power-up your contacts - part 3: stay in touch with key contacts

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Page 1: Power-up your contacts - part 3: Stay in touch with key contacts
Page 2: Power-up your contacts - part 3: Stay in touch with key contacts

Power up your contacts5 Steps to a tidy address bookOctober 5

Things a modern address book can do, you’d never imagineOctober 19

Stay in touch with key contactsNovember 2

Lead generation using your address book? Yes!November 16

Use your awesome address book for some business developmentNovember 30

WEBINAR SERIES

http://covve.com/blog/

Page 3: Power-up your contacts - part 3: Stay in touch with key contacts

Stay in touch with key contacts

1.Why Stay in Touch

2.How to Stay in Touch

3.Challenges

4.Stay in Touch using Covve

Page 4: Power-up your contacts - part 3: Stay in touch with key contacts

Why Stay in Touch

Page 5: Power-up your contacts - part 3: Stay in touch with key contacts

Why Stay in TouchAccording to Bain & Company, 60-80% of customers who describe themselves as satisfied do not go back to do more business with the company that initially satisfied them. Often it’s due to a lack of connection.http://www.forbes.com/sites/larrymyler/2016/06/08/acquiring-new-customers-is-important-but-retaining-them-accelerates-profitable-growth/#6ca4b20317f1

Just 4% of people will be willing to do business with you the very first time they hear about you and the other 96% will do business with you only when trust has been establishedhttp://www.socialbuzzclub.com/keep-in-touch-activity-is-more-important-than-you-think/

If you simply store contacts in your address book, only reaching out when looking for a specific introduction, you might as well not have a network at allhttp://www.forbes.com/sites/dailymuse/2013/08/29/simple-ways-to-keep-your-network-from-growing-cold/#3cf36f05aebf

Page 6: Power-up your contacts - part 3: Stay in touch with key contacts

How to Stay in Touch

Page 7: Power-up your contacts - part 3: Stay in touch with key contacts

How to Stay in Touch

– Calendar entry

– Reminders / To-do list

– CRM activities

– Manual Address Book Scan

– Covve

Page 8: Power-up your contacts - part 3: Stay in touch with key contacts

How to Stay in Touch

Calendar entryReminders /

To-do listCRM

activities

Manual address book

scan Covve

Multiple accountsTricky if using

different platforms e.g.

Gmail & Outlook

Tricky if using different platforms

e.g. Gmail & Outlook

✓ ✓

Recurring entries ✓ ✓ ✓ ✓

Past communication info available

✓ ✓

Smart Reminders ✓

Mobile phone access

✓ ✓ ✓ ✓ ✓

Page 9: Power-up your contacts - part 3: Stay in touch with key contacts

Challenges

Page 10: Power-up your contacts - part 3: Stay in touch with key contacts

Calendar entries / To-do list- Clutter

- Missed reminders – easy to dismiss- Ending up with huge backlog of pending

tasks- No differentiation / weight based on the

importance of each reminder

- Limited info linked to the reminder

- Sync issues – especially for multiple accounts

Page 11: Power-up your contacts - part 3: Stay in touch with key contacts

Calendar entries / To-do list

A couple extracts from frustrated user, complaing about their calendar sync experience:

“Some people find their calendars won’t sync at all, others have trouble getting new events to show up – and I had a peculiar

problem whereby only certain shared calendars were appearing.”http://www.makeuseof.com/tag/google-calendar-wont-sync-ios-try-fixes/

“Every time the Google cal syncs, it’s having a problem.  It makes my Outlook close.”

http://answers.microsoft.com/en-us/msoffice/forum/msoffice_outlook-mso_other/error-google-calendar-sync-to-outlook-calendar/71ae5613-0429-4291-af19-6d9251c33e8f

Page 12: Power-up your contacts - part 3: Stay in touch with key contacts

CRM activities

- ComplexityExtremely hard to setup properly and achieve high adoption rates

- Mobile accessCRM systems can be accessed on mobile, but not an efficient way to communicate and log daily interactions

- Too focused on the saleCRM systems organize all communication around a sales opportunity, but many times there is ongoing communication before there is a sales opportunity

http://www.forbes.com/sites/lisaearlemcleod/2013/08/12/is-your-sales-force-being-sabotaged-by-your-crm/#41f81a95244f

Page 13: Power-up your contacts - part 3: Stay in touch with key contacts

Manual Address Book Scan

- Inefficient with larger contact networks

- No record of past communication

Page 14: Power-up your contacts - part 3: Stay in touch with key contacts

Stay in Touch with Covve

Page 15: Power-up your contacts - part 3: Stay in touch with key contacts

Stay in Touch with Covve

Reminders

Smart reminders

make a call at a specific time

review and set communication frequency

Page 16: Power-up your contacts - part 3: Stay in touch with key contacts

Stay in Touch with Covve

Reminders

- Smart snooze – taking into account the frequency of communication and upcoming schedule

- Urgency – Losing touch!

- Next touchpoint

Page 17: Power-up your contacts - part 3: Stay in touch with key contacts

Stay in Touch with Covve

Full communication history

- Type of communication

- Date

- Notes

Page 18: Power-up your contacts - part 3: Stay in touch with key contacts

For your free 1 month Pro subscription, email: [email protected]

Next in this webinar series… Lead generation using your address book? Yes!November 9

The ultimate professional address book