Lead Qualification Process Diagram

Resource Overview

A tool to help you visualize what steps need to be taken to qualify a new sales lead in your CRM system.

Your Problem

You need to map out a repeatable process for qualifying sales leads in your CRM system.

Our Solution

We built the Lead Qualification Process Diagram to help you visualize what steps need to be taken to qualify a new sales lead in your CRM system.  There are different 'swimming lanes' depicting who is responsible for each step in the process including roles for Marketing Program Manager, Demand Generation Specialist, Inside Sales Rep, Account Executive, and Sales Manager.  This lead qualification process can be easily operationalized in a real CRM system to ensure no duplicate leads are created and new contact records are updated and added to existing accounts.

Key Benefits

  • Simple operational lead qualification process
  • Easy to edit to customize for your needs
  • Breaks down process steps by role
  • Save 4 hours of time formatting diagram
  • Defines steps for qualifying a lead

 

Microsoft PowerPoint Document

Estimated Time Required: 2 Hours

Skills Required: Business Process Mapping