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Table of Contents

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Easily integrate web forms with Lead Liaison. Rename the name or ID fields as shown on this page. If the ID or name attributes cannot be changed then use our snippet of JS code to set the custom mapping as shown here.

Integrate Email Campaigns

Follow these directions to integrate your Clickback links with Lead Liaison. We suggest including email, company, and name attributes. We can also help you measure the true ROI of your investment in a 3rd party email system.

Add Email Plug-in

Add Send & Track for Outlook or Google here.

Create/Integrate Downloadable Content

Create content that “teaches” people something. Think about helping/teaching, and not selling, when you put together your content. Use Lead Liaison’s Trackable Content feature to identify most popular content pieces. 

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Think about a video explainer, testimonial, or other forms of educational content that can be used on your site. Use Wistia for videos. See the Wistia and Lead Liaison press release for more information. With Wistia, you’ll get business-level analytics and conversion tools, all of which are integrated with Lead Liaison, for better lead conversion and analytics. More info here.

Improve Sales & Marketing Collaboration

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  • Go to Users > All Users, click the gear and choose Alerts. Enable the Daily Lead Report for all relevant users. Consider setting up filters for each user and making the filter your Primary Filter so the user only sees what they care about.

  • Setup Fulfillment Actions to notify sales of visits to the most important web pages. 

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Develop an internal process around the data. Use our Org Type feature to categorize key prospective companies. Once identified, use our ZoomInfo integration (added investment) to find key contacts to send to sales.

Enrich Data for Better Insight

Enable social append.

Measure Marketing ROI

Use Reports > ROI > Lead Source / Campaign to identify which lead sources and campaigns produce the most leads for your business. ADLI could also get more insight into return on their Google Analytics campaigns (links with UTM parameters), as explained here.

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What's Next?

Use Marketing Automation to:

  • Nurture prospects on behalf of sales

  • Automate one-to-many posting on social media

  • Run static/dynamic segmentations to have continual lists built of the hottest prospects that meet specific criteria

  • Better qualify prospects through advanced lead scoring

  • Development of web forms and landing pages without the need to involve IT

  • Run sophisticated targeting and retargeting campaigns

  • Run responsive marketing campaigns

  • Automate their GoToWebinar event 1x per year

  • Build and send sophisticated emails with full tracking, all in one integrated source

  • Send multi-channel marketing campaigns using best practices for B2B sales (5 to 7 touches, using a combination of email, postcards, handwritten letters, text messages, and more).

  • Develop stronger marketing ROI

  • Capture and convert more visitors through compelling offers (SiteEngage) with engagement windows / popups

  • Build surveys for customers and prospects

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