Remove CRM Remove De-duplication Remove Lead Management Remove Validation

14 Quick Tips for Kick-Ass Lead Management

Hubspot

Sales wants more, better leads. Marketing wants sales to call all of the leads they're delivering. How do you improve lead management so leads aren't wasted or contacted before they're ready, and both sales and marketing can live together in harmony? With or without a lead management system, you likely still face these types of problems. That's because great lead management is kind of, well.hard. Determine the validity of a lead.

5 Reasons Why Marketing and Sales Technology Just Won’t Work

ANNUITAS

Several years ago I was on-site with a client discussing their desire to develop and implement a lead management process.    These technologies included a marketing automation platform and a CRM system.     During my time with them, it soon became apparent that their CRM system was not faring much better either.    With marketing automation and CRM, it’s not any different. 

Did Somebody Ask About Data Quality?

DealSignal

A few years back, I attended a three-hour “vendor shoot out” between two CRM vendors hosted by an IT services firm. The consultants ran through a series of standard CRM processes including lead management, dashboards, record customization by the site admin, and Outlook integration. Except for a short discussion on de-duplication of records, you would think that data was miraculously keyed into CRMs perfectly and wasn’t subject to decay.