3 ways to grow an sme faster

26
3 ways to grow an SME faster using process automation

Upload: clarity-software

Post on 21-Feb-2017

82 views

Category:

Small Business & Entrepreneurship


0 download

TRANSCRIPT

Page 1: 3 ways to grow an sme faster

3 ways to grow an SME faster using process automation

Page 2: 3 ways to grow an sme faster

www.claritygo.com3 ways to grow an SME faster using process automation

INCREASING ENQUIRIES AND QUALIFYING THEM MORE EFFICIENTLY

STRATEGY 1

Page 3: 3 ways to grow an sme faster

Optimising conversions on your website

Pay-per-click search advertising

Creating web forms to auto-capture data

Marketing & selling on the move using Clarity Go

STRATEGY 1

Page 4: 3 ways to grow an sme faster

New workflow Genera

teGenerate new leads: PPC, events, social

media, SEM etc.

3 ways to grow an SME faster using process automation www.claritygo.com

Page 5: 3 ways to grow an sme faster

Capture leads directly into database using

Clarity Go Web Forms

CaptureNew workflow

3 ways to grow an SME faster using process automation www.claritygo.com

Page 6: 3 ways to grow an sme faster

New workflow

3 ways to grow an SME faster using process automation www.claritygo.com

Sales receive a notification email when lead arrives

Receive

Page 7: 3 ways to grow an sme faster

Auto-create a new opportunity in Clarity

New workflow

3 ways to grow an SME faster using process automation www.claritygo.com

Auto-Create

Page 8: 3 ways to grow an sme faster

Sales qualify opportunity and log

activity

New workflow

3 ways to grow an SME faster using process automation www.claritygo.com

Qualify

Page 9: 3 ways to grow an sme faster

www.claritygo.com3 ways to grow an SME faster using process automation

INCREASING ENQUIRIES AND QUALIFYING THEM MORE EFFICIENTLY

STRATEGY 2

GETTING BENEATH THE MISTY SALES HAZE TO PROGRESS MORE OPPORTUNITIES

Page 10: 3 ways to grow an sme faster

Dynamically placing contacts into target lists

Automatically triggering new email messages

Auto-progressing leads through the sales cycle

Keeping leads visible, guiding more to conversion

STRATEGY 2

Page 11: 3 ways to grow an sme faster

New workflow Captur

eCapture leads directly into database using

Clarity Go Web Forms

3 ways to grow an SME faster using process automation www.claritygo.com

Page 12: 3 ways to grow an sme faster

Notify the sales team of all incoming leads

via email

NotifyNew workflow

3 ways to grow an SME faster using process automation www.claritygo.com

Page 13: 3 ways to grow an sme faster

New workflow

3 ways to grow an SME faster using process automation www.claritygo.com

Analyse leads and activity to bring deals back to the surface

Analyse

Page 14: 3 ways to grow an sme faster

Target them with email marketing and Web Form capture

New workflow

3 ways to grow an SME faster using process automation www.claritygo.com

Target

Page 15: 3 ways to grow an sme faster

Re-qualify and win business previously

lost to “the unknown”

New workflow

3 ways to grow an SME faster using process automation www.claritygo.com

Re-Qualify

Page 16: 3 ways to grow an sme faster

www.claritygo.com3 ways to grow an SME faster using process automation

INCREASING ENQUIRIES AND QUALIFYING THEM MORE EFFICIENTLY

STRATEGY 3

EVOLVING THE SALES PROCESS TO WIN MORE ORDERS AND WIN THEM FASTER

Page 17: 3 ways to grow an sme faster

Raising quotes on the move using clarity go

Adopting an online quote using the latest technology to win more orders

And sign off process

STRATEGY 3

Page 18: 3 ways to grow an sme faster

New workflow Qualify

Qualify the opportunity the

moment it arrives

3 ways to grow an SME faster using process automation www.claritygo.com

Page 19: 3 ways to grow an sme faster

New workflow Raise

Raise the quote from anywhere, anytime –

even next to the client

3 ways to grow an SME faster using process automation www.claritygo.com

Page 20: 3 ways to grow an sme faster

New workflow E-mail

Email the customer a link to the quote or

bring it up on screen

3 ways to grow an SME faster using process automation www.claritygo.com

Page 21: 3 ways to grow an sme faster

New workflow Sign

Customer signs on the dotted line using their mouse or finger

3 ways to grow an SME faster using process automation www.claritygo.com

Page 22: 3 ways to grow an sme faster

New workflow Sign

Customer signs on the dotted line using their mouse or finger

3 ways to grow an SME faster using process automation www.claritygo.com

Page 23: 3 ways to grow an sme faster

New workflow Auto -

CaptureRe-qualify and win business previously

lost to “the unknown”

3 ways to grow an SME faster using process automation www.claritygo.com

Page 24: 3 ways to grow an sme faster

New workflow Confirm

Confirm order and start delivering the

job

3 ways to grow an SME faster using process automation www.claritygo.com

Page 25: 3 ways to grow an sme faster

Be at the sharp end of the market, running with confidence

3 ways to grow an SME faster using process automation www.claritygo.com

Page 26: 3 ways to grow an sme faster

Thanks for Reading

www.claritygo.com

3 ways to grow an SME faster using process automation