Here’s an abbreviated version of my article: 8 tips for selecting a sales lead management service. Hope the ideas help.
1. Determine what your inquiry handling or sales lead management system must include.
2. Prepare a “wish list” of the features your lead generation programs will include if budget allows.
3. Put together a package of background information for each vendor being reviewed. Include literature about your company, products or services. Include samples of current inquiry response materials.
4. Share your numbers with the vendors.
5. Get a written proposal.
6. Tour the sales lead management service company’s facilities.
7. Check references of the sales lead management service.
8. Conduct a trial program.