Here you will find some great tips for keeping your lead generation management functioning smoothly:

Have Short and Long Term Goals for Leads - Establish the initial goal of contact and possible short-term income, but also work with them to establish a pattern of business. If they claim they can't work with you until the next fiscal year, then help them to map out a business plan with you starting next fiscal year. Don't be put off by a lack of immediacy; if anything, that gives you more time to prepare. Think of the things in the medium and long term, too.

Be Sure Staff Properly Maintains Contact with Clients - If necessary, put a limit on how many active clients they can call in a day. Make this limit high, as they will undoubtedly have issues with some of them, and encourage contact with existing leads first thing, so as not t let business go stale. A periodic call to check and see if they need anything or have any issues to report is a great way to grease the wheels and get them buying again.

Have a Known and Appreciated Staff Process - Make sure they know what each step of the process is supposed to do, and why it is important. If they have questions, answer them clearly. A salesperson who knows why they are doing something is more likely to put effort behind their actions. Also, a process helps to track progress as well as problems. If there is a breakdown when dealing with a lead, you can go directly to the established process and find out what went wrong. This can help to salvage the lead as well as play damage control.

Make Good Use of Database Software - If you have a list of clients, make sure it is available on a shared drive, and back that drive up often. Also, keep a printed record if possible. You never know when a company is going to lose its services for a day. If you are relying on a remote database like SalesForce and they happen to go down for the day, you may be stuck not knowing which clients to call and who was working what. Keeping written records along with the digital can help curve this for the short term.

Use Visuals - Programs like Project and Visio exist for a reason, and many sales people are visual learners. Having an actual chart for your lead generation process can help them understand what they should be doing. One thing that helps is to create a universally recognized chart that details out the entire process for everyone involved to see. Post it up in every cubicle and have it available wherever they go. Exposure will help with driving home the overall importance.