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Keeping track of connections and leads is often really difficult, even for seasoned professionals. We all know the importance of following up, but how often is that happening in a time and accurate way? Accuracy and timeliness are integral to building a relationship with trust with potential investors, but it can be challenging to keep track of everything in an organized way. While yes, the lead generation process is a little overwhelming, there are some tools that can mitigate that.

 

If keeping track of leads and interactions is something you’re struggling with, we have some resources that can help. The great thing about these tools is that they aren’t just for keeping track of leads but they can also help throughout the fundraising journey. These are some of our top picks:

 

  • Airtable*
  • Hubspot*
  • FounderSuite*
  • Pipedrive
  • Salesforce
  • Excel-style spreadsheets

 

*Startups that are part of our Newchip Accelerator get special access/credits to these programs.

 

 

For anyone struggling with losing leads or forgetting to follow up in time, these tools are a lifesaver! Make updating your chosen tool a part of your working day, even if it’s just 5 minutes and you’ll start to see a difference in your lead generation process. 

 

It’s easy to lose leads if you forget to take notes, or aren’t able to document your interactions with each contact. This is definitely a numbers game, so always track and measure what you invest any of your time into and what methods tend to resonate for different people.

 

These resources are also great for tracking positive and negative feedback, demographic information, and other key differentiators that could help you sell better. Not only does this help identify potential blockers in the funnel, but also any issues that might be in the way you pitch and position yourself in the market.

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