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The Power of Customer Relationship
Management:
So Your Business Can Grow
Doug Skinner
honestintentions.com
Introducing Doug Skinner
honestintentions.com
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
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
Benefits of
Following Up
Source: watcharakun / FreeDigitalPhotos.net
honestintentions.com
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
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
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
Generate multiple streams of leads?
Do You Have a Strategy to:
honestintentions.com
Key Learning Point
“I need multiple lead generation
systems.”
honestintentions.com
What is CRM?
honestintentions.com
Source: ddpavumba /FreeDigitalphotos.net
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
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
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
Egg StageEgg StageEgg StageEgg Stage
honestintentions.com
Larva StageLarva StageLarva StageLarva Stage
honestintentions.com
Caterpillar Stage
honestintentions.com
Options for Email Marketing
honestintentions.com
Source: http://www.g2crowd.com/
Email Marketing Comparison
# of Subscribers Monthly Cost Notes
Express Pigeon 500
Free
$8.99
1,000 emails/mo.
Unlimited emails
MailChimp 2,000 Free 12,000 emails/mo.
Aweber 500 $19 1st month $1.00
ConstantContact 500 $15 Store 5 images, or $5/mo. more
VerticalResponse 1,000 Free 4,000 emails/mo.
Zoho Campaigns 2,000 Free 12,000 emails/mo.
iContact 500 $14
Traffic Wave Unlimited $17.95
honestintentions.com
Consistently offer valuable content?
Do You Have a Strategy to:
honestintentions.com
Key Learning Point
“I need an email marketing system so I
can offer valuable content.”
honestintentions.com
Quote
“Content is king, but marketing is queen,
and runs the household.”
– Gary Vaynerchuk, Social Media Brand Expert
honestintentions.com
Chrysalis StageChrysalis StageChrysalis StageChrysalis Stage
honestintentions.com
Source: http://www.g2crowd.com/
Options for CRM
Satisfaction
Scalability
honestintentions.com
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
Manage customer relationships?
Do You Have a Strategy to:
honestintentions.com
Key Learning Point
“I need a customer relationship
management system.”
honestintentions.com
Butterfly Stage
honestintentions.com
Why Zoho in Particular?
honestintentions.com
Email Integration
honestintentions.com
Promote on Social Media
honestintentions.com
Share content on social media?
Do You Have a Strategy to:
honestintentions.com
Key Learning Point
“I need to share content on social media.”
honestintentions.com
Other Zoho Integrations
honestintentions.com
Are You Getting Excited?
honestintentions.com
Are You Facing
These Challenges?
honestintentions.com
Ever Felt Like This?
honestintentions.com
Source: stockimages / FreeDigitalPhotos.net
We Have Good News . . .
honestintentions.com
Source: stockimages / FreeDigitalPhotos.net
Doug’s Special Offer: Email
doug@honestintentions.com
Subject line: “30 Minute Free Consult”
honestintentions.com
Mobile CRM
honestintentions.com
Mobile CRM
honestintentions.com
Setting Up Smartphone Zoho Is Simple
honestintentions.com
Questions and
Answers
honestintentions.com
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!
Thank You!
Doug Skinner
doug@honestintentions.com
510-769-7906
honestintentions
dougskinner
@skinnerace
skinnerace
honestintentions.com
Connect with me

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Power of CRM