How Savvy PPC Advertisers Generate Phone Call Leads [Webinar]
Being successful with leads and sales webinar April 15
Transcript of Being successful with leads and sales webinar April 15
Do you want more business?
Using the InTouch Leads and Sales Module
We will be starting at 19:00 GMT
InTouch Success Centrehttp://support.intouchcrm.co.uk/
https://www.facebook.com/intouchcrm
https://twitter.com/intouchcrm
http://www.linkedin.com/company/intouchcrm
James White
Founder & Small BusinessGrowth Champion
@jijwhite
http://www.linkedin.com/in/jijwhite
Agenda
• Why Use Leads and Sales
• Some of our terms and screens explained
• Let’s take the journey of a Lead in the
system
• A Few Helpful Tips
• Q & A
• One Final Thought
Why Use Leads and Sales?
We don’t want this happening to ANY of our customers!
www.intouchcrm.com
“A business without sales is not a businessit’s a Charity”
Using the Leads and Sales module will help
You Follow up effectivelyRemind you to do things at the right time
The First Step – Explanations
Lead and Sales Terms and their
meanings
• Prospect Someone you would like to work with
• Customer Someone you have worked with
• Lead An opportunity with either a Prospect or a Customer
• Sale A converted lead
• Pipeline The stage in the sales process
• Probability Your ‘confidence’ in winning this lead
• Value What you think the lead is worth
• Lead Source Where the opportunity came from
• Target Close The date you expect the decision to be made
• Task An action to take to move the lead forward
Lead Settings - Explained
Use Filters to ChangeKey Report Information
The Pipeline View - Explained
The Stage Name & Column totals
Amend to suit your business
Who the leadis managed by in
your company
The final destinationfor ANY lead
Creating a Lead - Explained
Lead Tasks - Explained
Click on a Task to open up the menuRed = No Tasks
Amber = Tasks OverdueGreen = Tasks not due yet
Enter what isTo happen next
Remind yourself & Notify others if needed
Lead Reports - Explained
Use Filters to ChangeKey Report Information
Let’s Create a Lead
A Few Helpful Tips
Have a target and work towards it – Goals Drive Dreams!
A lead without an action is like a ship without a destination- What is the next step?
Read customer signals and look out for Red Flags – Be honest with your chances!
Be Disciplined – This is your livelihoodremember!!
Now what?
Move from paper to using InTouch and drive MORE Sales
Q & A
One Final Thought
When is the next Webinar?
• 15th of April
• What’s it on? Email Marketing – Everything you have wanted to know and more!
• https://intouchcrm.clickwebinar.com/Email_Marketing/register
InTouch Success Centrehttp://support.intouchcrm.co.uk/
https://www.facebook.com/intouchcrm
https://twitter.com/intouchcrm
http://www.linkedin.com/company/intouchcrm