Why You Aren’t Getting a Steady Stream of Financial Sales Leads « ledgerleads_blog

Why You Aren’t Getting a Steady Stream of Financial Sales Leads



December 26th, 2012

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financial leads, B2B telemarketing, lead generation, business leads, financial sales leadsBusinesses in the financial services industry may not be getting a steady stream of financial sales leads due to various reasons. One such reason is that their lead generation campaigns may not be working the right way. Another reason would be that it’s off-season and no one is really looking to pay for such services at the moment. No matter what the reason though, you still need to have a steady stream of incoming business leads to keep your company profitable.

Truth be told, high-quality financial leads are to be desired by companies in the financial services sector. However, getting a steady stream of those types of leads to flow into your pipeline is a difficult thing to do. So, what is the reason as to why you aren’t getting a steady inflow of leads into your pipeline?

One of the reasons could be that your financial lead generation campaign isn’t doing what it should be doing: generating leads for you. This can stem from numerous reasons, such as improper targeting factors and using the wrong lead generation tactics. When such a problem presents itself though, a company should turn its focus to fixing it as their valuable source of leads is at risk.

Here are some areas in your campaign to check on:

 

Check on your email copies and call scripts.

If you make use of email marketing and B2B telemarketing to generate financial leads, you may want to turn your attention to your email copy and call scripts. Both your copy and script may not be engaging and need to be revised to fit the current market trend. Making a slight change can actually affect your results, so you may want to try an A/B split test to see how your modifications help to improve results.

If you do use email marketing and B2B telemarketing, your email copy and call script are a good place to start.

 

Check on your penetration rates.

If you make use of the two methods mentioned above, then penetration rates matter to you. How will did your campaign do? Did penetration rates increase this year, or did they go down? Depending on what you find then it either means you are doing something right or wrong in regards to getting more financial leads.

 

Check on sales and marketing.

Is sales and marketing “getting along”? Do your sales and marketing teams have different definitions in when a financial lead is qualified? Sales and marketing need to be aligned in how they view a lead so that it becomes easier for you get leads into your pipeline as well as to get them moving along the sales process.

Do you have a universal lead definition in place? If you do, ask sales and marketing to meet and see if they have strayed from what their current ULD is.

When it comes to lead generation for financial leads, getting a steady inflow of leads can be prevented from happening when you neglect to check on your campaigns every now and then. Want to keep generating good leads for your business? If yes, do not neglect to check on the internal workings of your financial lead generation campaign.

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