New: LeadLoft for Recruiting, Coaching, & More!
We’re excited to announce one of the most important updates to LeadLoft to date, B2C sales tracking.
Let's jump in and cover what's new!
How This Benefits You
With this new feature, LeadLoft becomes dramatically more flexible and accessible to a whole new range of professionals and industries.
Instead of being limited to business-to-business tracking, you can now manage leads on a Contact-to-Contact basis. This opens the door to countless use cases, with some of the biggest being:
- Recruiting: Track and engage candidates directly.
- Coaching: Manage relationships with clients and prospects at an individual level.
- Advising: Keep track of your client base with personal profiles.
- Wellness: From fitness trainers to mental health professionals, manage clients seamlessly.
- And more: Personal injury law, consulting, real estate, etc.
With this update, LeadLoft now supports not only B2B pipelines but also any number of B2C workflows.
What Changes with LeadLoft?
Although this is a massive update, you don't need to learn anything new. LeadLoft still operates the exact same way, with all of the changes happening automatically on both the front-end and the back-end.
Even still, you may notice a few key updates across your pipeline.
Here's what will change:
1) Logos & Lead Names
Instead of seeing company logos and business names, your pipeline will now reflect contact profile photos and individual names.
2) Lead Views Are Now Contact-Centric
Opening a lead will show you details focused entirely on a single contact, rather than a company with multiple contacts.
This makes it easier to stay personal, focused, and engaged in your B2C efforts.
3) Contact-Based Deduplication
When B2C mode is on, your CRM will now deduplicate based on contacts, not companies. So instead of grouping people under companies, each Lead reflects a single Contact.
We’ll even use waterfall deduplication and check the contact’s email, phone number, or LinkedIn URL to see if they’re already in your dashboard.
How to Enable B2C Tracking?
Switching to B2C tracking is simple:
- Head to your Workspaces in LeadLoft.
- Click “Edit workspace.”
- Adjust your target audience from “Businesses (B2B)” to “Individuals (B2C).”
And just so you're aware, this option will also be presented up-front during onboarding or when creating a new workspace, so you can track the right audience (businesses or individuals) on day one.
Wrapping Up
This update is a huge step in making LeadLoft more flexible and powerful for every type of seller, B2B and B2C. So whether you’re selling software, marketing services, or even sourcing applicants, LeadLoft now adapts to you.
If you’d like a walkthrough of how to enable this feature or best practices for setting up your pipeline, our team would be happy to help. Book a time with us here or feel free to give it a try LeadLoft free.
