Final answer:
Ursa Major Solar (UMS) should consider lead qualification criteria and sales and marketing alignment before setting up the lead conversion process.
Step-by-step explanation:
Before setting up the lead conversion process, Ursa Major Solar (UMS) should consider two important factors:
- Lead Qualification Criteria: UMS needs to clearly define the criteria for qualifying leads. This includes factors such as demographic information, level of interest, and potential for conversion into a sale. By setting up specific qualification criteria, UMS can ensure that they are focusing their efforts on leads most likely to convert.
- Sales and Marketing Alignment: UMS should also consider the coordination and alignment between their sales and marketing teams. A strong alignment will ensure that there is a seamless flow of leads from marketing to sales, with clear communication and hand-off processes in place. This alignment is crucial for maximizing conversion rates and efficiency.
Learn more about Factors to consider before setting up the lead conversion process