Lead Generation to discover current sales opportunities
1. Telemarketing calls to confirm/update contact info
2. Executive letter(s) to introduce and request appt.
3. Appt call to set appointments with decision-maker
Prospect Activity and Relationship Management to develop future opportunities
1. Current Prospect: Email contact info to sales manager
2. Future Prospect: Assign to future prospect track
3. No prospect: Suspend activities until status changes
Activity Management to measure
1. Lead notification (individual sales leads)
2. Lead generation report (all leads and activities)
3. Lead follow up report (account and rep)