the collate system 2020 · the collate system does incredible things. enriching your data,...
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01
THE COLLATESYSTEM
2020BROCHURE
0121 389 0955 | 0203 581 5914 | 01684 439 673
www.collatesystems.com
02Meet The System
The Collate System does incredible things. Enriching your data, profiling your marketplace, adding new leads, scheduling and completing your touchpoints.
The beauty of the system is the simplicity of its use.
Upon logging in, you’ll see a list of new connections ready for review. Select which ones represent leads and pick the sales cadence.
The system will highlight which leads are ready for engagement via the content they share.
See a fresh list daily of target buyers that are primed, ready and expecting a call from you.
03Cost / Benefit Example
In this section, you’ll find a breakdown of the benefits of using the Collate Systems service when contrasted against a typical cost of performing the work in-house.
Sales Process Campaign – Delivered In-House
TYPICAL EXAMPLE:
Hourly cost of sales person
£25
Average number of hours worked per day
5
5 days per week = 25 hours of sales productivity @ a cost of
£625
Total cost
£2687.50 for 107.5 hours of sales productivity
(4.3 weeks in a month)
Sales Campaign – Delivered Via Collate Systems
TYPICAL EXAMPLE:
Monthly Cost of Campaign
£1250 + VAT
Average number of hours worked per day
6
6 days per week = 36 hours of productivity per week
Total cost
£1250 +VAT for 155 hours of sales productivity
04Benefits
Contributes 100 hours per month
Long term quality is hard to maintain with all the day to day pressures of sales. Things slip. We make sure that every task that can be done on our side, is.
Better data = better decisions
Our technology allows to forecast the contact details for your buyers in a GDPR compliant way. Using the latest tools, we’re able to include addresses, emails and social media details as standard.
Save 30-40 per month
Using our system directly saves you time, not just through the actions we complete for you, but by the focussed tasks we create that require your input. Each sales per person can save up to 2 hours per day through our systems.
Intelligent engagement
Our service helps position you as a thought leader in your field. Our unique dashboard will show you exactly which content you should add comments to as part of the sales cadence. Your buyers will know who you are and the value you offer before ever picking the phone up to you.
Improved quality & consistency
Once the sales cadences have been defined, you can relax safe in the knowledge that each and every task will be delivered as expected and when you intended them.
Reduce sales costs
Now more than ever, it’s important to reduce the cost of sales where possible. Each instance of our service is the equivalent to adding a full time employee to your sales team, only at a fraction of the cost.
Strong ROI
With more time focussed on speaking to buyers, selling and winning business, our service typically deliver over 160% ROI in the first year.
Personalised sales
Using our service unlocks benefits that are usually out of reach. Are you sending branded sales materials to every lead? Or is too time consuming? These things happen as standard with The Collate System.
05Who are Collate Systems?
How it Works
Getting going is simple and follows these easy steps:
Because we ensure that each step is carried out at exactly the right time, you can engage in a race to the top with your sales process.
Rather than dashing at new leads when the relationship is weak or non-existent, The Collate System positions you to take your time and focus on quality, consistency, and value.
The philosophy behind the system is based upon recognised factors of influence: building rapport, showing authority, demonstrating credibility, behaving consistently, adding scarcity and social proof. Adopting The Collate System delivers a structure that delivers these factors of influence; significantly increasing the likelihood of buyers engaging positively with you.
The sales cadences we create for you can be as simple or complex as required. Multiple cadences can be created for different buyer personas, sales cycles, anticipated order values and more.
A sales cadence can include an unlimited number of the following touchpoints:
1. Tell us about your market place.
2. Together we’ll create your unique sales cadences.
3. Login and engage with your leads.
LinkedInPost Likes, Profile Views, Direct Messages, Post Comments,
Skills endorsements
Twitter Following, Tweet Likes
Communication Letters, Emails, Text Messages, Outbound Phone Calls
Documentation Personalised sales materials branded for each prospect
06What We Do & Why It Works
Demonstrate your credibility by
encouraging prospects to view your LinkedIn
profile, see, and engage with your content.
Insert yourself into the conversations
and topics that your prospects care about. Build the relationship first, engage in sales
second.
Your prospects will come to know who you
are through regular contact, visibility and
communication.
Prospects are more likely to buy from
someone who is known and trusted. The Collate System positions you
to subtly show your social proof over time.
Position yourself as an authority & expert in your field through The
Collate System with it’s smart sales cadences.
CREDIBILITY RAPPORT CONSISTENCY SOCIAL PROOF AUTHORITY
Why it works?
The Collate System uses cutting edge tech that uses tried and tested principles of sales. Our approach works because it draws on recognised factors of influence.
07Who are Collate Systems?
We have been at the forefront of technology for more than a decade. The Collate System is a unique proposition – part system, part service.
Our exclusive offering contributes over 120 hours per month of sales productivity for every person using our service.
We improve the quality and consistency of your sales processes by taking care of all the aspects that do not require your specialism.
We liberate your time, freeing you to focus on the parts of the job that matter – speaking to buyers, selling, and winning more business.
Research shows that buyers need to be engaged multiple times before a relationship can form – The Collate System finds the people you need to be engaging with, builds rapport and awareness with them, and primes them to be ready and expecting a call from you.
Your sales process should include touchpoints ranging across LinkedIn, Twitter, Email, Letters & Phone Calls. Our service and systems span across the full range of these touchpoints. We take care of every touch point that does not need your direct input – the profile views, the post likes, gaining LinkedIn connections, emails, Twitter interactions, direct messages, text message, letters, and scheduling LinkedIn post comments and outbound phone calls.
We give you a fresh list daily of buyers that are expecting a call from you. Cold calls get a lot warmer with Collate Systems.
08Who are Collate Systems?
Data is the new Gold
You tell us a little about your market place and we’ll give you big results.
We profile marketplaces; locating the names, positions, companies and contact details you need to fill your pipeline. It’s B2B lead generation infused with the latest technology and logic.
We’re so confident you’ll love our service and the results we deliver; we’ll even give you 25 records for free.
Our systems enrich your data by default – so when we add a new lead to our system for you, we will forecast their professional email address for you using the latest indexing technology. We will locate other relevant information, such as the company Facebook, Twitter, YouTube, LinkedIn and phone numbers.
If you’ve opted into Outbound Letters as part of the service, the correct business addresses will appear in the system too.
The breadth of what the Collate System does is unparalleled. Try it for yourself with 25 records free.
The System
The beauty of our service is the simplicity of it’s use. A dashboard highlights who you need to contact, who’s ready for social engagement and which new leads are ready for review.
09Touchpoints
Post LikesProfile Views
Direct MessagesPost Comments
Skills endorsements
LinkedInFollowing
Tweet Likes
LettersEmails
Text MessagesOutbound Phone Calls
CommunicationPersonalised sales
materials branded for each prospect
Documentation
12 separate touch points to build lasting relationships
10What We Do & Why It Works
What is a sales cadence?
A sales cadence is a sequence of engagements or touchpoints used by a sales team to engage with prospective customers. A sales cadence helps guide a sales team by creating predictable and consistent actions to perform.
It is the sequence of actions you take with the aim of closing a sale with a prospect. Sales cadence includes every contact a salesperson makes with a prospect, including all the phone calls, emails, letters, text messages, LinkedIn & other social media.
There are important points to consider when creating a successful cadence:
ü Identifying accurate customer profiles
ü The mediums for optimum communication
ü The correct number of useful contact attempts
ü The time gap between each attempt
ü The duration of the cadence
ü Your value propositions
ü Testing, analysing, and optimising the results
The quality of your sales cadence will have a direct influence over your sales. A tested and refined sales cadence can lead to an incredible return on investment.
Our sales cadences span fully across LinkedIn, Twitter, Email, Text, Letter and Phone Calls. It’s a truly multi-channel approach that keeps you ever present in the buyers mind.
Critically, sales cadences from The Collate System are respectful towards the buyer and focus on building genuine relationships as the foundation for the new business.
Our sales cadences can be adjusted to match buyer personas and keep you at the heart of the conversation, whilst removing all the tasks that don’t require your specialism.
11Sample Sales Cadences
Example sales cadence: Higher value lead
DAY #1Profile View
DAY #2Post Like
DAY #7Email 1
DAY #13LinkedIn Message
DAY #3Post
Comment
DAY #4Follow on
DAY #6Profile View
DAY #9Post Like
DAY #15Letter 1
DAY #11Post
Comment
DAY #17Profile View
DAY #18Phone Call 1
DAY #20Tweet Likes
DAY #25Post Like
DAY #26Post
Comment
DAY #32Letter 2
DAY #22Text
Message
DAY #27LinkedIn Message
DAY #35Phone Call 2
DAY #23Profile View
DAY #29Email 2
DAY #30Personalised
Sales Materials Shared
Sample Sales Cadence: Lower Value Lead
DAY #1Profile View
DAY #2Post Like
DAY #4Email 1
DAY #7Email 2
DAY #3Post
Comment
DAY #6Profile View
DAY #9Post Like
DAY #20Letter
DAY #11Post
Comment
DAY #17Profile View
DAY #18Text
Message
DAY #15Phone Call 1
DAY #22Phone Call 2
DAY #13LinkedIn Message
12Sample Sales Cadences
Do you have multiple buyer personas? Or varying order values? What about higher and lower value sales opportunities?
With The Collate System you can create multiple sales cadences to match your unique requirements.
For a higher value lead, we’d recommend you take your time, build the relationship gradually.
The Collate System allows you to show your thought leadership, and value, consistently over an extended period of time.
13Implementation
Onboarding
Getting started is simple. You will have a dedicated account manager who will guide you through the process.
Here’s what happens:
The sales process will largely be delivered by Collate. The areas that require your specialism are adding
comments to buyers posts and making outbound phone calls. Your
dashboard will highlight exactly what you need to do and when.
The first buyers ready for a call from you will appear when they’ve gone through the engagement process.
For example, if your sales process is set to last 4 weeks prior to a phone
call being made, the first list of buyers ready for calls will appear
4 weeks after the system goes live. From then, you’ll typically see new
buyers on a daily basis.
With your account manager, we will provide recommendations about
best practices for creating a winning sales process.
It will probably include emails, letters, text messages, direct
messages and personalised sales materials. These need to be written. Once this is done, the service can
get going.
We will take this information and run some analysis of the size of the
addressable market and produce some data for you to review.
We’re looking to establish a high percentage of records that you
consider to be viable leads for your business.
This will form the backbone of the new leads you’ll see in The Collate
System on a daily basis.
1. TELL US ABOUT YOUR MARKETPLACE
2. CREATING YOUR SALES CADENCES
3. LOGIN AND ENGAGE WITH YOUR LEADS
14Tariffs and Services
SERVICE PRICE PER MONTH
Single Account – approx. 5 fresh leads per day, single sales process, max 20 touchpoints
£1,250
Additional daily leads £250 per additional daily lead
Additional sales processes
£75 per sales process
Letters Pack £59 + 70p per letter per month
Additional touchpoints in sales process
£50 per touchpoint
Reporting and Analytics On Request
Social Engagement (post comments + replies)
£50 per hour
Appointment BookingNegotiable (hourly cost + plus fee for confirmed appointment)
Data Creation of Target Market
£2 per record (note there is no additional cost for the data creation of the daily leads including in the service)
Onboarding 1 month cost of service
15Service Levels
We want to make your experience with Collate Systems the best we possibly can.
That’s why as well as having access to your dashboard of new leads, we’ll also give you:
ü A dedicated account manager who will provide you with support, assistance and help as needed
ü The option to change each of your sales processes once per month free of charge
ü Regular account reviews
With the Collate service, you can focus your efforts on the areas that require your specialism. Demonstrating your thought leadership, selling more and winning more business.
If you need us for anything, we’re only ever a phone call or email away.
16Testimonials
Working with Martyn is like a dream. Full of knowledge, help and support. We are working on LinkedIn project together and the results have been amazing. Highly recommended.
Andy MagicApp Machine
Knowledgeable, personable, and flexible. Collate is a company that puts its customers first and works to achieve results. Martyn is proactive and ever helpful. Their software is good value and resolves common challenges that all businesses - from small to rather large - experience. Just typical of the skills available in Worcestershire!
Anna Metcalfe Cantaloupe Copywriting
Here at LettsPay, we were very new to the corporate social media world. Collate talks us through everything we need to set us up. Then their system did its magic and widen our reach far further than we ever imagined.
Garrett FoxonLettsPay
After attending the Collate Systems training, I can say, from experience, that it’s the single most valuable training I have received. Insightful, actionable, and practical advice which will revolutionise your online profiles to truly engage with your audience.
Douglas Kirkpatrick Clear Branding
Really excited about the work Martyn is doing for my sales team. We have a steady stream of top quality prospects that would be hard to reach without Martyn. Comes highly recommended.
Trevor HudsonSales Director, MEWA
I tried the Collate service, and it was amazing. It brought lots of conversations, achieved the goals that Martyn helped us to set and understand. I was worried about the human element, but the connections made were quality, and then I took over and moved them on. I was surprised by the positive nature of the responses. You’re not just getting connections; they personally train you on how to make it work.
Mark Nash Nash Business System
I have worked with Collate on various projects over the last few months. Their understanding and approach to their specialised subject are quite amazing. They supported me on a new approach to Lead generation with different Social Media platforms and the results were fantastic. I can highly recommend the software solutions they have developed and of course the man and brains behind this - Martyn himself!!
Andy DyerCreative Director
