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Module 6 – Lead Generation
Process
Table of ContentsTable of Contents
2
© Simplilearn Solutions
1. What is Lead generation?..............................................................slide no3
2. Process of Lead generation……………………………………………………….…slide no4
3. Introduction to LinkedIn……………………………………………………………...slide no5
4. Steps for Extraction………………………………………………………………….….slide no6-15
5. Steps for Formatting……………………………………………………………….....slide no16-22
6. Steps for Creation…………………………………………………………………….….slide no23-30
© Simplilearn Solutions
3
What is a Lead generation?What is a Lead generation?
Lead generation is the marketing terms. There are two ways of advertising a
product of a company :
1.Sales Marketing
2.Online Marketing
Therefore lead generation refers to the generation of prospective customer interest
or inquiry into a company’s products or services through internet.
Lead generation is the marketing terms. There are two ways of advertising a
product of a company :
1.Sales Marketing
2.Online Marketing
Therefore lead generation refers to the generation of prospective customer interest
or inquiry into a company’s products or services through internet.
© Simplilearn Solutions
4
Process of Lead generationProcess of Lead generation
The steps in lead generation are:
1.Extraction – It refers to searching of prospective customers and extracting the
information from sites such as LinkedIn, Naukari or other professional sites.
2.Formatting – Once the information of the prospective customers is extracted,
arranging in a standard form and updating the data base is referred as formatting.
3.Creation - It is a process which involves the appending of email ids of the
individuals provided in the data base. The complete process involves finding the
email domain of the company, format and finding respective Google ids if available.
The steps in lead generation are:
1.Extraction – It refers to searching of prospective customers and extracting the
information from sites such as LinkedIn, Naukari or other professional sites.
2.Formatting – Once the information of the prospective customers is extracted,
arranging in a standard form and updating the data base is referred as formatting.
3.Creation - It is a process which involves the appending of email ids of the
individuals provided in the data base. The complete process involves finding the
email domain of the company, format and finding respective Google ids if available.
© Simplilearn Solutions
5
Introduction to LinkedInIntroduction to LinkedIn
 LinkedIn is a business-related social networking site. It was founded in December
2002and launched in May 2003.
 There are about 150 million registered users in more than 2000 countries and
territories and the site is available in various languages.
 It is mainly used for professional networking. The members can update their
professional details, search for jobs, follow groups and can create connection with
their colleague or other professionals from their industry.
 LinkedIn is a business-related social networking site. It was founded in December
2002and launched in May 2003.
 There are about 150 million registered users in more than 2000 countries and
territories and the site is available in various languages.
 It is mainly used for professional networking. The members can update their
professional details, search for jobs, follow groups and can create connection with
their colleague or other professionals from their industry.
LinkedIn is the main source for collation of our data for lead generation or email
marketing. Therefore it is used in extraction of required data to market our
products.
LinkedIn is the main source for collation of our data for lead generation or email
marketing. Therefore it is used in extraction of required data to market our
products.
© Simplilearn Solutions
6
Steps for ExtractionSteps for Extraction
Here are the steps on extraction of data from LinkedIn.
Step 1: Homepage
Here are the steps on extraction of data from LinkedIn.
Step 1: Homepage
This is LinkedIn
homepage. If you are
new user register
here.
If already a member,
login using your
existing email &
password.
© Simplilearn Solutions
7
Steps for ExtractionSteps for Extraction
Step 2: After Login pageStep 2: After Login page
Once you login, you
will be taken to your
profile page. Click
on “Advanced” tab
to perform search
© Simplilearn Solutions
8
Steps for ExtractionSteps for Extraction
Step 3: Steps to perform search.Step 3: Steps to perform search. 1. Insert designation
as per given list &
Select Current
3. Click on search tab
to get the result
2. Select the country
from the list.
© Simplilearn Solutions
9
Steps for ExtractionSteps for Extraction
Step3: Cont..
Here are the points that you need to keep in mind on designation while performing
the search:
Designation will depend on products.
Each page will contain 10 contacts.
Each search will result in extraction of only 70 pages (700 contacts ).
In case the result shows more than 700 contacts, then proceed with different kind
of search such as location wise, year of experience and domain wise.
Step3: Cont..
Here are the points that you need to keep in mind on designation while performing
the search:
Designation will depend on products.
Each page will contain 10 contacts.
Each search will result in extraction of only 70 pages (700 contacts ).
In case the result shows more than 700 contacts, then proceed with different kind
of search such as location wise, year of experience and domain wise.
© Simplilearn Solutions
10
Steps for ExtractionSteps for Extraction
Step4: Result of SearchStep4: Result of Search
Here is an example of
the results displayed
based on the search
performed.
© Simplilearn Solutions
11
Steps for ExtractionSteps for Extraction
Step 5: Copy the dataStep 5: Copy the data
Copy the data by selecting the details
and paste it on an excel sheet. Follow
this step for all search results.
Ensure that you leave a row while
pasting the details.
© Simplilearn Solutions
12
Steps for ExtractionSteps for Extraction
Extracting data using other search options.
1.Connection wise data extraction
Extracting data using other search options.
1.Connection wise data extraction
Select connection
under All LinkedIn
Members section to
extract connection
wise data.
© Simplilearn Solutions
13
Steps for ExtractionSteps for Extraction
2. Year of Experience wise data extraction2. Year of Experience wise data extraction
Select the years
under All years of
experience to extract
experience wise data.
© Simplilearn Solutions
14
Steps for ExtractionSteps for Extraction
3. Domain Wise data extraction3. Domain Wise data extraction
Select the industry
type/domain under
the All Industries
section to extract
domain wise data.
© Simplilearn Solutions
15
Steps for ExtractionSteps for Extraction
4. Location wise data extraction4. Location wise data extraction
Select the location
under All location
section to extract
location wise data.
© Simplilearn Solutions
16
Steps for FormattingSteps for Formatting
Once the extraction of data is complied on an excel sheet, the formatting process
begins.
Step 1: Apply the formula
Once the extraction of data is complied on an excel sheet, the formatting process
begins.
Step 1: Apply the formula
1.Copy the extracted data to a new
excel sheet & apply the formula
(=a1=a6 &=a3)in the columns C,D & E
2. Press ctrl+end.
3. Then select C,D, & E columns and
press ctrl+d.
© Simplilearn Solutions
17
Steps for FormattingSteps for Formatting
Step 2: Provide headers to the dataStep 2: Provide headers to the data
. Paste the data into new Sheet
and in the 1st
row name the
header as Full Name,
Designation & Location .
© Simplilearn Solutions
18
Steps for FormattingSteps for Formatting
Step3 : Delete unwanted dataStep3 : Delete unwanted data Delete unwanted data from
the location column by
applying filter. Once the
filter is applied select
custom.
a. In the custom filter, select “does
not contain” and type “-” in the
next field and click ok. Delete the
data that is filtered .
b. Apply filter once again and choose
custom. Now select “contains” and
mention connections in the next
field and click on ok. Delete the
data that is filtered.
© Simplilearn Solutions
19
Steps for FormattingSteps for Formatting
Step4: Sorting the dataStep4: Sorting the data
a. Cut the designation column and insert
it in column D.
b. Next separate the designation and
company from column D using (ctrl+F)
by replacing (at) with (^)symbol.
c. Next select (Alt+D+E) and select
Delimited, click next tab.
d. Choose other and enter (^) in the next
field and click finish.
© Simplilearn Solutions
20
Steps for FormattingSteps for Formatting
Step5: Delete unwanted data in the “company” columnStep5: Delete unwanted data in the “company” column
a. Name the separated data in
column D as Company .
b. Delete the unwanted information
such as past, more, current ,
blanks in the Company column by
using filter option.
© Simplilearn Solutions
21
Steps for FormattingSteps for Formatting
Step 7: Sorting the Name columnStep 7: Sorting the Name column
a. Sort the Name column by deleting
unwanted data.
b. Apply (ctrl+F) and replace
unwanted data e.g.(3rd
, 2nd
, 1st
,
save, profile, group etc) with blank.
c. Apply filter to the Name column
and delete blanks.
© Simplilearn Solutions
22
Steps for FormattingSteps for Formatting
Step 8: Results on sorting the dataStep 8: Results on sorting the data a.As a result of previous step, two types of data is
generated i.e., Innetwork (Includes Full Name) &
Outnetwork (without names but contains rest of
the details).
b.Separate these by applying filter and choosing
custom on the Full Name column.
c.In the custom filter, choose “Contains” and enter
“Linked” in the next field and click ok.
d.The outnetwork data is filtered, copy it and
paste it on sheet3 and name it as Designation,
Company, Location & Industry.
© Simplilearn Solutions
23
Steps for CreationSteps for Creation
 Creation process will begin after extracting and formatting data from LinkedIn is
completed. Post which the data will be added into the database (MS Access).
 Domain: The domain represents the web address of website. Ex:
Simplilearn.com, ibm.com, infosys.com etc.
Email: It is electronic mail where we can send or receive information or data ex:
picture, document, reports etc. Ex: dinesh@simplilearn.com
 Google ID: It is used as search option for finding exact email id for a particular
contact name as per the given data.
Here is an example :
 Dinesh@simplilearn.com
• @simplilearn.com is the email domain
• Dinesh Is the format (first name)
 Creation process will begin after extracting and formatting data from LinkedIn is
completed. Post which the data will be added into the database (MS Access).
 Domain: The domain represents the web address of website. Ex:
Simplilearn.com, ibm.com, infosys.com etc.
Email: It is electronic mail where we can send or receive information or data ex:
picture, document, reports etc. Ex: dinesh@simplilearn.com
 Google ID: It is used as search option for finding exact email id for a particular
contact name as per the given data.
Here is an example :
 Dinesh@simplilearn.com
• @simplilearn.com is the email domain
• Dinesh Is the format (first name)
© Simplilearn Solutions
24
Steps for CreationSteps for Creation
Step 1: Find the domain of the given company.Step 1: Find the domain of the given company.
Copy the domain name from
the given database.
© Simplilearn Solutions
25
Steps for CreationSteps for Creation
Step 1: Cont..Step 1: Cont..
Paste the company name in
the Google search bar.
The obtained domain should
match the given company
name. Now copy the
domain.
© Simplilearn Solutions
26
Steps for CreationSteps for Creation
Step 2: Search for Google IDStep 2: Search for Google ID
a. To perform the search,
Prefix “@” & paste the
domain &
insert double inverted
comma (“). This will show the
exact search result.
b. Now paste the contact
name
© Simplilearn Solutions
27
Steps for CreationSteps for Creation
Step 3: After creation of the email id:
Note: if the google id is not found, find using email format.
Step 3: After creation of the email id:
Note: if the google id is not found, find using email format.
a.After getting Google email
id copy & paste
it to database Email column
directly.
b.In the validation/status
column mention “G” next to
the email.
© Simplilearn Solutions
28
Steps for CreationSteps for Creation
Step 4: Finding Email formatStep 4: Finding Email format
To perform the search using
email format, Prefix “@” & paste
the domain &
insert double inverted comma (“)
& enter the word emails in the
search bar.
© Simplilearn Solutions
29
Steps for CreationSteps for Creation
Key Points to be kept in mind while finding email format:
Some of the email formats are:
Name : Dinesh Kumar (Here Dinesh is first name & Kumar is last name)
Domain: @simplilearn.com
 There are different formats available such as;
•Dinesh@simplilearn.com (first name)
•Dinesh.kumar@simplilearn.com (firstname.lastname)
•kumar@simplilearn.com (last name)
•Dkumar@simplilearn.com ( first initial of first name & last name) etc.
In case you are not able to find the email format with the help of the above steps
then use the websites like,
• www.clusty.com
• www.dowhois.com
Finally once the format is obtained then frame the email id according to the
Obtained format.
Key Points to be kept in mind while finding email format:
Some of the email formats are:
Name : Dinesh Kumar (Here Dinesh is first name & Kumar is last name)
Domain: @simplilearn.com
 There are different formats available such as;
•Dinesh@simplilearn.com (first name)
•Dinesh.kumar@simplilearn.com (firstname.lastname)
•kumar@simplilearn.com (last name)
•Dkumar@simplilearn.com ( first initial of first name & last name) etc.
In case you are not able to find the email format with the help of the above steps
then use the websites like,
• www.clusty.com
• www.dowhois.com
Finally once the format is obtained then frame the email id according to the
Obtained format.
© Simplilearn Solutions
30
Steps for CreationSteps for Creation
Sep 5: Update the email id in the database.Sep 5: Update the email id in the database.
a. Once the email format is
found, create similar email
format as per the DB contact
name
in the Email column.
b. In the validation/status column
update the email format found.

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Lead generation process

  • 1. 1 Module 6 – Lead Generation Process
  • 2. Table of ContentsTable of Contents 2 © Simplilearn Solutions 1. What is Lead generation?..............................................................slide no3 2. Process of Lead generation……………………………………………………….…slide no4 3. Introduction to LinkedIn……………………………………………………………...slide no5 4. Steps for Extraction………………………………………………………………….….slide no6-15 5. Steps for Formatting……………………………………………………………….....slide no16-22 6. Steps for Creation…………………………………………………………………….….slide no23-30
  • 3. © Simplilearn Solutions 3 What is a Lead generation?What is a Lead generation? Lead generation is the marketing terms. There are two ways of advertising a product of a company : 1.Sales Marketing 2.Online Marketing Therefore lead generation refers to the generation of prospective customer interest or inquiry into a company’s products or services through internet. Lead generation is the marketing terms. There are two ways of advertising a product of a company : 1.Sales Marketing 2.Online Marketing Therefore lead generation refers to the generation of prospective customer interest or inquiry into a company’s products or services through internet.
  • 4. © Simplilearn Solutions 4 Process of Lead generationProcess of Lead generation The steps in lead generation are: 1.Extraction – It refers to searching of prospective customers and extracting the information from sites such as LinkedIn, Naukari or other professional sites. 2.Formatting – Once the information of the prospective customers is extracted, arranging in a standard form and updating the data base is referred as formatting. 3.Creation - It is a process which involves the appending of email ids of the individuals provided in the data base. The complete process involves finding the email domain of the company, format and finding respective Google ids if available. The steps in lead generation are: 1.Extraction – It refers to searching of prospective customers and extracting the information from sites such as LinkedIn, Naukari or other professional sites. 2.Formatting – Once the information of the prospective customers is extracted, arranging in a standard form and updating the data base is referred as formatting. 3.Creation - It is a process which involves the appending of email ids of the individuals provided in the data base. The complete process involves finding the email domain of the company, format and finding respective Google ids if available.
  • 5. © Simplilearn Solutions 5 Introduction to LinkedInIntroduction to LinkedIn  LinkedIn is a business-related social networking site. It was founded in December 2002and launched in May 2003.  There are about 150 million registered users in more than 2000 countries and territories and the site is available in various languages.  It is mainly used for professional networking. The members can update their professional details, search for jobs, follow groups and can create connection with their colleague or other professionals from their industry.  LinkedIn is a business-related social networking site. It was founded in December 2002and launched in May 2003.  There are about 150 million registered users in more than 2000 countries and territories and the site is available in various languages.  It is mainly used for professional networking. The members can update their professional details, search for jobs, follow groups and can create connection with their colleague or other professionals from their industry. LinkedIn is the main source for collation of our data for lead generation or email marketing. Therefore it is used in extraction of required data to market our products. LinkedIn is the main source for collation of our data for lead generation or email marketing. Therefore it is used in extraction of required data to market our products.
  • 6. © Simplilearn Solutions 6 Steps for ExtractionSteps for Extraction Here are the steps on extraction of data from LinkedIn. Step 1: Homepage Here are the steps on extraction of data from LinkedIn. Step 1: Homepage This is LinkedIn homepage. If you are new user register here. If already a member, login using your existing email & password.
  • 7. © Simplilearn Solutions 7 Steps for ExtractionSteps for Extraction Step 2: After Login pageStep 2: After Login page Once you login, you will be taken to your profile page. Click on “Advanced” tab to perform search
  • 8. © Simplilearn Solutions 8 Steps for ExtractionSteps for Extraction Step 3: Steps to perform search.Step 3: Steps to perform search. 1. Insert designation as per given list & Select Current 3. Click on search tab to get the result 2. Select the country from the list.
  • 9. © Simplilearn Solutions 9 Steps for ExtractionSteps for Extraction Step3: Cont.. Here are the points that you need to keep in mind on designation while performing the search: Designation will depend on products. Each page will contain 10 contacts. Each search will result in extraction of only 70 pages (700 contacts ). In case the result shows more than 700 contacts, then proceed with different kind of search such as location wise, year of experience and domain wise. Step3: Cont.. Here are the points that you need to keep in mind on designation while performing the search: Designation will depend on products. Each page will contain 10 contacts. Each search will result in extraction of only 70 pages (700 contacts ). In case the result shows more than 700 contacts, then proceed with different kind of search such as location wise, year of experience and domain wise.
  • 10. © Simplilearn Solutions 10 Steps for ExtractionSteps for Extraction Step4: Result of SearchStep4: Result of Search Here is an example of the results displayed based on the search performed.
  • 11. © Simplilearn Solutions 11 Steps for ExtractionSteps for Extraction Step 5: Copy the dataStep 5: Copy the data Copy the data by selecting the details and paste it on an excel sheet. Follow this step for all search results. Ensure that you leave a row while pasting the details.
  • 12. © Simplilearn Solutions 12 Steps for ExtractionSteps for Extraction Extracting data using other search options. 1.Connection wise data extraction Extracting data using other search options. 1.Connection wise data extraction Select connection under All LinkedIn Members section to extract connection wise data.
  • 13. © Simplilearn Solutions 13 Steps for ExtractionSteps for Extraction 2. Year of Experience wise data extraction2. Year of Experience wise data extraction Select the years under All years of experience to extract experience wise data.
  • 14. © Simplilearn Solutions 14 Steps for ExtractionSteps for Extraction 3. Domain Wise data extraction3. Domain Wise data extraction Select the industry type/domain under the All Industries section to extract domain wise data.
  • 15. © Simplilearn Solutions 15 Steps for ExtractionSteps for Extraction 4. Location wise data extraction4. Location wise data extraction Select the location under All location section to extract location wise data.
  • 16. © Simplilearn Solutions 16 Steps for FormattingSteps for Formatting Once the extraction of data is complied on an excel sheet, the formatting process begins. Step 1: Apply the formula Once the extraction of data is complied on an excel sheet, the formatting process begins. Step 1: Apply the formula 1.Copy the extracted data to a new excel sheet & apply the formula (=a1=a6 &=a3)in the columns C,D & E 2. Press ctrl+end. 3. Then select C,D, & E columns and press ctrl+d.
  • 17. © Simplilearn Solutions 17 Steps for FormattingSteps for Formatting Step 2: Provide headers to the dataStep 2: Provide headers to the data . Paste the data into new Sheet and in the 1st row name the header as Full Name, Designation & Location .
  • 18. © Simplilearn Solutions 18 Steps for FormattingSteps for Formatting Step3 : Delete unwanted dataStep3 : Delete unwanted data Delete unwanted data from the location column by applying filter. Once the filter is applied select custom. a. In the custom filter, select “does not contain” and type “-” in the next field and click ok. Delete the data that is filtered . b. Apply filter once again and choose custom. Now select “contains” and mention connections in the next field and click on ok. Delete the data that is filtered.
  • 19. © Simplilearn Solutions 19 Steps for FormattingSteps for Formatting Step4: Sorting the dataStep4: Sorting the data a. Cut the designation column and insert it in column D. b. Next separate the designation and company from column D using (ctrl+F) by replacing (at) with (^)symbol. c. Next select (Alt+D+E) and select Delimited, click next tab. d. Choose other and enter (^) in the next field and click finish.
  • 20. © Simplilearn Solutions 20 Steps for FormattingSteps for Formatting Step5: Delete unwanted data in the “company” columnStep5: Delete unwanted data in the “company” column a. Name the separated data in column D as Company . b. Delete the unwanted information such as past, more, current , blanks in the Company column by using filter option.
  • 21. © Simplilearn Solutions 21 Steps for FormattingSteps for Formatting Step 7: Sorting the Name columnStep 7: Sorting the Name column a. Sort the Name column by deleting unwanted data. b. Apply (ctrl+F) and replace unwanted data e.g.(3rd , 2nd , 1st , save, profile, group etc) with blank. c. Apply filter to the Name column and delete blanks.
  • 22. © Simplilearn Solutions 22 Steps for FormattingSteps for Formatting Step 8: Results on sorting the dataStep 8: Results on sorting the data a.As a result of previous step, two types of data is generated i.e., Innetwork (Includes Full Name) & Outnetwork (without names but contains rest of the details). b.Separate these by applying filter and choosing custom on the Full Name column. c.In the custom filter, choose “Contains” and enter “Linked” in the next field and click ok. d.The outnetwork data is filtered, copy it and paste it on sheet3 and name it as Designation, Company, Location & Industry.
  • 23. © Simplilearn Solutions 23 Steps for CreationSteps for Creation  Creation process will begin after extracting and formatting data from LinkedIn is completed. Post which the data will be added into the database (MS Access).  Domain: The domain represents the web address of website. Ex: Simplilearn.com, ibm.com, infosys.com etc. Email: It is electronic mail where we can send or receive information or data ex: picture, document, reports etc. Ex: dinesh@simplilearn.com  Google ID: It is used as search option for finding exact email id for a particular contact name as per the given data. Here is an example :  Dinesh@simplilearn.com • @simplilearn.com is the email domain • Dinesh Is the format (first name)  Creation process will begin after extracting and formatting data from LinkedIn is completed. Post which the data will be added into the database (MS Access).  Domain: The domain represents the web address of website. Ex: Simplilearn.com, ibm.com, infosys.com etc. Email: It is electronic mail where we can send or receive information or data ex: picture, document, reports etc. Ex: dinesh@simplilearn.com  Google ID: It is used as search option for finding exact email id for a particular contact name as per the given data. Here is an example :  Dinesh@simplilearn.com • @simplilearn.com is the email domain • Dinesh Is the format (first name)
  • 24. © Simplilearn Solutions 24 Steps for CreationSteps for Creation Step 1: Find the domain of the given company.Step 1: Find the domain of the given company. Copy the domain name from the given database.
  • 25. © Simplilearn Solutions 25 Steps for CreationSteps for Creation Step 1: Cont..Step 1: Cont.. Paste the company name in the Google search bar. The obtained domain should match the given company name. Now copy the domain.
  • 26. © Simplilearn Solutions 26 Steps for CreationSteps for Creation Step 2: Search for Google IDStep 2: Search for Google ID a. To perform the search, Prefix “@” & paste the domain & insert double inverted comma (“). This will show the exact search result. b. Now paste the contact name
  • 27. © Simplilearn Solutions 27 Steps for CreationSteps for Creation Step 3: After creation of the email id: Note: if the google id is not found, find using email format. Step 3: After creation of the email id: Note: if the google id is not found, find using email format. a.After getting Google email id copy & paste it to database Email column directly. b.In the validation/status column mention “G” next to the email.
  • 28. © Simplilearn Solutions 28 Steps for CreationSteps for Creation Step 4: Finding Email formatStep 4: Finding Email format To perform the search using email format, Prefix “@” & paste the domain & insert double inverted comma (“) & enter the word emails in the search bar.
  • 29. © Simplilearn Solutions 29 Steps for CreationSteps for Creation Key Points to be kept in mind while finding email format: Some of the email formats are: Name : Dinesh Kumar (Here Dinesh is first name & Kumar is last name) Domain: @simplilearn.com  There are different formats available such as; •Dinesh@simplilearn.com (first name) •Dinesh.kumar@simplilearn.com (firstname.lastname) •kumar@simplilearn.com (last name) •Dkumar@simplilearn.com ( first initial of first name & last name) etc. In case you are not able to find the email format with the help of the above steps then use the websites like, • www.clusty.com • www.dowhois.com Finally once the format is obtained then frame the email id according to the Obtained format. Key Points to be kept in mind while finding email format: Some of the email formats are: Name : Dinesh Kumar (Here Dinesh is first name & Kumar is last name) Domain: @simplilearn.com  There are different formats available such as; •Dinesh@simplilearn.com (first name) •Dinesh.kumar@simplilearn.com (firstname.lastname) •kumar@simplilearn.com (last name) •Dkumar@simplilearn.com ( first initial of first name & last name) etc. In case you are not able to find the email format with the help of the above steps then use the websites like, • www.clusty.com • www.dowhois.com Finally once the format is obtained then frame the email id according to the Obtained format.
  • 30. © Simplilearn Solutions 30 Steps for CreationSteps for Creation Sep 5: Update the email id in the database.Sep 5: Update the email id in the database. a. Once the email format is found, create similar email format as per the DB contact name in the Email column. b. In the validation/status column update the email format found.