5/13/2015. Document Scanning Sales Defining: Who, What, When, Where and How. About Us. Primary Service Area

Size: px
Start display at page:

Download "5/13/2015. Document Scanning Sales Defining: Who, What, When, Where and How. About Us. Primary Service Area"

Transcription

1 Document Scanning Sales Defining: Who, What, When, Where and How PRESENTED BY: WILL RUSS ONLINE.COM About Us Primary Service Area Greenville NC: Population 90K Pitt County: Population 175k mile radius 1

2 Competition Scanning Bureaus Record Storage Companies Shredding Companies Client s who choose to scan in house But also... EHR Companies Software Providers Content Management Systems IT Companies Copier/Office Equipment Vendors Who should you be targeting? determine you niche what kind of jobs are you able to take on? where are you currently finding success? small scale vs. large scale jobs what kind of jobs are right for your company determine potential markets Who should you be targeting? specialist vs. generalist saturate vertical markets share success stories reference others in their industry seek associations for industries you want to work in who else have you done work with keep it high level running list of big names customers close/contact info closer 2

3 Who should you be targeting? Are you following RFPs in your state? market indicators potential opportunities geographic qualifications Do your sales people know the purchasing agents that matter? hospitals universities government entities Are there companies out there that can compliment your service offering? Would a partnership with that company be an advantage? What sets your company apart? What doesn't set you apart... secure solutions cost effective been in business for 40 years 100 employees the best at what we do been doing this longer than anyone whatever it takes to earn your business manage your records more effectively the best customer service high customer satisfaction full service one source for all of your data management needs 3

4 What sets you apart from the competition? learn your competitors know as much about your competitors as you do about your product knowledge understand their pricing models most importantly know how to sell against it know the names of the contacts and companies in your market get your customers talking about experiences with the competition I m in the business of creating educated buyers address things client s should consider forecast challenges identify potential hidden cost provide apples to apples understanding the advantages of pricing models What sets you apart from the competition? needs assessment high level overview of everything inventory of the potential work only discuss the topic at hand differentiating yourself through your proposal presentation turnaround time are you ensuring that your decision maker is in the room have you provided enough information for a final decision maker to make an educated decision on your proposal providing options 3 options 3 price points does your proposal identify alternative options cost saving initiatives best practices listing alternative options and scheduling What set you apart from the competition? Who are you bringing to the table in your presentations? do you have thresholds is distance an issue for your client are you talking about the level of involvement that your team had in putting a proposal together The demo an investment or unnecessary expense? purpose process cost timeline manage expectations /proof of concept returned container due diligence 4

5 When to contact prospects? Where should your touches occur? fiscal year - when are your prospects discussing budgets? where are your touches occurring? phone face to face cold calls booking services associations speaking engagements Cold Calls Massachusetts Institute of Technology (MIT) Study 1. Thursday 2. Wednesday 3. Friday 4. Monday 5. Tuesday Wednesday and Thursdays were 50% more successful for calling prospects Thursdays were 19% better than Fridays Cold Calls 5

6 Cold Calls Lead Response Time Lead Response Time 6

7 Lead Response Time Where should your touches occur? What are you trying to achieve through your marketing efforts? build rapport create a story build familiarity within a particular market share success of others provide information become someone people look to for advice marketing I closed a major scanning job from our marketing campaign -said no one ever follow-ups sharing stories creating awareness How to present a winning solution Recognize the client s need capitalize on that need communicate your understanding of those needs to the client create a compelling case and bring to light things they may not have considered as being a need Demonstrate how you have solved similar problems share similar success stories of how you ve helped other clients don t sensationalize your success stories Pricing and Timing the goal of buying is value value is the difference between the benefit and the price provide a business case (costs, benefits, timing, and financial impact of your solution) get in early in the proposal process 7

8 How to present a winning solution Presentation format face to face GoToMeeting Additional Information Background Pictures Management Team Scope of Work Detailed Scope of Work Additional Cost Steps for implementation How to present a winning solution Communicate Innovation

Web based Marketing for Information Products

Web based Marketing for Information Products Web based Marketing for Information Products Adele Berenstein Aug 14, 2009 Copyright 2009 by Adele Berenstein 1 Who Am I Experienced Customer Satisfaction Executive with over 40 years experience in sales,

More information

Business Planning. Agent Business Plan 2007

Business Planning. Agent Business Plan 2007 Business Planning Most agents choose real estate as a career because they want to make more money and have more time. However, most agents when they first start out in the business take a serious cut in

More information

International University of Monaco 27/04/2012 14:55 - Page 1. Monday 30/04 Tuesday 01/05 Wednesday 02/05 Thursday 03/05 Friday 04/05 Saturday 05/05

International University of Monaco 27/04/2012 14:55 - Page 1. Monday 30/04 Tuesday 01/05 Wednesday 02/05 Thursday 03/05 Friday 04/05 Saturday 05/05 International University of Monaco 27/04/12 14:55 - Page 1 Master in International Business and Global Affairs - from 30 avril to 05 mai 12 Monday 30/04 Tuesday 01/05 Wednesday 02/05 Thursday 03/05 Friday

More information

International University of Monaco 21/05/2012 16:01 - Page 1. Monday 30/04 Tuesday 01/05 Wednesday 02/05 Thursday 03/05 Friday 04/05 Saturday 05/05

International University of Monaco 21/05/2012 16:01 - Page 1. Monday 30/04 Tuesday 01/05 Wednesday 02/05 Thursday 03/05 Friday 04/05 Saturday 05/05 International University of Monaco 21/05/12 16:01 - Page 1 Master in International Sport Business and Management - from 30 avril to 05 mai 12 Monday 30/04 Tuesday 01/05 Wednesday 02/05 Thursday 03/05 Friday

More information

Academic Calendar for Faculty

Academic Calendar for Faculty Summer 2013 Term June 3, 2013 (Monday) June 3-4, 2013 (Monday Tuesday) June 5, 2013 (Wednesday) June 5-6, 2013 (Wednesday Thursday) June 6, 2013 (Thursday) July 3, 2013 (Wednesday) July 4, 2013 (Thursday)

More information

FINAL SCHEDULE YEAR 1 AUGUST 18 22 WEEK 1

FINAL SCHEDULE YEAR 1 AUGUST 18 22 WEEK 1 YEAR 1 AUGUST 18 22 WEEK 1 TIME MONDAY (18) TUESDAY (19) WEDNESDAY (20) THURSDAY (21) FRIDAY (22) 11am 1 LUNCH LUNCH LUNCH LUNCH LUNCH 3 YEAR 1 AUGUST 25 29 WEEK 2 TIME MONDAY (25) TUESDAY (26) WEDNESDAY

More information

MATCHDAY 1 7-9 September 2014

MATCHDAY 1 7-9 September 2014 MATCHDAY 1 7-9 September 2014 7 September Sunday 18:00 Group D 7 September Sunday 20:45 Group D 7 September Sunday 20:45 Group D 7 September Sunday 18:00 Group F 7 September Sunday 20:45 Group F 7 September

More information

Marketing and. Welcome to. Selling Apprenticeships User Guide and Top Tips. peratraining.com

Marketing and. Welcome to. Selling Apprenticeships User Guide and Top Tips. peratraining.com Marketing and Welcome to Selling Apprenticeships User Guide and Top Tips These training resources have been commissioned and funded by the Education and Training Foundation Welcome to the programme! On

More information

Connecting and Keeping Customers: Strategies and Software for Small Businesses

Connecting and Keeping Customers: Strategies and Software for Small Businesses Connecting and Keeping Customers: Strategies and Software for Small Businesses Introduction Get closer to your goals by getting closer to your customers. You know that good customer relationships are critical

More information

Sales Call Success For Promotional Products Professionals

Sales Call Success For Promotional Products Professionals Sales Call Success For Promotional Products Professionals Copyright 2005 Rosalie Marcus, The Promo Biz Coach http://www.promobizcoach.com Five Steps To A Successful Sales Call 1. Target prospects that

More information

Sales Playbook AUTOMOTIVE

Sales Playbook AUTOMOTIVE Sales Playbook AUTOMOTIVE Contents: SECTION 1 1.1 The What 1.2 The Why 1.3 The Lingo 1.4 The Economy 1.5 The Seasons 1.6 The Playing Field SECTION 3 3.1 The Conversation 3.2 The Questions 3.3 The Goals

More information

John Terry Business Development Consultant, TeamLogic IT

John Terry Business Development Consultant, TeamLogic IT Are You Stuck With Stuck Deals? John Terry Business Development Consultant, TeamLogic IT Objectives At the end of this seminar you ll be able to: Identify the points in the sales system where stuck deals

More information

Partner Marketing Playbook. A guide to integrating the SharedVue platform into your existing marketing mix

Partner Marketing Playbook. A guide to integrating the SharedVue platform into your existing marketing mix Partner Marketing Playbook A guide to integrating the SharedVue platform into your existing marketing mix SharedVue Marketing Playbook foreword In a busy world of managing relationships with customers

More information

Public Relations Strategy Questionnaire

Public Relations Strategy Questionnaire Public Relations Strategy Questionnaire This questionnaire is designed to determine whether your company would be well suited for a Public Relations program and to help us identify where PR opportunities

More information

How To Manage A Focused Outreach Lead Generation Initiative

How To Manage A Focused Outreach Lead Generation Initiative Focused Outreach Lead Generation to Produce High Quality Leads and Raise Your ROI By Elisa Ciarametaro of Exceed Sales www.exceedsales.com Elisa Ciarametaro and Exceed Sales, Inc. Table of Contents What

More information

Trade Show Strategy Don t Leave Town Without It!

Trade Show Strategy Don t Leave Town Without It! Trade Show Strategy Don t Leave Town Without It! Prepared by: Tom Marx, President/CEO and Leslie Allen, PR Manager Whitepaper 2175 East Francisco Blvd., Suite F San Rafael, CA 94901 Phone: 415.453.0844

More information

Fast Start. Prospecting for Business and Open Houses. Fast Start

Fast Start. Prospecting for Business and Open Houses. Fast Start Prospecting for Business and Open Houses Fast Start Conversational Prospecting The Seven Second Presentation Will you do me a favor? I d like you to keep my card, and when you meet someone interested in

More information

Sample Medical Device 30/60/90 Day Plan

Sample Medical Device 30/60/90 Day Plan Sample Medical Device 30/60/90 Day Plan OBJECTIVE OF THE POSITION: Bring the Iowa and Nebraska territory of the Medical Products Company Urology Division to the status of #1 revenue producer in the United

More information

Best Practices. How to Turn Leads Into Sales. Powered by. About this document

Best Practices. How to Turn Leads Into Sales. Powered by. About this document Best Practices How to Turn Leads Into Sales Powered by About this document As part of our commitment to our valued customers this document was produced to help lead recipients attain the highest level

More information

Two Keys to Marketing: Success: Cold Calling & Prospecting

Two Keys to Marketing: Success: Cold Calling & Prospecting experience. insight. impact. Two Keys to Marketing: Success: Cold Calling & Prospecting This article appeared in OHR Tracker, Summer 1999. Author: Carolyn Merriman, president Warming Up to Cold Calling

More information

International University of Monaco 11/06/2012 09:27 - Page 1. Monday 30/04 Tuesday 01/05 Wednesday 02/05 Thursday 03/05 Friday 04/05 Saturday 05/05

International University of Monaco 11/06/2012 09:27 - Page 1. Monday 30/04 Tuesday 01/05 Wednesday 02/05 Thursday 03/05 Friday 04/05 Saturday 05/05 International University of Monaco 11/06/2012 09:27 - Page 1 Master in Finance - Hedge Funds and Private Equity - from 30 avril to 05 mai 2012 Monday 30/04 Tuesday 01/05 Wednesday 02/05 Thursday 03/05

More information

Driving Sales and Marketing Success with Video Analytics

Driving Sales and Marketing Success with Video Analytics Driving Sales and Marketing Success with Video Analytics Welcome & Introductions Your host for today s webinar: Carlos Perez Vice President Product & Marketing Envysion (303) 381-4790 cperez@envysion.com

More information

21 Reasons to join the CENTURY 21 System:

21 Reasons to join the CENTURY 21 System: 21 Reasons to join the CENTURY 21 System: 1. The Most Recognized Name in Real Estate CENTURY 21 continues to be the real estate franchise brand most recognized by consumers, and the real estate company

More information

BASIC LEAD NURTURE SEGMENTATIONS

BASIC LEAD NURTURE SEGMENTATIONS BASIC LEAD NURTURE SEGMENTATIONS WHY DO YOU NEED SEGMENTATION? Segmenting your audience, the act of dividing your leads into definable and actionable parts, is essential to your marketing success particularly

More information

MKTG CHAPTER. Lamb, Hair, McDaniel. Sales Promotion and Personal Selling. Designed by Amy McGuire, B-books, Ltd.

MKTG CHAPTER. Lamb, Hair, McDaniel. Sales Promotion and Personal Selling. Designed by Amy McGuire, B-books, Ltd. Lamb, Hair, McDaniel Designed by Amy McGuire, B-books, Ltd. MKTG 18 CHAPTER Sales Promotion and Personal Selling Prepared by Dana Freeman, B-books, Ltd. Advantages of Personal Selling Comparison Personal

More information

Get the most from your sales force Designing the right compensation plan

Get the most from your sales force Designing the right compensation plan Get the most from your sales force Designing the right compensation plan APRIL 2013 MARC WALLACE Life Sciences This pharmaceutical firm paid based on growth over previous performance Sales Commission Sustained

More information

Developing a Marketing Plan. Develop a strategic marketing plan to successfully grow your business and increase profits

Developing a Marketing Plan. Develop a strategic marketing plan to successfully grow your business and increase profits Developing a Marketing Plan Develop a strategic marketing plan to successfully grow your business and increase profits Learning Objectives At the end of this module, you will be able to: Understand the

More information

The Slide Presentation and a a Handout on Marketing and Lead Generation will be Available

The Slide Presentation and a a Handout on Marketing and Lead Generation will be Available Welcome to this Business Building Event for Roofing Contractors Get More Prospects to Say Yes in 2014. Closing Secrets and Tips Your Competitors Hope You Never Learn Content Created by Mike Jeffries Rivers

More information

Setup for Success. We encourage you to visualize the following when thinking about PipelineDeals three core concepts:

Setup for Success. We encourage you to visualize the following when thinking about PipelineDeals three core concepts: G E T T I N G S TA R T E D W I T H P I P E L I N E D E A L S Setup for Success We encourage you to visualize the following when thinking about PipelineDeals three core concepts: PEOPLE are your relationships,

More information

Effective B2B Selling. The Guide to Effective B2B Selling with Insights

Effective B2B Selling. The Guide to Effective B2B Selling with Insights Effective B2B Selling The Guide to Effective B2B Selling with Insights What this ebook is: It s a guide written to show professionals in Microsoft Dynamics CRM how to increase their productivity using

More information

7 Things. Marketing Playbook. Every small business can fix on their website in the next week to increase leads and sales. www.lesproctordirect.

7 Things. Marketing Playbook. Every small business can fix on their website in the next week to increase leads and sales. www.lesproctordirect. 7 Things Every small business can fix on their website in the next week to increase leads and sales. Marketing Playbook Introduction Increase Your Conversions Do you really want to increase your leads

More information

Selling to Healthcare Organizations

Selling to Healthcare Organizations Selling to Healthcare Organizations A study of lead generation best practices for healthcare information technology vendors The U.S. federal government s impact on the healthcare industry has never been

More information

Office for Finance and Administration Treasurer s Division Materials Management Purchasing Department http://www.fis.ncsu.

Office for Finance and Administration Treasurer s Division Materials Management Purchasing Department http://www.fis.ncsu. Office for Finance and Administration Treasurer s Division Materials Management Purchasing Department http://www.fis.ncsu.edu/materialsmgmt/ Campus Box 7212 2721 Sullivan Dr. Raleigh, NC 27695-7212 P:

More information

How to make the most of ebay Motors.

How to make the most of ebay Motors. autorevo.com 2013 Guide #06 How to make the most of ebay Motors. an ebay Motors guide by AutoRevo. Boost exposure and get more leads... With ebay Motors, even the smallest local dealer with a handful of

More information

16 Questions Sales Managers Must Ask

16 Questions Sales Managers Must Ask 16 Questions Sales Managers Must Ask Here are 16 critical questions sales managers should learn to ask their salespeople about any pending sale. If managers make a habit of asking these questions during

More information

International University of Monaco 12/04/2012 12:50 - Page 1. Monday 30/01 Tuesday 31/01 Wednesday 01/02 Thursday 02/02 Friday 03/02 Saturday 04/02

International University of Monaco 12/04/2012 12:50 - Page 1. Monday 30/01 Tuesday 31/01 Wednesday 01/02 Thursday 02/02 Friday 03/02 Saturday 04/02 International University of Monaco 12/04/2012 12:50 - Page 1 Master in Finance - Private Banking and International - from 30/01/12 to 04/02/12 Monday 30/01 Tuesday 31/01 Wednesday 01/02 Thursday 02/02

More information

Sales Management and Personal Selling (BUS 3115) Fall 2003 Detailed Weekly Schedule

Sales Management and Personal Selling (BUS 3115) Fall 2003 Detailed Weekly Schedule Sales Management and Personal Selling (BUS 3115) Fall 2003 Detailed Weekly Schedule Below are the topics we ll cover in each class. I highly recommend you read the assigned chapters and jot down your answers

More information

How Top Home Improvement Pros Boost their Bottom Line:

How Top Home Improvement Pros Boost their Bottom Line: How Top Home Improvement Pros Boost their Bottom Line: Manage and Track Your Leads to Win More Deals and Earn More Profit CONTENTS PART I: MISSING PUZZLE PIECES PART II: HOW TO NURTURE YOUR LEADS CONCLUSION

More information

Hoosit Manufacturing Company. Management System

Hoosit Manufacturing Company. Management System Management System Summary of Hoosit Management System and KPI s for Key Performance Indicators Profit & Loss KPIs Cash Flow Revenue Gross Margin Op Inc Sales Performance KPI s Cold Calls Made Appointments

More information

Army Arm Cat Ca e t ring Pr ogr ogr m a Implement Implemen a t tion The Live Fire Events

Army Arm Cat Ca e t ring Pr ogr ogr m a Implement Implemen a t tion The Live Fire Events Army Catering Program Implementation Develops the Core menu that embraces customers needs. Incorporating new software to track each garrison s catering operation EventMaster by CBORD the catering sales

More information

Social Media 101. The Basics of Social Media

Social Media 101. The Basics of Social Media Social Media 101 The Basics of Social Media Constant Contact 2014 Constant Contact 2014 2 Why are we here today? Constant Contact 2014 3 You are not alone 54% 57% of small businesses of nonprofits need

More information

MARKETING ROCKSTAR S. Guide to. Marketo. Learn How to Use Marketo Effectively from Day 1 JOSH HILL

MARKETING ROCKSTAR S. Guide to. Marketo. Learn How to Use Marketo Effectively from Day 1 JOSH HILL MARKETING ROCKSTAR S Guide to Marketo Learn How to Use Marketo Effectively from Day 1 JOSH HILL Marketing Rockstar s Guide to Marketo P a g e 1 Sales Insight Training for Sales Note: this section is for

More information

Table of Contents. Introduction 1. Insight, Planning, and Implementation Deliverables 2

Table of Contents. Introduction 1. Insight, Planning, and Implementation Deliverables 2 Deliverables & Benefits Definitions and Examples Richard C. Freed For Readers of Writing Winning Business Proposals Feedback Website 2009 Richard C. Freed Table of Contents Introduction 1 Insight, Planning,

More information

About Us. Auto Leads. Call Center B.D.C. Direct Mail Campaigns. Special Promotion. - Auto Leads Team. YourHotLeads.com CustomerTrack Platform

About Us. Auto Leads. Call Center B.D.C. Direct Mail Campaigns. Special Promotion. - Auto Leads Team. YourHotLeads.com CustomerTrack Platform Issue #1230b YourHotLeads.com CustomerTrack Platform Auto Leads Do you wonder where all the buyers are? Would you like to know every customer in your area who is actively looking to purchase a vehicle

More information

Website Design Checklist

Website Design Checklist Website Design Checklist Use this guide before you begin building your website to ensure that your website maximizes its potential for your company. 3 THING YOU SHOULD NEVER SAY ON YOUR WEBSITE (That I

More information

7 Good Reasons to Implement a Formal Win/Loss Analysis Approach

7 Good Reasons to Implement a Formal Win/Loss Analysis Approach 7 Good Reasons to Implement a Formal Win/Loss Analysis Approach By Jen Berkley Jackson The Insight Advantage 7 Good Reasons to Implement a Formal Win/Loss Analysis Approach Published by: Jen Berkley Jackson

More information

CRUSH WHITE PAPER HOW TO BUILD A KILLER STRATEGIC ACCOUNT PLAN. The guide every salesperson needs to read before creating a strategic account plan.

CRUSH WHITE PAPER HOW TO BUILD A KILLER STRATEGIC ACCOUNT PLAN. The guide every salesperson needs to read before creating a strategic account plan. CRUSH WHITE PAPER HOW TO BUILD A KILLER STRATEGIC ACCOUNT PLAN The guide every salesperson needs to read before creating a strategic account plan. CRUSH PAPER: HOW TO BUILD A KILLER STRATEGIC ACCOUNT PLAN!!

More information

Social Media Marketing for Small Business Success

Social Media Marketing for Small Business Success The Basics of Social Media Social Media Marketing for Small Business Success Social Media Revolution Constant Contact 2014 #ctctsocial @constantcontact http://youtu.be/0euel3n7fds 2 YOUR PHOTO HERE Catrine

More information

Buyer s Guide to. Survey-Based. Lead Generation

Buyer s Guide to. Survey-Based. Lead Generation Buyer s Guide to Survey-Based Lead Generation CONTENTS Introduction... 2 Challenge... 3 Solution- Survey-Based Lead Generation... 4-8 10 Key Attributes Introduction Selling technology solutions to successful

More information

How To Choose An Online Ecommerce Site

How To Choose An Online Ecommerce Site How To Choose the Right Ecommerce Provider for Your Business How To Choose the Right Ecommerce Provider for Your Business 2 As a small business owner, taking the leap from a brick-and-mortar store to a

More information

Retiring from the Family Business Last update: October 27, 2011

Retiring from the Family Business Last update: October 27, 2011 Summary Retiring from the Family Business Last update: October 27, 2011 If you are the owner or a major partner in a small business, your retirement concerns are more complex than most people s. It is

More information

HR Marketing Best Practices: Marketing PR that Works

HR Marketing Best Practices: Marketing PR that Works HR Marketing Best Practices: Marketing PR that Works HR Marketing Best Practices: Marketing PR that Works What s in your marketing plan for 2006? If you re not planning any updates or changes, are you

More information

Email Guide for Sales Prospecting Success

Email Guide for Sales Prospecting Success The is designed for anyone interested in sales, marketing and lead generation. We breakdown what your emails should contain and discuss what goals you should be looking to accomplish with your email communications.

More information

The Benefits of Outsourcing Lead Generation

The Benefits of Outsourcing Lead Generation Generating sales leads is the first and arguably the most important step in a company s sales funnel. Without generating high quantities of high quality leads, a business will never be able to convert

More information

Prospecting Scripts. 2 keys to success in Real Estate

Prospecting Scripts. 2 keys to success in Real Estate Prospecting Scripts 2 keys to success in Real Estate 1. TALK TO PEOPLE 2. ASK THE RIGHT QUESTIONS 1. Door-knocking or cold calling properties around a new listing (inviting them to a property preview)

More information

How to Implement Smart Lead Scoring

How to Implement Smart Lead Scoring How to Implement Smart Lead Scoring Jessica Meher Head of Enterprise Marketing HubSpot #INBOUND13 JESSICA MEHER @jessicameher Download today s slides at hubspot.com/leadscoring "There aren't enough leads

More information

Scope Of Services At Dataflurry Prospectus

Scope Of Services At Dataflurry Prospectus ------------- Scope Of Services At Dataflurry Prospectus Prospective Client Overview Overview Of Services Offered By Dataflurry To Increase Targeted Search Engine Traffic Overview Of Methodologies Used

More information

You Don t Know Jack* *Because not all buyer personas are created equal. 6 ways to really know the prospects you thought you knew already

You Don t Know Jack* *Because not all buyer personas are created equal. 6 ways to really know the prospects you thought you knew already You Don t Know Jack* *Because not all buyer personas are created equal 6 ways to really know the prospects you thought you knew already 2016 B2P Partners Not Jack Jack Ambassadors Wayne Cerullo Chief Prospect

More information

Persuasive and Compelling

Persuasive and Compelling Win More Business With Persuasive and Compelling Author: Greg Roworth B Bus (Acc) MBA What is the purpose of your website? For most businesses, a website has a number of objectives that may include generating

More information

Key CRM Benefits: The most compelling benefits of a successful CRM implementation include:

Key CRM Benefits: The most compelling benefits of a successful CRM implementation include: Customer Relationship Management (CRM) is a business approach that integrates people, process and technology to maximize relationships with customers Barton Goldberg, ISM, CRM Strategic Advisors. Most

More information

Trading Calendar - East Capital UCITS Funds

Trading Calendar - East Capital UCITS Funds Trading Calendar - UCITS s The table shows i) the days the funds will be closed due to holidays and ii) which days the funds have early cut-off times (11.30am Central European Time). Please note that the

More information

Selecting An EHR, Now What????

Selecting An EHR, Now What???? Selecting An EHR, Now What???? National Association of Rural Health Clinics Technical Assistance Call January 8, 2008 Presented by: Marian Weber, BSN, MA, CPME Grand Ledge, Michigan mweber@healthconsultingstrategies.com

More information

Marketing Concept. The Marketing Concept

Marketing Concept. The Marketing Concept Marketing Concept Ted Mitchell is a philosophy of business competition. We need to know what it is, what it assumes, and what it implies. What is it? holds that the key to achieving organizational goals

More information

Business Plan Outline

Business Plan Outline Business Plan Outline Submitted To: The Community Development Transportation Lending Services, Inc., CDTLS Insert your Business Logo Here (if you have one) Insert Your Business Name Here Phone Number Here

More information

101 things to turbocharge your real estate business

101 things to turbocharge your real estate business 101 things to turbocharge your real estate business How to make more money in less time and enjoy your life more Set new SMART (Specific-Measurable- Attainable-Relevant-Timed) daily, weekly, monthly and

More information

How to put the SiriusDecisions Demand Waterfall. into action using marketing automation

How to put the SiriusDecisions Demand Waterfall. into action using marketing automation How to put the SiriusDecisions Demand Waterfall into action using marketing automation 2 Formalize marketing with a proven framework Whether your company refers to it as the sales waterfall or something

More information

CRAFTING CONTENT TO BUYER STAGE TO INCREASE SOCIAL ROI

CRAFTING CONTENT TO BUYER STAGE TO INCREASE SOCIAL ROI CRAFTING CONTENT TO BUYER STAGE TO INCREASE SOCIAL ROI W hen it comes to social media, some businesses assume that posting content is the end goal, and having something posted every day, or multiple times

More information

SUCCESSFUL REMODELING SALES STEP - BY - STEP

SUCCESSFUL REMODELING SALES STEP - BY - STEP SUCCESSFUL REMODELING SALES STEP - BY - STEP FEBRUARY 5, 201 10:00 11:00 AM BILL SHAW // NAHBR, HOUSTON, TX LEARNING OUTCOMES Learn the methodology behind the sales process for remodeling jobs from start

More information

Backup and Recovery Plan For Small Businesses

Backup and Recovery Plan For Small Businesses Backup and Recovery Plan For Small Businesses Disclaimer: This article is intended to serve as an informational reference source. While the information is based on sound principles for backup and recovery,

More information

Trade Show Staff Training. Kevin England

Trade Show Staff Training. Kevin England Trade Show Staff Training by Kevin England Today s Trade Show Environment Setting Reasonable Objectives Managing Your Own Expectations Managing Visitor s Expectations Trade Show Selling Process Engage

More information

Your guide to cancer services in the North West London area

Your guide to cancer services in the North West London area Your guide to cancer services in the North West London area We re here for you Cancer is the toughest fight most of us will ever face. But you don t have to go through it alone. The Macmillan team is in

More information

CRM for Real Estate Part 1: Why CRM?

CRM for Real Estate Part 1: Why CRM? CRM for Real Estate Anne Taylor Contents Introduction... 1 Typical Challenges for Real Estate... 2 How CRM can Help... 3 Conclusion... 6 Introduction Some Real Estate organizations are still asking why

More information

Direct Mail. Winning Strategies. Direct-Mail Marketing

Direct Mail. Winning Strategies. Direct-Mail Marketing Direct Mail Winning Strategies Direct-Mail Marketing Your Essentials: A Good Scrubbed List - Companies that scrub lists - Management High-Impact Mail Piece Effective Negotiation Skills Page 95 Direct-Mail

More information

SALES ASSOCIATE PROFILE

SALES ASSOCIATE PROFILE CONTACT INFORMATION Name: Title: Years with company Years in sales Cell: Email: Annual Quota in $ Annual Quota in # of sales SALES INFORMATION Year to Date $ $ sales YTD Close ratio: Year to Date % of

More information

Supplemental Document 1. Facebook by Ad Objective

Supplemental Document 1. Facebook by Ad Objective Supplemental Document 1 Facebook by Ad Objective Learn how Facebook, as a paid media channel, will benefit your dealership. Facebook has emerged as a powerful tool for connecting auto dealerships to consumers,

More information

How to create a killer e mail campaign

How to create a killer e mail campaign How to create a killer e mail campaign How to create a killer email campaign When you start your very first outbound campaign (or even when you have already sent hundreds of messages), you need to keep

More information

Internet Leads: Managing and Responding

Internet Leads: Managing and Responding The Internet is playing a greater role than ever for consumers. Consumers have come to realize they can obtain information Quickly Efficiently Easily Affordably on the Internet According to NAR: One-third

More information

Social Care, Health and Housing Substance Misuse Team. How can we help? www.carmarthenshire.gov.uk/socialcare

Social Care, Health and Housing Substance Misuse Team. How can we help? www.carmarthenshire.gov.uk/socialcare Social Care, Health and Housing Substance Misuse Team How can we help? www.carmarthenshire.gov.uk/socialcare If you require this information in large print, Braille or on Audio please telephone 01267 228703

More information

How To Buy A Crm Solution

How To Buy A Crm Solution CRM Buying Guide: 7 Steps to Making a CRM Purchase Decision Updated - Winter 2006 PAGE TABLE OF CONTENTS 7 Steps to Making a CRM Purchase Decision 2 Introduction Step 1: Define Your CRM Requirements and

More information

INTRODUCTION TO SOLUTION SELLING

INTRODUCTION TO SOLUTION SELLING INTRODUCTION TO SOLUTION SELLING ABC stands for your company XYZ stands for the type of solution your client is looking for Prepared by: Eric van t Hoff, 19/09/02 The Sales Process takes a potential client

More information

Lead Generation Surveys

Lead Generation Surveys White Papers Lead Generation Surveys Effective lead generation in this landscape requires adoption of sophisticated technology and close interdepartmental alignment to execute proven strategic and tactical

More information

DEMAND GENERATION: And The Cold Call STAR-Pro Methodology

DEMAND GENERATION: And The Cold Call STAR-Pro Methodology Demand Generation DEMAND GENERATION: And The Cold Call STAR-Pro Methodology There s a new era in marketing. Did you notice the paradigm shift? Or more importantly, have you actively aligned your marketing

More information

Working the Direct Response Lead

Working the Direct Response Lead TARGETLEADS A Division of Senior Direct, Inc. 959 Ralph Hall Pkwy Ste 101 Rockwall, TX 75032 972-722-8356/800-723-5254 Fax # 972-722-2187 Working the Direct Response Lead How (and why) to work a direct

More information

Developing a B2B Lead Management Program

Developing a B2B Lead Management Program Developing a B2B Lead Management Program The lead management process begins with the generation of inquires. Once generated, inquiries will flow through a qualification and nurturing process to identify

More information

Getting a Driver s License in Massachusetts

Getting a Driver s License in Massachusetts Getting a Driver s License in Massachusetts Who needs to apply for a driver s license? * If you live in Massachusetts and you want to drive, you must apply for a driver s license in Massachusetts. Warning:

More information

How s The Market? Am I Focused on Attracting Listings?

How s The Market? Am I Focused on Attracting Listings? How s The Market? Am I Focused on Attracting Listings? What Do We Know? 14 year low on inventory 50 year low on new construction Pent up buyer demand International investors Off market transactions increasing

More information

COLD EMAIL TEMPLATE THE SECRET TO WRITING ONE EMAIL TO LAND A MEETING WITH ANYONE

COLD EMAIL TEMPLATE THE SECRET TO WRITING ONE EMAIL TO LAND A MEETING WITH ANYONE COLD EMAIL TEMPLATE THE SECRET TO WRITING ONE EMAIL TO LAND A MEETING WITH ANYONE You are about to learn how to write one short email that will land you a meeting with anyone. You will learn how to reach

More information

2010 Lead Generation Metrics Snapshot

2010 Lead Generation Metrics Snapshot Phone Works LLC is a Sales 2.0 implementation resource with proven results in increasing revenues while decreasing sales costs for our clients. Phone Works services include optimizing inside and field

More information

Is Your Business Ready For the Holidays? 7 Steps to Improve Your Online Holiday Sales

Is Your Business Ready For the Holidays? 7 Steps to Improve Your Online Holiday Sales Is Your Business Ready For the Holidays? 7 Steps to Improve Your Online Holiday Sales 2 7 Steps to Improve Your Online Holiday Sales Every year it seems as if the holiday decorations go up a month earlier

More information

Apartment Tool Kit How to Get People to Your Seminars. Copyright 2007-Karen Deis

Apartment Tool Kit How to Get People to Your Seminars. Copyright 2007-Karen Deis Apartment Tool Kit How to Get People to Your Seminars. Copyright 2007-Karen Deis Welcome to the apartment tool kit website and an interview on how to give an awesome 1 st time home buyer seminar and get

More information

Request for Proposal Internet Bandwidth

Request for Proposal Internet Bandwidth Douglas, GA Request for Proposal Internet Bandwidth E-rate Funding Year 2016-2017 December 2015 Page 1 INTRODUCTION and INSTRUCTIONS TO VENDORS The invites vendors to submit proposals in accordance with

More information

Louis Gudema: Founder and President of Revenue + Associates

Louis Gudema: Founder and President of Revenue + Associates The Interview Series - Presented by SmartFunnel Interviews of Sales + Marketing Industry Leaders Louis Gudema: Founder and President of Revenue + Associates PETER: Hello folks this is Peter Fillmore speaking.

More information

Anneke Seley Interviews David Satterwhite & Mark Hamilton. Aligning Sales and Marketing: A Conversation With David Satterwhite and Mark Hamilton

Anneke Seley Interviews David Satterwhite & Mark Hamilton. Aligning Sales and Marketing: A Conversation With David Satterwhite and Mark Hamilton Aligning Sales and Marketing: A Conversation With David Satterwhite and Mark Hamilton Anneke Seley, founder and CEO of Phone Works, is the coauthor of the best-selling book, Sales 2.0: Improve Business

More information

Courtesy of: VREB Virtual Real Estate Brokerage

Courtesy of: VREB Virtual Real Estate Brokerage Courtesy of: VREB Virtual Real Estate Brokerage Why Go Mobile? In today s world almost every industry is becoming more mobile friendly because of the huge increase in tablet and smart phone usage. The

More information

How to Break Down the Barriers Separating Sales Reps from Prospects and Bring in More Leads and Customers to Your Payroll Company Every Month

How to Break Down the Barriers Separating Sales Reps from Prospects and Bring in More Leads and Customers to Your Payroll Company Every Month How to Break Down the Barriers Separating Sales Reps from Prospects and Bring in More Leads and Customers to Your Payroll Company Every Month Plus: 3 Critical Areas Payroll Buyers Search & How to Dominate

More information

Day Marketer. Presented by: Kara Holder

Day Marketer. Presented by: Kara Holder Cloud Marketing On A Sunny Day: How To Evolve Into A Modern Day Marketer Presented by: Kara Holder OVERWHELMED WITH ALL THE NEW METHODS TO MARKET YOUR BUSINESS ONLINE? 2 What is Revenew and who is Kara

More information

10 Steps To Getting Started With. Marketing Automation

10 Steps To Getting Started With. Marketing Automation So the buzz about marketing automation and what the future holds for marketing in general finally got to you. Now you are ready to start using marketing automation and are not really sure where to start.

More information

Thursdays 7:00 pm 9:30 pm Wheatley, 1 st floor, Room 12

Thursdays 7:00 pm 9:30 pm Wheatley, 1 st floor, Room 12 COLLEGE OF MANAGEMENT University of Massachusetts, Boston Spring Semester, 2015 MBA-MGT 667 Entrepreneurship and New Venture Creation Dr. Benyamin B. Lichtenstein Thursdays 7:00 pm 9:30 pm Wheatley, 1

More information

A Sales Execution Strategy Guide for Technology Startups

A Sales Execution Strategy Guide for Technology Startups A Sales Execution Strategy Guide for Technology Startups Business is like war in one respect. If its grand strategy is correct, any number of tactical errors can be made and yet the enterprise proves successful.

More information

PRODUCT CATALOGUE. for. SMARTPHONE / WEBSITE / DIGITAL EDITION / BOOK / ipad / GPS

PRODUCT CATALOGUE. for. SMARTPHONE / WEBSITE / DIGITAL EDITION / BOOK / ipad / GPS PRODUCT CATALOGUE for This product catalogue has been downloaded from COSSD.com. Listed products/services and their descriptions are shown as supplied by the title company COSSD does not guarantee the

More information