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7 types of communications will be sent from your new system ( email alerts , cybersecurity tips , quarterly business review invites , other event notifications , etc .). Ask them to keep their eyes open for these emails and to let you know if they have any concerns or questions .
Track New Opportunities In Your Sales Pipeline : Begin to manage your potential deals to make sure no opportunities fall through the cracks . Review your notes , files , and calendar to find any current opportunities and add them to your sales pipeline . Have you recently met with a prospect who is highly engaged as a potential buyer ? Do you need to create any proposals and present a report of findings , or are you waiting for a response from a proposal you have presented ? Add all of these to your pipeline . Indicate the sales stage , potential revenue , and notes and set up automated follow-up tasks for each opportunity .
Meet With Your Team Regularly : Schedule meetings for ongoing implementation and team training for the first couple of months . Create a plan and review progress toward your goals weekly . Develop operating standards to ensure consistency of usage among staff . Use the weekly check-ins to monitor reporting , answer questions , and most importantly , keep the team on the same page .
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Don ’ t Stay Stuck : Always reach out to your software provider for support when you have a question , need technical assistance , or simply hit a roadblock when using the system . Consider working with a knowledgeable consultant who can provide you with guidance , streamline your process , and offer proven marketing content to help you maximize your investment .
Want a CRM with pre-built campaigns and marketing workflows so you can focus on closing new business ? Check out MSPMarketingCRM . com for more info on Robin ’ s recommended CRM . n
Janette DeGrazio is the Director Of Marketing Automation Programs and Chief Architect of TMT ’ s results generating Marketing Automation Platform ( MAP ) systems . It is her No . 1 priority to make sure all of the TMT MAP members know HOW to use their powerful automation tool to generate leads and sales . Her goal is to equip members with the tools , guidance , and training needed for the best success in the MAP program . She can be reached at Janette @ TheMarketingTeam . com .
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