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TUFFORD Presentation August 4, 2022.pdf

TUFFORD Presentation August 4, 2022.pdf

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Every company that saves client information has a responsibility to keep that information clean and tidy. Not only to save time and money, when staff try to access that information, but to prevent unnecessary contact to people who have recently lost someone or to stop sending letters or catalogues out to people are no longer at that address. Tufford Group helps companies keep their list tidy by reaching out, one friendly phone call or email at a time to make sure all contact information is correct and that the person wants to continue to hear from the company.

Every company that saves client information has a responsibility to keep that information clean and tidy. Not only to save time and money, when staff try to access that information, but to prevent unnecessary contact to people who have recently lost someone or to stop sending letters or catalogues out to people are no longer at that address. Tufford Group helps companies keep their list tidy by reaching out, one friendly phone call or email at a time to make sure all contact information is correct and that the person wants to continue to hear from the company.

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TUFFORD Presentation August 4, 2022.pdf

  1. 1. We Sort, Organize, and Update Contact Lists
  2. 2. The Problem • Almost every organization has a calamitous contact list or database. • CRM Systems can identify problems, exact duplicates, and issues – but can’t fix them. • The average list we encounter is 60% incorrect. Typical Scenarios - 23,000 Contacts - 15,800 were gone, retired, deceased. 12,000 Contacts - 9,000 had moved. 7,700 Contacts - 351 still active. The Solution • Our family business is the only company on the planet, that sorts, organizes and updates contact lists one gentle outreach at a time. • We transform various contact lists into living data, organizations can actually use. • The updated list will only contain people who are active and want to hear from you. OurElevatorPitch 2
  3. 3. The Dirty Little Secret of the Digital Revolution • People move, they change jobs, email, phone, they retire, and they pass away. • Organizations accumulate thousands of contacts but don’t have the time or resources to keep their lists up-to-date. Our gentle outreaches reconfirm interest in the organization; updates contact information, and any time-sensitive opportunities are forwarded back to the client. The Best Contacts - Are The Ones You Already Have • We find out who’s still alive, who’s still interested, and who’s a new opportunity. • It’s not a sales call. It’s not a robotic questionnaire. It’s allowing people a voice, gathering their input, and having it make a difference. • Every conversation is an opportunity to provide a quick update on what’s happening, identify potential problems, or to simply keep the organization top-of-mind. EveryOrganization-HasTheSameProblem 3
  4. 4. 4 ESGComponent Updating The Contact List Is The Right Thing To Do • Companies have a moral obligation to take what we do seriously. • A widow should not have to endure emails and letters addressed to a husband who passed away twenty years ago. No CRM system can tell you if “Harold” is still alive. • We provide an easy opportunity for people who don’t wish to receive mail or phone calls to be removed from the list. A Clean List Helps The Planet • Billions of pounds of paper, millions of trees, thousands of trucks, ships, and planes all part of a crazy process to get “stuff” to hundreds of millions of people who don’t want it or don’t live there anymore.
  5. 5. 5 WeSeePeople,NotData Our Outreaches Have Value • A person who feels part of the story tends to engage more and will recommend the organization to others. • Fixing the list and sharing the updated story is the objective, but it needs to be done within a framework of building and maintaining real relationships. • DATA HYGIENE - A clean list is a safer haven against cyber attacks. They pitch. We listen. • With over a million outbound calls behind us, most of our calls are well-received. • In an era of “artificial everything”, seniors especially, appreciate a call from a real person. Our Calls Are Real • Organic – Conversations are natural rather than rigidly scripted. • Responsive – Our people are seasoned, well-trained telephone professionals.
  6. 6. 6 ClientExample North American Trucking Company Over 100,000 Contacts carefully stored in a $400,000 custom built CRM system. The CRM system identified thousands of problems. However, no one could tell the CEO which contacts were still alive, let alone who still had the truck. One owner was re-entered as a new customer over three hundred times. This meant he was receiving over three hundred maintenance requests mailed to his home every month. Thousands of contacts had passed away many years before, leaving widows and widowers asking, “Why are we still getting things sent to us?” When the CEO asked, “How do we fix this mess?” The IT Manager responded, “Someone would have to call them all.”
  7. 7. 7 CustomizedAnalytics Behind the Scenes The picture above is a screenshot of what our callers see. From experience utilizing a casual approach, we know our calls produce a lot of valuable information, so every drop-down and field is completely customizable. Our clients receive detailed analytical reports for every contact.
  8. 8. 8 Summary&Security With Tufford Group, You’ll Get; • Friendly, Nova Scotia based telephone people who LOVE what they do. • Written reports on every conversation. • Genuine human connections between our people and your contacts. • A trusted partner that never sounds like a call centre. “Hi LaMont, this is Alex at Tufford Group. I just hung up the phone with Blake Lundin in Metairie, LA. He’s hoping to have a conversation about your organization and is expecting a call.” • We are insured for commercial and general liability, errors and omissions, and cyber security. • We work with several TSX, CSE, and NYSE listed companies where confidentiality and legal protocol is paramount. We hold ourselves to those same high standards with all our clients even if no legal or securities regulatory requirement exists. • Our record is absolutely spotless.
  9. 9. 9 Process 1. Signed NDA. 2. The Client provides the target list(s) - preferably in Excel. 3. We begin the task of de-cluttering & organizing the data regardless of condition. 4. We prepare a list of key contacts within the client’s organization. 5. We study the client’s website and latest news. 6. We create a Quick Reference Guide to answer basic questions. 7. We commence calling and we stay in touch with the client. 8. The client can choose to provide us with a corporate email address. 9. We individually email contacts who didn’t provide a telephone number. 10. We make the calls at suitable times, in most time-zones. 11. We provide a customized report on each successful connection. 12. The list gets cleaned up. 13. Everyone gets an update.
  10. 10. 10 ContactUs Sean Tufford (902) 818-8807 sean@tuffordgroup.com 2354 Rocky Lake Dr., Unit 3 Waverley, Nova Scotia, B2R 1R5 Brief History My dad, Ross Tufford started our original family business in 1958. I have been a senior officer, registered insider for multiple public companies. I made the decision to join the family business full-time in 2018. I should have done it sooner, because I love our team, and what we do. We only employ people we would invite to our house. We only engage companies we are proud of. You’re in good hands. That’s our name on the sign. DOZENS OF SOLID REFERENCES AVAILABLE

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