Lead Management

Optimize your lead management process to drive more quality leads, pipeline, and revenue    

Defining and building your lead management process is one of the most important pieces of your overall demand generation program. It requires close cooperation between the Sales and Marketing team to define your ideal buyer profile, determine what a Sales-ready lead looks like, and ensure that you’ve built the correct automation to score and send Sales-ready leads to your team for follow-up.

At Lumina Marketing, we deliver lead management services to:

  • Lead Management Process Flow MapMap your existing campaign to customer process
  • Offer recommendations to optimize the process and close gaps
  • Create or update fields related to lead management in Pardot and Salesforce.com
  • Build the appropriate lead assignment, workflow and automation rules to support the process
  • Create reporting and dashboards to show how leads are being actioned and converted

Let’s talk and see how we can help you optimize your lead management process to drive more and better leads, pipeline and revenue.