Learn the 5 steps you should follow to make your marketing programs more relevant with InsideView for Marketing and Marketo.

1. 5 Steps to Better Lead Management
Joe Lucas
Director of Lead Gen & Marketing Ops

2. Marketing's
Revenue Shift

3. 3 Types
of Lead Data
Situational
Information
Demographic
Information
Behavioral
Information

4. The
5 Steps
1. Clean and Manage your database
2. Reduce form fields with enrichment
3. Identify business triggers to fuel campaigns
4. Use triggers to pinpoint interesting moments
5. Help sales prepare for calls

5. Step 1
Clean and manage
your database.
A clean database allows
for easy segmentation and
nurturing.

6. Step 2
Reduce form fields
with enrichment.
Streamline your forms for
higher conversion.
YOUR SIMPLE
WEB FORM
SUBMISSION
BECOMES A
COMPLETE
RECORD IN

7. Step 2
Reduce form fields
with enrichment.
Complete firmographics
delivers more accurate
scoring and routing.
ABFETFEORRE
New lead rating
New lead owner
Eliminates manual research

8. Step 3
Identify business
triggers to fuel
campaigns and
scoring.
Easily keep track of the
important events
happening with your
prospects and customers

9. Step 4
Use triggers to
pinpoint interesting
moments.
Prioritize follow up based
on these pivotal events.

10. Step 5
Help sales prepare
for calls.
Provide your SDR’s with
the right insight.

11. Thank You
For More Information Visit
www.insideview.com/marketing
@joelucas
Joe.lucas@insideview.com