july 30th – august 1st, 2013 mccormick place, chicago, il presented by: michael hatch hatch...

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July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting [email protected] 240-603-6044 Basics of Lead Management Basics of Lead Management

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Page 1: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

July 30th – August 1st, 2013McCormick Place, Chicago, IL

Presented by: Michael Hatch

HATCH Marketing & [email protected]

240-603-6044

Basics of Lead ManagementBasics of Lead Management

Page 2: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

July 30th – August 1st, 2013McCormick Place, Chicago, IL

Basics of Lead Basics of Lead ManagementManagement

Presented by:

Michael HatchHATCH Marketing & [email protected]

240-603-6044

Page 3: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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What are your challenges?

Page 4: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads

What are your challenges?

Page 5: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads I can’t track our leads

What are your challenges?

Page 6: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads I can’t track our leads No budget to create or launch

What are your challenges?

Page 7: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads I can’t track our leads No budget to create or launch Can’t create lead-to-sales

conversion reports

What are your challenges?

Page 8: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads I can’t track our leads No budget to create or launch Can’t create lead-to-sales conversion

reports Can’t get the sale department to

cooperate

What are your challenges?

Page 9: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads I can’t track our leads No budget to create or launch Can’t create lead-to-sales conversion

reports Can’t get the sale department to

cooperate I get excuses from sales people

why they cannot get me follow-up data

What are your challenges?

Page 10: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads I can’t track our leads No budget to create or launch Can’t create lead-to-sales conversion

reports Can’t get the sale department to

cooperate I get excuses from sales people why

they cannot get me follow-up data Don’t have the time

What are your challenges?

Page 11: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads I can’t track our leads No budget to create or launch Can’t create lead-to-sales conversion

reports Can’t get the sale department to

cooperate I get excuses from sales people why

they cannot get me follow-up data Don’t have the time I can not tag this sales to

just one lead source

What are your challenges?

Page 12: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads I can’t track our leads No budget to create or launch Can’t create lead-to-sales conversion

reports Can’t get the sale department to

cooperate I get excuses from sales people why

they cannot get me follow-up data Don’t have the time I can not tag this sales to just

one lead source Too much record keeping

What are your challenges?

Page 13: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads I can’t track our leads No budget to create or launch Can’t create lead-to-sales conversion

reports Can’t get the sale department to

cooperate I get excuses from sales people why

they cannot get me follow-up data Don’t have the time I can not tag this sales to just

one lead source Too much (paper) work The leads were not good

What are your challenges?

Page 14: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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No control over the leads I can’t track our leads No budget to create or launch Can’t create lead-to-sales conversion

reports Can’t get the sale department to

cooperate I get excuses from sales people why

they cannot get me follow-up data Don’t have the time I can not tag this sales to just one

lead source Too much (paper) work The leads were not good I only followed up on the

good leads

What are your challenges?

Page 15: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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??What are your challenges?What are your challenges?

Page 16: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Tip #1Tip #1

Technology Today Cloud-based universal lead capture

systems Sales CRM applications Smartphones Marketing Automation (MA) programs Your website

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Page 17: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Two Approaches

Manual Technology

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Page 18: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Manual

Disconnect from sales or marketing

Lack of budget

You can still start

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Page 19: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Historically

Show Organizers One system for ALL

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Page 20: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

Who are your best prospects? 100% of attendees?

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Page 21: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

Score your leads A,B,C

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Page 22: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

Score your leads A,B,C

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+or -

Page 23: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

What is the right information to capture on leads?

Follow-up KILLER

The Basics

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Page 24: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

What is the right information to capture on leads?

Follow-up KILLER What is the essence of trade show

marketing?

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Page 25: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

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The essence of trade show marketing

Page 26: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Tip #2Tip #2

Straight from the Horse’s Mouth 26

What is the right information to capture on leads?

Page 27: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Tip #2Tip #2

Straight from the Horse’s Mouth

Only one question One more Repeat Salespeople will respond

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Page 28: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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??

Page 29: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

What should you do with leads (suspects) that are not ready to buy?

Before the internet Today (Sirius) Living in the month Nurture and cultivate

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Page 30: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

What should you do with leads (suspects) that are not ready to buy?

Before the internet Today (Sirius) Living in the month

Nurture and cultivate. . .

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Page 31: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

What you need to create an effective lead management program?

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Page 32: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

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Content is King

Page 33: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

What you need to create an effective lead management program?

Content is King Company library

How To and Tip sheets White papers Articles

Content assignments

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Page 34: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

Reports

The Basics Number of leads from each show How many are A, B and C leads Near-term revenue

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Page 35: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

Reports you can generate with Technology:

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Page 36: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The Basics

Reports you can generate with Technology:

Customer and product Automated Campaigns Real-time prospect activity Sales and revenue reports Integration with your CRM Leads-to-sales conversion rates Monthly/quarterly/annual sales revenue ROI reports Custom

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Page 37: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Tip #3Tip #3

CRM integration Percentage vs. ABC method

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Page 38: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Tip #3

CRM integration Percentage vs. ABC method

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90% vs. ABC+/- ($80K vs. $75K-$100K)

Page 39: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Lead Management Technology

Lead Management Technology Universal Lead Capture Solutions

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Page 40: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Lead Management Technology

Lead Management Technology Universal Lead Capture Solutions

How they work

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Page 41: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Lead Management Technology

Lead Management Technology Universal Lead Capture Solutions How they work Examples:

Bartizan iLeads Blue Stone Nexus NewLeads

Sales Lead Management Association (SLMA)

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Page 42: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Lead Management TechnologyLead Management Technology

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??Marketing Automation Marketing Automation SolutionsSolutions

Page 43: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Lead Management Lead Management TechnologyTechnology

Marketing Automation Solutions How they work

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Page 44: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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Page 45: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Lead Management Technology

Marketing Automation Solutions How they work

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Page 46: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Lead Management Technology

Marketing Automation Solutions How they work Examples:

Eloqua Marketo Pardot LeadFormix

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Page 47: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Lead Management Technology

Marketing Automation Solutions How they work Examples:

Eloqua Marketo Pardot LeadFormix

Marketing Automation Institute (SLMA)

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Page 48: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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Page 49: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Lead Management Technology

Marketing Automation Solutions

3 in 1 InfusionSoft *

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Page 50: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

The BIG Payoff(s)

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Page 51: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

Lead Management Technology

The BIG Payoff(s)

2x to 4x Company wide Management attention Promotion & raise

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Page 52: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

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Q AQ A&&

The Next Level

Tomorrow/Wednesday July 31st

“Automated Lead Follow-up & CRM”

Page 53: July 30th – August 1st, 2013 McCormick Place, Chicago, IL Presented by: Michael Hatch HATCH Marketing & Consulting Mike@HatchMarketingLLC.com 240-603-6044

July 30th – August 1st, 2013McCormick Place, Chicago, IL

Thank You

Michael HatchHATCH Marketing & [email protected]

240-603-6044