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Customer
Acquisition

Customer
Retention

Customer
Infrastructure

Inside Sales
Checklist

Sales Productivity Tune-UP

 

Ross & Ross International - Consulting
Customer Acquisition Program Checklist

Increase sales by next quarter! Take our one-page Survey to quickly determine the health of your Customer Acquisition (or Sales Lead) Program and Business Process. 

After your complete the Survey, give yourself one of the following grades.

A= Very Satisfied - Exceeding Sales Goals each Quarter & Want More
B= Satisfied - 100% of Quarterly Sales Targets & Want 150%
C= Needs Improvement - More Qualified Sales Leads Needed ASAP
D= Unsatisfied - Let's Evaluate NEW Ideas, Strategies & Programs

Contact Us TODAY if you want to discuss how a short-term project can increase your sales leads by next quarter.  Call 650-572-0102 or Click Here to Contact us

Customer Acquisition Program Survey

Grade
Your
Current Situation

Prioritize
Short-term
Need

     

Number of Prospects per Month by Marketing in CRM Database
Lead Generation e-Newsletters, Direct e-mails, Web Site Lead Generation, Direct Mail, Advertising, Literature Fulfillment, PR, Mail Lists, Webinars, Banner Ads, Trade Show Leads, etc.
 

Number of Pre-Qualified Leads per Month in CRM Database
Lead Reps or Outsource Service pre-qualifies all leads. e-mail addresses entered in database
 

Number of Qualified Leads per Month to the Sales Forecast
Senior Lead Reps or Inside Sales Reps Qualify Leads
 

Over Quota Sales Results per Month
Inside Sales Reps, Field Reps and Channel Partners Closed Sales Ratio
Increase Closed Sales
Increase the number of New Accounts
Increase total New Account Sales
Increase Average Sales per Customer
 

High Productivity due to Effective Infrastructure
CRM Software or Services, Web Leads, Computer Telephony, Increase Metrics and Reporting
 

Execeptional Customer Relationships & Satisfaction Ratings per Quarter
Establish a Customer Contact Schedule, Satisfaction Surveys, Reporting & Feedback Process
 

Motivated & Quality Professionals Ranked per Year
Coaching, Skills, Job Definitions, Compensation Plan, New Rep Training, On-going Training
 

 
 

Customer Acquisition Process

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