Presented by:

The Blueprint for Turning

Prospects into Customers

Chat or Q/A

#Actonweb

Today’s Presenters

Craig Rosenberg Funnelholic

@funnelholic

Carlos Hidalgo CEO

Annuitas Group

@CAhidalgo

Speaker Photo

What is lead management?

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Lead management helps

organizations answer the question, “I

generated a lead or inquiry, now

what?”

Carlos Hidalgo

What is lead management?

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The platform (including people,

process, content, technology) to

manage leads from lead generation

(getting a prospect to raise their hand)

to close.

Craig Rosenberg

Lead management and demand generation

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Lead management frameworkSM

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Starting the lead management process

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1. Know what you don’t know –

Conduct an audit that

includes sales

2. Get executive buy-in

3. Prioritize implementation

4. Drive and manage change

Five obstacles to lead management

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1. Executive resistance

2. Sales resistance

3. Lack of technology resources

4. Not knowing where to start

5. Trying to do too much too fast

Q/A

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1. Ask questions or make comments 2. Follow us on Twitter Carlos - @cahidalgo Craig - @funnelholic

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