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10/04/20

11:28

Post #: 43986875
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Originally posted by Vmk Research: ↑

Value... I confess a bias. I didnt love the N3 structure .. It seems an expensive way to generate leads to me.
I think the cost is worthwhile if they close as well , which I thought was original intention for smaller leads butif all they do is generate leads , that is very expensive .
In one meeting I heard them rave about N3 leads but I also heard the bottle neck was LVT's ability to close those leads with its salesforce. Leads get stale, so I think that balancing lead generation with sales completion capacity is important.

But I may be wrong and if N# generates high qualified leads that are easy to close then obviously it is money well spent. I would like to see some color on how effective N3 is, Clearly it led to a boost in sales in 2018/19 , when they went form sub 10 to 20 quickly. But its an expensive alternative to developing a really good partner channel.

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@Vmk Research
Yes this makes sense. A while back LVT talked about a 150m pipeline so it makes sense to cut back on N3 lead generation expense if LVT's team can't close as fast as the pipeline was filling up. Which gets to the real issue of NA sales. Are there enough well qualified leads to close (probably), is the enterprise sales cycle too long or can't NA sales close deals. Whatever it is, it needs fixing.

LVT Price at posting: 20.5¢ Sentiment: Hold Disclosure: Held
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