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Prequalifying Sales
Kristen Okerman Quillin, Vice President, Marketing and Communications
October 9, 2015
Awareness
Interest
Consideration
Intent
Evaluation
Purchase
Marketing and Sales Funnel
Marketing
Sales
Then Now
Marketing
Sales
B2B clients are 57% through their
decision making process before they
contact the vendor
Source: CEB
Colliers International
The Game Has Changed
4
Colliers International
Social Selling
Social selling is the process of
developing relationships as part of the
sales process through:
• Sharing relevant content
• Interacting directly with potential
buyers and customers
• Personal branding
• Social listening
5
Colliers International6
10
Colliers International7
Colliers International
Clients are more informed about
us
We must be more informed
about our clients
EVERYONE needs to be a
marketing and sales superhero
Prequalifying Sales
8
Colliers International
Thank you!
Linkedin.com/in/kristenquillin
@kristenquillin
kristenquillin@gmail.com
9

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Prequalifying sales condensed

Editor's Notes

  1. Pre-qualifying Sales – The tables have turned and clients are pre-qualifying companies before we can pre-qualify them. Reaching and connecting with clients at the beginning of their customer journey is more critical than ever and marketing plays a key role in positioning the company, departments and individuals to predispose clients to their brand.​
  2. The marketing sales funnel hasn’t changed much over the years, you start with Awareness to the your potential client pool Turning awareness into interest From interest into consideration The prospect then determines they are going to buy They evaluate the options And then the purchase Traditionally, marketing focused on the top two parts of the funnel then sales took over. Now, the roles are blurred and it’s the responsibility of both teams to engage with clients throughout the sales cycle Why?
  3. B2B clients are 57% through their decision making process before they contact the vendor. And in my world, that means 99% of the time they contact the broker so it’s critical that we not only predispose the clients to Colliers but also to the appropriate broker.
  4. The Game Has Changed Traditionally, the relationship with the client starts with the cold call and sales and marketing control a lot of the messaging. You get to know the client through the sales process and that is where the qualification process starts to happen on both sides. Now, the client is informed not only about your services but also about the individual sales people. They educate themselves, they ask others for recommendations, the read reviews. The challenge, is that by the time they connect with sales, they often know more about us than we do about them and we need to change that.
  5. Social networking takes up nearly a quarter of all time spent online and reaches more than 75 percent of all Internet users. If you’re engaging with your target audience on any level via social media, whether for business development or promoting your brand, that is social selling. Indeed, there are currently more than 1 billion regular monthly users across social media platforms. And buyers tend to do their research before making a purchase, with the average consumer viewing more than 10 pieces of content prior to making a purchase. 
  6. To be effective at social selling, you need to know when to engage with clients and where they are on their journey.