Developing a Lead Management Strategy

FREE Lesson

Learn how to develop a strategy that sets your lead management up for success.

Includes
    5 Videos
    1 Quiz
    59 min
  • Contact Management
  • Contact Management
Lesson description
Creating a lead management strategy can feel complicated, especially when you're managing several leads in different stages of their buyer's journey. To get the most complete picture of how your leads move, you'll need support from both marketing and sales to develop an effective lead management strategy. In this lesson, you'll learn how to create an effective lead management strategy by aligning your marketing and sales teams.

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Instructors

Photo of Kara Susvilla

Kara Susvilla

Kara began her HubSpot journey working with a HubSpot Solutions Partner marketing agency. After leading the agency’s marketing team and running their local HUG, she’s excited to continue helping learners grow better as an Inbound Professor. Outside of work, you can find her tending to her plant jungle or watching NPR’s latest Tiny Desk video.

Photo of Kyle Jepson

Kyle Jepson

Principle Marketing Evangelist

HubSpot

Kyle teaches sales and CRM courses at HubSpot Academy. He is best known for his work on the HubSpot Sales Software Certification and the Sales Enablement Certification. He is the father of three children, the lucky husband of an equally lucky woman, and aspires to be the author of one of those paperback novels you see in grocery store check-out lines.

Photo of Mark Roberge

Mark Roberge

Mark Roberge is a Senior Lecturer in the Entrepreneurial Management Unit at the Harvard Business School. He teaches Entrepreneurial Sales and Marketing in the second-year MBA program and The Entrepreneurial Manager in the first-year MBA program. He is also the author of "The Sales Acceleration Formula: Using Data, Technology, and Inbound Selling to Go from $0 to $100 Million." The book describes how Mark, as SVP of Worldwide Sales and Services at HubSpot, led his employees to the acquisition…

Photo of Tracy Eiler

Tracy Eiler

Tracy has been driving marketing strategy at both cloud-based and traditional enterprise technology companies for 25 years. At InsideView, Tracy leads the end-to-end marketing strategy and initiatives. Tracy was recently named a B2B Demand Marketing Game Changer, is included in the Top 20 Women to Watch in Sales Lead Management, and in the Top 30 Most Influential Women in B2B Marketing Technology. She is the co-author of a business book (October 2016, Wiley), called Aligned to Achieve, about…

Photo of Josh Harcus

Josh Harcus

Josh Harcus is the founder of Hüify, an inbound marketing and sales agency. After observing the profound negative impact on revenue that disjointed sales and marketing teams create, Josh created an agency that did away with the practice of using the fluffy vanity metrics as a means for indicating success. Instead, Josh and his team focus on genuine, measurable, and attainable outcomes that help take Hüify’s clients beyond the stagnating threshold of mediocrity and into new levels of success for…

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