OpenMarketing

May22nd

The particular criteria used at your company to determine when a prospect is qualified to be turned over to Sales as a lead.  A best practice is to capture no more than 5-7 pieces of information from your prospect initially:

  • Name, Job Title, Company Name, Website, Telephone Number, Email
  • Role in buying process
  • Time frame when purchase is expected
  • Size of budget available for solution set
  • Preferred method of contact – by email or phone and if by phone at what time

 

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