Free conversion review
Find where visitors give up before they enquire.
- The route from landing on your site to sending an enquiry, on mobile
- The questions your pages leave unanswered
- Your forms, phone numbers and calls to action
CRM &
lead management
When a customer returns to a quotation, the person replying needs the earlier conversation and a clear next action. CRM and lead-management work helps your team keep that context and see what progresses.
What happens to an enquiry after it arrives
Marketing ends when the enquiry arrives. Sales starts when somebody picks it up. The gap between the two is where good leads go cold, and many businesses can’t say how long that gap is.
Here’s the same enquiry handled two ways.
New enquiry: Loft conversion, Leeds LS6Wants a survey before Christmas, from Google Ads: loft conversions campaign
Left to the inbox
Nobody owns it, so nobody replies.
The enquiry lands in a shared inbox. The office closes at five.
Hearing nothing, the customer fills in two other firms’ forms.
Someone spots the email, with no idea which campaign it came from. A competitor has already booked the survey.
Lost, with no record of why
With a process
An owner, a reply and a booked survey.
Routed to the surveyor who covers LS6, with the project details and the campaign it came from.
The customer gets a text saying who will call and when.
The call happens with the details to hand. A survey is booked for Wednesday.
Survey booked, source recorded
Left to the inbox, the enquiry waits until Monday and a competitor books the survey. With a process, it’s routed to the right surveyor at once, the customer gets a text at 16:53 saying who will call and when, and a survey is booked on Monday.
What should travel with an enquiry
When an enquiry arrives, the person following up needs more than a contact record. The source, product interest and reason for the conversation help them respond properly. We review the forms, calls and other agreed sources, then establish which information must travel with the enquiry. Consistent fields and clear ownership also help when the same customer gets in touch in more than one place. Your team should be able to see what has happened and who’s taking it forward.
Make every stage somebody’s responsibility
A CRM is easier to keep up to date when its stages describe work your team recognises: checking suitability, making contact, arranging an appointment, preparing a quotation and recording the decision. We agree those stages, responsibilities and prompts with the people using them, and account for the customer who isn’t ready yet, the technical question and the handover to a colleague. Automation keeps the process moving once those rules are clear.
Enquiry2
Record the source and the customer’s actual requirement.
Qualification1
Agree fit, readiness and the useful next conversation.
Follow-up2
Give the opportunity an owner and a next action.
Outcome2
Feed sales, losses and reasons back into the marketing decisions.
Connecting marketing activity with sales progress
A pipeline becomes far more useful when you can connect where an enquiry came from with how suitable it was and what happened to it. Then you can ask why opportunities are won, delayed or lost, and spend accordingly. We build reporting around information your team can record reliably. Your existing CRM may already be able to give you that view, so we look for the gaps in the process, the data or the setup before suggesting anything new.
Questions about CRM and lead management
If your question isn’t here, call 01934 808132 or email [email protected].
Do we need a new CRM?
Not necessarily. Many businesses already have a CRM that could do the job with clearer stages, better fields and a few connections. We look at the process and the setup first, and only suggest a different tool if the current one can’t support how your team sells.
Will our team actually use it?
They will if it describes the work they already do and saves them time. That’s why we agree the stages and prompts with the people using them, keep the fields to what’s needed and connect the sources so nobody retypes an enquiry.
Can website enquiries go straight into the CRM?
Usually, yes, along with the source and the details from the form. Calls and other channels can be recorded too, depending on the systems involved.
Can you show which marketing produces sales, not just enquiries?
If outcomes are recorded against each enquiry, yes. That’s the point of connecting the source with the result: it shows which campaigns produce work, not just form submissions.
What is LeadTracker?
It’s Purplex’s sales and marketing platform for enquiries, conversations, follow-up and pipeline. We recommend it only where its features fit your enquiry journey; we’re just as happy to improve the system you already use.
Find out which enquiries are slipping through.
Talk to a specialist
Tell us what you need and where it’s stuck. We’ll come back to you within one working day with the right person for the job.
A specialist replies within one working day. You’ll hear from someone who knows construction, building products and home improvement.
Review your lead process.
If enquiries are difficult to track or follow up, we can review the process with you and identify where a better system would help.
01934 808132[email protected]