Contactually and Kixie webinar final may 5 2016
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Learn about the productivity enhancements that result from integrating a phone system with your CRM.
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Contactually and Kixie webinar final may 5 2016
- 1. May 5 2016 + present Turbocharge Your Sales with Phone & CRM Integration
- 2. Who am I? Greg Plum Director, Partner Marketing Contactually
- 3. And my co-presenter… Jeff Kuei Co-Founder Kixie.com
- 4. What’s on the agenda? • Quick overview of Contactually • Best sales practices using Contactually • Walk-through of how the Kixie team uses Contactually, including • The value of the Kixie integration with Contactually • Making the most productive sales calls • Live Demo of Kixie + Contactually • Q&A at the end
- 5. • We have a large audience and all attendees will be muted. • If you have any questions, please use the chat function in GoToWebinar — we’ll stop and answer questions throughout the hour. • We are recording today’s webinar. Check your email in the next 24 hours for a link to the recording. Things to keep in mind during this webinar
- 8. Follow Up! • Who should you be following up with to grow your business? • Never let any leads go to waste!
- 9. Contactually is Hungry For Data
- 10. The Phone is Your Friend
- 11. Supercharge Your Sales Process • Log all interactions (emails, phone calls, meetings) with contacts • Follow up with the best contacts ASAP. • New leads followed up within 5 minutes = 8X more likely to close. • Schedule a future activity with contacts • Add/remove contacts into the correct buckets
- 12. Better Together!
- 13. We all know following up is important, but nearly all of us drop the ball • It takes a lot of work and is generally time- consuming • The pay-off isn’t always immediate • People are probably going to slip through the cracks • Kixie picks up the ball for you!
- 14. Never Forget to Follow Up • Automically bucket missed phone calls from contacts
- 15. Follow Up with Right Leads • Automatically log all interactions (emails, phone calls, meetings) with customers • 1-click scheduling of a future activity • Automatically segment and bucket all new leads
- 16. Follow Up with Right Leads
- 17. Streamline Your Daily Tasks • Utilize the Contactually Dashboard to crunch through all your daily tasks
- 18. Now Let’s See This in Action!
- 19. So how do the best entrepreneurs use Kixie + Contactually? • Automatically organize & prioritize your list of business prospects • Automatically initiate a customizable follow-up strategy • Guide your daily actions to be consistent with contact goals that you set Use Contactually to: • Make and receive phone calls that sync automatically with Contactually • Schedule follow up activities with contacts • Keep track and follow up with missed phone call leads Use Kixie to:
- 20. Try us out for free! Visit kixie.com http://www.kixie.com/contactually.html To get your Contactually free trial account: https://www.contactually.com/invite/kixie
- 21. + Thanks! We’ll follow up in the next 24 hours with the recording