SlideShare a Scribd company logo
1 of 30
Leads
Opportunities
Customers
This makes our bottom 20% act a little more like our top
20%
If half of our team increases sales capacity by 0.5% - this is
worth $100M to us!
Google alerts for all, social feeds where I can get them,
with no search – my business case is simple. My time is
more valuable than Google!
“Engagement is the only way to keep lapse accounts on
track. Today, our sales team cannot rely on net new leads.
We find new ways to stay in touch with our contacts –
other tactics such as emails, gifts, contests always seem to
miss.”
•
•
•
•
In Good Company
•
•
•
•

•
•
•
•
•
•
Improve Call-to-Meeting Ratio
Better quality meetings
Create better relationships
Prospect through multiple mediums
“
”
Purchase Index: 65%
•
•
•
•
•
“
”
Score: 78%
Improve Compliance & legal risk
Better assess & track performance
Rank Advisors on common score system
Identify Competitive IA and support
Score: 98%
Visible View of key Scoring Metrics
Identify Risk
Keep track on dashboard
Recommend
Training/support/qualifications on gaps
Key Influencers by Geography/specialty
Build connections for collaboration
•
•
•
•

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Pushing the Bar on CRM ROI | Building Engagement - realSociable

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  • 18. This makes our bottom 20% act a little more like our top 20% If half of our team increases sales capacity by 0.5% - this is worth $100M to us! Google alerts for all, social feeds where I can get them, with no search – my business case is simple. My time is more valuable than Google!
  • 19. “Engagement is the only way to keep lapse accounts on track. Today, our sales team cannot rely on net new leads. We find new ways to stay in touch with our contacts – other tactics such as emails, gifts, contests always seem to miss.” • • • • In Good Company
  • 20.
  • 22.
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  • 24.
  • 25.
  • 26. • • • • • • Improve Call-to-Meeting Ratio Better quality meetings Create better relationships Prospect through multiple mediums “ ” Purchase Index: 65%
  • 27. • • • • • “ ” Score: 78% Improve Compliance & legal risk Better assess & track performance Rank Advisors on common score system Identify Competitive IA and support
  • 28. Score: 98% Visible View of key Scoring Metrics Identify Risk Keep track on dashboard Recommend Training/support/qualifications on gaps Key Influencers by Geography/specialty Build connections for collaboration
  • 29.

Editor's Notes

  1. Qualify&ProspectingEngage on point – stand out, be relevant – Convert?Retention, pulse on satisfaction, how do you stay in touch? Upsell?
  2. Qualify&ProspectingEngage on point – stand out, be relevant – Convert?Retention, pulse on satisfaction, how do you stay in touch? Upsell?