Skip to content
English
Customer portal Sign in
Contact us
  • There are no suggestions because the search field is empty.

Mastering Lead Management: A Comprehensive Guide for New Sales Team Members

In this article, we'll delve into the number of emails you should be sending to leads and the importance of correctly categorizing deals in the various pipelines.

As a new member of our sales team, it's crucial to understand the process of effectively managing leads in our pipelines.

Understanding Pipelines and Stages

Our sales process comprises several pipelines, each with distinct stages. These stages require manual updates by sales representatives based on the conversations held with clients. The pipelines include below stages:

  • Fresh Deals
  • Not Responding
  • In Conversation
  • Proposal Sent
  • Quote Sent
  • Work in Progress
  • Closed Won
  • Closed Lost

Email Cycle Initiation

Upon the assignment of a lead, the email cycle kicks off. It's recommended to promptly call the client, update notes in the deal, and initiate the communication process.

  • Initial Call and Follow-Up Emails:
    • If the call isn't answered, send an email and set a task for an alternate-day follow-up, repeating for the next 7 times.
  • Deal Stage Adjustment for Non-Responsive Leads:
    • If there's no response, change the deal stage to "Not Responding" once you have already sent initial 7emails while being in the fresh deal stage and enroll in a sequence to send an email every 3 days. Repeat this sequence for 7 times.
  • Finalizing Non-Responsive Leads:
    • If there's still no reply, move the deal to the "Closed Lost" stage. Mark the contact as a Marketing Qualified Lead to transition responsibilities to the marketing team.
  • Effective Deal Progression:
    • If the client responds, update the deal status to "In Conversation." Adjust the status accordingly if a quote or proposal is sent after being in conversation.

Task Assignment for Every Deal

It's paramount to assign tasks to each deal diligently. This ensures that no follow-up is overlooked, a critical aspect of our sales strategy.

In summary, this comprehensive approach to managing leads will not only maximize your outreach but also contribute to the overall success of our sales team. Should you have any questions or require further clarification, do not hesitate to reach out to your team lead or manager.

 

Written and Published by 

Sandeep Kumar