B2C Trade Merchant - Using Sales Lion

How would a b2c trade merchant company use saleslion?

First, whats a b2c trade merchant? I define this as a financial retail shop that is targeting consumers (households and high net worth individuals). They are usually known for cold calling and trying to set up appointments and meetings to teach potential clients the value of investing, saving, and having a strategy for their retirement.

Ok, so how would Sales Lion get them more business?

1) define what they want more of? Leads, phone numbers, emails, seminar attendees? How does this business currently handle its incoming inquiries. This will then be what they target, a page to get more leads, or emails, or seminar attendees.

2) landing page creation - working together, we’ll create a page to convert visitors, get them to understand what you’re selling, and how to get involved.

3) drive traffic to this page - obviously this is important step, but we work with keywords, online advertising, and social media. Targetting the traffic you want.

4) incoming leads go to the saleslion lead management platform. Incoming leads are sent to the queue at the admin level. As an admin, they would assign the incoming leads to select sales reps.

The sales rep logs into their account and sees the new leads. they follow up via phone, email, or any other communication medium they prefer. As they move through the sales funnel, they assign these leads to different statuses. Once a lead closes, he/she (sales rep) closes it for the amount it went down for.