MW Module 3 Video 2Module+3... · WAYS YOU CAN FOLLOW UP WITH YOUR CLIENTS With an automated...
Transcript of MW Module 3 Video 2Module+3... · WAYS YOU CAN FOLLOW UP WITH YOUR CLIENTS With an automated...
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WHOLESALE
MODULE 3
VIDEO 2
Mastering
CREATING SALES SYSTEMS FOR RELATIONSHIP BUILDING
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WHAT YOU’LL LEARN IN THIS TRAINING
✓ Sales Systems: how they will change your life
✓ Key components of successful sales systems
✓ Creating your sales systems
✓ Tools to help you improve your sales and relationships
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SALES SYSTEMS: HOW THEY WILL CHANGE YOUR LIFE
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Solid sales systems that work for YOU will make building
relationships with leads, prospects and current clients a
breeze.
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Sales systems are ANYTHING that is part of the sales
process EVERYTHING involved in the sales cycle.
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SALES SYSTEMS
✓ Will actually help you be more effective in your interactions with lead generation and interactions with buyers .
✓ Allow you to monitor how each store is trending sales-wise and product-wise.
✓ Provide you with easy access to your business history.
✓ Provide you with data that will help you laser target your DREAM stores for certain campaigns.
✓ Give you details on what shows your prospective buyers attend.
✓ Save you time and money because you will always know exactly what you need to do next.
✓ Make training a new employee or contractor super easy!
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KEY COMPONENTS OF SUCCESSFUL SALES
SYSTEMS
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HERE ARE THE 6 MAJOR SYSTEMS
✓ Lead Generation
✓ Client Outreach
✓ Ordering
✓ Follow up
✓ Customer service
✓ Relationship building
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LEAD GENERATION
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SYSTEM FOR LEAD GENERATION
Step #1: Set a specific time aside each week to go through magazines,
blogs, websites, etc.
Step #2: Be specific on the type of stores you want to target - catalog,
online, jewelry, gift, bridal, yoga, etc.
Step #3: Set a goal of 5 - 10 new stores.
Step #4: Add stores to your store list/DREAM store list. This should be
a “live” list that is always being added to.
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CLIENT OUTREACH
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YOUR CLIENT OUTREACH SYSTEM CAN COVER THINGS LIKE
✓ How you are reaching out to new leads
✓ How you are reaching out to existing accounts
✓ How you research to see if the store is a good fit
✓ How frequently you email cold leads vs warm leads vs hot leads
✓ Your client outreach strategy
✓ Email and call scripts that you use during your outreach
✓ How information about our collection is delivered
✓ The type of information you will send
✓ How you will follow up with your leads
✓ When you will be making contact with them
✓ How you track the information on these leads using a CRM
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SYSTEM FOR OUTREACH FOR A NEW COLD LEAD
Step # 1: Found awesome new store in Lucky Magazine.
Step # 2: Did research on store. Its a good fit.
Step # 3: Send email during my blocked out “sales time” Tuesday
mornings.
Step # 4: If I don’t hear back sooner, follow up the following Tuesday.
Track in calendar.
Step # 5: Call store for follow up.
Step # 6: Store requested wholesale info. Send to the wholesale
portion of my website.
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ORDERING PROCESS
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PROCESS OF TAKING AN ORDER
✓ Receive order in person, via website, phone or email
✓ Collect Resale license details and information about the store
✓ Collect payment details for new orders, etc.
✓ Confirm the order
✓ Confirm the ship date
✓ Enter the order into your system
✓ Order goes into production
✓ Order checked and shipped
✓ Payment collected
✓ Follow up 3-4 weeks after the order ships for customer service
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There may be even more components to YOUR
ordering process.
The important thing is that you are doing it the
same way every time.
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FOLLOW UP
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How you follow up is a big part of the sales process.
Consistency is the key.
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WAYS YOU CAN FOLLOW UP WITH YOUR CLIENTS
✓ With an automated message funnel on your wholesale website
✓ Post order with a mailed thank you card
✓ A call/email about 3 weeks after an order has shipped
✓ A call/email about 6 -8 weeks out for a reorder if you haven’t received a reorder yet
✓ Follow up on orders in progress or not placed yet
✓ Follow up on notes at a show
✓ Call or email on their birthday or anniversary, etc.
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CUSTOMER SERVICE
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I know how great of a partner a designer will be the
first time something breaks and he/she has to fix it.
How a designer handles situations like this
determines if I reorder or not.
~ from Tara Silberberg of The Claypot
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CUSTOMER SERVICE SYSTEMS YOU SHOULD HAVE IN PLACE
✓ Thank you
✓ Customer Loyalty
✓ Follow up
✓ Reorders
✓ Returns
✓ Repairs
✓ Inquiry response
✓ Relationship Building
✓ Promotional
✓ Education
✓ Special orders
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EXAMPLE OF A RETURN POLICY
Policy: Products damaged during shipment are
returnable within 7 days of ROG. Please call us for an
RA number. The Return Authorization number must be
labeled on the outside of the box with the return
receipt. Items that are repairable will be replaced and
those that are not will be refunded within 5 days of
receiving the return.
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EXAMPLE OF A RETURN/REPAIR SYSTEM
✓ Item needs repair
✓ Customer calls or emails for RA #
✓ Customer follows your SOP for a return
✓ You receive the package
✓ Check in the merchandise for return or repair
✓ Then follow the system for a repair or a return
System:
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EXAMPLE OF A RETURN SYSTEM
✓ Approve the return
✓ Follow up with client to see if they would like anything to replace what will be refunded.
✓ Refund client card within x amount of days
✓ Send confirmation of return to client
Return system:
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EXAMPLE OF A REPAIR SYSTEM
✓ Send items with RA over to production for repair
✓ Repair within x days (it is important to let your customer know the time frame)
✓ Return items to client with RA #
✓ Follow up a week after shipment to make sure the client is happy
Repair system:
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RELATIONSHIP BUILDING
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Building a strong relationship with current customers is
a very lucrative strategy, which costs much less in
terms of time and revenue than finding new clients.
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RELATIONSHIP BUILDING SYSTEM
Step #1: Make every interaction count / be memorable!
Step #2: When speaking with a buyer make a point to learn something
new about them.
Step #3: Communicate on a regular basis so you stay top of mind.
Step #4: Reward your accounts with support, specials just for them.
Setp #5: View issues as opportunities.
Step #6: Find ways to help their business.
Example of a Relationship Building System:
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CREATING YOUR SALES SYSTEMS
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Observe and document everything you do
throughout the sales process. Then take a look at the
process and figure out how to make it a truly
powerful system.
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CREATING YOUR SALES SYSTEMS
✓ How can you improve the experience for your clients?
✓ How can you improve the efficiency of this system?
✓ Where can you add automation?
✓ Are there emails or phone calls you can templatize/script?
Questions to help your evaluation
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CREATING YOUR SALES SYSTEMS
✓ Lead Generation
✓ Client Outreach
✓ Ordering
✓ Follow up
✓ Customer service
✓ Relationship building
Six major systems
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SIX MAJOR SYSTEMS
Templates and Scripts
Timelines
Call, Email & Postcard Campaigns
Break down each of the major systems and create the following:
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BEST PRACTICES
✓ Schedule your time
✓ Plan your week
✓ Prioritize
✓ Set goals for outreach
✓ Set Sales Goals
✓ Accountability Partner
✓ Evaluate your business
✓ Organize your space
✓ Remain Consistent
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TOOLS TO HELP YOU IMPROVE YOUR SALES AND RELATIONSHIPS
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TOOLS THAT WILL HELP YOU IMPROVE YOUR SALES SYSTEMS
Your Calendar
Call and Email Scripts
Dedicated Email Aliases
Email Autoresponders
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TOOLS THAT WILL HELP YOU IMPROVE YOUR SALES SYSTEMS
✓ Thank you for your email
✓ Hours of operation
✓ Expected response time
✓ A call to action
Your autoresponse can include:
Automate as many things as you can!
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TOOLS THAT WILL HELP YOU IMPROVE YOUR SALES SYSTEMS
✓ Customer support help desk (ZenDesk, freshdesk, osTicket and Help Scout)
✓ CRM - A CRM system will help you better keep track of your customers buying patterns, history and details while you get to focus is on fulfilling customers needs and maintaining / building good strong relationships.
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CRM SYSTEMS
Pricing Plans
www.capsulecrm.com
✓ Free - with storage and contact limitations.
✓ Professional ($12 per user / per month) - more storage, more contacts and premium integrations
A general purpose CRM with all the basics such as contact management, sales pipeline tracking and task management. What sets them apart is their huge list of integrations, a mobile app and a free account option.
Capsule
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CRM SYSTEMS
Pricing Plans
www.karmacrm.com
✓ Always Free - limited users and contacts
✓ Paid plans ($9 /month - $89 /month) - Each tier offers more users and more contacts
karmaCRM has a features list that easily covers the basics: sales task automation, team collaboration tools, Google integrations customizable
interface, and a task manager. But they also have a robust customer management system that performs automated social media profile lookups,
event calendar, and offers in-depth tracking.
Karma
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CRM SYSTEMS
Pricing Plans
www.method.me
✓ 30-day free trial
✓ Standard ($25 per user / per month) - all basic features
✓ Pro ($40 per user / per month) - extra add-ons and advanced customization
A CRM created specifically to integrate and sync with Quickbooks. A Method:me user can create customer portals for contacts to view/pay invoices
and initiate new orders. There is also functionality that allows users to track leads, service tickets, and contact interactions.
Most notably, besides the Quickbooks integration, a Method:me account can have unlimited contacts. They also offer integrations with Gmail, Outlook,
MailChimp, SmartVault, and several payment gateways.
Method:me
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CRM SYSTEMS
www.reallysimplesystems.com
www.salesforce.com
www.zoho.com
www.methodintegration.com
Other CRM systems:
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CRM SYSTEMS
✓ Account/Store Name
✓ Bill To addresses
✓ Ship To addresses
✓ Buyer’s name - first and last
✓ Buyer’s title
✓ Buyer’s email address
✓ Payment Terms
✓ Representative who spoke with the customer
In a CRM system, set up a profile for each client that includes the following:
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CRM SYSTEMS
✓ Work Phone #
✓ Cell #
✓ Fax #
✓ Resale # (required by law)
✓ Store locations if more than 1 store
✓ Type of store
✓ How they found you
✓ Their website url
✓ The Markets/Trade shows they attend
✓ Their birthday (month & day)
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TOOLS TO HELP YOU IMPROVE YOUR SALES AND RELATIONSHIPS
Systems Software
To make your life easier, there are now online
resources (like sweetprocess.com) to help you
create your own systems.
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WE HAVE SOME RESOURCES FOR YOUR TOOLBOX
✓ F&TA Sales systems guide
✓ Call and Email scripts Templates
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TAKE ACTION NOW! Download the worksheets and get started!