CRM Use

Sales Lead Tracking: How I Do It With A CRM, LinkedIn & Twitter?

Sales Lead Tracking: How I Do It With A CRM, LinkedIn & Twitter?

Sales Lead Tracking: How I Do It With A CRM, LinkedIn & Twitter?

Dec 27, 2022

Dec 27, 2022

Table of Contents

    Sales Lead Tracking | Breakcold


    What is Sales Lead Tracking?

    Sales Lead Tracking is the fact to track leads in a system to increase more sales.

    The goal of sales lead tracking is to know what actions to perform depending on where prospects are in their customer journey. These actions can go from nurturing the leads or sending a follow-up email for example.

    Finally, sales lead tracking also refers to the tracking of prospect's activities on social media such as LinkedIn or Twitter. The goal is to monitor what they are posting online so the sales or marketing team can engage them.

    Ultimately, sales lead tracking allows you to build strong B2B relationships with prospects which is key to close deals.

    Sales Lead Tracking Software | Breakcold

    To track prospect, you need a robust system to keep fresh data about their activity on any B2B channel

    Why Sales Lead Tracking matters?

    Sales Lead Tracking matters if you want to always reach your sales quota in Q1, Q2, Q3 and Q4.

    If you don't track leads, you'll end up focusing on constantly generating new leads and trying to close quickly the most responsive ones. The problem with this approach is that sales cycles can be long and that certain leads won't close immediately.

    Basically, if you're not doing sales lead tracking, you're loosing money on the table over time. Doing sales lead tracking will allow you to:

    • nurture your leads

    • follow-up them easily

    • accelerate your sales pipeline

    • bonding with them on social media

    Sales Lead Tracking Helps You Reach Sales Quota | Breakcold

    If you care about your sales quota, start tracking prospects now with Breakcold

    What types of leads should you track?

    In most scenarios, it's not recommended to track cold leads, meaning prospects that are not interested in your product or service. You should start to track leads only when they become warm prospects.

    If you're doing outbound sales for example, it won't make sense to track thousands of cold prospects that haven't shown an interest yet in your solution.

    Warm prospects can be:

    • inbound leads in general

    • sign-ups on your landing page

    • people actively asking to see demo of your solution

    • people that manifested interest in your live chat support

    Sales Lead Tracking Sales Pipeline Stages | Breakcold

    Technically, you can track prospects at any stage of their customer journey but it's better to start at the warm sales pipeline stage

    Is there any Sales Lead Tracking softwares?

    Sales Lead Tracking softwares can take multiple forms, they take the form of a:

    Among these different types of sub-sections in the sales lead tracking software category, my personal favorite is the social selling one because it's the best way to close a sale. We'll talk about it below with the tracking leads part on LinkedIn/Twitter.

    Sales Lead Tracking Notion is Not an Option | Breakcold

    Notion is not the solution to track prospects effectively

    On the other hand, people should stop using spreadsheets or Excel to track their leads because it's no longer efficient methods.

    Why you should stop using spreadsheets or Excel for your Sales Lead Tracking?

    Long story short: it's outdated.

    Longer version:

    • automated features are very limited

    • you don't have Twitter or LinkedIn integrations which is key to close more business nowadays

    • there are no native CRM integrations so you'll have to use Zapier or Make which can be costly

    I mean, I get it: using Excel or spreadsheets to track leads is free. Same with Notion or ClickUp.

    But are they Sales Softwares? No.

    If you really care about closing deals and making more money for your startup or business, you should invest in a real sales lead tracking software.

    The ROI for a small subscription below $100/month is such a game changer, not only that a proper sales lead tracking software will also save you tons of hours on prospect research.

    How to do Sales Lead Tracking with a CRM?

    Sales lead tracking with a CRM is probably the most traditional way to track leads, especially with what is known as a sales pipeline.

    Sales Lead Tracking With A CRM | Breakcold

    This is what a Sales CRM looks like with a built-in sales pipeline

    In practice, you need to assign status and tags to your prospects in order to place them in a specific sales stage. Then your goal is to move your prospect in the different stages until he/she becomes a paying customer.

    The advantages of tracking leads with a CRM is that it's designed to close sales faster, notably with the sales pipeline system. It also motivates you to know how much you have in your pipe and how much you closed.

    Most of your conversations via email are also track automatically so you don't have to perform any manual data entry which saves you a lot of time.

    How to track leads on LinkedIn & Twitter?

    Tracking leads on LinkedIn & Twitter is probably the best way not only to generate leads but also to close them.

    Why?

    Because prospects are more and more active there and it's easier to build a relationship with them by liking and commenting their posts.

    Sales Lead Tracking on LinkedIn

    With more than 80% of the B2B leads on the platform, LinkedIn is the place to track your leads.

    Tracking leads with LinkedIn Sales Navigator

    The most common way to track leads on LinkedIn is by using their premium service: LinkedIn Sales Navigator.

    Sales Lead Tracking LinkedIn Sales Navigator Lists | Breakcold

    This is what list of prospects looks like inside LinkedIn Sales Navigator

    LinkedIn Sales Navigator allows you to save leads into different lists. From there, you can receive notifications on what they're up to on the platform.

    Sales Nav is a great system to filter leads by location, job, industry and so on but from my perspective, it's not the best way to track leads effectively.

    Tracking leads with a LinkedIn CRM

    A LinkedIn CRM is a sub-division of a social selling software which allows you to manage your LinkedIn connections and beyond.

    For example, our software Breakcold is a sales lead tracking software focused on LinkedIn & Twitter, which makes it technically a LinkedIn CRM as well.

    Sales Lead Tracking Social Selling CRM vs CRM | Breakcold

    This is a comparison between tracking leads with a traditional CRM vs tracking leads with a Social Selling software

    To track leads with a LinkedIn Sales Lead Tracking, you need to:

    • add a lead to the platform

    • make sure that you have the LinkedIn URL of your prospect

    • track the lead

    Once the lead is tracked, all his LinkedIn posts will be aggregated to the platform so you can like and comment the posts but also send a direct message (DM) to the prospect.

    Sales Lead Tracking on Twitter

    During my sales journey, I met many SDRs prospecting on LinkedIn but I realized they were not tracking the leads with any tools, here's how.

    Tracking leads with Twitter lists

    Sales Lead Tracking With Twitter Lists | Breakcold

    This is what Twitter lists look like

    On Twitter, whether you are on mobile or desktop, you can build lists of Twitter users. To add someone to a list you need to:

    • go to the profile of the prospect

    • click on the three dots

    • click on add to @user from list

    Then, when you go to your lists, Twitter will display you the recent tweets the people in your tracked list.

    The disadvantage of this technique is that the feeds are not curated, meaning you'll have their replies to tweets which is super annoying.

    Another disadvantage of this sales lead tracking technique is that you can't organize them in a sales pipeline or any kind of other sales system.

    Tracking leads with TweetDeck

    With TweetDeck, not only you can track leads but also keywords to find new leads as well.

    The system is similar to the one of Twitter lists. Same advantages and same disadvantages, it's definitely not my go to but it's a good way to monitor both your prospects and your brand.

    Sales Lead Tracking With TweetDeck | Breakcold

    The good thing about TweetDeck is that it's free to use

    Tracking leads with a Twitter CRM

    Like for LinkedIn, you can use a CRM that is dedicated to Twitter to track your leads and build B2B relationships faster with them.

    You can use Breakcold again for this task.

    My personal template to do Sales Lead Tracking

    This is my sales lead tracking system to convert leads into paying customers.

    Step 1: I import my warm leads in my sales lead tracking software

    By default, my leads are automatically imported in the software when thy sign-up.

    But you can use some integrations via Zapier, Pipedrive or Hubspot to do so.

    Once leads are imported, I assign them a status to place them in my sales pipeline. This step is important for step 4.

    Sales Lead Tracking Importing Warm Prospects | Breakcold

    When my B2B SaaS sign ups arrive in my software, they are not enriched yet, this is a before/after example

    Step 2: I enrich my leads with their social media URLs

    When leads are imported inside Breakcold, there are 2 scenarios:

    • I already have the social media URLs of my leads

    • I don't have the social media URLs of my leads

    When I don't, I spend 2 minutes per lead to enrich manually the URLs.

    Sales Lead Tracking Adding Social Media URLs | Breakcold

    Adding the twitter company URL will allow you to track the company news of the prospect as well

    Step 3: I start to track leads

    Once everything is ready, I track the leads which will allow me to get their LinkedIn posts and tweets automatically aggregated in the software along with their company ones.

    That way, I track the leads on every aspects and I don't need to open thousand tabs a day to engage with them.

    Sales Lead Tracking Start Tracking Leads | Breakcold

    I just have one click to make with Breakcold to start tracking leads

    Step 4: I engage with them daily and contact them when it makes sense

    Once my leads are tracked, I check every day where my prospects are in my sales pipeline and I click on their profile to engage them via Email, LinkedIn or Twitter depending on what they're up to.

    I also use the prospecting feed which track the most active leads.

    Sales Lead Tracking LinkedIn Message Success | Breakcold

    This is an example of how I contacted a lead with my sales tracking system

    Conclusion: thoughts on Sales Lead Tracking

    I think that Sales Lead tracking is evolving with the rise of social media. To close more sales, you need to track prospects not only in your CRM to organize yourself but also actively on social media if you want to build a strong B2B relationship with them.

    As B2B sales gets more and more automated, this is how you will make the difference to win deals against your competitor.

    About the author

    Arnaud Belinga

    Breakcold Youtube Channel

    Close deals x2 faster with

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