Lead Filtering and Assessment
Most lead management systems will have some intelligent methodology for filtering and assessing lead data into useful categorizations. There are a myriad of ways to accomplish this process and some of them may be specific to industries.
The following is a suggested list of possible functions:
- Data verification (i.e., telephone numbers, zip codes, address scrubbing)
- Fraud screening
- Data appending (e.g., appending third-party data such as credit, preferences, purchase history)
- Grading
- Prioritization
We talk on each of the above functions or part of Lead Filtering in our next post.
ref: Lead Filtering, Leadorganizer software, wikipedia
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