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03/21/2011

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Jim La Belle

With a good sales lead management or CRM system you can actually accomplish all four tasks automatically and seemlessly. All you need to do is create the task and set the workflow behind it so that the system does all of these things.You can send summary reports and reminders to sales managers, resend overdue leads to reps, reassign aged leads and nurture leads directlky through the system. In addition, we always recommend publishing "what have you done for me lately" reports that let everyone know the facts. All of these tools are available in our software both in the cloud and on your server.

Amanda DePaul

Perhaps the biggest issue at hand in this situation is the marketing and sales teams haven't agreed on what makes a lead truly qualified. If the sales team is consistently supplied with leads who aren't qualified, the drive to follow-up with those leads is bound to plummet. The best plan of action to kick-start sales would be to sit down with both teams and map out some qualities that make a prospect worth sending to sales to be followed-up on. Marketing will be more supportive and salespeople will be more excited to close the deal.

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