Editor’s note: This post was originally published on 2/9/18 and has been updated for accuracy and comprehension.
You can keep your pipeline full and the dollars flowing when you understand how to organize your leads and customers.
This video highlights five segmented lists every salesperson needs. They include target accounts, inbound leads, monthly lead visitors, sales qualified leads (SQL), and customers.
Watch it now and start simplifying your process and become more effective.
TRANSCRIPT
Does trying to organize your sales pipeline fill you with despair?
Don’t worry – help is available!
These five segmented lists can help you bring order to your leads and your customers.
This is for people and companies that you know are a good fit for your products and services.
Pro Tip: Review your list of target accounts every day and keep moving them through your sales cadence.
This includes all of your online lead generation.
Best Practice: Don’t keep inactive leads in your list.
These are “hot leads” who have visited your website (and are also on your inbound leads list).
This includes prospects on your inbound/target list and have taken the next step to book an appointment.
These are the people with whom you’ve closed a deal.
Seek to build deeper relationships.
Customer Loyalty Tip: Keep track of your customers’ likes and periodically gift them with a bouquet of flowers for a birthday or a gift card to their favorite coffee joint.
Maintaining organized lists = better organization AND closing more deals.
