Introducing Our New WordPress Plugin for Comprehensive Lead Management and Analysis
At Red Wagon Agency, we are excited to announce the launch of our new WordPress plugin designed to help our clients track, manage, and analyze their leads across different stages of the sales pipeline. As an agency that prides itself on end-to-end tracking of marketing performance, we have developed another innovative technology to provide unparalleled insights into the effectiveness of digital marketing campaigns. Our new lead management system takes this a step further by extending tracking beyond lead generation and into the heart of your sales funnel. We recently developed a client only real time marketing dashboard that utilizes Googles Looker Studio. This custom dashboard tracks all marketing performance and deliverable activity all in one spot. This has speed up production on things like link development, content and social media approvals.
A New Era of Lead Management
We began by templatizing the way we capture, track, house, and store our clients’ lead data. With our in-house technology, we have created a seamless and secure method to pass lead data from various sources—such as CallRail, WPForms, and live chats—into a dedicated database accessible only by our software and our clients. This ensures data privacy and integrity while giving clients real-time visibility into their leads.
Our Google Sheets template offers a robust solution for sales intake managers and other lead managers to monitor and manage the progress or stages of each lead. The simplicity of Google Sheets combined with our sophisticated tracking and reporting capabilities provides an intuitive platform for efficient lead management.
Tailored for Clients Without a CRM and as a Double-Check for Those with One
Our new lead management system is particularly ideal for clients who do not currently have a CRM. We developed this system to better track lead performance, providing a more detailed and transparent view of each stage of the sales process. By leveraging this system, we can surface meaningful conversations with our clients about their leads, ensuring that opportunities are not only captured but maximized for conversion.
For clients who already have a CRM, our system acts as an additional layer of oversight and a “double checker” on lead performance. By integrating our lead management system with existing CRMs, we ensure that no lead falls through the cracks. This double-checking mechanism provides a safety net that ensures data accuracy and consistency, allowing for more reliable and insightful analysis of sales funnel performance.
Seamless Integration with Existing CRMs
One of the standout features of our lead management system is its ability to integrate seamlessly with clients’ current CRMs. By exporting details of your leads into our system, we can align them with the current stages of your sales process. This integration allows for a unified view of lead performance, ensuring that no opportunity is missed and that every lead is tracked accurately through each step of the funnel.
Dynamic Reporting and Data Visualization
All of this data ties back to a visually dynamic and comprehensive report within WordPress, complemented by our Google Sheets dashboard. This report provides a detailed breakdown of lead performance by source, campaign, medium, term, and content, offering clients a clear and concise view of how their leads are progressing and converting.
Our integration with Looker Studio dashboards further elevates this reporting, providing customized visuals that track digital marketing performance from start to finish. These dashboards empower our clients to make data-driven decisions that enhance paid media and digital marketing strategies.
Driving Growth with Down-Funnel Metrics
At Red Wagon Agency, we believe that tracking doesn’t stop at lead generation—it extends through every stage of the sales funnel. By measuring down-funnel metrics, we help our clients identify the most effective strategies for acquiring high-quality leads and optimizing their marketing efforts for maximum ROI. Our new lead management system, combined with our WordPress plugin and Google Sheets integration, allows us to take our clients to new heights in digital marketing performance.
Ready to Transform Your Lead Management?
Our new lead management system and WordPress plugin are the next steps in our mission to provide cutting-edge marketing solutions for our clients. If you’re ready to gain deeper insights into your sales funnel and optimize your marketing strategies, contact us today to learn more about how we can help you track, manage, and analyze your leads like never before.
