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Power-up your contacts - part 3: Stay in touch with key contacts

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The third of five short webinars providing business professionals with the best practices and tools to manage and leverage their contact network for effective business development.

Stay in touch with key contacts. Best practices and tools that will help you stay in touch with key contacts:
How to plan communication
How to log communication and how to use that info
How to integrate different solutions
How to achieve that with a standalone address book or working along a CRM

Covve is the next generation online address book. Specifically designed for business professionals and is being used by international business services firms, alumni networks and professionals worldwide.
http://covve.com

Published in: Technology
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Power-up your contacts - part 3: Stay in touch with key contacts

  1. 1. Power up your contacts 5 Steps to a tidy address book October 5 Things a modern address book can do, you’d never imagine October 19 Stay in touch with key contacts November 2 Lead generation using your address book? Yes! November 16 Use your awesome address book for some business development November 30 WEBINAR SERIES http://covve.com/blog/
  2. 2. Stay in touch with key contacts 1.Why Stay in Touch 2.How to Stay in Touch 3.Challenges 4.Stay in Touch using Covve
  3. 3. Why Stay in Touch
  4. 4. Why Stay in Touch According to Bain & Company, 60-80% of customers who describe themselves as satisfied do not go back to do more business with the company that initially satisfied them. Often it’s due to a lack of connection. http://www.forbes.com/sites/larrymyler/2016/06/08/acquiring-new-customers-is-important-but-retaining-them-accelerates-profitable- growth/#6ca4b20317f1 Just 4% of people will be willing to do business with you the very first time they hear about you and the other 96% will do business with you only when trust has been established http://www.socialbuzzclub.com/keep-in-touch-activity-is-more-important-than-you-think/ If you simply store contacts in your address book, only reaching out when looking for a specific introduction, you might as well not have a network at all http://www.forbes.com/sites/dailymuse/2013/08/29/simple-ways-to-keep-your-network-from-growing-cold/#3cf36f05aebf
  5. 5. How to Stay in Touch
  6. 6. How to Stay in Touch – Calendar entry – Reminders / To-do list – CRM activities – Manual Address Book Scan – Covve
  7. 7. How to Stay in Touch Calendar entry Reminders / To-do list CRM activities Manual address book scan Covve Multiple accounts Tricky if using different platforms e.g. Gmail & Outlook Tricky if using different platforms e.g. Gmail & Outlook ✓ ✓ Recurring entries ✓ ✓ ✓ ✓ Past communication info available ✓ ✓ Smart Reminders ✓ Mobile phone access ✓ ✓ ✓ ✓ ✓
  8. 8. Challenges
  9. 9. Calendar entries / To-do list - Clutter - Missed reminders – easy to dismiss - Ending up with huge backlog of pending tasks - No differentiation / weight based on the importance of each reminder - Limited info linked to the reminder - Sync issues – especially for multiple accounts
  10. 10. Calendar entries / To-do list A couple extracts from frustrated user, complaing about their calendar sync experience: “Some people find their calendars won’t sync at all, others have trouble getting new events to show up – and I had a peculiar problem whereby only certain shared calendars were appearing.” http://www.makeuseof.com/tag/google-calendar-wont-sync-ios-try-fixes/ “Every time the Google cal syncs, it’s having a problem. It makes my Outlook close.” http://answers.microsoft.com/en-us/msoffice/forum/msoffice_outlook-mso_other/error-google-calendar-sync-to-outlook- calendar/71ae5613-0429-4291-af19-6d9251c33e8f
  11. 11. CRM activities - Complexity Extremely hard to setup properly and achieve high adoption rates - Mobile access CRM systems can be accessed on mobile, but not an efficient way to communicate and log daily interactions - Too focused on the sale CRM systems organize all communication around a sales opportunity, but many times there is ongoing communication before there is a sales opportunity http://www.forbes.com/sites/lisaearlemcleod/2013/08/12/is-your-sales-force-being-sabotaged-by-your- crm/#41f81a95244f
  12. 12. Manual Address Book Scan - Inefficient with larger contact networks - No record of past communication
  13. 13. Stay in Touch with Covve
  14. 14. Stay in Touch with Covve Reminders Smart reminders make a call at a specific time review and set communication frequency
  15. 15. Stay in Touch with Covve Reminders - Smart snooze – taking into account the frequency of communication and upcoming schedule - Urgency – Losing touch! - Next touchpoint
  16. 16. Stay in Touch with Covve Full communication history - Type of communication - Date - Notes
  17. 17. For your free 1 month Pro subscription, email: alex@covve.com Next in this webinar series… Lead generation using your address book? Yes! November 9 The ultimate professional address book

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