Improving Lead Processing with CRM Data Analysis

Industry: Travel

Project goal: To develop a system for analyzing lead movement through the sales funnel to improve lead processing efficiency

What was done:

Created a Google Sheet that automatically pulls information on lead movement through pipelines and stages in AMO CRM.
Developed a report highlighting leads that are being processed too slowly.
Created a report tracking the speed of lead movement through stages by agent.
Built a detailed report showing the stage-by-stage movement for each lead.
Developed a summary report on the overall speed of agents’ work.

Achievements:

Gained a clear, measurable evaluation of agents' lead-handling speed and quality, which became a key part of the agent reward system.
Reduced lead processing time by responding quickly and adjusting strategies based on the real-time data from the reports.
Increased agent motivation by applying measurable performance evaluations.
This approach allows the company to continuously improve lead-handling processes based on long-term reports on lead quality.