1. Getting Started
Welcome to the ClueCRM App
We have designed this app to make
you a more effective sales person.
Inside you will not only learn how to
use the app but to apply the Clue
Method.
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2. ClueCRM offers seamless back up of your data to
iCloud. Make sure that you have enabled
Documents & Data on iCloud!
Back up your data!
3. Job # 1 of top small
business
entrepreneurs is to
have a repeatable
process to manage all
customer proposals
and
take them to a
successful close
4. Pipeline Check:
How many deals do I
have in each stage?
Goal Check:
Are the proposals on the
pipeline enough to reach
my sales goal this
month?
Lead Check:
Am I generating
enough new leads
to fill the pipeline
and close the
gap?
ClueCRM 360
Sales Method
The Success Loop
5. It is a loop type of self reinforcement which starts with:
• Checking how many proposals you have in each
stage
• Identifying sales stages with insufficient proposals
• Goal setting and gap analysis to see where you
need to focus on
• Lead Generation efforts to grow prospect leads and
cover gap and continue to build the pipeline
• Use email and scripting tools to successfully target
your leads with the right messages
ClueCRM 360 Sales Method
8. To develop the system to better manage your
proposals you will need to enter in the app all
information which is related to:
• Contacts that you have sent offers to
• Products which are included in those offers
• Your sales goal
• Your sales scripts (optional)
• Your email templates (optional)
In this way you can build your first pipeline
What information do you need?
10. You need to enter the contact information of all the
clients that you have sent proposals or offers to into
the ClueCRM app
Decide if:
• You want to import your contacts from the iPad
address book. Then select YES and will import
all contacts, or
• If you want to enter the contact information
manually, then select SKIP
Import your contacts
11.
12. Enter the products that you intent to sell when
using the clueCRM.
• Touch on the settings wheel icon on the top
right
• Touch View Product Button
• Touch Add New Product Button
Tip: No need to enter now all your products. Only
the most active which are included in the proposals
that you have sent. You can enter more later
Enter your Products
13.
14.
15. Sort all your proposals into 3 stages
• Suspect - Those who are interested but have
not received a formal proposal / offer by you
• Prospect - Those to whom you have sent a
proposal to
• Opportunity - Those who have told you WHEN
they will buy. This means a specific day or
month in the foreseeable future (ideally next 2-
6 months)
These stages are commonly referred as the “Sales
Cycle”
Classifying your proposals and
potential clients
16. Tip: Import only the most relevant and actual
proposals
• Select the contact that you have sent the offer
to
• Touch button Next Step
• Touch button Proposal
• Enter the required information
• Select the proper pipeline stage based on the
definition given
Enter your Proposals
17.
18. Enter the sales goal target of your business
• Touch Goal form the menu view
• Enter your target
• Enter your Target Period (Week, Month, Year)
• Enter Sales Starting Date
• Touch Set button
After you enter the required information you can
see if you have enough deals on the pipeline and
the size of the gap.
Setting your Sales Goal
19.
20. Lead generation is vital to all businesses.
• Use Map Prospector to look for businesses in
your area. Simply choose the customer type
from a list of 120 segments and map them on
the app.
• If you find interesting businesses you can
import their information to the ClueCRM
address book.
• This is a feature to get you started on the
process of lead generation. Use multiple
sources for your lead generation efforts e.g.
Linkedin, etc.
Generating Leads
21. Touch on the Map on the menu view
• Touch Category Search Button
• Enter Zip Code, City, State or Country
• Select the Google Category
• Touch Fetch More button (lower right) to get
more results
Using Map Prospector
22.
23.
24. In oder to help you send targeted emails and
improve your selling skills, ClueCRM offers:
• Batch email per group stage so that you can
sent tailored messages to each stage in the
sales cycle.
Communication tools – ClueCRM
Email Automation
25. To enable the use of the batch email function you
need to set up your email.
• Touch the settings wheel on the top right
• Touch Accounts
• Touch Configure Email
• Enter:
• Email address
• Password
• Outgoing email (SMTP)
Set email
26.
27. You can select
the level of
personalization
to your emails
Email Personalization Tool
28. You can select the
level of
personalization to
your emails
Email Personalization Tool
29. To include your “talking points” enter the
information in the settings
Set Call Scripts
30.
31.
32.
33. By now you should have:
• Entered all relevant contacts in the Clue app
• Entered all products that you currently sell
• Entered all proposals and see your new
pipeline
• Set up a goal and check if you gave a gap
• Used Map Prospector or other sources to get
new leads to close the gap
Process Check
34. Pipeline Check:
How many deals do I
have in each stage?
Goal Check:
Are the proposals on the
pipeline enough to reach
my sales goal this
month?
Lead Check:
Am I generating
enough new leads
to fill the pipeline
and close the
gap?
ClueCRM 360
Sales Method
The Success Loop
35. Practical Example of a Targeted sales strategy
We see a gap of 15%. This means that the focus is on:
1. Moving prospects to opportunity by sending a
targeted email offer.
2. Generate more leads using Map prospector or other
tools to increase customers in stage Suspect
36. We have covered a lot of ground in the previous
slides. As soon as you are done inputting the
information and working for a few days with the app
touch the Funnel button. This goes into more detail
and offers strategies and tactics to improve your
pipeline and help you sell more.
Pipeline Mastery Class
