Tradeshow Basecamp 102: Recording Lead Information Supplement (Online Sales Training Course)
5 learners taking this course
Course Content
11mModules
Bonus: Recording Lead Information 4 lessons 11m
Make an effective plan to record information you gather during sales conversations.
Lessons
-
Why Record Lead Info?
4m
Tina explains exactly why you must take good notes during sales conversations and how to do that.
Record notes for your sales conversations with a lead card or app. Consider how these notes will be added to your organization's larger system for tracking sales conversations. A 'CRM' (Customer Relationship Management System) is often used for this purpose. If you don't have a 'CRM,' take a look at the link in Resources for ideas.
Planned correctly, lead cards or lead apps can also assist those new to sales to ask the right questions during the Lead Interview. If you are selling several products, lead cards and lead apps can also guide you in finding the right product fit for good leads.
In this lecture, you will learn...
-
Paper Lead Cards
3m
Tina and Liz visually demonstrate the pros and cons of using low-tech paper lead cards.
For portability and convenience, Tina and Liz have often used half-size lead cards with small clipboards for recording notes during sales conversation. See the links in Resources for clipboard product ideas.
After this lecture, you will be able to...
-
Lead Card Apps
2m
Tina and Liz visually demonstrate the pros and cons of using lead apps.
Take a look at Resources for links to affordable lead apps appropriate for sales events, exhibit marketing and trade shows
After this lecture, you will be able to...
-
Quiz: Recording Lead Info
2 questions 2m
Test your knowledge.
Ashley Anderson –
“Valuable information”
“Helpful practice activities”
“Clear explanations”
“Accurate course description”
“Engaging delivery”
“Knowledgeable instructor”
(0) (0) Watch Unwatch
Maya Miller –
I’m definitely a sales ‘newbie’ and so far this is just what I need. Sales already seems less scary…
(0) (0) Watch Unwatch
B Moorehouse –
If people don’t know how to use a lead ‘app’ they shouldn’t be working a tradeshow! However, good advice on creating a lead qualification form.. however you plan to do it.
(0) (0) Watch Unwatch