See all 1, results with a Panjiva subscription Sign Up. Broan Nutone Llc United States Manufacturer Has employee contact information shipments match led driver 10k shipments 11k shipments when including subsidiaries.
Keystone Technologies Llc United States Manufacturer Has employee contact information shipments match led driver 1. Espen Technology Inc. United States Has employee contact information shipments match led driver 1. CODE Results per page: 10 20 50 People are the most important commodity to this type of buyer, which shows in their lack of attention to more tangible goals like sales numbers.
They want to be needed, so your pitch needs to highlight their personal value to you and the value of your product to others. They want to know that they are your most important client. Are these buyer insights useful? Have you identified other profiles that we might have missed? Let us know in the comments! Ladies and gentlemen, members of the press, all my fans, friends, family, clients, and prospects out there, welcome to the program today!
I am delighted to share this topic with you. My name is Warren Stokes. One of the main reasons is that, I think, by helping people be successful, we become more successful.
CRM is a journey. Your strategy will continue, and I hope that I can help you with that journey! First of all, it is very important to have a written plan. It stands for specific, measurable, achievable, relevant, and time-bound. So, you know, set some goals and your objectives, but make them smart goals. The very important thing with any CRM is to establish a common platform for everyone on which, with regards to all the data and all the communications, your calendaring, how people keep track of their time and their meetings, and you have to train people on that platform.
The key concept is to establish consistent and repeatable processes, often in CRM. Prophet is probably one of the easiest to adopt and use. A key part of all of this is being able to get that data into the system, make sense of it, and then make good decisions based on that data. Not everyone has to do integration with other systems, but it can be a very useful concept. One of them is fundamentally just having better communication. In fact, according to some recent research, CRMs can return percent on a dollar invested.
Our own customers report an average of 21 increases in revenue after implementing our Prophet CRM for Outlook. I think I changed this concept. People tend to follow leaders; you know, leaders lead by example, and other people see that it works and follow these people. So, you may or may not have a management title in your job title, but you could very well be in a leadership role or position.
It might be as simple as trying to help the sales team be more effective so that you can make more money doing things like that. But you also have to make your expectations clear. Why are you launching a CRM? It could be that you want a certain number of meetings to be held with clients or prospects, etc. What were you trying to get out of the CRM? A quick story on this: I was meeting with an existing client, a fairly good-sized one, and we were talking about things like goals, things like that, and metrics.
By the way, it means key performance indicator. It was kind of shocking! So we were able to help them establish some KPIs, or key performance indicators. Another part of a successful CRM implementation strategy is your process design. How to ensure repeatability. One of the things is helping you drive desired behaviors, which is always a key thing in sales. That could be, you know, making outbound sales calls or meeting new people, that sort of thing.
Getting the team organized: A key concept of any process is to help people be organized so that they know how to do it. Now I use a tool called Vizio. Driving revenue is a key part of a consistent process, of course, but in a sales process, this is one of the main things you want to do. So you want to have a process that helps you drive revenue by moving your known contacts to leads to qualified opportunities; moving those through the stages.
And eventually, it will result in more revenue. One of the benefits of a process is having better forecasting so that you can forecast your demand or your revenue, your income, your income streams, and your revenue. Some of the best practices for designing a sales process are, in this case, creating a sales process document. First of all, define what you want to capture. You want to be very careful and think through what you really need.
So you want to be a little bit careful about how much you ask people to do, but think carefully about what data you want to capture. How much revenue is it worth? I will use demonstrations to get across some key concepts. One of the key concepts is to identify the key sales stages. Those are the steps you go through in your sales process. Another thing to do is define the activities that occur at each stage, so you know what to drive and what the objectives are at each stage in the process.
What kind of activities should you be pursuing? And a super important thing, often forgotten, is to involve the business process owners. Do you know what your metrics are? What are you trying to do here? Do you want to see how much is in your pipeline?
Do you want to see how many new contacts were created or what have you? But you need to agree on what you want to track. Maybe certain key activities are important, like how many on-site meetings were held, how many demonstrations were conducted, how many quotes were generated, things of that nature.
And then, at the end of the day, a good process will help you do all this. But then you will continue to remember CRM as a journey.
You will continue to benchmark, meaning set the kinds of goals and expectations that are relevant to the process and troubleshoot it if there are any problems with it and the activities in the sales process.
To just touch on that just a little bit more has to do with what you do at each stage. Now this is just an example, but maybe when you first get a prospect or a lead from a potential new client, what do you do? How do you get that? How do you get to that point? Make phone calls. Send emails. Do webinars. Whatever it is, these are activities that you will already know about. You need to think about what activities you want to do while driving. Ensuring continued adoption is an ongoing thing. We offer quarterly reviews.
You really just need to do continuous training and reinforcement. We have various programs to help you do that. And really, the idea is that you first create your plan, then implement it, continue to check it, and then if you need refinements to it, take action to do that. There are lots of successful companies, I suppose, that have used things just more like maybe another email system other than Outlook or another calendaring system.
Some CRMs have that all built into them. A common method for sending and tracking emails. So, as you may know, Prophet is embedded in Outlook and one of the benefits of that, by the way, is just being able to go in here and say I want to see all of the emails associated with this contact.
Things of that nature. And you can see all of the emails and notes associated with a contact, a company, or an opportunity. But the main concept there is to have a common platform that everyone is on. I can see emails associated with that opportunity or contact or company.
I hold training on it. We can do consulting for your company or training on it specifically for you or your business.
But you know, things like color coding and things like automating the color coding based upon the subject line or automatic automating email templates and things of that nature. As a result, getting good data into the system must be part of your CRM strategy.
There are a lot of ways with different CRMs to get data into it, but one of the basic things about Prophet is that it utilizes Outlook data. So contacts, for example, are Outlook contacts. We can add some features to an Outlook contact. So think about adoption for a minute. I mean, without adoption, a CRM is a waste of time and money.
Once you put your CRM in whatever system that you implement, and whatever CRM you choose, you have to keep in mind that adoption is the key. So the whole key is to make it easy to create contacts and easy to do things like communicate with email, easily create appointments and so on. The other aspect of adoption that I wanted to point out is that, first of all, everyone will likely have been trained initially with the CRM.
It is certainly the case with ours. We provide training at the outset. So again, we provide training just on Outlook if you wish. In fact, let me just share with you a couple of places to find this information. If you go to our main website, Avidian. A very popular topic! We have advanced and intermediate Outlook training. Contact data can be created from our contacts. Now Prophet has a very interesting functionality. When you create a contact in Prophet, which is an Outlook contact, it automatically creates the company record associated with it.
So here I have three contacts that were created, the first one and then two others, and they automatically got associated with the company record. So when I am talking about getting data into the system, part of your strategy has to be adoption so people will do it. Well, that eliminates a whole one whole step of data entry. That is how the company record is created automatically. Getting data into the system. So this is the importing utility.
I just went to get my tools. This is really just meant to give you some concepts on how to make your CRM implementation a success. Prophet automatically maps if you have the same names but then you can line up like by drag and drop — company name goes to company, company phone goes to business phone, etc.
The main work in that by the way is just getting your Excel data in a clean format. The ability to integrate with other systems is a key part of this. You can import data at any time through the import utility. You can create Outlook contacts. But you can also get data into Prophet through integration with a CRM. Integration is the basic platform for interoperability of different systems.
How that works is that, basically, you can have different customizable fields in addition to all the standard fields. You know, like company name, phone number, address, city, state zip. You can have additional fields here. And there are 72 customizable fields just in the company record alone. But my point is that this can be integrated so that information can flow from a system such as an ERP or accounting system into this CRM and vice versa.
And I wanted to talk a little bit about the types of integration because adoption is going to be greatly enhanced if you automate the ability to get data from one system into another. Most accounting and ERP systems do this, by the way. Another platform we support for integration is called Zapier. We can do simple integrations by having data spit out once a day, once a night, exported to an FTP site, if you will, so we can do FTP site integrations.
We can do single-direction integrations, you know, bi-directional integrations, and we can also do multi-directional integrations depending on your requirements. Just to let you know, we do offer these as turnkey projects, so we can do the integration for you or we can consult with you on it if you need some help with the API or all of the above. So all of this data is now in the database. The question then becomes, what do you do with this data? We talked about, you know, setting some KPIs.
Well, one of the KPIs could be simply how many contacts you created this month, last year, this week. Maybe you want to see when contacts were last updated or accounts were last updated with less information.
So you can easily go in here and simply do a sort or a filter by date and you can see the contact updated date. If you want, you can go in and look at what those activities were.
You know, you can go into the notes and things like that. Maybe you want so many new contacts created in a certain period of time. Maybe you want people to have a certain number of meetings or update leads or opportunities within a certain time frame. Just as an example, you can easily create a view that shows all of the contacts that were updated in a certain period of time, either by just sorting and scrolling or you can actually do a filter here.
And Prophet has a lot of built-in filters that let you analyze the data without even getting into any real reports here. So I can say, see any contacts that were modified or updated between, you know, a month ago and today, whatever. You can put in a date range and then now you can view that data. So I had 24 contacts that were updated in that date range, so I had 48 contacts in this list. Again, just a little filter if you want to start getting some data out of Prophet, which is kind of the segue into our next part of the conversation.
Well, here they are. Take another example. Maybe you want to look at opportunities by value because you know the whole goal is to drive the value of your pipeline. So I can just go into my opportunity manager, which, as you may know, is just a folder in Outlook here, and I can sort my opportunities by largest to smallest.
Here are my top 10 opportunities in my pipeline right there, worth 10 million dollars. What if my boss asked me, what do I have going on? Again, if I wanted to run a report or just generate some sort of report on that, I could say I just want to export those top 10 rows that I just selected. I could now file-share or send this to somebody as an attachment or a PDF and away we go. All of it was simply Microsoft Office. It teaches you how to make some useful knowledge out of useful information.
Another thing might be that I want to see how many opportunities were updated. Just like we did with the contacts, I can sort or filter by date range and I can see how many opportunities have been updated in the month of October, for example, or some other time frame. Again, you can just select or you can use the filter button, which is just like Excel.
Now, these are entirely up to your company as to how you define them. Every company is different. We have defaults. We have a lot of different industry templates. So, for example, if I wanted to go in and look at my sales pipeline by stage, there are a couple ways to do it.
I could just sort that list by stage. But I could also filter, which is like an Excel filter by the way. You can just start typing in the first few letters of it.
This is an obvious thing to do. And again, you can do that for any stage. And that is a key part of developing a successful CRM strategy. But these stages I was talking about: they can each have their own set of automated actions. So in stage one maybe the action is to send an email and create several follow-ups.
This is part of the sales automation, and increasing adoption is making it easy to use, right? So this just created that first email for me from a template. And we do have videos and training on how to do this.
I got the introductory email. I could still edit it. So literally with one action I created six touches: an intro email, a reminder to call them, and four more follow-up emails, and all of that serves to drive the sales process forward. A simple little thing. Many of you probably already use this. But imagine if your sales team members always set out to establish the next step with the client or prospect, and when they put a date on it, it automatically reminds them, or it can automatically remind them with an Outlook reminder.
Otherwise, why are you reporting on it? So you might be asking what makes some reps more productive than others. Are they planning more meetings? Are they creating more contacts? What are they doing? Getting more deals to the proposal or quote stage? What lead sources are producing the most revenue?
It would be a really good part of your CRM implementation strategy to try to understand and then drive more leads to the sources that are working for you. It might be that some people have a much healthier pipeline on average than others, and you might want to understand why that is.
Where is it geographically located? So there are a number of reporting tools in Prophet, and to wrap up I just wanted to kind of bring this all back together with the visuals of some of those tools. One of them of course is just to be able to easily export filtered sorted lists and from the database right out of Prophet get an Excel sheet. People like Excel. They can use it all day long.
We can and do provide training on this if you want to create your own reports. These create kind of traditional reports.
I want to center in on a report format that I like a lot. You can run this from any of your devices or even deploy it to the web. So for example on the lower right here this is my funnel. I have 16 deals in the demo stage, 16 deals in the proposal stage, five awaiting payment, two have reached the project stage and so on.
And the whole point of this is to help me inspect the health of my funnel pipeline. You can see who has revenue by user. You know how much revenue is in the pipeline by user. You can change the date ranges on the fly here, you can filter it by any of the criteria in the report.
And with our help you will be able to determine whether or not your CRM strategy is being effective. I have a question over here about Google Maps. But look at this. How many active opportunities do we have in this range that we think we might close?
That is the best chart I've seen on this site. Great stuff. Driving the ball has started to feel like a weapon and not liability. Bag: Sun Mountain 4. Great for slower to mid swing speeds but the F6's higher spin rate punishes faster swing speeds. Get whats right for your game. It all depends on your SS in my opinion.
My dad and I both started gaming the F6 Drivers in May. He still plays it with a red tie R and it's a fairway finder for him. I never could get the driver dialed in with the black tie X. It felt whippy and I sprayed it. Popped the 7B3 in and my dispersion improved but my misses to the right would still spin off the golf course more than I thought they should.
The LTD it's such a great club. The combination of added length by lowering spin is perfect for my game. Also, I was consistently behind the and M1 guys in the group with the F6. Always club envy when they hit it by me. After 4 months, 30 rounds and a thousand range balls I say the F6 is long but the high spin characteristics cause too much side spin that costs distance on mis hits plus more OB'S for higher swing speeds.
Also the F6 is more forgiving for me. I have demo'd on the course the M1, M2 and find the M2 the longest due to lower spin but not the fairway finder the or as forgiving as the Cobra F6.
All shafted with Rogue Black shafts. They are similar but have strengths and weaknesses. The F6 is equal in performance to the Fly Z with the added ability to move the weight forward and lower spin and trajectory. I just prefer the look and feel of the Fly Z but you may like the F6 as it is just personal preference. Hit my longest drives with the LTD but also the most inconsistent of the the 3.
Also not as forgiving of direction as the other 2 but the most forgiving low spin driver I have played. I don't think you can go wrong with the F6 unless you are a very high swing speed player that suffers from excessive spin, and even then the front weight position may still work for you. Taylormade SIM2 Max This is all great feedback, thank you. In case it matters to the feedback - last time I was testing clubs out my SS was somewhere between avg.
For that swing speed I've always launched the ball pretty low, and had a decent amount of spin. I feel like in an ideal world I would've got either the M1, or the Ltd, but they weren't exactly an option, so I have settled on this :.
Anyways looking forward to testing it out and seeing what comes of it. Today back at that same store I ended up buying a XR16 3 wood pro , only cuz the price was so heavily discounted. If you have a low launch the LTD may not be a good fit for you anyway. The F6 with the weight in the forward position sounds like a good match for you. I have spent a lot of time talking with Cobra engineers and you are exactly the kind pf player they targeted with the forward weight position.
Fwiw, most of them play he F6 not the LTD. I play with the weight fully forward and max loft. The ball seems to explode roughly half way between the center of the face and the crown.
Good stuff Ghost. Been playing the weight back and lofted down. The rollout of these features is consistent with what Lucid discussed with these customers before they took delivery of their cars.
Lucid Air delivered to buyers missing some driver assistance features, report says While it's not uncommon for features to be enabled over the air, it seems some owners of the luxury EV were less than satisfied with Lucid's lack of communication. Kyle Hyatt.
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