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The Importance of Process in Lead Management Solutions

Developing a defined, measurable means for qualifying, nurturing and routing leads can be simple, if you incorporate the right processes. The Annuitas Group and USA Financial walk through the steps they took in developing a best-in-class lead management process. They cover items such as:

  • Conducting lead management process reviews to identify gaps
  • Bringing together marketing and sales
  • Developing qualification and lead scoring models
  • Defining nurture streams
  • Developing lead routing protocols
  • Measuring results

Moderator: Sarah Lander, Product Marketing Manager, Silverpop
Presenters: Jay Hidalgo, CEO, The Annuitas Group and Raeanne Thompson, Vice President of Marketing, USA Financial

When: Webinar was held July 21, 2009 
Level: Content of this Webinar will be targeted to beginner- to intermediate-level email marketers
Timing: Formal presentation approximately 30 minutes, followed by a Q&A session

View the recorded Webinar
Download the slides
View the USA Financial Case Study

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