4. Keeping you in touch with leads

Going from meeting to meeting to meeting is just another reality for most entrepreneurs. We don’t have much time to organize a follow-up, but we all know how much we need a reminder. Your software allows you to set up alerts so that your follow-ups don’t become a casualty of your hectic schedule. What’s more, these alerts are configured to hot leads’ buying behavior, so you can be sure only to approach them when you’ve got a hint that they’re interested.  

A good CRM will let you set up alerts for leads, such as when they hit specific tag scores, click a particular link, download a product demo, attend a webinar or visit a unique URL on your site.