corporate marketing overview

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1Proprietary & Confidential. All rights reserved.www.cananwill.comwww.cananwill.com

CananwillCorporate Marketing Overview

2Proprietary & Confidential. All rights reserved.

MarketingObjectives1. Branding

a. Name recognition

b. Logo

c. Ads and articles

2. Image

a. Folders, business cards and trade show booths

b. Professionalism, stability and expertise

3. Messaging

a. Content (what we’re saying)

b. Context (how we’re saying it)

c. Audience (to whom)

4. Salesforce.com

3Proprietary & Confidential. All rights reserved.

Marketing Cananwill.com

4Proprietary & Confidential. All rights reserved.

Marketing Branding

5Proprietary & Confidential. All rights reserved.

Marketing Branding – Thought Leadership

6Proprietary & Confidential. All rights reserved.

Marketing Branding – Articles

7Proprietary & Confidential. All rights reserved.

Marketing Branding – Ads

8Proprietary & Confidential. All rights reserved.

MarketingImage – Folders and Business Cards

9Proprietary & Confidential. All rights reserved.

MarketingImage – Trade Show/Convention Exhibiting

10Proprietary & Confidential. All rights reserved.

MarketingMessaging

What We’re Saying…1. Established

a. Stability

b. Industry expertise

2. Dedicated

a. Account teams

b. Flexibility

c. Partnerships

3. Relationship-driven

a. Quoting authority (“Giving them the pen”)

b. Customized financing solutions

c. Policy Preservation Process

11Proprietary & Confidential. All rights reserved.

MarketingMessaging

How We’re Saying It…

1. Point-of-sale materials

a. Sales Sheets

b. Flyers

2. Campaigns

a. Email

b. Direct mail (postcard)

3. Industry publications

a. Advertisements

b. Thought leadership articles

4. Association memberships

a. Sponsorships

b. Web sites

12Proprietary & Confidential. All rights reserved.

MarketingMessaging

To Whom…

1. Agents and Brokers

a. Premium financing

b. Private label

c. EPF Plus

2. MGA’s, Wholesalers and Insurance companies

a. Direct Bill

3. Insureds (New)

a. Premium financing

b. EPF Plus

13Proprietary & Confidential. All rights reserved.

Salesforce.com“Why should I use it?”

“Salesforce.com is a convenient, efficient approach to schedule, track and manage prospect opportunities and customer relationships.”

1. Prospecting

a. Pipeline management

b. Campaign development

c. Appointment planning

2. Customer Relationship

a. Production tracking

b. Call scheduling

c. Direct communications

3. Reporting

4. Daily and weekly planner

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