{"id":10319,"date":"2022-02-20T08:00:54","date_gmt":"2022-02-20T08:00:54","guid":{"rendered":"http:\/\/TheNextWeb=1380827"},"modified":"2022-02-20T08:00:54","modified_gmt":"2022-02-20T08:00:54","slug":"how-to-manage-your-sales-leads-and-turn-them-into-customers","status":"publish","type":"post","link":"https:\/\/www.londonchiropracter.com\/?p=10319","title":{"rendered":"How to manage your sales leads \u2014 and turn them into customers"},"content":{"rendered":"\n<div><img decoding=\"async\" src=\"https:\/\/img-cdn.tnwcdn.com\/image\/growth-quarters?filter_last=1&amp;fit=1280%2C640&amp;url=https%3A%2F%2Fcdn0.tnwcdn.com%2Fwp-content%2Fblogs.dir%2F1%2Ffiles%2F2022%2F02%2Flead-gen.jpg&amp;signature=ddb0d1c8a4210caf3df3a3afbee6da9f\" class=\"ff-og-image-inserted\"><\/div>\n<p class=\"css-1kztqa3-P e1g4vd6v3\">I\u2019ve been working in sales and marketing roles for more than 30 years, and in that time, I\u2019ve found that\u2014as big a deal as<span>&nbsp;<\/span><a class=\"css-rqtt81-Link\" href=\"https:\/\/zapier.com\/blog\/lead-generation-mistakes\/\" target=\"_self\" rel=\"nofollow noopener noreferrer\" data-color=\"ocean\" data-weight=\"inherit\">lead generation<\/a><span>&nbsp;<\/span>is\u2014it\u2019s typically lead management that makes the struggle real.<\/p>\n<p class=\"css-1kztqa3-P e1g4vd6v3\">Getting lead management right involves a lot of moving parts, so let\u2019s jump in.<\/p>\n<h2>1. Alignment between Marketing and Sales<\/h2>\n<p>In my experience, this is how it usually goes.<\/p>\n<p>A potential customer fills out a form or comes to a trade show booth.<\/p>\n<p>Marketing hands off the lead to Sales, saying it\u2019s a hot lead that needs to be called ASAP.<\/p>\n<p>The sales rep calls the prospect, who says they aren\u2019t ready to speak to anyone; they were only gathering information.<\/p>\n<p>The result is a frustrated sales rep, a frustrated marketing team\u2014and no progress on the deal. This is why it\u2019s so important that Sales and Marketing are on the same page. Here\u2019s how to make sure you have alignment across teams:<\/p>\n<p>That last one is the one I\u2019ve found is missing more often than not, and it\u2019s one of the most important aspects of lead management. If the marketing team thinks that a sales-ready lead is anyone who\u2019s downloaded a whitepaper, but the sales team thinks that those folks are still just gathering information, that\u2019s going to lead to frustrated reps, confused prospects, and not many deals.<\/p>\n<ul>\n<li>Start by describing your ideal customer, including information like:<\/li>\n<li>Industry or vertical<\/li>\n<li>Company size<\/li>\n<li>Annual revenue or income<\/li>\n<li>Location<\/li>\n<\/ul>\n<p>Then, identify lead sources and behaviors that are common clues that the lead is ready to engage with Sales. Things like:<\/p>\n<ul>\n<li>Subscribing to your newsletter<\/li>\n<li>Following your brand on social media<\/li>\n<li>Responding to offers<\/li>\n<li>Visiting specific web pages<\/li>\n<li>Downloading certain content<\/li>\n<li>Attending an event<\/li>\n<li>Requesting a demo<\/li>\n<\/ul>\n<p>Your first effort at this won\u2019t be perfect\u2014it never is. Over time, you\u2019ll update and refine your description of what a sales-ready lead looks like based on results and feedback from all the teams involved. But agreeing on initial definitions and descriptions will prevent the blame game later and help you focus your efforts where they count.<\/p>\n<h2>2. Information gathering<\/h2>\n<p>The vast majority of the buying process is completed online without human-to-human interaction. Throughout this process, leads will engage with your content, your website, your social accounts, and so on. This digital journey makes it easy for you to gather information about your leads, helping you recognize when it\u2019s time to send them a lead nurture email, retarget them with an ad, or pass them off to the sales team.<\/p>\n<p>You\u2019ll want to get their email address (that\u2019s the bare minimum), ideally their name and industry\/role, and maybe their phone number, depending on how your business operates. Lead generation is a whole different game, but you can use things like <a href=\"https:\/\/zapier.com\/blog\/gated-content-best-practices\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">gated content<\/a> and lead gen forms to gather this kind of info. You can also use other tracking tools to understand, for example, which pages of your website they\u2019ve visited.<\/p>\n<p>The most important thing on the lead management side is deciding where you want to store this information. If you\u2019re just starting out, it might be a spreadsheet; if you\u2019re more established, it\u2019ll likely be a CRM. Either way, you can make sure all your leads are funneled into your tool of choice by using an automation tool like Zapier to connect all the apps you use.<\/p>\n<h2>3. Lead scoring<\/h2>\n<p>Lead scoring is the process of identifying sales-ready leads, so you know when to pass leads over to the sales team to contact them. To score a lead, you\u2019ll use all the insights you gathered (step 2 above), and score them against the description of a sales-ready lead you created (step 1 above).<\/p>\n<p>Lead scores are a numerical (or at least, less subjective) representation of the interest the lead has shown in your <a href=\"https:\/\/thenextweb.com\/topic\/business\" target=\"_blank\" rel=\"noopener noreferrer\">business<\/a>, their current stage in their buying process, and how well they match your ideal customer profile.<\/p>\n<p>A screenshot of ActiveCampaign\u2019s lead scoring system, where you can add custom rules with points<br \/>You\u2019re not going to be putting gold star stickers on pictures of people\u2019s faces or anything: your CRM software should do all the work for you. And because it\u2019s automatic, it means the timing will always be right\u2014that timing, as you know, can be the difference between winning or missing out on sales.<\/p>\n<p>Here\u2019s the general process:<\/p>\n<p>You tell your CRM what point values to assign to specific demographic information and various activities (such as event attendance, visits to certain web pages, content downloads, and form submissions).<\/p>\n<ul>\n<li>As leads come into the CRM during lead gen, the CRM starts scoring them automatically against your criteria.<\/li>\n<li>When a designated score is reached, your CRM notifies the sales team to further qualify and advance through the sales process.<\/li>\n<li>Getting this right means not wasting time on unqualified leads, which, in turn, gives Sales more time to speak with prospects that are ready\u2014at the exact moment that they\u2019re ready.<\/li>\n<\/ul>\n<p>Initially, it\u2019s best to err on the side of caution and hand leads over to Sales earlier\u2014and, if necessary, have them passed back for more lead nurturing until they\u2019re ready. Based on this kind of feedback, you can adjust your lead scoring over time.<\/p>\n<h2>4. Lead nurture<\/h2>\n<p>Most leads aren\u2019t ready to buy the first time they interact with you. To nudge them through their customer journey, you need to nurture them. Lead nurturing allows you to stay in touch with potential buyers until they are ready to buy.<\/p>\n<p>Providing leads with relevant content helps them get to know your brand better, see that you understand them, and know how you can help them. This all builds trust\u2014and keeps you front of mind when they\u2019re ready to make a purchase.<\/p>\n<p>A nurture email from Zapier<br \/>The content you use to nurture leads will depend on your audience, but I\u2019m describing things like:<\/p>\n<ul>\n<li>Blog articles<\/li>\n<li>Email campaigns<\/li>\n<li>Customer success stories<\/li>\n<li>Whitepapers<\/li>\n<li>eBooks<\/li>\n<li>Infographics<\/li>\n<\/ul>\n<p>The marketing team will likely create this content, but the sales team can provide feedback on its effectiveness and what types of questions potential customers are asking. Sales reps can also help marketers identify content gaps that need to be filled to <a href=\"https:\/\/zapier.com\/blog\/sales-enablement-content\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">help buyers in their decision-making process<\/a>.<\/p>\n<p>Keep in mind: while lead nurture starts the moment someone interacts with your brand, it doesn\u2019t finish once they\u2019re passed along to Sales\u2014or even once they purchase. You\u2019ll continue to nurture your leads (and customers, once they convert) throughout the buying process.<\/p>\n<h2>5. Lead distribution<\/h2>\n<p>Once leads have passed through the lead scoring process, they need to be sent to the sales rep best equipped to help them. You\u2019ll consider things like:<\/p>\n<ul>\n<li>Geographic location (aligned with the prospect)<\/li>\n<li>Seniority<\/li>\n<li>Experience selling to a specific industry or customer type<\/li>\n<li>Performance<\/li>\n<li>Availability to respond to the lead fastest<\/li>\n<\/ul>\n<p>Of course, not all of these apply to every business. Which elements you prioritize will be based on your industry, what you\u2019re selling, and various other factors.<\/p>\n<p>In some cases, you might just send out leads to reps in consecutive order or even allow reps to select leads from a pool. But having Sales leadership involved in these decisions is important\u2014they know which reps will be able to best help the people who are ready for them.<\/p>\n<p>Just like with lead scoring, once you define criteria in your CRM or marketing and sales automation tool, it\u2019ll do the distribution for you.<\/p>\n<h2>6. Tracking and adjusting<\/h2>\n<p>Lead management is an iterative process. You need to track which leads end up as paying customers, what worked, what didn\u2019t work, and where improvements can be made. You\u2019ll be looking at metrics like the length of a sales cycle after a lead is handed off and the percentage of leads closed by sales reps. Combined with feedback from the sales team, you\u2019ll be able to tweak your lead management processes.<\/p>\n<p>Once again, all the tracking will be automated in your CRM. Most CRMs can offer one-click reports to give you information on your primary metrics, or you can set up more complex reports to track the metrics that are most important to you.<\/p>\n<h2>7. Using the right tools<\/h2>\n<p>When it comes to lead management, <a href=\"https:\/\/zapier.com\/blog\/lead-management-automation\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">automation is your friend<\/a>. Start by using the right tools to help you capture, track, score, nurture, and distribute leads without dropping the ball. I\u2019m talking things like a CRM, email marketing platform, event platform, and so on.<\/p>\n<p>Once you have those tools, make sure they can all talk to each other, just like your internal teams. Lead management automation will send information where it needs to be when it needs to be there, increasing not only your efficiency, but also your effectiveness.<\/p>\n<p>In my decades working with sales and marketing teams, I\u2019ve seen the technology available to us advance\u2014I say jump on the bandwagon, and use it to your advantage.<\/p>\n<p><em>This article by Margot Howard was first published on the Zapier blog. Find the original post <a href=\"https:\/\/zapier.com\/blog\/lead-management\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">here<\/a>.<\/em><\/p>\n<p> <a href=\"https:\/\/thenextweb.com\/news\/how-to-manage-sales-leads-turn-them-into-customers\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>I\u2019ve been working in sales and marketing roles for more than 30 years, and in that time, I\u2019ve found that\u2014as big a deal as&nbsp;lead generation&nbsp;is\u2014it\u2019s typically lead management that makes the struggle&#8230;<\/p>\n","protected":false},"author":1,"featured_media":10320,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/www.londonchiropracter.com\/index.php?rest_route=\/wp\/v2\/posts\/10319"}],"collection":[{"href":"https:\/\/www.londonchiropracter.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.londonchiropracter.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.londonchiropracter.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.londonchiropracter.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10319"}],"version-history":[{"count":0,"href":"https:\/\/www.londonchiropracter.com\/index.php?rest_route=\/wp\/v2\/posts\/10319\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.londonchiropracter.com\/index.php?rest_route=\/wp\/v2\/media\/10320"}],"wp:attachment":[{"href":"https:\/\/www.londonchiropracter.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.londonchiropracter.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.londonchiropracter.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}