Remember when we talked about lead scoring? Well, it isn’t exactly doable without your sales team’s input. How will you know what qualifies a lead for sales without knowing if your defined SQLs are successfully sold? Your marketing and sales teams need to be aligned on the definitions and the process of moving a lead from MQL to SQL to opportunity before you even begin to capture leads.
Lead generation is the method of getting inquiries from potential customers. In the old pre-Internet days of sales, lead generation occurred at places like trade shows – visitors to a company's booth would fill out a card with their contact information and turn it in to receive a call back from that company's sales team. Since the rise of the Internet, many businesses use their websites as a lead generation option. Email also offers lead generation potential, since companies can buy another company's email marketing list or pay them to promote the company on their own marketing emails.
One of the more current developments on the email marketing front is the use of auto responders, or automated emails, that happen in a set sequence after a user's email address is captured. Typically the end goal of an auto responder email series is converting that user to a purchaser or customer. In this section, we'll introduce you to what an auto responder is, how to use them, the pros and cons, and some basic best practices for auto responder. Auto responders offer unique benefits in that they can produce results with a limited amount of effort on your part after the initial build out of the program. However, auto responders also present some challenges and best practices that should be considered when determining the role of an auto responder in your email marketing mix.

Essentially, you can tell Office Autopilot what to do if certain things occur. For example, if a customer places an order, you can send an order to your fulfillment house to fulfill that order. Or if a customer leaves, you can send them a last minute special offer. Just select the trigger for the action, then select what list it applies to then select what to do when that action is trigger.
Expired Listings. “These are listings that realtors had on the Multiple Listing Service (MLS) and they didn’t sell. I personally love these because they tend to be more frustrated already, having not sold with a realtor. This will many times translate into immediate appointments opposed to the ‘for sale by owners’ that need some time typically. Where do you get expired listings? It used to be that you had to work with someone that was licensed to get them. Now there are services that offer them so it's super easy to get a constant feed of them.”

Flexibility is necessary, but not always easy—especially when you’re trying to get both your marketing and sales teams up to speed. Best practices around the many complex things that comprise marketing today, including website best practices, mobile viewability, email, SEO/SEM, marketing automation, content marketing, and social media change so swiftly that many people find it difficult, if not downright impossible, to keep up.


An autoresponder is a computer program that generates a response to an email, request, or action. Autoresponders were initially used to notify a sender of an undeliverable email, but now they are often used in email marketing. Autoresponders can give you the ability to send a customer a pre-written email when a specified event takes place, such as a customer creating an account or purchasing a product.

First, act as though you’re a prospect making their way to your business’s landing page. Start by ensuring that the links to your landing page are working, wherever they may be — email, PPC networks, sponsored social media posts, etc. Are they driving you to the landing page that they’re supposed to? Does everything look the way you intended on every browser?
Once you’ve decided how many fields to use, make sure you make your form easy to fill out. Include labels above your fields, not ones within them that disappear when the prospect starts typing – this has the potential to confuse and frustrate them, research shows. Consider enabling social autofill so visitors can convert by importing personal information from sites like LinkedIn, Twitter, and Facebook with the click of a button.
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.
First, act as though you’re a prospect making their way to your business’s landing page. Start by ensuring that the links to your landing page are working, wherever they may be — email, PPC networks, sponsored social media posts, etc. Are they driving you to the landing page that they’re supposed to? Does everything look the way you intended on every browser?
What's the difference between them? One-off communications versus prolonged, email-based interactions. For example, email marketing tools are excellent for one-off communications. You can use these tools for the one time you'd like to send someone an automated email response when they join a subscriber list, on their birthday, or when you promote a new product. But marketing automation tools are better suited for prolonged, email-based interactions. For example, you can use marketing automation tools whenever you want to guide someone from a subscriber list to a product purchase. Or you can send thank you emails or send new product promotions—all without having to lift a finger after the workflow is designed.
A common example of permission marketing is a newsletter sent to an advertising firm's customers. Such newsletters inform customers of upcoming events or promotions, or new products.[11] In this type of advertising, a company that wants to send a newsletter to their customers may ask them at the point of purchase if they would like to receive the newsletter.
An investor lead is a type of a sales lead. An investor lead is the identity of a person or entity potentially interested in participating in an investment, and represents the first stage of an investment sales process. Investor leads are considered to have some disposable income that they can use to participate in appropriate investment opportunities in exchange for return on investment in the form of interest, dividend, profit sharing or asset appreciation. Investor lead lists are normally generated through investment surveys, investor newsletter subscriptions or through companies raising capital and selling the database of people who expressed an interest in their opportunity. Investor Lead lists are commonly used by small businesses looking to fund their venture or simply needing expansion capital that was not readily available by banks and traditional lending sources.

It’s also important to understand that operationally we need to break down silos. Effective lead generation relies on marketers’ ability to connect the website user experience your site serves up, plus what you’re doing with SEO and SEM, email marketing, content marketing, and social media strategy, with a well-integrated blend of sales expertise. None of these things can be effective on their own, although we see companies separating out these services and failing to integrate them all the time. Big mistake.
Building any real, successful business takes time. Nurturing your social network presence, crafting a solid email marketing campaign, diligently working on creating and producing quality content–all of these tasks require a significant amount of time and focus. You’ll expend energy, but you have to move out of your comfort zone to achieve results – particularly when it comes to building your lead generation campaign. 

With the new buyer it is important to note that your marketing efforts don’t end once a new lead comes into your system – what we call Top of the Funnel (TOFU) marketing.  Many companies do a good job at generating leads, but the problem is that most new leads are not ready to buy yet.  And if a sales rep does engage and the lead isn’t ready to talk with them, it reinforces the notion that marketing sourced leads are not great. As a result leads get lost, ignored, or snatched up by your competitors.

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