Attract and ACT - Introduction to Customer Relationship Management and Success with CRM Consulting Business Services

2. Social Media – new relationship building

3. Nurtured Based Integrated Marketing

4. Decision Dashboards

5. Trends and Take AwaysDick Wooden and Julie Cooper www.SuccessWithCRM.com

6. A question for your or someone you know: 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

7. What is CRM ‘really about’ A business approach that helps you acquire, developand 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”

8. What is ACT and why I need it

9. Need a Trusted System…...for Stuff

10. Knowing what to do, when….

11. Your Most Important Appreciating Asset

12. Who is communicating with my Contacts. When was that last contact made- by phone, meeting, or email?

13. Integration of Outlook Email with ACT contacts Outlook Toolbar to Save emails to Contacts in ACT 1. Attach email to existing contact in ACT 4. Attach email and its digital documents to any contact(s) in ACT 2. Create NEW contact in ACT from incoming emails 3. Create new follow up activity for an email contact.

14. Stay in touch with your client’s personal online profiles—such as their LinkedIn updates Social Media Integration Contact’s Website link pulls the URL automatically from the contact record Increase the tab size to see a larger view of the Website Get directions to their location 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!

15. Social Media: Up close & Personal

16. 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

17. 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

18. Stay “Top-of-Mind” with Prospects & Customers What are you doing that works the way THEY want to be contacted?

19. Empowering E-Marketing: Build a Profitable Relationship

20. 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

24. Marketing Results for a Contact Hot Prospect with reoccurring Interest

25. Decision Dashboards Track key information with new dashboards that give you at-a-glance snapshots of your customers, opportunities, and users. To make more informed, timely decisions.

26. Sales Opportunity Dashboard What’s in the Pipeline and when is the expected close. Track how opportunities move through pipeline to forecast revenue stream

27. 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

28. Relationships- People still buy from People Success with CRM is like BNI: Know-> Like-> Trust

29. Big Trends The merging of social media + CRM = social CRM Inbound, attraction, permission-based, 24/7/365 Marketing vs. Traditional interruption-based marketing Attract with remarkable content, collaborative shared communications and unique value proposition. 4. Make it easy for searchers and buyers to FIND you.

30. 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

31. 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

32. 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) Believer in BNI and business referrals

34. Inbound, E-Mail & Drip Marketing Consulting

35. Sage ACT! & SalesLogix CRM

36. Consulting, Implementation, Training & Support

37. One-on-one Coaching of Entrepreneurs

38. Facilitation of Peer-to-Peer Entrepreneur Alternative BoardsDick Wooden Phone: 574-206-5612 E-mail: Dick@SuccessWithCRM.com Julie Cooper Phone:574-607-7914 E-mail: Julie@SuccessWithCRM.com Office Phone: 269.445.3001

39. A question for your or someone you know: 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