Strategy Archives - Page 2 of 2 - Lebertech Technology Services

Automation, Blog Posts, Communication, CRM, CRM System, Leads, Productivity, Strategy, Systems And Processes, Tips and Tricks

How To Touch More Leads And Develop More Relationships In Less Hours

Consistent and timely communication with leads, prospects, clients, and customers is a requirement to keep your sales pipeline full of opportunities.

As a successful sales professional, following up and truly building relationships and stewarding opportunities through the customer journey can be a time-consuming process.

In most cases, this leaves a sales professional with two options on how to touch leads consistently:

Spend time writing emails and handwritten letters at your desk for hours a day. This means going to the CRM and looking up the prospects name and contact information and handcrafting a simple “thank you for coffee” email by hand. If you’re new to the organization you don’t know what to include and what others have used before (you’re left to the wolves).
You skip this step and continue working with new donors hoping to close the deal upon that initial meeting. And when you look back and see that you have met with dozens of prospects and generated a number of opportunities to cultivate, you realize it’s been so long since you spoke with them you can’t remember what you spoke about or if you thanked them for the meeting.

In this situation, you need a system that can automate some of these processes or at least make them faster.

Segmented data-driven email marketing automation creates an environment where the sales team and the customer feel supported throughout the customer journey.

As you can see in the images below you can develop organization-wide or individual sales follow-up templates that can be used to easily send personalized communications out to leads and prospects.

These templates merge in the unique information of the constituent from the CRM record, as well as the meeting information (online screen sharing link) should you choose. Once the appropriate template has been selected you are then allowed to enter the unique text to personalize the templated letter based on the relationship and move on with your day.

If you’re looking to get hours or days back on your schedule, this may be the solution you’re looking for.

March 13, 2019/by rebsaf3

Blog Posts, CRM, CRM System, Dashboards, Data, Reporting, Sales, Strategy, Systems And Processes

Understanding Your Sales Pipeline Using Forecasting Reporting

Being able to determine how your sales pipeline is performing throughout the year can be challenging to understand without clear and simple reporting.

We would like to encourage you to PAUSE for a moment and develop a visual representation of your sales pipeline.

Your pipeline should not only be for the fiscal year but break that bad boy down into quarters or months.

Proactive Sales

Approaching sales with a proactive approach rather than a reactive approach is where you can use technology.

Integrating technology into your sales process enables you to make real-time adjustments to your sales strategy.

In a favorite CRM software of our is Zoho CRM; where included in the CRM is a module called Forecasts that provides the entire organization performance reporting by individual solicitors and organizational role.

With the selection of the year and quarter (or monthly) you can understand the current deals in the sales pipeline and if they have been funded or the percentage of likelihood that they will be.

This type of reporting allows the entire organization to understand the current status of revenue.

Empowering sales professionals to know not only the current progress to goals but to understand where they need to focus attention and resources to close deals successfully.

February 13, 2019/by rebsaf3

Automation, Blog Posts, Communication, Marketing, Nonprofit, Productivity, Strategy, Systems And Processes, Workflows

The New Imperative of CRM Automation and Why It’s Time for Nonprofits to Embrace It

The role of automation has moved from being a luxury item within CRMs to an imperative and is one of the key ways to increase productivity throughout your organization. Thankfully a few of the CRM’s out there designed for nonprofits have made the setup and running of automation far more user-friendly and far more powerful than it has been even in the last few years. With older CRM’s automation was a cumbersome and clunky undertaking for users and it took a lot to get even basic automation running. As such, it was underutilized and typically either not set up, or only used for a few redundant processes. This stood in juxtaposition to most corporate CRM’s whose designers focused heavily on automation and recognized it as the game changer in efficiency gains that it really is. So now is a great time for your nonprofit to embrace using CRM automation as it will only be growing in relevance in the coming years. Another tangential benefit of automation is that it inspires planning. If you know what automation and workflows to put in place it is because you know how these fit into overall goals and outcomes for your organization, both internal (for example, tracking development team lead conversions) and external (for example, getting a campaign to its goal).

Automation is a functionality worth asking about in some detail if you are exploring a new CRM. Here are a few guiding questions:

Is automation easy to set up? This is definitely something you would want to see demonstrated in a demo.
Will automation run on social, email, chat, survey responses and support tickets – in other words, does it apply across the system?
Can you visually see the flow of triggered actions? If it isn’t intuitive to you, it can create problems when executed.
Does automation include real-time notifications? Will staff be alerted when someone engages on any channel (email, call, chat, survey response, support ticket, social)?
Will your CRM suggest macros for recurring actions and workflows the system sees you repeating? Users are busy doing, and sometimes don’t realize there might be a way to automate a set of tasks; smart CRM’s will see these patterns and ask users with a prompt whether they would like to add a macro to automatically run a series of actions.

Automation is an upfront investment in set-up and mapping out of workflows and communication triggers that compliment user’s roles. But the investment is well worth it these days as it is one of the most valuable tools in helping your team keep up with its many communication channels and to free them up to focus on higher level engagements and opportunities at timely periods within a given cycle or workflow. Across your organization, automation is the key to scaling your marketing, fundraising, and other communication efforts so take the time to see what your CRM can do. Power to the user!

Want to see automation in action? Here’s a quick video to show you how to set up a basic workflow:

For more information on Nonprofit Vertical Source CRM click here.

November 23, 2018/by rebsaf3

Blog Posts, Communication, CRM, CRM System, Data, Marketing, Productivity, Sales, Strategy, Systems And Processes, Tips and Tricks

Opportunities Boards – Increase Your Chances of Sales Opportunities Knocking

When sales opportunity knocks, of course, you want to answer the door, but getting the opportunity to come a-knockin’ is always the harder part.

If you haven’t used an Opportunities Board before, this can be a great way to get your arms around all the possible engagement possibilities (sales collatoral) your organization has and centralized them all into one place.

With so many communication channels it’s easy to feel like you are having to look in multiple places to find the engagement tools you need to interface with a particular audience or campaign.

Opportunities Boards create one document for all and become the hub for your available resources and sales engagement opportunities.

We recommend storing this document somewhere in your CRM that your entire staff has access to so they can add resources as they come up or are created.

In many cases within larger organization’s different departments might have resources that staff in other areas are entirely unaware of, so this exercise really is one that sheds light and empowers all.

It is also a great net efficiency gain because instead of looking in the ten places an opportunity might be living, you just have to reference one document that links you to the sources you need for a particular outreach or initiative.

It also means you won’t miss that additional resource that you forgot was even out there.

One other big plus? You will likely realize you have more opportunities to engage leads and prospects than you thought!

October 17, 2018/by rebsaf3

Blog Posts, Communication, CRM, CRM System, Ecommerce, Marketing, Sales, Social, Strategy, Systems And Processes

How Social Selling Has Become a Lifeline for Every Company

For many companies, social channels have been a nice add-on to sales efforts, but having a social strategy hasn’t quite become the norm as of yet.

However, successful companies are evolving to understand how social has become a lifeline for every company!

Part of the reason is that most CRM’s are not fully integrated with social channels, so engaging with and tracking social involvement has been challenging.

But the time has come people – if your organization isn’t engaging with social, it needs to get a life.

No longer is this kind of outreach superfluous, and with firewalls shutting out more and more email every day these channels are now a vital way to reach your constituents and learn how they feel about your work, follow up a post they make in reference to your brand, or just say thanks for coming to an event.

Modern CRM systems allow you to see your social channels and related activity all in one place using its Social module so you can track activity and respond in real time across all your channels.

You can also filter what social activity you want to track within this module.

For example, perhaps you want to track all your active contacts that might be talking about your organization or all those organizations that you have submitted proposals to.

You can even create a keyword search to track all social activity related to a particular subject matter that might be relevant to your organization.

For example, your organization is supporting particular legislation and you want to see any posts that mention it.

In addition, you can post right to your social accounts and track activity right from your CRM. Integrating your accounts is a breeze.

We hope these get you excited about the brave new role of social media because one thing is for sure, it’s relevance to your organization is becoming a vital lifeline.

Here is a quick video that previews some of the potentials of social working within a CRM:

July 18, 2018/by rebsaf3

Blog Posts, Communication, CRM, Integrations, Strategy, Systems And Processes