LeadtoClose Demo

Introducing….

Victoria SantiagoCustomer Care Specialist

What is “Lead Management”?

Wikepedia: Term used to describe the methodologies and systems to manage customer prospects and inquiries generated by a variety of marketing techniques.

Lead Flow Process

The Lead Flow Process includes the following steps:

1. Advertising

2. Customer Inquiry or Response

3. Inquiry Captured

4. Inquiry Filtered

5. Lead graded and prioritized

6. Lead Distribution

7. Sales Contact

8. Lead Nurturing or Retention

9. Sales Result

Captures and Tracks:

Telephone and Voice Mail Leads

@ Web Form and Email Leads

Web and Print Media Performance$ $$

Benefits

Effortlessly capture and convert More Leads Automatically Post Leads to your CRM Never Waste an advertising dollar Never Lose a lead Save on telecom services

Captures Leads Automatically

Phone calls

Voice Mail

Web forms

Emails

Captures Leads Automatically

Phone calls

Voice mails

Web forms

Emails

Captures Leads Automatically

Phone calls

Voice mails

Web forms

Emails

Captures Leads Automatically

Phone calls

Voice mails

Web forms

Emails

Captures Leads Automatically

Phone calls

Voice mails

Web forms

Emails

For Sale

Recorded Property Info442-4070 code 20311

Code 20311Property Sign

Code 21511The Herald

Code 23711Your Website

Create Sources for all Your Leads

Lawn signs

Print advertising

Web sites

TV and Radio

Anything!

Create Sources for all Your Leads

Lawn signs

Print advertising

Web sites

TV and Radio

Anything!

Create Sources for all Your Leads

Lawn signs

Print advertising

Web sites

TV and Radio

Anything!

Create Sources for all Your Leads

Lawn signs

Print advertising

Web sites

TV and Radio

Anything!

Create Sources for all Your Leads

Lawn signs

Print advertising

Web sites

TV and Radio

Anything!

Create Sources for all Your Leads

Lawn signs

Print advertising

Web sites

TV and Radio

Anything!

Create Listings and Recordings

Only four fields to enter

Use your phone to record property information

Unlimited listings available

Create Listings and Recordings

Only four fields to enter

Use your phone to record property information

Unlimited listings available

Create Listings and Recordings

Only four fields to enter

Use your phone to record property information

Unlimited listings available

Create Listings and Recordings

Only four fields to enter

Use your phone to record property information

Unlimited listings available

Create “Follow Me” Call Forwarding Rules

Always be available if you chose to be

Make initial contact faster

Leads can connect immediately

Create “Follow Me” Call Forwarding Rules

Always be available if you chose to be

Make initial contact faster

Leads can connect immediately

Create Web Forms

Collect customized pre-qualifying information

Unlimited fields

Automatically Measure Marketing Return

Know your best lead sources

Eliminate ineffective advertising expenses

Improve marketing performance

Automatically Measure Marketing Return

Know your best lead sources

Eliminate ineffective advertising expenses

Improve marketing performance

Automatically Measure Marketing Return

Know your best lead sources

Eliminate ineffective advertising expenses

Improve marketing performance

Automatically Measure Marketing Return

Know your best lead sources

Eliminate ineffective advertising expenses

Improve marketing performance $ $ $ $

Wait, there’s more…

Let’s Take a Closer Look….

Virtual Assistance Industry Overview

Estimated to be 8,000-12,000 VAs worldwide, many of those provide specialized services for different industries, including:

Real Estate Coaches/Speakers Mortgage Brokers Lawyers Internet Marketers Solo-preneurs

How LeadtoClose has been marketed to VAs to date…

Live demos & trainings have been advertised through several different VA networking forums

Initial test Google Adwords campaign Responding to relevant posts on message boards to

create a buzz Writing articles that would be of interest to VAs

regarding lead management Advertising in industry newsletters

Future plans to market to VAs include:

Extensive survey of the industry Considering sponsorship of VA tradeshows including the Forum

on Virtual Assistance (FoVA) – a VA conference happening in May 2008

Create an on demand online demo and market it through different online forums for VAs

Put in place a community manager to actively build creditability and promote the product through various targeted online communities.

Expand Google Adwords funding Create more marketing materials directly targeted towards the

VA community. Identify key bloggers and experts in online communities to assist

with marketing to VAs.

LeadtoClose Improvement Efforts

Beta Program VA Focus Group Usability Study Operational Requirements Review Redevelopment Phase I and II

Beta Program

To encourage usage we have offered LeadtoClose to targeted individuals as a free Beta program.

Significant increase in ‘sign ups’ (over 100) Regularly scheduled demos and live training Minimal signs of actual usage Requests for on-demand training

VA Focus Group Program

Goal of the group was to solicit feedback on usability, the brand, affiliate program and testimonials.

A small retainer, perpetual license and advertising on LeadtoClose offered

6 Real Estate VAs participated in group training, discussions, and 1:1 training

Assignments and Surveys implemented to ensure feedback was obtained

VA Focus Group Conclusions

Consensus that LeadtoClose could offer them a valuable tool for managing leads, most significantly the automated Lead and Contact processes.

Improve system navigation, consistency and organization of system functionality.

Primary area for improvements came in the system “setup” procedures

Numerous positive suggestions for new system functionality

Usability Study

Engaged a Usability Consultant to perform a complete Usability review of LeadtoClose. Principles include:

Navigation Functionality Control Consistency Visual clarity Feeback

Redesign Requirements Analysis

Detailed system review of LeadtoClose with internal resources, lead developer and usability consultant

Combine improvement program findings with the expertise of a senior development program manager

Phase I – new look & feel, reorganization of setup and day to day system functions

Phase II – reorganization and improvements to automated functions, Contacts and Reporting

Redesign Phase I

General Issues     Integrate new CSS User Interface     Add role-based security     Improve Searching     System Navigation

Sign Up Process

Profile / Admin Screens

Redesign Phase I

Setup Section - Add a new section called Setup.  Move the following menus into this section :

         Web Forms         Lead Sources         Email Templates         Lead Qualifications         Automation§  Auto Lead Processor§  Action Plans·         Reporting Tags§  Listing Events§  Campaigns

Redesign Phase I

Listing Setup     Webforms     LeadSources     Listings

Display the code necessary to display either an Iframe or to embed a widget.