ACTION the 'R' in your CRM
We use ROI driven engagement strategies
and tactical CRM enhancement.
"Simply put, people do business with people they like and trust."
WHAT IS IT?
Attracting high-level prospects
Retaining current clients
Keeping your brand top-of-mind
WHY IS IT NECESSARY?
Many have forgotten the critical use of CRM, the keyword being relationship.
Much time and expense is spent on... (insert the latest sales ’tool’ here). The sales ‘tool’ is crucial, but
only if the data is being ACTIONED, and the client is continually being engaged.
We do this for you, using corporate forensics and non-invasive thoughtful tactical engagement... just
the right amount of tracking, followed by a robust action plan.
Amplifying and expanding on the hard work the sales team has already put into their CRM,
with unique and compelling touch-points that can be sent by your sales team, or by our team,
on your behalf.
Many companies can't justify dedicating internal resources towards this, though it is most likely THE
influence that gets the deal. Let your sales team focus on creating new client connections, while we
solidify the relationships in your existing CRM.
'Reciprocity of attraction'; proves that people do business with people they like. They choose to work
with you and award you their business... BECAUSE you showed that you value them and that they
are a priority.
Stop trying to 'win logos'... let's win the people AT the logo.
HOW DOES IT WORK?
We use our formulated 'client forensics'; to create engagement strategies that we action with your sales team.
Constant monitoring and tracking of your must-win logos
News-worthy items that relate to their logo
Creating unique reasons for your sales team to reach out with emails, calls, gifts or experiences.
Concept/Execution of targeting touchpoints
Ordering and sending appropriate items
Clever brand placement
VIP service to make sure they feel valued at experiences, events or dinners
Unique Gifting – News Worthy Items – Industry Specific News and breakthroughs – Personal Milestones –
Favorite Items – Sports Wins and News – Alma Mater/College News
Handwritten notes (to your specifications)
Email content ideas relevant to their interests (Promotion at work / Fav. sports team win / Alma Mater milestones etc.)
Business gifting (sending the latest gadget trend or recent industry book etc.)
CHOOSE THE LEVEL OF CONTACT:
Identify your must-win logos.
Select the individuals you would like to target
at the logo.
Through our specialized tracking software, we inform you of alerts and trends.
Our team will create concepts and content for your team to outreach.