protrackplus bre webinar presentation
TRANSCRIPT
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BUSINESS RETENTION AND
EXPANSION - WEBINAR
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MEET “JOE”
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A BUSINESS RETENTION &
EXPANSION (BR&E) PROFESSIONAL
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The
Pro
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HE NEEDS TO KNOW HIS CLIENTS
BETTER
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The
Pro
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SO THAT HE CAN FOCUS HIS
EFFORTS ON MEETING THEIR NEEDS
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The
Pro
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I need
help!
The
Pro
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HE MAKES FREQUENT APPOINTMENTS
WITH HIS CLIENTS TO MEET THEM AND
COLLECT INFORMATION
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The
Pro
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BUT THERE ARE HUNDREDS OF
CLIENTS AND ONLY 1 JOE.
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The
Pro
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THIS MAKES IT DIFFICULT TO ESTABLISH A
PERSONAL RAPPORT WITH ALL OF HIS
CLIENTS.
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HelpHelp
Help
Help
Help Help
Help
Help
The
Pro
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AND IT’S TOO DIFFICULT TO COLLECT
CLIENT-SPECIFIC INFORMATION AND
DISTILL CRITICAL INSIGHT FROM THIS
DATA.
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The
Pro
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EVEN WHEN HE IDENTIFIES THE
PROBLEM, IT CAN TAKE HIM SEVERAL
DAYS TO SEND HELPFUL INFORMATION TO
HIS CLIENTS/CONTACTS.
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The
Pro
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JOE WANTS TO HELP LOCAL
BUSINESSES SUCCEED AND GROW.
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The
Pro
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BUT THESE LIMITATIONS AFFECT HIS
PERFORMANCE AND HIS COMMUNITY – HE
NEEDS SOME SUPPORT
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INTRODUCING THE PROTRACKPLUS
CLOUD-BASED BR&E MODULE
IT’S BUILT SPECIFICALLY FOR JOE, THE
BR&E PROFESSIONAL
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The
Pro
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PROACTIVE
NOW JOE CAN PLAN MEETINGS, SURVEYS,
PHONE CALLS, AND E-MAIL COMMUNICATIONS
WITH HIS CLIENTS WELL IN ADVANCE USING
THE TOUCHPOINT PLANNING TOOL.
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The
Pro
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MOBILE
JOE CAN UPDATE CLIENT/CONTACT
INFORMATION WHILE TRAVELING ON HIS
MOBILE PHONE OR TABLET.
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EFFICIENT
HE CAN ACCESS THE SURVEY MODULE TO
COLLECT INFORMATION FROM ALL CLIENTS
ELECTRONICALLY –
NO MANUAL PAPERWORK REQUIRED.
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CUSTOMIZABLE
JOE CAN EITHER USE SURVEY TEMPLATES
DESIGNED BY EXPERT BR&E CONSULTANTS
AND SUBJECT MATTER EXPERTS (SMES)
OR DESIGN CUSTOM SURVEYS TO COLLECT
DATA.
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The
Pro
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REPORTING DONE FOR YOU
DATA CAPTURED THROUGH SURVEYS ARE
STORED AND AUTOMATICALLY ANALYZED
AND PROVIDE DEEPER INSIGHT ABOUT THE
CLIENTS.
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Total Pending, 1
1%
Total Responded
, 89%
Survey Breakdown
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EXECUTIVE LEVEL ANALYSIS
JOE CAN IMMEDIATELY SHARE CREATIVE REPORTS
FOCUSED ON MACRO-ECONOMIC FACTORS, CLIENT
RETENTION, AND THE IMPACT ON THE COMMUNITY
IN SECONDS
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0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Business Needs
Alternative Needs
Economic Outlook
Leadership Status
Business Performance
Retainable Ratings
44%
78%
60%
95%
83%
72%
Reta
ina
ble
Pe
rce
nta
ge
Retainable Ratings Summary
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RESPONSIVENESS TO CLIENTS
THE RESOURCE DATABASE IN THE CLOUD ALLOWS
JOE TO COLLECT RELEVANT INFORMATION IN ONE
PLACE AND SHARE IT WITH HIS CLIENTS INSTANTLY.
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The
Pro
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INTEGRATION
FROM NEW BUSINESS LEAD TO BR&E
COMMUNICATIONS,
THE DATA SEAMLESSLY FLOWS FROM SALES
TO SERVICE.
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THE SYSTEM
MAKES JOE’S DAY MORE SIMPLE, MORE
AUTOMATED, MORE TARGETED, MORE
EFFECTIVE…
AND OCCASIONALLY END A LITTLE EARLIER!
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IN CONCLUSION