Automatically move inbound leads over to your CRM using marketing automation workflows and assign them to appropriate sales reps when they reach lead scoring thresholds and/or trigger specific behaviors, such as requesting a free trial or demonstration. Use segmentation rules to assign leads to an appropriate sales rep, for example by territory or industry. This process should be carefully planned in Step #1.

Whether you already have a list of subscribers or are starting from scratch, email marketing services can help. All of the services we cover let you add contacts manually using copy and paste or by uploading CSV or Microsoft Excel files. Some integrate with third-party software enabling you to import Gmail and other webmail contacts, Salesforce.com and other customer relationship management (CRM) data, or other software where you might have contacts stored. Depending on the size and location of your list, third-party integration could be key. Verify whether you can export contacts as well (and how easy it is to do so) should you leave the service. Managing users who unsubscribe should also be easy so you're not accidentally contacting anyone who has opted out of your newsletters.


These examples might make it seem like lead generation is pretty easy; it is not. To get people to divulge information about themselves, you should be able to articulate the value in your business solution. Plus you need to be present in channels that get you closest to your target audience. Articulating value is a broad, multi-layered topic, and it has as much to do with soft skills as it has to do with your knowledge of the business. However, there are specific channels you can tap into when it comes to lead generation, and that’s where we’re heading next.
Lead scoring is a way to qualify leads quantitatively. Using this technique, leads are assigned a numerical value (or score) to determine where they fall on the scale from “interested” to “ready for a sale”. The criteria for these actions is completely up to you, but it must be uniform across your marketing and sales department so that everyone is working on the same scale.
I find that people who waste my time on their initial email usually end up being unsubscribed. Maybe it’s just me but I like to get to the point fast and need value. I’m not your buddy, your pal or want to engage in a “whats up” salutation scenario, I’m busy. The “take away” “ends tomorrow” from email sequences I have not had a chance to go through end up in that big circular file known as trash.
Use it to promote up-sells/cross-sells. You can even set up an autoresponder sequence for someone after they purchase and get repeat customers. Depending on the products you sell, you could offer an upsell, or cross sell related products. For example, if someone buys a digital camera, you can offer to add a lens, a tripod, and other accessories to their order before it ships. Or, if you sell products that people buy frequently (like food or disposable items, like diapers), you can automatically send them offers for new items when you know they’re about due for another order.
Use it to make sales on autopilot. Creating a sales funnel out of an email autoresponder sequence is a widely adopted strategy used by information marketers, but it can also be used by software companies, eCommerce businesses and service providers. For example, it could consist of a series of educational videos, a sales video and follow-ups to sell your information products. Or, you could create a sequence of free educational emails, and then invite them to a live or recorded webinar where you make an offer. For eCommerce businesses, your sales sequence could include promo offers for products your subscriber has just viewed on your website.
The digital age has also made it easier for companies to research and understand their perspective leads. By understanding the wants and needs of their target customers, companies can tailor information to better draw them in, as well as qualify any potential leads based on a variety of factors, such as engagement and demographic information. It is increasingly important for companies to not only generate new leads but also develop and nurture relationships with them.
If links and looks are set, begin interacting with the page. Abandon it, adjust the window size, convert. Are error messages appearing when they’re supposed to (if, for example, you don’t input all the form’s required info)? Is your CTA button working? If you abandon the page, are you retargeted with ads? When you resize the window, does your landing page respond accordingly?
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