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Presentation

Lead management is one of the functionalities of the CRM that allows:

  • To respond to customer and prospect requests 
  • To identify business opportunities within our web audience
  • To collect marketing and business data related to leads, prospects and customer that informs business decisions

Topics Covered

  1. Definitions and Objectives
  2. Treating a lead
  3. Assigning a lead (queue management)
  4. FAQ

Definitions and Objectives

What is a Lead?

  • Each Lead is a person with a request for information from Solvay. They are a mix of existing customers, new contacts from existing accounts, distributors, universities, new prospects and people looking for something we don’t offer.

Why is lead management important? 

  • Solvay reputation: >20k leads interact with our lead management process each year
  • Lead volume is increasing: +30% compared to 2020
  • Customer experience: ~2% are existing customers and ~40% are new contacts from existing accounts
  • Revenue: effective lead management contributes to Solvay's revenue and ongoing improvements can help us to improve the ROI

Strategy & Objectives

  • Primary objective is for all leads to be closed within 5 days of creation.

To achieve this goal, we are:

    • Improving response rate to give leads best possible experience 
    • Improving process efficiency to reduce burden on commercial teams 
    • Monitoring  lead process with key data sets
      • Closing reasons
      • # of existing customers
      • Time spent in open state
      • Digital opportunities

Treating a Lead


Legacy reference materials


CRM Lead Management (Obsolete)

Training Materials (Obsolete)

Functional Design (Obsolete)

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