Integrated Lead Management Strategy

Core Terminology & Concepts

Term Definition Application
YVH Yakima Valley Hops - Digital-first e-commerce platform Focuses on self-service and digital engagement
HAAS John I. Haas - Legacy sales-driven organization Specializes in high-touch, relationship-based sales
MQL Marketing Qualified Lead - Shows interest through marketing engagement Digital engagement, content downloads, webinar attendance
SQL Sales Qualified Lead - Ready for direct sales engagement Demonstrated buying intent and meets qualification criteria
PQL Product Qualified Lead - Actively using product features Self-service platform usage, sample orders, technical inquiries
ABM Account-Based Marketing - Targeted enterprise approach Strategic accounts requiring coordinated marketing/sales effort
BANT Budget, Authority, Need, Timeline - Qualification framework Used by HAAS SDRs for lead qualification
SDR Sales Development Representative - Initial sales contact Qualifies leads and routes to appropriate sales channel
AE Account Executive - Manages sales process Handles qualified opportunities through to close

Lead Flow Visualization

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Integration Best Practices

1. Digital-First Approach (YVH Strengths)

• Automated scoring based on digital engagement metrics
• Self-service enablement for SMB craft brewers
• E-commerce optimization for repeat purchases
• Digital content and resources for technical support

2. High-Touch Sales (HAAS Strengths)

• Relationship-based sales for enterprise accounts
• Technical consultation for complex requirements
• Contract negotiation and custom solutions
• Strategic account planning and growth

3. Hybrid Model Benefits

• Seamless escalation from digital to human touch
• Shared customer intelligence across platforms
• Unified view of customer journey
• Optimized resource allocation based on account value