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Marketing & Sales Roundtable
Lead Generation: Feeding the Sales Funnel
September 2003
2
©2003 Rosemary Remacle
Agenda
• Lead generation and the marketing/sales process
• Lead generation and the sales funnel
• Lead generation and stages of company development
• Feeding the Sales Funnel: lead generation programs
• Lead generation program design variables
• Lead generation program management
• Some tips
3
©2003 Rosemary Remacle
Lead Generation and Marketing/
Sales Process
Strategy Plan:
Market
Leadership
Strategy Plan:
Market
Leadership
Customer
Segment
Value
Proposition
Force Field,
Market
Momentum
Creation
Segment
Focused
Lead
Generation &
Qualification
- referrals
- programs
Managed
Sales
Process/
Sales
Funnel
Customer
Acquisition
SalesMarketing/SalesMarketing
Marketing
Marketing
Programs
(PR,
website,
Speaker Program,
White Papers etc.)
Market leverage model
Service &
Support
Service/Support
Organization
PROSPECTS/LEADS – BY SEGMENT
LEAD QUALIFICATION
CONSULTATION
PROPOSAL
CLOSE
JUSTIFICATION
4
©2003 Rosemary Remacle
Lead Generation and the Sales Funnel
Segment-Focused
Lead Generation
Programs
PROSPECT GENERATION – BY SEGMENT
LEAD QUALIFICATION
CONSULTATION
PRESENTATION(S)
JUSTIFICATION
PROPOSAL
CLOSE
• Marketing, Sales
• Business Development
• Marketing
• Sales
• Channel Partners
• Sales + Technical
• Sales + Technical
• Sales + Finance +
Operations
• Sales + Finance
• Sales (+ Corporate
Executives)
5
©2003 Rosemary Remacle
Lead Generation by Stages of
Company Development
Product
Development
Product
Development BetaBeta
Launch,
Market
Development
Launch,
Market
Development
Acquire Beta customers
• Referrals (Personal networks)
• Informal/ad hoc programs
(Participation in visionary/early
adopter events etc.)
• Marketing
• Sales (‘Elephant Hunters’)
Identify Potential Lead Sources in
available customer segments
• Referrals (Extended personal
networks)
• Partners/Customers
• Formal programs
• Marketing
• Sales (Telesales,‘Elephant
Hunters’)
Feed the Funnel: Develop market
entry segment momentum and
revenue flow
• Referral (Extended personal
networks)
• Partners/Customers
• Formal programs
• Marketing
• Sales (Telesales,‘Elephant
Hunters’, Channel Partners)
Phase
Lead
Generation
Goal
Sources of
Leads
Participants
6
©2003 Rosemary Remacle
Feeding the Funnel:
Lead Generation Programs
• Search engine placements
• Website visits/Promotions
• Trade shows
• Seminars/Webinars
• PR/Speaker programs
• Direct marketing – snail- and e-mail, telemarketing
• Partner co-marketing
• Ads – press and electronic
• Etc.
7
©2003 Rosemary Remacle
StrategyStrategyStrategyStrategy PlanPlanPlanPlan DeployDeployDeployDeploy AnalyzeAnalyzeAnalyzeAnalyze RefineRefine
StrategyStrategy
RefineRefine
StrategyStrategy
Lead Generation Program Overview
Activities
• Research
• Strategy
• Goals & metrics
• Key messages
• Prospect database
• Program definition
• Incentives
• Lists
• Configure platform(?)
• Creative development
• Inventory & logistics
management
• Data collection
• Response rate
• Leads generated
• etc.
• Strategy against outcome
• Required course corrections
identification
Responsibilities
• Marketing
• Marketing service providers
• Sales
• Marketing
• Marketing service providers
• IT service provider
• Fulfillment house
• Sales
• Marketing
• Marketing service providers
• IT service provider
• Fulfillment house
• Sales
• Marketing
• Marketing
service providers
• IT service provider
• Fulfillment house
• Sales
• In-house marketing
• Marketing service providers
• Sales
8
©2003 Rosemary Remacle
Lead Generation Program Design
Variables
• Product
• Company stage/Segmentation roadmap maturity
• Industry/Customer segments
• Category maturity
• Resources/Budgets
• Etc.
9
©2003 Rosemary Remacle
Lead Generation Program
Management
‘Call center’
Program Potential Customer Responses Sales Channel Metrics
Program
Homepage,
Website Telesales
Direct Sales
Partners
Lead Qualification
• Search engine
placements
• Website
visits/promotions
• Trade shows
• Seminars/Webinars
• PR/Speaker
programs
• Direct marketing
• Partner co-
marketing
• Ads
Prioritization
and Routing
• Closed sales
per channel
• Closed sales
per lead
• Cost per
qualified lead
• Customer
lifetime value
Absolute Requirement: Contact DB SFA CRM
10
©2003 Rosemary Remacle
Some Tips
• Start with segmentation or it’s usually a wasted exercise
• Bring sales management into the process at the beginning
• Program goals, metrics, follow-up are necessary ingredients
• Start a contact DB as soon as the potential customer list
exceeds “one”
• Pain points: ensuring ’closed loop’ of complex process
• List acquisition
• Complex process management
• Clear roles and responsibilities
11
©2003 Rosemary Remacle
Summary
“It’s hard to fill the funnel if it’s not under the faucet”
B. Roberson, “What Really Works”
12
©2003 Rosemary Remacle
Presenters
• Liz Arrington,Consultant
Market Focus
650-329-0823
liz@mktfocus.net
• Patty Burke, Consultant
Market Focus
patty@mktfocus.net
408-398-4921
• Rosemary Remacle, Consultant
Market Focus
408-244-0412
rosemary@mktfocus.net

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Lead generation

  • 1. Marketing & Sales Roundtable Lead Generation: Feeding the Sales Funnel September 2003
  • 2. 2 ©2003 Rosemary Remacle Agenda • Lead generation and the marketing/sales process • Lead generation and the sales funnel • Lead generation and stages of company development • Feeding the Sales Funnel: lead generation programs • Lead generation program design variables • Lead generation program management • Some tips
  • 3. 3 ©2003 Rosemary Remacle Lead Generation and Marketing/ Sales Process Strategy Plan: Market Leadership Strategy Plan: Market Leadership Customer Segment Value Proposition Force Field, Market Momentum Creation Segment Focused Lead Generation & Qualification - referrals - programs Managed Sales Process/ Sales Funnel Customer Acquisition SalesMarketing/SalesMarketing Marketing Marketing Programs (PR, website, Speaker Program, White Papers etc.) Market leverage model Service & Support Service/Support Organization PROSPECTS/LEADS – BY SEGMENT LEAD QUALIFICATION CONSULTATION PROPOSAL CLOSE JUSTIFICATION
  • 4. 4 ©2003 Rosemary Remacle Lead Generation and the Sales Funnel Segment-Focused Lead Generation Programs PROSPECT GENERATION – BY SEGMENT LEAD QUALIFICATION CONSULTATION PRESENTATION(S) JUSTIFICATION PROPOSAL CLOSE • Marketing, Sales • Business Development • Marketing • Sales • Channel Partners • Sales + Technical • Sales + Technical • Sales + Finance + Operations • Sales + Finance • Sales (+ Corporate Executives)
  • 5. 5 ©2003 Rosemary Remacle Lead Generation by Stages of Company Development Product Development Product Development BetaBeta Launch, Market Development Launch, Market Development Acquire Beta customers • Referrals (Personal networks) • Informal/ad hoc programs (Participation in visionary/early adopter events etc.) • Marketing • Sales (‘Elephant Hunters’) Identify Potential Lead Sources in available customer segments • Referrals (Extended personal networks) • Partners/Customers • Formal programs • Marketing • Sales (Telesales,‘Elephant Hunters’) Feed the Funnel: Develop market entry segment momentum and revenue flow • Referral (Extended personal networks) • Partners/Customers • Formal programs • Marketing • Sales (Telesales,‘Elephant Hunters’, Channel Partners) Phase Lead Generation Goal Sources of Leads Participants
  • 6. 6 ©2003 Rosemary Remacle Feeding the Funnel: Lead Generation Programs • Search engine placements • Website visits/Promotions • Trade shows • Seminars/Webinars • PR/Speaker programs • Direct marketing – snail- and e-mail, telemarketing • Partner co-marketing • Ads – press and electronic • Etc.
  • 7. 7 ©2003 Rosemary Remacle StrategyStrategyStrategyStrategy PlanPlanPlanPlan DeployDeployDeployDeploy AnalyzeAnalyzeAnalyzeAnalyze RefineRefine StrategyStrategy RefineRefine StrategyStrategy Lead Generation Program Overview Activities • Research • Strategy • Goals & metrics • Key messages • Prospect database • Program definition • Incentives • Lists • Configure platform(?) • Creative development • Inventory & logistics management • Data collection • Response rate • Leads generated • etc. • Strategy against outcome • Required course corrections identification Responsibilities • Marketing • Marketing service providers • Sales • Marketing • Marketing service providers • IT service provider • Fulfillment house • Sales • Marketing • Marketing service providers • IT service provider • Fulfillment house • Sales • Marketing • Marketing service providers • IT service provider • Fulfillment house • Sales • In-house marketing • Marketing service providers • Sales
  • 8. 8 ©2003 Rosemary Remacle Lead Generation Program Design Variables • Product • Company stage/Segmentation roadmap maturity • Industry/Customer segments • Category maturity • Resources/Budgets • Etc.
  • 9. 9 ©2003 Rosemary Remacle Lead Generation Program Management ‘Call center’ Program Potential Customer Responses Sales Channel Metrics Program Homepage, Website Telesales Direct Sales Partners Lead Qualification • Search engine placements • Website visits/promotions • Trade shows • Seminars/Webinars • PR/Speaker programs • Direct marketing • Partner co- marketing • Ads Prioritization and Routing • Closed sales per channel • Closed sales per lead • Cost per qualified lead • Customer lifetime value Absolute Requirement: Contact DB SFA CRM
  • 10. 10 ©2003 Rosemary Remacle Some Tips • Start with segmentation or it’s usually a wasted exercise • Bring sales management into the process at the beginning • Program goals, metrics, follow-up are necessary ingredients • Start a contact DB as soon as the potential customer list exceeds “one” • Pain points: ensuring ’closed loop’ of complex process • List acquisition • Complex process management • Clear roles and responsibilities
  • 11. 11 ©2003 Rosemary Remacle Summary “It’s hard to fill the funnel if it’s not under the faucet” B. Roberson, “What Really Works”
  • 12. 12 ©2003 Rosemary Remacle Presenters • Liz Arrington,Consultant Market Focus 650-329-0823 liz@mktfocus.net • Patty Burke, Consultant Market Focus patty@mktfocus.net 408-398-4921 • Rosemary Remacle, Consultant Market Focus 408-244-0412 rosemary@mktfocus.net