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Best Practices for Lead Management Tricia Reilly, Bluebird Marketing Scott Keane, Salesforce.com Tony Siconolfi, MySpace.com/Fox Interactive Media Nancy Kamerer, Salesforce.com Marketing I
Safe Harbor Statement ,[object Object],[object Object],[object Object]
Best Practices for Lead Management Tricia Reilly Principal Consultant Bluebird Marketing, LLC [email_address]
All About Bluebird Marketing ,[object Object],[object Object],[object Object],[object Object],[object Object],www.bluebirdmarcom.com Bluebirdblueprint.blogspot.com
What is Lead Management? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is Lead Management? ,[object Object],[object Object],[object Object],[object Object]
Best Practices in Lead Management – The Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best practices in lead management – Data capture ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best practices in lead management - Enrichment ,[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices in Lead Management - Scoring ,[object Object],[object Object],[object Object],[object Object]
Best Practices in Lead Management – Close the loop ,[object Object],[object Object],[object Object]
Best Practices for Lead Management Scott Keane Sr. Director, Marketing Operations salesforce.com [email_address]
Closed-Loop Sales and Marketing Process Campaign Lead Capture Lead Qualification Analytics Opportunity Closure Opportunity Creation
Sales and Marketing Lifecycle ,[object Object],Salesforce.com Website Marketing & Sales Corporate Sales Enterprise Sales Lead Qualification BusinessWeek Online Search Engine Marketing
Case Study: Unlimited Edition Program Setup ,[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study: Campaign Creation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study: Follow-up Info for Sales ,[object Object],[object Object],[object Object]
Case Study: Lead Capture Form ,[object Object],[object Object]
Case Study: Lead Capture (cont’d) ,[object Object],[object Object],[object Object]
Case Study: Lead Follow-up ,[object Object],[object Object],[object Object],[object Object]
Lead Status Values ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study: Opportunity Creation ,[object Object],[object Object]
Closed-loop Analytics Closed business tied back to leads Leads tied back to marketing campaigns Leads converted  to opportunities Campaigns generate leads
Integrated Sales & Marketing Dashboards ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SR Dashboards Important to Ensure Effective Lead Follow-up Qualification # of Leads Untouched Leads untouched in 48 hrs Leads Being Worked by SR Public Shaming for SRs who Break the Rules
Best Practices for Lead Management Tony Siconolfi Vice President, MySpace.com Inside Sales   MySpace.com/Fox Interactive Media [email_address]
All About MySpace.com ,[object Object],[object Object],[object Object],[object Object],[object Object],The most viewed site on the Internet -69.9 million unique monthly users  -38.7% reach of the US online population -46.4 billion page views per month -14+ billion total minutes per month -23.9 minutes per usage day per user ****7+ billion ads served a day
What is a lead and best practices for generating them… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best practices for lead distribution… ,[object Object],[object Object],[object Object],[object Object],[object Object],Lead Funnel  Sales rep #1 Sales rep #2 Sales rep #3
Best practices for tracking lead lifetime… ,[object Object],[object Object],[object Object],[object Object]
Best practices for using reporting to manage… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Salesforce support during the building phases and beyond… ,[object Object],[object Object],[object Object],[object Object]
Best Practices for Lead Management Tricia Reilly, Bluebird Marketing Scott Keane, Salesforce.com Tony Siconolfi, MySpace.com/Fox Interactive Media Nancy Kamerer, Salesforce.com Marketing I
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],We strive to improve, t hank you for filling out our survey. ,[object Object],[object Object]
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M B F002 Reilly 091707

  • 1. Best Practices for Lead Management Tricia Reilly, Bluebird Marketing Scott Keane, Salesforce.com Tony Siconolfi, MySpace.com/Fox Interactive Media Nancy Kamerer, Salesforce.com Marketing I
  • 2.
  • 3. Best Practices for Lead Management Tricia Reilly Principal Consultant Bluebird Marketing, LLC [email_address]
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12. Best Practices for Lead Management Scott Keane Sr. Director, Marketing Operations salesforce.com [email_address]
  • 13. Closed-Loop Sales and Marketing Process Campaign Lead Capture Lead Qualification Analytics Opportunity Closure Opportunity Creation
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23. Closed-loop Analytics Closed business tied back to leads Leads tied back to marketing campaigns Leads converted to opportunities Campaigns generate leads
  • 24.
  • 25. SR Dashboards Important to Ensure Effective Lead Follow-up Qualification # of Leads Untouched Leads untouched in 48 hrs Leads Being Worked by SR Public Shaming for SRs who Break the Rules
  • 26. Best Practices for Lead Management Tony Siconolfi Vice President, MySpace.com Inside Sales MySpace.com/Fox Interactive Media [email_address]
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33. Best Practices for Lead Management Tricia Reilly, Bluebird Marketing Scott Keane, Salesforce.com Tony Siconolfi, MySpace.com/Fox Interactive Media Nancy Kamerer, Salesforce.com Marketing I
  • 34.
  • 35.