cirrus insight + wisdomedge: optimizing your workflow in the cloud
TRANSCRIPT
Cirrus Insight wisdom for your competitive edge.
Inbox Gold
Overview
1. How is email used in Sales?
2. Mine for gold
3. Save time
4. Build enthusiasm
Common Sales Path
1. 20 Emails
2. 10 Phone Calls
3. 2 In-Person Meetings
4. Call to Action? 50%?
5. Close? 30%?
Enhance Common Sales Path
1. Use Email Better
a. Go deeper in your Accounts to gather others
2. Call to Action
a. More powerful when later and with others
b. Faster sale, bigger sale, bigger impact
3. In-Person
a. May be unnecessary
4. Faster Close w/ better insight
The Marketing Equation
I + E + E + O = Success
1. Interrupt (Get their attention)
2. Engage (Offer your expertise & resources to gather others)
3. Educate (Prove your value to all)
4. Offer (Ask for the advance)
The Marketing Equation
I + E + E + O = Success
1. Interrupt (Get their attention)
a. The subject/copy in your email message
The Marketing Equation
I + E + E + O = Success
2. Engage (Offer your expertise & resources to gather others)
a. The promise of future additional value
The Marketing Equation
I + E + E + O = Success
3. Educate (Prove your value to all)
a. The delivery of additional value
The Marketing Equation
I + E + E + O = Success
4. Offer (Ask for the advance)
a. The call to action, demo, presentation, proposal
Mine for Gold
How to acquire and mine deeper visibility into your target accounts for more deals.
Unique Value
1. Promise of future value add(i.e. white paper, report, research, videos)
2. The reciprocal request.
Gather Listeners
Deeper engagement with decision makers.
from: [email protected]: [email protected]
cc: [email protected],[email protected],[email protected]
Higher Value = Higher Confidence
CRM Made Easy
Clear indicators of new Account Contacts for Salesforce!
Quickly add new Contacts and use
email address, signature info automatically.
Capture Social Signatures
● Salesforce Social Accounts & Contacts enriches only the user’s view and experience.
● Custom fields with Social Profiles enrich the record and the experience for all.
● Add custom field, update Cirrus Insight page layout to show it.
● Cirrus Insight LinkedIn Search can help find it if not already on the record.
Use simple copy/paste to get this info into your Contact records.
Save Time
How to shave clicks and get stuff done fast for time savings.
● Information priority (UX)/layouts
● Inbox actions (buttons/links)
● Global search/related lists
● Add links to your emails and use Email Tracking
● Send Later
Information priority (UX)
● Remove fields not vital for the inbox.
● Use the cloud shortcut for full record.
Inbox actions (buttons/links)
Global Search / Related Lists
Make Cirrus Insight a UI for fast access to Salesforce data.
Add Links and Use Email Tracking
Track Sent, Opens, Clicks with date, device, and link level detail.
Send Later
Send email at the best time for your recipients.
Grow Enthusiasm
How to grow enthusiasm and get better data from Salesforce for better decisions and clarity.
● Email provides better history with less work.
● More convenient for prospects and customers
● Progressive profiling + rich history
Demo
Back to Jason for a demo...
Jon Cline
VP, Business DevelopmentWisdomEdge, Inc.Certified Salesforce.com Developer & Sales Cloud Consultant
Cirrus Insight Partner
e: [email protected]: (626) 400-6281
Schedule a call via http://jc.wisdomedge.com