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Transcript of Crm contactually nrip_nihalani_plus91
How We Build Relationships Using
By Nrip Nihalani
Plus91 Technologies Pvt. Ltd.Adding Value to Healthcare
How does it do this?
• Syncs with LinkedIn, Facebook, Twitter, Unlimited Email Accounts, Google Calendar, Apple Calendar, Android Phones and iPhones
• Deep Integrations with Google Apps, Calendar
• Supports Sending of Emails from your own server
• See Contacts across Accounts in One Place
• Generates Follow Ups for you based on Set criteria
• Provides a Very Useful API
The Main Ingredients
• Buckets - Create Buckets to Put Contacts In
• Templates – Create Well Crafted Templates for Common Purposes
• Programs – Create a Set of Linear Steps to Take for a Variety of Outcomes
• Pipelines – Trace Leads through various stages
Buckets
• Buckets are how we organize and segregate our contacts.
• Contactually sends us Daily/Weekly reminders of who to follow up with based on the buckets we have organized and the bucket rules we set.
Templates
• Email templates allow us to send the same message, but personalized, to our contacts.
• Having a pre-written template allows us to send the message with just a few clicks of a button.
• Must Have Templates – Following up with someone
after an event
– Asking for a referral from a current client
– Introducing a current client to someone in your network
– Reaching out to someone you haven’t spoken to in a long time
– Sending an article
– Following up with someone after a new job change
Programs
• Programs allow us to set up a series of actions with a particular contact or group of contacts over a period of time, either automatically or by nudging us to do so
• Sample Programs
– Current Client Engagement
– Reaching out to clients you recently worked with
– New Contact Engagement
Pipelines
• The Pipeline functionality provides a visual representation of where our deals are in their current process and what steps need to be taken.
• A pipeline is broken into Stages while stages are broken into Deals.
Case Study – ArabHealth 2015
• We Created 4 Templates
– [Immediate Follow Up]
– [Post Event Follow Up 1]
– [Post Event Custom Follow Up]
– [Post Event Follow Up 2]
• We Created a Bucket – [TradeShow Lead]
– We planned to add everydays contacts into this bucket
• We did it for 3 of the 4 days
• We added the final days contacts 3 days after the event
Case Study – ArabHealth 2015
• We Created a Program- [TradeShow Initiation]– When Someone is added to the Bucket [TradeShow Lead] Send the [ImmediateFollowUp] Template
– After 2 Days Send a Connection Request on LinkedIn
– After 9 Days “Ask me to follow up” – We planned to then use either the [Post Event Follow Up 1] or the [Post Event Custom Follow Up] template based on my notes.
– After 39 Days “Ask me to follow up” – We planned to use the [Post Event Follow Up 2]
– After 60 Days “Ask me to follow up”- We planned to share an article from the company blog or my curated news blog depending on the tag I have added in these 60 days
Case Study – ArabHealth 2015
• We collected 212 Business Cards
– 148 were contacted within 24 hours of collecting their cards
– All 212 were contacted at least once within 10 days of the event getting over.
– 14 Emails Bounced :: 198 Emails were delivered
– responses were received from 82 contacts within the first 30 days[4 skype calls were setup]
– BUT in the first 60 Days This number became 104
– Post the final share in the program, The Article , This number was 138.
Case Study – ArabHealth 2015
– Our Deals from ArabHealth 2015• 1 Deal closed
• 2 Deals in the price negotiation stage
• 2 Deals in the qualification stage
• 4 Deals in the early discussion stage
– We found that Contactually worked for us and it was worth the money and time investment
Get yourself a Free Trial Using My Personalized Link http://www.contactually.com/i/loqdprws
Lets have a coffee and a chat sometime.
I am just a text (09561092934) or an email away
Email: [email protected]
Twitter: @plus91 @nrip
Web: http://www.plus91.in
Facebook: http://www.facebook.com/plus91.in