Outsource Your Lead Management Needs to B2B Marketing Experts

By: The Annuitas Group  09-12-2011
Keywords: Marketing And Sales, Management Framework, Lead Management Process,

Implementing a Lead Management Framework is no easy or overnight task. Your team has experienced this firsthand through the hundreds of hours invested in auditing, defining and now executing your new lead management process. The new process for how you receive, qualify, route and close sales leads is going to make a significant difference. The last thing you want to have happen is to fall back into old habits or lose momentum within your organization. And yet like any other business process, lead management does not “run” on its own. It requires regular attention, measuring and tweaking. Without it, things could easily go back to the way they were.

Even after the implementation of the Lead Management Framework, some companies choose to benefit from The Annuitas Group’s on-going, third party insight and expertise on lead management issues. Call it a “checks and balances” or even an “expert on call.” With our Lead Management Advisory Services, The Annuitas Group is present to help you mature your lead management process. Through regular reviews, meetings and working sessions with stakeholders, we assist in maintaining “best-in-class” status, upholding a measurable impact on revenue and enhanced ROI.

The Lead Management Advisory Services include:

  • Regular review and consultation (dependent on client’s needs) of all lead management processes including:
    • Lead Planning
    • Lead Qualification
    • Lead Nurturing
    • Lead Routing
  • Review, consultation and oversight analysis of marketing & sales metrics to help evaluate current campaigns and steer future initiatives
  • Review and consultation on technology issues such as new releases, functionality or expanding integration to other tools
  • Strategic and tactical advice around lead management practices such as lead routing, segmentation, and lead nurturing processes for new campaigns
  • A monthly meeting with marketing and sales stakeholders facilitated by The Annuitas Group to ensure adherence to process
  • Pre-scheduled phone consultations and educational calls as needed
  • Quarterly onsite meeting for review of process achievement and planning

Keywords: Lead Management Process, Lead Management Processes, Management Framework, Marketing And Sales,

Other products and services from The Annuitas Group


Create sales and marketing alignment and improve revenue

The end goal is to provide a catalyst event that creates alignment between marketing and sales, gains executive buy-in and provides a starting point for a more comprehensive lead management audit. Marketers need a way to quickly identify specific lead management issues so they can move their organizational mindset from being one of resistance to one focused on process change.


Marketing and sales automation services to maximize lead management

We become a virtual member of your team to ensure your organization is maximizing your marketing automation investment and utilizing it to bring efficiency to your lead management process. The Marketing Automation Optimization service offering includes our expertise in helping to facilitate the implementation of marketing automation software from a process perspective.


Marketing Automation Selection ServicesThe Annuitas Group

This includes reviewing your current lead management process, defining process and technology requirements, identifying potential vendors, scheduling demos, securing pricing, and making recommendations on both the final vendor selection and implementation planning.


Experts in Creating a Lead Management Framework for B2B Companies

You may or may not have the internal resources to dedicate to implementing a new lead management process, but one thing is for sure – you want to get it right the first time and maintain the momentum and organizational alignment that effective process creates.


B2B Lead Management Marketing Services

Recent research by Gartner, Aberdeen Group and other analysts confirm that creating a documented, standardized lead management process is the fastest way to increase marketing and sales effectiveness. That’s why The Annuitas Group has created six distinct lead marketing service offerings to assist you in every phase of evaluating, developing, implementing and executing a Lead Management Framework™.


B2B Lead Management Audit Services & Expert

Having a Lead Management Framework in place will help marketing generate more qualified leads, shorten the sales cycle, and ultimately lead to increased revenue and profitability. A Lead Management Audit by The Annuitas Group serves to help clients “know what they don’t know” by walking through and examining every step of the Lead Management Framework.