This presentation is intended to address the desires of SMEs to use digital tools & strategies to up scale their business for enhancing productivity. The core of this revolves around CX which is Customer Experience. By 2020 it is predicted that CX will overtake price & product as key brand differentiator. This presentation was delivered during a session in Udaipur to Financial Planners Guild India members. #FPGI2018 #FinancialAdvisors #Udaipur

1. Confidential Presentation By Yogesh Huja Version 1.0
Tech Hacks
To Conquer !!
कर हर मैदान फ़तेह !

2. My entrepreneurial journey started in 2001 with inception of Swaran Soft. In
past few years we have served clients like Honda, Maruti, Panasonic, Konica
Minolta, Domino’s, Bausch & Lomb, DMRC & more for their web, mobile &
analytics business requirements.
In 2015 , we developed a Cloud Mobility Platform for boosting sales in
shopping malls, airports & for retail brands. We have mapped over 300+ Malls
& 35000+ Retailers in 4 countries on our cloud platform.
I am an author of book titled “ Footfall.in - Know Your Smart Shopper”
Love to connect at LinkedIn: https://www.linkedin.com/in/yogeshhuja
About Me : Yogesh Huja

3. What's Inside !
The session is intended for members of Financial Planners’
Guild, India (FPGI) & aims to expose FPGI Members with
robust tech tools& digitalstrategies.
We will learn best practices that are useful in enhancing
Customer Experience (CX) with effective collaboration using
digital tools & platforms.
Source : Walker Info

4. Key Objective : Enhancing Client Servicing
Disclaimer: In this session presenter has used
content & references from various websites,
CRM applications & social platforms. The
intent is to give an understanding of popular
strategies & approaches currently used by
SMEs.
We don’t endorse these product or services.
It is purely for the purpose of learning what
works & what can be improved. We leave the
decision on audience to pick up tools wisely
for their personal or business use.
Source : Neil’s Blog
It is very important to understand why customers leave a company & insights says
most vital parameter is CARE.

5. The Consumer

6. Setting the Stage
1
Digital Presence
Website | LinkedIn | Facebook | Twitter
2
Engagement
WhatsApp | Chatbots | Quora
3
Content is King
Blog | E-Books | Youtube | E-Courses | SEO
4
Collaboration
Google Apps | Marketplace | CRMs
Some Hashtags : #FPGI2018 #FinancialAdvisors #Conf #Udaipur

7. Moment...
Let us experience this moment & get comfortable for our flight

8. Momentum
Productivity Addon
Ah! So here’s 1st tool Chrome Store which
have 1000’s of chrome extensions for you.
This is an amazing extension which keeps
you fresh & stay closer to your daily goals.
Let's take off...
Source : https://momentumdash.com

10. Digital Presence
Overview of Digital Landscape

11. Social Media
While a recent scroll down in my facebook feed I
saw my friend Neeraj Chauhan’s post mentioning
about his talk at Network FP.
Lately, during my research I found a tweet from
Mr. Kalpesh Ashar ! Great so everyone is social.

12. Big Question : How many clients are engaged?
I saw Neeraj’s website & was happy to see an app
for client servicing but the app is installed by less
than 100 people, it sounds like an Author who has
recently published his 1st book :)

13. Websites
Professionally You
Yes ! Website for your business is must &
so is the measurement of its performance.
It seems a large number of financial
planners have an effective website in place.
So it's a good sign of caring about digital
presence.
Big Question : What’s ROI of Website ?
Source : FPGI Member’s Websites

14. Google Analytics
Define measurable goals that let you
understand what works & what doesn’t.
Note: Above meter is snapshot of www.fpgindia.org load time.

15. Engagement
Automate Your Bots

16. WhatsApp for Business
Over 80% of small businesses in
India and Brazil say WhatsApp
helps them both communicate
with customers and grow their
business today.
More at https://goo.gl/Xxj6oz

17. Chatbot In Action
Source : http://www.swaransoft.com

18. Source : http://www.swaransoft.com

19. Google Search
Be Found
A typical online search of a potential consumer
largely starts from Google Search Engine. This
slide talks about the top position holders on
prominent keywords.
You can engage with a digital agency for
website ranking services on Google but
something that you can achieve must faster &
cost effective is working hands on with Quora.
Tip : Spend30 Minutes/ Weekon Quora.

20. Quora
Sustained Results
Getting started with Quora can bring long
lasting results for your business. The
biggest reason is high preference of
content in Google Search Engines.
Do refer the platform guidelines to avoid
spamming & you can find more info on
getting started at https://goo.gl/TNHbTv

21. Relax...
Let us take a mindful break & relax on flight

22. Mindful Break
Productivity Addon
This chrome extension is literally essential
for everyone who spends long working
hours on laptops & desktops.
Source : https://goo.gl/RnhUid

23. Mindful Break

24. Content Is King
Learn from Millennials

25. Blogs
They ‘re Sweet !
The big question is how to make an impact
with content on your targeted audience.
Everyone desires to be successful with
content but only few become hero.
Tip: Know your SEOScore for Blog !
Source : http://blog.advantagefp.in

26. E-Courses
Yes ! Its Useful
Educating your audience is considered as
top most form of acquiring new & retaining
existing customers.
Let us see how we can move from
conventional <aweber> to learning portals
like Udemy, Udacity, Simplilearn & more.
See Top 10 Platforms to publish your
course online - https://goo.gl/5Qny4s

27. Create Your Course
I Love Udemy...
I personally found Udemy to be more
friendly & has potentially wide audience
readily available.
Explore : https://teach.udemy.com

28. In January 1996, Bill Gates wrote an essay titled
“Content is King”, which was published on the
Microsoft website.
He wrote, “Content is where I expect much of the real
money will be made on the Internet, just as it was in
broadcasting.
01 | It’s great for SEO
02 | Encourages engagement
03 | Generates new leads and sales
04 | Adds value to your product/service
05 | Increases traffic
5 Key Takeaways : https://goo.gl/ydy4XW

29. Collaboration
The power of leveraging.

30. Google for Work
Stay Smart with G
Google for Work brings a world of apps at
your door steps. Explore a wide range of
apps for enhancing basic reporting to
collaborating with team & clients.
In this session we will cover some samples
& majorly how to explore & choose apps
from Google Apps Marketplace that fits
your work need.

31. Google Sheets : Auto Reminders

32. Google Sheets : Auto Reminders

33. Example 1 : Office Applications > Infogr.am
Source : www.infogr.am

35. Example 2 : Task Management > Meister
Source: www.meistertask.com

37. Your Roadmap
Summarizing the session into powerful strategy for your own digital roadmap.

38. Create Your Digital Roadmap
Plan
Define Your Digital Needs
Write down your business requirements & try to
define them in measurable goals. This activity can be
done on longer intervals say 6 months or 12 months
plan is good to begin with.
Build
Take One Step at a Time
Digital can be cakewalk for some whereas a tough
battle for others. The secret to succeeding is doing
one task at a time. You can take help of digital
agencies to deliver what you planned.
Test
Measure What Works
While you may be experimenting with new ideas &
new products in digital space, always keep a
measuring scale to check for results in line with your
goals.
Scale
Let's Walk the Moon
Once you figure out what increases performance or
saves time or more benefits that you are looking for
then discover the scale component. Digital has
immense potential to scale high in less fuel.
Optimize
What to do at 30000 Feets
The rule is “the higher the better” , so when
processes are giving good results then keep
measurement in place & move ahead to create new
plans.

39. Thank you.
कर हर मैदान फ़तेह !

40. Happy Landings Tweet Me
@yogeshhuja
Skype : huja_yogesh
Email : yogesh@swaransoft.com