Process Automation

How a Simple Dashboard Transformed Our Client’s Sales Follow-ups

For trade businesses, every missed call or online enquiry represents potential revenue. But managing these leads effectively can be a real challenge, especially when you’re juggling multiple jobs and a busy schedule. Here’s how we helped one of our clients transform their follow-up process from chaotic to clockwork.

The Challenge

Like many growing businesses, our client was receiving numerous leads daily through their website and missed calls. However, without a structured approach to managing these enquiries, valuable opportunities were slipping through the cracks. Their sales team was struggling to keep track of who needed calling and when, despite having a CRM system in place.

A Simple but Effective Solution

We developed a straightforward dashboard that revolutionised how their sales team handles daily follow-ups. Think of it as a dynamic to-do list that automatically updates throughout the day. The dashboard pulls essential information directly from their CRM system, presenting a clear, real-time view of which leads need attention.

Making Life Easier for the Sales Team

The beauty of this solution lies in its simplicity. When a team member makes a call, they can update the status with just one click - for instance, marking that they’ve left a voicemail. If they reach the potential customer, they can instantly access the full details in their CRM through a direct link, making it easy to schedule the next steps.

The Results

This new approach has brought structure and efficiency to our client’s follow-up process. Instead of wondering who to call next or searching through various systems, the sales team now has a clear, prioritised list of tasks for each day. It’s helped them ensure no lead goes unfollowed, ultimately leading to more converted sales.

The Bigger Picture

For any trade business, the difference between growth and stagnation often comes down to how effectively you can follow up on leads. This project shows that sometimes the most impactful solutions aren’t the most complex - they’re the ones that make day-to-day tasks simpler and more structured.

If you’re finding that leads are slipping through the cracks in your business, perhaps it’s time to consider how your follow-up process could be streamlined. Sometimes, a simple dashboard is all it takes to transform chaos into clarity.