Content on this page requires a newer version of Adobe Flash Player.
Step 1: Discovery (estimated 5 mins)
We need to introduce ourselves and gather some basic information to see if we might be a good partner for your business.
Questions we will cover include:
- Are you in an industry that we service?
- What is your specialty?
- Are you the right size for us?
- Are you familiar with Leads360?
- What is your comfort level with Lead Management in general?
- Are you sophisticated and motivated enough to implement our solutions?
- How committed are you to improving your business?
- Why are you seeking our assistance?
Step 2: Understand Your Needs (estimated 20 mins)
Now we will discuss how our software and solutions can impact your business. We focus our product demonstration on the features of our software that are most valuable to you.
Questions we will cover include:
- How does your business work?
- What are your business goals?
- What issues are you hoping to address through our solutions?
- What software features do you need?
- How will you measure your success?
- What metrics are important to your business?
Step 3: Align Expectations (estimated 30-45 mins)
After we understand your needs, then we can show you how we can help. We will demonstrate the features of our software that are most valuable to you.
In this stage we will:
- Focus on very specific functionality that applies to your needs
- Prove how our Lead Management Solutions can mesh with your sales force, workflow and best practices
- Demonstrate the ability to measure vital business metrics, such as real-time, source-by-source return on investment
- Introduce the customizability of our software and the capabilities of our professional services department
- Discuss the best practices workflow based on your specific industry's best practices
- Discuss pricing, terms, training and rollout plan
Step 4: Plan for Success (estimated 15-20 mins)
Before you begin using our solutions, we will develop a rollout plan that includes hands-on training, system configuration, benchmarking and ongoing readily available support. Our professional services team will work closely with you during the first 90 days to ensure that you are both satisfied and successful.
In this stage we will:
- Do a warm hand-off to our experienced professional services team
- Schedule on-site training and implementation
- Create a rollout plan with benchmarking and performance auditing
- Discuss how the first 90 days are critical for long term success
Our discovery process is painless and takes less than 10 minutes; contact us.
