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Lora Ullerich
Digital Media Specialist
Cole Information
Session Framework
Brittney Gallatin
Business Development & Marketing
Blitz Lead Manager
3
• Started 5 years ago as an internal
program for Double A Solutions
telemarketing
• Quickly got picked up by many
companies as a powerful sales tool
• Built to fit a wide range of small to large
businesses nationwide
About Blitz Lead Manager
Cole Directory
• Published in 1947
• “Blue Book”
• Crisscross directory of addresses and phone
numbers
Invaluable information for a number of
industries:
• Telemarketing
• Debt collection
• Law enforcement
Today, web-based lead generation for
business
Then and Now
5
• Finding the easiest and most effective
way to tackle a list of leads
• Hitting leads from all angles
• Creating a process and sticking to it
• Evaluating and improving your process
• Using a system like Blitz to simplify your
process
Today’s Presentation
will focus on:
6
1. Distribute leads to staff
2. Send Information
• Mailers
• Email
3. Personally reach out
• Phone call/automated dialer
• Meet face to face
4. Automate your process
• X-dates
• Follow ups
• Emails
Today’s Presentation will
focus on:
7
•Distribute by:
• Percentage
• Manually
•Each employee has their
own list
•Track their progress
•Increases productivity
1. Distribute Leads
8
1. Distribute Leads
9
• Mailers – New leads
• Creates familiarity, will be more likely to talk when you call
• Emails – For opted in leads
• Email blast, automated emails, manual emails
• No unsolicited emails – will hurt your future deliverability
2. Send Information
10
2. Send Information
11
2. Send Information
12
• On average, it takes
companies 44 hours to first
contact a lead
• The average sales rep makes
1.3 call attempts before giving
up
• 53% of these companies
don’t respond at all
3. Personally Reach Out
Sources: Forbes.com /
responseaudit.com
13
• Call or meet face to face, depending
on your business
• Autodial
• Power dial through initial calls
• Manually dial
• Follow up with mailer/email
• Prior to an x-date
• Ticket falls off
• Continue to follow up!
• ALWAYS have an appointment
scheduled in the future
3. Personally Reach Out
14
Autodialers
•Blitz is integrated with:
• Call Logic
• Call Fire
• GPS
• Sales Dialers
•Update leads in Blitz while utilizing the
dialer
3. Personally Reach Out
15
3. Personally Reach Out
16
•VoIP systems
•Blitz is integrated with:
• Lightspeed Voice
• Voicewalker
• Fonality
• 8x8
•Contact information will pop up right on
your screen when they call in
•Click-to-call
3. Personally Reach Out
17
3. Personally Reach Out
Win-back list X-date list
Old quotes
List from an
event
Policy Reviews
?
18
• Create a process, but be flexible
• Document your process
• Keeps staff on track
• Should contain multiple methods
of contact
• Should prioritize types of leads
• Should include instructions on
how to handle each type of lead
3. Personally Reach Out
19
X-date list
• 45 days prior: Email a
sample quote
• 30 days prior: Call &
email if you don’t reach
them
• 10 days prior: Call &
email if you don’t reach
them
3. Personally Reach Out
Event List
• 2 Days after event:
Send “Thank You” Email
Blast
• 2 Days after email: Call
• 7 Days after email: Call
& email
• 14 Days after email:
Call & email
20
• If you have a process set in place,
automate it to save time and
money!
• This is an automated process, so
you still have to pick up the
phone to find success.
4. Automate your Process
21
• Blitz Lead Manager’s Workflow
can automate:
• Emails
• Appointments
• X-dates
• Re-quotes
• Lead assignment
4. Automate your Process
22
• Cole X-dates
• Instead of just calling down
the list, set it up to call prior
to their X-date
• Set up automatic emails
• Automatic reminder to call
• “Set it and forget it”
4. Automate your
Process
23
• New Customers:
• “Thank you” email after sold
• Referral email
• New quotes:
• Follow up after a quote
• New leads:
• Call new lead 6 times
• Reassign untouched leads
4. Automate your Process
24
• How do you know what’s
working?
• Measure ROI for each lead source
& marketing strategy
• Track staff activity
• Evolve your process
Reevaluate your process
25
• More info about Blitz:
• Free 30 day trial
• Free training & support
• Pricing: $28.75/user
• Contact:
support@blitzleadmanager.com
bgallatin@blitzleadmanager.com
(419)841-8800
Blitz Lead Manager
8

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4 Ways to Tackle Your Leads

  • 1. 1
  • 2. Lora Ullerich Digital Media Specialist Cole Information Session Framework Brittney Gallatin Business Development & Marketing Blitz Lead Manager
  • 3. 3 • Started 5 years ago as an internal program for Double A Solutions telemarketing • Quickly got picked up by many companies as a powerful sales tool • Built to fit a wide range of small to large businesses nationwide About Blitz Lead Manager
  • 4. Cole Directory • Published in 1947 • “Blue Book” • Crisscross directory of addresses and phone numbers Invaluable information for a number of industries: • Telemarketing • Debt collection • Law enforcement Today, web-based lead generation for business Then and Now
  • 5. 5 • Finding the easiest and most effective way to tackle a list of leads • Hitting leads from all angles • Creating a process and sticking to it • Evaluating and improving your process • Using a system like Blitz to simplify your process Today’s Presentation will focus on:
  • 6. 6 1. Distribute leads to staff 2. Send Information • Mailers • Email 3. Personally reach out • Phone call/automated dialer • Meet face to face 4. Automate your process • X-dates • Follow ups • Emails Today’s Presentation will focus on:
  • 7. 7 •Distribute by: • Percentage • Manually •Each employee has their own list •Track their progress •Increases productivity 1. Distribute Leads
  • 9. 9 • Mailers – New leads • Creates familiarity, will be more likely to talk when you call • Emails – For opted in leads • Email blast, automated emails, manual emails • No unsolicited emails – will hurt your future deliverability 2. Send Information
  • 12. 12 • On average, it takes companies 44 hours to first contact a lead • The average sales rep makes 1.3 call attempts before giving up • 53% of these companies don’t respond at all 3. Personally Reach Out Sources: Forbes.com / responseaudit.com
  • 13. 13 • Call or meet face to face, depending on your business • Autodial • Power dial through initial calls • Manually dial • Follow up with mailer/email • Prior to an x-date • Ticket falls off • Continue to follow up! • ALWAYS have an appointment scheduled in the future 3. Personally Reach Out
  • 14. 14 Autodialers •Blitz is integrated with: • Call Logic • Call Fire • GPS • Sales Dialers •Update leads in Blitz while utilizing the dialer 3. Personally Reach Out
  • 16. 16 •VoIP systems •Blitz is integrated with: • Lightspeed Voice • Voicewalker • Fonality • 8x8 •Contact information will pop up right on your screen when they call in •Click-to-call 3. Personally Reach Out
  • 17. 17 3. Personally Reach Out Win-back list X-date list Old quotes List from an event Policy Reviews ?
  • 18. 18 • Create a process, but be flexible • Document your process • Keeps staff on track • Should contain multiple methods of contact • Should prioritize types of leads • Should include instructions on how to handle each type of lead 3. Personally Reach Out
  • 19. 19 X-date list • 45 days prior: Email a sample quote • 30 days prior: Call & email if you don’t reach them • 10 days prior: Call & email if you don’t reach them 3. Personally Reach Out Event List • 2 Days after event: Send “Thank You” Email Blast • 2 Days after email: Call • 7 Days after email: Call & email • 14 Days after email: Call & email
  • 20. 20 • If you have a process set in place, automate it to save time and money! • This is an automated process, so you still have to pick up the phone to find success. 4. Automate your Process
  • 21. 21 • Blitz Lead Manager’s Workflow can automate: • Emails • Appointments • X-dates • Re-quotes • Lead assignment 4. Automate your Process
  • 22. 22 • Cole X-dates • Instead of just calling down the list, set it up to call prior to their X-date • Set up automatic emails • Automatic reminder to call • “Set it and forget it” 4. Automate your Process
  • 23. 23 • New Customers: • “Thank you” email after sold • Referral email • New quotes: • Follow up after a quote • New leads: • Call new lead 6 times • Reassign untouched leads 4. Automate your Process
  • 24. 24 • How do you know what’s working? • Measure ROI for each lead source & marketing strategy • Track staff activity • Evolve your process Reevaluate your process
  • 25. 25 • More info about Blitz: • Free 30 day trial • Free training & support • Pricing: $28.75/user • Contact: support@blitzleadmanager.com bgallatin@blitzleadmanager.com (419)841-8800 Blitz Lead Manager
  • 26. 8

Notas del editor

  1. Good afternoon, I ’m Lora Ullerich, digital media specialist with Cole Information and today we’re talking about VoIP—what it is & how it can help your conversation, conversion & fill your pipeline.
  2. First of all, let me introduce Brittney Gallatin. She’s been a trainer at Blitz since 2011, and is currently involved in business development and marketing. She helps business owners from all industries develop a process for bringing in new business and taking their company to the next level using the Blitz Lead Manager software. Boilerplate: The Blitz Lead Manager Software is designed to keep companies organized and focused on the sales process. Since Blitz is web-based software, it can be accessed from any computer or phone with an internet connection. Sales leads are valuable and by using lead management software, companies have a central hub to help keep both management and the sales staff up to date and focused on the same goal – making the sale.
  3. We also have a an online community called Cole Community, where with articles, a blog & other content including past webinars we think is interesting & is beneficial to small business owners like yourself. We invite you to take a look around, check out the site & use it as a resource for your needs.