Unkover your competitors’ Marketing Secrets
Say goodbye to wasting hours on competitor analysis by equipping your team with an AI-driven, always-on competitive intelligence platform.
Say goodbye to wasting hours on competitor analysis by equipping your team with an AI-driven, always-on competitive intelligence platform.
Stay Ahead with AI-DRIVEN Competitive Intelligence
Unkover is your AI-driven Competitive Intelligence team delivering critical updates about your competitors the moment they happen:
Track your competitors website changes
Why spend all day stalking the competition when you don’t have to?
With Unkover, you’ll know instantly when your competitors tweak their messaging or shake up their pricing. No more endless scrolling through their sites or second-guessing your strategies.
Let us do the heavy lifting for you, ensuring you’re always in the loop by notifying you the moment a critical change happens on your competitor’s pages.
Sit back, relax, and keep winning—Unkover makes sure you’re not just in the game, you’re always a step ahead.
Read your competitors emails
Companies love updating their customers and prospects about relevant news, product updates, and special offers.
That juicy info from your competitors? It’s yours too. Unkover will automatically capture all their emails and bring them right to your doorstep—accessible to your entire team, anytime.
[COMING SOON: Our fine-tuned AI will sift through these emails, extract key information and send them over to the best team within your org. Less noise, more signal!]
We hear you! Unkover’s goal is not to flood you with tons of data points that no one in your team will ever read. We gather competitive intelligence from thousands of data sources and use AI to highlight actionable information to the right team in your company.
Say goodbye to noise. We’re 100% signal.
ROADMAP
We’re excited to get Unkover in your hands as soon as possible and keep building the best competitive intelligence tool with your precious feedback. The roadmap for the next few months is already exciting, so take a look!
While we build and deliver, here’s our promise to you: as an early tester and customer, you’ll lock in an exclusive bargain price we’ll never offer again in the future.
Spy on your competitors’ full marketing strategy: social, ads, content marketing, email flows, and more.
Track competitive Win/Loss analysis and build battle cards. Get alerted at every pricing change.
Get immediate alerts when competitors announce new features or major releases. Identify strengths and weaknesses from online reviews.
Get the competitive intelligence you need where you need it: Slack, eMail, MS Teams, Salesforce, Hubspot, Pipedrive and more.
slack integration
Unkover’s Slack integration lets you keep your whole team up to speed with your competitors’ updates.
Join now to lock in an exclusive 50% lifetime discount
For startups and small teams, it’s the essential toolkit you need to keep an eye on a select few competitors.
Up to 5 competitors
50 pages monitored
10 email workflows
3-day data refresh
$39
/per month
$ 79
50% discount
Billed annually
For growing businesses, it allows you to monitor more competitors, pages, and email workflows.
Up to 10 competitors
100 pages monitored
20 email workflows
1-day data refresh
$79
/per month
$ 159
50% discount
Billed annually
For large companies, it is tailored to meet the needs of multiple teams needing granular insights.
Custom number of competitors
Custom number of pages monitored
Custom number of email workflows
Hourly data refresh
Custom price
Billed annually
When, exactly, should your marketing team hand off a lead to the sales team?
Not sure? If there’s any confusion around how to hand off leads, you’re likely losing out on a healthy amount of potential revenue.
The line between sales and marketing departments can sometimes be a little blurry (and a little competitive)—especially when it comes to time-sensitive and business-critical tasks like lead handoffs.
And the transfer between marketing and sales is definitely time-sensitive. It will have a significant impact on whether a lead eventually becomes a customer. Put simply, time kills deals.
Transfer leads too early, and your sales team will waste time with prospects who aren’t ready to buy and or are just not a good fit. Transfer to sales too late, you’ll likely end up losing deals to more timely competitors.
That’s why all your revenue-generating teams must work together to decide precisely when lead handoff should happen.
If they don’t know when to hand off a lead to the sales team, you can end up with lackluster customer acquisition rates, wasted time, and lost sales opportunities—whether that’s because the leads were handed off too early or too late.
It’s a fine line knowing when and how to transfer leads, and we can help you strike the right balance for your team.
Let’s dive in.
Marketing and sales departments will always be connected when they do their jobs well.
The marketing department will be responsible for attracting and generating new leads. They’ll then have a digital sales funnel to qualify leads better to identify high-value sales opportunities, which they’ll then pass on to your sales team.
The criteria for delivering MQLs should be evaluated continuously because your sales funnel requirements will need to adapt to your company’s changing needs as you grow and expand.
As leads move through that process, they’ll fall into the following categories:
Let’s see how to optimize the marketing to sales handoff and ultimately increase conversions by:
The importance of knowing when to hand off leads from marketing to sales can’t be overstated.
If you wait too long, you could end up with disengaged leads who don’t purchase when they otherwise might have. And if you hand off the leads too early, it can waste your sales team’s time, giving them a long list of leads that may not be a good fit.
We recommend taking the following steps to create a robust lead handoff process.
It’s so important that everyone on your team is on the same page about the terms and definitions used throughout revenue-generating functions and processes.
For example, “lead” generally means something different to Sales than it does to Marketing. That’s why many customer-facing teams use more precise terms to specify which type of leads specifically.
Of course, each business may have its own definitions for sales funnel stages and how to hand off leads. Your team will have to decide on the terms and criteria that make the most sense to you.
Does your sales and marketing team understand what’s expected of them regarding lead handoff? Do they both understand the sales funnel’s intricacies and the different lead qualification stages?
If not, send them this post along with a breakdown of what MLs, MQLs, SALs, and SQLs look like for your particular business model and digital sales funnel. This can make it much easier for your team to identify high-quality leads earlier and get them to the right team members at the appropriate time.
Lead scoring is the method of assigning points to contacts or potential prospects based on…
BANT is an acronym that stands for Budget, Authority, Need, and Timeline. It is a…
Lead qualification is a systematic process utilized by businesses to evaluate potential customers based on…
Anyone responsible for revenue knows that timing is crucial when it comes to landing new customers. According to Salesforce’s “State of Sales” report, 76% of sales professionals surveyed considered timing to have “an extreme or substantial impact on converting a prospect to a customer.”
To get that timing right, sales and marketing teams must identify the criteria that indicate readiness for the sales process and know when and how to hand off leads.
This is something that your team will need to research, and ideally, both the marketing and sales departments will work together to determine.
Knowing your ideal customer profile (ICP) can be a game-changer.
Each business is unique, which means that your ICP and target audiences will be unique.
Ebook
Ideal Customer Profile (ICP) Worksheet
Learn how to create an Ideal Customer Profile and build a successful sales strategy with this Ideal Customer Profile (ICP) Worksheet.
Common examples of indicators that many sales and marketing departments may use to assess the relevance and sales readiness of a lead include the following:
In some cases, only the people in certain positions will have decision-making power when it comes to making an actual purchase.
For example, it’s not uncommon for employees in junior roles to do initial research.
Although their role is essential and you need to engage with them, some companies may decide that a lead must be a CEO or VP level.
Of course, depending on your product, the junior staffer might be precisely the person you want. It all depends on your target personas.
If you’ve done an excellent job defining your ideal customers and markets, you’ll know which verticals are the sweet spot for your product.
Although there can be exceptions, it’s generally better to transfer leads to sales if the prospective company operates in one of the verticals your product serves best.
For various reasons, logistical, technical, and legal, some locations might not make sense to do business. If you’re offering a physical product, this can be even more important.
If you’re selling software, integrations or dependencies can be significant sales-readiness factors. Ensure that you can support the integrations your prospect requires.
Even if an MQL seems to meet all the other criteria, an inability to pay is a hard disqualifier.
You’ve probably noticed that, essentially, we are using a modified BANT (Budget, Authority, Need, and Timing) approach. We are just doing it earlier to deliver better leads to sales sooner. This is a core component of our Revenue Acceleration Manifesto.
This is a big one. Generally, a lead is “ready” for handoff when their interactions with your website, emails, and content are happening frequently and recently.
There is a ton of nuance here, including whether the interactions are with “high intent” content or not, what constitutes engagement, and reasonable recency and frequency thresholds.
This is a lot of data to sort through, so having the right tools in place can help. A strong CRM tool of your choice will be essential to collecting and tracking customer data. Contact scoring and analytics tools can also be a game-changer if they take into account the recency and frequency of your contacts’ engagement with your properties.
The reality is that baking recency and frequency into scoring models using traditional tools is challenging. Breadcrumbs can deliver that, and our models all account for recency, frequency, fit, and activity with different scoring model templates that are all entirely customizable.
Create your free Breadcrumbs account and hand off the right leads to your sales team today!
Overlooking the Sales Accepted Lead stage happens much too often.
SAL is the stage between MQL and SQL. It’s what we call a “handshake stage.” During the SAL stage, the sales team can take a closer look at leads to assess their actual quality against predefined criteria.
There will inevitably be the occasional false positives in the marketing funnel. Some leads that seem like they should go to sales based on set criteria might not be a good fit.
Ideally, leads will only be in SAL status for a very brief time. After being reviewed, likely by SDRs, these leads will become SQLs or revert to MQLs.
So far, this post has been about the criteria for qualifying sales leads.
But there certainly can’t be any qualified sales leads if there aren’t also qualified marketing leads at the top of the funnel.
That’s why the sales team needs to be involved with helping marketing define what should be an MQL and how to hand off leads that have a higher purchase intent. Sales can even work with marketing to help develop messaging that emphasizes the use cases and functionalities that they know from experience appeal to ideal prospects.
Customer Support/Success can be a big help here too!
The importance of the alignment between sales, marketing, and customer success/support cannot be overemphasized. This alignment is crucial; if there’s any disconnect between targeting, marketing qualification, and sales qualification, the entire value chain is compromised.
If you’re still stumped, check out our article on how to use your lead-generation process to create better buyer personas.
Once your sales and marketing teams have collaborated, list what criteria need to be met for contacts to be “upgraded” to the following lead status.
For example, users who fill out a lead form to access a free lead book are marketing leads.
Perhaps once they click on links in two emails and visit a landing page on your site, they become MQLs. Or maybe, for your business, they need to sign up for a free trial or check out a pricing page.
You get the idea.
Write down what fit traits (like job title, industry, and verticals) and what engagement activities (open emails, visit pricing page, request a demo, send an email) indicate that leads have moved from one stage to the next.
A formal and documented process means no guessing games are involved, and your team won’t miss high-quality leads.
Salesforce is one of the most high-powered sales and CRM-focused SaaS tools on the market…
Every good sales team needs a great customer relationship management (CRM) tool backing them up. …
Over the past decade, we’re sure that you’ve noticed that your marketing tech stack options…
The reality is that no process is guaranteed to be perfect on the first try. In fact, it’s very unlikely that this will be the case.
Maybe after working with your new documented process for a few weeks or months, you realize that you seem to be losing a niche of your target audience. For some reason, there’s a disconnect.
Maybe instead of waiting for users to complete a demo to be passed to your sales team, they need to be given to the sales department as soon as they sign up, so they engage with pricing content on your website.
You might need to adjust the fit or engagement criteria you’re looking for at different stages of lead qualification, essentially moving users slower or faster through the funnel.
Look at subscription numbers, conversion rates, and customer growth metrics. But above all else, look at revenue. Does your process seem to be driving more customers and sales? Is it leading to more revenue? If so, that’s a good sign, and if there’s a decrease, it means something needs to change.
After a few months with your new process, have your sales, marketing, and customer support teams sit down and look at the data. Are you targeting the right ICPs? Is your lead funnel working for your brand (and, just as importantly, for your leads)? Are there ways to optimize or improve it?
Together, you can decide to stay the course or optimize to find new potential opportunities to improve your lead funnel.
Lead handoff can be tricky, but it gets much easier with a clearly documented process, the right tools, and a strong understanding of how your team can use fit and engagement activity to qualify leads. And more importantly, it becomes a lot more effective.
Following the steps above will help you develop a tailor-made lead handoff process for your business, and since your sales and marketing teams will be at the head of development, they’re sure to find a system that works well for them.
Book your free demo of Breadcrumbs and up your lead handoff game today!
That’s a very clear explanation of the different lead stages & of the right moment to hand off leads to the sales team so that they are more likely to close the deal. With this in mind, the entire handoff from marketing to sales is going to be smooth and data-driven.
What I found particularly relevant was the general idea that the marketing to sales handoff is a process that needs to be constantly refined, optimized, and that this is mainly based on revenue.