Process Planning & Implementation

We can help you put together a roadmap for lead management success!

Marketers typically have a good sense of when they’re lead management process is sub-optimal. Even if you have a good feel for what’s wrong, it’s still essential to thoroughly assess your current process before any changes are implemented. At Peconic we work with industry experts in the field of lead management to help you do just that. Working with lead management experts, we audit your current process, prepare a gap analysis, and provide recommendations for process improvements. After your current process is documented and thoroughly analyzed, we can help you implement whatever changes are needed.

Lead Management Process Audit

As a first step, a lead management expert will audit your current process. We meet with the individuals within and/or outside your company who are responsible for lead processing and management to full understand your objectives and all aspects of your current process. The audit covers areas such as: data capture, inquiry fulfillment, lead qualification and ranking/grading, lead distribution, lead follow up, and reporting. The audit reveals process issues and is used for future benchmarking.

Lead Management Survey

In addition to the process audit, we also recommend conducting a lead management survey with process stakeholders. It’s important to get input on how the current process is working from their perspective: Product Managers, Marketing Managers, Sales Managers, Sales Reps, and anyone else who has a vested interest in the process. We work with you to identify the key stakeholders and then reach out to all of them - or a sample group - by personal interview (phone or in person) and/or through a web-based lead management survey. We customize our proprietary lead management survey to meet your specific needs, implement the survey and provide a summary of the results after the survey period ends.

Gap Analysis & Process Mapping

After the initial audit and survey are complete, we will thoroughly analyze your current process, conduct a gap analysis, and provide you with recommendations for process improvements - all based on lead management best practices. We will also produce a process map that reflects the recommended improvements.

New Process Implementation

Once you decide on the process modifications that you would like to make, Peconic can help you put together a plan for implementation, which includes project tasks, timelines, and budgets. We can also help you with any or all aspects of your process implementation.