Stories to Sell By


Five tips for successful lead management

Monday, November 25, 2019

Here are some best practices to help your team win the sale:

1. Build your team: The first step is to make sure you and your team have a process to qualify and route leads. For example, some stores have all leads — form submissions and calls — get routed to a manager whose role is to assign the leads to sales associates who are responsible for following-up. Others have one team member dedicated to following up with the leads directly and coordinating next steps.  

2. Arm your forces: Make sure your sales team has access and training to the Omnify HUB lead management tool to keep track of prospects through the sales process. The more visibility and insight each team member can provide about the customer, the better your chances are of garnering interest and closing the sale. 

3. First responder wins: Research shows that if you call the prospect back within five minutes of receiving the lead you increase your chance of making contact and getting an appointment by 400 percent, compared to waiting 10 minutes or longer. If you can’t follow-up right away, the best time to reach out is early morning or late afternoon. 

4. Don’t miss a beat: Keep track of where leads are in the buying process using your Omnify HUB lead management tool. That way, you don’t miss any sales opportunities. 

5. Part of the winning formula: Treat lead management just like you would any other part of the marketing and sales equation. Follow these tips, perfect your processes and build lead management into the performance reviews of your team members.


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