- Confidential -

Engagement for a Modern Sales Team

August 20, 2013

Today’s Needs

• Sales reps need to meet quota, manage attrition, and need to engage to keep a pipeline moving.

• Response rates to traditional outreach reduce sales cycles and expose competitive takeout.

• Teams understand the role of engagement and the role of ‘building a relationship” leveraging social insights from customers.

Is this where you are?

The Funnel Mix

“The majority of salespeople’s time is spent doing admin work & an average of 10% of their time engaging with customers” - eMarketer.com

Standing Out

• Personalizing Every Call

• Building a Relationship on Value, Relevance and Amity

• Prioritizing & Capturing the Opportunity

• Eliminate Surprises from the Pipeline

Got ESP?

Brief Window of Opportunity

realSociable! offers the easiest and most effective way to laser into customer insights! Tapping into Perpetual Prospecting and Business Triggers builds happy pipelines.

• Highlight and Expose Opportunities and Risk in funnel through simple view and as they occur

• Associates user’s ID across multi social networks without having to be connected to them

• Get instant notifications when a business trigger occurs – Maximize likelihood of advancement!

• Tap into specific conversations with competitors

Engagement is the only way to keep lapse accounts on track. Today, our sales team cannot rely on net new leads.

We find new ways to stay in touch with our contacts – other tactics such as emails, gifts, contests always miss to catch.

• Found a 5% uplift in engagement with accounts even up to 3 years with no contact

• Discovery of new opportunities through change in profile

• Access to social Accounts – new channels to share content

• Competitive intelligence with conversations

Our Customers

for

Dashboard – A Ranked view of your Leads and Contacts – Homepage

Dashboard – Activity related to Companies – this is selected to highlight

“smart google alerts” as some reference it to

Quick view of contacts bio & Information incl. common connections you have and interests

realSociable Insights – View of Contact

Similar Filtering capabilities, by Event, Posts, News, Triggers or Conversations

Easily search for keywords or specific events

Control preferences & Monitoring to manage data

Manage workflow by assigning task or email within your team

realSociable Insights – Contact Connections

realSociable Insights – View of Intelligence

Your Business – How it can count – Wealth Management

You manage 100’s of thousands of households & Your marketing effort may be limited based on knowledge of your customer – Advisors have no window to access intelligence

realSociable can:Notify each broker when a client changes jobs or buys a new home

There is a Window of Opportunity to upsell but also connect and keep the relationship strong.

realSociable can:Let you know when there is a specific event one of your big clients is attending who may be a flight risk.

realSociable can:Allow you to preview twitter conversations your customer is having with another firm.

Business is social.

• Social Sales Strategy vs Engagement Strategy

• Who is supporting the funnel?

• Attrition, forecast and effectiveness.

• Business Case: time & money

Thank you. Schedule a one-on-one Demo and receive an evaluation of your engagement success.

1.800.821.1365 or info@realSociable.com