Resource for the following scenarios:
Accountability
Business Development
Business Planning
Demand Generation
Direct Sales
Global Partners and Strategic Alliances
Go To Market Strategy
Goal Driven
Highly Motivated
Lead Generation
Marketing Automation
Marketing Strategy
New Business Development
Opportunity Assessment
Partner Strategy
Product Management
Prospecting
Referral Selling
Sales Development
Sales Enablement
Sales Leadership
Sales Management
Sales Operations
Sales Processes
Sales Velocity
Selling and Closing Sales
Social Selling
2014.12.12
3. What I’ll Cover Today
• Benefits of Following Up
• Lead Generation
• Organizing Leads with a CRM System
• Why You Need a CRM System
• Using Email Marketing Systems to Keep in Touch
• CRM Systems – the Barely Good to the Excellent
• Integrating CRM Systems for Greater Reach
honestintentions.com
4. Quote
“You don’t close a sale, you open a
relationship if you want to build a long-
term, successful enterprise.”
– Patricia Fripp
honestintentions.com
6. Quote
“Your top of the funnel content must be
intellectually divorced from your product
but emotionally wed to it”
– Joe Chernov, VP of Content, HubSpot
honestintentions.com
7. Stage 2: Qualify or Convert
Stage 3: Customer
honestintentions.com
Relationships are built on trust.
Trust drives revenue.
Content builds relationships.
Stage 1: Capture Leads
Sales Professionals Agree in Three Stages
8. Sales Mountain
honestintentions.com
1. Lead Generation
2. Appointment Setting
3. Trust and Rapport
4. Identify Customer Needs
5. Share the Benefits
6. Close – State Offer
7. Objection Handling
8. Follow Up
9. Referrals
2
1
3
4
5 6
7
8
9
Source: Eric Lofholm International
12. CRM Basic Terminology
• Cloud based
• User/License
• Logging into CRM
• Administrator – having privileges on an account
• Module
• Field
• Lead
• Contact
• Account
• Potential
honestintentions.com
Source: ddpavumba / FreeDigitalPhotos.net
13. Why Do You Need a CRM System?
honestintentions.com
Track
Relationships
Sources:
cooldesign /FreeDigitalPhotos.net
jscreationzs / FreeDigitalPhotos.net
sippakorn / FreeDigitalPhotos.net
Follow Up
Measure
Sales
14. Bus Cards and
Rubber Bands
Spreadsheets,
Outlook Contacts
Email Campaigns,
Contact Manager
CRM
Sales/Marketing
Automation
CRM SystemsCRM SystemsCRM SystemsCRM Systems ––––
the Barely Good to the Excellentthe Barely Good to the Excellentthe Barely Good to the Excellentthe Barely Good to the Excellent
honestintentions.com
25. CRM Comparison
# of Contacts Monthly Cost Notes
Nimble 3,000 Free 1 user, 5 deals
Zoho CRM 5,000 Free 3 users
Salesforce Unlimited $5/user 5 users, no lead module
MS Dynamics No data $15/user Storage may be extra
Act! No data $269 one-time 1 user
Goldmine No data
$1,695 1st year,
$430 renewal
3 users
Sugar 15gb storage $35/user
honestintentions.com
44. Would You Like a Free Copy of this
Presentation?
honestintentions.com
You will be receiving a
follow-up email with details
about how to access the
slides and a recording of
today’s webinar
Free copy available for 60 days only!