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Purchasing Leads; Tracking Leads
Purchasing Leads; Tracking Leads
You have now chosen to get insurance leads via the Internet. You've done your research. You are now down to three chief businesses to go with. You're ready to move into the testing stage. It's time to measure the effectiveness of the leads you are purchasing. What will be your roi (return on investment)? Will it be good enough to continue in this lead-purchasing facet of your marketing program? You might be able to take one great option to address those concerns. You Have to Keep Organized
When making this decision, keep in mind that it will do no good to have a flood of leads coming in if you have no way to manage them. It would be like having a room filled with stacks of file folders - nothing organized; nothing filed- and trying to locate an important piece of information. It's an exercise in futility.
These lead files are the exact same way. You have to be able to put your leads in some sort of order or pattern. Some will need a call back. Some will need drip emails. The attractiveness of these leads vary wildly. But don't trust your memory to remember which is which. In addition to those basic needs, you now want to follow up with newsletters and regular emails. Obviously you won't want to send the identical email to everyone.
Find the Best CRM for Your Business
As you get started, you have to look into the various CRM programs that are available to you. Which ones offer the best programs and the most affordable price? Which ones provide what you need for the size of your agency? An independent agent's needs will be different than the needs of a large agency.
Features to Consider
Write down all the things that you need in order for your business to flourish and grow. The following would really come in handy for you.
1. Importing - Be able to utilize Excel or a similar program to import leads.
2. Lead Management - A big consideration will how leads/prospects are managed.
3. Client Management - Put your information on your clients in an organized place so you can access it quite easily.
4. Auto Drip Email - Use ongoing emails to make sure your contacts stay in touch with you. Your ranking of them in the system will determine this.
5. Autodialer - If you're not familiar with an autodialer, you need to be. This system will call your prospects automatically. You will be patched through when you answer the call. (A great time saver.)
6. Click to Call - This will also save time. Just hit a phone number, and it will call it automatically.
7. Reports, graphs and comparisons are needed to show you your roi on the lead campaign.
8. Notification - Once you get a new lead, you want to know right away.
9. Auto Connect - Let your lead get through to you instantly with this feature.
10. Cost - Compare to learn which is the best investment.
Your Outlook and Attitude
Your homework will be a lot more directed with this method. Find the program that fits your needs and your budget and go for it.
Is it worth the money to purchase and use a leads program? This answer can vary depend on many different things. Even the highest-quality lead is worthless if it's not handled correctly.
Get the best CRM program available using all the factors that you have to consider, so your business can flourish and succeed. You should be made to look professional with the right program.
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