5 Best Practices for Lead Tracking

Have you ever bought something you really wanted and then put it on the shelf and forgotten about it? Maybe you found it a month later and you no longer wanted whatever it was.

Leads are valuable items that should not be misplaced. Do you have a system for how leads are handled? How they are managed before they get to sales? Well, it would be advisable to have some system established.

Today Meredith Hewinson shares her suggested system with us in her article “Lead Tracking: 5 Best Practices for Marketing Operations” You will learn a process that takes your leads from beginning to end in a most effective fashion.

https://blog.marketo.com/2018/11/lead-tracking-the-5-best-practices-for-marketing-operations.htmlMarketing operations is often tasked with the responsibility of tracking leads, but it’s not without obstacles. Marketing operations must deal with challenges including time management, expectation management, system limitations, training, and enablement. For example, expectation management often falls on the operations practitioner who must balance feedback and understanding, while communicating across the organizations.

Marketing operations also deals with not being seen as a strategic partner when they are in fact a vital and strategic player. The practitioner may find half-baked strategies and execution, which brings its own set of challenges when tracking lead conversion and pipeline.

Overall, marketing automation, combined with smart organization, communication, and collaboration, can bring all your lead tracking efforts in alignment.

1) Determine What’s a Good Lead
2) Define Fields in Your CRM Systems
3) Organize
4) Promote Efficiency
5) Customize Sales Pitches read more at blog.marketo.com


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Originally posted 2018-11-06 11:43:41.

About Richard Ingersoll

Dick Ingersoll started his career in Information systems over 40 years ago as a Field Service Engineer for Tektronix Inc. in Beaverton Oregon. Over his forty+ year career in Corporate America, Dick has become an expert in technology and best practices. For the last 13 years, Dick has been experimenting, studying and making money from Internet marketing using his expertise in Search Engine Optimization, Conversion Rate Optimization and Landing Page Optimization.
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