slide 1: B2B LEAD MANAGEMENT WITH ACCOUNT
PERSPECTIVE
Our world is experiencing a rapid advancement in technology innovation
and in the production and consumption of data. Internet users are
producing an unprecedented amount of data more now than in the last
5000 years.
slide 2: NEW SET OF CHALLENGES
In these present day organization has an unprecedented amount of
data at its fingertips but with that comes a whole new set of
challenges.
Is this data consolidated enough to help sales agents quickly and
effectively determine the nature value and characteristics of each
lead
Can it be tied together to do something as simple as linking a lead
to an account within a CRM
How will better infusion of data close the gaps that exist in current
CRM tools
slide 3: LEAD ROUTING
According to B2B Lead Blog
“Ove r 25 of marketing
generated leads get assigned
to the wrong person. ”
When a lead is linked to an account the process of distributing incoming
leads among sales agents becomes more seamless and accurate. If the
lead routing is random that can easily do away with the relationship that
was already built when the customer signed up in the first place.
People with named accounts have to be treated differently from a new
lead by showing a level of familiarity and knowledge. It builds the trust
with customer. This way sales agents can engage with customers in a
more meaningful way
slide 4: CURRENT ACCOUNT STATUS
When a lead makes contact they
want to see the value your agents and
company provide. When leads are
linked to an account the leads sales
contacts account and opportunities
appear on one screen for the sales
agent to view.
Bringing up this information in conversation will show that the agent
has done their homework. Having this critical information is the
difference between losing a prospect and bringing it home.
slide 5: Improving the definition of your market segments can be as easy as
casting your glance towards the clients you already have and
determining how best to market to them. Arming yourself with
named account information and data means your approach can
targeted tactical and more measurable.
When it comes to converting leads
into sales and customers - having as
much information as possible equips
your sales team to build stronger
relationships with leads. Ultimately
your organization saves time and
money and becomes more efficient
SEGMENTATION
slide 6: CONCLUSION
When it comes to tying leads to existing accounts CRM tools have left a
wide gap which has created chaos and organizational inefficiencies.
Correctly linking leads to accounts can save money by improving
processes and response time and it will also grow revenue by providing a
better picture of each potential client and the experience that will satisfy
them
slide 7: Contact Us:
E-mail
infovyakar.com
Phone
+1 844-321-LEAD 5323
Address
4701 Patrick Henry Drive
Building 25 Santa Clara CA
95054 United States