Implementing an Efficient Lead Management Process in Six Steps

Lead management bridges the gap between marketing and sales. It’s a customer acquisition process which identifies potential buyers (leads), educates them, engages with them, and when the leads are considered qualified, get passed from marketing to sales.

Is your business following an organized and effective lead management process? Doing so can improve the results of your lead generation efforts and ultimately contribute to more sales. If your business is lacking a solid system for managing leads, the following five steps will help you create and implement a successful and efficient lead management process from start to finish.

Step 1: Identify and Understand Your Leads

This initial step is crucial to the success of each of the others. You need to determine first and foremost who your potential buyers are to develop a process that will enable you to identify in which part of the sales process these prospects stand.

First, your marketing team should identify buyer types and what their personas are. This will help you identify your ideal lead picture for your product or service. This persona can be carved out by identifying the following:

  • Demographics: Where do your ideal customers live? What’s the size of the company they work for? What industry market are they in? What are their problems, wants, and needs?
  • Behavior: Are they reading blogs, whitepapers, or just searching via Google to find the information they’re looking for?
  • Lead Source: How do your best leads typically find you? Do they come from direct traffic to your website, did they read an article mentioning you, did they see one of your tweets?

You should also dig deeper by trying to understand the mindset of your ideal customer. Is he/she the business owner, the VP, the tech guy? Determine where he or she lives, what he or she reads, and how he or she visited your site.

Step 2: Generate & Collect Intelligence About Your Leads

The sales cycle has been extended because the lead process begins in marketing where the marketing team figures out where the first point of contact was with the potential lead. The key to generating leads and knowing their source is to create and track content.

  • Place your premium content offers like whitepapers and webinars behind a lead-capture form to generate leads and gather critical lead intelligence information about them that can be used during the lead management process.
  • Add a tracking token to links you share in social media and through email marketing to help you identify leads’ behavior and interaction with your content.
  • Use your marketing analytics to determine how people are coming to your website or blog and where they are clicking. This will inform you which types of content leads are looking at and help you understand what their interests, needs, and wants are.

Capturing this information about your leads is critical for step four, lead nurturing.

To read about the other 4 steps on how to be effective with lead management, read my full post on the Hubspot blog here: http://blog.hubspot.com/blog/tabid/6307/bid/28889/6-Steps-to-Implementing-an-Effective-Lead-Management-Process.aspx#ixzz1eOI8ScIh

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