Lead Generation
Many systems concentrate on lead generation, but this is not the only area that is critical. Managing the lead is as important, if not more since it costs to generate leads and you do not want money to go to waste. You want to ensure that the lead is followed up and whatever the result the business learns from it and uses it for future activity. SymVolli has the ability through its three dimensional database not only to measure what leads were received but also how they were generated and try to understand as to why they were interested.
- Defining the characteristics for lead generation and management
SymVolli’s attributes allows you to establish characteristics that are for general use for lead management, such as source, contact date, interest, etc. to specific characteristics for each marketing campaign. With SymVolli’s search capability it is easy to identify who has been involved in what campaign and who was interested in a specific offering.
- Running marketing campaigns
The traditional way of working with external agencies or even internal departments in carrying out marketing campaigns is to export a list based on specific characteristics, carrying out the campaign, receiving the list back from the agency with notes attached to each contact as to the outcome and then importing the list. With SymVolli this is no longer necessary.
The agency or internal department is set up as a user in SymVolli and a list of contacts are assigned to the user by using the search facility within SymVolli. SymVolli ensures that the user will only see the information that is required to carry out the campaign thereby maintaining a very high level of security. There is no need for the administrative burden of exporting and importing of lists. Another great benefit using SymVolli is that the originator of the campaign can see the results instantly. All the notes, documents or attributes that are updated can be viewed immediately and reports can be produced to show the level of activity for any given period. No need to wait, just check without having to ask the agency or department carrying out the campaign.
- From lead to prospect to customer
Once interest has been shown in your offering the lead can be assigned to a sales person for follow up and the sales person can be informed automatically that he or she has a new lead. Working in one database gives transparency to the whole process from lead to prospect so no more excuses why leads were not followed up, ‘they weren’t any good’.
That could be the case but you can find out why and take the appropriate action to ensure that you improve the focus and message of any future campaign. SymVolli gives you the ability to view what the final outcome was with all the leads whether they were turned into successful business, how and why. Marketing can establish the return on their marketing expenditure as to how much business has been generated. Marketing can keep tabs on what is happening with each of the leads when they become prospects without having to disturb sales for an update. SymVolli allows marketing to track the progress without interfering with the data entered by sales. SymVolli encourages interdepartmental corporation.
Screenshot of the SymVolli Workarea
Creating a Lead Generation List in SymVolli
Creating the right list from which to generate leads is the first step in targeting customers who are more likeley to respond to your marketing message. Beyond the usual categories you can search through your database for specific criteria or even create your own. Once you have a list you can add and amend it and then deliver the list to the marketing department of agency.
Close
Screenshot of the SymVolli Workarea
Working with the Lead Generation List
Leads are worked on by the marketing department or external agency and then sent back with the results. Here the list can be previewed before the list is re-introduced to the SymVolli system to be worked on by the sales force.
Close
Screenshot of the SymVolli Workarea
Introducing Leads into SymVolli
Once a list is approved to be re-introduced into the SymVolli environment you can choose what information gets put back into the system and allocating the leads to the department or individual that you want.
Close