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Thinking Out Loud

As I am thinking about where leads should nest, either initially in an email marketing platform or loaded directly into a company's CRM, I wonder about the best possible customer interaction for what we want recipients of our marketing messaging to do or respond in a favorable fashion.

In a situation where all leads are being entered into CRM regardless of the source, from a 3rd party list (bad idea), a hosted webinar, a tradeshow, or due to a non-transactional web conversion, often times the communication strategy is mixed for who is really a prospect (no expressed interest in your products or services) and who really is a lead (more than just contact information, but also a potential sales opportunity).

In either case, prospect or lead, neither party is really ready to buy from you after a few touches or website impressions. And, calling to qualify leads and prospects into a warmer lead may not be the best approach.

As a marketer, I'd say, sure.. let's load everything into our email marketing platform. If and when a prospect converts in a favorable way, e.g., multiple downloads of e-books or whitepapers, participation in the company's webinars or product demos, then the messaging tactics need to change. And then, you could push that prospect into being a lead.. and subsequently into a CRM where salespeople can call on it or nurture the process with more emails or calls.

How is this process in your company?
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