Sales – using technology to beat the competition

Using technology to beat the competition to that important first meeting!

Typically, a potential customer will visit several websites in order to gather information and arrange meetings with suppliers.

Experience shows that first responders will have a better chance of winning that business.

However, most suppliers have a manual process where the ‘Contact Us’ response is sent via email to a specific salesperson. If that salesperson is not available, is ill or on annual leave – that lead is left unanswered.

We’ll demonstrate a live online system that shows how to capture Leads from your website early, arrange meetings straight away and deal with enquiries professionally and efficiently – with the minimum of user interaction.

This reduces the engagement time from potentially days down to minutes and will increase your chance of winning the business.

• Complete a Contact Us form on a website choosing items/products for discussion.

• Show the Lead being created automatically in the CRM.

• Show an email responder automatically sending a tailored response to the Lead.

• Show the Prospect selecting a date/time for a meeting (online or face to face)

• Show an action being created for a Sale Rep to contact the Prospect and confirm the meeting.

• Show a Survey being sent to capture additional details for the meeting.

• Show a ‘Thank You’ email being sent automatically back to the Lead.

• Show how all this is recorded in the CRM.