Do you want more business?

Using the InTouch Leads and Sales Module

We will be starting at 19:00 GMT

InTouch Success Centrehttp://support.intouchcrm.co.uk/

https://www.facebook.com/intouchcrm

https://twitter.com/intouchcrm

http://www.linkedin.com/company/intouchcrm

James White

Founder & Small BusinessGrowth Champion

@jijwhite

http://www.linkedin.com/in/jijwhite

Agenda

• Why Use Leads and Sales

• Some of our terms and screens explained

• Let’s take the journey of a Lead in the

system

• A Few Helpful Tips

• Q & A

• One Final Thought

Why Use Leads and Sales?

We don’t want this happening to ANY of our customers!

www.intouchcrm.com

“A business without sales is not a businessit’s a Charity”

Using the Leads and Sales module will help

You Follow up effectivelyRemind you to do things at the right time

The First Step – Explanations

Lead and Sales Terms and their

meanings

• Prospect Someone you would like to work with

• Customer Someone you have worked with

• Lead An opportunity with either a Prospect or a Customer

• Sale A converted lead

• Pipeline The stage in the sales process

• Probability Your ‘confidence’ in winning this lead

• Value What you think the lead is worth

• Lead Source Where the opportunity came from

• Target Close The date you expect the decision to be made

• Task An action to take to move the lead forward

Lead Settings - Explained

Use Filters to ChangeKey Report Information

The Pipeline View - Explained

The Stage Name & Column totals

Amend to suit your business

Who the leadis managed by in

your company

The final destinationfor ANY lead

Creating a Lead - Explained

Lead Tasks - Explained

Click on a Task to open up the menuRed = No Tasks

Amber = Tasks OverdueGreen = Tasks not due yet

Enter what isTo happen next

Remind yourself & Notify others if needed

Lead Reports - Explained

Use Filters to ChangeKey Report Information

Let’s Create a Lead

A Few Helpful Tips

Have a target and work towards it – Goals Drive Dreams!

A lead without an action is like a ship without a destination- What is the next step?

Read customer signals and look out for Red Flags – Be honest with your chances!

Be Disciplined – This is your livelihoodremember!!

Now what?

Move from paper to using InTouch and drive MORE Sales

Q & A

One Final Thought

When is the next Webinar?

• 15th of April

• What’s it on? Email Marketing – Everything you have wanted to know and more!

• https://intouchcrm.clickwebinar.com/Email_Marketing/register

InTouch Success Centrehttp://support.intouchcrm.co.uk/

https://www.facebook.com/intouchcrm

https://twitter.com/intouchcrm

http://www.linkedin.com/company/intouchcrm