Sales Tracking 101WHY and HOW

TKFounder

About ToutApp✓Complete Sales Communications Platform

✓Plugs into Gmail, Outlook, Salesforce and more...

✓Streamlines emails and phone calls

✓Tracks day to day emails, presentations, calls

✓Keeps CRM updated

✓Real-Time analytics

Learn more at: http://toutapp.com

About ToutApp

Today’s Agenda

✦ What is Sales Tracking and Why should I care?

✦ How does tracking work?

✦ How does tracking help me close more deals?

✦ How do I incorporate it into my Sales Process?

Tout streamlines communications in your

Sales Workflow

Initial Outreach

The“Follow Up”

MeetCallDemo

$$$

InboundLeads

Sales Workflow

Initial Outreach

The“Follow Up”

MeetCallDemo

$$$

InboundLeads

Leads fromEmail

Automation

Nurture

Sales Workflow

Initial Outreach

The“Follow Up”

MeetCallDemo

$$$

InboundLeads

Leads fromEmail

Automation

Nurture

Each step in the workflowrequires one or more repetitive emails.

=

blog.toutapp.com

Initial Outreach

Spam

WebsiteClicks

InboundLeads

Leads fromEmail

Automation

Ignores

ReadsPresentation

Forwards

Replies

Initial Outreach

Spam

WebsiteClicks

InboundLeads

Leads fromEmail

Automation

Ignores

ReadsPresentation

Forwards

Replies

NO CLUE

ZONE

?Types of Tracking:

✓Read tracking

✓Click tracking

✓Presentations tracking

✓Reply tracking

WebsiteClicksReads

Presentation

Forwards

Replies

Initial Outreach

Spam

WebsiteClicks

InboundLeads

Leads fromEmail

Automation

Ignores

ReadsPresentation

Forwards

Replies

Did you get my email?

Tracking allows you to:

✓Get a clue!

✓Identify who is engaged

✓Follow up, Follow up...

✓Hone in your messaging

Sales Workflow

Initial Outreach

The“Follow Up”

MeetCallDemo

$$$

InboundLeads

Leads fromEmail

Automation

Nurture

View/Read Tracking

✦ Tells you when the email has been read

✦ Technology from 1980s!

✦ Uses an image in the email

✦ Completely passive (no pesky prompts)

✦ Works 90%+ of the time (read: not 100%)

Click Tracking

✦ Tells you when links are clicked

✦ Works by redirecting through tracking servers

✦ Links can be white-labelled with your domain

✦ Works 100% of the time

Presentation Tracking

✦ Allows you to attach Powerpoint and PDF presentations

✦ Tracks when presentations are viewed and downloaded

✦ Tracks engagement on your content

✦ Works 100% of the time

Website Tracking

✦ Tells you which parts of your website your leads and prospects are interested in.

✦ Allows you to track visits to your website that stem from an email

✦ Requires you to place a small Google Analytics type script in your website

✦ Tracks in real-time the pages that are visited

✦ Works 100% of the time

Did you get my email?

Tracking allows you to:

✓Get a clue!

✓Identify who is engaged

✓Follow up, Follow up...

✓Hone in your messaging

Tracking allows you to follow upbased on engagement behavior.

Tracking+Templates shows you how well your messaging is performing.

Tracking also allows you tomonitor trends around your content, approach and engagementin real-time.

Sales Trackingallows you to:

✦ Get a clue into your communications process

✦ Identify who is engaged

✦ Follow up, Follow up...

✦ Measure and improve your messaging

Sales Trackingallows you to:

✦ Focus on the most engaged people

✦ Close more deals

✦ Be more efficient

unify your sales communications

About ToutApp✓Complete Sales Communications Platform

✓Plugs into Gmail, Outlook, Salesforce and more...

✓Streamlines emails and phone calls

✓Tracks day to day emails, presentations, calls

✓Keeps CRM updated

✓Real-Time analytics

Learn more at: http://toutapp.com

unify your sales communications

Initial Outreach

The“Follow Up”

MeetCallDemo

$$$

InboundLeads

Questions?