My checklist for optimizing the lead generation process so far has included six steps: the mindset of not pushing; repairing the rift between sales and marketing; creating the ideal customer profile (and the un-ideal customer profile as well); agreeing upon a universal lead definition that fits your company’s goals and culture; importance of a well maintained database; and, in step 6, I outlined a multi-modal approach and discussed its importance in the lead gen process. Today I’d like to discuss the aspects of an effective lead management process.

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