How to qualify leads with Teamleader

No business can truly blossom without proper lead qualification. However, Gleanster Research shows that 75% of leads aren’t suited for sales. If those leads do slip into your sales process, they will be hard to sell to or barely interested. We’re talking unenthusiastic phone calls, missed appointments and unanswered emails that just cost time and money.

A good lead qualification process will help you gather information and decide if your potential customer fits the ideal profile. But this is not something you can scribble on a piece of paper. You'll need the support of tools to store and process that information.

Luckily, Teamleader is the perfect tool to complement your lead qualification process. Teamleader lets you collect and process the right data to identify which leads are a good fit (or not) so you can focus on the right opportunities and close deals faster. This blog shows you how to qualify leads with Teamleader and generate more revenue in the end.

Give your sales and marketing a strong boost to generate more revenue and grow your business.

Collecting lead information

First and foremost, to ace lead qualification, you need to collect all the information you need to paint a clear picture of a contact. You can collect this data in multiple ways with Teamleader: through LinkedIn, web forms and email.


Not following up on leads quickly enough (or maybe not even at all) because of a lack of time or overview is a losing proposition. Teamleader’s Web2Leads integration takes care of that in 4 simple steps:

  1. You up a form on your website using Jotform, Wufoo, Unbounce and Formstack or by building your own custom form.
  2. Your website visitors fill this in, in exchange for more information, a price list, a survey or any other offer.
  3. Their contact information is pushed to Teamleader, automatically adding a new contact and a new deal.
  4. New leads can start pouring into your Teamleader database, ready for qualification and - of course - perfect follow-up.

Hosting an event? Create a special form for the occasion to collect attendees’ contact details. With this information you can discover if this event paid off in terms of sales in the statistics section: how many leads did you qualify or convert in the end?

Teamleader Focus allows you to perfectly track the way from lead to customer. From registering a lead to following up, sending a quotation, and so on you can manage your entire business.


LinkedIn holds a treasure of business information: a person’s job title and the way they describe their role might indicate whether a person's a decision maker, the industry they’re active in, and so on. Teamleader’s LinkedIn plug-in allows you to automatically add a prospect’s profile details to Teamleader.

For example, if you received someone’s business card you can jump to their LinkedIn profile and push more information to Teamleader to get more ammo to qualify this lead. Moreover, you can also add a company’s employees, to get a complete scope and make sure you can talk to the right people fast.

Email tracking

If you sync your email client (i.e. Outlook, Office 365, Gmail) with Teamleader, you can push contact information as well as in- and outgoing emails from your email client’s database to your CRM.

In addition, you can also add unknown email contacts directly to Teamleader, and save all emails sent between you and your CRM contacts to the database. Result: perfectly tracked communication without copying and pasting.

Without any hassle, Teamleader allows you to save contact data in your CRM incredibly fast and enrich it with additional relevant information. This not only forms the basis for your lead qualification, but it’s also an easy-to-use, low-effort way to build a customer and lead database. Up next? Managing and making sense of all that data.

Optimise your lead management & qualification

A well-organised view of all incoming leads - regardless of whether they’re interesting for you or not - is an absolute must. Teamleader Focus gives you that as well. Here’s where your lead qualification process picks up, based on factors like urgency and timing.

Keep track of leads with Deal phases

In Teamleader, a Deal is a sales opportunity. To closely track the progress and make sure you take the right follow-up action for every new contact, Teamleader enables you to automatically turn every new contact into a deal. You can split up each deal into different phases: connect, qualify, demo, close, won, and so on. Based on the colour codes, you instantly see which contacts require which action. If the deal is in red, the more pressing it is.

Blog4 Qualify Leads With TL Inline 2

If a deal got rejected, you can also add a ‘lost reason’. For example, if someone tells you that right now isn’t a good time to make a purchase but they might reconsider in 6 months, you can plan a follow-up call then. A double qualification win: you don’t lose time and effort on a useless pursuit, but you do keep a good lead for the future.

In addition, tracking ‘lost reasons’ allows you to make strategic, data-driven decisions that will pay off in the long run. For example, if a certain number of people claim your price is too high, you can start a campaign that demonstrates the value of your product or maybe even consider reducing your price or offering. What’s more, you could also segment these people to identify their common characteristics and learn which type of lead to target less.

Create follow-up tasks and calls automatically

As mentioned before in the ‘email tracking’ part, you can sync your calendar with Teamleader, enabling you to convert from one calendar to another. Moreover, create tasks automatically to follow up on the next steps: you might want to plan a call through Teamleader’s VoIP integration, schedule a meeting or follow-up mail for next week, and so on. If a lead doesn’t respond to a call, Teamleader Focus will automatically suggest to call back so you don’t forget.

These features all have timing aspects in common. Because with lead qualification, the question is not only which leads you should/shouldn’t chase, but when to chase them.

‘Separating the wheat from the chaff’ with custom fields, tags and segments

The ability to separate hot, promising leads from the not-so-interesting ones is indispensable in your quest for the right leads.

Consequently, this makes segmentation an essential element of lead qualification. Splitting up your database will help you plan a proper follow-up action and target your messaging better. You can create segments by adding tags or custom fields.


Custom fields


Labels you make yourself to add a certain characteristic to contacts or companies. When you create a segment, you can filter on your own tags. E.g. add the tag 'very interesting lead' if they deserve your top attention.

Fields with extra information, available for contacts, companies, deals, projects, tasks and even invoices. Teamleader offers a few fields by default, but you can also create your own field. E.g. create a field with 'Deal value', so you can segment on your most promising leads in terms of profit.

Group contacts based on readily available common characteristics (like language or vertical) or on the information you provide via custom fields and tags (which can be a combination of data with nearly limitless options). E.g. you could group contacts you've been in touch with 3 months ago to plan a nurture action.

Lead qualification is a continuous learning process

We already talked about the timing aspect of qualification. Custom fields are perfect for this: add ‘Closing date’ if you want to indicate when you expect to close a deal. Suppose a deal will close in 6 months, mark it with the lost reason ‘bad timing’. In the meantime, keep the lead warm and nurture it with relevant content to showcase your expertise. For example, a garden architect can send two useful emails with tips to make your garden winter or summer-proof. Tip: send email campaigns with Teamleader’s integration with an email automation platform such as Mailchimp or Campaign Monitor.

Teamleader Focus allows you to discover the best lead sources through customer data management. Always ask a potential lead how they got in touch with your business. Did they find you through your website, talk to you at an event or discover you through a magazine? Teamleader’s lead source statistics allow you to measure the conversion rate per source, and spend your money wisely. For example, if you get a lot of great quality leads through your partner network, it’s wise to collaborate more with them.

The way you qualify leads requires you to take a step back from time to time, learn which questions you need to ask and take a look at statistics to fine-tune your strategy. Teamleader Focus helps you detect trends and take strategic decisions to take your sales to the next level.

  • 22/01/2018
  • Last modified on 13/03/2024

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