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CRM
Strategies
Your Company Name
Acquisition Strategy Plan
This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
▪ Sales Force
Automation
Sales
▪ Advertisement
▪ Social Media
Marketing
▪ Seo
▪ Blogs
Driving Traffic
▪ Lead Generation
▪ Lead Management
▪ Analytics
▪ Lead Scoring
Conversion
▪ Lead Nurturing Tactics
▪ Email And Marketing
Automation
▪ Marketing And Sales
Enablement
Nurturing
It is a framework
indicating all the key
aspects considered while
making acquisition
strategy
www.company.com
2
Acquisition
Strategy
Plan
3
Nurturing
▪ Lead Nurturing Tactics
▪ Email and Marketing Automation
▪ Marketing and Sales Enablement
Sales
▪ Sales Force Automation
Conversion
▪ Lead Generation
▪ Lead Management
▪ Analytics
▪ Lead Scoring
Driving Traffic
▪ Advertisement
▪ Social Media Marketing
▪ SEO
▪ Blogs
www.company.com
It is a framework
indicating all the key
aspects considered
while making
acquisition strategy
Nurturing
20%
31%
40%
30%
50%
35%
69%
Creating
Relevant
Content
Personalizing
Campaigns
Targeting
By
Prospect
Persona
Targeting
By
Decision
Stage
Nurturing
Campaign
Workflows
Segmenting
Lead Data
Multi-channel
Integration
Most effective lead nurturing tactics
www.company.com
4
Email & Marketing Automation
▪ Nurture Email #1
▪ Follow Up 2nd phone
Call-Validate Ifo
Received
▪ Mail Latter
▪ Follow Up 3rd phone
Call-Offer Similar
Content
▪ Nurture Email #2
▪ 4th phone Call w/CTA
(Such as Webinar
Invite)
▪ CTA Email Follow Up
▪ 5th Phone Call
▪ If first contact is not achieved
after 3 weeks of one-to one
nurturing, review with LDR
Manager regarding
appropriate next steps
▪ Email-Break Up Email (If no
Response)
▪ Intro Phone Call
(VM)
▪ Intro Email
▪ Connect/InMail
Day 1
Day 5
Day 9
Day 13
Day 17
www.company.com
5
Sales Enablement Checklist
For Sales Enablement
Plan content creation around
sales pipeline
01
Use feedback from sales to
create content they’ll actually use
02
Use visibility into buyer behavior
to create targeted content
03
Ensure sale content lines up
with the sales methodology
04
Align marketing end goals
and strategies with sales
05
MARKETING
needs to be
Give marketing visibility into
the sales pipeline
01
Provide feedback on content
usage
02
Give marketing visibility into the
status of marketing leads
03
Give marketing visibility into
buyer behavior
04
Align sales end goals and
strategies with marketing
05
SALES
needs to be
www.company.com
6
Sales Enablement Checklist
For Sales Enablement
Plan content creation around
sales pipeline
01
Use feedback from sales to
create content they’ll actually use
02
Use visibility into buyer behavior
to create targeted content
03
Ensure sale content lines up
with the sales methodology
04
Align marketing end goals
and strategies with sales
05
MARKETING
needs to be
Give marketing visibility into
the sales pipeline
01
Provide feedback on content
usage
02
Give marketing visibility into the
status of marketing leads
03
Give marketing visibility into
buyer behavior
04
Align sales end goals and
strategies with marketing
05
SALES
needs to be
www.company.com
7
Sales Enablement Checklist
For Sales Enablement
Plan content creation around
sales pipeline
01
Use feedback from sales to
create content they’ll actually use
02
Use visibility into buyer behavior to
create targeted content
03
Ensure sale content lines up
with the sales methodology
04
Align marketing end goals
and strategies with sales
05
MARKETING
needs to be
Give marketing visibility into
the sales pipeline
01
Provide feedback on content
usage
02
Give marketing visibility into the
status of marketing leads
03
Give marketing visibility into
buyer behavior
04
Align sales end goals and
strategies with marketing
05
SALES
needs to be
Pipeline
Feedback
Visibility
Align
Content
www.company.com
8
CRM Strategies Icon Slide
www.company.com
9
Chart &
Graphs
www.company.com
10
5
20
10 9
35
15
30 30
56
0
10
20
30
40
50
60
0% 10% 20% 30% 40% 50%
In
millions
This graph/chart is linked to excel, and changes automatically based on data. Just left click
on it and select “Edit Data”.
Product 01
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needs and capture your audience's attention.
Product 02
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needs and capture your audience's attention.
Line Chart
www.company.com
11
0
10
20
30
40
50
60
70
0 10 20 30 40 50
This graph/chart is linked to excel, and changes automatically based on data. Just left click
on it and select “Edit Data”.
Bubble
Chart
Product 01
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
Product 02
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
Product 03
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and capture your audience's attention.
Product 04
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and capture your audience's attention.
www.company.com
12
0
10
20
30
40
50
60
70
80
90
100
FY 12
FY 11
FY 10
FY 09
FY 08
FY 07
FY 06
FY 05
FY 04
FY 03
FY 02
FY 01
100%
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and
select “Edit Data”.
In
Percentage
Product 01
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Product 02
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Area Chart
www.company.com
13
Stock Chart
0
10
20
30
40
50
60
70
0
20
40
60
80
100
120
140
160
FY '14 FY '15 FY '16 FY '17 FY '18
Volume
Open
Low
High
Close
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Product 01
www.company.com
14
0
10
20
30
40
50
60
70
80
90
100
FY '16 FY '17 FY '18
Sales
in
Percentage
(%)
This graph/chart is linked to excel, and changes automatically based on data. Just left click
on it and select “Edit Data”.
Bar
Chart
Product 01
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and capture your audience's attention.
Product 02
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and capture your audience's attention.
Product 03
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
www.company.com
15
Donut Pie Chart
40%
30%
20%
10%
Product 02
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Product 01
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Product 04
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Product 03
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
www.company.com
16
0
2
4
6
8
10
12
14
FY 01 FY 02 FY 03 FY 04
Revenue
In
Percentage
This graph/chart is linked to excel, and changes automatically based on data. Just left click
on it and select “Edit Data”.
Stacked
Line
Product 01
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and capture your audience's attention.
Product 02
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and capture your audience's attention.
Product 03
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and capture your audience's attention.
www.company.com
17
Additional
slides
www.company.com
18
19
www.company.com
Our
Vision
Vision
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and capture your audience's attention.
Mission
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and capture your audience's attention.
Goals
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
MARY CLARK
(CEO)
JOHN SMITH
(Graphic Designer)
CHARLY DOE
(Financial Advisor)
This is a representative image, and
should be replaced by your own image.
Just right click and replace image.
This is a representative image, and
should be replaced by your own image.
Just right click and replace image.
This is a representative image, and
should be replaced by your own image.
Just right click and replace image.
Our Team
20
www.company.com
Target
Audiences
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Preferred by
Many
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it to your needs and capture your
audience's attention.
Values
Client
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it to your needs and capture your
audience's attention.
This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
About Us
www.company.com
21
22
This is a representative image,
and should be replaced by your
own image. Just right click and
replace image.
Our Goal
www.company.com
Comparison
55%
Woman
Man
95%
vs
This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to
your needs and capture your audience's attention.
www.company.com
23
24
www.company.com
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
245$
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
245$
▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Financial
A winner is a
dreamer
who never gives
up
-Nelson Mandela
Quotes
25
www.company.com
Time Line
2018
2017
2016
2015
01
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
03
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
04
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
02
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
www.company.com
26
Circular
01
02
04
03
This slide is 100% editable.
Adapt it to your needs and capture
your audience's attention.
This slide is 100% editable.
Adapt it to your needs and capture
your audience's attention.
This slide is 100% editable.
Adapt it to your needs and capture
your audience's attention.
This slide is 100% editable.
Adapt it to your needs and capture
your audience's attention.
www.company.com
27
Mind Map
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
www.company.com
28
29
Address:
# street number, city, state
Contact Numbers:
0123456789
Email Address:
emailaddress123@.com
Thank you

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CRM Strategies Powerpoint Presentation Slides

  • 2. Acquisition Strategy Plan This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. ▪ Sales Force Automation Sales ▪ Advertisement ▪ Social Media Marketing ▪ Seo ▪ Blogs Driving Traffic ▪ Lead Generation ▪ Lead Management ▪ Analytics ▪ Lead Scoring Conversion ▪ Lead Nurturing Tactics ▪ Email And Marketing Automation ▪ Marketing And Sales Enablement Nurturing It is a framework indicating all the key aspects considered while making acquisition strategy www.company.com 2
  • 3. Acquisition Strategy Plan 3 Nurturing ▪ Lead Nurturing Tactics ▪ Email and Marketing Automation ▪ Marketing and Sales Enablement Sales ▪ Sales Force Automation Conversion ▪ Lead Generation ▪ Lead Management ▪ Analytics ▪ Lead Scoring Driving Traffic ▪ Advertisement ▪ Social Media Marketing ▪ SEO ▪ Blogs www.company.com It is a framework indicating all the key aspects considered while making acquisition strategy
  • 5. Email & Marketing Automation ▪ Nurture Email #1 ▪ Follow Up 2nd phone Call-Validate Ifo Received ▪ Mail Latter ▪ Follow Up 3rd phone Call-Offer Similar Content ▪ Nurture Email #2 ▪ 4th phone Call w/CTA (Such as Webinar Invite) ▪ CTA Email Follow Up ▪ 5th Phone Call ▪ If first contact is not achieved after 3 weeks of one-to one nurturing, review with LDR Manager regarding appropriate next steps ▪ Email-Break Up Email (If no Response) ▪ Intro Phone Call (VM) ▪ Intro Email ▪ Connect/InMail Day 1 Day 5 Day 9 Day 13 Day 17 www.company.com 5
  • 6. Sales Enablement Checklist For Sales Enablement Plan content creation around sales pipeline 01 Use feedback from sales to create content they’ll actually use 02 Use visibility into buyer behavior to create targeted content 03 Ensure sale content lines up with the sales methodology 04 Align marketing end goals and strategies with sales 05 MARKETING needs to be Give marketing visibility into the sales pipeline 01 Provide feedback on content usage 02 Give marketing visibility into the status of marketing leads 03 Give marketing visibility into buyer behavior 04 Align sales end goals and strategies with marketing 05 SALES needs to be www.company.com 6
  • 7. Sales Enablement Checklist For Sales Enablement Plan content creation around sales pipeline 01 Use feedback from sales to create content they’ll actually use 02 Use visibility into buyer behavior to create targeted content 03 Ensure sale content lines up with the sales methodology 04 Align marketing end goals and strategies with sales 05 MARKETING needs to be Give marketing visibility into the sales pipeline 01 Provide feedback on content usage 02 Give marketing visibility into the status of marketing leads 03 Give marketing visibility into buyer behavior 04 Align sales end goals and strategies with marketing 05 SALES needs to be www.company.com 7
  • 8. Sales Enablement Checklist For Sales Enablement Plan content creation around sales pipeline 01 Use feedback from sales to create content they’ll actually use 02 Use visibility into buyer behavior to create targeted content 03 Ensure sale content lines up with the sales methodology 04 Align marketing end goals and strategies with sales 05 MARKETING needs to be Give marketing visibility into the sales pipeline 01 Provide feedback on content usage 02 Give marketing visibility into the status of marketing leads 03 Give marketing visibility into buyer behavior 04 Align sales end goals and strategies with marketing 05 SALES needs to be Pipeline Feedback Visibility Align Content www.company.com 8
  • 9. CRM Strategies Icon Slide www.company.com 9
  • 11. 5 20 10 9 35 15 30 30 56 0 10 20 30 40 50 60 0% 10% 20% 30% 40% 50% In millions This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Line Chart www.company.com 11
  • 12. 0 10 20 30 40 50 60 70 0 10 20 30 40 50 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Bubble Chart Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. www.company.com 12
  • 13. 0 10 20 30 40 50 60 70 80 90 100 FY 12 FY 11 FY 10 FY 09 FY 08 FY 07 FY 06 FY 05 FY 04 FY 03 FY 02 FY 01 100% This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. In Percentage Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Area Chart www.company.com 13
  • 14. Stock Chart 0 10 20 30 40 50 60 70 0 20 40 60 80 100 120 140 160 FY '14 FY '15 FY '16 FY '17 FY '18 Volume Open Low High Close This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 01 www.company.com 14
  • 15. 0 10 20 30 40 50 60 70 80 90 100 FY '16 FY '17 FY '18 Sales in Percentage (%) This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Bar Chart Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. www.company.com 15
  • 16. Donut Pie Chart 40% 30% 20% 10% Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. www.company.com 16
  • 17. 0 2 4 6 8 10 12 14 FY 01 FY 02 FY 03 FY 04 Revenue In Percentage This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Stacked Line Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. www.company.com 17
  • 19. 19 www.company.com Our Vision Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goals This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 20. MARY CLARK (CEO) JOHN SMITH (Graphic Designer) CHARLY DOE (Financial Advisor) This is a representative image, and should be replaced by your own image. Just right click and replace image. This is a representative image, and should be replaced by your own image. Just right click and replace image. This is a representative image, and should be replaced by your own image. Just right click and replace image. Our Team 20 www.company.com
  • 21. Target Audiences This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Preferred by Many This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Values Client This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. About Us www.company.com 21
  • 22. 22 This is a representative image, and should be replaced by your own image. Just right click and replace image. Our Goal www.company.com
  • 23. Comparison 55% Woman Man 95% vs This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. www.company.com 23
  • 24. 24 www.company.com This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 245$ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 245$ ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Financial
  • 25. A winner is a dreamer who never gives up -Nelson Mandela Quotes 25 www.company.com
  • 26. Time Line 2018 2017 2016 2015 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. www.company.com 26
  • 27. Circular 01 02 04 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. www.company.com 27
  • 28. Mind Map This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. www.company.com 28
  • 29. 29 Address: # street number, city, state Contact Numbers: 0123456789 Email Address: emailaddress123@.com Thank you