How To Implement A B2C Lead Follow-Up System
Where do you begin when thinking about a sales lead follow-up process, and why is it important?
Blog Author
Gabe Buck is the founder and CEO of ClickPoint Software. With nearly two decades of experience solving lead distribution, lead management and sales conversion challenges, Gabe has helped companies in mortgage, solar, education, and home services close the gap between marketing and sales. Through ClickPoint’s platforms - LeadExec and SalesExec - he delivers scalable, compliant solutions that drive real ROI for lead providers and buyers.
Where do you begin when thinking about a sales lead follow-up process, and why is it important?
NASA set the standard for remote management of a crisis fifty years ago when mission control coached the crippled Apollo 13 spacecraft back to Earth after an explosion aborted the mission and jeopardized the lives of three astronauts. The effort to rescue the crew, depicted in the 1995 movie Apollo 13, provides excellent examples of how to manage your team remotely to a successful result.
Sync your appointments created in ClickPoint with your Office 365 Calendar Users can sync their Appointments made via Actions, the Main Calendar, the Lead Manager Screen, or the Lead Details Screen to their Office 365 Calendar. Setup
Nurturing a lead from a new lead to a closed sale is tough work. During the process of conversion, most leads fall by the wayside as a select few make it to the final stage of closure. Many businesses treat each lead as a small seed waiting to bloom into a fruit-bearing plant at the point of sale. Like leads, seedlings are sensitive and require a great amount of proper care to bloom. Light, nutrient rich soil, and water are vital elements that help a seed grow, just like constant contact, value, and time are needed for leads to mature. It’s a delicate process. However, there’s a huge difference between growing plants and nurturing sales leads. Man has gotten really good at growing things en masse, but we still suck at selling things to individuals on a massive scale. Over the last 200 years, man has developed technology like the tractor which helped us become incredibly efficient at growing individual seeds in unison into high-yield crops, but we haven’t invented a technology that truly let’s us nurture leads as efficiently as we nurture seedlings. ClickPoint is ready to change all that by using modern technology to automate the lead nurturing process as much as possible.
What is Lead Distribution? When a prospective customer responds to a marketing campaign by submitting their contact information or calling a designated number, that response creates a digital record. In sales terminology, that record is called a lead. A lead is a prospective customer who has shared contact information and expressed interest in a product or service. Lead distribution is the process of routing and delivering a sales lead to a specific salesperson, sales team, office, or buyer for direct follow-up.
ClickPoint is designed to help marketing managers improve lead quality by instantly capturing leads from a variety of sources while providing real-time reporting which highlights metrics needed to pinpoint underperforming lead sources.
ClickPoint customers can now call more leads in less time and automate sales activity anywhere from their Android phones and tablets.
Buying or creating leads without lead scoring is a recipe for disaster Making sure you don’t send bad leads to your clients is no easy task. So how can you build a winning Lead Distribution system that ensures you never send bad leads to your customers? ClickPoint Software’s flagship product, Leadexec has made it easy.
Have you ever wondered what might happen if you had an easy-to-use call routing solution? Well, for one you would be able to increase the amount of leads you capture on your website or landing page. If you have seen some of the existing call flow editors they really make your head hurt and you really can’t make the most use of the system because frankly you need a developer to assist you. These call flows can be quite extensive. “We wanted to create a system that allowed you to really visualize the process and see how a potential client that was calling your company would step through the entire process” ClickPoint Chief Architect, Mike Sawyer
Simplicity in your inbound call center will improve sales performance I was just at NextCon in Phoenix, a great show put on by the cloud-communication company; Nextiva. At the convention Steve Wozniak spoke about his life and time at Apple. When asked about his recommendation for creating innovative products, he said that the number one thing was to create elegant simplicity. We have heard this before but how do you make an inbound call center sales process so simple a kid could do it? Apple has made it so that my five year old understands how to use an iPad, probably better than I do.
If you haven’t made it to NextCon, you really should think about going next year. Every year Nextiva, a progressive cloud-communication company located in Phoenix, puts on one power packed show.This year they had great speakers like Guy Kawasaki, Steve Wozniak, and my personal favorite, Dr. Connie Mariano. Dr. Mariano is a local in Phoenix, AZ, and I have to say one of the most impressive speakers I have had the pleasure of listening to. Not only is her personal story inspirational, she also has a genuine and authentic presentation style. She is engaging and dynamic, but comes across as humble and genuinely interested in helping people discover what makes them truly happy in life. Her story is one of perseverance, authenticity, purpose, and passion.
Updates for the week of 11-02-2015 This update covers many new features we added to the mobile application. We added appointment functionality, filters, comment boxes. We also improved the calendar system to include recurring appointments. These updates are officially released to our web version, however, the update to our mobile solution is pending approval from the Apple App store.