Every sales lead that contacts your company will have different reasons for doing business with you. Some will be ready to make a purchase while others need more information so they can make a decision. You can find out more information about these interactions with your business with our useful lead activity details form. Find out more about customer interactions with your company so you can develop strategies that further enhance their customer experience so they will want to purchase your products and services.
Have our lead activity details form available on your mobile smartphone or tablet device when evaluating customer interactions with your company. You can find out more details on why the customer purchased products and services, or if they are calling for more information before making a decision to work with your company. You can use the details in the lead activity form report to perform better follow-up services with potential customers to further convince them to make a purchase.
Our lead activity details form allows you to tap information into the form after you call customers to turn them into sales leads. You can also use the information gathered in the form to coax existing customers back to your business or to offer additional products and services to customers at a later date. These field categories are available in this form:
- Contact information
- Company details
- Call information of leads
- Last lead activity with company
- Salesperson's initials
Customize Your Digital Lead Activity Details Form
We know that every business is unique, and your forms should reflect that. Our ready-to-use template is a comprehensive list of industry standard fields, but it is most useful when customized to reflect your own needs. The IntouchCheck platform makes it simple to quickly customize the mobile form template to meet the individual needs of your company and goals; questions, fields, or sections can be quickly removed, and new queries or fields can be added in the appropriate places to fit your project.
Create Your Own Lead Activity Details Form Template
Already have processes and procedures in place? IntouchCheck’s straightforward interface makes it fast and easy to create your own forms, where you can customize the sections, categories, questions, and types of data/image capture fields. We’re here to help you get started! Try IntouchCheck for free, and see how easy it is to streamline your business processes.