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Resources - Articles

As a member of the Sales Lead Management Association, you will have access to a library of resources that will help you do your job better and be more successful.

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SLMA logoReview the Results of the
2007 Sales Lead Management Survey

Benchmarking   (return to top of page)

Assessing Lead Source Effectiveness - Sales Benchmark Index
Case Studies / White Papers (return to top of page)
Online Sources of B-to-B Data: A Comparative Analysis - by Ruth P. Stevens & Bernice Grossman
Multi-Media Multi-Touch Channel Marketing Case Study - by Tom Judge - Instructor at Univ. of California Extension program and VP of Strategy & Business Development at Direct Marketing Partners
Multi-Media Multi-Touch Direct Marketing Case Studies - by Tom Judge - Instructor at Univ. of California Extension program and VP of Strategy & Business Development at Direct Marketing Partners
Multi-Media Multi-Touch Education Market Case Study - by Tom Judge - Instructor at Univ. of California Extension program and VP of Strategy & Business Development at Direct Marketing Partners
Sailing to Greater Sales - SafeHarbor Relies on PointClear to Navigate Choppy Sales Waters and Steer it Toward Higher Quality Leads
The Cure for Provider and Payor Pains - PointClear Helps Leading Health Information Company Convert Sales Leads Into Ready Buyers
Using ROI To Reduce Sales Cycle Time - by Glen S. Petersen,  GSP & Associates
Website Lead Generation for Efficient Successful Prospecting - by Engago Technologies ltd.
Check Lists & Job Descriptions (return to top of page)
B2B Sales Lead Success Checklist - by M. H. Mac McIntosh
Business Rules for Inquiry Management- By James W. Obermayer - Sales Leakage Consulting
Common Definitions Help Prospectors Meet Sales’ Expectations - By Barry Lieberman, Advantage Plus Marketing Group
Inquiry Management Job Description;  AKA: Demand Manager, Lead Manager, or Sales Lead Manager - Provided by the Sales Lead Management Association
Lead Management: The Company With the Best Process Wins - By Ruth P. Stevens
No Wonder Inquiry Management is Difficult - Look at the Departments Involved!
By James W. Obermayer - Sales Leakage Consulting
Sales Lead Management Association Inquiry Management Check List Version 1
Ten Point Phone Marketing Checkup for Lead Generation and Qualification - By Michael A. Brown
Common Mistakes   (return to top of page)

Common Mistakes in Fulfillment Packages- By James W. Obermayer - Sales Leakage Consulting
The Dreaded Qualified Sales Lead Deficit Syndrome- by Tom Judge - Instructor at Univ. of California Extension program and VP of Strategy & Business Development at Direct Marketing Partners
Three Types of Inquiry Management Programs  - By James W. Obermayer, Sales Leakage Consulting
Typical Points of Inquiry Leakage  - By James W. Obermayer - Sales Leakage Consulting
Cooperation Between Sales and Marketing  (return to top of page)
Do you Have a Sales Plan? - By by Phil Nasser, President, Sales Productivity Institute
Benchmarking: How to Keep Things Dynamic and Proactive - By James W. Obermayer - Sales Leakage Consulting
Cooperation Always Based On Self-Interest - By James W. Obermayer, Reprinted With Permission From BtoB
Sales and Marketing Can Love Each Other: Six Steps to Creating the Best Sales Leads - By Mark Friedman, Partner, Cerius Consulting Group
Sales versus Marketing: Bridging the Gap; Couples Therapy for Sales and Marketing - By Ruth P. Stevens
CRM (return to top of page)
Sales Force Automation - By Gilber E. Cargill Cargill Consulting Group, Inc  
Implementing a Successful Solution Selling System - by Phil Nasser, President, Sales Productivity Institute
Create a Communications Powerhouse with your Sales Force Automation/Customer Relationship Software - The Velos Group
CRM, Where is Your Customer and Your Relationship?- By Bill Rice, Founder and CEO of Kaleidico
From Poor to Perfect: 6 Steps to Launching a New CRM Application - By Patrick R. Cahill, Wellesley Hills Group
If your company is so unique, why is your Sales Force Automation software still “One size fits all?” - By Mark Friedman, Partner, Cerius Consulting Group
Increasing SFA/CRM Software Adoption Among Your Sales Force - The Velos Group
Sales Software - How To Determine If It's Pushing You Forward Or Holding You Back - by Patrick Cahill: Senior Associate, Wellesley Hills Group
Choosing the right software/vendor for managing your inquiries can be difficult and expensive – if you make the wrong choice.  We  help you save time and money in choosing a system both Marketing and Sales can use.  Visit Sales Leakage Consulting or call  714 998 1737. 
So, You're a Small Company and Don't Think Sales Lead Management and Sales Force Automation is for you? - The Velos Group
Fulfillment (return to top of page)
Four Steps To Solving The Biggest Problem With Most Presentations Produced By The Marketing Department - By Dave Paradi, www.ThinkOutsideTheSlide.com
Key to Great Inquiry Fulfillment - by Robert Bly - Freelance Copywriter and Author
The Literature Package - By James W. Obermayer - Sales Leakage Consulting
Inquiry Generation  (return to top of page)
Online Sources of B-to-B Data: A Comparative Analysis - by Ruth P. Stevens & Bernice Grossman
The Importance of Inquiry Generation - by Scott Buresh, Medium Blue
Making PR Accountability Second Nature - by Christel Hall, PRowrite Public Relations
If Revenue is the Issue, Why Do Presidents Reduce the Sales Staff? - By James W. Obermayer - Sales Leakage Consulting, Inc.

Generating Referral Leads - by Jay Hidalgo - Annuitas Group

31-derfully Simple Ways To Make Your Ads Generate More Inquiries - by Robert Bly - Freelance Copywriter and Author
50 Lead Generating Tips by Robert Bly - Freelance Copywriter and Author
Automating Demand Generation: The Power of "Factory Thinking" in Sales and Marketing How leading companies are using management techniques, traditionally applied to manufacturing, to optimize and accelerate the demand generation process. - by Eloqua
Be First in Mind: What Does It Mean to “Be First in Mind”? - By Lisa Cramer, Chief Sales & Marketing Officer for FirstWave Technologies, Inc.

The Business Case for Integrated Demand Generation How B2B Marketers Deliver Measurable Results - Elevating Their Companies and Their Careers - by Eloqua

Creating Opportunity in a Down Economy - By Robert J. Moreau, Executive Vice President in Charge of Sales, Marketing and Client Solutions for Rubicon Marketing Group
Five Elements of an Effective Website Landing Page: How to Turn Your Website into a Lead Capturing Tool:  - by Erica Stritch, Wellesley Hills Group
Inconceivable! – 7 Misconceptions about Professional Services Lead Generation - by Mike Schultz and John Doerr
Profiling Targeting and Segmentation - Lisa Cole-Paquin, Senior Vice President, Principal Marketing Strategist, Protocol B2B

Referral Programs to Increase Leads: How to maximize lead generation in a slow economy - By Chris Edwards, AdTrack, Vice President, Sales & Marketing

The Power of the Marketing Pyramid - by John Doerr,  President of Wellesley Hills Group
Top 10 Lead Generation Mistakes Made by Professional Services - by John Doerr,  President of Wellesley Hills Group
Website Lead Generation for Efficient Successful Prospecting- by Engago Technologies
What's Working in Lead Generation: How to Spend Your Time, Money, & Energy For the Best Marketing ROI in B2B Professional Services - by Mike Schultz , Publisher, RainToday.com
Research  (return to top of page)
Sales Lead Management Association 2008 Lead Management Practices Survey Results- by The Velos Group and the Sales Lead Management Association 
(PDF) Review the Results of the Fall 2008 Inquiry Management Study - by LEADTRACK™ and the Sales Lead Management Association
(PDF) May 2008 - Mid-Year Marketing Study - by BtoB Magaizine and the Sales Lead Management Association 
(PDF)2007 Sales Lead Management Survey Results- by The Velos Group and the Sales Lead Management Association 
ROI Reporting  (return to top of page)
Prove that your marketing-driven B2B lead generation is paying off - by M. H. "Mac" McIntosh
5 Essential B-to-B Direct Marketing Metrics - By Ruth P. Stevens
5 Key Event Metrics, And How To Apply Them!  - By Ruth P. Stevens
5 Proven Ways to Increase e-commerce Response - By Ruth P. Stevens
Business Rules for Inquiry Management - By James W. Obermayer - Sales Leakage Consulting, Inc.
Comprehensive Follow Up Planning is Essential by Susan Friedmann - CSP, The Tradeshow Coach
Lead Management ROI - by Dick Lee, Commissioned by Performark
Make Top-Down Support for a Stand-Alone Sales Prospecting Cycle Your Priority - By Barry Lieberman, Advantage Plus Marketing Group
Measuring B2B Lead Generation Campaigns - By John M. Coe, President, Protocol B2B
Show Me the Money Maximizing Tradeshow ROI - by Susan Friedmann - CSP, The Tradeshow Coach
Success is in the Numbers;  Base your campaign decisions on marketing math fundamentals - By Russell Kern
The Six Ways to Prove the ROI for Sales Inquiries - By James W. Obermayer - Sales Leakage Consulting, Inc.
Using ROI To Reduce Sales Cycle Time - by Glen S. Petersen,  GSP & Associates
When Will the Agencies Step Up? - By James W. Obermayer, Sales Leakage Consulting
Yes, You Can Convert Marketing Dollars Into Greater Sales and Profits - By Barry Lieberman, Advantage Plus Marketing Group
Sales Lead Management (return to top of page)

Are you concerned about a slowing economy and how it will affect your business? 
Contact LEADTRACK™ to learn how to optimize marketing investments with improved sales lead management and campaign effectiveness. In a down business cycle you must be
able to capitalize on every inquiry and justify all marketing programs.
LEADTRACK™ can help. www.leadtrack.com

10 Strategies for Effective Lead Distribution - By Bill Rice, Founder and CEO of Kaleidico
9 Steps to Convert Website Visitors into Leads - by Engago Technologies
Be Quick, But Don't Hurry. Sometimes a Rushed Response Can Waste Time and Money - by Chris Edwards, The AdTrack Corporation
Cashing in on Conferences:  Lead follow up is the key - by M. H. Mac McIntosh
Customer Personas:  Who’s Your Website Talking to? - By Erin Walker:Vice President of Products & Services and Resident Website Conversion Expert: Medium Blue
Effective Sales Lead Management Can Increase the Value of Your Company  -The Velos Group
Five Keys the Marketer Needs for Sales To Work Their Leads - By Chris Edwards: The AdTrack Corporation
Hibernate or Dominate? Unbearable news from the sales front! By Dan McDade, President of PointClear
Improve the Prospect Experience for Increased Sales - Check Your Sales Cycle Leverage Points to Maximize Value - AdTrack
Integrating Web Inquiries into your Sales Lead Management System - By Mark Friedman Partner, Cerius Consulting Group
Lead Management: The Company With the Best Process Wins - By Ruth P. Stevens
Lead Organizing is NOT Lead Managing - by Keith Burwell, Kaleidico Lead Management Software
Mobile Dictation:  Improving Lead Capture and Management By Eric Tippetts, www.mymobidic.com
Online Sales Leads Using Traditional Methods - By Erin Walker:Vice President of Products & Services and Resident Website Conversion Expert: Medium Blue
Optimizing Sales Leads: Moving Quickly From Inquiry To Lead To Closure - by Drew Stevens PhD, Getting to the Finish Line.
Sales Lead Management: It’s All About Long Range Sales Leads. - By Al Davidson, President and Owner of Strategic Sales & Marketing, Inc.
Sales Lead Management Systems: Will Marketing Get the Credit IT Deserves? -  By DR Anonymous
Sales Leads are a lot more like Fresh Fish than Fine Wine!! - By Mark Friedman, Partner, Cerius Consulting Group
Sales Stages: Funnel, Opportunity, Deal, or Pipeline - By James W. Obermayer - Sales Leakage Consulting
Seven Ways to Motivate Salespeople to Follow Up Inquiries - By James W. Obermayer - Sales Leakage Consulting
Survive and Thrive in a Recession - By Michael A. Brown
Ten Critical Success Factors to Turn Leads into Customers - by Jim LaBelle, President of LEADTRACK™ Software
The 7 Barriers to Cold Calling and Lead Follow Up - by Richard Erschik, President, Leads To Sales
The Velos Group Sales Lead Management Practices Survey Results -  Part 1 - The Velos Group
The Velos Group Sales Lead Management Survey Results - Part 2:  - The Velos Group

Choosing the right software/vendor for managing your inquiries can be difficult and expensive – if you make the wrong choice.  We  help you save time and money in choosing a system both Marketing and Sales can use.  Visit Sales Leakage Consulting or call  714 998 1737. 

Three Types of Inquiry Management Programs - By James W. Obermayer - Sales Leakage Consulting
Thriving In A Downturn Economy - by Lisa Cole-Paquin - SVP, Principal Marketing Strategist, Protocol Integrated Direct Marketing
Tighten Lead Management - Small Improvements Yield Big Results in Revenue and Profit - by Mike Schultz
Top Performing Companies Implement the Sales Lead Management Process More Effectively - The Velos Group
Website Conversion: Meet Your New Sales Rep - By Erin Walker:Vice President of Products & Services and Resident Website Conversion Expert: Medium Blue
Why Does Marketing Cost So Much? - By Gil Cargill - Cargill Consulting Group
Why Lead Theft Is A Myth - by Keith Burwell, Kaleidico Lead Management Software
Why Most Sales Lead Management Programs Fail Part 1 of 2-By Mark Friedman, Principal, Cerius Consulting Group
Why Most Sales Lead Management Programs Fail;  Part 2 of 2 - By Mark Friedman, Principal, Cerius Consulting Group
Sales Lead Nurturing (return to top of page)
21st Century Consumer - by John Trkla, President & CEO of Red Oak Marketing Group
Closed-Loop marketing - By Gilber E. Cargill Cargill Consulting Group, Inc  
Can you afford losing leads because you did not follow up on time? - By Kirtan Patel LeadOrganizer.net  

Do We Really Need More? - By Carlos Hidalgo, Partner, Annuitas Group

Close More Sales By ‘Seeing’ The Window of Dissatisfaction - By Craig Elias, Founder and Chief Catalyst, SHiFT Selling, Inc.
Keep Prospects Engaged over Long Sales Cycles with Effective Drip Marketing Campaigns - By Sundeep Parsa, VP of Client Services and Co-founder Market2Lead
Lead Generation, Secret Sauce;  Maintaining Multiple Contacts At Each Client Company Is A Proactive Step For Holding Leads - by Ronald Lang, President of Majestic Consulting Group, Inc.
Lead Nurturing, More Than Birthday Cards - By Bill Rice, Founder and CEO of Kaleidico
Lead Recycling:  Maximizing the Value of Every Sales Lead - By Howard J. Sewell
Shorten Sales Cycles … By Capitalizing On Trigger Events - By Craig Elias, Creator of Trigger Event Selling and Chief Catalyst, SHiFT Selling, Inc.

Split The Sales Cycle Into Two Critical Business Processes- By Barry Lieberman, Advantage Plus Marketing Group

What Do You Do When a Prospect Turned Over to Sales Is Not Ready to Buy?- By Barry Lieberman, Advantage Plus Marketing Group

What Sales Really Needs From Marketing - Seven Strategies to Get More & Better Prospects into Your Sales Pipeline, Author Jill Konrath  From her book, "Selling to Big Companies"  Paper is sponsored by Eloqua and Pragmatech Software
Sales Lead Qualification (return to top of page)
The Importance of Website Conversion - By Scott Buresh   Medium Blue - a search engine optimization company
How to End the Perpetual Sales vs. Marketing Conflicts - By Gilber E. Cargill Cargill Consulting Group, Inc  
Lead Scoring - In response, many companies are developing formal numeric lead scoring systems that will allow them to effectively qualify, route and nurture leads. - by Jay Hidalgo - Annuitas Group
Accelerating Demand Generation with Codynamic Lead Scoring - How to apply breakthrough strategies in lead scoring methodology and automation to increase top-of-funnel conversion rates. - by Eloqua
Building Customer Profiles; Know Your Customer and Increase Sales - The Velos Group
Building Smarter Landing Pages for Stronger Leads - By Julie Mason, General Manager, Kellysearch.com
Coding Marketing Inquiries to Track Sales Results - By Mark Friedman, Partner, Cerius Consulting Group
Converting Web Clicks into Clients: How to engage prospects throughout the buying process - By Julie Mason, General Manager, Kellysearch.com
Digital Body Language Reading and Responding to Your Prospects’  Buying Behavior in the Web 2.0 World - by Eloqua
Forget the ABC’s of Lead Scoring - by Lisa J. Cramer; Chief Sales & Marketing Officer, FirstWave Technologies, Inc.
Give Your Salespeople the Qualified Prospects They Can’t Wait to Meet! - By Barry Lieberman, Advantage Plus Marketing Group
Good Leads, Bad Leads - by Ronald Lang, President of Majestic Consulting Group, Inc.
How to Shorten The Sales Cycle - by Glen S. Petersen,  GSP & Associates
Marketing Qualification Stages - By James W. Obermayer - Sales Leakage Consulting
Not all Leads are Created Equal – the Value of Lead Scoring - By Mark Friedman, Partner, Cerius Consulting Group
Real-Time, Right Time-Selling Rapidly Sensing and Responding to Prospect Demand within Complex Sales Processes - by Eloqua
Sales Inquiries are Not Sales Leads: The Case for Qualifying Sales Inquiries - By Mark Friedman, Partner, Cerius Consulting Group
Sales Lead Programs—Another “Inconvenient Truth” - Produced By Performark; Written By Dick Lee
Sales Lead Programs—Putting The Shoe On The Sales Foot - Produced By Performark; Written By Dick Lee
Secrets of Trade Show Lead Management Quality Trumps Quantity - by Ruth P. Stevens
Scoring: A Leading Priority for Marketers - By LISA J. CRAMER, FirstWave Technologies Inc.
The Dreaded Qualified Sales Lead Deficit Syndrome- by Tom Judge - Instructor at Univ. of California Extension program and VP of Strategy & Business Development at Direct Marketing Partners
Think Beyond the Click: How to Build a Better Landing Page - By Julie Mason, General Manager, Kellysearch.com
Time to Rethink BANT; It ’s called lead generation, not purchase order generation, for a reason - by Russell Kern
Sales Management  (return to top of page)
Why Just Survive in a Recession When You Can Thrive- By Gilber E. Cargill Cargill Consulting Group, Inc  
Pipeline or Pipe Dream - By Gilber E. Cargill Cargill Consulting Group, Inc  
Fundamentals of Sales Management (for Entrepreneurs) I - by Philip Nasser, President www.salesproductivityinstitute.com
Fundamentals of Sales Management (for Entrepreneurs) II - by Philip Nasser, President www.salesproductivityinstitute.com
Social Media/Networking  (return to top of page)
How to Make Your Niche Follow You Anywhere - by Susan A. Friedmann,CSP
Nichepreneur
Telemarketing  (return to top of page)
Top 5 ways to leverage teleprospecting for high quality enterprise leads -By Denny Head eDemand Leads LLC all rights reserved. www.edemandleads.com
Call Them All—You Never Know Who Will Say YES! - by Dr. Gary S. Goodman, President Customersatisfaction.com Clientrelations.com
5 Elements of a Perfect Telephone Script - by Dr. Gary S. Goodman, President Customersatisfaction.com Clientrelations.com
Scripts Are Essential But You Need The Three T’s To Bring Them to Life! - by Dr. Gary S. Goodman, President Customersatisfaction.com Clientrelations.com
How to Make a Phone Script Sound REAL- by Dr. Gary S. Goodman, President Customersatisfaction.com Clientrelations.com
Multi-Media Multi-Touch Channel Marketing Case Study - by Tom Judge - Instructor at Univ. of California Extension program and VP of Strategy & Business Development at Direct Marketing Partners
Multi-Media Multi-Touch Direct Marketing Case Studies - by Tom Judge - Instructor at Univ. of California Extension program and VP of Strategy & Business Development at Direct Marketing Partners
Multi-Media Multi-Touch Education Market Case Study - by Tom Judge - Instructor at Univ. of California Extension program and VP of Strategy & Business Development at Direct Marketing Partners
Telephone: The most valuable tool for B-to-B direct marketers - By Ruth P. Stevens
Ten Point Phone Marketing Checkup for Lead Generation and Qualification - By Michael A. Brown
Ten Tips To Improve Your Phone Results - By Michael A. Brown, www.michaelabrown.net
Turning the Voice Mail Lemons into Lemonade - By Ruth P. Stevens, eMarketing Strategy
Trade Show Lead Acquisition & Management (return to top of page)

What's missing? Tradeshow Follow-up- By Jay Hidalgo, Annuitas Group.

3 Ways To Develop A Business Event Marketing Strategy - By Ruth P. Stevens
Are You Ready for Your Next Trade Show? - by the Velos Group
Associations Turn to Contractors for Latest Lead Retrieval Technology - By Chris Williams, Senior Vice President of Sales at CompuSystems, Inc
Developing Trade Show Objectives - By Matthew Hill, President, The Hill Group
Get the Most out of your Trade Show Investment- By Mark Friedman, Partner, Cerius Consulting Group
Pre-Show Promotion How to Quadruple the Results of Your Trade Show Marketing - by Ruth P. Stevens
Secrets of Trade Show Lead Management Quality Trumps Quantity - by Ruth P. Stevens
Telephone The Most Valuable Tool for B-to-B Direct Marketers - by Ruth P. Stevens
Trade Show Lead Gathering Systems and Lead Form Design - The Hill Group


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Review the results of the  2007 Sales Lead Managment Survey