Sei sulla pagina 1di 10

WHITEPAPER

Five Steps to an Effective Lead Process

By: John M. Coe


President, The Sales and Marketing Institute

WWW.INVENIOMARKETING.COM
WHITEPAPER

Five Steps to an Effective Lead Process

INTRODUCTION
One of the most difficult and misunderstood business processes today is the entire subject of
“leads”. Starting with the stimulation to generate inquiries all the way through the challenging
hand-off and follow-up by a sales resource, this area sees more wasted money, lost opportunity
and downright mistakes than any other area in business-to-business (B2B) marketing and sales.

Here are a few reasons to consider revamping your lead process:


t 'JSTU #UP#.BHB[JOFSFQPSUTUIBU PGBMMNBSLFUJOHFYQFOEJUVSFTBSFEPOFTPXJUI
UIFFYQSFTTQVSQPTFPGHFOFSBUJOHMFBET5IFSFGPSF BOZJNQSPWFNFOUJOUIFMFBETZTUFN
JTBMJHOFEXJUIUIJTFYQFOEJUVSF

t 4FDPOEMZ NZFYQFSJFODFJTUIBUJNQSPWFNFOUJOUIFMFBERVBMJmDBUJPOBOEIBOEPõ
QSPDFTTCSJOHTBUJNFT30*GPSNPOJFTTQFOU8IBUPUIFSLJOEPGNBSLFUJOH
FYQFOEJUVSFDBOHFOFSBUFUIJTUZQFPGSFUVSO

t 5IJSE UIFDPNQFUJUJPOJTQSPCBCMZQFSGPSNJOHUIFMFBEQSPDFTTBUUIFTBNFMFWFMPS
worse. A good lead process can therefore become a competitive advantage and enable
your company to beat the competition to the sale.

5IFQVSQPTFPGUIJTXIJUFQBQFSJTUPPVUMJOFBTPMJEQSPDFTTBOEPõFSTPNFUJQTBOEUFDIOJRVFT
that, when applied to your business situation, will turn the lead process from marginal to result
producing success.

FIVE STEPS TO LEAD SUCCESS


5IFSFBSFmWFQBSUTUPBDPNQMFUFMFBEQSPDFTT BOEJUJTJNQPSUBOUUPVOEFSTUBOEIPXUIFTF
mWFTUFQTNVTUMJOLUPHFUIFSUPGPSNBDPIFSFOUBOEQSPEVDUJWFMFBETZTUFN'PSFBDITUFQ 
*WFXSJUUFOUIFNPTUDPNNPOPCKFDUJWF

1. INQUIRY GENERATION
5PHFOFSBUFBTVöDJFOURVBOUJUZBOERVBMJUZPGJORVJSJFTBUUIFMPXFTUQPTTJCMFDPTUQFSJORVJSZ

2. LEAD QUALIFICATION
5PQSPQFSMZRVBMJGZJORVJSJFTJOUPMFBETJOBNBOOFSUIBUJTOPUPOMZGSJFOEMZUPUIFQPUFOUJBMDVTUPNFS 
but produces a positive feeling for those inquiries that do no move forward in the sales process.

WWW.INVENIOMARKETING.COM
WHITEPAPER

3. LEAD DEVELOPMENT
5PEFWFMPQBOEQSFTFMMUIFRVBMJmFEMFBEUPBQPJOUJOUIFCVZJOHQSPDFTTXIFSFUIFIBOEPõ
to the sales channel is appropriate for both the prospective buyer and the sales person.

4. HAND-OFF & FEEDBACK


5PJOTVSFUIBUUIFMFBEIBOEPõJTTFBNMFTTBOEDPNGPSUBCMFUPUIFQSPTQFDUJWFCVZFSBOEJT
properly followed up and reported on by the sales person.

5. CONVERSION
5PDPOWFSUUIFIJHIFTUOVNCFSPGTBMFTPQQPSUVOJUJFTBUUIFMPXFTUDPTU

'PSUIFSFNBJOEFSPGUIJTXIJUFQBQFS *WFUBLFOUIFTFmWFTUFQTBOECSJFnZFYQBOEFEPOUIFN
so that you might have some insight on an effective lead process.

I. INQUIRY GENERATION
.BSLFUJOHEFQBSUNFOUTIJTUPSJDBMMZIBWFCFFOUBTLFEXJUIHFOFSBUJOHJORVJSJFTBOEUIFUZQJDBM
NFBTVSFNFOUPGTVDDFTTJTRVBOUJUZBOEOPURVBMJUZ5IFNPSFJORVJSJFTUIFCFUUFS5SBEF
NBHB[JOFQVCMJTIFSTFWFOBXBSEFEUIPTFBETUIBUHFOFSBUFEUIFNPTUJORVJSJFTXJUITPNF
GPSNPGBXBSE5IPTFEBZTBSFPWFSBOE JOGBDU IBWFCFFOPWFSGPSRVJUFTPNFUJNFBTSFTQPOTF
rates for ads, direct mailings and trade shows have gone down while their cost per inquiry has
continued to increase.

A new approach is required to generate “the right inquiries” and it rests on two primary pillars.
5IFZBSFTFHNFOUBUJPOBOEPõFS

SEGMENTATION
.BSLFUTFHNFOUBUJPOJTBNVDIEJTDVTTFEUPQJDBOEPGUFOJTCVOEMFEXJUIUXPPUIFS
QSPDFTTFToQSPmMJOHBOEUBSHFUJOH'PSUIFQVSQPTFPGUIJTXIJUFQBQFS XFMMTUJDLUPUIFCBTJDT
of segmentation.

"TTVNJOHUIBUZPVLOPXUIFQSPmMFPGZPVSCFTUDVTUPNFSTBOEEFTJSFEUBSHFUT UIFRVFTUJPO
BSJTFToIPXTIPVME*TFHNFOUUIFTFiTVTQFDUTwGPSUIFCFTUSFTVMUT 5IFSFBTPOGPSTFHNFOUBUJPO
lies in the desirability, and ability for us to drive relevant messages to unique slices or
NJDSPTFHNFOUTPGUIFBVEJFODFUIBUXJMMIPQFGVMMZmHIUUISPVHIUIFFWFSJODSFBTJOHDMVUUFS
5IFSFBSFGPVSQSJNBSZNJDSPTFHNFOUBUJPOEFTDSJQUPSTUIBU##NBSLFUFSTIBWFGPVOETVDDFTTGVM 
BOE*XJMMSFWJFXFBDICSJFnZ

WWW.INVENIOMARKETING.COM
WHITEPAPER

1. Demographic
%FNPHSBQIJDTFHNFOUBUJPOUZQJDBMMZSFTUTPOUIFEFmOJUJPOPGUIFJOEVTUSZCZVTJOHUIF4*$
$PEF OPXCFJOHNJHSBUFEUPUIFOFX/PSUI"NFSJDBO*OEVTUSJBM$MBTTJmDBUJPO4ZTUFNPS/"*$4

BOEPSTPNFNFBTVSFPGUIFTJ[FPGUIFDPNQBOZ0WFSUIFZFBST FNQMPZFFTJ[FIBTCFFO
EFUFSNJOFEUPCFUIFNPTUBDDVSBUFBOEBWBJMBCMFXBZUPKVEHFUIFTJ[FPGBOPSHBOJ[BUJPOBT
PGBMM64DPNQBOJFTBSFQSJWBUFMZIFME BOEPCUBJOJOHUIFBDUVBMSFWFOVFOVNCFSJTOFYUUP
JNQPTTJCMF*OBEEJUJPOUPUIFTFUXPEFNPHSBQIJDCVJMEJOHCMPDLTTFWFSBMPUIFSGBDUTNBZCF
of importance in your particular situation. Geography, year started and type of facility are three
additional demographic facts that may help in building a micro-segmentation scheme.

2. Relational Demographic
'PSFWFSZCVTJOFTTBOEPSQSPEVDUTBMFUIFSFBSFVTVBMMZBUMFBTUPOFPSUXPLFZQJFDFTPG
information that, if known, would create powerful opportunities to segment the target audi-
FODF5PIFMQFYQMBJOUIJT *MMSFUVSOUPNZEBZTJOUIFDIFNJDBMBOEQMBTUJDTJOEVTUSZBOESFDBMM
UIFTFMMJOHPGQPMZWJOZMDIMPSJEFDPNNPOMZLOPXOBT17$PSWJOZM5IJTUIFSNPQMBTUJDJTVTFEJO
a wide variety of applications and it would make a major difference in our micro-segmentation
BOENFTTBHFJGUIFQPUFOUJBMDVTUPNFSQSPDFTTFEUIF17$CZFYUSVTJPO JOKFDUJPO CMPXPS
SPUBUJPOBMNPMEJOHQSPDFTTFT*OUIJTDBTFUIFSFMBUJPOBMEFNPHSBQIJDJTUIFUZQFPGNBOVGBDUVSJOH
process that the targeted company employs to manufacture its products.

'PSUIFDPNQVUFSJOEVTUSZ JUNJHIUCFUIFDVSSFOUTPGUXBSFJOTUBMMFE'PSHBTPMJOFXIPMFTBMFST
JUXBTJGUIFDPNQBOZIBEBHBTPMJOFUBOLJOUIFZBSEPSGVFMFEBUSFHVMBSHBTTUBUJPOT'PS
advertising agencies, it might be if the company had an agency of record, used freelancers or
created marketing communications in-house.

*UIJOLZPVDBUDIUIFESJGU'PSZPVSTJUVBUJPO UIJOLPGBGBDUVBMQJFDFPGJOGPSNBUJPOUIBUJTJO
SFMBUJPOUPXIBUJUJTZPVSFUSZJOHUPTFMMBOEUIFOQMPUIPXUIBUJOGPSNBUJPONJHIUCFPCUBJOFE
BOESFDPSEFEJOUIFEBUBCBTF*GUIJTDBOCFBDDPNQMJTIFE UIFOJUXJMMCFBWFSZQPXFSGVM
segmentation approach.

3. Behavioral
.BOZUJNFTUIFMJTUTUIBUBSFBWBJMBCMFUPCFSFOUFEDPOUBJOOBNFTPGJOEJWJEVBMTPSDPNQBOJFT
that have engaged in some behavior that tips off their interest or situation. Attendance at a
USBEFTIPX TVCTDSJQUJPOUPBWFSUJDBMUSBEFNBHB[JOFPSBSFTQPOTFUPBEJSFDUNBSLFUJOHPõFS
are three that are common.

WWW.INVENIOMARKETING.COM
WHITEPAPER

5IJTCFIBWJPSXIFODPNCJOFEXJUIUIFmSNTJOEVTUSZBOETJ[FDPVMEGPSNUIFCBTJTPGBHSFBU
TFHNFOUGPSDSFBUJOHUIFSFMFWBODZPGZPVSNFTTBHFBOEPõFS5IJTSFRVJSFTBEBUBCBTFPWFSMBZ
or enhancement procedure and while this is not an easy task, it has the potential to be very
much worth the effort.

4. Competitive
8FBMMDPNQFUFJOBNBSLFUQMBDFUIBU BUUJNFT TFFNTUPIBWFUPPNVDIDPNQFUJUJPO5IFSF
BSFUXPQSJNBSZGPSNTPGDPNQFUJUJPOGBDFECZBMMNBSLFUFST5IFmSTUJTEJSFDUXIJDIJTEFmOFE
BTBOPõTFUQSPEVDUPSTFSWJDFUIBUJTEJSFDUMZDPNQBSBCMF5IFTFDPOEJTJOEJSFDUBOEDPOTJTUT
PGPUIFSNFUIPETPSUFDIOPMPHJFTUIBUDBOCFVTFEUPQFSGPSNUIFTBNFKPCPSGVODUJPO.BOZ
UJNFTJUTUIFTFJOEJSFDUPSOFXUFDIOPMPHJFTUIBUBSFUIFUPVHIFTUGPSNTPGDPNQFUJUJPO

"THPPENBSLFUFST ZPVLOPXUIFDPNQFUJUJWFTFUTGBDFEJOUIFNBSLFUQMBDF8IBUJGZPVDPVME
JEFOUJGZUIFQPUFOUJBMDVTUPNFSTCZUIFDVSSFOUGPSNPGDPNQFUJUJWFTPMVUJPOUIFZBSFVTJOH 
5IFQSPCMFNJTUPEFUFSNJOFUIJTDPNQFUJUJWFJOGPSNBUJPO:PVSTBMFTQFPQMFEPOPULOPXUIJT
information on prospective customers so a good telemarketing research program should do
the trick, as very few public data sources or lists have such information.

5IFSFBSFPUIFSTFHNFOUBUJPONPEFMTVDIBTimSNPHSBQIJDTw DPNNPOMZLOPXOJOUIFDPO-
sumer market as psychographics), need based and even econometric models that asses the
health of a geographic area. Some or all of these may be valuable in your situation but are
NVDIIBSEFSUPPCUBJOGSPNQVCMJDEBUBTPVSDFTPSMJTUT5IFSFGPSF TUBSUXJUIUIFGPVSCBTJD
segmentation criteria listed above for best results.

OFFER
5IFPõFSJT RVJUFTJNQMZ UIFTQFDJmDSFBTPOPSDBUBMZTUUIBUBOJOEJWJEVBMJTHJWFOUPSFTQPOE*O
##JUGSFRVFOUMZJTDPOGVTFEXJUIUIFiPõFSJOHwXIJDIJTUIFBDUVBMQSPEVDUPSTFSWJDF8IJMFUIF
GFBUVSFTPSCFOFmUTGPVOEJOUIFQSPEVDUPSTFSWJDFNBZCFDPNQFMMJOH JUNBZOPUCFFOPVHI
UPNPWFUIFBVEJFODFUPSFTQPOEUPEBZVOMFTTUIFZBSFDVSSFOUMZJOUIFNBSLFUUPCVZ*OUIF
world of direct marketing, the offer is usually the second most important element of a success-
GVMEJSFDUNBSLFUJOHDPNNVOJDBUJPO5IFmSTU PGDPVSTF JTUIFTFMFDUJPOPGUIFSJHIUMJTUCBTFE
on the preceding segmentation section.

WWW.INVENIOMARKETING.COM
WHITEPAPER

5IFUXPNPTUDPNNPOUZQFTPGPõFSTUPHFOFSBUFJORVJSJFTBSFTPGUBOEIBSEPõFST
t4PGUPòFST
5IFTFUZQFTPGPõFSTEPOPUDPNNJUUIFSFTQPOEFSUPBOZUIJOHNPSFUIBOSFDFJWJOHTPNFUIJOH
of interest or value. Offers such as free software trial, technical report, product comparison
DIBSU TFMGBVEJUGPSN BOEZFT FWFOBXIJUFQBQFSBSFHSFBUJORVJSZHFOFSBUPST5PFODPVSBHF
response these soft offers should also contain an end date or “limited time” to the offer, as that
will spur response.

t)BSEPòFST
6OMJLFTPGUPõFST BSFTQPOTFUPBIBSEPõFSDPNNJUTUIFJOEJWJEVBMUPTPNFGPSNPGBDUJPOPS
contact from the company. Attendance at an off-site seminar, phone call or even visits from the
TBMFTGPSDFBOE PGDPVSTF BQVSDIBTFBSFBMMGPSNTPGIBSEPõFST*OBMNPTUBMMJOTUBODFT UIFTF
offers are combined with limited time and, if appropriate, limited quantities.

5IFDPNCJOBUJPOPGTFHNFOUBUJPOBOEPõFST
8JUIUIJTCSJFGEFTDSJQUJPOPGGPVSTFHNFOUBUJPOBQQSPBDIFTBOEUXPPõFSTUSBUFHJFTZPVBSF
OPXSFBEZUPDSFBUFBEJSFDUNBSLFUJOHDPNNVOJDBUJPOUIBUDPNCJOFTCPUI*OPUIFSXPSET GPS
the targeted segment an offer of high interest and relevancy can be created that will drive the
inquiries that are truly interested in your product or service.

5IJTDPNCJOBUJPONVTUCFDIPTFOXJUIBOFZFUPXBSEUIFTUBHFPGUIFCVZJOHQSPDFTT1PUFOUJBM
buyers that are in the early stages of the buying process will be more responsive to soft offers.
As they reach the end of their buying process, hard offers should contain more value and
HFOFSBUFNPSFJNNFEJBUFJOUFSFTU5IFSFGPSF DPOTJEFSPõFSJOHCPUITPGUBOEIBSEPõFSTTPUIBU
individuals can “self-identify” as to where they are in the buying process.

II. LEAD QUALIFICATION


/PXUIFUPVHITUVõoMFBERVBMJmDBUJPO5IFSFBTPO*DBMMJUUPVHIJTBTLmWFQFPQMFJOEJõFSFOU
GVODUJPOTXJUIJOZPVSPSHBOJ[BUJPOBTUPXIBUDPOTUJUVUFTBRVBMJmFEMFBE.PTUMJLFMZZPVXJMM
HFUmWFEFmOJUJPOT"DUVBMMZUIJTJTBHPPEFYFSDJTF BOE*SFDPNNFOEUIBUZPVEPJU8IFO
asking this question to individuals, add these parameters for an even richer variety of feedback:

/FFE
5IJTNBZCFPCWJPVTCVUXIBUBSFUIFEFTDSJQUPSTPGBMFBEUIBUIBTBSFBMOFFEGPSZPVSQSPEVDU
PSTFSWJDF*TUIFJSQSPCMFNPSTJUVBUJPOTPQBJOGVMUIBUUIFZOFFEZPVSTPMVUJPOJNNJOFOUMZPS
BSFUIFZKVTULJDLJOHUIFUJSFT )PXEPZPVEFmOFOFFE

WWW.INVENIOMARKETING.COM
WHITEPAPER

2. Timing
8IFOBSFUIFZQMBOOJOHUPCVZ 5IFSFNBZOPUCFBUJNFTDIFEVMFPSUIFZNBZ JOGBDU CF
SFBEZUPQMBDFBQVSDIBTFPSEFSJOUIFOFYUXFFL0GUFOUIJTJTBHFOFSBMBOTXFS TVDIBT XJUIJO
UIFOFYUUISFFNPOUITPSXJUIJOBZFBS

"VUIPSJUZBOEPS3PMFJOUIF#VZJOH1SPDFTT
8IPJTUIFQFSTPOUIBUMBVODIFEUIFJORVJSZ BOEXIBUSPMFEPUIFZQMBZJOUIFCVZJOHQSPDFTT 
Be careful on this one as frequently in the early stages of the buying process a person with
less authority may be performing the investigation. As the buying process goes further, the
EFDJTJPONBLFSVTVBMMZCFDPNFTNPSFJOWPMWFE5IJTJTQBSUJDVMBSMZUSVFGPSMBSHFSDPNQBOJFT
XIPIBWFBUFBNPSNBUSJYFOWJSPONFOU

#VEHFU
5IFSFBSFUXPJTTVFTJOBTLJOHUIFiCVEHFUwRVFTUJPO'JSTU EPUIFZIBWFUIFSFTPVSDFTUPQBZGPS
ZPVSQSPEVDUPSTFSWJDF 4PNFUJNFTZPVSJORVJSZHFOFSBUJPOXPSLTUPPXFMMBOEBOVNCFSPG
TNBMMDPNQBOJFTPSFWFOJOEJWJEVBMTSFTQPOEUIBUNBZPSNBZOPUSFBMJ[FUIFDPTUPSDPNNJUNFOU
SFRVJSFEUPQVSDIBTF5IFTFDPOEJTTVFJTBCJUNPSFTJUVBUJPOBMBTJONBOZCVZJOHQSPDFTTFT 
UIFDPNQBOZJTBUUFNQUJOHUPFTUBCMJTIBCVEHFUBOEUIFOPCUBJOBQQSPWBM*WFLOPXOTPNF
situations that where the budget question was asked too early in the buying cycle, and the
iEPOUIBWFBCVEHFUwSFTQPOTFUPUIJTRVFTUJPODBVTFEUIFDPNQBOZUPESPQUIFJORVJSZBOE
lose a potential sale.

/PXZPVNBZXBOUUPBEEPUIFSDSJUFSJBUPUIJTMJTUGPSMFBERVBMJmDBUJPOCVUUIFTFBSFUIFGPVS
NPTUDPNNPODSJUFSJB USBEJUJPOBMMZSFGFSSFEUPBT#"/5
BSFVTFERVBMJGZMFBET"OVNFSJD
scoring system should be developed to rank the leads.

How to qualify an inquiry


*ONZFYQFSJFODF UIFNPTUFõFDUJWFXBZUPRVBMJGZBOJORVJSZJTUPIBWFBEJBMPHVFXJUIUIF
JOEJWJEVBMXIPIBTJORVJSFE'BSUPPGSFRVFOUMZ UIJTOFFEGPSEJBMPHVFXBTUIFESJWJOHSFBTPO
UIBUJORVJSJFTXFSFTFOUUPUIFmFMEGPSGPMMPXVQBOEXFLOPXXIBUIBQQFOFEUPSBXJORVJSJFT
TFOUUPRVJDLMZUPTBMFT5PEBZ UIFCFTUBOENPTUDPTUFõFDUJWFNFEJVNJTUIFUFMFQIPOF5IF
DPOWFSTBUJPODBORVJDLMZTPSUPVUUIFCFTUMFBETGSPNUIFVORVBMJmFEJORVJSJFT

"XPSEBCPVUUIFVTFPGUIF*OUFSOFUJOMFBERVBMJmDBUJPO*UDBOCFVTFEWFSZFõFDUJWFMZJGUIF
JOEJWJEVBMIBTHJWFOQFSNJTTJPOUPDPOUJOVFUIFDPOUBDUCZFNBJM*UJTWFSZUFNQUJOHUPVTFUIF

WWW.INVENIOMARKETING.COM
WHITEPAPER

*OUFSOFUBTJUJTDIFBQDPNQBSFEUPPUIFSNFEJB#VU UIFDPTUPGUIFNFEJBTIPVMEOPUCFUIF
EFUFSNJOJOHGBDUPS5IFWBMVFPGUIFTBMFBOEUIFOFFEGPSJOGPSNBUJPOTIPVMEESJWFUIFGPMMPXVQ
NFEJBDIPJDF5IFPUIFSEJNFOTJPOPGFSFTQPOTFJTUIBUUIFBNPVOUPGJOGPSNBUJPOUIBUUIF
JOEJWJEVBMJTXJMMJOHUPUZQFJTMJNJUFE5IJTQVUTUIF*OUFSOFUBUBEJTBEWBOUBHFUPUIFQIPOF

III. LEAD DEVELOPMENT


*GZPVHFOFSBUFBOJORVJSZBUUIFFBSMZTUBHFTPGUIFCVZJOHQSPDFTTBOEUIFCVZFSIBTTFWFSBM
steps before the purchase, then you may want to consider a lead development process.

2VJUFTJNQMZ OPUBMMMFBETBSFSFBEZUPCFTPMEPSBSFSFBEZGPSBTBMFTDBMM5IJTTUFQSFRVJSFTB
database to capture the information on the current status of the lead and the multiple contacts
required to develop the lead to the proper stage in the buying process for hand-off to sales.

5IJTJTGSFRVFOUMZDBMMFEQSFTFMMJOH BOEDBODPOTJTUPGBWBSJFUZPGDPNNVOJDBUJPOT)FSFBSF
some to consider:
t #SPDIVSFTGPMMPXFECZTQFDJmDUFDIOJDBMJOGPSNBUJPOCBTFEPOUIFRVFTUJPOTBTLFEPS
information given by the individual.
t 8IJUFQBQFSTPOTVCKFDUTSFMFWBOUUPUIFQSPEVDUTFSWJDFPSJUTVTBHF
t *OWJUBUJPOTUPUSBEFTIPXTPSTFNJOBST FJUIFSMJWFPSPOUIFXFC

t /FXTMFUUFSTPSQSFTTSFMFBTFT
t 1FSJPEJDQIPOFDBMMTUPDIFDLPOQSPHSFTTPGUIFQVSDIBTJOHQSPDFTT
t 8FCTJUFTUIBUBSFQFSTPOBMJ[FEBOESFMFWBOU
t 1FSTPOBMJ[FEDPNNVOJDBUJPO
t 0UIFST

All of these contacts are intended to move the buying process forward to the point where a
sales call is appropriate. By the way, the sales resource might be a telesales group or business
partner/distributor.

A key component of a lead development program is the availability of an individual that the
QSPTQFDUDBODPOUBDUUPBOTXFSRVFTUJPOTPSSFRVFTUUIBUUIFTBMFTSFQNBLFBDBMM*OGBDU UIF
QSFTFODFPGBOJOTJEFTBMFTPSDPOUBDUQFSTPOJTUIFmSTUBDUJPOBOJOUFSFTUFEMFBEXJMMUBLFBT
they still may resist a sales call. Also, a fully descriptive web site is mandatory today, particularly
GPSUFDIOJDBMQSPEVDUT*OBEEJUJPO POMJOFQSPEVDUEFNPT SFDPSEFEXFCJOBSTBOEWJEFPUFTUJ-
monials are all of interest to site visitors.

WWW.INVENIOMARKETING.COM
WHITEPAPER

Leads that come back


*GBMFBEEFWFMPQNFOUQSPDFTTJTJOQMBDFJUIBTPOFBEEJUJPOBMNBKPSCFOFmUUPUIFPSHBOJ[BUJPO
Simply, the sales group can “hand back” a lead that for some reason was not ready for a sales
DBMM*OBEEJUJPO TBMFTQFPQMFNBZFODPVOUFSPQQPSUVOJUJFTUIBUOFFEEFWFMPQNFOUBOEUIF
lead development group can handle this potential customer. Otherwise the sales group would
drop the lead to focus on more important or urgent sales opportunities and customers.

IV. HAND-OFF
5IFSFBSFUXPQPJOUTUIBU*XPVMEMJLFUPIJHIMJHIUSFHBSEJOHUIFIBOEPõUPUIFTBMFTHSPVQ
5IFmSTUJTUIBUUIFOVNCFSPGMFBETGVOOFMFEUPBOZJOEJWJEVBMTBMFTQFSTPOTIPVMEIBWFBinPX
DPOUSPMwGBDUPSFEJOUPUIFOVNCFS*OFTTFODF JGMFBETBSFTFOUUPBTBMFTQFSTPOJOBXFFL 
then the chances that they all will be called upon in a timely fashion are small. Salespeople
VTVBMMZIBWFUPPNVDIUPEP BOEBMTPIBWFQSFTFUTDIFEVMFT*UJTGBSNPSFQSVEFOUUPinPXw
UIFTFMFBETNPSFFWFOMZUPUIFTBMFTHSPVQ*UNBZFWFOCFBXJTFNPWFUPBTLUIFTBMFTHSPVQ
PSFWFOFBDIQFSTPOKVTUIPXNBOZMFBETUIFZXJMMGPMMPXVQPOBXFFLMZPSNPOUIMZCBTJT5IJT
question and the adherence to their desires can help obtain commitment to the lead process.

5IFTFDPOEJTTVFJTUIBUBiOFXBOEJNQSPWFEwMFBEQSPDFTTJTHSFBUCVUUIFFYQFSJFODFPGNPTU
TBMFTQFPQMFJTUIBUiMFBETBSFOPUFWFOXPSUIUIFQBQFSUIFZBSFXSJUUFOVQPOw5IJTBUUJUVEF
NBZOPUFWFOCFGSPNUIFJSFYQFSJFODFXJUIZPVSMFBETZTUFNCVUXJUIPUIFSDPNQBOJFT
XIFSFUIFZIBWFXPSLFE5IFSFGPSF JUJTTUSPOHMZSFDPNNFOEFEUIBUTBMFTQFPQMFCFQBSUPGUIF
QSPDFTTFTUPEFTJHOUIFTZTUFNBOECFFEVDBUFEPOUIFCFOFmUTUPUIFNPGUIFOFXTZTUFN*
IBWFTFFONBOZOFXBOEIJHIRVBMJUZJORVJSZHFOFSBUJPOBOEMFBERVBMJmDBUJPOTZTUFNTDSBTI
BOECVSOBTBSFTVMUPGTBMFTJOEJõFSFODF:PVOFFEUPXPSLBTIBSEPOPCUBJOJOHJOQVUBOE
commitment from the sales group as you do on developing a high quality lead system.

V. CONVERSION
/PXGPSUIFQBZPõUIFDPOWFSTJPOPGBMFBEUPBDVTUPNFS5IJTJTUIFSFBMHPBMPGBOZMFBETZT-
UFN)FSFBSFBGFXQPJOUTUPSFNFNCFSXIFOJUDPNFTUPUIFDPOWFSTJPO5IFmSTUJT CFTVSF
UPTIBSFUIFDSFEJUXJUIUIFTBMFTHSPVQ#FMJFWFPSOPU*IBWFIFBSENBSLFUJOHQFPQMFTBZUIBU
they created the sale. Obviously they conveniently ignored the role the sales force played in the
QSPDFTT5IJTDBOCFUFNQUJOHGPSEJSFDUNBSLFUFSTBTUIFZEPSFDFJWFUIFQPUFOUJBMDVTUPNFS
responses and also like to measure results. But it is not at all realistic to take credit for the sale.
*OGBDU TPNFUJNFTUIFSFWFSTFJTUSVFBTUIFTBMFTGPSDFDMBJNTUIFTBMF5IFUZQJDBMQISBTF*WF
IFBSENBOZUJNFTJTi*XBTDBMMJOHPOUIJTMFBEBMMUIFUJNFw*UTBDPNQBOZSFTVMUBOETIPVMECF
celebrated and rewarded accordingly.

WWW.INVENIOMARKETING.COM
WHITEPAPER

Secondly, while measurements are important all along the way to the sale (e.g. percent
response, cost of inquiry, lead, etc.) it is now critical to tie the sales result back to the entire
DBNQBJHO)FSFTXIZ"UUJNFTBNBSLFUJOHDBNQBJHONBZHFOFSBUFPOMZBGFXMFBETBOECF
judged to be poor. On the other hand if these leads produce a high sales dollar and margin
UIFOUIFQSPHSBNJTBXJOOFS5IJTJTUIFPOMZWBMJEXBZUPKVEHFBMFBEDBNQBJHO*ONZFYQFSJ-
FODF NBOBHFNFOUTEFTJSFUPNFBTVSFTVDDFTTJTBQQMJFEUPRVJDLMZBOEGBMTFNFBTVSFNFOUT
DBOFBTJMZPDDVS5SZIBSEBUBQQMZJOHBMJUUMFQBUJFODFJOUIFNFBTVSFNFOUPGZPVSMFBEDBN-
QBJHOQBSUJDVMBSMZJGUIFSFJTBMPOHTBMFTDZDMF5IJTEFNBOETBDMPTFEMPPQGFFECBDLTZTUFNBOE
that can be a daunting challenge.

SUMMARY:
8FMM UIFSFZPVIBWFJUoBCJUPGBEWJDFPOEFWFMPQJOHBOJORVJSZHFOFSBUJPOBOEMFBETZTUFN
5IJTNBSLFUJOHQSPDFTTIBTUIFTJOHMFCJHHFTUQBZCBDLGPSBEPMMBSTQFOU

About the Author


+PIO.$PF 1SFTJEFOUBOE'PVOEFS 5IF4BMFT.BSLFUJOH*OTUJUVUF+PIO$PFTCBDLHSPVOE
JODMVEFTFYQFSJFODFPOCPUIUIFTBMFTBOENBSLFUJOHTJEF0OUIFTBMFTTJEF +PIOXBTBmFME
TBMFTQFSTPO OBUJPOBMTBMFTNBOBHFSBOEFYFDVUJWFGPSTFWFSBMDPNQBOJFT0OUIFNBSLFUJOHTJEF 
IFSBOB##EJSFDUNBSLFUJOHBHFODZGPSZFBST XBT/BUJPOBM$BNQBJHO.BOBHFSBU*#.BOE
4S71PG##BU3BQQ$PMMJOT8PSMEXJEF)FTQFBLTJOUFSOBUJPOBMMZBOEJTFWFOHJWJOHUXPEBZ
TFNJOBSTJO$IJOBUXJDFBZFBS)JTCPPL QVCMJTIFECZ.D(SBX)JMM JTUJUMFEi5IF'VOEBNFOUBMTPG
#VTJOFTTUP#VTJOFTT4BMFT.BSLFUJOHw)FDBOCFSFBDIFECZDBMMJOHPSCZFNBJMBU
john.coe@b2bmarketing.com

About Invenio Marketing Solutions


*OWFOJP.BSLFUJOH4PMVUJPOTJTBGVMMTFSWJDFNBSLFUJOHDPNQBOZGPDVTFEPOUIFMFBEEFWFMPQNFOU
BOESFWFOVFHSPXUIPGCVTJOFTTUPCVTJOFTTBOEOPOQSPmUPSHBOJ[BUJPOT'PSNFEUISPVHIUIF
TUSBUFHJDBDRVJTJUJPOPGNVMUJQMF GPSXBSEUIJOLJOH MFBEGPDVTFECVTJOFTTFT *OWFOJPJTBDVUUJOH
FEHF NBSLFUJOHTPMVUJPOTQPXFSIPVTFXJUIBOFYQFSJFODFEUFBN TUSPOHWJTJPO EJWFSTFTLJMMTFU

CONTACT INVENIO BOEQSPWFOUSBDLSFDPSEPGTVDDFTT5IFDPNQBOZJTIFBERVBSUFSFEJO"VTUJO 5FYBTBOEIBTPöDFT

",SBNFS-BOF JO8JODIFTUFS 7" -BT$PMJOBT 59 4BNNBNJTI 8" BOE-PT"OHFMFT $"'PSNPSFJOGPSNBUJPO WJTJU

4VJUF www.inveniomarketing.com

"VTUJO 5FYBT
1IPOF
&NBJM*OGP!JOWFOJPNBSLFUJOHDPN
888*/7&/*0."3,&5*/($0.

ª*OWFOJP.BSLFUJOH4PMVUJPOT"MMSJHIUTSFTFSWFE

WWW.INVENIOMARKETING.COM

Potrebbero piacerti anche