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ways to do your lead management right4
Right Technology
✓ Know your needs ✓ Prepare to scale ✓ Identify your costs
Right Technology
✓ Know your needs ✓ Prepare to scale ✓ Identify your costs
Before you can select the right technology you need to fully understand the problems you want this technology to solve.
You must first know your needs, then select the software.
Right Technology
✓ Know your needs ✓ Prepare to scale ✓ Identify your costs
Don’t select the software you will use based on your current situation. You expect to be successful; plan for the future.
Select the technology that will scale as your business grows.
Right Technology
✓ Know your needs ✓ Prepare to scale ✓ Identify your costs
What you spend on the right technology is an investment in your future; identify what you will spend implementing tech.
Recognize your costs are never just related to money.
Right Beginning
✓ Sales Team ✓ Marketing ✓ Audience
Right Beginning
✓ Sales Team ✓ Marketing ✓ Audience
Sales teams and marketing teams must work together to create the best strategy for customer growth.
Your sales and marketing teams should be unified around a common strategy.
Right Beginning
✓ Sales Team ✓ Marketing ✓ Audience
Marketing begins when your business begins. There is no such thing as too early to begin marketing.
Plan your marketing strategy from the very beginning.
Right Beginning
✓ Sales Team ✓ Marketing ✓ Audience
The identified target audience dictates a sales and marketing focus from the very beginning.
Begin the right way by knowing your audience.
Right Campaigns
✓ Timing
✓ Repetition
✓ Purpose
Right Campaigns
✓ Timing
✓ Repetition
✓ Purpose
Campaigns need to be bold in sharing the right information at
the right times.
Don’t be afraid to share your campaign content repeatedly.
Right Campaigns
✓ Timing
✓ Repetition
✓ Purpose
Campaigns should always have a clear and distinct purpose or goal
to be accomplished.
Organize your campaigns so your leads do what you want.
Right Campaigns
✓ Timing
✓ Repetition
✓ Purpose
Campaigns should be organized to execute at the ideal times.
You should be aware of your target audiences peak engagement times.
Right Reporting
✓ Lead Tracking
✓ Engagements
✓ Conversions
Right Reporting
✓ Lead Tracking
✓ Engagements
✓ Conversions
Right reporting focuses on lead activity: such as
time spent on page, pages visited, and
social sharing.
Your reporting should accurately track your
leads activities.
Right Reporting
✓ Lead Tracking
✓ Engagements
✓ Conversions
Reporting should include engagement
activity between company and lead.
Right reporting means knowing where your
leads engage.
Right Reporting
✓ Lead Tracking
✓ Engagements
✓ Conversions
Right reporting identifies which pages and forms provide the
best conversions.
You must know what works and what doesn’t.
