LeadtoClose Demo

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LeadtoClose Overview, part of an ACOA demonstration.

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LeadtoClose Demo

  1. 1. Introducing…. Victoria Santiago Customer Care Specialist
  2. 2. What is “Lead Management”? <ul><li>Wikepedia : </li></ul><ul><li>Term used to describe the methodologies and systems to manage customer prospects and inquiries generated by a variety of marketing techniques . </li></ul><ul><li> </li></ul>
  3. 3. Lead Flow Process <ul><li>The Lead Flow Process includes the following steps: </li></ul><ul><li>1. Advertising </li></ul><ul><li>2. Customer Inquiry or Response </li></ul><ul><li>3. Inquiry Captured </li></ul><ul><li>4. Inquiry Filtered </li></ul><ul><li>5. Lead graded and prioritized </li></ul><ul><li>6. Lead Distribution </li></ul><ul><li>7. Sales Contact </li></ul><ul><li>8. Lead Nurturing or Retention </li></ul><ul><li>9. Sales Result </li></ul>
  4. 4. Captures and Tracks: Telephone and Voice Mail Leads @ Web Form and Email Leads Web and Print Media Performance $ $ $
  5. 5. Benefits <ul><li>Effortlessly capture and convert More Leads </li></ul><ul><li>Automatically Post Leads to your CRM </li></ul><ul><li>Never Waste an advertising dollar </li></ul><ul><li>Never Lose a lead </li></ul><ul><li>Save on telecom services </li></ul>
  6. 6. Captures Leads Automatically <ul><li>Phone calls </li></ul><ul><li>Voice Mail </li></ul><ul><li>Web forms </li></ul><ul><li>Emails </li></ul>
  7. 7. Captures Leads Automatically <ul><li>Phone calls </li></ul><ul><li>Voice mails </li></ul><ul><li>Web forms </li></ul><ul><li>Emails </li></ul>
  8. 8. Captures Leads Automatically <ul><li>Phone calls </li></ul><ul><li>Voice mails </li></ul><ul><li>Web forms </li></ul><ul><li>Emails </li></ul>
  9. 9. Captures Leads Automatically <ul><li>Phone calls </li></ul><ul><li>Voice mails </li></ul><ul><li>Web forms </li></ul><ul><li>Emails </li></ul>
  10. 10. Captures Leads Automatically <ul><li>Phone calls </li></ul><ul><li>Voice mails </li></ul><ul><li>Web forms </li></ul><ul><li>Emails </li></ul>
  11. 11. Code 20311 Property Sign Code 21511 The Herald Code 23711 Your Website For Sale Recorded Property Info 442-4070 code 20311
  12. 12. Create Sources for all Your Leads <ul><li>Lawn signs </li></ul><ul><li>Print advertising </li></ul><ul><li>Web sites </li></ul><ul><li>TV and Radio </li></ul><ul><li>Anything! </li></ul>
  13. 13. Create Sources for all Your Leads <ul><li>Lawn signs </li></ul><ul><li>Print advertising </li></ul><ul><li>Web sites </li></ul><ul><li>TV and Radio </li></ul><ul><li>Anything! </li></ul>
  14. 14. Create Sources for all Your Leads <ul><li>Lawn signs </li></ul><ul><li>Print advertising </li></ul><ul><li>Web sites </li></ul><ul><li>TV and Radio </li></ul><ul><li>Anything! </li></ul>
  15. 15. Create Sources for all Your Leads <ul><li>Lawn signs </li></ul><ul><li>Print advertising </li></ul><ul><li>Web sites </li></ul><ul><li>TV and Radio </li></ul><ul><li>Anything! </li></ul>
  16. 16. Create Sources for all Your Leads <ul><li>Lawn signs </li></ul><ul><li>Print advertising </li></ul><ul><li>Web sites </li></ul><ul><li>TV and Radio </li></ul><ul><li>Anything! </li></ul>
  17. 17. Create Sources for all Your Leads <ul><li>Lawn signs </li></ul><ul><li>Print advertising </li></ul><ul><li>Web sites </li></ul><ul><li>TV and Radio </li></ul><ul><li>Anything! </li></ul>
  18. 18. Create Listings and Recordings <ul><li>Only four fields to enter </li></ul><ul><li>Use your phone to record property information </li></ul><ul><li>Unlimited listings available </li></ul>
  19. 19. Create Listings and Recordings <ul><li>Only four fields to enter </li></ul><ul><li>Use your phone to record property information </li></ul><ul><li>Unlimited listings available </li></ul>
  20. 20. Create Listings and Recordings <ul><li>Only four fields to enter </li></ul><ul><li>Use your phone to record property information </li></ul><ul><li>Unlimited listings available </li></ul>
  21. 21. Create Listings and Recordings <ul><li>Only four fields to enter </li></ul><ul><li>Use your phone to record property information </li></ul><ul><li>Unlimited listings available </li></ul>
  22. 22. Create “Follow Me” Call Forwarding Rules <ul><li>Always be available if you chose to be </li></ul><ul><li>Make initial contact faster </li></ul><ul><li>Leads can connect immediately </li></ul>
  23. 23. Create “Follow Me” Call Forwarding Rules <ul><li>Always be available if you chose to be </li></ul><ul><li>Make initial contact faster </li></ul><ul><li>Leads can connect immediately </li></ul>
  24. 24. Create Web Forms <ul><li>Collect customized pre-qualifying information </li></ul><ul><li>Unlimited fields </li></ul>
  25. 25. Automatically Measure Marketing Return <ul><li>Know your best lead sources </li></ul><ul><li>Eliminate ineffective advertising expenses </li></ul><ul><li>Improve marketing performance </li></ul>
  26. 26. Automatically Measure Marketing Return <ul><li>Know your best lead sources </li></ul><ul><li>Eliminate ineffective advertising expenses </li></ul><ul><li>Improve marketing performance </li></ul>
  27. 27. Automatically Measure Marketing Return <ul><li>Know your best lead sources </li></ul><ul><li>Eliminate ineffective advertising expenses </li></ul><ul><li>Improve marketing performance </li></ul>
  28. 28. Automatically Measure Marketing Return <ul><li>Know your best lead sources </li></ul><ul><li>Eliminate ineffective advertising expenses </li></ul><ul><li>Improve marketing performance </li></ul>$ $ $ $
  29. 29. Wait, there’s more… <ul><li>Let’s Take a Closer Look…. </li></ul>
  30. 30. Virtual Assistance Industry Overview <ul><li>Estimated to be 8,000-12,000 VAs worldwide, many of those provide specialized services for different industries, including: </li></ul><ul><li>Real Estate </li></ul><ul><li>Coaches/Speakers </li></ul><ul><li>Mortgage Brokers </li></ul><ul><li>Lawyers </li></ul><ul><li>Internet Marketers </li></ul><ul><li>Solo-preneurs </li></ul>
  31. 31. How LeadtoClose has been marketed to VAs to date… <ul><li>Live demos & trainings have been advertised through several different VA networking forums </li></ul><ul><li>Initial test Google Adwords campaign </li></ul><ul><li>Responding to relevant posts on message boards to create a buzz </li></ul><ul><li>Writing articles that would be of interest to VAs regarding lead management </li></ul><ul><li>Advertising in industry newsletters </li></ul>
  32. 32. Future plans to market to VAs include: <ul><li>Extensive survey of the industry </li></ul><ul><li>Considering sponsorship of VA tradeshows including the Forum on Virtual Assistance (FoVA) – a VA conference happening in May 2008 </li></ul><ul><li>Create an on demand online demo and market it through different online forums for VAs </li></ul><ul><li>Put in place a community manager to actively build creditability and promote the product through various targeted online communities. </li></ul><ul><li>Expand Google Adwords funding </li></ul><ul><li>Create more marketing materials directly targeted towards the VA community. </li></ul><ul><li>Identify key bloggers and experts in online communities to assist with marketing to VAs. </li></ul>
  33. 33. LeadtoClose Improvement Efforts <ul><li>Beta Program </li></ul><ul><li>VA Focus Group </li></ul><ul><li>Usability Study </li></ul><ul><li>Operational Requirements Review </li></ul><ul><li>Redevelopment Phase I and II </li></ul>
  34. 34. Beta Program <ul><li>To encourage usage we have offered LeadtoClose to targeted individuals as a free Beta program. </li></ul><ul><li>Significant increase in ‘sign ups’ (over 100) </li></ul><ul><li>Regularly scheduled demos and live training </li></ul><ul><li>Minimal signs of actual usage </li></ul><ul><li>Requests for on-demand training </li></ul>
  35. 35. VA Focus Group Program <ul><li>Goal of the group was to solicit feedback on usability, the brand, affiliate program and testimonials. </li></ul><ul><li>A small retainer, perpetual license and advertising on LeadtoClose offered </li></ul><ul><li>6 Real Estate VAs participated in group training, discussions, and 1:1 training </li></ul><ul><li>Assignments and Surveys implemented to ensure feedback was obtained </li></ul>
  36. 36. VA Focus Group Conclusions <ul><li>Consensus that LeadtoClose could offer them a valuable tool for managing leads, most significantly the automated Lead and Contact processes. </li></ul><ul><li>Improve system navigation, consistency and organization of system functionality. </li></ul><ul><li>Primary area for improvements came in the system “setup” procedures </li></ul><ul><li>Numerous positive suggestions for new system functionality </li></ul>
  37. 37. Usability Study <ul><li>Engaged a Usability Consultant to perform a complete Usability review of LeadtoClose. Principles include: </li></ul><ul><li>Navigation </li></ul><ul><li>Functionality </li></ul><ul><li>Control </li></ul><ul><li>Consistency </li></ul><ul><li>Visual clarity </li></ul><ul><li>Feeback </li></ul>
  38. 38. Redesign Requirements Analysis <ul><li>Detailed system review of LeadtoClose with internal resources, lead developer and usability consultant </li></ul><ul><li>Combine improvement program findings with the expertise of a senior development program manager </li></ul><ul><li>Phase I – new look & feel, reorganization of setup and day to day system functions </li></ul><ul><li>Phase II – reorganization and improvements to automated functions, Contacts and Reporting </li></ul>
  39. 39. Redesign Phase I <ul><li>General Issues </li></ul><ul><li>    Integrate new CSS User Interface </li></ul><ul><li>    Add role-based security </li></ul><ul><li>    Improve Searching </li></ul><ul><li>    System Navigation </li></ul><ul><li>Sign Up Process </li></ul><ul><li>Profile / Admin Screens </li></ul>
  40. 40. Redesign Phase I <ul><li>Setup Section - Add a new section called Setup.  Move the following menus into this section : </li></ul><ul><li>         Web Forms </li></ul><ul><li>         Lead Sources </li></ul><ul><li>         Email Templates </li></ul><ul><li>         Lead Qualifications </li></ul><ul><li>         Automation </li></ul><ul><li>§  Auto Lead Processor </li></ul><ul><li>§  Action Plans </li></ul><ul><li>·         Reporting Tags </li></ul><ul><li>§  Listing Events </li></ul><ul><li>§  Campaigns </li></ul>
  41. 41. Redesign Phase I <ul><li>Listing Setup </li></ul><ul><li>    Webforms </li></ul><ul><li>    LeadSources </li></ul><ul><li>    Listings </li></ul><ul><li>Display the code necessary to display either an Iframe or to embed a widget. </li></ul>

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