How to Keep Track of Leads/Calls?

by AZJ0SH

Posted: 12 years ago 8 replies

OFFLINE MARKETING

Does anyone know of any free software to help keep track of leads/calls? I don't want to call the same business twice and look like an idiot.

#leads or calls #track

jayspann 12 years ago

Start a spreadsheet with Google Docs?
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Gary King 12 years ago

Open Office

MS Excel

Pencil and Paper

DON'T over complicate things. It's TOO easy to let these little details become your focus and keep you from actually DOING anything.

I see it time and time again! Just get out there. Use the basics, knock things out of your way when needed and rock it!

Gary
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AZJ0SH 12 years ago

Thanks for the suggestions, wasn't sure if software like freeCRM was easier or just doing a spreadsheet. I am only calling 25-50/day so that should be fine. Thanks!!!
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- Mwind076 12 years ago
  
  We just use excel. Have for years.
  
  Google docs is still archaic and doesn't have the right formatting.
  
  You don't yet need a CRM and don't let anyone sell you one. CRM's are for CUSTOMERS not for whole lists. When you get customers and need customer management, then get one.
  
  Thanks
  
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infomaniacs 12 years ago

I use Prosperity Central for my lead management, you can have a basic account for free, I have a Professional account and LOVE it
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cash89 12 years ago

Another vote for excel just to solidify the point. It's all you really need.
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- AZJ0SH 12 years ago
  
  Originally Posted by infomaniacs
  
  I use Prosperity Central for my lead management, you can have a basic account for free, I have a Professional account and LOVE it
  
  Nice affiliate link stuffed in there.
  
  Originally Posted by cash89
  
  Another vote for excel just to solidify the point. It's all you really need.
  
  I am just going to use excel, I know the software well enough to keep track of it all.
  
  Thanks
  
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Jason Kanigan 12 years ago

Agree with everyone who says use Excel.

"What's the best exercise? The one that you will DO."

Same here. The best program is the one that you will USE.

So you harness the awesome power of conditional formatting. You program the cells with today's date to light up and tell you this prospect needs a call back now. Scrolling through your list from top to bottom every day, you've got your plan. Pretty straightforward, right?
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