Lead Management Process Design


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Convert More Visitors to Sales Qualified Leads 

Lead Management Process Design SMB Advisors

What is a lead management process?

A lead management process is a designed plan and strategy, agreed to by marketing and sales, that defines the different levels of lead quality and outlines the responsibilities and required activities by both sales and marketing. When done correctly, sales is spending their time on only the most qualified leads, marketing is attracting leads who are likely to be a good fit for your business and every lead will be attended to for the highest return on your lead generation investments.

Components of a lead management process:

  • Buyer Personas Defined
  • Lead Qualfiication Criteria
  • Effective Lead Generation Information Gathering
  • Lead Scoring
  • Marketing Automation Software & Emailing
  • Lead Management Handoff Process
  • CRM Customization
  • Marketing & Sales SLA
  • Reporting & Forecasting

Inbound Sales, Marketing & Branding Strategies

Take a look at this blog article that discusses lead management process design in more detail:

Align the Marketing & Sales Lead Management Process From the Bottom Up