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Lead Liaison's Briefcase provides unparalleled lead qualification capabilities for businesses. Sales people often times complain about 
"leads" coming from marketing teams. Sales tells marketing they are not leads, rather, they are contacts. Sales people have a reason to make this claim; 80% of marketers pass unqualified leads to sales. To make matters worse, 80% of leads marked "unqualified" will make a purchase within 18 months.  It's imperative businesses qualify their leads. Marketing can helps sales by using automated technology. Lead Liaison provides various lead qualification methods to solve this problem such as lead scoring, lead grading, buy signals, recency and total activity to calculate one value, priority. Now, sales people have a dashboard for their leads. Instead of sifting through a massive, database with no sense of priority they now have a single view for who's hot and who's not. Sales effectiveness has reached new heights.

Location

• Briefcase settings are located here 'Administration' > 'Settings' > 'Prospect Profiling'.
• Sales and/or marketers can view prospects in Briefcase by going to 'Sales' > 'Briefcase'

Features

Default View

Briefcase leads are sorted by Priority by default. Priority measures the number of items in the customer's briefcase for a given lead. 

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Briefcase Settings

Briefcase settings are located here:

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Here's an explanation of what each lead qualification parameter does.

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