SlideShare a Scribd company logo

Sales Lead Generation Flow Chart

•
•
Justin Zak
Justin Zak
1 of 1
Download to read offline
Initial Email Campaign (Y/N) Traditional Sales Process YES Create follow up list based on click-thru report NO Segment list by: Region Type (dist., wholesale) Competitor Shop type Prioritize Target Markets Define Targets: Midwest? Mountain? Channels? Lead List (MAMTA) expected next week Data Processing Upload to Mail Chimp: reconcile with existing Clean Data: format Add Data Points: source, competitor, shop type CRM: Highrise, Daylite PROS: Easy to execute Quick wins CONS: Low win rate Contact not verified Potential negative first impression DEADLINE: 3/10 Messaging: This is who we are Soft sell and info New dealer promo DEADLINE: 3/3

Recommended

Order to cash process telecom
Order to cash process telecomOrder to cash process telecom
Order to cash process telecomIjaz Haider Malik TOGAF, Harvard MM,Siebel, PRINCE2
 
Salesforce CRM Cloud Governance Kickoff
Salesforce CRM Cloud Governance KickoffSalesforce CRM Cloud Governance Kickoff
Salesforce CRM Cloud Governance KickoffChris Pearson, PMP
 
Win/Loss Analysis: Insight into the Minds of B2B Customers/Prospects
Win/Loss Analysis: Insight into the Minds of B2B Customers/ProspectsWin/Loss Analysis: Insight into the Minds of B2B Customers/Prospects
Win/Loss Analysis: Insight into the Minds of B2B Customers/ProspectsShelly Azar
 
QBR Presentation Template
QBR Presentation TemplateQBR Presentation Template
QBR Presentation TemplateSwayne Hill
 
Email Marketing and operations strategy for 2023 - Survey Finding
Email Marketing and operations strategy for 2023 - Survey FindingEmail Marketing and operations strategy for 2023 - Survey Finding
Email Marketing and operations strategy for 2023 - Survey FindingMailmodo Technologies
 
2 AX crm leads & opportunities
2 AX crm leads & opportunities2 AX crm leads & opportunities
2 AX crm leads & opportunitiesAhmed M. Rafik
 
QBR Playbooks That Drive Customer Accountability
QBR Playbooks That Drive Customer Accountability QBR Playbooks That Drive Customer Accountability
QBR Playbooks That Drive Customer Accountability Amity
 
Sales flowchart
Sales flowchartSales flowchart
Sales flowchartAshish Khoyani
 

Recommended

Order to cash process telecom
Order to cash process telecomOrder to cash process telecom
Order to cash process telecomIjaz Haider Malik TOGAF, Harvard MM,Siebel, PRINCE2
 
Salesforce CRM Cloud Governance Kickoff
Salesforce CRM Cloud Governance KickoffSalesforce CRM Cloud Governance Kickoff
Salesforce CRM Cloud Governance KickoffChris Pearson, PMP
 
Win/Loss Analysis: Insight into the Minds of B2B Customers/Prospects
Win/Loss Analysis: Insight into the Minds of B2B Customers/ProspectsWin/Loss Analysis: Insight into the Minds of B2B Customers/Prospects
Win/Loss Analysis: Insight into the Minds of B2B Customers/ProspectsShelly Azar
 
QBR Presentation Template
QBR Presentation TemplateQBR Presentation Template
QBR Presentation TemplateSwayne Hill
 
Email Marketing and operations strategy for 2023 - Survey Finding
Email Marketing and operations strategy for 2023 - Survey FindingEmail Marketing and operations strategy for 2023 - Survey Finding
Email Marketing and operations strategy for 2023 - Survey FindingMailmodo Technologies
 
2 AX crm leads & opportunities
2 AX crm leads & opportunities2 AX crm leads & opportunities
2 AX crm leads & opportunitiesAhmed M. Rafik
 
QBR Playbooks That Drive Customer Accountability
QBR Playbooks That Drive Customer Accountability QBR Playbooks That Drive Customer Accountability
QBR Playbooks That Drive Customer Accountability Amity
 
Sales flowchart
Sales flowchartSales flowchart
Sales flowchartAshish Khoyani
 
Rate limits and Performance
Rate limits and PerformanceRate limits and Performance
Rate limits and Performancesupergigas
 
Integração de Sistemas utilizando Apache Camel
Integração de Sistemas utilizando Apache CamelIntegração de Sistemas utilizando Apache Camel
Integração de Sistemas utilizando Apache CamelPedro Oliveira
 
Load testing with J meter
Load testing with J meterLoad testing with J meter
Load testing with J meterManoj Shankaramanchi
 
Increasing Call Center Effectiveness with First Call Resolution
Increasing Call Center Effectiveness with First Call ResolutionIncreasing Call Center Effectiveness with First Call Resolution
Increasing Call Center Effectiveness with First Call ResolutionUpstream Works
 
NetSuite China Implementation Playbook
NetSuite China Implementation PlaybookNetSuite China Implementation Playbook
NetSuite China Implementation PlaybookJames Cowan
 
Product Growth Strategy for SaaS
Product Growth Strategy for SaaSProduct Growth Strategy for SaaS
Product Growth Strategy for SaaSMickey Alon
 
Amqp Basic
Amqp BasicAmqp Basic
Amqp BasicRahul Agrawal
 
Applying NLP and Machine Learning to Keyword Analysis
Applying NLP and Machine Learning to Keyword AnalysisApplying NLP and Machine Learning to Keyword Analysis
Applying NLP and Machine Learning to Keyword AnalysisDan Segal
 
Drive Growth With An ABX GTM Strategy
Drive Growth With An ABX GTM StrategyDrive Growth With An ABX GTM Strategy
Drive Growth With An ABX GTM StrategyDemandbase
 
A Customer-Centric Approach to FCR
A Customer-Centric Approach to FCRA Customer-Centric Approach to FCR
A Customer-Centric Approach to FCRKnowlagent
 
Marketo: The definitive-guide-to-lead-generation Jan 2014
Marketo: The definitive-guide-to-lead-generation Jan 2014Marketo: The definitive-guide-to-lead-generation Jan 2014
Marketo: The definitive-guide-to-lead-generation Jan 2014Brian Crotty
 
[Webinar] Give Your SDRs An Unfair Advantage with Predictive
[Webinar] Give Your SDRs An Unfair Advantage with Predictive [Webinar] Give Your SDRs An Unfair Advantage with Predictive
[Webinar] Give Your SDRs An Unfair Advantage with Predictive Mintigo1
 
SaaS University - Customer Success Presentation
SaaS University - Customer Success PresentationSaaS University - Customer Success Presentation
SaaS University - Customer Success PresentationGuy Nirpaz
 
Boost Customer Experience with UiPath & AWS Contact Center Automation
Boost Customer Experience with UiPath & AWS Contact Center AutomationBoost Customer Experience with UiPath & AWS Contact Center Automation
Boost Customer Experience with UiPath & AWS Contact Center AutomationDiana Gray, MBA
 
How to Design a Value-Based Renewal Management Process
How to Design a Value-Based Renewal Management Process How to Design a Value-Based Renewal Management Process
How to Design a Value-Based Renewal Management ProcessGainsight
 
Apache jMeter
Apache jMeterApache jMeter
Apache jMeterNexThoughts Technologies
 
Lead Generation Playbook
Lead Generation PlaybookLead Generation Playbook
Lead Generation PlaybookDemand Metric
 
Customer segmentation approach
Customer segmentation approachCustomer segmentation approach
Customer segmentation approachSumit K Jha
 
The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...
The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...
The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...Demandbase
 
The TAS Group | SFDC Expert Success Series
The TAS Group | SFDC Expert Success SeriesThe TAS Group | SFDC Expert Success Series
The TAS Group | SFDC Expert Success SeriesAltify
 

More Related Content

What's hot

Rate limits and Performance
Rate limits and PerformanceRate limits and Performance
Rate limits and Performancesupergigas
 
Integração de Sistemas utilizando Apache Camel
Integração de Sistemas utilizando Apache CamelIntegração de Sistemas utilizando Apache Camel
Integração de Sistemas utilizando Apache CamelPedro Oliveira
 
Increasing Call Center Effectiveness with First Call Resolution
Increasing Call Center Effectiveness with First Call ResolutionIncreasing Call Center Effectiveness with First Call Resolution
Increasing Call Center Effectiveness with First Call ResolutionUpstream Works
 
NetSuite China Implementation Playbook
NetSuite China Implementation PlaybookNetSuite China Implementation Playbook
NetSuite China Implementation PlaybookJames Cowan
 
Product Growth Strategy for SaaS
Product Growth Strategy for SaaSProduct Growth Strategy for SaaS
Product Growth Strategy for SaaSMickey Alon
 
Applying NLP and Machine Learning to Keyword Analysis
Applying NLP and Machine Learning to Keyword AnalysisApplying NLP and Machine Learning to Keyword Analysis
Applying NLP and Machine Learning to Keyword AnalysisDan Segal
 
Drive Growth With An ABX GTM Strategy
Drive Growth With An ABX GTM StrategyDrive Growth With An ABX GTM Strategy
Drive Growth With An ABX GTM StrategyDemandbase
 
A Customer-Centric Approach to FCR
A Customer-Centric Approach to FCRA Customer-Centric Approach to FCR
A Customer-Centric Approach to FCRKnowlagent
 
Marketo: The definitive-guide-to-lead-generation Jan 2014
Marketo: The definitive-guide-to-lead-generation Jan 2014Marketo: The definitive-guide-to-lead-generation Jan 2014
Marketo: The definitive-guide-to-lead-generation Jan 2014Brian Crotty
 
[Webinar] Give Your SDRs An Unfair Advantage with Predictive
[Webinar] Give Your SDRs An Unfair Advantage with Predictive [Webinar] Give Your SDRs An Unfair Advantage with Predictive
[Webinar] Give Your SDRs An Unfair Advantage with Predictive Mintigo1
 
SaaS University - Customer Success Presentation
SaaS University - Customer Success PresentationSaaS University - Customer Success Presentation
SaaS University - Customer Success PresentationGuy Nirpaz
 
Boost Customer Experience with UiPath & AWS Contact Center Automation
Boost Customer Experience with UiPath & AWS Contact Center AutomationBoost Customer Experience with UiPath & AWS Contact Center Automation
Boost Customer Experience with UiPath & AWS Contact Center AutomationDiana Gray, MBA
 
How to Design a Value-Based Renewal Management Process
How to Design a Value-Based Renewal Management Process How to Design a Value-Based Renewal Management Process
How to Design a Value-Based Renewal Management ProcessGainsight
 
Lead Generation Playbook
Lead Generation PlaybookLead Generation Playbook
Lead Generation PlaybookDemand Metric
 
Customer segmentation approach
Customer segmentation approachCustomer segmentation approach
Customer segmentation approachSumit K Jha
 
The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...
The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...
The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...Demandbase
 
The TAS Group | SFDC Expert Success Series
The TAS Group | SFDC Expert Success SeriesThe TAS Group | SFDC Expert Success Series
The TAS Group | SFDC Expert Success SeriesAltify
 

What's hot (20)

Rate limits and Performance
Rate limits and PerformanceRate limits and Performance
Rate limits and Performance
 
Integração de Sistemas utilizando Apache Camel
Integração de Sistemas utilizando Apache CamelIntegração de Sistemas utilizando Apache Camel
Integração de Sistemas utilizando Apache Camel
 
Load testing with J meter
Load testing with J meterLoad testing with J meter
Load testing with J meter
 
Increasing Call Center Effectiveness with First Call Resolution
Increasing Call Center Effectiveness with First Call ResolutionIncreasing Call Center Effectiveness with First Call Resolution
Increasing Call Center Effectiveness with First Call Resolution
 
NetSuite China Implementation Playbook
NetSuite China Implementation PlaybookNetSuite China Implementation Playbook
NetSuite China Implementation Playbook
 
Product Growth Strategy for SaaS
Product Growth Strategy for SaaSProduct Growth Strategy for SaaS
Product Growth Strategy for SaaS
 
Amqp Basic
Amqp BasicAmqp Basic
Amqp Basic
 
Applying NLP and Machine Learning to Keyword Analysis
Applying NLP and Machine Learning to Keyword AnalysisApplying NLP and Machine Learning to Keyword Analysis
Applying NLP and Machine Learning to Keyword Analysis
 
Drive Growth With An ABX GTM Strategy
Drive Growth With An ABX GTM StrategyDrive Growth With An ABX GTM Strategy
Drive Growth With An ABX GTM Strategy
 
A Customer-Centric Approach to FCR
A Customer-Centric Approach to FCRA Customer-Centric Approach to FCR
A Customer-Centric Approach to FCR
 
Marketo: The definitive-guide-to-lead-generation Jan 2014
Marketo: The definitive-guide-to-lead-generation Jan 2014Marketo: The definitive-guide-to-lead-generation Jan 2014
Marketo: The definitive-guide-to-lead-generation Jan 2014
 
[Webinar] Give Your SDRs An Unfair Advantage with Predictive
[Webinar] Give Your SDRs An Unfair Advantage with Predictive [Webinar] Give Your SDRs An Unfair Advantage with Predictive
[Webinar] Give Your SDRs An Unfair Advantage with Predictive
 
SaaS University - Customer Success Presentation
SaaS University - Customer Success PresentationSaaS University - Customer Success Presentation
SaaS University - Customer Success Presentation
 
Boost Customer Experience with UiPath & AWS Contact Center Automation
Boost Customer Experience with UiPath & AWS Contact Center AutomationBoost Customer Experience with UiPath & AWS Contact Center Automation
Boost Customer Experience with UiPath & AWS Contact Center Automation
 
How to Design a Value-Based Renewal Management Process
How to Design a Value-Based Renewal Management Process How to Design a Value-Based Renewal Management Process
How to Design a Value-Based Renewal Management Process
 
Apache jMeter
Apache jMeterApache jMeter
Apache jMeter
 
Lead Generation Playbook
Lead Generation PlaybookLead Generation Playbook
Lead Generation Playbook
 
Customer segmentation approach
Customer segmentation approachCustomer segmentation approach
Customer segmentation approach
 
The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...
The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...
The Magic ABX Potion – Key Elements to Think About When Creating Your ABX Str...
 
The TAS Group | SFDC Expert Success Series
The TAS Group | SFDC Expert Success SeriesThe TAS Group | SFDC Expert Success Series
The TAS Group | SFDC Expert Success Series
 

Sales Lead Generation Flow Chart

  • 1. Initial Email Campaign (Y/N) Traditional Sales Process YES Create follow up list based on click-thru report NO Segment list by: Region Type (dist., wholesale) Competitor Shop type Prioritize Target Markets Define Targets: Midwest? Mountain? Channels? Lead List (MAMTA) expected next week Data Processing Upload to Mail Chimp: reconcile with existing Clean Data: format Add Data Points: source, competitor, shop type CRM: Highrise, Daylite PROS: Easy to execute Quick wins CONS: Low win rate Contact not verified Potential negative first impression DEADLINE: 3/10 Messaging: This is who we are Soft sell and info New dealer promo DEADLINE: 3/3