US Technology Brand

Our client wanted to improve time from raw lead through to opportunity. Whilst marketing believed they were generating high value leads; they were not being actioned or progressed by sales teams.

Our discovery process identified there was no single view of an individual or account lifecycle. The lack of agreed process from initial engagement, through qualification to handover and sales notification resulted in potentially warm leads not being actioned and extended sales cycles.

Our solution designed and delivered an end-to-end lead lifecycle process including qualification thresholds, sales assignment rules, and sharing of engagement insights. It also delivered a reporting solution that tracked engagement at every stage of the lifecycle.

This was supported by team education and enablement (sales and marketing) to drive adoption through clarity of roles, responsibilities and of ‘next expected action’.

If you’d like to find out more about how we create Lifecyle frameworks that speed time to opportunity and enables collaborative working, get in touch - we’d love to hear from you.