Lead Sourcing for ROI

Does anyone have a great system for sourcing leads/deals, other than a slip of paper with check boxes, or the salesperson simply asking the customer? We have two issues I'm trying to overcome:

We fail to ask 100% of our customers
The salespeople may not choose the correct source... for example the customer says "I found your Honda site," so the salesperson selects "Honda website," but that actually refers to the manufacturer site.

(We are unable to clean up our tracking codes to make them more clear, due to limitations of our CRM, so I can't make the choices more user-friendly. There are way too many codes and it's difficult to tell the difference between some of them.)

Our website back-end has a tool that tracks all of our lead forms so we know for certain the source of our deals that come from on-site form. It's the leads that did not come from a form that we're trying to perfect now. The back-end allows me to manually input a source, but I am finding flawed data in the CRM.

If there are any ideas on how to improve the accuracy of our in-store sourcing, I'd be very grateful!

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Permalink Reply by Christopher Bragg on April 1, 2014 at 11:57am

I think I might know someone who would be able to assist you. Please call me at (888) 311-0196 when you have a moment. I would love to set up a time for a demo of a possible solution for you that is pretty inexpensive.

Chris Bragg

The IMPACT zone

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Permalink Reply by Andrew Alvarez on April 29, 2014 at 4:56pm

On our guest sheet, we had a section specifically for sourcing. We'd put our main source's logos there and ask a question like "How'd you find us" or "How'd you hear about us" and have the customer circle which one or select other and write in. It wasn't 100% but it worked for us.