Most salespeople have a hard time managing their time

It’s no wonder, because you have several competing priorities.

You’ve got to keep in touch with your existing contacts, helping them move closer to a decision.

At the same time, you’ve got to keep filling the pipeline.

Of course, there’s also the administrative stuff: keeping the CRM up to date, filling out reports, doing trainings and meetings.

It seems like there should be a way to organize things to make sure all your leads are taken care of, and that no one slips through the cracks. Your CRM system is a fine place to store contact information and a great way for management to run reports, but it simply doesn’t help you sell.

There should be a system for selling your product or service. But that system hasn’t materialized.

This is the exact problem that OfficeAutopilot attacks.

Imagine a lead management system that lets you focus on selling while supporting you by making sure your leads are communicated with and no one is getting dropped.

OfficeAutopilot allows you to build rock-solid marketing and sales lead management SYSTEMS that do just that.

This is just one example of the kind of marketing and sales SYSTEM that can be quickly built and automated with OfficeAutopilot:

1. Marketing launches a Pay-Per-Click campaign. That’s good ‘cause it creates leads. It’s bad ‘cause the leads are mostly junk. But fortunately, instead of just feeding you iffy names and numbers, OfficeAutopilot filters the wheat from the chaff.
2. The new lead fills out a web form requesting a free report. They’re added to your OfficeAutopilot database, and automatically tagged with their lead source (Adwords, in this case).
3. They immediately receive the report via email, which also lets them know that you’ll be calling to follow up. But you’re not actually alerted yet. OfficeAutopilot is still working.
4. If the lead fails to actually click on and download the resource they asked for, they’re automatically sent a series of ‘what happened to you?’ emails, offering the resource again and asking if they had a problem getting what they needed. Again, you’re never bothered but the emails are signed by and sent from your name.
5. After a couple reminders, the lead finally does download the paper. Now we know they’re alive and kicking. Depending on your business, this activity may be enough to send the lead to a sales rep for follow-up.

But what if there are too many leads to spend time with everyone who just downloads a paper?

In that case, we’ll use Lead Scoring to separate the best from the rest. Office Autopilot takes both online activity and contact data into consideration when grading a lead.

For example:

• How many pages did the contact visit?
• Which pages?
• What resources did they download?
• Did they check out pricing?
• Are they clicking my emails?
• Are they coming back over and over?
• Did they say they’re the CEO?
• That they’re looking to buy in the next 4 weeks?
• That they do over 5MM in revenue?

Based on your criteria, all leads are scored in real time, and then weighed against each other. The best are sent to sales, while the rest are marketed to automatically until they are worth making a phone call to.

6. Once they qualify, you’re sent a task to make a call. The task contains the prospect’s contact information and a call outline plus the lead source, the name of any report that was downloaded, and the entire web visit and click history of the prospect.
   
   The rep is also armed with something of value to offer the prospect. Now you’ve got something worthwhile to talk about.
7. So, you log on in the morning, and see your task list. It shows a list of everyone that’s scheduled for a follow-up today, all automatically assigned by OfficeAutopilot. You’ll run through those tasks. After the call, you’ll check the task complete and you’ll see this:
   
   
   

   If you end up getting a voicemail, you’ll click ‘left message’ and then see another screen that look like this:

   
   
   
8. With one or two clicks, the call is re-scheduled. No more 17 step CRM nightmares. No more forgetting to put it in Outlook. No more dropped leads.
9. According to your sales system, when you’re not able to connect with the lead on the phone, a coordinated series of e-mails and phone calls are made. Emails are sent automatically. You get reminders to phone prospects just at the right time. You don’t need to wonder if someone’s being dropped.
10. When you do connect, you’ll get a sense of who this person is and where they’re at in the sales cycle.
    
    By noting this in the contact’s record (which is right in your Outlook™ Contacts or online), the lead is placed on the most relevant automated sequence of follow-up steps that includes e-mails, direct mail pieces, and follow-up calls in an integrated, choreographed series.
    
    That is, instead of having to update your CRM after every call and getting nothing back, OfficeAutopilot uses your input to actually DO something for you to help you sell. The relationship – and your pipeline - is built without you having to babysit the entire process.
11. Once you’re done with your tasks for the day, you’ll want to check in on your pipeline for recent activity. With one click, you see a list of all your contacts who have recently either visited your website or clicked a link in an email that went out. That is, you get notified in real time of all prospect activity.
12. So. You never got a hold of that lead despite three calls and emails that were sent on your behalf. Now though, three weeks later, you notice that out of the blue, that prospect is BACK on your site! They typed in your address directly this morning and visited 6 pages of content again.

Why not give them a call now?

We could go on.


In fact, our clients DO go on to develop systems for new-client welcoming, cross-selling, up-selling, referral systems, testimonial generation, product fulfillment, customer service, and more.