When
you look at the number of people and departments that
touch a sales inquiry to get it processed, no wonder the
system sometimes breaks down.
The departments and labor services
involved in inquiry management include:
1. Agencies: advertising, public
relations, direct marketing and online services agencies
create demand through all of the traditional
lead-generation tactics. They have an interest in the
outcome. They also drive response into a receptacle that
they control: web site landing page or telemarketing
contact center.
2. Electronic inquiry nurturing service
organizations that follow predetermined pathways for
sending email communications to the not-ready for a sales
call inquirers; marketing automation software or an ASP
provider comes to mind
3. Inbound telemarketing (taking toll-free
calls), which typically reports to sales, marketing, or
both.
4. Inquiry Qualification Departments. This
could be inside the company or an outside vendor. While
the business rules governing the pursuit of a qualified
lead varies, these people will call inquirers to qualify
and nurture them. In the process they eliminate students,
competitors and other illegitimate inquiries (prisoners
comes to mind).
5. Outbound Lead-Generation department.
6. Inside sales.
7. Marketing.
8. Marketing communications.
9. Sales operations.
10. Field (sales) marketing managers
(becoming more common out of frustration with marketing
departments that do not generate enough demand).
11. Sales channel management.
12. Demand management department, which
may report to sales or marketing. Also known as inquiry
management department.
13. Data entry, which may be in sales or
marketing.
14. Warehousing for collateral, which
includes picking and packing literature packages (includes
a letter, literature, technical data sheets, business
reply device, dealer locations, etc.) and mailing the
package.
15. Printing Vendor: In addition to
printing collateral, printers may warehouse and ship your
literature individually or in bulk quantities to
resellers.
16. Direct mail houses that may warehouse
and ship your literature to inquirers or in bulk to
resellers.
17. IT services: Internal for software
hosting, report generation, programming for sales force
automation and contact management.
18. IT services: External, including ASP
software/services provider, sales force automation
software, contact management and CRM.
19. Outsourced inbound and outbound
telemarketing facilities.
20. Outsourced bulk literature
distribution facilities within your own company. This is
often a corporate department servicing the needs of many
far-flung business units.
21. Inquiry management vendors. Includes
advertising agencies that do this work, telemarketing
firms, printers, fulfillment vendors, and direct mail
vendors that do it part-time.
22. International offices that may have to
mimic the domestic operations for all of the above.
These departments are involved in:
1. Creating inquiries in a manner that the
company can accept (electronic, toll-free calls, business
reply cards, reader service numbers from print magazines,
lead forms manually completed by in-field reps or
prospects).
2. Receiving and sorting inquiries.
3. Data-entry of records: about 50%
require manual data entry and 50% are now electronic
direct from the inquirer via the Web, trade shows, direct
mail landing pages, and contact centers.
4. Warehousing and inventory maintenance
of literature.
5. Creation of literature packages (could
run into hundreds of packages).
6. Assembly and mailing of literature
packages
7. Creation of electronic fulfillment
packages and the content that goes into the “packages.”
Creating hundreds of PDF collateral packages can be
daunting.
8. Screening for duplicate inquiries.
9. Screening for competitors.
10. Screening for previous inquirers
(tracking: being able to view all those from the same
company that have inquired in the past).
11. Grading the inquiry with the
assignment of a “rank” to judge the inquiry source. This
is a big issue and not all services or software packages
can do this automatically.
12. Nurturing of the inquiry if it is not
sales-ready: email, mail, and the telephone.
13. Sales territory definitions: by zip
codes, area codes, county, state, country, product,
distribution channel, product value, etc.
14. Sales lead distribution by sales
territory or by product, by sales channel or any
combination of these as in item 13 above.
15. Sales lead closure: reporting on the
sales actions taken (closing the loop).
16. Reporting: marketing and sales report
creation and distribution. These reports with charts and
graphs can add-up from 5-430 reports.
17. Accepting toll and toll-free calls
from promotions.
Just viewing this list is a checklist of
sorts as you consider managing your most valuable and
perishable resource, sales inquiries.
*This information has appeared in various
articles and workshops Obermayer has presented. Most
recently it has appeared in his book, James Obermayer,
Managing Sales Leads: Turning Cold Prospects Into Hot
Customers, (Mason, Ohio, Textere an imprint of
Thomson/South-Western, 2007) and Racom Books, Page 92.