NSGA 5 Ways To Maintain a Personal Touch in the Technological Age - - PowerPoint PPT Presentation

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NSGA 5 Ways To Maintain a Personal Touch in the Technological Age - - PowerPoint PPT Presentation

Dec 18, 2023 396 likes •626 views

NSGA 5 Ways To Maintain a Personal Touch in the Technological Age Gene Marks gene@marksgroup.net 5 Ways To Maintain a Personal Touch in the Technological Age 1. Get A CRM System 2. Educate and Nurture 3. Have The Right Mobile Device 4. Use

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NSGA 5 Ways To Maintain a Personal Touch in the Technological Age Gene Marks gene@marksgroup.net

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  • 1. Get A CRM System
  • 2. Educate and Nurture
  • 3. Have The Right Mobile Device
  • 4. Use Your Mobile Device
  • 5. Always Be Connected

5 Ways To Maintain a Personal Touch in the Technological Age

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Why Have A CRM?

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Best of Breed

ACT! GoldMine SugarCRM Dynamics CRM Salesforce.com SageCRM Nimble Zoho Insight.ly NetSuite

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The 3 Laws of CRM Success

  • The Administrator
  • Culture
  • Black and White Deliverables
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The 3 Most Popular CRM Workflows

  • Collect info from your website
  • Automate conference follow-ups
  • Make sure no customer/prospect is

forgotten

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The 3 Most Popular CRM Reports

  • The Pipeline
  • The Activity
  • The Incident
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  • 1. Get A CRM System
  • 2. Educate and Nurture
  • 3. Have The Right Mobile Device
  • 4. Use Your Mobile Device
  • 5. Always Be Connected

5 Ways To Maintain a Personal Touch in the Technological Age

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Educate/Nurture

Email Marketing Constant Contact MailChimp MyEmma Print, Voice, Text VistaPrint, PrintPlace Voiceshot Tatango Video Talk Fusion Constant Contact

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Educate/Nurture

Photos/Graphics Getty Images MorgueFile 99Designs Fun Stuff CartoonStock BeFunky Lists RSA TeleServices

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SLIDE 11

BeFunky, CartoonStock 99Designs Getty Images, MorgueFile

Educate/Nurture

RSA Teleservices

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SLIDE 12

Plastic Jungle MyCardMaker Amazing Clubs

Giving Gifts

Citi – Thank You

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Educate/Nurture

Hangouts on Air Communication Research Resumes Communication Hootsuite Google LinkedIn Twitter

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  • 1. Get A CRM System
  • 2. Educate and Nurture
  • 3. Have The Right Mobile Device
  • 4. Use Your Mobile Device
  • 5. Always Be Connected

5 Ways To Maintain a Personal Touch in the Technological Age

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Choose The Right Device iPad/iPhone Android Devices Microsoft Surface Laptops

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  • 1. Get A CRM System
  • 2. Educate and Nurture
  • 3. Have The Right Mobile Device
  • 4. Use Your Mobile Device
  • 5. Always Be Connected

5 Ways To Maintain a Personal Touch in the Technological Age

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Mobile Techs

Getting Found Invoicing/Payments Doc Management DudaMobile Go Daddy Google Places Freshbooks Square GoPayment Paypal EchoSign DocuSign

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Key Mobile Apps

CRM Airline/Hotel Evernote Google Maps Engine Pro Waze Expensify HootSuite Gate Guru HopStop

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  • 1. Get A CRM System
  • 2. Educate and Nurture
  • 3. Have The Right Mobile Device
  • 4. Use Your Mobile Device
  • 5. Always Be Connected

5 Ways To Maintain a Personal Touch in the Technological Age

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Elance, Guru, Craigslist, Freelancer OneDrive, Dropbox, Google Drive

Remote Desktop, Gotomypc/Logmein, Join.me, Skype/OoVoo & Freeconference.com

Hosted Phone Systems Connecting Sharing Outsourcing Grasshopper, VirtualPBX

The Remote Office

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  • 1. Get A CRM System
  • 2. Educate and Nurture
  • 3. Have The Right Mobile Device
  • 4. Use Your Mobile Device
  • 5. Always Be Connected

5 Ways To Maintain a Personal Touch in the Technological Age

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Gene Marks gene@marksgroup.net

www.genemarks.com