In this article, we're going to show you how Teamleader can help you organise your funnel to stay on op of your leads.
The modules you will mainly use are:
Dashboard and Calendar
Companies and Contacts
Dashboard and Calendar
The Dashboard (clicking on the TL logo in the top-left corner) shows you today’s agenda. This should be the first thing you look at in the mornings, while you drink your coffee.
Here you will find all the tasks, meetings and calls that you have to do today, or that were due in the previous 7 days.
As a best practice, we recommend that every time a task, meeting or a call is done, you mark it as finished in Teamleader, or at least that you do it before you go home that day. If you haven’t finished your work and can’t mark them as done, you can move them to a later date. This allows you to go home with a clear mind.
Keeping this discipline is the way to #worksmarter!
Companies and Contacts:
This is how Teamleader will help you get to know your leads.
Calling up leads
Teamleader offers a great plugin to connect Teamleader to LinkedIn, allowing you to directly add contacts to Teamleader from LinkedIn.
If you are out and about networking, we imagine you’ll gather lots of business cards. How cool would it be if you didn’t have to add these contacts manually, one by one to your CRM? Just scan those business cards to add them to your CRM on the spot!
Depending on your sector or type of business, you might be missing some fields to enter more specific info. Just add custom fields. Useful examples of custom fields might be:
- A dropdown with your sectors or verticals
- Custom fields for extra email addresses or phone numbers
- A date field for birthdays of contacts. This might come in handy for mailings.
Check with your team and decide together which information is crucial to your team, and then create those custom fields with the suited type.
If you receive emails from contacts that contain important information, you can track them to Teamleader. The content of those mails will be saved on the contact or company page, so that you keep a history of what information has been exchanged.
On that same contact or company page, you will also see related meetings, tasks and calls. This does not only help you, but also your colleagues, who are up-to-date in case a contact calls when you are not available.
And what if a contact tells you something your colleague urgently needs to know? Go to the activities at the bottom of a contact or company page and add an @-sign. You’ll see a dropdown with the name of all users within your account, so click on the name of your colleague and type your note. Your colleague will receive a notification.
The Deals module will be your favorite one. A deal should be created whenever a business opportunity arises.
Segments will help your follow-up by dividing your deals by fase, date or amount, for example. Teamleader automatically created some 'smart segments' based on your deal phases. As we explained before, you can also create custom fields on deal level in order to add specific sales content to each deal.
The phases in the pipeline show you the steps a lead has to go through before becoming a client. Click on the little ball on the phase to mark it as fulfilled. You can, of course, customize the phases and add/edit/remove them via Settings > Deals > Deal phases.
- You can link meetings, tasks and calls to the deal, so you won’t lose your potential client out of sight. In case you weren’t able to reach the contact today, just create a task or a call for yourself within a few days to check again.
In the deal overview, you find specific colours under the column Activity, which let you know what deals need attention. Determine the timespan via Settings > Deals > Deal phases.
You can also set a probability % for each phase of your deal funnel. This allows you to get a weighted amount per deal in the statistics, so that you get a realistic forecast. To do so, we recommend you to add the columns ‘Amount’, ‘Probability’, ‘Expected close date’ and ‘Weighted amount’ to the Deals overview.
Pro-tip: Recording your meeting report
Here’s another trick applied by our clients for keeping notes of a meeting. When you finish a meeting, you have the option to create a meeting report. But if you don’t want to spend time writing, you can also finish the meeting using the Teamleader app. You can create a report by recording your voice, using the mic on your mobile phone. Each client has a ‘Files’ tab where you can upload these documents so that you, or any of your colleagues can find them quickly.
Under Insights > Deals, you’ll find an extensive set of stats on deals. You can adapt the time frame and can work with segments on deal level to personalize your view. Select a segment by clicking the funnel in the top right-hand corner:
A very important part here is the closing ratio, a rate that lets you estimate how likely you are to closing a deal. This rate has an influence on the expected revenue and can make it easier to make a clearer calculation. So be aware of that if you choose to work with the closing ratio.
What’s your best tip for working with Teamleader? Feel free to let us know via our support page.