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Lead Management Framework

Create a Lead Management Process that’s Right for Your Business

The success of your organization depends on your ability to move leads efficiently through the demand funnel. However, if you don’t have a common language and shared understanding about stages in the buyer’s journey, who is responsible for each stage, and the taxonomy used to describe different stages, confusion is inevitable.

A solid Lead Management Framework is the fundamental starting point for an efficient, productive Demand Factory, and an essential tool for achieving success with your Marketing Automation and CRM systems. All activities associated with moving buyers through the funnel — lead nurturing, lead scoring, segmentation, metrics and more — begin with a rock-solid Lead Generation Framework.

Build a Solid Framework for Your Demand Factory

DemandGen consultants work with your team to ensure alignment among key Sales and Marketing stakeholders around funnel stages, lead management processes and terminology. The service includes three key phases:

Discovery: We’ll work with key stakeholders from your Sales and Marketing teams to discuss requirements, objectives and goals for your framework.

Workshop: Our team can customize on-site or remote workshops to your team’s specific needs. We’ll develop a taxonomy document to encourage alignment around various stages of the buyer’s journey, common terminology to describe those stages, and clear definitions of roles and responsibilities associated with each stage.

Implementation:
We’ll work with you to develop a customized plan for building out your Lead Management Framework within your CRM and Marketing Automation systems.

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