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The key to an efficient lead management process

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發表於 2024-3-5 11:38:07 | 顯示全部樓層 |閱讀模式
The Service Level Agreement (SLA) defines, documents and contracts the conditions of a collaboration between two parties. In business, it is more commonly referred to as a Smarketing SLA (a contraction of sales and marketing), to define the rules of the game in terms of lead management, for sales and marketing teams. To achieve this, consider creating and sharing common dashboards. These tools help to better understand the results of lead management, to detect potential problems and to improve lead processing, for better performance.


Such a document responds to a major challenge: nowadays, it is no Phone Number Data longer (at all) in the interest of companies to operate in silos. Marketing and sales need to be aligned, to move forward hand in hand (rather than back to back). And to avoid turf wars or misunderstandings, the SLA is a golden ally. Its ultimate advantage? Formalize and promote an optimal transfer of leads from the marketing department to the sales department.



You’ve got it: the SLA optimizes the lead management strategy, since it contracts the operation of the process and the role of each team. This document makes each stakeholder responsible, by answering the questions: when, how, why, how often and how many times a lead must be addressed by each department. 4. Follow shared dashboards, It is above all to have a good collective follow-up, between the marketing and sales teams.


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