Introducing Advanced Lead Management & Automatic Data Enrichment

In this article:

• 1. Customized Lead Capture with Custom Fields
• 2. Automatic Data Enrichment for Incomplete Leads
• 3. More Efficiency for Your Sales Team
• Why Choose Spreadly for Lead Management?

Efficient lead capture is crucial for successful networking and sales optimization. However, missing information and unstructured lead management often result in lost opportunities and inefficient follow-ups. To solve this, Spreadly introduces two new features: Advanced Lead Forms with Custom Fields and Automatic Lead Data Enrichment. These tools help capture valuable details, streamline sales processes, and boost conversion rates.

1. Customized Lead Capture with Custom Fields

Imagine attending a trade fair or networking event, engaging in multiple conversations. Your contacts pile up, but how do you determine who is genuinely interested? What key information is missing to follow up effectively?

With Spreadly’s Custom Lead Forms, you can structure and optimize lead management by:

• Creating customized lead forms tailored to your company’s needs
• Defining mandatory fields to ensure essential data is always captured
• Hiding irrelevant fields for a more efficient data collection process
• Capturing specific details, such as product interests, company size, or attended events
• Providing team admins with a centralized overview of all collected leads

At an industry conference, you meet potential clients. Spreadly allows you to instantly record their interests, ensuring that after the event, you can send personalized follow-ups without sorting through handwritten notes. This saves time and improves conversion rates.

2. Automatic Data Enrichment for Incomplete Leads

Have you ever met an interesting contact at an event, only to realize later that their email or LinkedIn profile is missing? Manual research is time-consuming, and often, these leads slip away.

With Spreadly’s Automatic Data Enrichment, missing contact details are automatically completed, including:

• Company name
• Position
• Email addresses
• Website
• LinkedIn profile
• Product interest
• Newsletter
• Notes

This feature significantly reduces the need for manual research, making it particularly useful for trade shows and large-scale networking events where minimal data is initially collected.

You collect a lead at a tech conference but only note their name and company. Spreadly’s Automatic Data Enrichment fills in the gaps, retrieving their email address and LinkedIn profile so you can send a targeted follow-up message immediately.

3. More Efficiency for Your Sales Team

With these new features, lead management becomes easier, smarter, and more effective. Your team can focus on building valuable business relationships instead of manually chasing incomplete data.

Why Choose Spreadly for Lead Management?

• Targeted lead capture with customizable forms
• Improved data quality through automatic enrichment
• Centralized management for better team collaboration
• Time savings with reduced manual follow-ups
• Higher conversion rates with complete and relevant lead data

Start now and optimize your lead management with Spreadly.

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