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Scaling Relationships for Startup Sales Teams POWERED BY Presented By: Hewitt Tomlin

Contactually - Startup Sales Teams

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Page 1: Contactually - Startup Sales Teams

Scaling Relationships for Startup Sales TeamsPOWERED BY

Presented By: Hewitt Tomlin

Page 2: Contactually - Startup Sales Teams

Email Follow-Up is Key

88% of prospects would use their current vendor again or recommend them to others.

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Only 25% of buyers actually do.

Follow Up With Current Leads Is King

Page 3: Contactually - Startup Sales Teams

Day In The Life: Startup Account Executive

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Daily Tasks

You have a lot of daily tasks every day and end up spending most of your time dealing with what is urgent, and don’t have a plan or strategy in place to focus on the “important”

Daily Tasks

Prospects are inundated with offers from other competitors. With so many firms making themselves available, you have to stand out from the crowd.

Hyper Competitive

Problems of Day To Day

Competition

Page 4: Contactually - Startup Sales Teams

Updating

Making Calls

You are busy prospecting new customers and working on sales collateral.

Constantly Prospecting

When there is time to make calls, you may struggle with questions such as:“Who should I reach out to?”“When was the last time I spoke to this person?”“What was the last thing we were talking about?”

Hyper Competitive

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Page 5: Contactually - Startup Sales Teams

Understanding the Breakdown of Leads

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Referrals

Up to 80%+ Deals come from Self-Generated Referrals.

Doing the Leg Work

75% of buyers who say they would work with their vendor again.

Following-Up

Past Customers

It takes on average 9 attempts to connect with and qualify a lead. Most sales people give up after 2-3 attempts.

80%Self-Generated Referrals

0% 80%

75%Repeat Business

0% 75%

Page 6: Contactually - Startup Sales Teams

The Problem

Without tools for salespeople to get referrals or repeat customers, the problem of missed opportunities falling through the cracks will only grow

Consistent personalized follow up is the #1 most impactful activity salespeople can do to succeed.

Page 7: Contactually - Startup Sales Teams

Potential Opportunity vs. Existing Network

How Many Opportunities Exist In Your Network?

Without knowing it, 90% of potential opportunities are being left on the table unfilled and unqualified.

90% Potential Opportunity

Imagine your current existing network, old contacts, lost contacts, new leads and possible referrals that exist. This is your existing network filled with untapped opportunity.

10% Of Existing Network

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Page 8: Contactually - Startup Sales Teams

Potential Opportunity vs. Existing Network

97% Of Growth of New Network

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Contactually helps you collect old contacts, new leads and referrals automatically and is guaranteed to grow your network of opportunities.

Never Miss a Follow-Up Or Opportunity Again.

Page 9: Contactually - Startup Sales Teams

Contactually Automates the busy work with ZERO Manual Entry

1. Aggregates Your Network 2. Segments Your Network Instantly 3. Engages Your Contacts Strategically + Purposefully

The Solution

Page 10: Contactually - Startup Sales Teams

Contactually Automatically Constructs the Ultimate Rolodex

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Contactually syncs all of your current and lost contacts from every platform without need of manual entry.

1. No Manual Entry

2. Collects all scattered contacts

3. Automated Data

4. Collected all in one place

Page 11: Contactually - Startup Sales Teams

Staying At The Top Of The Mind With Contactually Buckets

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Contactually helps you set up contacts into buckets to instantly sort contacts into priority, association, and by date:1. What is Your Relationship2. How Should You Follow Up To Accomplish Specific Goals

Past Contacts

ReferralsLeads 90305

Page 12: Contactually - Startup Sales Teams

Results: Be The Account Executive That Always Follows Up

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Automatically Build Your Database

Tell Us Who Is Important

We Make It Easy to Never Lose Touch

Contactually automatically builds the strongest database an agent has ever had. We automatically pull in every contact and message from e-mail, calendar, social media, spreadsheets, and more. We keep all contacts up to date, de-dupe contacts, and let agents manually record any additional information

Bring order to the chaos. Users can setup a series of categories (we call them buckets), and add their most important contacts. They define how often it’s necessary to stay in touch, and Contactually provides deep insight into the health of a particular group of contacts

Users receive a daily list of contacts that they should engage with today – important relationships who are starting to slip through the cracks, anniversaries, manual reminders, and more. We make it easy to stay in touch with e-mail templates that can be dropped in, and relevant information to make it personal. More advanced features like ScaleMail and Programs can be used to help turn salespeople into marketing mavens.

Page 13: Contactually - Startup Sales Teams

Quantitative Results of Using Contactually

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Seeing Contactually in Action on as a Company Wide Platform Dramatically Increased Value and Customer Base

Increase in Leads

Increase in Referrals

25%40%

98% Increase in Engagement