The Point

APRIL 1, 2014

Rather than reinvent the follow-up process, we sat down with the BDR, documented her standard follow-up procedure (a series of phone calls and emails that stretched over a number of weeks) and automated every step using Marketo , a leading marketing automation platform. Once initiated, the steps are as follows: 1.

Lead Nurturing 100

Lead Nurturing Sales Qualified Leads Lead Scoring Lead Ranking 100

Customer Experience Matrix

SEPTEMBER 1, 2009

This process has five functions: send emails to prospects; capture responses on landing pages; score leads; send qualified leads to sales; and nurture non-qualified leads with multi-step campaigns. Users can also specify a waiting period between actions, and whether to send alerts when a lead qualifies for an action.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Small Business Marketing Marketing Automation Services 120

LeanData

DECEMBER 22, 2014

Most likely, the reps never saw the leads because: They weren’t notified about a new lead in an account they’re responsible for. Sales reps rarely use the assigned leads view in Salesforce.com. The leads weren’t assigned to the right rep. Do you want Sales to pay attention to your leads?

Lead Ranking 40

Lead Ranking Lead Scoring Sales Qualified Leads Salesforce.com 40

LeanData

DECEMBER 22, 2014

Most likely, the reps never saw the leads because: They weren’t notified about a new lead in an account they’re responsible for. Sales reps rarely use the assigned leads view in Salesforce.com. The leads weren’t assigned to the right rep. Do you want Sales to pay attention to your leads?

Lead Ranking 40

Lead Ranking Lead Scoring Sales Qualified Leads Salesforce.com 40

LeanData

DECEMBER 22, 2014

Most likely, the reps never saw the leads because: They weren’t notified about a new lead in an account they’re responsible for. Sales reps rarely use the assigned leads view in Salesforce.com. The leads weren’t assigned to the right rep. Do you want Sales to pay attention to your leads?

Lead Ranking 40

Lead Ranking Lead Scoring Sales Qualified Leads Salesforce.com 40

LeanData

DECEMBER 22, 2014

Most likely, the reps never saw the leads because: They weren’t notified about a new lead in an account they’re responsible for. Sales reps rarely use the assigned leads view in Salesforce.com. The leads weren’t assigned to the right rep. Do you want Sales to pay attention to your leads?

Lead Ranking 40

Lead Ranking Lead Scoring Sales Qualified Leads Salesforce.com 40

Lead Liaison

MAY 1, 2018

Middle of the Funnel: Lead Management Automation (LMA)™. Task Management: OneFocus™ , Trello , Google. Middle of the Funnel : Lead Management Automation (LMA)™. Once you develop your top of the funnel leads into engaged contacts they need to be nurtured and followed up with. CRM: OneFocus™.

Enterprise Management 50

Enterprise Management Work Management Marketing Management Marketing Automation Services 50