Sales Pipeline

Creating a Profitable CRM Strategy for Your Business

To run a successful (and profitable) business you need to make certain that you’re generating fresh leads, converting them, and then retaining those customers for as long as you can. With marketing and lead generation costing five times more than retention it makes a lot of financial sense to keep the clients you’ve already won. But to grow you need more of the same. This is where...

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Build your ideal follow up or sales process once and use it 1000s of times over.... Within your business you no doubt have processes for a lot of the tasks and daily processes that you need to perform to keep things running. One of those tasks (one of the most essential areas for growth) is converting sales. Following up, checking in, and nurturing that sales process should be given dedicated time and focus. It can feel daunting when you’re working from a blank page, but get a system in place and you’ll simply be following a set of proven steps instead, making things a lot simpler and easier to manage. Effective software and automation saves time and makes you more efficient and profitable but it also ensures key tasks get done. That’s where SalesRadar comes in... Audiences - helping you build, remember and carry out a proven process over and over again. Audiences are one of the core parts of SalesRadar and work with you to help you stay more consistent. Take networking, for example. It’s well documented that the money is in the follow up and also that following up is massively underused. It seems crazy, but many networkers simply don’t do the one thing that drives the most business in networking. This is an easy thing easy to fix and Audiences can help you. Following up after a business networking meeting can be as simple as following these steps: ⁃ Add their details to your CRM ⁃ Send an email a day later ⁃ Arrange a call or meeting ⁃ Check the meeting is confirmed ⁃ Check in with them on social media ⁃ Send them a quote ⁃ Follow up on the quote You might have several different approaches to different types of connections too. You could have a follow up system for: ⁃ Someone you need/want to connect with someone else ⁃ A contact you might be able to gain referrals from ⁃ A business you want to buy from. You could build a follow up for each occasion... and then do it consistently each and every time. It’s really simple. Just head over to the Audience section on SalesRadar and build the process and you’ll be able to have tasks and reminders automatically added to your contacts whenever you assign that Audience to them! Test it and tweak it Of course, you might not get it right first time. Sometimes you might need to adjust your processes and systems. If you’ve added an Audience to your contacts and you feel that you need to add a step, remove one, or simply tweak it, then you can. It will apply that across your contacts. Handy. Track it The beauty of a CRM is that you can track your success, too. So, using the networking example you’ll be able to see how successful your networking is, how many touch points you need to convert a sale, and more useful information to help you decide what works and what doesn’t. Tracking progress helps you to improve. You can only really tweak it and improve it when you see what works and what doesn’t. Maybe one particular networking meeting doesn’t lead to any sales at all, and maybe another meeting gets you lots of referrals. You’ll be able to tell and act on this information. Card scanning makes it simple With SalesRadar we also built a mobile app that will scan a business card and drop all the information into your CRM. The app will take all the contact details and populate them in the right fields and save you loads of hassle and typing. But there’s more... With the app you can also assign an Audience to the contact when you scan them! So - you guessed it - when you meet someone new at a networking meeting you can not only add them to your CRM but you set an group of tasks and reminders to help you or your team follow up with them in your preferred and proven way. We’ve even built one for you and it comes FREE with SalesRadar Struggling to know what works best? We’ve built a follow up process that we loved so much, we added it to SalesRadar for FREE! It uses email, the phone, direct mail, and social media to help you nurture sales conversations from networking meetings. We even include it in the free version of SalesRadar. Following a proven process over and over again can help you grow your business... If you have a process that you know works then automating it or just setting steps and reminders to help you and your team complete it will give you a discipline that will help you grow. SalesRadar could help your networking, your sales, your prospecting, or even your internal client work. It’s really up to you. Audiences help turn proven processes into consistent practices at the click of a button or scan of a card. Ask us if you need help setting up Audiences within SalesRadar.

Within your business you no doubt have processes for a lot of the tasks and daily processes that you need to perform to keep things running.   One of those tasks (one of the most essential areas for growth) is converting sales. Following up, checking in, and nurturing that sales process should be given dedicated time and focus.   It can feel daunting when you’re working from a blank...

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Why a CRM is Critical to Your Business Growth and Success

When it comes to business success and growth there are few, if any, examples that don’t have systems and processes at the core.   When you consider a business, what is it made up of?   The employees? Maybe.   The customers? Possibly.   The office building, brand, or products and services? Well yes.   But if you were to sell it, how would all that fit together?   You could argue that without processes a business...

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We’re Going to Give Away a Little CRM Secret…

Your CRM (Customer Relationship Management Tool) should be the heart of your business.   If you’re trying to grow your business then your CRM should be one of the areas you look first to find the possibilities and future sales in your funnel.   If you’re going to networking meetings and not using a CRM then you’re making it harder for yourself and/or your sales team.   If you’re not using...

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What’s a CRM and Why Do I Need One?

What’s a CRM and Why Do I Need One?   A CRM is a Customer Relationship Management tool. It’s a bit of software where you manage business relationships and keep information on people of interest, like potential and current clients. The idea is to drive retention and also grow sales.   It hosts all of your contacts’ details including emails, phone numbers and any correspondence you have with them....

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Getting New Leads Might be Costing You Business…

Want more business? Of course you do. Without it you’ll be in trouble like ToysRus, Blockbuster, and some of the other big names we’ve seen fall. Innovating is incredibly important here, too.   But getting new customers is where your business focus should be concentrated. Isn’t it?   Well… sort of.   More often than not, we see businesses chasing new leads. Well, we would – that’s what SalesRadar is very...

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Do You Come Here Often? Coffee, Meeting up, and Staying in Touch With Your Leads and Customers.

  What’s the one thing that your customers and leads care more about than anything else? Well, apart from their business. It’s themselves, of course. They’ll care more about their business and how well they’re doing than your business and how much business you’re winning.   In sales terms this means that you’ll want to show them that you care about them, but also that you know a...

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Your CRM is Useless When You Do This to it…

“I didn’t have time to work ON my business today. I’m always working IN it.”   “I couldn’t get that done this week as I had client work on.”   “I was going to do it on Wednesday but I went networking and then had some client calls.”   “I don’t have time to…”   We’re going out on a limb here, but we think that your business is more important than your...

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Wanting to Follow Up Isn’t Enough…

Most business owners and marketers know that “the money is in the follow-up”. They’re aware you need to keep in contact with people you meet at networking events or those who enquire about your business.   Most people know that.   Most people also know that you can’t just follow up once or twice; they know it takes multiple times and different channels.   Most understand that.   Most businesses spend time bringing...

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Talking to Your Funnel: 2018’s Ground-breaking Strategy

At the end of 2017 there were over 1Million apps on the Google Play Store and 2.8Million on the App Store. There’s an app for almost everything.   It’s easy to see how digitally connected we’ve all become. If you’re anything like us, you’re rarely more than a few metres from your smartphone – even when you’re in bed at night.   We’re connected more than ever…. But we’re...

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