Archive for the ‘Lead Scoring’ Category

Create a Leads by Score report in Salesforce.com to prioritize sales efforts

Monday, March 11th, 2013

There are many benefits that come from a fully deployed marketing automaton system including a better, more informed view of prospects and their activities.

This can all be summarized into a lead score that is a quantitative measure of how engaged (or not) a prospect is and, by extension, how ready they are for sales engagement.  Lead scoring doesn’t have to be complex as a few simple scoring rules will allow the best opportunities to rise the top.

Here is a quick “how to” on setting up lead scoring in LoopFuse.  You can choose a variety of criteria to score on from what pages are viewed to what information was submitted via a landing page to open/click activities in your email campaigns.  The thing to remember is that you have the ability to segment and refine prospect engagement based on their actions and information.

Once your scoring is set up, your sales team can then use the scoring to prioritize their efforts and gain some additional insight into where a particular prospect is in the buying cycle.

We suggest creating a “Leads by Score” report in Salesforce.com with the following column headings:

Once this is set up, LoopFuse will continually update the “Last Activity”, “Grade”, and “Score” fields so you can sort and prioritize sales outreach efforts.

Let us know if you’d like some assistance getting this report set up in Salesforce.com.  We’re happy to help!

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

To add LoopFuse to Salesforce.com, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.

Move Beyond Basic Email Marketing with Prospect Activity Information and Automated Follow Up Emails

Tuesday, January 22nd, 2013

Most businesses at a certain stage of their marketing maturity understand that an email marketing program is an efficient and cost-effective way to communicate with customers and prospects.  Products like MailChimp, Constant Contact, Vertical Response, and iContact (now part of Vocus) made this capability accessible to even the smallest of businesses.  This further leveled the marketing playing field between small and large companies.

The same can be said of marketing automation.  No longer just for the largest companies with the biggest budgets, marketing automation is accessible and affordable for businesses of any size.  We are very focused on this with LoopFuse and, in addition to our unlimited time free trial, we have paid offerings starting at just $275 per month.  This makes the ROI on a marketing automation investment quick and meaningful.

So why should a company think beyond a basic email marketing approach?  The impact of a one-off single email campaign can be positive but is limited if it does not include the following two pieces:

1. Prospect Activity Information – this includes not only what email campaign(s) a prospect received and their open/click activities but their site visits and pageview activity.  This information combined with email campaign activity yields a lead score which helps your sales team better prioritize their time based on a measure of prospect engagement beyond an open or click in an email campaign.  Email campaigns become even more effective when utilizing a list segmentation approach that can create groups of prospects not only on email campaign activity but pages visited, information requested, etc.

2. Automated Follow Up Emails – once a one-off email campaign is completed, the marketing team will create/share a list of who opened the email and/or clicked on the offer included with sales.  This manual hand off can be automated via Salesforce.com integration and personalized follow up emails can be sent from a designated salesperson after a selected wait time (a day or two).  Proper follow up drives a high performance sales pipeline so adding this automated follow up activity ensures proper and timely follow up.  You can even create different messages based on different activity (open, which link clicked/page viewed, etc.)

The bottom line here is that you can do everything you are doing now for email marketing with a product like LoopFuse AND reap the benefits of adding prospect activity information and automated follow up to the mix.

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

To add LoopFuse to Salesforce.com, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.

Double your close rate by adding lead scoring [video]

Friday, December 2nd, 2011

There are lots of different things you can do with a marketing automation platform but one that will have the most immediate impact on the quality of leads being delivered to sales and the close rates once they are handed off is lead scoring.

4 Lead Assignment Tips for Salesforce.com + LoopFuse

Friday, November 4th, 2011

This is guest post by Don Dalrymple, President, AscendWorks

If you have an abundance of leads from your inbound marketing system, then qualification becomes a challenge.  Your Loopfuse system should be set up for positioning your sales team to qualify and convert leads based on various criteria which are part of your Lead records.

Part of the challenge is to ensure that the flow of your Leads drives responsiveness from your sales team.  Your Lead Flows and Lead Scoring will be working in tandem to prepare a prospect for the sales engagement. (more…)

3 Loopfuse Sales Handoff Tips

Friday, June 24th, 2011

Making Loopfuse work with your sales process is more than just integrating Salesforce.com and Loopfuse.  That is merely the technical aspect.  The process and synchronization of sales activities with marketing automation must be thought through, implemented and adopted by your team to extract maximum benefit from your Loopfuse implementation.

To drive Loopfuse success here are three tips which you can use to have maximum impact on converting leads: (more…)

Lead Scoring Your Best Prospects In LoopFuse

Friday, March 11th, 2011

You can learn about how lead scoring works in an article at our AscendWorks blog.  This powerful Loopfuse feature introduces the element of quantifying buyer behaviors.  You can use Loopfuse to measure:

  • Downloads
  • Visits
  • Clicks
  • Opens
  • Completed Forms (more…)

Loopfuse Tracking

Tuesday, November 23rd, 2010

The opportunity to hone in on your prospective buyer in a one-to-one approach versus a one-to-many traditional marketing campaign requires attention to Lead Scoring and tracking. Setting up your system to follow the Loopfuse buyer from initial landing site contact to engagement with your sales and value propositions requires attention to each of the predetermined steps which qualify a buyer for the sales funnel. (more…)

4Cs of B2B Marketing: Campaign, Customer, Channel, Content

Monday, November 1st, 2010

When I originally had the idea to write this post,  I decided to focus on our new marketing automation platform release and how the menu system had changed. I soon realized that the real story was not product-specific, but the underlying reason for the change; To align a menu system with how business-leaders today think about online marketing and sales.

the 4Cs of B2B marketing

So how is it that today’s B2B Marketing professionals think? Enter the 4Cs:

(more…)

Lead Scoring: Deliver Pre-Qualified Leads to Sales

Friday, October 15th, 2010

I recently attended the Atlanta Salesforce User Group where Loopfuse was sponsoring and one of my founders, Roy Russo, was speaking. The topic on hand – enhancing your CRM with Loopfuse.  One of his first comments was “what makes a lead qualified?” We have several customers who believe all leads that perform any activity on the site should be considered qualified and routed to the CRM and the sales team. And then there are others, present company included, who use lead scoring to determine which leads will be followed up on by sales. By using lead scoring within Loopfuse OneView, you are allowing your prospects to self-qualify themselves based on criteria you set. Loopfuse OneView will then assign each prospect a grade based on their score.

First step, talk to your sales team. Get an understanding of what they are seeing come through the pipeline. Who are the most qualified prospects? Is it webinar attendees? Or is it simply companies based in a specific industry or geography are the hot leads. They are the experts in talking to leads day in and day out and can really give you an idea of how to set up your scoring.

(more…)

Webinar: CRM Integration - Exploring the flexibility of options available

Monday, September 27th, 2010

Thursday, September 30th, 2010 2:00PM EST

Join us for the second installment of our new webinar series “Light the
Fuse.” This series is intended to provide you, the LoopFuse user, valuable
tips and tricks on how to use LoopFuse OneView to grow your business.

Learn about the different options available when integrating your CRM with
LoopFuse from Tom Elrod, co-founder of LoopFuse. He will walk you through
the CRM integration process, start to finish, and give you tips along the
way on how to use LoopFuse more effectively.

How will this help grow my business?

By integrating your sales and marketing tools together you have taken the
first step in closing the loop between marketing and sales. You can give
your sales team visibility into the hottest leads by providing lead
activity and scoring right in your CRM.

You will learn how to:

  • Configure your CRM and the different options available
  • Create the CRM interaction rules best suited for your business
  • Send real-time activity inserts to your CRM
  • Set up lead nurturing flows to specify what lead information is synchronized with your CRM

Click here to register for the webinar.

Get Fused!