Marketing Automation, Reporting & Analytics, Technology Integration

Authored by Andrea Lechner-Becker April 14, 2014

Building A Revenue Model using Smart List

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Learn how to build out a simple revenue model. Using Smart lists and flow to control leads movement

A visual representation of the lead lifecycle

Improving our revenue model has given our company direction
Karole Dunfee

Get a visual representation of your lead lifecycle

This video will teach you the concepts behind using a revenue cycle modeler, how to define the smart lists and flows that move leads between stages, and how it relates to your business in terms of lead generation. This tool allows you to focus on conversion of leads from one stage to another along with the speed at which leads move through the model. Focusing on conversion of leads and velocity at which they move will improve your lead management and business results.

You’ll also learn how to:

  • Bring your lead lifecycle to life through a visual representation of your funnel
  • Build out a basic model with a success path and detours
  • Set SLAs for sales and marketing milestones
  • Define lead statuses

This video tutorial will teach you the concepts behind using a revenue cycle modeler, how to define the smart lists and flows that move leads between stages, and how it relates to your business in terms of lead generation. This tool allows you to focus on conversion of leads from one stage to another along with the speed at which leads move through the model. Focusing on conversion of leads and velocity at which they move will improve your lead management and business results.

Andrea Lechner-Becker

Chief Strategy Officer

Andrea Lechner-Becker brings a feisty passion for all things digital marketing and an awkward last name that almost rhymes but not quite. With years of experience managing various CRM and…

Instructed by Andrea Lechner-Becker

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