Introduction to Customer Relationship Management Dick Wooden and Julie Cooper www.SuccessWithCRM.com What is it and why its important to me Social Media – new relationship building Nurtured Based Integrated Marketing Decision Dashboards Trends and Take Aways Attract and ACT!
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Introduction to Customer Relationship Management
Dick Wooden and Julie Cooper
www.SuccessWithCRM.com
What is it and why its important to me Social Media – new relationship building Nurtured Based Integrated Marketing Decision DashboardsTrends and Take Aways
Based on what you have seen or heard today, what is a concern or opportunity that you would like to know more about?
Please sign up for our Business Success with CRM
Blog with strategies and tips for achieving success
when
The HOW is not always evident……..
www.SuccessWithCRM.com
What is CRM ‘really about’
• A business approach that helps you acquire, develop and retain profitable customers.
• A unified, trusted system of people and processes enabled by technology.
• The Relationships between people: leads, prospects, customers, clients, employees, vendors, partners, management.
“We are in the People and
Relationship Building Business”
What is ACT and why I need it
Need a Trusted System…...for Stuff
Knowing what to do, when….
Your Most Important Appreciating Asset
Who is communicating
with my Contacts.
When was that last contact made-
by phone, meeting, or email?
Integration of Outlook Email with ACT contacts
Outlook Toolbar to Save emails to Contacts in
ACT
1. Attach email to existing contact in
ACT
2. Create NEW contact in ACT from
incoming emails
3. Create new follow up
activity for an email contact.
4. Attach email and its digital documents to any contact(s) in
ACT
Social Media IntegrationStay in touch with your client’s personal online profiles—such as their LinkedIn updates
Perform an instant Google search—right from the Contact record!
Even add new websites—like Hoovers, Twitter, or ESPN if your customer is a sports fan—essentially have complete Internet browsing capability within ACT!
Increase the tab size to see a larger view of the Website
Contact’s Website link pulls the URL automatically from the contact record
Get directions to their location
Social Media: Up close & Personal
• After 1st contact = 2% of sales are made• 2nd contact = 3% of sales• 3rd contact = 5% of sales• 4th contact = 10% of sales• At 5th – 12 contact = 80% of sales are made
Also:• 87% of all leads are never pursued= follow up failure.• 48% of all sales leads that are pursued are dropped after
the first call/meeting. Need to place on a nurturing campaign with reminders to ”Stay Top of Mind.”
Need for a Plan and a proven Process
Nurture Based Marketing: E-marketing
• Benefit:− Generate actionable demand with end-to-end e-marketing that
intelligently and automatically reaches out to your contacts and delivers results right to the contact record. Extend your REACH and remain “Top of Mind” when they are ready to Buy.
• Features:− Mass e-mail send to contacts, groups, companies, or lookups− Drip-marketing campaigns to send e-mails over time− Customer surveys− Results harvested into call lists integrated with ACT! or Sage
SalesLogix
Stay “Top-of-Mind” with Prospects & Customers
What are you doing that works the way THEY want to be
contacted?
Empowering E-Marketing: Build a Profitable Relationship
Drip “Nurture” Marketing for Results• E-Mail Marketing – A Good Start• Electric Newsletter with Content links - Better• Use targeted surveys - measure desire, qualify• Drip Marketing Campaigns – Even Better• Rank Responses & Call - Prioritize on most Interest• Assigning Calls – Delegate• Integrated with CRM Database – Keeps It In Sync• Targeted follow up• Automatic - Repeat
Marketing Results for a Contact
Hot Prospect with reoccurring
Interest
Decision DashboardsTrack key information with new dashboards that give you at-a-glance snapshots of your customers, opportunities, and users.
To make more informed, timely decisions.
Sales Opportunity Dashboard
What’s in the Pipeline and when is the
expected close.
Track how opportunities move through pipeline to forecast revenue stream
Business Coaching & Entrepreneurial Board Facilitation
• TAB- The Alternative Board − Business facilitation of peer-to-peer entrepreneur boards− Strategic Business Leadership one-on-one coaching.
• Strengths discovery and enhancement − for doing more of the work you enjoy and are GREAT at doing.
• GTD- Getting Things Done approach − for regaining control when needed and obtaining perspective for
needed focus.
• Helping business people work ON their business instead of just IN the business.
• Change Perspective, Improve Business, Enjoy Life
Relationships- People still buy from People
Success with CRM is like BNI: Know-> Like-> Trust
Big Trends
1. The merging of social media + CRM = social CRM
2. Inbound, attraction, permission-based, 24/7/365 Marketing vs. Traditional interruption-based marketing
3. Attract with remarkable content, collaborative shared communications and unique value proposition.
4. Make it easy for searchers and buyers to FIND you.
Make it Easy to Be Found• Dynamic Web site – constantly updating of content
− (SEO: on page and off page)
• Business Blog – build expert status and inbound links• Create remarkable, valuable content• Social Media – create your profiles
− Linked In, Facebook, Twitter & those used by your prospects
• Social Networking participation− Commenting on Blogs in your industry− Linked In - Questions and Answers− Facebook - Discussions− Twitter tweets− Other Community Forums
Take Aways
You need to have a Marketing Mindset to Grow a successful business.
− Attract with remarkable content and unique value
proposition.− Make it easy to Be Found: Inbound, Internet &
Nurtured marketing − ACT on your prospect requests, follow up, engage
with value (87% follow up failure)− Do GREAT work You enjoy− Get referred, build Trust
Good a Referral for us is:• Small to medium business owner or manager
− 5 – 300 employees− 100K - 80M in annual revenue− Local to Great Lakes geography
• A business focused on skills and business growth.• A business that is engage with technology• A “customer-focused” business culture.• Industries:
− Business / Professional services: (CPA’s, IT, Legal)− Distributors- dealer networks− Manufacturing: Discrete products or paint/chemical/food− Non-profit (Community organizations, churches)