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Sales + Marketing = Increase Sales

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by

Jamie Leiphart

on 30 June 2015

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Transcript of Sales + Marketing = Increase Sales

NPS 6 or below
REQUIRES
follow up
[3]
KEY POINTS

CUSTOMER SATISFACTION

WATCH for new tools...
New sales content quarterly
-Sales presentations
-Power Point templates
-Case study & Success Profiles
Website reface
Social Media updates
Email signatures
EASY STEPS TO INCREASE SALES
FOLLOW UP
LISTEN
WATCH
[Salesforce based program]
SENT
when
Final Invoice Date
is entered
SENT TO
"survey contact"
SENT FROM
Jamie Leiphart
on behalf of AM
SURVEY COMPLETE
- Alert to AM & Sr. ISR
FOLLOW UP
- tasks created
TRACK RESULTS
using the dashboards
Help
provide the
content
your customers want through the
channels
they want to get it .


Task assigned
through Salesforce
COMING SOON!
Closed-Lost survey
TAKING THE SURVEY
RESULTS?
Link to survey results will be emailed to AM, Sr. ISR
Viewable through opportunity
Available on the dashboards
Useful, informative content positions CCI as technology leaders

& helps impact the sales cycle


NPS SCORE
Net Promoter Score (NPS)
What
type of content
do they want to read about?
What questions
are your customers asking?
THE "ASK" OF SALES:
Utilize latest tools
Use existing messages- do not create your own!
Push customers to website
Communicate successes to Marketing
Re-tweet or share social content
TELL MARKETING!
WATCH for where to find the tools...
Salesforce>
LIBRARIES>MARKETING
Salesforce>
MARKETING CALENDAR
Salesforce>
CAMPAIGNS
Salesforce>
CHATTER
Website:
www.ccisystems.com

Twitter:
@CCISystemsInc
LinkedIn:
CCI Systems, Inc.
...or ASK MARKETING!
Get all that? Don't worry!
The specifics will be emailed to you after this meeting!
THANK YOU!
THE "ASK" FROM SALES:
THE "ASK" OF SALES:
Follow up with
ALL
tasks- these customers are unhappy
Review your dashboard often, know where your satisfaction levels are compared to corporate
Any questions?
Let us know what your customers are saying.
Example email to customer
Example of email with
link to survey results
Example of
task
assignment email
MEASURING SATISFACTION
TRACKING RESULTS
Email task reminder for follow up every:
- 48 hr (AM + Sr. ISR )
- 72 hr (AM + Sr. ISR + manager)
Task must be completed to stop notification
Dashboards: Overall & Individual
RECAP
1.
Watch
:

for new tools
2.

Listen
:
to customer questions & requests
3.
Follow up
:
turn detractors into promoters
The 3 questions your customers are asked
To update status of task:
TASK>EDIT>STATUS>COMPLETED
Must include
explanation in
"Low survey score resolution"
field
Full transcript