Working Smarter Not Harder

We will be starting at 19:00 GMT

InTouch Success Centrehttp://support.intouchcrm.co.uk/

https://www.facebook.com/intouchcrm

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http://www.linkedin.com/company/intouchcrm

Matthew Ruddle

Customer Success Director

@MattRuddle

http://www.linkedin.com/in/matthewruddle

Agenda

• The General Tips• Systemise It with Automation• Q & A• Final Thoughts

The General Tips

Tips

• Plan – don’t go into any day blind, plan it out and attack it head on with that plan in mind

Tips• Set Goals to measure and celebrate success!• But that doesn’t mean having 100 and 1 – set

3 or 4 daily goals

Tips

• Automate – Put cogs into the process to help take the day to day strain off your shoulders

Tips

• Learn – It sounds strange to suggest to spend time (which you might not have) to learn… BUT learning means you can adapt, change and work in ways you didn’t know existed

Tips

• Focus – Don’t waste your time doing lots of things ok – do one thing GREAT then do the same with the next thing

Systemise it with

Automation

So what is Automation all about then?

Automation is about doing things

in a systemised way

Having a process that worksand doing it time and time

Again

Think Differently

So what is Automation all about then?

It’s aboutsaving

yourselftime

It’s not just Email!

Create Tasks

Do you have a checklist for new customers?

Have the sequence built to help you make sure no steps are missed

It’s not just Email!

Build your sales pipeline by adding leads quickly

It’s not just Email!

Create Leads

Track Business by creating leads

Then add tasks to those leads to allow you to follow up – even within the same sequence

It’s not just Email!Move people between groups

Adding Steps to campaigns to help you regroup contacts means that you end up with better customer segments…. Without you sitting there and manually doing it

Plan it

• Set Goals for what you want to achieve

• Create a flow chart to fully see your process

• Use Gliffy, MS Visio, Pen and Paper! (Maybe Pencil)

Q & A

Final Thoughts

Draw a line in the sand – take the time to plan how to automate your processes, it might add more time now

but the savings down the line will be paid back with interest!

What’s Next?

When is the next Webinar?

• 24th June/ 1900hr GMT• What’s it on? Automation – Step by Step• http://

support.intouchcrm.com/articles/webinars/webinars-coming-soon

InTouch Success Centrehttp://support.intouchcrm.co.uk/

https://www.facebook.com/intouchcrm

https://twitter.com/intouchcrm

http://www.linkedin.com/company/intouchcrm