May 5 2016

+present

Turbocharge Your Sales with Phone & CRM Integration

Who am I?

Greg PlumDirector, Partner MarketingContactually

And my co-presenter…

Jeff KueiCo-FounderKixie.com

What’s on the agenda?• Quick overview of Contactually

• Best sales practices using Contactually

• Walk-through of how the Kixie team uses Contactually, including

• The value of the Kixie integration with Contactually

• Making the most productive sales calls

• Live Demo of Kixie + Contactually

• Q&A at the end

• We have a large audience and all attendees will be muted.

• If you have any questions, please use the chat function in GoToWebinar — we’ll stop and answer questions throughout the hour.

• We are recording today’s webinar. Check your email in the next 24 hours for a link to the recording.

Things to keep in mind during this webinar

Let’s get started!

Let’s Get Results

Follow Up!

• Who should you be following up with to grow your business?

• Never let any leads go to waste!

Contactually is Hungry For Data

The Phone is Your Friend

Supercharge Your Sales Process

• Log all interactions (emails, phone calls, meetings) with contacts

• Follow up with the best contacts ASAP.• New leads followed up within 5 minutes

= 8X more likely to close.• Schedule a future activity with contacts• Add/remove contacts into the correct

buckets

Better Together!

We all know following up is important, but nearly all of us

drop the ball• It takes a lot of work and is generally time-consuming

• The pay-off isn’t always immediate• People are probably going to slip through

the cracks

• Kixie picks up the ball for you!

Never Forget to Follow Up• Automically bucket missed phone calls

from contacts

Follow Up with Right Leads

• Automatically log all interactions (emails, phone calls, meetings) with customers

• 1-click scheduling of a future activity

• Automatically segment and bucket all new leads

Follow Up with Right Leads

Streamline Your Daily Tasks

• Utilize the Contactually Dashboard to crunch through all your daily tasks

Now Let’s See This in Action!

So how do the best entrepreneurs use

Kixie + Contactually?

• Automatically organize & prioritize your list of business prospects

• Automatically initiate a customizable follow-up strategy

• Guide your daily actions to be consistent with contact goals that you set

Use Contactually to:

• Make and receive phone calls that sync automatically with Contactually

• Schedule follow up activities with contacts

• Keep track and follow up with missed phone call leads

Use Kixie to:

Try us out for free!Visit kixie.com

http://www.kixie.com/contactually.html

To get your Contactually free trial account:

https://www.contactually.com/invite/kixie

+

Thanks!

We’ll follow up in the next24 hours with the recording