Download - Leveraging Marketing Data in SugarCRM
Transcript
- 1. LEVERAGING MARKETING DATA IN SUGARCRM TO CRUSH IT (AND GROW YOUR REVENUE)
- 2. Net-Results by the numbers >80 partners worldwide >13,000 global users native Sugar integration since 2010
- 3. A new lead explores your website, reviews content and signals an intent to purchase Stage 1 Example: New to Funnel Prospect
- 4. All of Prospects Digital Actions Captured Get your free trial Form submitted anonymous visitor now has an identify Net-Results captures web activity of anonymous visitor Natural search or Google AdWords drives traffic to website Sugar integration
- 5. Automatically Synced with Sugar! for actionable insights Get your free trial Stage 1
- 6. Alert Sales and Assign Tasks Reach out to prospect they requested free trial ! High Contact prospect Not started 1
- 7. CRUSHING IT LEAD CREATED IN SUGAR (IN NEAR REAL TIME) YOU WERE NOT PREVIOUSLY AWARE OF TASKS AUTOMATICALLY CREATED IN SUGAR! ! ACTIVITY HISTORY VIEWABLE IN SUGAR
- 8. 15 minutes before your call with your new lead how do you prepare? See what insights Net-Results has for you before your conversation Stage 2 Next Step: Contacting Prospect
- 9. 1) Check out what Lead has been up to Stage 2
- 10. 2) Gauge interest and purchase readiness Stage 2
- 11. 3) Determine the value of your lead Stage 2
- 12. CRUSHING IT INCREASING SALES EFFICIENCY: TAILOR YOUR SALES CALLS TO THE NEEDS OF EACH UNIQUE LEAD. ! ! KNOW WHAT YOUR PROSPECT WANTS BEFORE YOUR CALL BEGINS.
- 13. Yes BANT process completed. Put lead on the fast track and close the deal! No Move to MQL in Sugar Give me a few months to get the budget. Is the Lead truly ready to purchase? Delivers relevant content Sales alerted when lead is ready to purchase Targeted nurture campaign triggered Stage 3
- 14. Adjust lead score manually within Sugar Stage 3
- 15. CRUSHING IT FOCUS YOUR ENERGY ON LEADS READY TO BUY NOW LET MARKETING DRIVE PURCHASE INTENT BY KEEPING YOUR SOLUTION TOP OF MIND FOR MQLS
- 16. Days Later: Prospect looks ready to buy Stage 4
- 17. CRUSH IT PROACTIVELY RE-ENGAGE WITH PROSPECT WHEN TIMING CHANGES FOR THEIR PURCHASE DECISION
- 18. Net-Results: Helping You Crush It New leads (anonymous or known) captured by Net-Results: real-time data sync with Sugar. New tasks automatically created for Sales. Know exactly your prospects interests before you even have the initial conversation. Sales not wasting time on tire kickers - Marketing builds interest and mindshare until your prospects are ready to buy. Real-time Lead Alerts notify Sales when timing changes for your leads.so you can strike while the iron is hot!
- 19. Net-Results and SugarCRM Native integration. No IT interaction needed. Single sign-on. No need to log in to Net-Results. Unlimited users at no additional cost. All data within the SugarCRM platform. No need to log into Net-Results.
- 20. Aligning Marketing and Sales since 2009 Thank You!