Lead Management Process Audit & Consulting

What drives a company?  Sales.  What drives sales?  Marketing.  What drives marketing?  Data - Data about leads.  Therefore a company should strive to be a truly Data Driven Revenue organization.

You need data to build leads much like any product that needs to be assembled from a supply chain of raw materials and components- Various points of data about a “suspect” need to be consolidated efficiently into data about a “lead,” which over time and a nurturing process has more data added to it to become data about a “qualified lead,” which is then released to sales at the right time – namely when the qualified lead is ready to engage in a buying/selling conversation and hopefully become a “customer.”  This is critical in the modern enterprise to ensure the highest probability of the highest revenue.  In other words,

Data Driven Revenue requires a robust lead management process.

A robust lead management process will help an aligned marketing and sales organization focus and understand

  • How a lead is defined and just as important, what is not a lead
  • How leads are managed in a funnel (or better yet, every stage of a supply chain where data is added to the lead record)
  • What the critical points in the supply chain are that move a lead closer to the possession of sales
  • The pivotal moment when a lead becomes qualified enough to share with sales and exactly how this status is communicate to sales
  • What to do with leads that are not sufficiently nurtured in this supply chain to share with sales

Allinio tailors an appropriate, robust lead management programs to fit a company based on its staffing, other resources, and culture.   The methodology for creating a lead management process includes the following:

  • On-premise interviews with primary participants of existing lead management process
  • A Review of usage of existing (if any) lead management automated and CRM platforms
  • An inventory of existing metrics and key performance indicators (KPIs) of the marketing department
  • A written report and presentation making recommendations for:
    • strengthening your organization’s lead management processes
    • redefining the role of each key participant in the process
    • appropriate technology solutions for lead management efficiencies
    • relevant metrics and KPIs to regulate

Other Allinio services to help you align your business for transformation with Marketing Automation:

To learn more about how Allinio can help you align, contact us.

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