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

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


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

  2. 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 Your Mobile Device 5. Always Be Connected

  3. Why Have A CRM?

  4. Best of Breed ACT! GoldMine SugarCRM Dynamics CRM Salesforce.com SageCRM Nimble Zoho Insight.ly NetSuite

  5. The 3 Laws of CRM Success • The Administrator • Culture • Black and White Deliverables

  6. The 3 Most Popular CRM Workflows • Collect info from your website • Automate conference follow-ups • Make sure no customer/prospect is forgotten

  7. The 3 Most Popular CRM Reports • The Pipeline • The Activity • The Incident

  8. 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 Your Mobile Device 5. Always Be Connected

  9. Email Marketing Constant Contact MailChimp MyEmma Print, Voice, Text VistaPrint, PrintPlace Voiceshot Tatango Talk Fusion Video Constant Contact Educate/Nurture

  10. Photos/Graphics Getty Images MorgueFile 99Designs Fun Stuff CartoonStock BeFunky RSA TeleServices Lists Educate/Nurture

  11. Getty Images, MorgueFile BeFunky, CartoonStock 99Designs RSA Teleservices Educate/Nurture

  12. Amazing Clubs Plastic Jungle MyCardMaker Citi – Thank You Giving Gifts

  13. Hangouts on Air Google Communication LinkedIn Research Resumes Communication Twitter Hootsuite Educate/Nurture

  14. 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 Your Mobile Device 5. Always Be Connected

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

  16. 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 Your Mobile Device 5. Always Be Connected

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

  18. CRM Airline/Hotel Google Maps Engine Pro Evernote Waze Expensify Gate Guru HootSuite HopStop Key Mobile Apps

  19. 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 Your Mobile Device 5. Always Be Connected

  20. Outsourcing Elance, Guru, Craigslist, Freelancer Sharing OneDrive, Dropbox, Google Drive Connecting Remote Desktop, Gotomypc/Logmein, Join.me, Skype/OoVoo & Freeconference.com Hosted Phone Systems Grasshopper, VirtualPBX The Remote Office

  21. 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 Your Mobile Device 5. Always Be Connected

  22. www.genemarks.com Gene Marks gene@marksgroup.net

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