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Automated Lead Tracking and Funnel Optimization System

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Industry: Travel

Project goal: Develop a system to track the speed of lead movement through the sales funnel to identify where leads get stuck and which sales managers are responsible, enabling quick intervention.

What was done:

  • Built a lead tracking system for the sales funnel, featuring data visualization, reporting, and notifications.
  • Set up automated alerts for managers to act quickly when leads get stuck, ensuring timely funnel-stage actions.
  • Added analytics to measure the time taken to process leads at each stage of the sales funnel.

Achievements:

  • Reduced the duration of the sales cycle.
  • Discovered bottlenecks in the sales process and customer handling.
  • Increased lead-to-sale conversion by eliminating bottlenecks in the funnel.
  • Drove higher sales growth.