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To Grow Sales,
Manage Customer
  Relationships
    Craig Klein, CEO
    SalesNexus.com
SalesNexus.com

•Founded in 2002


•CRM for SMBs


•Cloud based
Customer Relationship
    Management
Risks

•Sales person leaves to join the competition


•Customer complains and you can’t prove your side of the


story


•Loosing business because you’re too slow
Changing Tires on a
               Moving Truck!
•Stop what you’re doing


•Set up new system


•Train the staff


•Learn to manage
Sales is Stressful!
•Prospecting

•Proposals

•Networking

•Closing
Sales has changed
•Can you be “Googled”?

                              Inc. Magazine
•Does your site create leads? 58% of purchases start
                                with Internet search!
•Leads are pre-educated
Human?
Technology will never replace


personal relationships.

“When I need an expediter, I want to get


someone on the phone and get action


fast!”
De-Stress
•Reach more customers

•Reduce stress

•Deepen relationships

•…without busting the budget!
Expediter Sales
                   Problems
•“I got a proposal from your sales guy last month, I need to book this

shipment today, can I get the same deal?”

•“I’ve got an email from your rep here that says “delivery by 10am”!

•Information Scattered Everywhere

•Your Customer Doesn’t Have Time to Wait on Information
Opportunity

•Make sales intelligence available in

one place

•Make Lead & Customer Nurturing an

Automatic Part of the Sales Process
The X Factor
•Prospects go through the funnel

•A few turn into Clients

•What about the rest?
The X Factor
•They’re thrown away!

•Close 20%

•Throw away 80%!

•Follow up “slips through

•the cracks.”
Loosing Shipments Today
            and Tomorrow
•Frequent shipper contacts an expediter about an unexpected need.

•May not order due to the cost

•Will that cost seem high after they

live the consequences?

•Will that situation occur again?

•Will they remember you?
Sales CRM and Email Marketing
•Nurture leads and customers using Email automatically

•Increase ROI on Lead Generation

  “Cold” leads become hot again

•Increase Sales Close Rate

  Communicate a Consistent Message to Prospects

•Increase Revenue per Customer

  Ensure all Customers Know All You Can Do For Them
Increase Sales by 10%
•100 leads each month, 20 orders

•80 don’t close

•In 6 months, 480 “dead” leads

•4 additional orders each month!
Do You Mean Spam?
•Lead nurturing emails are not spam, they’re informative and
helpful.
•Use emails to educate – what you do on the phone and in
person now.
•Speak to your neighbor or brother in law
•Give to Get
•Start Simply – just start!
How to Get Started
1. Start collecting customer information in a
   central system – phones, emails, etc.
2. Start tracking the sales process – identify 3 or
   4 “must do” steps
3. Measure and refine your process
4. Choose technology to fit your people and your
   process
5. Start writing simple lead nurturing emails
Don’t Forget!
1.   Don’t fall in love with the shiny things!

2.   What will you automate - specifically?

      a)   Response to new inquiries

      b)   Staying in touch with current customers

      c)   Customer feedback after an order

3.   What is the return you expect?

4.   How will you measure it?
Choosing a Solution
• Cloud based vs. Internal software
• Lean staff or ample IT staff?

• Implementation and Help Desk Services
• Will you rely on the software vendor, a 3rd party consultant or
  your internal IT staff?

• Identify solutions that fit your support needs and budget first
• What set up and training is included?
• Bells and whistles don’t lead to success
While the truck is moving…
• Plan time to plan
• Play with the IT in the lab
• Tailor it to your business
• Test it in the real world
• Train the staff when its REALLY ready!
A Little Help




• CRM Solution Check List
• From e-Newsletters to Email Marketing that
  Drives Sales – Webinar – August 9th
Thank You!
Your Questions and Comments