Industry Related
How To Create Winning Sales Reports
Sales reports can be useful in many types of business settings, learn how to create effective reports for different purposes
By Daniel Vincent
Lead Tracking simplified – without breaking the bank
Tired of complex tracking systems that drain your resources? Myphoner enhances lead management with intuitive tracking, allowing you to focus on growth while keeping your costs low.
What we do
Automation, transparency and results that matter
Myphoner is a unique tool for outbound sales, combining a lightweight sales CRM with a superior lead queue and power dialer into an easy, but efficient, lead tracking solution for sales teams.
“Even us sales guys can figure out how to make this work. I generally do not like to use CRMs for cold calling because they are just too clunky and tracking too many things that don't matter for unqualified leads. The Myphoner tool provides a much simpler, faster interface for doing cold calling, and combined with Zapier ends up purely saving time.”
Paul Pace
Account Executive, AHK Electronic Sheet Metal, Inc.
You can set up automated capturing of leads from your lead generation efforts to quickly and easily start the sales process when new leads drip into your pipeline.
With features like our dynamic lead distribution, accessible performance insights and activity reports as well as an open API and Zapier integration, Myphoner will allow you to increase automation and transparency and get results that matter for in-house product sales teams as well as agencies.
What is lead tracking?
Lead tracking is the process of following a sales lead through the sales pipeline until it becomes a customer, keeping track of activity and enhancing lead information during the process. Some also call it prospecting.
The approach to lead tracking differs from system to system, where some weigh reporting over workflow and others vice versa. Either can be a pain whether you are an agent, an analyst, a client or a manager.
At Myphoner we value simplicity and our focus is on a system that's easy-to-use while keeping advanced functionality under the hood as much as possible. We've created a simple way of controlling required information through the different steps of your pipeline and compiled a set of reports that gives you all the transparency you need while keeping agents efficient.
Trusted Worldwide
Definitely recommend Myphoner to other startups, a great tool, easy to use, affordable, makes all the pain go away when it comes to cold calling and as a start-up, you’ll get the most bang for your buck.
Who can benefit
We have customers in many sectors
Our customers span a range of industries, all drawing benefits from using our unique lead tracking solution.
Some of those industries are mentioned in this list.
- SaaS products
- Streamlines customer acquisition and retention processes through efficient lead management.
- Physical products
- Enhances inventory visibility and sales opportunities with targeted lead tracking.
- Real estate
- Simplifies client management and property interest tracking for faster closing times.
- Energy and Solar
- Supports sustainable growth with precise lead segmentation and follow-up strategies.
- Legal services
- Facilitates case and client acquisition by optimizing lead response times and follow-ups.
- Education, coaching and counselling
- Improves enrollment rates by effectively managing prospective student and client leads.
- Appointment setting
- Increases conversion rates by efficiently organizing and prioritizing lead contacts for appointments.
- Market Research
- Enables data-driven decisions through streamlined participant recruitment and engagement tracking.
- General telemarketing
- Boosts call efficiency and success rates with advanced lead prioritization and management features.
- Financial advisory services
- Enhances client acquisition and retention by precisely tracking and managing investor leads and inquiries.
How we do it
How does lead tracking work in Myphoner?
Integrate
Capture Leads Through Marketing Tool Integrations
Through zapier.com, Myphoner provides easy integration of more than 3,000 services and tools.
When deciding on and setting up a new lead tracking system, it’s essential to make sure you are easily able to get leads from all different sources into the pipeline: whether generated from social media, a webpage, email or others.
With Zapier, you can connect your lead generation source with Myphoner in just a few clicks. New leads will then be automatically transferred into Myphoner.
Organize
Organise your Leads in Lists
In Myphoner, we group leads into lists - a simple way to keep your data organised.
You can view lists as campaigns, steps in your pipeline or any other term that accommodates the way you work with leads.
One way of organising leads that are being tracked from different lead generation sources is to create a single list for each lead source.
In our reports, you will then be able to compare the performance and activity on each list of leads separately.
During prospecting, you can move leads through different lists that comprise the steps of your pipeline, as you see fit.
“Myphoner, is my favorite CRM so far. I have used several different CRM's and Myphoner is convenient and really helps you get and stayed organized. The tracking is great, the automation is amazing and I use it everyday.”
Lawrence Gross
Account Manager, Green Integrations
Track
Capture information as leads progress in the funnel
Part of prospecting is the collection of relevant data about a lead.
Myphoner helps agents remember to collect required information, by setting rules for what fields must be filled before certain actions can be taken on your leads.
This way you can ensure that leads entering a new stage of the pipeline has all the required information, needed for further processing.
Segment
Use segments to fine tune your workflow
Using our lead segmentation functionality, you can handle several marketing campaigns that each span multiple sources.
To do this, just have Myphoner collect leads from each campaign into a corresponding list, marking them with their source and then segment the list by source.
Segments in Myphoner are very powerful. You can segment based on multiple criteria and delegate each segment to different agents.
“I just started cold calls with my business a week ago and have already found an immense value in implementing Myphoner. It only took one day of looking at the fifty spreadsheets I had divided by states to know that there had to be an options to help me save time and money. Myphoner has been the easy answer for all of my problems.”
Sarah Oberg
COO, Black Market Glass
Distribute
Distributing Leads among Agents - "The Queue"
Once you have organised your incoming leads, Myphoner’s queue will take care of the rest.
When there are multiple agents, the queueing system will make sure each agent gets the next lead in the queue - except those that have been claimed or are currently being called by other agents.
Claimed leads are those that have been reached by an agent and should thus be followed up on by that same agent. Our claiming settings are flexible and adjustable, and have sensible defaults.
Our queue provides dynamic lead distribution, which has proved to work well for hundreds of teams. Of course, it is also entirely possible to divide leads into more lists and/or segments and assign agents one list each - a more traditional form of lead distribution.
“I looked around for a program for weeks, everything was busy and full of unnecessary functionality, I finally found Myphoner, and it is the most efficient cold calling platform ever!! you can have multiple agents working from the same data list, it really is great!”
Justin Kessler
, Market1
Follow-up
Never again forget to follow up on a prospect
Persistent followups are crucial to success, but remembering to follow up should be the work of a machine, not an agent. That's why we've baked it right in to our scheduler.
To be productive, agents must never miss a lead. Leads should be presented so that agents can put their energy into the sales pitch, rather than worrying about whether there was a better lead to call.
The Myphoner queueing system inspires confidence – it selects the best lead, determining which one to call next. No need to go fishing for leads ever again.
The agent decide whether the followup should occur on a particular day, at a specific time or after a set amount of time has passed.
“The scheduling feature is amazing! can't tell you the amount of times I forgot to call back numbers just using an excel sheet.”
Michael Nguyen
Founder, Click Metrics
Extract
Taking winning leads to the next step
Once converted, you can pass won leads on to your corporate CRM, or elsewhere.
It’s just like bringing new leads in through integrations.
Though we have features in place to function as a light-weight CRM system, it's likely that you want to pass won leads on to the rest of the organisation.
Once again using Zapier, you can trigger the creation of a new customer, deal or opportunity in your CRM as soon as a lead is marked as "Winner" in the last step of your pipeline.
“We were looking for call-software solution that could integrate seamlessly with our CRM. We use Myphoner for the pre-qualification process. All suspects en prospects are in Myphoner and whenever the contact becomes a lead or a lost, we automatically send it to our CRM and run (marketing) campaigns on these contacts. If you are looking for software that can integrate and communicate with your CRM this is the way to go.”
Wouter Vonk
Marketing Manager, SimpledCard
Monitor
Keeping Track with Activity Reports
With our powerful sales reports, you can easily track activity and calls at all times. You can scope the report by several parameters, including agent, call result and timeframe. This makes it easy to, for example, investigate what happened with all the calls Tom made today that resulted in a lost lead.
- Group calls by date, campaign, agent and result of call
- Expand to view individual leads for any grouping
- View average and summed call duration
- Sort by any grouping and view subtotals
- Download to Excel
- Printer friendly
Client Management
Manage leads for multiple clients at once
Group client data in secure data silos, manage agent access across clients and create a branded experience for your customers.
- Create separate silos for each client, where other clients' data and settings do not interfere
- Brand your Myphoner account with your colors and logo
- Whitelabel your Myphoner account with your own domain and no mention of the Myphoner brand (add-on)
- Invite clients to view real-time activity reports and more
Get started in minutes. 14 days free trial on all plans.
Further reading
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