Simplify processes
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Transcript of Simplify processes
Presented by Steve Richards
Simplify Processes
Annual Tasks
• Bi-Annual Tasks
• Quarterly Tasks
Monthly Tasks
• Every Month
• Specific Months
Weekly Tasks
• Every Week
• Daily Tasks
Analysis
NewClient
ClientData
Financial
Appointments
Prospects
Suppliers
Marketing
Data Flow & Storage
You should know this information and exactly where it is stored.You should have access to this data anytime you need it.
Think, Stop & Simplify
Manual
Process
• Cannot be automated
• Should not be automated
Can be Automated
& Centralised
• Solution Known
• Solution Unknown
Can be farmed out
• Staff
• Contract out
Analysis
You can do this yourself…I can help you do it better!
Manage Data Flow & Storage
Customer
Acquired Upsell in xx Weeks
Lead
Converted Not Now
Prospect
Convert Now Not Now
Can be automated& CentralisedSolution Known
Customer Relationship Management
CRM systems exist in their thousands.Some are Industry or Vertical SpecificSome are General like: vTiger, SugarCRM etc.
Immediate & Instant Reporting about Your Business
All CRM Systems make access to customer data and client documents easy and simple.
Should Incorporate Quotes, Invoices and eMail
• Identify Prospects
• Manage Marketing
Campaigns
• Market to Prospects
• Convert to Lead
• Convert to Client
• Manage Clients
• Manage Client Data
Any descent CRM will make it easier for you to……
• I’m a one man band – Don’t need it!
• Do it now and expand into it
• Too many clients in too many systems
• Let IT worry about importing data
• Too expensive
• £120 p.a. unlimited user accounts and
data storage (£10 per month).
Typical Objections and Beliefs
If Nothing Else…….
Presented by Steve Richards
Simplify Processes
Is that Mike
Mills in his
school days?