Vertify for Better Lead Management

Lead Nurturing

Not all your leads are sales-ready. Many of them could still be in the research or awareness phase, trying to decide if your service would solve their pain points. Lead nurturing seeks to educate and demonstrate the value of your product or service. This is where you educate and demonstrate value through content and promotional offers, thereby helping buyers in their decision-making process.

With a lead management automation software in place, you can send nurture campaigns to these leads via your Marketing Automation Platform. Then, when that lead is ready to get into the hands of the sales team, it is automatically sent to the CRM along with all of that lead's corresponding activities and engagement metrics.

Lead Enrichment & Tracking

Be it sales or marketing operations, your teams shouldn't be wasting time on manual data entry or hunting down information for each of their leads. Lead management software automatically populates a lead's profile with publicly available information such as their job title, location, work email, and company name. It also tracks activities like clicked links, downloads, and email engagement.

These insights can empower salespeople to understand intent and personalize sales efforts, while giving marketing teams the context to craft targeted and effective email campaigns.

Lead Qualification

A great way to qualify leads is via a scoring model. You need a model that ranks each contact based on their buying journey, engagement, and interest in your product and/or service. With these models, your team can easily identify the right leads and invest their time in making a sale.

Marketing Automation Platforms with AI-powered contact scoring capabilities do a great job of helping you build and scale scoring models. In order to get the most out of this scoring process, though, you must combine your MAP's scoring functionality with an automation software like Vertify to get that data into the hands of those that can action it!

Lead Distribution

The quicker your sales reps follow up with leads, the more likely they are to win them over. Manually assigning a high volume of leads to the right sales reps can be time-consuming and delay lead response times.

A sound lead management automation system automatically assigns leads to salespeople across territories on a round-robin basis, assigns phone numbers to territories, and transfers calls to sales teams. This way, your sales team can prioritize assigned leads instead of manually searching for new leads in the CRM. With lead management software, you can also generate reports to identify the territories that bring in the most profit, sales reps who are meeting targets, and potential sales areas to improve.

Sales Activation

This is when the sales process truly gets underway. Sales personnel need to structure their outreach in a way that encourages a response from the lead, and exactly how that happens should be dictated based on the lead's behavior to this point.

Vertify's lead automation workflows equip sales people with behavioral-based data that gives them granular personalization to convert and communicate more effectively.

Results

Finally, the lead management process comes to an end when a lead makes a purchase.
This 7 step process is only possible with a rock solid combination of a best-of-breed Marketing Automation Platform, CRM, and lead management automation tool like Vertify.