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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.   
 

  
  

New York Office

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  

  • Milestones  

  • Interests  

  • News-worthy items that relate to their logo 

  • Associations  

  


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.)   

  • Personalized items  


CHOOSE THE LEVEL OF CONTACT:   
 

  • Weekly   

  • Bi-weekly    

  • Monthly   

  • Custom



 

STEP 1

IDENTIFY

Identify your must-win logos.

STEP 2

PROSPECT NAMES

Select the individuals you would like to target

at the logo.

STEP 3

TRACKING

Through our specialized tracking software, we inform you of alerts and trends.

STEP 4

IDEAS

Our team will create concepts and content for your team to outreach.

CONTACT US

H.Q.

Newport Beach 

(714) 878 4646

info@princeplan.com

We have multiple satellite locations, here are a few.

Your city not listed? Call H.Q.

Orange County:   (949) 391-8220           San Francisco:   (415) 347 9929

Las Vegas:            (702) 751-1005           Orlando:            (407) 504-1598

©2019 by Beaucara Barker Design