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With “lead” management from prospect to customer
With “lead” management from prospect to customer
Targeted new customer acquisition is sometimes a long-term project
Targeted new customer acquisition is sometimes a long-term project
A multitude of business cards are piling up, incoming e-mails and website inquiries are dormant in the system. Recurring questions about the company, products and references are laboriously processed. We should examine that and the bar is high here. The prospect shouldn't wait long and sales have to stay on the ball.
Attention, is anyone threatening with interest?
Attention, is anyone threatening with interest?
We prepare all materials that our interested parties receive ad hoc. (e.g. setting up newsletters)
We answer promptly because we start information packages to be sent via checkbox in the lead.
We always keep appointments punctually in our ToDo.
The interested party feels that they are being taken seriously and that they are well looked after because we always know everything they are discussing with our team. All notes, answered and open questions can be viewed transparently.
The lead is the sword with which sales overshadow its competitors. It controls communication and automates the sending of information material and targeted follow-up. The personal conversation, the tip from the business partner, the interested party on your website or your XING, LinkedIn, ... contact - opportunities lurk everywhere that you can seize with a lead.
Visit the brand's mill BPM marketplace to activate the "Accounting" from the list of "best practice workflow ...".
Visit the brand's mill BPM marketplace to activate the "Accounting" from the list of "best practice workflow ...".
The lead is the 'boarding pass' for each interest
The lead is the 'boarding pass' for each interest
special feature
special feature
Documenting, informing and planning: The lead maintains all the framework data without duplicating files and media discontinuity.
Control: Recurring processing is automated and the data is converted directly into a commercial offer if necessary (thanks to the parts list with everything that can be offered optionally).
The “Lead”
The “Lead”
A lead is always assigned to a contact, an organization. No matter if interested party, partner or customer. We can also track multiple leads to a contact at the same time.
Just give it a try.
You should adapt the lead specifically to your requirements.
Every time the lead is processed, the consultant puts it on a follow-up appointment. The consultant can also assign the lead to another consultant. The lead is handed over to the follow-up and appears in the “ToDo” overview for the next appointment.
To phone
To phone
A call can be started directly from the lead by clicking on the phone number. Incoming calls can also be displayed in the chat in order to open the lead again directly.
e-mail
e-mail
The e-mail dialog is opened via the e-mail link in the lead, including a blind copy to store this correspondence on the lead.
How is a lead generated
How is a lead generated
"Start manually" lead to contact
"Start manually" lead to contact
You can start a lead from the contact overview or via + New.
Lead to contact "event-driven"
Lead to contact "event-driven"
A lead can also be started automatically:
when a contact is assigned to a contact group
when a new contact is created (also e.g. by comparison from the smartphone)
through an import
Visitor to your website “starts lead through your website”
Visitor to your website “starts lead through your website”
The “website request” process allows the anonymous visitor to leave details about himself. The content is saved and automatic activities follow, which finally present a lead from the department or members of the “Lead Qualification” role via the “ToDo” overview.
Website with your design:
Website with your design:
To support your design, you only have to include a field transfer to the CRM. Please get activated for the brand's mill API so that you can use it.
Embed the form in the website or simply call it up directly:
Embed the form in the website or simply call it up directly:
You can also call up the “website request” ad hoc via brandsmill.de. This has free access but not your personal layout.
The way to the consultant
The way to the consultant
As mentioned earlier, some automatic activities are carried out before the lead reaches the consultant.
First, the set of rules checks whether contact has already been made with the e-mail address in order to assign this request. If no contact is found, a new one is created. The lead for “qualification” is then presented - your team is now involved.
Example landing page from the-Company.de with direct transition to the lead.
Example of integration in an iFrame with transition to the lead.
Lead qualification
Lead qualification
The “Lead Qualification” team takes care of the pre-selection. The “wheat from the chaff” will be separated very quickly. In the course of the qualification, detective work is carried out: Determination of background information on “What do we know” and there are “other contacts”.
If the lead is not directly “disqualified”, relevance == “unsuitable as a customer”, then it is placed in the to-do list of the team or the responsible consultant. Always taking into account the deadline or follow-up control.
Resubmission, follow-up
Resubmission, follow-up
Lead tracking is very easy. In the dialogue on "progress" is documented and tasks are tracked. In the course of the conversation, there is a long list of telephone and visit reports as well as the processing of tasks in the team. Expanded shows the lead is evaluated using order potential and can thus be evaluated using a "evaluable pipeline".
The consultant adjusts the relevance depending on the progress and the sales opportunity:
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