Categorize potential clients
Ensure leads don’t end up languishing in your pipeline. Create separate folders for each one so teams can easily access information and quickly determine where leads are in the sales funnel.
Monitor your leads closely
Our lead tracking software enables you to monitor leads across the entire sales cycle to ascertain how a customer is engaging with your company. Use Wrike’s charts and boards to boost visibility.
Improve your customer service
Developing a personal relationship is an essential part of the buying process. With real-time communication tools, Wrike can help you nurture your leads and increase customer retention.
“Getting data-driven insights from Wrike has been crucial. Being able to truly make informed decisions has made a real impact.”
“With Workfront, we still needed Excel to track work. But with Wrike, everything’s going to be in one place. That is what’s going to make us more efficient.”
“We have good feedback from engineers in the field … They can let customers sign documents directly, make changes to working documents, or communicate adjustments to their colleagues on the go.”
