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The Blueprint for Turning
Prospects into Customers


             Presented by:
     Craig Rosenberg @funnelholic
      Carlos Hidalgo @cahidalgo
Chat or Q/A




   #Actonsoftware
Today’s Presenters




   Speaker Photo




Carlos Hidalgo       Craig Rosenberg
      CEO               Funnelholic
 Annuitas Group         @funnelholic
  @CAhidalgo
What is lead management?



     Lead management helps
organizations answer the question,
“I generated a lead or inquiry, now
              what?”
                      Carlos Hidalgo




                                       #Actonsoftware
What is lead management?


        The platform (including
people, process, content, technology)
to manage leads from lead generation
(getting a prospect to raise their hand)
               to close.
                         Craig Rosenberg




                                           #Actonsoftware
Lead management and demand generation




                            #Actonsoftware
Lead management frameworkSM




                    #Actonsoftware
Starting the lead management process



1. Know what you don’t know –
   Conduct an audit that
   includes sales
2. Get executive buy-in
3. Prioritize implementation
4. Drive and manage change

                                #Actonsoftware
Five obstacles to lead management


1.   Executive resistance
2.   Sales resistance
3.   Lack of technology resources
4.   Not knowing where to start
5.   Trying to do too much too fast


                                 #Actonsoftware
Q/A


1. Ask questions or make
comments
2. Follow us on Twitter
   Carlos - @cahidalgo
   Craig - @funnelholic



                           #Actonsoftware
Ready to Learn More?
    Sign up for a demo:
           act-on.com

  blog.actonsoftware.com

          Can’t Wait?
Call our hotline at: 1 (877) 530-1555
    Email us: sales@act-on.net

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The Blueprint for turning prospects into customers

  • 1. The Blueprint for Turning Prospects into Customers Presented by: Craig Rosenberg @funnelholic Carlos Hidalgo @cahidalgo
  • 2. Chat or Q/A #Actonsoftware
  • 3. Today’s Presenters Speaker Photo Carlos Hidalgo Craig Rosenberg CEO Funnelholic Annuitas Group @funnelholic @CAhidalgo
  • 4. What is lead management? Lead management helps organizations answer the question, “I generated a lead or inquiry, now what?” Carlos Hidalgo #Actonsoftware
  • 5. What is lead management? The platform (including people, process, content, technology) to manage leads from lead generation (getting a prospect to raise their hand) to close. Craig Rosenberg #Actonsoftware
  • 6. Lead management and demand generation #Actonsoftware
  • 8. Starting the lead management process 1. Know what you don’t know – Conduct an audit that includes sales 2. Get executive buy-in 3. Prioritize implementation 4. Drive and manage change #Actonsoftware
  • 9. Five obstacles to lead management 1. Executive resistance 2. Sales resistance 3. Lack of technology resources 4. Not knowing where to start 5. Trying to do too much too fast #Actonsoftware
  • 10. Q/A 1. Ask questions or make comments 2. Follow us on Twitter Carlos - @cahidalgo Craig - @funnelholic #Actonsoftware
  • 11. Ready to Learn More? Sign up for a demo: act-on.com blog.actonsoftware.com Can’t Wait? Call our hotline at: 1 (877) 530-1555 Email us: sales@act-on.net

Notes de l'éditeur

  1.   
  2. If you do have ???? You may ask them via through Chat or Q/A – while in full screen mode you may move you cursor up to the top of the screen and select the Orange Arrow to expand the menu, click on plus sign to expand | Q & A – and Chat Sections and ask away. We’ll do our best to cover your questions during the Presentation or at the end of the session. Again this is being recorded and a link will be made available approximately 24 hours after the session.{{ let’s get started }}
  3. Intros.
  4. Thank you for your time today. I invite you to visit Act-On.com to learn more about how we can help you achieve your marketing goals.