The Lead Analyzer: Get Your Leads In Order

The Lead Analyzer: Get Your Leads In Order

In the sales world, you have a lot to keep track of: new leads, existing leads, who needs follow-up, who still needs a touch, contracts sent, contract returned, and so much more! With multiple prospects and stages to track simultaneously, sales professionals need convenient ways to stay organized. This is why Lead Liaison has developed the new Lead Analyzer!

The primary function of the Lead Analyzer is to sort leads and keep track of sales stages from the point of lead assignment to deal closed.

Say you’ve just returned from a trade show. All of your leads are sent to the lead analyzer where they can start the journey through your sales funnel. The Lead Analyzer places leads in customizable stages. Leads travel from stage to stage based on what the sales professional deems most appropriate for follow-up.

For instance, after a recent trade show, we set these stages: Captured, Assigned, Outreach, Demo Booked, Demo Complete and Done. As we worked through qualified leads by priority (Urgent, Hot, Warm, Cold), we were able to move prospects visually through the sales funnel from stage to stage until either a demo was complete, or they completed all of the sales stages.

This alleviated the need for our sales team to keep track of leads on a spreadsheet, or a piece of paper! Using the Lead Analyzer, we are also able to understand what stage every lead is in at a glance, and we can quickly reassign prospects to the next stage with a simple drag and drop. From the lead analyzer, we can quickly view or play audio notes, and take actions such as:

  • Adding a note or task reminder to the prospect record in our CRM.
  • Adding prospects to automated workflows such as nurtures and rhythms or cadences.
  • Adding prospects to segments and lists.
  • Creating deals and tasks related to the lead.
  • Sending letters, emails and postcards to the prospect.

 

Another interesting use case for Lead Liaison’s Lead Analyzer is to help me manage leads that haven’t come from a specific event (the best practice is to keep event leads separate so you can track ROI on each show).

I have different stages defined: First Outreach, Second Outreach, Demo Booked, First Follow-Up Post Demo, Second a Follow-Up Post Demo, Order Form Sent, and Order Form Received.

This helps me keep my leads straight, and I can instantly see who needs an additional touch to get a demo booked, when I need to follow up post-demo, and it helps me keep track of those order forms I have sent out for a signature.

Lead Analyzer is part of Lead Liaison’s Sales Enablement platform, which includes a free CRM called OneFocus. If you’d like more information about these topics, please Contact Us.

I’m sure once you experience the Lead Analyzer, you’ll figure out the best stages for your sales team. But overall, it’s going to make keeping track of where the leads are in the sales funnel much easier.

5 Gamification Companies You Need To Know About

As an event professional, you should be well aware of event engagement opportunities that drive additional booth traffic and help broker new conversations at events. A number of interesting gamification companies have emerged in the marketplace, providing event activations and gamification solutions. The following is a list of engagement platforms and a short review of benefits we found useful:

1. Captello

A 1-2-3 punch for event professionals, Captello offers Gamification (in the form of customizable activations with integrated lead capture forms), Prize fulfillment (a comprehensive self-fulfilling Rewards Center with an international e-Gift Card library and unique shopping experience), and a Premium Lead Capture app solution that launches on any smartphone or tablet.

Captello’s gamification arcade includes over 55 activations including games that educate and entertain; all of which can be branded and edited by end users in minutes with a simple browser based Activation Builder. Games launch on any connected device including smart phones, TVs and monitors, web pages, virtual event platforms, by hyperlink, embeddable iframe, or QR code scan. Unique to this platform are the rewards center, customizable leaderboards, treasure hunt, and self guided tour capabilities. These super flexible activations drive engagement, reinforce messaging, and broker conversations while capturing important lead data.

https://www.captello.com

2. Spinify

Spinify works by gamifying the sales process and providing incentives to sales teams for reaching and exceeding goals. Spinify leader boards launch on any TV or monitor providing real time visibility to team member positioning.

This platform encourages sales team members to work harder to achieve goals, and allows the employer to reward team members with prizes. Rather than a game or rewards platform, Spinify focuses on awarding points, badges and levels as a way of encouraging competition around company goals. In the event environment, using Spinify serves to create friendly competition among your exhibiting team members encouraging them to engage more and drive deeper conversations.

https://www.spinify.com

3. Drimify

Drimify offers a collection of digital games that can be customized with company branding and launched virtually anywhere: on tv’s and monitors, websites, via URL and by QR code scanning. A collection of 20 games includes quizzes, polls, tests, instant win games like spin the wheel and slot machine, and entertaining games like Pac Man, Memory Cards and Word Search all work to create memorable experiences for event attendees and corporate teams. Pricing is straightforward, however features like leaderboards, access to VIP support, duplicating games and some customization features all come at an additional cost that must be negotiated under their Premium Plan.

https://drimify.com/

4. LumoPlay

LumoPlay incorporates a combination of required hardware elements and apps to create interactive touch screen experiences from any display. A fun way to build engagement, LumoPlay has been used to increase interaction with museum exhibits, playground areas, public exhibits, and more. Users select from a suite of 18 licensable apps to create environments that can be manipulated by human touch, footsteps, objects like balls and bats, hand motions and more. Event exhibits can be made immersive with LumoPlay, however app selection seems to be limited to games that entertain with little to no educational value, and setup requires a hardware kit, which represents significant effort to set up – especially in the case of portable / temporary booth environments.

https://lumoplay.com/

5. Mentimeter

Developed to engage audiences in sessions, workshops and presentations, Mentimeter provides solutions that help presenters deliver messages that demand audience participation and increase interaction and memorability.

Using Mentimeter’s library of pre-designed templates, presenters can edit, customize and create presentations with engaging elements including live audience polls and surveys, live feedback, entertaining quizzes, and word clouds that help to visualize the audience’s ideas on-screen. Mentimeter templates and interactive elements are simple and help presenters to deliver information in engaging and memorable ways.

https://mentimeter.com/