It’s Time to Fully Optimize Your CRM
Salesbox model building Outcomes
01. session 1
Live Monday, March 8th
10AM – 12PM UK // 6 – 8PM Singapore
02. SESSION 2
Live Wednesday, March 10th
10AM – 12PM UK // 6 – 8PM Singapore
03. session 3
Live Monday, March 15th
10 – 11AM UK // 6 – 7PM Singapore
04. Session 4
Live Monday, March 22nd
10 – 11 AM UK // 6 – 7PM Singapore
05. Upload of Data
Data will be broken into sections and the first batch of data will be run through and uploaded, into a useable batch of data.
06. Build of models
Who will use it, how they will use it and how you will manage them will be touched on but not finalised.
Salesbox model building Outcomes
01. Understanding of Salesbox
The pros and cons of SalesBox as a tool, what its limitations are and how it will help you grow your businsess
02. Build your Database
At the heart of all CRM systems is your database. Bringing it together and then separating into useable data is the start of all CRM models.
03. the use models
How will your teams use it, what is your process and how will the flow of your leads through to the pipeline look.
04. Fields
Clearly and simply laid out fields, that you have agreed on and have built into your CRM
05. Upload of Data
Data will be broken into sections and the first batch of data will be run through and uploaded, into a useable batch of data.
06. Build of models
Who will use it, how they will use it and how you will manage them will be touched on but not finalised.
At the heart of your success in BD is your CRM
At the heart of all BD models is your CRM. Building your model such that its loved and used by all team members is critical. This usually falls over as the process is built around managers, the data and the outcomes they want, rather than the sales-people, the process and the actions they need to take on a weekly and daily basis. Building your CRM around this will have a huge impact on retention, success of your teams, ability to scale and speed you can adjust when things change.
Can CRM really work and be loved by Sales teams?
Sales is an incredibly tough job. No many want to do it and those that do are often left on their own. The reason they are left on their own, invariably is because the senior team do not understand sales and thus cannot manage them. Building your CRM around model rather than an outcome means that the CRM is built for the people rather than managers. If its done right it will allow salespeople lives to be easier, more consistant and they in turn will be more successful.
“…building a model in CRM does not seem intuitive.”
You have signed up for SalesBox CRM. You are ready to go. Where do you start?
Whether you’re: in Professional services, an SME, a Startup or Enterprise
You absolutely must: You must take a step back and follow a process that allows you to build something that works, thats intuitive, that you can train your teams on, that you can manage with and ultimately is sales centric.
Course Outline
Optional Pre-Session: Profile Build
In this session, we will focus on the most basic, but most important, aspect of LinkedIn: your profile and how you converse with people in a human fashion, not cut and past. In 2020 your LinkedIn profile is almost equivalent to your CV, so profile aesthetics, content, & completion is critical to show off your strengthens.
Virtual or Live on Friday 19th of February 10AM – 12PM UK; 6PM – 8 PM Singapore; 8PM – 10PM AEST
Session 1: Content Creation and Thought Leadership
In this session, we will discuss how to create relative & engaging content for your LinkedIn audience. We will also talk about the importance of sharing, commenting, & liking other people’s content. We finish this session with you strategising how you will use LinkedIn as a branding tool and what your face will look like on the platform.
Tuesday 23rd of February 10AM – 12PM UK; 6PM – 8 PM Singapore; 8PM – 10PM AEST
Session 2: LinkedIn Tools and Algorithms
This session will go through the technical tools and algorithms – basic & complex – LinkedIn has to offer. These tools range from an Event organisation tool, Groups, Group chats, LinkedIn Premium, & Sales Navigator, Live streaming, Lists, Search and many others. LinkedIn is changing constantly & understanding these tools well will help you keep your model consistent.
Thursday 25th of February 10AM – 12PM UK; 6PM – 8 PM Singapore; 8PM – 10PM AEST
Session 3: Model Build
The final session will be building out your new LinkedIn model. By this time, we will have a clear idea of what your profile should look like; types of content you should be creating, and liking; and the different tools that are available for you to enhance your LinkedIn use. With knowledge in all 3 of these areas, you are fully equipped to build out a successful LinkedIn model tailored specifically to you.
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Tuesday 2nd of March 10AM – 12PM UK; 6PM – 8PM Singapore; 8PM – 10PM AEST
Session Follow Up Power Hours x 2 weeks
Power Hours are a 1-hour peer to peer, collaborative session for everyone to come together to review & discuss the information covered in the course. Benefits of these power hours include not only one-on-one questions & feedback with Fraser but more importantly peer-to-peer learning. We believe learning from each other is crucial in order to gain more perspective & insight for your future business.
Tuesday 9th of March 10AM – 11AM UK; 6PM – 7PM Singapore; 8PM – 9PM AEST
Tuesday 16th of March 10AM – 11AM UK; 6PM – 7PM Singapore; 8PM – 9PM AEST
Go digital
Get the most out of SalesBox
SalesBox is your most important tool as you move forward, getting it right now will be one of the most critical parts of your success
Some of Our Corporate Clients
Testimonials
1200 Plus Satisfied Corporate Customers
After 1000 Steps training I have 1400 new senior connections on LinkedIn, 6 potentially huge projects ongoing and multiple other qualified leads. Plus 4 new accounts opened in the last week.
Ray Black, Sales Director at Talent Recruitment Software
“Delighted to be part of the program Fraser. As you know, I found it to be very useful and as a direct result I am working on 3 or 4 opportunities derived from this. You’ve changed the way I operate.”
Graham McWilliam, Managing Director at Glencraft
Back to basics
Selecting and building your CRM is one of the most important decisions you will make. Getting right and then building it will have more impact on your success than any other part of your business