CRM becomes PRM, Part 2
In our first installment we looked at
the move from dead customer data to “living” data, primarily brought to us by the
social network. Here we’ll
talk about how to take advantage of live data in a PRM - Personal relationship management system.
Old school territory management vs.
Social Selling
How do you approach
your market or territory?
The good old way is
to plan your day, get in your car and drive to see potentially interested
customers or prospects. Then sandwich in a few phone calls, respond to a few
emails, and get ready for the next day. How many contacts did you make – 6? 12?
Effective PRM-equipped
sellers receive an email to start their day, which includes planned calls and
tasks, status of current opportunities, and suggested engagement opportunities pulled
from the social network. They quickly create a group of likely prospects or
needed contacts and send them a note via email, Twitter or LinkedIn.
They make regular
presentations, online to potential prospects or customers via
GoToMeeting or WebEx, eliminating geography and travel time from their routine.
A system that listens
A powerful PRM tool “listens and filters" the data literally
telling you:
Who are the people
that fit into your ideal customer profile?
Who are you due to
reconnect with?
Who’s saying what right now?
Who’s made a change in jobs or other areas
of their life?
Who’s tweeted posted or shared something
they thought was important.
Even who's watching
you!
What system will tap
into the stream, listen and filter for you?
Nimble – Tapping into the living data stream
We are excited about Nimble.
It does all of the above and more. It’s
an amazingly powerful tool that constantly updates your contact info with input
from your team’s
data and the social network. At the simplest level, when you enter a contact,
Nimble searches the social network and can automatically link info from
LinkedIn, Google+, FaceBook, Twitter, Foursquare, etc. You even get a picture
of your contact if it’s
available.
Beyond the social
network, Nimble delivers all the tools and features you need to supplement or
replace your existing CRM program.
Contact info,
including custom fields
Pending activities
and historical data
Email linking and management
Auto connection to
the Social Stream
Calendar
Google calendar sync
Imports from CSV, Outlook
and other sources
Simple deal /
opportunity management
Available on any computer
or tablet browswer
There is also a phone
version with a focus on contact info. iPhone only.
No software to
install
Take the next step!
Tech.Sell is an
authorized partner for Nimble. We provide the jump start your program needs to
get up and running quickly. That includes; complete support for imports,
customization, personalized training and ongoing coaching to build your program.
