Lead Management Best Practices:

Proven best practices coupled with sales tools will help turn your sales team into a sales force. You will be able to optimize your team by creating internal controls that keep your team in sync.

Step 1 – Identify the best lead sources:

• Weed out bad leads instantly.
• Spot bad sources and shut them off.

Step 2 – Create sales workflow that caters to your teams' best practices:

• Customize your sales workflow or use one that's already proven.
• Train your team on how to move leads through the close process.

Step 3 – Create triggers that correspond with your workflow:

• Triggers will help automate tasks, notes, and reminders so your sales team can focus on selling.

Step 4 – Create automated marketing campaigns:

• Setup welcome e-mails and follow up e-mails that are sent automatically.
• Setup drip mail for holidays, events, and time ranges.

Step 5 – Maximize your sales team effectiveness:

• Use the power dialer and click to dial to easily call leads that have not responded or closed.
• Create pull methods when times are slow for agents to pull any un-responded or non-contacted leads.