Automated Lead Processing

ALP uses our Think Once – Do Often© methodology.

The Think Once part:

All unqualified leads look alike.  They can be scored so you may know you have a higher or lower probability, but they won’t become NEW BUSINESS until someone reaches out to get them engaged. The hardest part is making that first contact.

So, how best to do that?

ALP employs a strategy of figuring out in advance a plan to work with a lead of a certain type (i.e. a show lead, a web-response lead, etc.) .  This plan is called a campaign and typically has 4 kinds of steps intended to make the contact:

• Attempted Calls (that don’t involved leaving a message – so you can try again soon),
• Attempted Calls (after which a message is left),
• Emails, and
• Letters

The campaign can last as long as you wish, be as tailored as you want and changed anytime, by you, over the web at no charge.  Typically, a campaign will have anywhere from 3 to 10 touches before closing.  This means we might create, say, 2 emails and perhaps a letter or fax and a script for our person to use when/if they connect, and include 4 calling attempts.

The Do Often part:

Once the Campaign is in place, the leads are uploaded and associated with the Campaign.  (You can have as many different, simultaneous campaigns as you wish.)  ALP will now take over the grunt work of tracking all these leads and where they are an scheduling events.

For this process, ALP provides a dashboard of events that need to be done today: i.e the calls, emails and letters.  It also will let you search for anyone who may have responded.  A single search checks all individual’s names, company names, email addresses and phone numbers all at once to find people fastest.

Within each list, actually doing the work for the salesperson is a click or two and on to the next.  There are no notes to be taken, no looking up the next step, no scheduling of the next step, no transferring to a ‘qualified’ list.  Nothing.  The systems handles all that.

100 customized emails, with all their notes and rescheduling can be done in a few minutes as opposed to hours with a traditional CRM system.