Why We Recommend “Unique” Lead Management

Capstone Insights

In my last post , I framed out the three main lead management approaches in B2B SaaS. Data management. Point of interest introduces a ton of duplicate records in a CRM and, though hybrid introduces substantially fewer, it still creates a large number of duplicates. As such, when two or more leads or contacts are pulled back from the CRM for the same person (think same email address) they are merged. Interaction management.

Why We Hate POI, Dislike Hybrid, and Recommend “Unique” Lead Management

Capstone Insights

In my last post , I framed out the three main lead management approaches in B2B SaaS. Data management: Point of interest introduces a ton of duplicate records in a CRM and, though hybrid introduces substantially fewer, it still creates a large number of duplicates. As such, when two or more leads or contacts are pulled back from the CRM for the same person (think same email address) they are merged. Lead Management Marketing Automation

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Why Marketing Converts Hates POI, Dislikes Hybrid, and Recommends The “Unique” Lead Management Approach

Capstone Insights

In my last post , I framed out the three main lead management approaches in B2B SaaS. Data management: Point of interest introduces a ton of duplicate records in a CRM and, though hybrid introduces substantially fewer, it still creates a large number of duplicates. As such, when two or more leads or contacts are pulled back from the CRM for the same person (think same email address) they are merged. Lead Management Marketing Automation

10 Lead Management Tips to Help Your Sales Forecasts Land Right on the Money

Televerde

We’ve come to rescue you from the unforgiving floodwaters of uncertainty with steps to make sure your sales and marketing departments are working seamlessly to drive quality leads that enable accurate sales forecasts. A prime example of this interdependency is how marketing’s lead management best practices are key to accurate sales forecasting. Nurture leads before sending them to sales. Work with sales to define when a lead is ‘sales ready’.

Glossary of Lead Management Terms

LeanData

Lead2Account View – Lead2Account is a view that will enable sales to see revenue more quickly by finding revenue in target accounts, accelerating new opportunities, and reducing the time to process leads, allowing sales to make better use of the data. Typically this involves updating it, standardizing it, and de-duplicating records to create a single view of the data, even if it is stored in multiple disparate systems.

Glossary of Lead Management Terms

LeanData

Lead2Account View – Lead2Account is a view that will enable sales to see revenue more quickly by finding revenue in target accounts, accelerating new opportunities, and reducing the time to process leads, allowing sales to make better use of the data. Typically this involves updating it, standardizing it, and de-duplicating records to create a single view of the data, even if it is stored in multiple disparate systems.

6 Quick Tips to Improve Lead Database Quality

Marketo

Author: Ed King Let’s face it—your lead database is dirty and full of holes. It contains duplicate records, incomplete addresses, and limited segmentation. De-duplicate records. Marketers often hesitate to automate de-duplication (the process of removing duplicate leads ) and prefer to eyeball duplicates and merge records manually due to fear of eliminating the wrong records. Lead Management b2b

Bad Data In, Bad Data Out: 5 Steps to a Squeaky Clean Database

Marketo

Author: Frank Passantino Bad data infiltrates every database, in the form of duplicate contacts, irregularly formatted leads, and junk records. 1) Identify Duplicates. Once you start to get some traction in building out your database, duplicates are inevitable. So proactively scrub your data on a regular basis and eliminate duplicate leads as they come in. Of course, you need to delete with caution, even when there is a duplicate. Lead Management

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.    This company had invested in sound technology platforms, but in the words of the marketing manager, “they just weren’t working.”. A Process-Based Approach to Lead Management.   These comments and statistics only underscore the need for organizations to develop and implement a data management and hygiene strategy. 

Did Somebody Ask About Data Quality?

DealSignal

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. Another gap occurs in lead scoring. If sales reps fail to act on marketing qualified leads, one reason is poor data quality.

LeanData Announces Series A Funding Led By Shasta Ventures and Felicis Ventures

LeanData

a startup focused on lead management software announced today that it has secured $5.1 Ravi Mohan, Managing Director at Shasta Ventures, joined the company’s board of directors. Since starting the company, we’ve had the opportunity to work with many leading enterprises to unlock the value of their data and align sales and marketing objectives. LeanData’s solutions simplify lead management by matching leads against existing pipeline and accounts.

LeanData Announces Series A Funding Led By Shasta Ventures and Felicis Ventures

LeanData

a startup focused on lead management software announced today that it has secured $5.1 Ravi Mohan, Managing Director at Shasta Ventures, joined the company’s board of directors. Since starting the company, we’ve had the opportunity to work with many leading enterprises to unlock the value of their data and align sales and marketing objectives. LeanData’s solutions simplify lead management by matching leads against existing pipeline and accounts.