Sales Collaboration Lead Memo
To: [Sales Team], [Marketing Team], [Customer Service Team]
From: [Your Name], [Your Job Position]
Date: [Month, Day, Year]
Subject: Sales Collaboration for Upcoming Leads
This memo aims to establish a collaborative framework for the handling, nurturing, and conversion of upcoming sales leads. To optimize our lead-to-customer conversion rates, Sales, Marketing, and Customer Service departments must work in tandem.
Lead Sources:
Website Form Submissions: Handled by Marketing, Qualified by Sales
Cold Calls: Initiated by Sales
Customer Inquiries: Handled by Customer Service, Escalated to Sales
Social Media Channels: Managed by Marketing, Qualified leads passed to Sales
Collaboration Guidelines:
Initial Contact: Marketing is responsible for the initial nurture through email campaigns or social media interactions.
Qualification: Sales will qualify the lead based on budget, authority, need, and timeline criteria.
Onboarding: Customer service will assist in the onboarding process once the lead converts.
Communication Channels:
Slack Channels: #sales-leads, #marketing-updates, #customer-service
Weekly Meetings: Every [Day] at [Time]
CRM System: [Insert CRM Software]
Action Items:
Sales to initiate new CRM training for inter-departmental use.
Marketing to provide a list of upcoming campaigns for Sales to prepare.
Customer Service to create an FAQ for common customer questions during the onboarding process.
Please acknowledge the receipt of this memo and indicate your department’s commitment to the collaborative lead-handling approach.
Thank you for your cooperation.
Sincerely,
[Your Name]
Sales Templates @ Template.net
