If you’re using lead tracking tools, you know the feeling: tons of company names, visitor numbers, and contact info, but not a lot of clear answers. This guide is for anyone who wants to wrangle their data from Leadinfo, actually make sense of it, and—most importantly—turn it into something useful for sales or marketing. No fluff, no empty promises. Just a practical walkthrough, with a few reality checks along the way.
Step 1: Know What You’re Exporting (and Why)
Before you start pushing buttons, ask yourself: what am I actually trying to learn? Leadinfo can give you a firehose of data—website visits, company names, locations, visit durations, and more. But more isn’t always better.
Don’t bother exporting everything “just in case.” Decide what matters:
- Are you qualifying leads for sales calls?
- Trying to spot which campaigns drive real business visits?
- Want to see which industries are checking you out?
- Or just need a contact list for your CRM?
Pro tip: The more focused your export, the less time you’ll waste cleaning up data later.
Step 2: Exporting Data from Leadinfo
Leadinfo’s export options are clear, but not exactly foolproof. Here’s how to get your data out:
2.1. Use the Export Button
- Log in to your Leadinfo dashboard.
- Go to the "Leads" overview—this is usually the main screen after login.
- Filter your data. Use filters (date range, tags, company size, etc.) to narrow down what you actually want. This is important—otherwise you’ll get everything, which can be overwhelming and messy.
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Click the "Export" button. You’ll typically find this near the top right. Leadinfo lets you export to CSV or Excel.
- CSV is best if you’re planning to use Google Sheets, Excel, or import into another tool.
- Excel might preserve some formatting, but isn’t much different for most users.
2.2. What Gets Exported?
By default, you’ll get columns like:
- Company name
- Website
- Location
- Number of visits
- First/last visit dates
- Contact info (if available)
- Referrer (sometimes)
Heads up: You probably won’t get detailed user-level data (like individual visitor journeys)—Leadinfo is company-focused, not person-focused.
2.3. Limitations and Annoyances
- No API access? Some plans don’t include API export—so you’re stuck with manual downloads.
- Custom fields? If you rely on tagging or custom fields in Leadinfo, check if those export properly. Sometimes they don’t.
- Export limits: Large datasets can time out or get truncated. If you have a lot of data, export smaller date ranges.
Step 3: Clean Up Your Data
Don’t skip this. Raw exports are messy—duplicates, empty fields, weird formatting. Here’s a down-to-earth process:
3.1. Open in Google Sheets or Excel
Google Sheets is free and handles CSVs pretty well. Excel is fine but can choke on huge files.
3.2. Remove Junk
- Delete empty rows and columns.
- Check for duplicates. Sort by company name or website and use “Remove Duplicates.”
- Standardize fields. Make sure dates are in the same format, and all phone numbers/emails are consistent.
3.3. Add Useful Columns
- Lead Status: Add a column to mark if someone’s worth following up.
- Notes: If you spot something interesting, jot it down. Real-world context beats raw numbers.
Pro tip: Color-coding helps, but don’t go overboard. Keep it readable.
Step 4: Analyze for Real Insights (Not Just Vanity Metrics)
Now for the part that actually moves the needle. Here’s how to get beyond just “look at all these companies!” and find something actionable.
4.1. Segment by What Matters
- Industry: Are certain industries visiting more? Filter or create a pivot table to see.
- Geography: Maybe you’re getting tons of hits from countries you don’t even sell to. Ignore them.
- First vs. Repeat Visits: New prospects vs. returning fans—treat them differently.
- Source: If you have “Referrer” data, check which channels bring real companies (not just random traffic).
4.2. Build a Simple Dashboard
You don’t need fancy BI tools. Even a basic pivot table or chart in Google Sheets can show:
- Which campaigns drive the best leads
- Where most companies drop off (e.g., visit once and never come back)
- Top 10 companies by visit frequency or engagement
4.3. Spot the Real Opportunities
Look for:
- Patterns: Are specific companies coming back often but never converting?
- Clusters: Do certain types of companies (size, industry) engage more?
- Dead weight: Who’s hitting your site that’s irrelevant? Don’t waste sales time here.
Ignore: Vanity stats like total visitors, unless you’re also tracking quality. “More” isn’t always “better.”
Step 5: Take Action—Don’t Just Admire the Data
All this effort’s pointless unless it drives action:
5.1. Sync with Your CRM (If You Use One)
If you use HubSpot, Salesforce, Pipedrive, or similar, import your cleaned data. Most CRMs can import CSVs, though you’ll need to map fields (company name, website, notes, etc.).
Reality check: Automated syncs are possible if you pay for higher Leadinfo tiers or use integrations, but honestly, manual uploads every week or two work fine for most small teams.
5.2. Share with Sales (But Make It Useful)
Don’t just dump a spreadsheet into someone’s inbox. Instead:
- Highlight top-priority leads
- Flag companies with multiple visits
- Add context (“visited our pricing page 3 times last week”)
5.3. Track What Works (and Iterate)
- Did following up with certain companies pay off?
- Did a specific marketing campaign actually drive qualified visits?
- Update your process as you learn what’s useful and what’s noise.
What to Skip (And Why)
- Don’t try to automate everything out of the gate. Manual exports and analysis work just fine when you’re starting out. Automation’s great, but only once you’re clear on what’s actually valuable.
- Don’t stress about 100% accuracy. Leadinfo identifies companies based on IP data, which isn’t perfect. Treat the data as a helpful guide, not gospel.
- Don’t get lost in the weeds. Focus on leads you can actually act on. If you can’t figure out what to do with a data point, ignore it.
Keep It Simple and Iterate
Exporting and analyzing lead data from Leadinfo isn’t rocket science, but it does take some focus. Start small, keep your analysis tight, and don’t fall for the trap of chasing every metric. The real value comes when you actually do something with the data—so keep it simple, learn as you go, and adjust your process as you discover what works (and what’s a waste of time).