simplify processes

Presented by Steve Richards

Simplify Processes

Annual Tasks

• Bi-Annual Tasks

• Quarterly Tasks

Monthly Tasks

• Every Month

• Specific Months

Weekly Tasks

• Every Week

• Daily Tasks

Analysis

NewClient

ClientData

Financial

Appointments

Prospects

Suppliers

Marketing

Data Flow & Storage

You should know this information and exactly where it is stored.You should have access to this data anytime you need it.

Think, Stop & Simplify

Manual

Process

• Cannot be automated

• Should not be automated

Can be Automated

& Centralised

• Solution Known

• Solution Unknown

Can be farmed out

• Staff

• Contract out

Analysis

You can do this yourself…I can help you do it better!

Manage Data Flow & Storage

Customer

Acquired Upsell in xx Weeks

Lead

Converted Not Now

Prospect

Convert Now Not Now

Can be automated& CentralisedSolution Known

Customer Relationship Management

CRM systems exist in their thousands.Some are Industry or Vertical SpecificSome are General like: vTiger, SugarCRM etc.

Immediate & Instant Reporting about Your Business

All CRM Systems make access to customer data and client documents easy and simple.

Should Incorporate Quotes, Invoices and eMail

• Identify Prospects

• Manage Marketing

Campaigns

• Market to Prospects

• Convert to Lead

• Convert to Client

• Manage Clients

• Manage Client Data

Any descent CRM will make it easier for you to……

• I’m a one man band – Don’t need it!

• Do it now and expand into it

• Too many clients in too many systems

• Let IT worry about importing data

• Too expensive

• £120 p.a. unlimited user accounts and

data storage (£10 per month).

Typical Objections and Beliefs

If Nothing Else…….

Presented by Steve Richards

Simplify Processes

Is that Mike

Mills in his

school days?