Our sales process is simple; we only work with companies that are a mutual fit.
Here is what you can expect when you contact us:

Step 1: Discovery – We need to introduce ourselves and gather some basic information to see if we might be a good partner for your business (estimated 5 mins).click here for more details

We need to get to know each other. We will probably ask you:

1. Are you in an industry which we service?
2. What is your specialty?
3. Are you the right size for us?
4. Are you familiar with Leads360?
5. What is your comfort level with Lead Management in general?
6. Are you sophisticated and motivated enough to implement our solutions?
7. How committed are you to improving your business?
8. Why are you seeking our assistance?

Step 2: Understand Your Needs – It is critical that we understand what you do and what you are trying to achieve (estimated 20 mins).click here for more details

We create a business case around your individual needs. This enables us to determine if we can make a significant impact on your bottom-line. We don’t want to waste time talking to or bringing on clients that we won’t be able to help. Building this business case allows us to ask the right questions to get at the heart of what you need. If we decide that there is a mutual fit we will work with you. We will start to align the products and services we have to offer. We will probably ask you:

1. How does your business work?
2. What are your business goals?
3. What issues are you hoping to address through our solutions?
4. What software features do you need?
5. How will you measure your success?
6. What metrics are important to your business?

Step 3: Align Expectations – 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 (estimated 30-45 mins).click here for more details

This is the first time that we will get into specifics about what we do. We will discuss how our software and solutions can impact your business. We know that software and features are only tools to help you form a stronger business. Our demos are custom tailored to client needs and are kept as short as possible. We always:

1. Focus on very specific functionality that applies to your needs.
2. Prove how our Lead Management Solutions can mesh with your sales force, workflow, and best practices.
3. Demonstrate the ability to measure vital business metrics, such as real-time, source-by-source return on investment.
4. Introduce the customizability of our software and the capabilities of our professional services department.
5. Discuss the pre-installed workflow. This workflow is built on data from our strongest clients in Mortgage, Education, Debt, Financial Services, Insurance and other industries, as well as industry best practices.
6. Discuss pricing, terms, training, and rollout plan.

Step 4: Plan for Success – If our software and solutions are a fit, we will create a plan to get you started as quickly and smoothly as possible (estimated 15-20 mins).click here for more details

In this stage we align our expectations with your expectations before allowing our professional services team to start the implementation process. Over the next 90 days we work very closely with you to ensure that you are both satisfied and successful. This includes hands-on training, system configuration, benchmarking and ongoing readily available support. It’s in our mutual interest to make your implementation as smooth and easy as possible. New clients are very expensive and we are only profitable when you stay with us for the long haul. We will do the following for you:

1. Do a warm hand-off to our experienced professional services team.
2. Schedule on-site training and implementation.
3. Create a rollout plan with benchmarking and performance auditing.
4. Discuss how the first 90 days are critical for long term success.

We will cover:

• Lead Source Integration
• Marketing Automation
• Sales Force Automation
• Best Practices
• Maintenance and Monitoring
• Monthly/Quarterly Goals
• System Auditing
• Technical Support

• Requirements Gathering
• Training Details
• Database Setup
• Workflow Design
• Template Creation
• Implementation
• Users and Permissions
• Adoption

Alright... when do we talk price? We will discuss pricing once we have established that our products and solutions meet your needs. When we are a mutual fit then the price is right.

Our discovery process is painless and takes less than 10 minutes.