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Aided management in the development of a prospect/lead generation
program to incrementally increases sales. Produced a cost/benefit analysis on phase I of the project; developed
and implemented a lead classification system for prospects/leads to field
sales representatives.
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| • |
Designed
a standard process for the Client Relationship Center (CRC) service team
to deliver leads to field agents using a leads management tool. Developed
a lead classification system from the CRC service team to the field to
set the expectations of the field sales representatives; created
a process flow diagram to produce standard
operating procedures for CRC service representatives to follow.
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Researched
affinity marketing and recommended any possible implementation strategies,
concentrating on the middle market and tied to a major life event.
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Enhanced
existing relationship building tools with another middle market consumer
brand name, leading to increased persistency and potentially positive
referral activity.
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