What is a lead nurturing workflow?

What is a lead nurturing workflow?

What is a lead nurturing workflow work and how does it work?

Consider the ways in which we encounter the word nurture. It’s generally used to describe relationships where a person is entrusted with the role of caregiver. A parent nurtures their child, a teacher nurtures a student, a mentor nurtures us as we pursue a career or a deep personal interest. That concept of the interpersonal relationship is at the center of building and deploying a lead nurturing workflow. So what is a lead nurturing workflow for B2B marketers?

A lead nurturing workflow is a series of automated marketing actions and communications designed to engage and build relationships with leads over time. The goal of a lead nurturing workflow is to keep leads engaged, provide relevant and valuable content, and move them through the buyer’s journey until they are ready to make a purchase decision. With the tools of automation, marketing software helps us deliver a sales prospect an abundance of content that is both customized to their needs, and perhaps more importantly, can be personalized to either the organization or the individual decision makers. Either way, the strategy is a way that we begin to build a relationship with a prospect in the sales funnel and then nurture it as they turn from prospect to qualified lead to customer.

Lead nurturing workflows are typically implemented through marketing automation platforms. These platforms allow marketers to deliver targeted and personalized content to leads based on their behaviors, interests, and stage in the buyer’s journey.

You might engage a prospect with a landing page specific to their interests; that might be paired with another typical building block of inbound marketing, a content offer. Content offers, often referred to as lead magnets, offer prospects some sort of enticement—a discount offer, or perhaps some gated content such as a free download—in exchange for their email address. Whatever your choice of magnet, it’s an important part of beginning to nurture the prospect into your sales funnel. Instead of the old school closer, your role is as a valued partner and educator, guiding the buyer to a purchase decision. Typically, much of that guidance is provided through the use of targeted and personalized emails, which are an important part of your workflow.

There are several marketing automation platforms available that can help you build and execute marketing workflows effectively. These platforms offer various features, integrations, and pricing options to suit the needs of different businesses.

HubSpot is a comprehensive inbound marketing and sales platform that offers a powerful marketing automation tool. It allows you to create and manage marketing workflows, segment leads, deliver personalized content, and track engagement. HubSpot also provides CRM integration, making it easy to align marketing and sales efforts.

Pardot, a Salesforce product, is a B2B marketing automation platform that helps businesses automate lead nurturing, email marketing, and lead scoring. It integrates seamlessly with Salesforce CRM, making it suitable for businesses heavily reliant on Salesforce.

Marketo is a popular marketing automation platform that offers lead management, email marketing, campaign management, and reporting capabilities. It caters to B2B and B2C businesses and provides advanced features for lead nurturing and engagement.

ActiveCampaign is a versatile marketing automation platform that offers a user-friendly interface and robust automation capabilities. It allows you to create automation workflows based on various triggers and actions and provides CRM and email marketing functionalities.

Whatever tools you choose, each step of the buyer’s journey needs specialized content to move your buyer from their initial awareness of a problem to their investment in your product or service as a solution.

Here’s how a lead nurturing workflow generally works

  1. Segmentation: Leads are segmented based on their characteristics, interests, and behaviors. This segmentation allows marketers to create tailored content and messages for each group of leads.
  2. Lead Capture: Leads are captured through various channels such as landing pages, website forms, content downloads, or events.
  3. Automated Triggers: Once a lead enters the nurturing workflow, automated triggers are set up to initiate the sequence of communications. These triggers can be based on actions like form submissions, content downloads, email opens, or website visits.
  4. Welcome Email: The first communication in the nurturing workflow is often a welcome email. This email thanks the lead for their interest and sets the tone for further interactions.
  5. Content Delivery: Over the course of the workflow, leads receive a series of targeted and relevant content, such as blog posts, e-books, whitepapers, videos, webinars, and case studies. The content is designed to educate, address pain points, and provide value to the lead.
  6. Lead Scoring: As leads engage with the content and interact with the emails, their level of engagement is tracked through lead scoring. Lead scoring assigns values to different actions, helping marketers identify the most engaged and qualified leads.
  7. Progression: As leads continue to interact with the content and move further along the buyer’s journey, the nurturing workflow can adapt and provide more advanced and targeted content.
  8. Sales Handoff: When a lead reaches a certain level of engagement and meets specific criteria, they are deemed “sales-ready” and can be handed off to the sales team for further follow-up and conversion.
  9. Continuous Nurturing: For leads that are not yet ready to make a purchase, the nurturing workflow continues to provide relevant content and maintain engagement until they reach the decision stage.
  10. Measure and Optimize: Throughout the lead nurturing process, marketers continuously measure the performance of the workflow. They analyze open rates, click-through rates, conversion rates, and other metrics to optimize the content and timing for better results.

Lead nurturing workflows play a critical role in building relationships with potential customers, keeping the brand top-of-mind, and guiding leads towards making informed purchase decisions. By providing personalized and valuable content at the right time, businesses can increase the likelihood of converting leads into loyal customers.

 

Why Outsourced Sales and Marketing Works

Why Outsourced Sales and Marketing Works

Outsourced Sales Integrated Campaign

How Outsourced Sales and Marketing Works to Keep You Focused on What Matters Most

 

Goethe shared the maxim “Things which matter most should never be at the mercy of things that matter least.”

Vince Lombardi was a champion because he lived by the creed that “Success demands a singleness of purpose.”

And the greatest lesson Garry Keller learned when building one of the largest real estate agencies in the world in a little over a decade is this: “Multitasking is a lie…You can do two things at once, but you can’t focus effectively on two things at once.” In his book “The One” he makes a compelling and succinct argument for focus:

“Success demands singleness of purpose. You need to be doing fewer things for more effect instead of doing more things with side effects. It is those who concentrate on but one thing at a time who advance in this world.” He goes on to state, “Passion for something leads to disproportionate time practicing or working at it. That time spent eventually translates to skill, and when skill improves, results improve. Better results generally lead to more enjoyment, and more passion and more time is invested. It can be a virtuous cycle all the way to extraordinary results.”

How does all this impact sales and demand generation for your business? It appears to be a daunting challenge. Especially when we all know that no “one thing” works in isolation to generate qualified sales opportunities because:

  • Cold Calling stopped working on its own because buyers simply pick up the phone less.
  • Email marketing is a great and cost effective way to generate early stage leads, but the leads then need to be nurtured, then prioritized to maximize your calling budget.
  • Email spam filters are making it harder to deliver messages without following best practices.
  • You need systems expertise and best practices to get the most from your CRM and marketing automation platforms.
  • LinkedIn is still valuable, but requires more focus because it is becoming cluttered and pushed as a marketing tool after it’s acquisition by Microsoft.
  • Other social media platforms like Facebook and Instagram work until they don’t, and are slowly embracing PPC business models to compete with Google, which is driving up costs of acquisition.
  • For all these marketing channels you need a consistent flow of quality and substantive video and digital content to educate buyers, improve your visibility on search engines and to generate leads.
  • Finally, success requires that you don’t get distracted by what you could do. With the proliferation of social media adoption and content marketing, there are quite simply too many choices; we are all flooded with the latest “magic bullet” daily. These distractions can have us chasing our tails, thinking about what we could do vs. what we should do.

There are no new magic bullets. Generating sales opportunities still requires sharing your truth authentically with substantive content using multiple methods. You then need to have conversations with buyers that are interested in speaking with you.  And these fundamental tactics work best if they are done simultaneously. Success requires hard work, done consistently for an extended period of time.

As John Wooden, former UCLA basketball coach and owner of the most consecutive championships of any coach all time, puts it: “If you keep too busy learning the tricks of the trade, you may never learn the trade…I discovered early on that the player who learned the fundamentals of basketball is going to have a much better chance of succeeding and rising through the levels of competition than the player who has talent but doesn’t focus on developing fundamentals daily and was content to do things his own way.”

Picture12The challenge that many stretched executives face when they push through growth stages is, there are an infinite amount of things they “could” do to have a positive impact on their business.  And often the things they “could” do are more comfortable, sit in their core skill sets, more innovative and often more fun. As a result, the mundane (and frankly boring) fundamental tasks required on a regular basis for successful demand generation and growth start to slip through the cracks. At first, it happens occasionally. Long term some of these fundamental tasks are often neglected completely.

With all these moving parts, fundamental tasks and distractions, it’s no surprise executives and senior sales professionals trying to grow sales demand struggle. Lack of consistent focus on “should do” tasks creates inconsistent results, especially when the tasks are assigned to existing employees without the passion, experience or expertise.

Executives and employees often have the best intentions, but sales and marketing success requires a commitment a set of fundamental  demand generation tasks on a daily, weekly and monthly basis. For resources that are already stretched, these “should do” tasks quickly become interruptions and are reprioritized and turned into “could do” tasks.  And “could do” tasks are ignored for more primary responsibilities. Ultimately, demand generation is like athletic training – if you don’t put in the time, you don’t reap the benefits.

Because of distractions, inconsistent commitment to fundamental daily, weekly and monthly tasks, and a lack of focus, we see businesses across the country with great sales and marketing strategies, great stories to tell and great products, struggle to take sales to the next level.

When you work with an outsourced sales and marketing company, you can be confident and expect that your team will be passionately focused on one thing – putting qualified sales leads in your sales team’s funnel.

You can also expect that your outsourced sales and marketing team will focus on the following fundamental tasks on a daily, weekly and monthly basis.

Your Content Marketing Team – Will help you turn your thought leadership into substantive content in multiple formats including; Articles, Checklists, Videos and Webcasts that:

  • Can be used for email marketing and lead nurturing in your automation systems
  • Can be leveraged for SEO and PPC
  • Can be leveraged by business development reps and sales reps to use as part of their sales processes
  • Can be shared on social media

And that content will be created in the right formats and distributed consistently at the right cadence to meet your specific competitive needs.

Your Email Marketing Lead Generation Team – Will source the best lists from vetted vendors to produce targets and leads to feed the top of your sales funnel with leads that can buy or influence the purchase of your product.

Your Inbound Marketing Team – Will focus on your PPC, SEO and Social Media results.

  • Your PPC resource will track your results weekly, and analyze your results monthly, to optimize campaigns incrementally when possible to ensure you maximize your budget.
  • They will create quality content that Google and your buyers appreciate and consistently optimize it for specific keywords to help you climb in natural search when possible.
  • They will consistently distribute your content in social media channels for additional exposure.

Your Marketing Database Admin and System Technologist – Will keep your system optimized to produce sales results and make sure your automation and CRM systems are running smoothly, ensuring your automation tools are scoring and prioritizing effectively for your callers.

Business Development Reps –  Your first touch callers:

  • They will call prioritized leads with call volume targets on a daily basis
  • They will start to build helpful relationships with potential buyers
  • They will conduct pre-qualification calls for need and potential interest
  • They will ask for an appointment with a senior rep when it makes sense

Sales Reps/Managers – Will move and steward deals through the funnel on a daily basis.

  • They will stay on top of the hottest leads
  • They will qualify for needs, budget process and decision making process
  • The will schedule appointment with sales engineers and your team’s senior resources
  • They will manage deals through the sales process to closing

Account Managers – Keep the entire team aligned and “Account”able for hitting targets and milestones.

  • They will ensure calling and conversion targets are intelligently set and met
  • They will ensure callers are focused on prioritizing calls correctly
  • The will keep the marketing team on track and on time producing the right content and filling the pipe with new leads at the right cadence
  • They will manage the feedback loops with your executive team so the right insights are shared and the right pivots are recommended

As John Wooden put it: 

 “The star of the team is the team and it takes ten hands to score a basket. Time lost is time lost. It’s gone forever. Some people tell themselves that they will work twice as hard tomorrow to make up for what they did not do today. If they work twice as hard tomorrow, then they should have also worked twice as hard today. That would have been their best.”

An outsourced sales and marketing team will allow your team to focus on what they do best. Because an outsourced sales and marketing team will consistently focus on the fundamental daily, weekly and monthly tasks required for your demand generations success.

About Gabriel Sales

Gabriel Sales specializes in helping SMBs and Start Ups launch modern sales and marketing operations and build successful and custom best practice strategies to consistently generate sales qualified leads. To learn more about our outsourced sales and marketing services, we invite you to visit our outsource sales and marketing services page.

 

 

 

Selecting an Outsource Sales Company

Selecting an Outsource Sales Company

 

Many small businesses reach a point in their growth where the owner and/or founders of the small business have:

  • Established an effective business model
  • Have gained traction with a product or solution
  • Have run out of bandwidth to continue to both sell and run the company
  • Simply need capacity help and expertise to ramp their sales efforts

This is when many small businesses will start to evaluate if an outsource sales organization will make sense for their business and growth goals. They will measure this against the costs associated with hiring, recruiting, training, and managing their own team vs. going with an outsourcing company that can immediately build modern sales and marketing operations.

Once you have made the decision to outsource sales you will then have a variety of different types of companies to work with. This article will give you some less obvious tips to address what you should consider when making a final decision on what outsource sales company you should work with. In many cases, these issues are intuitive, but they should not be overlooked as a conscious part of your final decision.

Here are tips for selecting an outsource sales company

Decide what part of the sales funnel you want to outsource. Sales outsourcing can entail many functions. You can focus on new awareness campaigns, outbound lead generation campaigns, opportunity development, and appointment setting and closing.

Choose complementary sales partner. Once you have decided what stage of the sale funnel you want to outsource, it’s important to find the right fit. To short list, its important to understand what types of sales processes the outsource sales company has experience in. SaaS sales that can be completed online with no involvement from a sales rep requires a different type of expertise than more complex sales that require a sales rep to manage the transaction of the sale.  Short sales cycles function differently from sales cycles that are 90 to 180 days. Understand what type of experience the outsource sales company company has, to ensure you’re making the right decision on your sales partner.

What technology do they have experience using. One of the keys to long-term success is getting the right sales and marketing technology stack in place. At a minimum, this now requires a CRM and marketing automation technology to stay top of mind with buyers not ready to purchase immediately. It’s important to understand if the company will be:

  • Using systems
  • What systems they will be using
  • Will you have access to these systems during the engagement
  • What happens if the partnership ends – will they transfer the system or will the system go away?

Are they willing to start slowly and build gradually? Outsourcing all of your sales and marketing activity can be high risk immediately. Costs can quickly run into the hundreds of thousands of dollars if you staff marketers, lead gen reps and closers immediately. As discussed above, you should find out if the sales outsourcing company is willing to start with developing the front end of the funnel, and then as the volume of leads increases, are they willing to add resources as needed. This will allow your business to establish relationships and build the working rapport to grow the partnership organically within your organization.

How will you monitor and evaluate your progress? Once your sales outsourcing activities begin, depending on your sales cycle, it can take months or even a year to evaluate how many deals it produces to measure your true ROI. It is important to keep track of meaningful measurements prior to this to understand the relative short-term success or failure of your sales outsourcing strategy. It’s important to understand how and at what frequency your sales outsourcing will provide these metrics –  what they will be measuring and why?

About Our Outsource Sales Services

Gabriel Sales helps small business and start-ups build modern sales and marketing operations.

If you need assistance scaling your company’s revenue, building modern sales and marketing automation or just need to put more sales qualified leads in your closer’s sales funnel, Gabriel Sales may be able to help. To learn more about our approach to outsourced sales, we invite you to check out our sales outsourcing services page.

 

5 Reasons for Outsourced Sales and Marketing

5 Reasons for Outsourced Sales and Marketing

Outsourcing your company’s sales and marketing efforts is now a more mature and viable decision for many businesses in many industries. An outsourced sales and marketing solution  addresses the early part of your pipeline development. And for technology and professional services firms this is now more than a trend.  Outsourced sales and marketing is now mainstream.  Many business now understand when they outsource sales and marketing to generate qualified sales opportunities, their sales team will have a consistent flow of business, so they can focus their energy on closing deals and scaling account revenue. Here are some reasons for outsourced sales and marketing:

 

Outsourced Sales and Marketing Gets You to Market Faster

When you outsource your lead generation and development efforts, your outsourced sales and marketing company has all the best practices and resources available to get your team, your solution, and your sales story to market quickly.You save time because your team is hired and trained faster, which means your pipeline is growing.

Immediate Sales and Marketing Infrastructure

One of the keys to success in selling to the new digital buyer is technology to support revenue generation. This requires both experience and expertise – but it’s often overlooked by the decision makers. An outsourced sales and marketing solution provider will have both the experience and expertise of multiple implementations. More importantly, they will have professionals that run and manage these sales and marketing tools everyday. This means you will spend less time and money experimenting, and your team can focus on scaling your business and growing accounts.

Diverse Sales and Marketing Expertise

Companies who manage outsourced sales and marketing  team will be able to supply a blended team of sales and marketing experts. They will also have experience selling multiple solutions with multiple sales cycles and sales processes, giving you access to a diverse experience set, that will allow you to innovate faster.

Sales Reps with Experience

When hiring and outsourced sales and marketing team, they will know who to hire, how to motivate, and how to train your team to use the tools and effective selling techniques. This results in a better return on investment and a reduced sales cycle as your closers are focused on buyers most likely to buy.

An Alternative Sales Growth Strategy

Like any outsourcing solution, when you outsource sales, it can be a great option to erase the need for additional office space, capital, and management layer. It will also remove the soft costs of hiring and recruiting an in-house sales team. You can focus your internal sales budget on closers and your outsource sales partner will take care of the rest.

About Gabriel Sales Outsourced Sales and Marketing

Gabriel Sales provides sales consulting & outsource sales and marketing services to companies to help them build modern sales and marketing operation that continues to produce results. To learn a little more about our approach, how we can help, reasons for outsourced sales and marketing and how we help you build a sales and marketing revenue engine from start to finish, please visit our new approach to outsource sales page.

 

 

Sales Outsourcing – what parts of sales and marketing can be outsourced?

Startups and small businesses are always stretched for bandwidth. So startup and small businesses outsource multiple functions today like product development, bookkeeping and HR.  Eventually most companies will consider what sales and marketing functions can be outsourced.  Here are the 8 functions that can be considered for sales outsourcing and outsourced marketing.

Outbound Lead Generation

This is one area where a sales outsourcing and marketing company will help you gain quick traction.  They will have the database marketing, email marketing and outbound calling reps you need and will be able to turn them on in a matter of weeks. You will not need to invest in the recruiting, hiring training and management of this team.

Inbound Lead Generation

If you have a large audience to target this is an important part of any strategy.  Inbound leads are a combination of SEO, social media andSEM. One of the keys to inbound lead generation is a consistent effort and a constant monitoring of spend.  This is where an outside company that specializes in this one particular area can be a huge advantage to keep you on track.  It is also an area where the rules are always changing and most startups and small business will benefit from working with a company that lives and breathes inbound marketing all day and every day.

Buyer Development Reps

Buyer development reps are there to manage the leads that have been generated.  Not as senior as closers, they will be able to educate the buyer about what you do and qualify the leads for your sales reps and closers. Many sales outsourcing companies can provide this person as a part time resource until there are enough leads in your sales funnel to develop.

Sales Reps/Closers

Products and solutions are getting more specialized and more niched.  Because of this we believe it’s important for the executive of a start up to steward their business through the early sales efforts. There is critical learning for founders that can help define the solution and improve the product.  The executives will also learn more about the key selling points and direct feedback from customers will help them to position the company.

For startups (after those initial sales are closed) and for small businesses it then typically makes sense to hire a full time closer but only after you have a process for filling that closers funnel with deals.  We find that it the expense doesn’t make sense for a dedicated closer unless there are deals for them to close (i.e.. you won’t be able to hire top talent without providing a process to fill their sales funnel). This extra sales rep walking into a full funnel will accelerate your revenue and be a huge productivity and time saver for startup executives and small business owners.

Marketing Leadership Outsourcing

Marketing is now a requirement for any company.  Creating a marketing strategy that is aligned with sales is one area where sales outsourcing and marketing companies shine. Creating a marketing strategy hand in hand with a sales outsourcing plan will ensure that all your efforts are focused on driving the right deals into your pipeline.  A sales outsourcing and marketing company will give you the access you need to marketing strategy when you need it and will be able to scale back those costs once your sales outsourcing efforts are launched.  You should expect your sales outsourcing to provide a marketing leader to monitor the effectiveness over time and to optimize that strategy from time to time when necessary.

Marketing Technologist

You may need the part time support of a marketing automation and CRM specialist.   A sales outsourcing company will be able to provide this part time support.

Marketing Support

There are many different marketing tactics that will need to be managed; including database management, content marketing support and the day to day management of your marketing automation system. You will also need reporting on all of your efforts on a regular basis. A sales outsourcing and marketing company will be able to provide this support.

Sales Management

For most companies short term and long term success requires sales oversight. An outsourcing sales team will have senior oversight as part of their package. They will keep your sales lead generation and your callers on task on a daily basis and keep them focused on your revenue and marketing goals.

Sales outsourcing does not need to be an all or nothing proposition.  Most sales outsourcing companies will be able to provide a hybrid model if you have some of the team, talents and tools in house.

To learn more about how Gabriel Sales can help you craft a custom sales outsourcing and marketing team we invite you to check out our sales outsourcing service page.

When Sales Outsourcing Target an Ideal Customer Profile

When Sales Outsourcing Target an Ideal Customer Profile

As a sales outsourcing company understanding our clients Ideal Customer Profile is critical to:

  • Understanding what story your sales outsourcing and marketing team should be telling
  • Understanding how to tell this story
  • Understanding where your sales outsourcing and marketing team should focus their efforts

When you have a clear understanding of who you are targeting and why you are targeting them you sales outsourcing team will produce significantly better results on the back end.

What is an Ideal Customer Profile?

An Ideal Customer Profile is a process for you and your sales outsourcing partner to identify the buyers you should focus on for the best return from your outsourcing sales, marketing and lead generation investment.  As sales outsourcing company this is the first area focus on when we provide sales consulting during the launch of a client.  This area is critical because the leads you put into the funnel will have a downstream impact across the entire sales funnel.

Ultimately, an Ideal Customer Profile enables your sales outsourcing and marketing team to target your potential buyer based on hard criteria directly correlated to the type of company and specific buyer persona, such as:

  • Company revenue
  • Company employee count
  • Level where the decision will be made
  • Level where the decision will be influenced
  • Technology Adopted –  ERP, CRM, Social Media Platforms, Marketing Automation Platform, etc.

Your Ideal Customer profile should also include softer criteria:

  • Business Pain/Need
  • Psychographics – company culture, leadership style, corporate values
  • Education Level of Decision Makers – MBAs, MBAs from Ivy,  Under Graduate degrees

It is also important to know who you don’t want to sell to:

  • Are there decision makers or influencers who would feel threatened by the solution

The reason you want to start with this level of detail is so your company and your sales outsourcing partner will be fully aligned focused on:

  • Telling a powerful sales story to buyers that are most likely to transact
  • Creating the content and scripts necessary to tell this story
  • Focusing all your demand generation efforts on putting as many of these type of buyers into the sales pipeline in the most efficient and cost effective way possible.

We realize that this can all sound like a difficult task but as a sales outsourcing and marketing company we have the:

  • Frameworks to make this process frictionless
  • Access to the database subscriptions to make the market research and segmentation cost effective
  • And the experience building buyer persona’s to help stimulate insights from our clients they may not have had the time or bandwidth to uncover

To learn more about why we feel this approach to selling is the right solution for many businesses in this new buyer driven landscape we invite you to check out our sales outsourcing services page or our About Us section which details our sales outsourcing philosophy.