Understand Lead Management: Turn Clicks into Customers

Scorpion helps you track new leads every step of the way so you can turn curious shoppers into regular customers.

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Get To Know Every Lead

Building strong customer relationships and earning return business requires a long-term investment. That means you must understand what your potential customers are looking for, so you can deliver the right information in the moments that matter.

More effective than your own sales team, happy customers not only increase your brand awareness but provide you with advocacy that you cannot get anywhere else. When you personalize your approach, you pave the way to customer satisfaction.

Scorpion helps you personalize your outreach with every new lead so you can stop digging for details and quickly start having the right conversations with your leads.

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Manage Your Lead Pipeline

Customers don’t just magically show up at your doorstep — you need to guide them along and show them the value of what you have to offer. You need a way to easily track and follow up on leads.

Guiding them through their brand discovery into a loyal customer isn’t quite like opening the floodgates and stepping aside. Each potential customer is on a different journey than another one and needs to be approached as such.

Scorpion helps you organize and view all your leads in one place so you can see the full context of every customer interaction — and close deals more quickly.

Cut Down On The Lead Management Noise

You put a lot of work into the marketing efforts that bring in new leads — but it’s easy to let them slip through the cracks.

Not only does getting your lead in the first place take time and effort, but you need to maintain that flow throughout the customer’s journey. If your focus is only on obtaining that lead, you risk losing out on maintaining the future sales they could bring. It may seem like a juggling act but help is available.

Scorpion helps you eliminate all the busy work and administrative tasks that take time away from you actually connecting and following up with new leads. We also help you weed through spam and bots so you focus only on the leads that will help your business grow.

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How to Get Started with Lead Management

What Goes into Lead Management?

Lead management would not be possible without first lead generation. Without leads, you would have nothing to manage. Lead generation comes about either from outboard sources (cold calls, advertising, email schemes) or inbound sources (social media, PPC, referrals).

Once you’ve started compiling your list from lead generation, it turns into lead management. But remember not every potential customer is created equal. Some customers will be considered sales qualified and ready to buy or sign up for your service. Others are still in the research phase.

Lead management allows you to know where each person is and how to nurture them into becoming a bonafide customer.

How to Get Started with Lead Management?

Once you've established (or captured) your leads, you move into cleansing your list. You want to make sure you only put time and effort into leads where the likelihood of them qualifying as a customer is high. For those that need very little nurturing because they are ready to buy, they go straight to the sales team. Others who need more resources or information, but still qualify as a good lead will go into the lead nurturing stage to receive follow-ups.

Start with a well-laid out marketing plan to build your brand presence and gain leads. Remember leads can come from many avenues, including referrals, email capture, social media engagement, and outbound efforts.

As your list grows, consider a software service such as Zoho or Salesforce to help manage your list on an analytical level. Marketing experts such as Scorpion can also maintain lead management if you prefer external support.

Tips to Help with Lead Management

Lead management can help your business grow by understanding better where your leads are coming from and how to connect more with them. Some things you should consider with lead management.


You should try to connect with the customers that fill out a form or try to call you within 15 minutes of that submission. Having speed be a part of your lead management goals will add credibility and trust to incoming customers and existing customers.


Training your staff to be friendly with your customers and actively try to help their needs will improve your lead management and improve the amount of leads that turn into customers. You can provide training, record calls for training, give awards for customer service, or find other ways to make sure it's a part of your culture in the service business.

Lead management:

Having a lead management dashboard to see where everything is coming in and how it ties to your marketing efforts can help you make sure you aren’t wasting your money.

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“Scorpion means to me that I can do my job better—that I can help families discover and trust Barlow Respiratory Hospital. And like a [patient’s] family member told me just this week, they help families sleep better at night knowing that their loved one is cared for.”
Julia Shimizu Director of Public Relations, Barlow Respiratory Hospital
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