Data Analysis Tracks Sales Leads in Fieldbook
Data Analysis & Results, Inc. is a project management and operations consulting firm founded in 1985. For the last several months, their distributed sales team has been using Fieldbook to track leads and coordinate.
A central place to put information
Before Fieldbook, Data Analysis had leads in “a mixture of Google Contacts, Outlook, and a bunch of spreadsheets,” says Darrel Raynor, founder & CEO. “We had over 100 files with contacts languishing in them… we’re still cleaning them up.”
“Fieldbook has given us a central place to put stuff. It’s simple and easy. You don’t have to follow the complicated process a CRM gives you: from call to lead to prospect to contact… sales reps won’t do that. And all the fancy reports don’t help you if no one does the data entry.”
Simple and easy
Darrel has used traditional CRMs in the past and found them complicated and frustrating. “They can do anything, but it takes time, money and patience. I needed something where I don’t have to send someone to a training class just to put in a name, phone, email and last contact… No one wants to learn how to go through a big process. I just want to know what’s the last thing that happened with a lead, what’s next, and who owns it.” In Fieldbook you only have the fields and steps you need, nothing more.
“I like that it has dropdown menus for data consistency, so I don’t have 30 different names for ‘Charlie’, and that everyone can access it from anywhere.” Getting started was easy, too, he says: “It took my assistant two hours to get squared away — you’d spend two hours just paging through configuration screens in one of the big CRMs.”
Get started tracking leads
Use this template: Sales tracking template