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Drive More
Revenue with
Social CRM
                         #SocialCRMRevenue



Bruce Rasmussen (@bruceras)
Managing Director, Carpe Diem Consulting
Steven Foster (@FozzyNZ)
CRM Product Manager, Intergen
Our Agenda

    The Buyer
    Sales Triggers
    Sales Workloads
    Social CRM in Practice
Outcomes &
Objectives
     #SocialCRMRevenue
Why are we here?

  ■  Social media buzz
  ✓ Sell more stuff
  ✓ Greater certainty
  ✓ Less cost
  ✓ Less risk




Social CRM Seminar
Buyer 2.0

     #SocialCRMRevenue
Who is Buyer 2.0?
  ■  Time poor
  ■  Risk averse
  ■  New knowledge expectations
  ■  Relating differently
  ■  Want advice – not ready made solutions
  ■  Involve more people




  Copyright © 2012 Bruce Ian Rasmussen


Social CRM Seminar
No. 1 source of trusted advice




Social CRM Seminar
TYPICAL GENERIC SALES PROCESS



   Suspect              Prospect           Engage             Qualify            Propose             Defend              Close


                                                                                           Choice of 3   Choice of 2



                                                                  LATE Engagement – buyer contacts us




                                                                             SEO, content,
                                                                             social media


                                     EARLY Engagement – buyer finds us
                                       even if they’re not looking for us
          How can we
          shatter the
          Status Quo?

                                Status              Search             Frame               Talk to              Start
             Calm                Quo                around           problem &             peers &            engaging
                               shattered            problem           solution             experts            provider


                                                TYPICAL BUYER’S JOURNEY




Copyright © 2012 Bruce Ian Rasmussen
Sales Triggers

      #SocialCRMRevenue
Moving the buyer
from “calm” to
“loss of status quo”
Key sales triggers




                     1                    2                     3
            Bad experience with    Awareness of need        Change or
              current supplier    to change – to avoid   transition within
                                       a problem            company




Social CRM Seminar
Sales Preparation

     #SocialCRMRevenue
Social media in sales workloads
  ■  SEARCH to identify new opportunities & prospects
  ■  LEVERAGE networks to be introduced to new prospects
  ■  RESEARCH prior to meeting a prospect
  ■  TRACK prospects & customers to identify opportunities
  ■  PUBLISH content of interest to display expertise
  ■  MONITOR job/role changes to identify sales triggers
  ■  MONITOR competitors
  ■  LEVERAGE networks and communities




  Copyright © 2012 Bruce Ian Rasmussen


Social CRM Seminar
Social media in sales workloads
  ■  SEARCH to identify new opportunities & prospects




  Copyright © 2012 Bruce Ian Rasmussen


Social CRM Seminar
Social media in sales workloads
  ■  SEARCH to identify new opportunities & prospects
  ■  LEVERAGE networks to be introduced to new prospects




  Copyright © 2012 Bruce Ian Rasmussen


Social CRM Seminar
Social media in sales workloads
  ■  SEARCH to identify new opportunities & prospects
  ■  LEVERAGE networks to be introduced to new prospects
  ■  RESEARCH prior to meeting a prospect




  Copyright © 2012 Bruce Ian Rasmussen


Social CRM Seminar
Social media in sales workloads
  ■  SEARCH to identify new opportunities & prospects
  ■  LEVERAGE networks to be introduced to new prospects
  ■  RESEARCH prior to meeting a prospect
  ■  TRACK prospects & customers to identify opportunities
  ■  PUBLISH content of interest to display expertise




  Copyright © 2012 Bruce Ian Rasmussen


Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Social media in sales workloads
  ■  SEARCH to identify new opportunities & prospects
  ■  LEVERAGE networks to be introduced to new prospects
  ■  RESEARCH prior to meeting a prospect
  ■  TRACK prospects & customers to identify opportunities
  ■  PUBLISH content of interest to display expertise
  ■  MONITOR job/role changes to identify sales triggers




  Copyright © 2012 Bruce Ian Rasmussen


Social CRM Seminar
Social CRM in
Practice
     #SocialCRMRevenue
So what might this look like, practically?


                     Leverage Social Discovery
                     in your CRM


                      Monitor Social Activity


                     Enabling Internal Social
                     Conversations




Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
So what might this look like, practically?


                     Leverage Social Discovery in
                     your CRM


                      Monitor Social Activity


                     Enabling Internal Social
                     Conversations




Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
So what might this look like, practically?


                     Leverage Social Discovery in
                     your CRM


                      Monitor Social Activity


                     Enabling Internal Social
                     Conversations




Social CRM Seminar
Social CRM Seminar
Social CRM Seminar
Tools that were demonstrated today




Social CRM Seminar
To Receive Further
 Handouts, Book a 1-1
 Consultation, Receive
Australasian B2B Social
   Media Research

  bit.ly/SCRMrequest
Drive More
Revenue with
Social CRM
                         #SocialCRMRevenue



Bruce Rasmussen (@bruceras)
Managing Director, Carpe Diem Consulting
Steven Foster (@FozzyNZ)
CRM Product Manager, Intergen
Drive Revenue with Social CRM

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Drive Revenue with Social CRM

  • 1. Drive More Revenue with Social CRM #SocialCRMRevenue Bruce Rasmussen (@bruceras) Managing Director, Carpe Diem Consulting Steven Foster (@FozzyNZ) CRM Product Manager, Intergen
  • 2. Our Agenda The Buyer Sales Triggers Sales Workloads Social CRM in Practice
  • 3. Outcomes & Objectives #SocialCRMRevenue
  • 4. Why are we here? ■  Social media buzz ✓ Sell more stuff ✓ Greater certainty ✓ Less cost ✓ Less risk Social CRM Seminar
  • 5. Buyer 2.0 #SocialCRMRevenue
  • 6. Who is Buyer 2.0? ■  Time poor ■  Risk averse ■  New knowledge expectations ■  Relating differently ■  Want advice – not ready made solutions ■  Involve more people Copyright © 2012 Bruce Ian Rasmussen Social CRM Seminar
  • 7. No. 1 source of trusted advice Social CRM Seminar
  • 8.
  • 9.
  • 10. TYPICAL GENERIC SALES PROCESS Suspect Prospect Engage Qualify Propose Defend Close Choice of 3 Choice of 2 LATE Engagement – buyer contacts us SEO, content, social media EARLY Engagement – buyer finds us even if they’re not looking for us How can we shatter the Status Quo? Status Search Frame Talk to Start Calm Quo around problem & peers & engaging shattered problem solution experts provider TYPICAL BUYER’S JOURNEY Copyright © 2012 Bruce Ian Rasmussen
  • 11. Sales Triggers #SocialCRMRevenue
  • 12. Moving the buyer from “calm” to “loss of status quo”
  • 13. Key sales triggers 1 2 3 Bad experience with Awareness of need Change or current supplier to change – to avoid transition within a problem company Social CRM Seminar
  • 14. Sales Preparation #SocialCRMRevenue
  • 15. Social media in sales workloads ■  SEARCH to identify new opportunities & prospects ■  LEVERAGE networks to be introduced to new prospects ■  RESEARCH prior to meeting a prospect ■  TRACK prospects & customers to identify opportunities ■  PUBLISH content of interest to display expertise ■  MONITOR job/role changes to identify sales triggers ■  MONITOR competitors ■  LEVERAGE networks and communities Copyright © 2012 Bruce Ian Rasmussen Social CRM Seminar
  • 16. Social media in sales workloads ■  SEARCH to identify new opportunities & prospects Copyright © 2012 Bruce Ian Rasmussen Social CRM Seminar
  • 17.
  • 18.
  • 19. Social media in sales workloads ■  SEARCH to identify new opportunities & prospects ■  LEVERAGE networks to be introduced to new prospects Copyright © 2012 Bruce Ian Rasmussen Social CRM Seminar
  • 20.
  • 21. Social media in sales workloads ■  SEARCH to identify new opportunities & prospects ■  LEVERAGE networks to be introduced to new prospects ■  RESEARCH prior to meeting a prospect Copyright © 2012 Bruce Ian Rasmussen Social CRM Seminar
  • 22.
  • 23. Social media in sales workloads ■  SEARCH to identify new opportunities & prospects ■  LEVERAGE networks to be introduced to new prospects ■  RESEARCH prior to meeting a prospect ■  TRACK prospects & customers to identify opportunities ■  PUBLISH content of interest to display expertise Copyright © 2012 Bruce Ian Rasmussen Social CRM Seminar
  • 26.
  • 27.
  • 28. Social media in sales workloads ■  SEARCH to identify new opportunities & prospects ■  LEVERAGE networks to be introduced to new prospects ■  RESEARCH prior to meeting a prospect ■  TRACK prospects & customers to identify opportunities ■  PUBLISH content of interest to display expertise ■  MONITOR job/role changes to identify sales triggers Copyright © 2012 Bruce Ian Rasmussen Social CRM Seminar
  • 29.
  • 30. Social CRM in Practice #SocialCRMRevenue
  • 31. So what might this look like, practically? Leverage Social Discovery in your CRM Monitor Social Activity Enabling Internal Social Conversations Social CRM Seminar
  • 41. So what might this look like, practically? Leverage Social Discovery in your CRM Monitor Social Activity Enabling Internal Social Conversations Social CRM Seminar
  • 46. So what might this look like, practically? Leverage Social Discovery in your CRM Monitor Social Activity Enabling Internal Social Conversations Social CRM Seminar
  • 49. Tools that were demonstrated today Social CRM Seminar
  • 50. To Receive Further Handouts, Book a 1-1 Consultation, Receive Australasian B2B Social Media Research bit.ly/SCRMrequest
  • 51. Drive More Revenue with Social CRM #SocialCRMRevenue Bruce Rasmussen (@bruceras) Managing Director, Carpe Diem Consulting Steven Foster (@FozzyNZ) CRM Product Manager, Intergen