Getting StartedWelcome to the ClueCRM AppWe have designed this app to make you a more effective sales person. Inside you will not only learn how to use the app but to apply the Clue Method.

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Job # 1 of top small business entrepreneurs is to have a repeatable process to manage all customer proposals and take them to a successful close

Pipeline Check: How many deals do I have in each stage?

Goal Check: Are the proposals on the pipeline enough to reach my sales goal this month?

Lead Check: Am I generating

enough new leads to fill the

pipeline and close the gap?

ClueCRM 360 Sales Method

The Success Loop

It is a loop type of self reinforcement which starts with: • Checking how many proposals you have in

each stage • Identifying sales stages with insufficient

proposals• Goal setting and gap analysis to see where

you need to focus on• Lead Generation efforts to grow prospect

leads and cover gap and continue to build the pipeline

• Use email and scripting tools to successfully target your leads with the right messages

ClueCRM 360 Sales Method

PipelineProposals per pipeline stage

Goal SettingEnter you goal and the period and you will see the pipeline revenue expected and the gap

To develop the system to better manage your proposals you will need to enter in the app all information which is related to:

• Contacts that you have sent offers to• Products which are included in those

offers• Your sales goal• Your sales scripts (optional)• Your email templates (optional)

In this way you can build your first pipeline

What information do you need?

Lets get started!

You need to enter the contact information of all the clients that you have sent proposals or offers to into the ClueCRM app

Decide if:

• You want to import your contacts from the iPad address book. Then select YES and will import all contacts, or

• If you want to enter the contact information manually, then select SKIP

Import your contacts

Enter the products that you intent to sell when using the clueCRM.

• Touch on the settings wheel icon on the top right

• Touch View Product Button• Touch Add New Product Button

Tip: No need to enter now all your products. Only the most active which are included in the proposals that you have sent. You can enter more later

Enter your Products

Sort all your proposals into 3 stages

• Suspect - Those who are interested but have not received a formal proposal / offer by you

• Prospect - Those to whom you have sent a proposal to

• Opportunity - Those who have told you WHEN they will buy. This means a specific day or month in the foreseeable future (ideally next 2-6 months)

These stages are commonly referred as the “Sales Cycle”

Classifying your proposals and potential clients

Tip: Import only the most relevant and actual proposals

• Select the contact that you have sent the offer to

• Touch button Next Step• Touch button Proposal• Enter the required information • Select the proper pipeline stage based on

the definition given

Enter your Proposals

Enter the sales goal target of your business

• Touch Goal form the menu view• Enter your target• Enter your Target Period (Week, Month,

Year)• Enter Sales Starting Date• Touch Set button

After you enter the required information you can see if you have enough deals on the pipeline and the size of the gap.

Setting your Sales Goal

Lead generation is vital to all businesses.

• Use Map Prospector to look for businesses in your area. Simply choose the customer type from a list of 120 segments and map them on the app.

• If you find interesting businesses you can import their information to the ClueCRM address book.

• This is a feature to get you started on the process of lead generation. Use multiple sources for your lead generation efforts e.g. Linkedin, etc.

Generating Leads

Touch on the Map on the menu view• Touch Category Search Button• Enter Zip Code, City, State or Country• Select the Google Category• Touch Fetch More button (lower right) to

get more results

Using Map Prospector

In oder to help you send targeted emails and improve your selling skills, ClueCRM offers:

• Batch email per group stage so that you can sent tailored messages to each stage in the sales cycle.

Communication tools – ClueCRM Email Automation

To enable the use of the batch email function you need to set up your email.

• Touch the settings wheel on the top right• Touch Accounts• Touch Configure Email• Enter:• Email address• Password• Outgoing email (SMTP)

Set email

You can select the level of personalization to your emails

Email Personalization Tool

You can select the level of personalization to your emails

Email Personalization Tool

To include your “talking points” enter the information in the settings

Set Call Scripts

By now you should have:

• Entered all relevant contacts in the Clue app

• Entered all products that you currently sell

• Entered all proposals and see your new pipeline

• Set up a goal and check if you gave a gap

• Used Map Prospector or other sources to get new leads to close the gap

Process Check

Pipeline Check: How many deals do I have in each stage?

Goal Check: Are the proposals on the pipeline enough to reach my sales goal this month?

Lead Check: Am I generating

enough new leads to fill the

pipeline and close the gap?

ClueCRM 360 Sales Method

The Success Loop

Practical Example of a Targeted sales strategy

We see a gap of 15%. This means that the focus is on: 1. Moving prospects to opportunity by

sending a targeted email offer. 2. Generate more leads using Map prospector

or other tools to increase customers in stage Suspect

We have covered a lot of ground in the previous slides. As soon as you are done inputting the information and working for a few days with the app touch the Funnel button. This goes into more detail and offers strategies and tactics to improve your pipeline and help you sell more.

Pipeline Mastery Class