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INTRO
BENEFITS
PROCESS FLOW
web-LEAD
PERSPECTIVES
WORK

Process Flow

Our integrated, closed-loop processes and systems enable you to maximize the value of your sales leads and take your marketing and sales management to a whole new level.

Click on the chart below to learn more about each process component.

 

Capture and Screen Data

Capture and Screen DataEach lead is entered into our system, tied to a specific marketing source, and visually screened based on your customized criteria to determine its future process path. The system also screens out competitors and recent duplicate responses.

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Fulfill

FulfillHigh potential leads are quickly forwarded to the field with all the data gathered. Longer-term prospects are scheduled to be sent at the appropriate time. Leads can be distributed through paper forms, email or direct web-based access.

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TeleQualify (optional)

TelequalifyExperienced specialists contact prospects shortly after your response packet arrives. We filter out low potential leads, gather complete demographic and profile information, and add important background information to the notes. We also verify contact and email information for ongoing database marketing.

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Distribute to Sales Force

Distribute to FieldFirst, leads are assigned to the appropriate territory based on geography, product, house accounts – whatever you specify. Then, sales reps immediately receive their new high-potential leads through web-LEAD. Longer-term prospects are scheduled for follow-up at the appropriate time. Leads can also be distributed to selected reps via e-mail or paper forms.

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Process Sales Updates

Process Field Updates

We make it easy for sales reps to update your database as the prospect moves through the sales cycle. Use email, web-LEAD, or direct links to your internal CRM.
The system also ensures that leads generated by sales reps are captured in your database.

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Reports

Standard management and sales rep reports provide clear, comprehensive summaries of all marketing and sales activity as well as important supporting details:

  • Media analysis
  • Unknown Leads
  • Product Analysis
  • Active Leads
  • Territory Analysis
  • Marginal Leads
  • Sales Forecast
  • Callback Leads

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Special Services

The information in your database and our core competencies in database development, data entry, telemarketing, direct marketing, and fulfillment enable us to become a valuable member of your team, assisting on a wide variety of marketing and sales projects.

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Closing the Loop

Make the most of every sales and marketing expenditure:

  • Ensure that every lead sent to
    the field is actively pursued
  • Rigorously evaluate your media expenditures, eliminating any that are not generating viable leads
  • Conduct targeted marketing
    to prospects who have already responded

Many of our clients have also incorporated their customer files into web-LEAD to create an integrated customer/prospect database.

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800.827.0170