Remove field help work
article thumbnail

Active Conversion Offers Strong Lead Management and Leaves Out the Rest

Customer Experience Matrix

Summary: Active Conversion helps marketing and sales departments make the best use of leads they’ve generated outside the system. Leads can enter from channels other than email. Information can come from sources beyond the lead itself. Adding these items to an evaluation template is not especially difficult.

article thumbnail

Salesforce.com Best Practices: Thought Leadership with David Taber, Author of Salesforce.com Secrets of Success

Adobe Experience Cloud Blog

David is the author of the new Prentice-Hall book, " Salesforce.com Secrets of Success ," which covers the people, policy, and process issues surrounding effective CRM solutions. The features were working, but the business wasn't getting the payoff. A key issue to watch out for: how long it takes for you to first "touch" a new lead.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Optimizing Lead Distribution for Higher Conversion

markempa

So do you invest your hard-won leads on your top performers, or do you try to help your weaker salespeople? Many of you reading this post do not have a choice of who you distribute leads to. What can you to do optimize your lead distribution process for higher conversion? Match leads based on location.

article thumbnail

Segmentation, Social Media Drive Lead Nurturing Success for iDirect

The Point

All this presents real challenges for both demand generation and lead management. First, the company invested in Marketo , a leading marketing automation platform that integrated well with the company’s CRM system, Salesforce.com. Custom workflow helps profile leads, identify high-potential opportunities.

article thumbnail

What's it take to generate leads that fuel your forecast?

ViewPoint

While all of these scenarios have potential, none could be called a lead. Just try to pass them on to your field sales team and you’ll see. What’s it take to generate a volume of real leads, the ones you really need? Over the past two decades we’ve worked hard to crack the code on this. They won’t get followed up.

article thumbnail

Hubspot Offers Small Business Marketers a Big Bundle of Features

Customer Experience Matrix

Summary: Hubspot offers a bundle of Web traffic generation and lead management features in one low-cost package. The current version also hosts landing pages and Web sites, manages a lead database with profiles and Web activity history, generates lead scores, sends alerts to sales people, and synchronizes data with Salesforce.com.

article thumbnail

Net-Results Simplifies Demand Generation for Small Business

Customer Experience Matrix

Email campaigns are targeted at segments; Web visitors are classified into segments; behavior alerts are triggered by segments; lead scores are assigned to segments; leads are sent to the sales system based on segments; reports are run against segments. I guess that’s true, but doubt it’s important to most marketers.