Client Quote
“Within the last 18 months, we moved from being a company that didn’t know where leads were coming from or where they were going, to becoming a company that can track every lead by source. The Annuitas Group literally transformed our marketing and sales.”
-- Lizbeth Tommy, Strategic Marketing, Dematic
Lead Management Advisory Services
Implementing a Lead Management Framework is no easy or overnight task. Your team has experienced this firsthand through the hundreds of hours invested in auditing, defining and now executing your new lead management process. The new process for how you receive, qualify, route and close sales leads is going to make a significant difference. The last thing you want to have happen is to fall back into old habits or lose momentum within your organization. And yet like any other business process, lead management does not “run” on its own. It requires regular attention, measuring and tweaking. Without it, things could easily go back to the way they were.
Outsourcing Your Lead Management Needs
Even after the implementation of the Lead Management Framework, some companies choose to benefit from The Annuitas Group’s on-going, third party insight and expertise on lead management issues. Call it a “checks and balances” or even an “expert on call.” With our Lead Management Advisory Services, The Annuitas Group is present to help you mature your lead management process. Through regular reviews, meetings and working sessions with stakeholders, we assist in maintaining “best-in-class” status, upholding a measurable impact on revenue and enhanced ROI.
The Lead Management Advisory Services include:
- Regular review and consultation (dependent on client’s needs) of all lead management processes including:
- Lead Planning
- Lead Qualification
- Lead Nurturing
- Lead Routing
- Review, consultation and oversight analysis of marketing & sales metrics to help evaluate current campaigns and steer future initiatives
- Review and consultation on technology issues such as new releases, functionality or expanding integration to other tools
- Strategic and tactical advice around lead management practices such as lead routing, segmentation, and lead nurturing processes for new campaigns
- A monthly meeting with marketing and sales stakeholders facilitated by The Annuitas Group to ensure adherence to process
- Pre-scheduled phone consultations and educational calls as needed
- Quarterly onsite meeting for review of process achievement and planning