Step 1: Lead Pre-Qualification
Filtering out low-quality, irrelevant, and fraudulent leads is a must to keep your marketing pipeline healthy. With LMS Sync and the built-in iClear module, you can screen all form submissions against internal and external databases to verify the lead’s location, email address, and industry-specific details such as their credit score.
The idea behind real-time lead pre-qualification is that you accept high-quality leads and reject low-quality and potentially fraudulent submissions. However, if you want to proceed with lead distribution no matter what, you can run lead screening in the background.
Step 2: Data-Driven Lead Distribution
Once leads are verified, you can distribute them safely to a matching buyer within your Ping Tree architecture, either directly to a predefined buyer (Direct Post) or by running an auction (Ping Post), where multiple buyers place bids on the offered lead.
Step 3: Using Collected Data for Continuous Improvement
When the dust is settled – leads are distributed, and profits are made – you can analyze the collected data to zero in on your most profitable campaigns, leads, traffic sources, and partners. No less importantly, you can coordinate lead and call campaigns and send follow-ups to leads that didn’t convert on the first try with E-Delivery.