ANNUITAS

SEPTEMBER 7, 2021

When building a progressive profiling strategy, marketing tends to make a lot of assumptions about what they think is going to create a meaningful conversation without ever asking sales’ opinion. By doing this, you’re making the CRM useful for everyone on the team, not just managers trying to report on pipeline. Neither approach works.

Conversion 234

Conversion Sales Qualified Leads Ideal Customer Profiles Opinions 234

ANNUITAS

SEPTEMBER 7, 2021

When building a progressive profiling strategy, marketing tends to make a lot of assumptions about what they think is going to create a meaningful conversation without ever asking sales’ opinion. By doing this, you’re making the CRM useful for everyone on the team, not just managers trying to report on pipeline. Neither approach works.

Sales Qualified Leads 228

Sales Qualified Leads Ideal Customer Profiles Opinions Work Management 228

Lead Liaison

FEBRUARY 9, 2023

Marketing research, focus groups, and client satisfaction surveys are oftentimes polarizing topics. The best thing to do is to be intentional about asking for their opinion. However, it is our belief that the data you collect is always less scary than the data you ignore.

Ideal Customer Profiles 98

Ideal Customer Profiles Lead Liaison Customer Satisfaction Lead Scoring 98