3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

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“The superior man is modest in his speech, but excels in his actions.” – Confucius

Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of leads to generate sales for their business.   What if you could improve your current “New Lead” tracking processes and expedite the sales process?  What would that be worth to your company?

Here are a few screen shots of Microsoft Dynamics CRM New Lead Form:

Microsoft Dynamics CRM Lead


Microsoft Dynamics CRM Lead Details


Microsoft Dynamics CRM is highly customizable to your organization’s specific business processes and requirements.  Please review the fields in these two screen shots because I’m going to give you three key tip for improving your “New Lead” tracking processes, which will result in better sales and marketing results in the following sections:

  1. General Section:  Please make sure the “Topic” is a required field to be filled out.  This will make it easier for everyone in the organization to scan and sort all of their leads faster and have greater visibility of the type of leads coming in.  It really helps to have a very specific categories for labeling leads in your organization as well.
  2. Details Section:  Always keep track of a lead’s origin by specifying a “Lead Source”.  This will help you better plan your next sales and marketing activities because you will know where to focus your resources.  Also, this drop-down window can be populated with the most common lead sources for your organization to save time for everyone entering this information.
  3. Preferences Section: “Source Campaign” needs to be filled out for every new lead that enters the sales funnel.  This information will help you better track where you should be spending your future marketing and sales dollars because you will know which campaigns are producing the best results.

These are just three of my key tips for improving your “New Lead” tracking processes. If you have additional questions or would like to learn more about what Microsoft Dynamics CRM can do for your organization, please contact Turnkey Technologies or set up a “Free Discovery Call” 636-237-2280 or email me at mramatowski@turnkeytec.com .

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

By Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

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