4 Steps to Effective Lead Management

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1. CAPTURE ALL YOUR LEADS 

Integrate web forms to capture lead directly from your website and landing pages, Import those excel files of leads and enter those business cards you gather.

Ultimately more leads means more business, so don’t let any lead fall through the cracks.

Feed your pipeline and work on becoming better at nurturing and converting.

2. ALIGN SALES AND MARKETING 

As buyers take more control over their buying processes, building alignment between Sales and Marketing teams is now more important than ever. The problem is that they both view things differently.

The important stepping stone is to agree the definition of a lead, and the criteria that needs attaining before passing to Sales. This criteria normally requires a lead to have a defined need, the necessary budget, and an appropriate purchasing time-frame.

4. ROUTE LEADS PROMPTLY AND TO THE RIGHT SALES PERSON 

With lots of lead flowing into your pipeline, you must make the most of them. Leads differ in quality, in value and in sales complexity. Prioritize them to make sure sales focus on your hottest leads.

With this in mind ensure the leads are routed as quickly and efficiently as possible, don’t let leads go cold, do not let your competitors steal a march.

3. TRACK AND MEASURE YOUR EFFORTS 

To improve lead generation, in terms of quality, quantity and return, you need to know which marketing channels work best. To do this you must track all leads whether good or bad.

Track lead sources, find out where you get your best leads from and start to understand your Cost-per-lead and Cost-per-opportunity metrics. The data will prove invaluable as you refocus your efforts.

Follow these 4 simple steps and you’re customer acquisition will be ahead of the game.

Try B12Leads - click for free Trial

 

Use B12Leads to distribute and keep track of leads within your sales teams – It’s successful Lead management.

Capture Leads - No more Cold Leads

Add leads quickly and effortlessly

No more cold leads. Directly feed your leads from the web or use the intuitive file import wizard. Capture ALL leads; trade show, seminar, email campaign etc.

Lead Reporting - Keep Track of Opportunities

Lead and Team reporting

Fast reports, containing detailed tables and colourful charts, help you see exactly what is going on. The value of your sales pipeline and who is performing.

Lead Assignment  - Get Leads to the right Sales Person

Assign leads to the right person

Decide who receives what. Automate the assignment of leads using B12′s intuitive assignment engine. Balance workloads and move leads between users.

Customize your Lead Management

Customize to meet your needs

Set up rules to automatically distribute leads, define your own Sales pipeline. Integrate into your website and feed leads directly to your sales people.

Manage your Sales Pipeline - Full Contact Visibility

All the sales tools you would expect

Full contact visibility. Manage your sales pipeline, notes, and to do’s. Receive Email notification when actions need doing.

Pay as you go Lead Management

Flexible, Secure and Reliable

Pay as you go, No contract lock in. Our servers and your data are held in state of the art data centres. Your data is regularly backed up.

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