Prospectation and Lead Generation

Prospecting is the process of initiating and developing new business by searching for potential customers, clients, or buyers for your products or services. The goal is to move these Lead through the sales funnel until they are converted to customers.

Adding new leads to work with in NetSuite can be done in several ways

Dun & Bradstreet Connects

With Dun & Bradstreet Connects the users is given the opportunity to search for companies and contacts in one of Europe's largest customer/contact databases. Via a number of filter options the user can find companies and contact persons in different positions. The user marks the contacts they are interested in. If the user wants they can set sales rep, status, lead source and writes a comment before they hit the Import Selected button.

With this connector the sales rep will never be out of leads to work with.

CSV Import

CSV Import

  • Find new leads online - via google search

  • Arrange events or participate in different meetings

  • Buy a list from 3 party

Easiest way to get all those leads in to NetSuite is using a CSV import.

Online Forms

The best lead is the lead that comes to you. During the CRM Accelerate setup project we will make sure your company develops a strategy to get your visitors to give away their contact information. This is usually done via different magnets

  • Offer whitepapers in exchange for contact information - let the customer fill in an online form and when submitting the customer gets redirected to the whitepaper or get a welcome e-mail with the whitepaper attached.

  • Offer a discount code in exchange for contact information

  • Offer a trialperiod in exchage for contact information