Post on 22-Mar-2016
description
Pilot Program Invitation August X, 2012
CONTACT: Andy Wilson / awilson@rexter.com
PROPRIETARY & CONFIDENTIAL
“My relationships are my lifeblood. My job depends on
doing this well.”
I’m suffocating!
You deserve better.
specific goals 1st & only
PRM app develop & mobilize relationships Guides you to
to achieve
1st model for PRM
Analyze
MOBILIZE
Organize Prioritize
Quantitative modeling Advanced algorithms Optimization Artificial intelligence
Built on “geeky science”
Machine learning Emotional intelligence Psychology of business relationships
Organize: Groups
Projects
Sales prospects for deals you need to close this quarter
People you want to meet with at a trade show next month
Your customers to renew in the next 2 months.
Biz Dev people you are targeting for strategic partnerships this year.
Industry VIP's you need to contact this month!
Three new partner deals you need to sign this month!
Relationships
Referral sources who occasionally refer business to you
Long-term sales prospects
Important colleagues who can provide a referral or reference
Talented people you may want to hire one day
Key contacts in a specific city to visit when you're in town
Thought leaders and journalists you want to keep informed about your company
Analyze “I’m very smart, but I can’t rely on my memory to keep up with
3,000 contacts!”
The strength of every relationship
How it grows and decays
B
A Time
Relat
ionsh
ip St
rength
And how to move it from A to B
If you can’t measure it, you can’t manage it
Goal Alert!
Prioritize: Crank through your prospects/projects
Shred your spreadsheets – use project groups instead!
Early feedback is stunning
“This is a no brainer. Relationships drive our business but we’re driving blind. If this helps us win one more deal a year, we’ll pay almost anything for the system.”
Page 14 © 2011, Graphight. Proprietary & Con!dential.
“This is the system we have been looking for. Our business depends on relationships and CRM is not the solution. This is a done deal. When can we get started?”
EVP, Top 10 Insurance Brokerage
“Salesforce automation/CRM is fine for opportunity management but it simply doesn’t work for relationship management. We need a solution like this yesterday.”
“The number of contacts I have to keep up with is overwhelming. My business depends on this and I am fighting the battle with stone age weapons. It is about time!”
“We have lots of technology given our scale but this is the first system that can help us make more money as producers. I will notify our IT sta" that they must support this initiative.”
MD, Top 10 Real Estate Firm
SVP, Top 20 Insurance Brokerage
Exec Director, Top 10 Real Estate Firm
Managing Principal, Major Brokerage
Professional Users Pilot Program
We provide
• 1 (possibly 2) orientations/product introductions/product training
• Follow-on one-on-one session(s) to ensure easy and proper initial set-up & on-going usage
You provide • Commit that 5-10 users will
meaningfully engage during the pilot period (and beyond) • Participate in periodic focus
groups/surveys and provide quotes that may be used in marketing/PR
Cost • Pilot is free • “Engaged” users at any host company during
the 60 launch period will receive 6 months of Rexter subscription for free and have a cap of $30/mo or $299 per year when we commence charging