Date post: | 20-Aug-2015 |
Category: |
Business |
Upload: | craig-rosenberg |
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Presented by:
Craig Rosenberg @funnelholic
Carlos Hidalgo @cahidalgo
The Blueprint for Turning Prospects into Customers
Today’s Presenters
Craig RosenbergFunnelholic@funnelholic
Carlos HidalgoCEO
Annuitas Group@CAhidalgo
Speaker Photo
What is lead management?
Lead management helps organizations answer the question, “I generated a lead or inquiry, now
what?”
Carlos Hidalgo
#Actonsoftware
What is lead management?
The platform (including people, process, content, technology) to
manage leads from lead generation (getting a prospect to raise their hand)
to close.Craig Rosenberg
#Actonsoftware
Starting the lead management process
1. Know what you don’t know – Conduct an audit that includes sales
2. Get executive buy-in3. Prioritize implementation4. Drive and manage change
#Actonsoftware
Five obstacles to lead management
1. Executive resistance2. Sales resistance3. Lack of technology resources4. Not knowing where to start5. Trying to do too much too fast
#Actonsoftware
Q/A
1. Ask questions or make comments2. Follow us on Twitter
Carlos - @cahidalgoCraig - @funnelholic
#Actonsoftware
Sign up for a demo: act-on.com
blog.actonsoftware.com
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