simplify processes

12
Presented by Steve Richards Simplify Processes

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Post on 12-Jul-2015

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Page 1: Simplify processes

Presented by Steve Richards

Simplify Processes

Page 2: Simplify processes

Annual Tasks

• Bi-Annual Tasks

• Quarterly Tasks

Monthly Tasks

• Every Month

• Specific Months

Weekly Tasks

• Every Week

• Daily Tasks

Analysis

Page 3: Simplify processes

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.

Page 4: Simplify processes

Think, Stop & Simplify

Page 5: Simplify processes

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!

Page 6: Simplify processes

Manage Data Flow & Storage

Customer

Acquired Upsell in xx Weeks

Lead

Converted Not Now

Prospect

Convert Now Not Now

Can be automated& CentralisedSolution Known

Page 7: Simplify processes

Customer Relationship Management

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

Page 8: Simplify processes

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

Page 9: Simplify processes

• 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……

Page 10: Simplify processes

• 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

Page 11: Simplify processes

If Nothing Else…….

Page 12: Simplify processes

Presented by Steve Richards

Simplify Processes

Is that Mike

Mills in his

school days?