the blueprint for turning prospects into customers
TRANSCRIPT
Presented by:
Craig Rosenberg @funnelholic
Carlos Hidalgo @cahidalgo
The Blueprint for Turning Prospects into Customers
Chat or Q/A
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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
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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
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Lead management and demand generation
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Lead management frameworkSM
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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
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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
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Q/A
1. Ask questions or make comments2. Follow us on Twitter
Carlos - @cahidalgoCraig - @funnelholic
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