5 Step Guide to Sync Your Sales

 


It is essential to establish synchronization between your marketing and sales team to successfully convert a prospect lead into a closed sale. While both the sales and the management team may have different approaches and understanding of the leads, they need to come together as one entity when it comes to lead management. Conducting unplanned meetings and discussions is not a permanent solution to synchronization among the workforce. On the other hand, a sustainable and well-managed way to deal with this issue is by creating a set guideline that the two teams need to follow as a part of daily lead management activities.

Here are five steps that will ensure synchronization between marketing and sales lead management activities.

Establish a Lead Nurturing Process

Oftentimes the leads passed on by the marketing team are not ready to be converted into successful sales. This issue occurs due to an inability to properly take care of the leads and can be mitigated via establishing a good lead nurturing process. With the help of the efforts from the marketing team, this process will ensure that only sales-ready leads are passed on to the sales team. This process incorporates email blasts, an omni-channel approach, and social media campaigns to keep your leads engaged.

Focus On Quality and Quantity

While it is always good to find as many leads as you possibly can, it is very important to understand what percentage of those leads are converting into successful sales. If you follow the “the more the merrier” concept but only a small percentage of the leads that you are generating is producing sales, then the entire point is lost. It is vital that the marketing team not only focus on the quantity of leads being collected but also the quality. This will allow sales to streamline and spend their efforts on sales-ready leads, rather than wasting their energy on unqualified leads. You can also use marketing automated applications, such as Dynamic 365 Marketing to automate email campaigns and nurture maximum leads at the same time.

Use Lead Scoring

Lead scoring is a very simple and straightforward method that allows you to fetch the best results possible. It is an excellent process to qualify leads based upon customized merits, such as demographics, buying patterns, purchase inclination, etc., and can be used by both the marketing and the sales team.

Exchange Lead Information

It is important to maintain transparency in the work of two teams so that they can work collaboratively and share insights and relevant information regarding prospects. This exchange of information will allow both marketing and sales to gain valuable insight into a lead’s buying behavior and purchase inclination.

Read also: 5 Tips for Dealing with Challenging Customers

Track Follow-ups for Any Gaps

To stay synchronized with sales, marketing should continue to keep a track of the lead’s purchase even after it has been handed over to the sales team. This step will ensure that the lead is effectively converted without any communication gaps.

You can synchronize your sales and marketing team with the help of Dynamics 365 marketing, which allows you to automate your operations and help turn prospects into business relationships.

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