Lead to Revenue Management

Every prospect has a journey to become a customer, and that journey should touch how you operate every dimension of your business.

So, are your finances being informed by your customers’ journey?

Lead to revenue management from ChoiceFinance helps you identify how your customer’s story begins so you can shape how it impacts your bottom line. Through in-depth analysis of revenue sources throughout the customer lifecycle, we help you to accurately track what dimensions of your customers’ experiences are contributing to your growth.

Matching Lead Sources to Revenue

As a small business owner, you’ve probably made an investment in marketing your company, but determining how much marketing is contributing to sales is a challenge.

Where did your lead begin?

To understand your customer’s journey, you have to begin at the source. That’s where ChoiceFinance comes in.

We track your revenue from the source to help you determine what marketing and business tactics are contributing to your growth. From there, we can clearly define the typical customer journey, identifying the touchpoints that transform prospects into clients.

By matching lead sources to revenue, you will be able to determine the return on investment (ROI) for all your marketing and sales investments.

Understanding the Customer’s Journey

The goal of lead to revenue management is to a) clearly define your customer’s journey b) optimize each step of that journey to generate more revenue and c) understand the ROI of each campaign.

So, how do “read” your customers’ journey?

Understanding your customers’ journey is all about interpreting data — sales data, revenue, business analytics and more. At ChoiceFinance, we connect small businesses with tools to collect in-depth customer data, and we interpret that data through easy reporting and personal meetings.

Why ChoiceFinance

When you partner with ChoiceFinance for lead to revenue management, it’s like adding a new member to your team. Not only will we equip your small business with the tools to better track your revenue, but we’ll also help you discover what those findings mean.

You’ll work alongside seasoned financial professionals who truly care about your success.

Ready to get started?

Contact us today for a free consultation.