BUSINESS RETENTION AND
EXPANSION - WEBINAR
MEET “JOE”
A BUSINESS RETENTION &
EXPANSION (BR&E) PROFESSIONAL
The
Pro
HE NEEDS TO KNOW HIS CLIENTS
BETTER
The
Pro
SO THAT HE CAN FOCUS HIS
EFFORTS ON MEETING THEIR NEEDS
The
Pro
I need
help!
The
Pro
HE MAKES FREQUENT APPOINTMENTS
WITH HIS CLIENTS TO MEET THEM AND
COLLECT INFORMATION
The
Pro
BUT THERE ARE HUNDREDS OF
CLIENTS AND ONLY 1 JOE.
The
Pro
THIS MAKES IT DIFFICULT TO ESTABLISH A
PERSONAL RAPPORT WITH ALL OF HIS
CLIENTS.
HelpHelp
Help
Help
Help Help
Help
Help
The
Pro
AND IT’S TOO DIFFICULT TO COLLECT
CLIENT-SPECIFIC INFORMATION AND
DISTILL CRITICAL INSIGHT FROM THIS
DATA.
The
Pro
EVEN WHEN HE IDENTIFIES THE
PROBLEM, IT CAN TAKE HIM SEVERAL
DAYS TO SEND HELPFUL INFORMATION TO
HIS CLIENTS/CONTACTS.
The
Pro
JOE WANTS TO HELP LOCAL
BUSINESSES SUCCEED AND GROW.
The
Pro
BUT THESE LIMITATIONS AFFECT HIS
PERFORMANCE AND HIS COMMUNITY – HE
NEEDS SOME SUPPORT
INTRODUCING THE PROTRACKPLUS
CLOUD-BASED BR&E MODULE
IT’S BUILT SPECIFICALLY FOR JOE, THE
BR&E PROFESSIONAL
The
Pro
PROACTIVE
NOW JOE CAN PLAN MEETINGS, SURVEYS,
PHONE CALLS, AND E-MAIL COMMUNICATIONS
WITH HIS CLIENTS WELL IN ADVANCE USING
THE TOUCHPOINT PLANNING TOOL.
The
Pro
MOBILE
JOE CAN UPDATE CLIENT/CONTACT
INFORMATION WHILE TRAVELING ON HIS
MOBILE PHONE OR TABLET.
EFFICIENT
HE CAN ACCESS THE SURVEY MODULE TO
COLLECT INFORMATION FROM ALL CLIENTS
ELECTRONICALLY –
NO MANUAL PAPERWORK REQUIRED.
CUSTOMIZABLE
JOE CAN EITHER USE SURVEY TEMPLATES
DESIGNED BY EXPERT BR&E CONSULTANTS
AND SUBJECT MATTER EXPERTS (SMES)
OR DESIGN CUSTOM SURVEYS TO COLLECT
DATA.
The
Pro
REPORTING DONE FOR YOU
DATA CAPTURED THROUGH SURVEYS ARE
STORED AND AUTOMATICALLY ANALYZED
AND PROVIDE DEEPER INSIGHT ABOUT THE
CLIENTS.
Total Pending, 1
1%
Total Responded
, 89%
Survey Breakdown
EXECUTIVE LEVEL ANALYSIS
JOE CAN IMMEDIATELY SHARE CREATIVE REPORTS
FOCUSED ON MACRO-ECONOMIC FACTORS, CLIENT
RETENTION, AND THE IMPACT ON THE COMMUNITY
IN SECONDS
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Business Needs
Alternative Needs
Economic Outlook
Leadership Status
Business Performance
Retainable Ratings
44%
78%
60%
95%
83%
72%
Reta
ina
ble
Pe
rce
nta
ge
Retainable Ratings Summary
RESPONSIVENESS TO CLIENTS
THE RESOURCE DATABASE IN THE CLOUD ALLOWS
JOE TO COLLECT RELEVANT INFORMATION IN ONE
PLACE AND SHARE IT WITH HIS CLIENTS INSTANTLY.
The
Pro
INTEGRATION
FROM NEW BUSINESS LEAD TO BR&E
COMMUNICATIONS,
THE DATA SEAMLESSLY FLOWS FROM SALES
TO SERVICE.
THE SYSTEM
MAKES JOE’S DAY MORE SIMPLE, MORE
AUTOMATED, MORE TARGETED, MORE
EFFECTIVE…
AND OCCASIONALLY END A LITTLE EARLIER!
IN CONCLUSION