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5 Tips for Using Your CRM to Convert Sales Leads

a group of arrows in the ground around a target that has a red arrow in the center

Attracting sales leads with your customer relationship management (CRM) system is one thing, but converting them into customers? That’s another. The work doesn’t stop once you’ve reeled in a potential customer with your CRM—you must have a sound lead conversion strategy in place to convert sales leads into loyal customers.

In this article, we’re offering some surefire ways to convert sales leads into customers with the help of Nutshell’s all-in-one CRM. Want to try Nutshell for yourself? Sign up for a 14-day free trial to see what all the hype is about.

Score your leads

Lead scoring is the process of assigning values to leads to better prioritize them. The criteria a business uses for scoring its leads depends on its goals and the types of leads it’s trying to attract.

Lead scoring is an invaluable sales conversion strategy because it helps your sales team focus on high-priority leads, or ones that are more likely to convert to customers. It also helps streamline and organize your sales process, so no lead falls through the cracks, and all priority leads are reached out to in a timely manner.

With lead scoring comes data collection, another essential strategy for converting sales leads. Collecting customer data allows you to better understand the leads you’re trying to convert, from basic information like job title or industry to behavioral information like social media interactions.

By engaging in lead scoring, you can efficiently attend to your leads and use the data you collect to get to know your prospects and increase conversions.

Utilize sales and email automation

Sales and email automation help marketers and sales professionals eliminate certain “non-selling activities” that can eat up time and efforts that could be put toward converting sales leads.

With automation tools, things like manually moving leads through your pipeline or sending welcome emails are automatically triggered when a lead performs a certain action. This way, you and your sales team don’t have to worry about constantly monitoring leads’ actions and resending the same emails to different people.

With a CRM like Nutshell, you can define when emails are triggered and when they’re turned off. Not to mention, you can use automation features like those found on Nutshell to send your sales representatives reminders to contact leads and complete tasks within a timely manner.

Sales automation is another important strategy to include in your lead conversion process because, ultimately, it simplifies your sales strategy and, like lead scoring, helps you to maintain positive relationships with your leads.

With sales automation tools helping you stay in touch with leads consistently, you can foster a positive client-business relationship that brings increased conversions your way.

Monitor your sales pipeline

A big part of converting sales leads is being diligent. It’s important that you stay on top of your leads and pay attention to where they are within your sales pipeline, so you always know what they need and when they need it.

Whether it’s an email reminder about an item in their online cart or a response to a customer’s question, knowing where they are within your sales pipeline allows you to give your leads exactly what they need, when they need it. This kind of timeliness and diligence can help create positive customer relationships that result in converted leads.

pipeline dashboard in Nutshell

Implement marketing strategies at each pipeline stage

You can’t go wrong with some good old-fashioned marketing. While your direct sales efforts are crucial to converting sales leads, so are your marketing efforts. Sometimes a lead seeing an ad for your brand can be that final push they need to convert.

Consider trying some of the following marketing tactics to supplement your lead conversion process.

Email marketing

Once you’ve grabbed your lead, keep them engaged with your brand through email marketing. With email marketing, you can ensure your brand is top-of-mind for that lead. Between welcome emails sent via your CRM’s automation tools and marketing emails to entice a conversion, your brand will be easily accessible. You can’t go wrong!

Convert more leads with Nutshell Campaigns

Design, automate, and measure your email marketing with Nutshell

PPC advertising

Pay-per-click (PPC) advertising is a type of paid advertising where you bid on top ad spots on search engine results pages (SERPs). That way, whenever a user or lead searches for a keyword or phrase related to your company on Google, your ad can be one of the first things users see.

Social media advertising

Social media is a great way to spread the word about your brand in a public setting. The speed at which information can spread on social media is astonishing, so imagine what could happen when word about how wonderful your brand is hits social feeds.

Along with word-of-mouth advertising, social media platforms have paid advertising opportunities to help ensure your ad is seen by users. Don’t be afraid to spend a little money to get eyes on your brand and encourage sales lead conversions.

Convert sales leads with Nutshell CRM

With Nutshell’s intuitive CRM helping you manage customer data, you can implement a lead conversion process that’s streamlined and, most importantly, successful. Nutshell includes features like sales and email automation, pipeline management, and marketing tools to help you convert sales leads efficiently.

Learn more about how Nutshell can help you with your lead conversion strategy today by attending a live demo or signing up for a free trial today.

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