Crm contactually nrip_nihalani_plus91

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How We Build Relationships UsingBy Nrip NihalaniPlus91 Technologies Pvt. Ltd.Adding Value to Healthcare

What is this talk about?

What is it good forOrganizing My NetworkGetting More ReferralsGenerating More Business

How does it do this?Syncs with LinkedIn, Facebook, Twitter, Unlimited Email Accounts, Google Calendar, Apple Calendar, Android Phones and iPhonesDeep Integrations with Google Apps, CalendarSupports Sending of Emails from your own server See Contacts across Accounts in One PlaceGenerates Follow Ups for you based on Set criteriaProvides a Very Useful API

minimal chances of email landing in spam folders

4The Main IngredientsBuckets - 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

BucketsBuckets 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.

TemplatesEmail 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 eventAsking for a referral from a current clientIntroducing a current client to someone in your networkReaching out to someone you havent spoken to in a long timeSending an articleFollowing up with someone after a new job changeProgramsPrograms 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 soSample ProgramsCurrent Client EngagementReaching out to clients you recently worked withNew Contact EngagementPipelinesThe 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 2015We 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 eventCase Study ArabHealth 2015We Created a Program- [TradeShow Initiation]When Someone is added to the Bucket [TradeShow Lead] Send the [ImmediateFollowUp] TemplateAfter 2 Days Send a Connection Request on LinkedInAfter 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 daysCase Study ArabHealth 2015We collected 212 Business Cards148 were contacted within 24 hours of collecting their cardsAll 212 were contacted at least once within 10 days of the event getting over.14 Emails Bounced :: 198 Emails were deliveredresponses were received from 82 contacts within the first 30 days[4 skype calls were setup]BUT in the first 60 Days This number became 104Post the final share in the program, The Article , This number was 138.Case Study ArabHealth 2015Our Deals from ArabHealth 20151 Deal closed2 Deals in the price negotiation stage2 Deals in the qualification stage4 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 have a coffee and a chat sometime.

I am just a text (09561092934) or an email awayEmail: n.nihalani@plus91.inTwitter: @plus91 @nripWeb: http://www.plus91.inFacebook: