BR-Lead Management Project Templates

Sales Qualified Lead Attributed

To support existing business model, the Sales Managers should be able to view and/or maintain the following information for sales-qualified leads:
● Lead Source (contact form, channel partner, tradeshow, webinar, etc.)
● Landing page topic (for leads that came from contact form)
● Lead Status (New, Working, Qualified, Unqualified, Converted)
● Reason for Unqualified (dropdown with reasons, e.g.: Too Small, Unserved Geography, Bad Information)
● Personal LinkedIn profile URL
● Role in the company

Automated BANT Score System

• Currently using any vendor’s solution? Looking to change or not?

• Time frame?

• Decision maker?

• Budget?

The rating will be calculated based on various data points in the lead following an automation rule with math function:

Open

Conversion and Notification

If a lead’s company already exists in the accounts database, the Sales Manager should have the ability to add that contact to the existing account record.

When a lead is qualified by a Sales Manager manually or automatically (based on total score), the the lead is to be converted into a set of 3 new items: account, contact and opportunity.

Head of Sales should receive an email notification that a new conversion has been processed.