Lead management best practices for Sales teams
TL;DR Overview Lead management has a direct impact on how efficiently Sales teams turn prospects into customers. When leads are captured accurately, routed to the right rep, prioritized appropriately, and followed up with consistently, Sales…
A practical guide to lead source tracking
TL;DR Overview If you’ve ever pulled a “leads by source” report and thought, “This can’t be right,” you’re not alone. Lead source tracking breaks down fast when definitions are fuzzy, fields get overwritten, or different…
Best mortgage lead management software for 2026
TL;DR Overview These mortgage lead management software recommendations are geared toward Consumer Direct (CD) mortgage shops, especially lenders buying leads or managing a steady flow of direct inquiries. Two common mortgage lending models are retail,…
How to build and improve your lead management process
TL;DR Overview A lead management process gives Sales and Marketing teams a structured way to move prospects from initial interest to conversion. Without clearly defined stages, leads can become lost between systems, sales representatives may…
Jennifer Linton on turning early insurance data into better customer outcomes
Jennifer Linton is an insurance technology leader, entrepreneur, and the CEO/Founder of Fenris. She leads the development of real-time data and analytics platforms that support millions of monthly insurance quoting workflows across auto, home, and…