5 Steps to Better Lead ManagementJoe Lucas

Director of Lead Gen & Marketing Ops

What isthe problem?

Relying on demographics and behavior alone is like shopping for a house by only looking at blueprints.

Viewing leads in 2D

What isthe solution?

Adding Business Triggers fills in the gaps in your database and provides color and context to your customers and prospects.

Viewing leads in 3D

ViewingLeads in 3D

Broaden your vision of your database to make your marketing relevant to your prospects and customers

Adding business triggers

DemographicInformation

BehavioralInformation

BusinessTriggers

ViewingLeads in 3D

Broaden your vision of your database to make your marketing relevant to your prospects and customers

Adding business triggers

Demographics• Based on past success and is driven by who sales wants to

talk to

Behavioral• Shows the level of interest based on implied behavior

Business Triggers• Shows the motivation behind the behavior and uncover the

desires of the prospect or customer

Who are you really selling to?

The

1. Clean and Manage your database2. Reduce form fields with enrichment3. Identify business triggers to fuel campaigns4. Use triggers to pinpoint interesting moments5. Help sales prepare for calls

5 Steps

Step 1

Clean and manage your database.

A clean database allows for easy segmentation and nurturing.

Step 2

Reduce form fields with enrichment.

YOUR SIMPLE WEB FORM SUBMISSION

Streamline your forms for higher conversion.

BECOMES A COMPLETE RECORD IN

Step 2

Reduce form fields with enrichment.

Complete firmographics delivers more accurate scoring and routing.

BEFOREAFTERNew lead rating

New lead owner

Eliminates manual research

Step 3

Identify business triggers to fuel campaigns and scoring.

Easily keep track of the important events happening with your prospects and customers

Step 4

Use triggers to pinpoint interesting moments.

Prioritize follow up based on these pivotal events.

Step 5

Help sales prepare for calls.

Provide your SDR’s with the right insight.