How to Track Leads Without Losing Them
Response time still wins
Define first-touch SLAs and measure lead age daily. Vertex CRM models leads with conversion into opportunities when qualification criteria are met.
Attribution without fantasy precision
Capture source honestly; refine over quarters. Link lead tracking CRM.
Key takeaways
- Use CRM as the system of record for revenue objects—not a parallel spreadsheet.
- Pair process change with implementation discipline.
- Compare vendors via India comparison hub and trials.
FAQ
- Webhooks for leads?
- When configured, inbound webhooks can create leads—follow deployment docs for secrets.
- When to convert a lead?
- When budget, authority, need, and timeline are evidenced per your rubric.
- What reports weekly?
- Lead age, source win rates, and SLA breaches.