Improving Lead Follow-Ups and Task Accountability for Sales Support Teams

AssistPro Sales Support Services handled inbound leads, follow-up calls, and documentation support for multiple client businesses. The team worked from a central office but relied on spreadsheets, call notes, and messaging tools to manage daily work.

Key challenges included:
• No centralized system to track incoming leads and follow-up status
• Missed or delayed follow-ups due to unclear task ownership
• Limited visibility into daily team activity and workload
• Management dependency on manual updates to assess productivity

These gaps resulted in lead leakage, inconsistent follow-ups, and reduced confidence in daily operations.

Karyalay was implemented to structure sales support workflows and improve accountability. All incoming leads were captured centrally in the CRM and assigned to specific team members with defined follow-up tasks.

Task management ensured every call, follow-up, or internal action had clear ownership and timelines. Attendance tracking helped standardize team presence and daily activity monitoring.

With activity reports and dashboards, management gained real-time visibility into lead status, task completion, and team performance—without relying on spreadsheets or verbal updates.

📌 Centralized lead tracking with clear follow-up ownership
⏱️ Reduced follow-up delays through structured task assignments
👥 Improved team accountability in daily operations
📊 Real-time visibility into sales support activity
📉 Lower lead leakage due to consistent follow-ups
🚀 More reliable operations without manual coordination