Lead Tracking Spreadsheet for Tracking Online Leads
Most of the websites I have developed over the years for my clients use contact forms to generate leads from the websites. And 99% of those contact forms simply sent an email to a specific email address and that was the end of the tracking pipeline. Some of my more savvy clients used a lead tracking spreadsheet to manage their leads, but even using a spreadsheet is quite a cumbersome and outdated process.
Instead of using a lead tracking spreadsheet for tracking online leads, I am working on a lead tracking and lead management database system for small businesses to easily manage their website inquiries without the need for blowing their budgets on a complicated CRM system or even more advanced tools like a marketing automation system. Most companies that do not already have a CRM most likely are not at the stage of needing a CRM just yet. Obviously, a full-featured CRM makes sense for large or fast-growing companies, but for the most part, a lot of small businesses just want a way to ensure their website contact forms are always working and a place to store these leads. That’s it.
A lead tracking spreadsheet is one way to track leads, but as I said above, spreadsheets most of the time are only accessible on a local computer for one specific user. So the system I am working on will consist of an online database that can be accessible from anywhere by anyone at anytime.