Any marketers managing leads through a sales lead software for lead management should make sure their sales software can do the following tasks.
1st off, lead nurturing should have the ability to be handled via automated mechanisms such as:
1. Emails – Automatic emails that are triggered at specified time intervals, when leads reach certain milestones.
2. Reminders – Reminders that are automatically triggered based on specified software rules and follow-up times.
3. Posting & Routing – Leads may be automatically posted to a predictive dialer, a telemarketing company, another database, a marketing services company, etc. to attempt additional contact or take other actions.
Your software should effectively perform lead nurturing and drip marketing tasks by incorporating different content at different intervals. Some recommended formats include:
• Varying Format – Newsletters, personal notes, relevant articles and follow-up calls can all work well in combination.
• Adding Value – Effective lead nurturing comes from being consistent and relevant.
• Keep it Simple – It’s got to be easy. After all; that’s why we purchased the software.
How About This..
Can Your Lead Management Software provide..
- Dialers (Predictive/Progressive/Click-to-Dial) that offer built-in click-to-dial capabilities that integrates with Five9, Touchstar, Genesis, DialConnection and/or OPC Marketing
- Pricing and Instant Offers that integrate with NYLX, Mortech, LoanSifter, Optimal Blue & QuoteBurst.
- Loan Origination Tracking; bi-directional software solutions that can easily integrate with most applications using the Fannie Mae file format. Software is Calyx Point, Encompass, PCLender, OpenClose and Empower compatible.
- PDF Generation that can merge lead information into PDF templates automatically. PDF’s can be emailed or attached to leads for storage.
- Lead Routing, Lead Distribution & Live Transfers compatible with live transfer providers that integrates with DoublePositive & LeadQual.
- DNC scrubbing capabilities that can be enabled for all leads or for specific lead groups based on campaigns or rules.
- Email Marketing & autoResponder software for automatic lead follow-ups
- Marketing Automation solutions for enhanced rich media email and tracking capabilities compatible with SoftVu
- Lead Scoring verification technologies that integrates with TargusInfo, eBureau, iLeads
- Custom development & integration for those that need something ultra specific.
- Overall: A CRM solution to manage customer relationships, customer service and accounting. There are a variety of CRM solutions from Mortgage CRM, Insurance CRM & Enrollment CRM; all compatitble with SalesForce.com, RightNow Technologies (RNT)