sfa lead allocation sales managers turn cupid
TRANSCRIPT
SFA LEAD ALLOCATIONSales Managers Turn Cupid…..
LEAD MANAGEMENT Match Making of a Different Genre
Every sales person’s psyche is geared up to engage specific types of leads
UNITING THE SALES FORCE WITH THE LEADS
Uniting the correct salesperson with the correct lead is harder than it sounds
SFA LEAD ALLOCATION
WINNING OVER THE LEADS
Finding the Right Match………..
The Perfect Match
Salesperson• Conduct
• Personality
• Skills• Availability
Lead
• Requirements
• Expectations
• Opportunitie
s
SOURCES OF THE LEADSCapturing From Everywhere………..
Marketing Agencies
14% - Blogging
Education 11%-Traditional
Advertising
Retail-10% Traditional
Advertising
Wholesale10% Traditional
Advertising
Consumer Goods industry
10% - Traditional Advertising
Technology & Hardware-16% Email Marketing
Software Industry 13% Trade Shows
SFA @ WORKAvoiding Heartbreak………..
Taking the Leads to Confirmations
THE CHALLENGE
Capturing Leads Through Multiple Channels
CAPTURING LEADS WITH SFA
Integrating Marketing Campaigns with SFA
AN INTEGRATED APPROACH
Lead follow up process are kept closely monitored to avoid communication errors
LEAD FOLLOW-UP
Lead SourcesLead StatusLead Conversions
REAL TIME INSIGHTS WITH KEY METRICS
LEAD LIFECYCLE MANAGEMENT MODULES
Closely Woven…
Know Your Customer
Capture Customer
Interaction History
Real-Time
Alerts & Tips for Communications
Set up Scores for LeadsLead Assessment
Standard Emails for
Communication
Customer Response Analysis
REAL TIME LEAD ALLOCATION WITH SFA
The Advantages…
Mapping the correct salesperson to the correct lead Logical organization of leads•Organized categories - source, industry, geography and more• Prompt Response Times• An organized & Continuous flow of leads to the sales force• Practical Distribution of Leads
HITTING THE BULL’S EYE
THE RULES OF THUMBThe Advantages…
Judge the sales person skills & abilities
Highest quality leads for best performing sales
people
Determine salesperson for the lead based on
source, demographics & other factors
Employ a right mix of salesperson to suit all
types of leads
Incentives & motivational
compensation should be well aligned
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