Help teams move faster
Fintech Sales Leads Dashboard
Gets new fintech leads into the sales CRM quickly, with enough context for the team to follow up while the enquiry is fresh.
Spark
A lead can look like a win in a campaign report and still be sitting in a form submission. I wanted sales to be able to act while the person was still thinking about their enquiry.
Category
Lead operations
Current shape
An internal dashboard with automated handoffs to sales and marketing.
Bench note
Why it belongs in the playground.
Leads from the website CMS, LinkedIn and other ad sources are put into a consistent format and sent straight to the sales CRM as deals. Sales gets the information it needs to follow up without waiting for someone to copy it over. The relevant details also go to the marketing CRM to trigger onboarding journeys.
The reporting follows leads from acquisition through qualification and into the sale. Marketing can see the cost per marketing-qualified lead (MQL) and which sources turn into sales. Sales can see where a lead came from, and both teams can see what happened after the handoff.
The main aim was to shorten the time between someone raising their hand and sales being able to respond. The sooner the team has a usable lead, the better its chance of starting a conversation while the enquiry is still fresh.