Clearview South November 2013 - Issue 144 | Page 80
CLEARVIEW EXCLUSIVE
installersupport
MARKETING ON STEROIDS
Salestracker is transforming sales and marketing
As Insight Data launches its 3rd
generation Salestracker, Clearview
magazine takes a closer look at the system
in an exclusive series of articles…
Salestracker combines a prospect database
of potential new customers in the trade and
commercial sectors with a state-of-the-art
sales and marketing software platform. It
is now used by over 600 organisations and
professionals across the window industry,
from international systems companies to
small, local suppliers.
Salestracker is a web-based sales and
marketing software, which means users can
access the system from any Internet enabled
computer, laptop or tablet computer; at the
office, working from home or on the move.
The system is pre-loaded with highly
detailed information on up to 64,000
potential new customers (depending on
your subscription). Users simply log on, and
instantly access their prospects, fabricators,
installers, local builders, house-builders,
main contractors and architects, all of which
are continuously updated live in real-time.
Last month we looked at how Salestracker
helps sales people get sales-organised,
prioritise their time and smash sales
targets. In this second article, we focus
on marketing, and how Salestracker can
help suppliers improve lead generation
and marketing resu lts on even the tightest
budget.
Use anywhere, be everywhere
Jenny is the marketing manager for a
company who supplies fabricators and
installers. She co-ordinates all the company’s
marketing activity, supports the sales team and
works with customer services.
The company uses Salestracker across the
business, the sales team have access to the
system on their laptops, and customer services
use it to record customer contact. Jenny uses
Salestracker continuously; from creating and
managing marketing campaigns to analysing
sales results for the MD.
‘Salestracker isn’t like
traditional CRM systems’
“Salestracker isn’t like traditional CRM
systems, because it’s pre-loaded with really
detailed prospect data and because Insight
Data’s research team keep the information upto-date behind the scenes it means I get much
better results from all my marketing.”
Jenny uses Salestracker to build highly
targeted prospect lists, in a few seconds she
can create a list of Rehau installers in Yorkshire
buying in 25 – 50 frames per week, or a list of
local builders around their new trade counter
in London. These lists can then be used for
personalised direct mail, email marketing
and telesales, and can be ‘pushed’ to other
members of the team, such as a sales rep. Any
number of lists can be created and saved, and
they can then be linked to a ‘campaign’.
“What is really clever about the lists is
that they are ‘dynamic’. Once I’ve created a
list, Salestracker automatically updates and
manages it, adding in or removing records
depending on whether they meet the lists’
criteria.”
“When our marketing activities generate
sales leads these are added to Salestracker
simply by clicking a button and assigning
a lead source and a sales person. The lead is
also linked to a campaign, so I can see how
successful each campaign is, both in leads and
revenue.”
A sales pipeline tracks progress of sales leads,
from initial contact through to converting to
customers including monthly or annual spend.
This is a powerful tool to drive sales and help
with sales forecasting. Salestracker even reports
on sales conversion rates and length of time to
convert leads to customers.
Part of Jenny’s role is supporting the sales
team on the road, and Salestracker’s built
in Task Manager and Document Vault are
ideal. “Once the sales rep visits a customer,
they update the customer record straight
away on Salestracker and can send me tasks,
for example send a confirmation letter or
marketing material. The Task Manager lets
the rep know when it’s been actioned, and
I can attach copies of documents directly to
the record on Salestracker so everyone knows
what’s going on.”
For Jenny, the Dashboard gets her a snapshot
of all marketing activity; “When I log on in
the morning I can see all our leads, customers,
prospects and also keep an eye on dormant/
previous customers. I use it to create new
sales leads, but also to improve existing
customer relations and nudge previous or
dormant customers back into action. For
me, Salestracker is a prospect database, CRM
system and a personal assistant all in one.”
In next month’s Clearview, we’ll be
taking a look at how Salestracker helps the
management team take control and gain a 360
view of all sales and marketing activity.
If you’d like to know how Salestracker can
help your sales and marketing, contact
Insight Data on 01934 808293 or email
[email protected]
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NOV 2013
To read more, visit www.clearview-uk.com