Getting a list of leads can be overwhelming! You now have hundreds of names right at your fingertips, but where do you start? How can you get the most out of this list in the most effective way?
Blitz Lead Management Software helps break it all down during our Small Business Marketing webcast “Tackle Your Leads in 4 Ways.” During this webcast, you'll learn:
• Which lead to tackle first and how
• How to distribute your leads
• How to automate the sales process
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
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.
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.
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.