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Perfect
Preparation!
Marketing Development
Strategies
Best Viewed on iPad or other Tablet
TABLE OF CONTENTS
+ Increasing new
business
+ Pitching to
Personas
+ Creating a buyer
persona
+ Mapping the
buying stages
+ Technology
+ How automation is
used
+ Mailchimp to
Marketo Platforms
+ ION to Unbounce
Landing Pages
+ ROI
+ Conversion
Optimisation
+ Presenting from
the start
+ Using the right
display
+ Summary
Pitching to
Personas
Marketing
Automation
Powerful
Presenting
Life-long
Learning
01 02 03 04INTRO
+ Jump to Section+ Jump to Section+ Jump to Section+ Jump to Section
© salesXchange Ltd, 2016 3
INTRODUCTION
How you approach your market will
determine your success!
Don’t follow the herd, find out for
yourself what makes your
customers tick and what you can do
to excite them.
Consistent presentations
combined with
automating your business
will reap significant
rewards.
This slidedoc will help you
understand the basics of planning
your business for digital delivery and
will change the way you do business
forever.
You will learn how to improve your
dialogue with prospects, so they will
be better informed before you speak
to them which in turn will reduce
your sales lead time and Increase
conversions.
Marketing Automation enables you
to create a digital ‘conversation’ with
every prospect and every new and
existing customer so you can start
planning your future without being
tied to your business.
We provide links to the resources
needed to monitor and adjust
everything you send out in order to
continually increase your conversion
rates
You will be able to manage larger
amounts of data and rekindle older
data by re-engaging prospects and
using customer-centric techniques
that keeps them reading and buying.
The bottom line, you can
steal the march on your
competition.
4© salesXchange Ltd, 2016
Pitching to
Personas
+ Permission to Increase new business
+ Pitching to Personas
+ Creating a Buying Persona
+ Mapping Business Stages
+ Mapping Buying to Technology
01
© salesXchange Ltd, 2016 5
PERMISSION TO INCREASE NEW BUSINESS
One of the biggest problems in
marketing is firstly having the data
and secondly having permission to
communicate.
No matter what you sell, the primary
requirement is that you obtain the
permission of your prospective
customer to communicate with
them.
Failure to do this will result in your
business becoming renowned as a
“spammer” and you’ll get blacklisted
and blocked.
There are various ways to get their
permission and at present the
terminology is called Double Opt-in
which means your prospect is sent
an email confirmation they must
click before they’re registered on
your list.
Permission marketing
encourages consumers to
participate in a long-term,
interactive marketing
campaign in which they are
rewarded in some way for
paying attention to
increasingly relevant
messages.
-Seth Godin
Permission Marketing P.21
© salesXchange Ltd, 2016 6
PITCHING TO PERSONAS
Everything counts; your words, your pictures, your style,
your clothes, even your hair…
We are all subjected to approx 3,500
marketing messages every day.
Logos, brands, packaging, colours,
shapes and words are all trying to
get your attention.
So where do you think your business
figures amongst all that noise?
We both know people want to be
liked, but certain selling techniques
can be wrong and end up losing you
business.
Your job as a business owner is to
match your messages with the
people group(s) you want to sell to.
It’s no good saying you can sell to
anyone, we know that, but can you
make your prospects feel important
by the way you communicate with
them?
Customers want to feel loved and it’s
all about them knowing you’ve taken
the time to think about what they
want.
From the moment someone sets
eyes on you or anything to do with
your business, you’re centre stage,
they’re eying up everything about
you and will choose to blank you or
click away within 500 milliseconds
(not 8 seconds as some people
think!).
You don’t get a second chance at a
first impression – and that’s why
Pitching to Personas is your first
priority.
Get it wrong and it’s like expecting
your cat to bark!
Woof…!
© salesXchange Ltd, 2016 7
YOUR PROSPECTS ARE REAL, NOT ‘MARKS’
Mel Gibson & Helen Hunt starred in
the film “What Women Want”.
There’s a scene where Gibson and
Hunt are talking about a Nike
campaign and they have a picture of
a woman jogging. They give the
woman a name and describe what
she’s thinking whilst out running and
how she lives.
This exercise enables the advertising
company to prepare a “pitch” to Nike
to try and win their business. It might
seem over-the-top for your business,
but this approach is essential if your
going to develop your business,
content, writing, blogging or any other
information you might be planning to
create and publish.
Putting a name to a face is essential to identifying personas
and selling to them
© salesXchange Ltd, 2016 8
CREATING A BUYER PERSONA
Helping customers understand why they like you…
Creating Your Personas
The first step is to create your buyer
personas—most brands will need
more than one. A buyer persona can
be defined as a representation of
your ideal customer. Personas are
developed based on customer
demographics and behaviour, along
with your own understanding of their
motivations and challenges.
Buyer personas help you:
• Determine what kind of content
you need
• Set the tone, style, and delivery
strategies for your content
• Target the topics you should be
writing about
• Understand where buyers get
their information and how they
want to consume it
Conducting Interviews and
Research
To create your buyer personas, you
should conduct interviews with
customers, prospects, and members
of your sales and customer service
teams. You can also send out
surveys and do your own research.
Focus on the following topics when
creating each persona:
• Background: Basic details about
your ideal customer and his or her
company
• Job details: Key job
responsibilities, likes and dislikes
about job
• Main sources of information:
Where your persona does his or
her research
• Goals: Persona’s primary and
secondary goals
• Challenges/pain points: Your
persona’s challenges, and the
emotions which accompany those
challenges
• Preferred content medium: How
your persona likes to absorb
content
• Quotes: Bring your personas to
life with actual quotes gathered
during interviews
• Objections: The objections you
anticipate from your persona
during the sales process
• Role in purchase process:
Persona’s influence in the
decision making process
• Marketing message: The
messaging that speaks directly to
this persona
© salesXchange Ltd, 2016 9
MAPPING THE BUYING STAGES
Not in the market
Observe Market Trends
Track Competitive Activity
Stimulated
Event Occurs Problem
Surfaces Problem Studied
Consequences of Problem
Identified Is it worth solving
Can it be solved What
Options are Available
Problem Definition
Indentify and involve
stakeholders Research
possible options Establish
functional requirements
Draft ROI
Options
Explore promising options
Narrow down the list of
options Reconfirm
functional requirements
Refine the business case
Evaluation
Conduct detailed
evaluation of short listed
options Secure stakeholder
consensus about preferred
option Finalize the
business case
Preferred
Recommendation
Finalise contractual and
commercial terms Check
references Reconfirm
decision Finalize internal
request to purchase
Final Approval
Submit final proposal to
formal approval process
Implementation
Implement chosen solution
Achieve expected benefits
Validate decision to buy
Understand their journey and develop a content strategy that speak
directly to buyers regardless of where they are in the process
© salesXchange Ltd, 2016 10
MAPPING BUYING STAGES TO TECHNOLOGY
If you can picture it you can get it to work!
11© salesXchange Ltd, 2016
Marketing
Automation
+ Mailchimp to Marketo
+ Landing Pages
+ Return On Investment
02
© salesXchange Ltd, 2016 12
ARE YOU SITTING ON A GOLDMINE!
Moving from re-active to active!
A business needs to know what
technology is available and how it
can grow without simply employing
more staff.
Automation creates a process that
establishes a digital “conversation”
with everyone you come in to
contact with and does not let any
prospect ‘fall through the cracks’.
The infrastructure operates 24/7,
measuring every interaction anyone
has with your business.
Automation encourages customers
to stay connected and looks to
establish YOU as a market leader.
Marketing automation will convert your
data in to revenue £££
© salesXchange Ltd, 2016 13
HOW IS AUTOMATION USED?
Marketing Automation is not simply an email platform, it is a
revenue performance engine that can radically change
operations within any business
© salesXchange Ltd, 2016 14
TWO ELEMENTS TO AUTOMATION
Marketing Automation
– Pre defined sequence of activities triggered by:
• An inbound call
• Response to email call-to-action
• Website activity
• PAYG SMS
• Inactivity
Landing Page
– Post 1st click marketing in response to ‘Automation’
• The ability to maintain engagement and sell
when a yes/no response it not applicable
• Highly engages with prospects on a personal
level
• Helps segment customers & converts old data
into accurate new data
Both products dramatically help improve your conversion rates
15© salesXchange Ltd, 2016
+ Mailchimp to Marketo
Automation Platforms
02
© salesXchange Ltd, 2016 16
RECOMMENDED PROVIDERS
Both solutions are provided by market leaders, but they are
very different…
understand where and how to
allocate your budgets for maximum
return.
You need to know the differences
between systems so that you can
plan for your future in business. It is
a matter of mastering the
technology so that you can master
your business.
The New Rules of Marketing
Digital, social and mobile
technologies have altered the way
organisations and marketers need to
interact with people. You need to
engage with people in order to build
meaningful and personalised
relationships over time, instead of
talking at them. It’s called
engagement marketing.
In order to thrive and succeed in this
world of accelerating change,
modern marketing professionals
need a new generation of marketing
software to help them cope with the
sheer pace and complexity of
engaging with customers in real time
across the web, email, social media,
online and offline events, video, e-
commerce storefronts, mobile
devices and a variety of other
channels.
Marketers like you need to interact
seamlessly with your customers
across these channels, and you
need data and analytic insights to
© salesXchange Ltd, 2016 17
THE DIFFERENCE BETWEEN EMAIL PROVIDERS
Mailchimp & Marketo are both intelligent email platforms with
autoresponders and integration to CRM, so what’s the difference?
Mailchimp
• Email
• SMS
• Salesforce Integration
• Social Media – Post once
• Google Analytics Tags only
• Billing - “Pay-As-You-Go”
Marketo
• Email
• SMS
• Salesforce Integration any
field, any code contributing to
lead score or triggering any
activity
• Social Media Monitoring and
click-throughs per customer,
depth and duration
• Analytics per customer or
every campaign combined, to
the smallest detail
• Billing - Marketing Automation
charge per Contact Record and
you can send as many emails
as you like, which could likely
be in the region of 20-30 emails
per year per contact.
• Monitor website activity per
customer, depth and duration
• Inactivity; online or emails per
customer, depth and duration
• Lead scoring across all
marketing activities per
customer, depth and duration
• Telesales: Inbound &
Outbound Calls
• Data directories to fill in
missing data
• Displays IP address and
visitors names from anonymous
website visits
• Direct Mail
• ROI Analysis; Identify if you
should spend more or less
money
• ROI Analysis; Identify which are
the most successful campaigns
+ www.mailchimp.com
+ www.marketo.com
© salesXchange Ltd, 2016 18
ANATOMY OF AUTOMATION
The objective is to ‘second guess’ the behaviour of your
customers so that they actually enjoy receiving information
form you, unlike ‘spammers’
Email SMS Email Web CallPermission Sale
© salesXchange Ltd, 2016 19
MARKETING AUTOMATION SEQUENCE - EXAMPLE
Building a database of
automation ‘tracks’
It may seem complex, but the reality
is that this approach simplifies
operations to enable you to actively
manage the platform and your sales
approach.
This illustration shows how a vehicle insurance company
can structure the flow of information to a prospect
© salesXchange Ltd, 2016 20
MULTIPLE SEQUENCED ENGAGEMENT - EXAMPLE
It’s not wham, bam, thank you ma’am, you have to carefully
consider every touch point, win or lose you still keep in contact
Won Business
#1 Thank You
#2 Reminder of Benefits
#3 Lost Key Cover
#4 Excess Protect
#5 Guaranteed Hire Car
#6 New Product!!!
#7 Renewal Sequence
Timing
0+1 Hour
+24 Hours
+1 Month
+ 3 Months
+6 Months
+9 Months
+11 Months
Lost Business
#1 Congratulations on new car
#2 Accident Aftercare
#3 Accident Aftercare - 2
#4 It’s been three months
#5 It’s six months, how’s it going
#6 Wow! It’s been nine months
#7 Let us insure you
+ 12 MonthsNew spin on 2nd year communications
New products
New landing page experiences
New content about insurance
What did we do wrong,
how can we improve our
insurance or our
business?
Complete our survey!
Minimum of No.20 communications per contact
© salesXchange Ltd, 2016 21
MARKETO REPORTING
The key to successful implementation is knowing what is achievable from the software and
knowing what to look for in the available reports…
Evaluate the impact
of marketing
View which activity delivers
the best performance
Analyse MQL* passed
to Call Centre
Analyse cost per
campaign
Clear visibility of drip &
engagement campaigns
Social dashboard to
monitor presence
Visual automation flow
analysis
Asses response to individual
campaigns
* Marketing Qualified Lead
© salesXchange Ltd, 2016 22
WHAT TO CHOOSE?
Mailchimp or Marketo or whatever?
The decision to automate
ranges from your finances
to your future, your deal
sizes to your data.
There are various reasons to go down
this route and all of them good. But it
will ultimately be determined based
upon how you view the future of your
business.
I would recommend that you review
your business plan, assuming you
have one and if not, now is probably a
good time to start.
Businesses constantly peak and
trough simply because they cannot
moderate their marketing activities.
As soon as they get a deal they have
to fulfil the order and immediately stop
marketing
Depending on how long it takes to
supply the customer, once it’s done,
you then have to start again. This is
so damaging to any company and to
your health.
Concentrate on building your contact
lists, make sure you have sign up
forms on your site or pop up boxes
that can capture prospect names and
email addresses. It’s a good place to
start.
23© salesXchange Ltd, 2016
+ ION to Unbounce
Landing Page Platforms
02
© salesXchange Ltd, 2016 24
LANDING PAGE PROVIDERS
Landing pages present a focused message to a prospect without the common distractions
that a website has like menus and rotating banners which are vying for their attention!
ION are the foremost pioneers in
post-click marketing strategies.
They were the first to buck the
trend from long copy landing pages
to interactive and engaging multi
page landing experiences that
delivers seriously high conversion
rates.
Their book, a transposition of sorts
from their blog is one of the most
intriguing reads around as it charts
the change form one set of industry
beliefs to another.
Unbounce provide a straight
forward solution with many
integrations and costs from $49 per
month, it is not suited to creating
mini-sites or multi-page landing
page experiences like ION.
+ www.unbounce.com
+ www.ioninteractive.com
© salesXchange Ltd, 2016 25
LANDING PAGES
• Interactive content educates a
visitor 93% of the time, compared
to only 70% of the time for passive
content
• Interactive content is 88% effective
at differentiating a brand,
compared to only 55% for passive
content
• Interactive content is shared
socially more than twice as often
as passive content
• The strategy used in this example
secured a £3m deal within ten
weeks of launching the campaign
This example anticipates two types of people visiting the
page and then naturally segments them.
© salesXchange Ltd, 2016 26
INTERACTIVE EXPERIENCES
Everyone expects more from
suppliers these days…
Customers and prospects expect
more than a static page or link to a
website. They expect their needs to
be met – and the more we are able
to give them a sense of connection
and show a level of desire to serve
them with engaging content, the
more conversions we will achieve.
Perfectly matched
Each persona type can have its own
interactive landing page experience
for every male or female visitor.
This structure is exclusive to ION.
Think of the five sections below as five possible products you
might discuss with a prospect.
© salesXchange Ltd, 2017 27
LANDING PAGE SOFTWARE OR MULTIPLE WEBSITES
Scalability
+ It would take too long to build and manage a
website for each product
+ A/B/n Testing would be OK for one site but multiple
sites would be unmanageable
Landing Pages
+ Single or multiple page landing page experiences
+ Testing platform for new ideas and products
CMS
+ Content Management Systems enable you to clone
and copy information and content
+ One platform to manage and organise all sites, with
a single login
Interactive Content
+ Centralised resource for selling and training
depending on your products
+ Blending landing page and conversion optimisation
techniques to achieve the highest ROI
It can be tempting to simply build a number of branded websites instead of
using specific software, however there are a number of good reason not to…
28© salesXchange Ltd, 2016
+ Return on
Investment
02
© salesXchange Ltd, 2016 29
MARKETING AUTOMATION
The figures below are based upon comparing typical
existing exposure levels, excluding landing pages!
22%
Increase in
qualified
leads
21%
More leads
convert to
opportunities
Grow number of
opportunities
15% Reduction in
customer
acquisition cost
17%
Increase in
win rate
12% Increase in
deal size 7% shorter sales
cycle
Improve Sales
ProductivityOptimize ROI
© salesXchange Ltd, 2016 30
INTERACTIVE LANDING PAGES & CONTENT
Genworth increased their digitally
driven revenue by 350%
iContact generated 3x more leads
from 700 digital experiences.
Iron Mountain attributed a 219%
increase in sales to ION.
Dell increased sales opportunities
by 10x
Plymouth Rock credits ION with
179x speed to market, 300%
increase in quotes and a 30%
reduction is cost per quote.
73% of ION customers double their
conversion rates.
90% of ION customers report
positive return on their investment
Genworth
Financial
Insurance
Iron Mountain
Plymouth Rock
350%219% 300%It’s difficult to quantify, but
it’ll be fun increasing your ROI…
© salesXchange Ltd, 2016 31
A/B TESTING EVERYTHING YOU DO…
Marketing Automation Emails
– For every email campaign you create, you’ll set up
an A/B competitor email, use both and see which
has the highest conversion, keep the winner and
repeat the process:
– Layout
– Images
– Copy
“If you do what you’ve always done, you’ll get what you’ve always got…”
Landing Pages
– Every landing page will have an A/B
competitor. As the data and analysis
metrics improve, the changes will be
incremental and less overt*:
– Colour of buttons
– Shape of buttons
– Large or small text
*Multivariate testing
© salesXchange Ltd, 2016 32
CONVERSION RATE OPTIMISATION - CRO
Everything you do you must test and ensure you are
achieving the highest conversion rates
If you’re in business, you’re in
selling. Everyone has heard of sales
or selling techniques, well, the same
applies to marketing and it’s all
digital.
If you’re not planning to improve your
conversion rates then you have
pretty much given up!
CRO is about acknowledging that
we’re not psychic and can’t possibly
decide on one thing and keep it the
same for the duration of our
business careers.
We all have to keep testing and
testing again, even if it means
ditching something we have become
used to having around, like a script,
brochure or web copy.
Applying an attitude of constructive
improvement through testing, you
will gradually increase online and
offline sales.
For almost every page on your
website you must have a
corresponding ‘challenger’ page.
The most popular called A/B Testing
(shown on the next page) and
displays two options A or B.
The second option is called
multivariate testing or MVT where
incremental changes are made:
• Text size
• Text colour
• Button colour
• Button shape
• Available images
You also need to use Google
Analytics for:
• Visits
• Bounce Rates
• Depth of visit
• Tag Information
• Exit Pages
• Goals etc
Resources
+ Google – Webmasters Tools
+ Google – Analytics
+ Optimizely – A/B Testing
+ Conversion Rate Experts
© salesXchange Ltd, 2016 33
CONVERSION APPS
Here are some conversion apps, because you have to do
more than just install some software to succeed.
Zendesk
This Help Desk and FAQ
applications enables customers to
seamlessly engage online with
CSRs, no matter where they’re
based.
£54.00 or £99.00 per month/agent
Qualaroo
Provides a small pop-up in the
bottom right-hand corner that offers
to either help the browser or simply
checks to see if the information is
relevant and informative.
$199.00 per month
Crazy Egg
Will tell us what buttons or links
people are clicking on and how far
down the page they are scrolling so
we know which messages they
don’t see!
$99.00 per month
+ www.qualaroo.com + www.crazyegg.com + www.zendesk.com
34© salesXchange Ltd, 2016
Powerful
Presenting
+ Presenting starts with the first visit
+ Understanding the formats
+ Presentation Development
03
© salesXchange Ltd, 2016 35
PRESENTING STARTS WITH THE FIRST VISIT
No one seems to like presenting or public speaking, but you
don’t get a second chance at a first impression!
As soon as you walk through their
door, you’re on show, from
your clothes, shoes, hair and most
definitely your tech!
Back in the 80s & 90s there were no
tablets and laptops were a novelty so
presenting was done manually! Flip
Charts and Sight-Sellers were used.
Now we have everything you can
imagine, from smartphones to
projectors to 10ft wide 5K HD
Displays. But which is the best
format to use and when.
Here’s our suggestions; and it
depends on what you’re doing and to
whom. So let’s start form the top.
There are a number of “documents”
you need to have before you attend
a meeting which are as follows:
Sight-seller
Used during the 1st Meeting
A display or illustration of all your
products and services. Included
are testimonials, case studies
about what you have done for other
people and perhaps some pricing.
Presentation
You’re invited back to a 2nd Meeting
where you will present what you’re
going to do for them.
This is similar to the Sight Seller
but it has been created to reflect
exactly what you’re going to do for
your customer. Note: These are
sparsely worded.
YOU are the star of the
presentation and you’re going to
make the customer feel like the
hero. You’re doing the talking so
you don’t need may words on the
screen or slide.
SlideDoc Notes
It is common to be asked for and to
provide a copy of the presentation,
but let’s face it, they’re your slides
to support what you’ve been saying
and the notes never look
particularly good.
So you create a slide document for
the notes, like this document. It
enables you to deliver a whole new
presentation, establishes your
authority because you’re helping
them better understand what you’re
trying to achieve. Find out during
the first meeting if they use a tablet
or not as this determines your
format…
© salesXchange Ltd, 2016 36
UNDERSTANDING THE FORMATS
We all put in the effort but it depends on how much the deal
worth?
Sight Seller
Depending on your technology of
choice, make sure that your “Sight
Seller” content looks great on your
machine.
If you’re using a Tablet prepare
your Sight Seller slides in the 4:3
format. For a Laptop, prepare
them using a 16:9 format.
Remember the “five Ps” Perfect
Preparation Prevents Poor
Performance!
The Presentation
Find out in advance which format
your customer has if your using
their equipment, i.e. a wide screen
display or a projector. And if it’s a
projector, make sure you know how
to change it from 4:3 to 16:9
depending on how you’re set up.
Slide Doc Notes
When it comes to content, find out
how your customer likes to
“consume” information. If they
have a tablet, make sure its in 4:3,
otherwise use 16:9 if they normally
read on a laptop.
Don’t forget, some people prefer to
print notes out on to paper, so don’t
use coloured backgrounds on every
slide.
© salesXchange Ltd, 2016 37
FORMATTING YOUR SLIDE DOC
The formatting for this document can
be accessed by clicking on the button
above “New Slide” or click View >>
Slide Master.
Take some time to look at the
different formats that have been used
in this Slide Doc.
Depending on which version of
PowerPoint you use the location of
the ‘Colours’ may be different.
It helps to create your “long form” presentation as a Slide Doc to
use as notes before you prepare your slides for the presentation
© salesXchange Ltd, 2016 38
EDITING COLOURS ON THIS SLIDE DOC
Click on “Design” then on the button
marked Colours. From the Drop
Down Menu, right-click on
salesXchange and change the Accent
Colours
You may need find out the RGB
colours to ensure that you maintain
consistency.
Take a look through this document to
determine how the current selection
fits in with your colour scheme.
Once you’ve made your changes,
save the SlideDoc with a different
name and your ready to start your
own.
Identify your company colours and edit the “Theme” colours to give
your presentation a really professional look & feel…
© salesXchange Ltd, 2016 39
SETTING UP GRIDS IN USE
Publications have structure.
• On the left, we overlaid a grid over
the structure of a magazine spread.
• This grid is constructed so you can
insert text and place images
anywhere within the grid, and it
looks tidy.
• Each page in the article has images
and text that fall neatly into this
structural system and naturally look
organized.
• Like publications, slidedocs also
need to have a grid. Granted, the
grid for this magazine article was
developed by a professional
designer and is more complex than
you’ll need for a slidedoc.
This shows you are taking you customers seriously!
© salesXchange Ltd, 2016 40
GRIDS CREATE CONSISTENT ORGANISATION
It also helps train the “eye” of the reader so they know what
to expect.
Original content
Identify grid
Clean and organized resultContent flowed into grid
© salesXchange Ltd, 2016 41
PROJECTED OR DISPLAYED PRESENTING
Do not fill each slide with text and then read the text.
Your audience can read !!!
Another common mistake is to fill your slides with all the
things you want to say and then give them a copy of the
slides as “notes” and think that you’ve nailed it.
When you’re presenting, you’re the actor, attempting to
make the audience feel like the hero. Don’t blow it…
Carefully plan each stage and practice, practice,
practice.
Steve Jobs keynote speeches are the most watched
presentations online, eclipsing other keynotes by 30x.
Steve Jobs made presenting look like “second-nature” to
onlookers, but not many people know that he practiced
for months, going over every minute detail time and time
again.
You’re up! It’s your turn to blow them away and astound
your audience of one or one hundred…
© salesXchange Ltd, 2016 42
PRESENTATION DEVELOPMENT
To maximise the opportunities available to you it is essential
that your presentation strategy is also reviewed
Nancy Duarte’s books are a constant
source of inspiration for me and
believe these two books are
essential reading for any business
that needs to present.
So that’s everyone!
+ www.duarte.com
43© salesXchange Ltd, 2016
Life Long
Learning
+ Read Up or Pay Up!
+ Digital Starting Point
+ Recommended Digital Resources
04
© salesXchange Ltd, 2016 44
MAKE A DECISION – READ UP OR PAY UP!
For Dummies! Consulting, Coaching, Branding, Marketing
& Training.
Planning, Consulting, Conversion, Testing, Optimisation,
Layouts, Management.
Either you choose to study and “learn the ropes” or you pay
someone to do it for you, there’s no middle ground.
Copywriting, Persuasion, Digital Body Language, Selling,
Creating Presence.
Networking, Finances, Presenting & Speaking, Time
Management
Analytics, Landing Pages, Marketing, Change, Active
Marketing, Persona Awareness.
Layouts, Design, Branding, Logos, Letterheads, Web
Ideas and Communications.
© salesXchange Ltd, 2016 45
DIGITAL STARTING POINT
To compete in today’s economy you must be proficient in
producing high quality content
You have no choice but to become
a purveyor of high quality content.
Everything you say is scrutinised,
firstly by Google and then by a
reader who may or may not engage
with you.
Your purpose is to attract and retain
new customers at a rate that
enables you to sustain an income.
Failure to do this will result in poor
cashflow and ultimately the
cessation of your business.
Master the technology and content
and you will master your business.
CMS Websites
The first place to start is ensuring
you have a CMS website platform
that enables you to add content
whenever it suits you and for you to
be able to upload good quality
images and not the run-of-the-mill
stock photos.
I mentioned earlier, you don’t get a
second chance at a first impression
and this is where it all starts (and in
some cases finishes!).
Joomla!, Wordpress, Magneto and
Drupal are all popular CMS
platforms that allow templates to be
easily added to change the look
and feel of the site.
Because of their popularity, they
have become easy to use and
maintain.
+ www.wordpress.org
+ www.joomla.org
© salesXchange Ltd, 2016 46
RECOMMENDED DIGITAL RESOURCES
A list of the tools and software we have used:
Marketing Tools
• Adobe InDesign & Quark – Document Publishing
• AddThis – Content Sharing
• Mailchimp – Email & Automation
• Microsoft Excel, Word, PowerPoint, Visio
• Net Results & Marketo Marketing Automation
• Salesforce CRM
• Unbounce & ION Interactive Landing Page SaaS
• Zendesk – FAQs & Support Desk
Web Software & Tools
• Adobe Acrobat, Dreamweaver, Illustrator, Photoshop
• Crazy Egg - Heat Maps
• Filezilla FTP
• Google Analytics
• Google Web Optimiser A/B Testing
• Hootsuite & Social Oomph – Management &
Automation
• Joomla CMS
• Qualaroo – Pop Up Engagement
• Sidekick - Email Notification
• Sumo Me & Wisepops – Popups & Apps
• Vimeo & Wistia - Video
Books are great to help guide you down a chosen path, but getting
to grips to the tools that help make you look good is essential
47© salesXchange Ltd, 2016
Next Steps…
+ Buy ‘Integrate - The Essential Business Technology Handbook’ from Amazon
+ Book your place in a salesXchange Marketing Syndicate Group
+ Sign up to our newsletters on www.salesXchange.co.uk
© salesXchange Ltd, 2017 48
DOWNLOAD FREE RESOURCES
Marketing Check List
A comprehensive checklist
to help you fine tune your
business.
Book List
A list of 120 books that
have influenced our
development…
Before you get going, make sure you download these free
resources we’ve prepared for you
+ Download Here+ Download Here
© salesXchange Ltd, 2016 49
EVERYTHING TAKEN CARE OF…
Market & Motivate is an online
marketing and technology
consultancy based in Rickmansworth
and run by Nigel Maine.
Nigel has nearly thirty years
experience working with and running
SMEs majoring in sales and
marketing.
His speciality is marketing automation
and blending technology to help
develop and increase a return on
investment.
Nigel recently published a new book
which is available on Amazon Kindle.
We provide “hands-on” consultancy helping companies to
realise the ROI
+ www.salesXchange.co.uk
+ www.amazon.co.uk
© salesXchange Ltd, 2016 50
ENGAGE SALESXCHANGE
Meet up with us to find out how we can help change your business using our
proven methodology and creative awareness…call today 0800 970 98751
© salesXchange Ltd, 2016 51
SUMMARY
You have an opportunity to radically change the way you
communicate and it’s all about digital and automation
I hope you have enjoyed this Slide
Document and that you can see how
this overall format can be easily
adapted to fit in with your business
and how you present.
It always helps to have some fresh
eyes on any business and these
resources I believe will go some way
to changing your approach for the
better as the goal is to enable you to
generate more income without the
typically associated stress!
If you would like us to help you in
any area of marketing, do get in
touch and let’s have a chat.
The most important aspect is that
there’s a fit between our companies,
if there is, it should be plain sailing
from there.
If you’re starting out, I would really
urge you to consider the Digital
Profile Bootcamp especially as I
have met countless new business
owners who have struggled to get
their businesses to a successful
place simply because they didn’t
have the whole digital “thing” clear in
their minds.
That only leaves for me to say thank
you for spending some time with us
and I look forward to hearing from
you in the near future.
All the best
Nigel Maine
Director
52© salesXchange Ltd, 2016
Thank You…
CONTACT US
If you want to contact salesXchange:
Twitter:
@nigelmaine
LinkedIn:
Nigel Maine
salesXchange.co.uk
0800 970 9751
Facebook:
salesXchange
LinkedIn:
salesXchange
If you want to contact
Nigel:

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salesXchange - About that Presentation

  • 2. TABLE OF CONTENTS + Increasing new business + Pitching to Personas + Creating a buyer persona + Mapping the buying stages + Technology + How automation is used + Mailchimp to Marketo Platforms + ION to Unbounce Landing Pages + ROI + Conversion Optimisation + Presenting from the start + Using the right display + Summary Pitching to Personas Marketing Automation Powerful Presenting Life-long Learning 01 02 03 04INTRO + Jump to Section+ Jump to Section+ Jump to Section+ Jump to Section
  • 3. © salesXchange Ltd, 2016 3 INTRODUCTION How you approach your market will determine your success! Don’t follow the herd, find out for yourself what makes your customers tick and what you can do to excite them. Consistent presentations combined with automating your business will reap significant rewards. This slidedoc will help you understand the basics of planning your business for digital delivery and will change the way you do business forever. You will learn how to improve your dialogue with prospects, so they will be better informed before you speak to them which in turn will reduce your sales lead time and Increase conversions. Marketing Automation enables you to create a digital ‘conversation’ with every prospect and every new and existing customer so you can start planning your future without being tied to your business. We provide links to the resources needed to monitor and adjust everything you send out in order to continually increase your conversion rates You will be able to manage larger amounts of data and rekindle older data by re-engaging prospects and using customer-centric techniques that keeps them reading and buying. The bottom line, you can steal the march on your competition.
  • 4. 4© salesXchange Ltd, 2016 Pitching to Personas + Permission to Increase new business + Pitching to Personas + Creating a Buying Persona + Mapping Business Stages + Mapping Buying to Technology 01
  • 5. © salesXchange Ltd, 2016 5 PERMISSION TO INCREASE NEW BUSINESS One of the biggest problems in marketing is firstly having the data and secondly having permission to communicate. No matter what you sell, the primary requirement is that you obtain the permission of your prospective customer to communicate with them. Failure to do this will result in your business becoming renowned as a “spammer” and you’ll get blacklisted and blocked. There are various ways to get their permission and at present the terminology is called Double Opt-in which means your prospect is sent an email confirmation they must click before they’re registered on your list. Permission marketing encourages consumers to participate in a long-term, interactive marketing campaign in which they are rewarded in some way for paying attention to increasingly relevant messages. -Seth Godin Permission Marketing P.21
  • 6. © salesXchange Ltd, 2016 6 PITCHING TO PERSONAS Everything counts; your words, your pictures, your style, your clothes, even your hair… We are all subjected to approx 3,500 marketing messages every day. Logos, brands, packaging, colours, shapes and words are all trying to get your attention. So where do you think your business figures amongst all that noise? We both know people want to be liked, but certain selling techniques can be wrong and end up losing you business. Your job as a business owner is to match your messages with the people group(s) you want to sell to. It’s no good saying you can sell to anyone, we know that, but can you make your prospects feel important by the way you communicate with them? Customers want to feel loved and it’s all about them knowing you’ve taken the time to think about what they want. From the moment someone sets eyes on you or anything to do with your business, you’re centre stage, they’re eying up everything about you and will choose to blank you or click away within 500 milliseconds (not 8 seconds as some people think!). You don’t get a second chance at a first impression – and that’s why Pitching to Personas is your first priority. Get it wrong and it’s like expecting your cat to bark! Woof…!
  • 7. © salesXchange Ltd, 2016 7 YOUR PROSPECTS ARE REAL, NOT ‘MARKS’ Mel Gibson & Helen Hunt starred in the film “What Women Want”. There’s a scene where Gibson and Hunt are talking about a Nike campaign and they have a picture of a woman jogging. They give the woman a name and describe what she’s thinking whilst out running and how she lives. This exercise enables the advertising company to prepare a “pitch” to Nike to try and win their business. It might seem over-the-top for your business, but this approach is essential if your going to develop your business, content, writing, blogging or any other information you might be planning to create and publish. Putting a name to a face is essential to identifying personas and selling to them
  • 8. © salesXchange Ltd, 2016 8 CREATING A BUYER PERSONA Helping customers understand why they like you… Creating Your Personas The first step is to create your buyer personas—most brands will need more than one. A buyer persona can be defined as a representation of your ideal customer. Personas are developed based on customer demographics and behaviour, along with your own understanding of their motivations and challenges. Buyer personas help you: • Determine what kind of content you need • Set the tone, style, and delivery strategies for your content • Target the topics you should be writing about • Understand where buyers get their information and how they want to consume it Conducting Interviews and Research To create your buyer personas, you should conduct interviews with customers, prospects, and members of your sales and customer service teams. You can also send out surveys and do your own research. Focus on the following topics when creating each persona: • Background: Basic details about your ideal customer and his or her company • Job details: Key job responsibilities, likes and dislikes about job • Main sources of information: Where your persona does his or her research • Goals: Persona’s primary and secondary goals • Challenges/pain points: Your persona’s challenges, and the emotions which accompany those challenges • Preferred content medium: How your persona likes to absorb content • Quotes: Bring your personas to life with actual quotes gathered during interviews • Objections: The objections you anticipate from your persona during the sales process • Role in purchase process: Persona’s influence in the decision making process • Marketing message: The messaging that speaks directly to this persona
  • 9. © salesXchange Ltd, 2016 9 MAPPING THE BUYING STAGES Not in the market Observe Market Trends Track Competitive Activity Stimulated Event Occurs Problem Surfaces Problem Studied Consequences of Problem Identified Is it worth solving Can it be solved What Options are Available Problem Definition Indentify and involve stakeholders Research possible options Establish functional requirements Draft ROI Options Explore promising options Narrow down the list of options Reconfirm functional requirements Refine the business case Evaluation Conduct detailed evaluation of short listed options Secure stakeholder consensus about preferred option Finalize the business case Preferred Recommendation Finalise contractual and commercial terms Check references Reconfirm decision Finalize internal request to purchase Final Approval Submit final proposal to formal approval process Implementation Implement chosen solution Achieve expected benefits Validate decision to buy Understand their journey and develop a content strategy that speak directly to buyers regardless of where they are in the process
  • 10. © salesXchange Ltd, 2016 10 MAPPING BUYING STAGES TO TECHNOLOGY If you can picture it you can get it to work!
  • 11. 11© salesXchange Ltd, 2016 Marketing Automation + Mailchimp to Marketo + Landing Pages + Return On Investment 02
  • 12. © salesXchange Ltd, 2016 12 ARE YOU SITTING ON A GOLDMINE! Moving from re-active to active! A business needs to know what technology is available and how it can grow without simply employing more staff. Automation creates a process that establishes a digital “conversation” with everyone you come in to contact with and does not let any prospect ‘fall through the cracks’. The infrastructure operates 24/7, measuring every interaction anyone has with your business. Automation encourages customers to stay connected and looks to establish YOU as a market leader. Marketing automation will convert your data in to revenue £££
  • 13. © salesXchange Ltd, 2016 13 HOW IS AUTOMATION USED? Marketing Automation is not simply an email platform, it is a revenue performance engine that can radically change operations within any business
  • 14. © salesXchange Ltd, 2016 14 TWO ELEMENTS TO AUTOMATION Marketing Automation – Pre defined sequence of activities triggered by: • An inbound call • Response to email call-to-action • Website activity • PAYG SMS • Inactivity Landing Page – Post 1st click marketing in response to ‘Automation’ • The ability to maintain engagement and sell when a yes/no response it not applicable • Highly engages with prospects on a personal level • Helps segment customers & converts old data into accurate new data Both products dramatically help improve your conversion rates
  • 15. 15© salesXchange Ltd, 2016 + Mailchimp to Marketo Automation Platforms 02
  • 16. © salesXchange Ltd, 2016 16 RECOMMENDED PROVIDERS Both solutions are provided by market leaders, but they are very different… understand where and how to allocate your budgets for maximum return. You need to know the differences between systems so that you can plan for your future in business. It is a matter of mastering the technology so that you can master your business. The New Rules of Marketing Digital, social and mobile technologies have altered the way organisations and marketers need to interact with people. You need to engage with people in order to build meaningful and personalised relationships over time, instead of talking at them. It’s called engagement marketing. In order to thrive and succeed in this world of accelerating change, modern marketing professionals need a new generation of marketing software to help them cope with the sheer pace and complexity of engaging with customers in real time across the web, email, social media, online and offline events, video, e- commerce storefronts, mobile devices and a variety of other channels. Marketers like you need to interact seamlessly with your customers across these channels, and you need data and analytic insights to
  • 17. © salesXchange Ltd, 2016 17 THE DIFFERENCE BETWEEN EMAIL PROVIDERS Mailchimp & Marketo are both intelligent email platforms with autoresponders and integration to CRM, so what’s the difference? Mailchimp • Email • SMS • Salesforce Integration • Social Media – Post once • Google Analytics Tags only • Billing - “Pay-As-You-Go” Marketo • Email • SMS • Salesforce Integration any field, any code contributing to lead score or triggering any activity • Social Media Monitoring and click-throughs per customer, depth and duration • Analytics per customer or every campaign combined, to the smallest detail • Billing - Marketing Automation charge per Contact Record and you can send as many emails as you like, which could likely be in the region of 20-30 emails per year per contact. • Monitor website activity per customer, depth and duration • Inactivity; online or emails per customer, depth and duration • Lead scoring across all marketing activities per customer, depth and duration • Telesales: Inbound & Outbound Calls • Data directories to fill in missing data • Displays IP address and visitors names from anonymous website visits • Direct Mail • ROI Analysis; Identify if you should spend more or less money • ROI Analysis; Identify which are the most successful campaigns + www.mailchimp.com + www.marketo.com
  • 18. © salesXchange Ltd, 2016 18 ANATOMY OF AUTOMATION The objective is to ‘second guess’ the behaviour of your customers so that they actually enjoy receiving information form you, unlike ‘spammers’ Email SMS Email Web CallPermission Sale
  • 19. © salesXchange Ltd, 2016 19 MARKETING AUTOMATION SEQUENCE - EXAMPLE Building a database of automation ‘tracks’ It may seem complex, but the reality is that this approach simplifies operations to enable you to actively manage the platform and your sales approach. This illustration shows how a vehicle insurance company can structure the flow of information to a prospect
  • 20. © salesXchange Ltd, 2016 20 MULTIPLE SEQUENCED ENGAGEMENT - EXAMPLE It’s not wham, bam, thank you ma’am, you have to carefully consider every touch point, win or lose you still keep in contact Won Business #1 Thank You #2 Reminder of Benefits #3 Lost Key Cover #4 Excess Protect #5 Guaranteed Hire Car #6 New Product!!! #7 Renewal Sequence Timing 0+1 Hour +24 Hours +1 Month + 3 Months +6 Months +9 Months +11 Months Lost Business #1 Congratulations on new car #2 Accident Aftercare #3 Accident Aftercare - 2 #4 It’s been three months #5 It’s six months, how’s it going #6 Wow! It’s been nine months #7 Let us insure you + 12 MonthsNew spin on 2nd year communications New products New landing page experiences New content about insurance What did we do wrong, how can we improve our insurance or our business? Complete our survey! Minimum of No.20 communications per contact
  • 21. © salesXchange Ltd, 2016 21 MARKETO REPORTING The key to successful implementation is knowing what is achievable from the software and knowing what to look for in the available reports… Evaluate the impact of marketing View which activity delivers the best performance Analyse MQL* passed to Call Centre Analyse cost per campaign Clear visibility of drip & engagement campaigns Social dashboard to monitor presence Visual automation flow analysis Asses response to individual campaigns * Marketing Qualified Lead
  • 22. © salesXchange Ltd, 2016 22 WHAT TO CHOOSE? Mailchimp or Marketo or whatever? The decision to automate ranges from your finances to your future, your deal sizes to your data. There are various reasons to go down this route and all of them good. But it will ultimately be determined based upon how you view the future of your business. I would recommend that you review your business plan, assuming you have one and if not, now is probably a good time to start. Businesses constantly peak and trough simply because they cannot moderate their marketing activities. As soon as they get a deal they have to fulfil the order and immediately stop marketing Depending on how long it takes to supply the customer, once it’s done, you then have to start again. This is so damaging to any company and to your health. Concentrate on building your contact lists, make sure you have sign up forms on your site or pop up boxes that can capture prospect names and email addresses. It’s a good place to start.
  • 23. 23© salesXchange Ltd, 2016 + ION to Unbounce Landing Page Platforms 02
  • 24. © salesXchange Ltd, 2016 24 LANDING PAGE PROVIDERS Landing pages present a focused message to a prospect without the common distractions that a website has like menus and rotating banners which are vying for their attention! ION are the foremost pioneers in post-click marketing strategies. They were the first to buck the trend from long copy landing pages to interactive and engaging multi page landing experiences that delivers seriously high conversion rates. Their book, a transposition of sorts from their blog is one of the most intriguing reads around as it charts the change form one set of industry beliefs to another. Unbounce provide a straight forward solution with many integrations and costs from $49 per month, it is not suited to creating mini-sites or multi-page landing page experiences like ION. + www.unbounce.com + www.ioninteractive.com
  • 25. © salesXchange Ltd, 2016 25 LANDING PAGES • Interactive content educates a visitor 93% of the time, compared to only 70% of the time for passive content • Interactive content is 88% effective at differentiating a brand, compared to only 55% for passive content • Interactive content is shared socially more than twice as often as passive content • The strategy used in this example secured a £3m deal within ten weeks of launching the campaign This example anticipates two types of people visiting the page and then naturally segments them.
  • 26. © salesXchange Ltd, 2016 26 INTERACTIVE EXPERIENCES Everyone expects more from suppliers these days… Customers and prospects expect more than a static page or link to a website. They expect their needs to be met – and the more we are able to give them a sense of connection and show a level of desire to serve them with engaging content, the more conversions we will achieve. Perfectly matched Each persona type can have its own interactive landing page experience for every male or female visitor. This structure is exclusive to ION. Think of the five sections below as five possible products you might discuss with a prospect.
  • 27. © salesXchange Ltd, 2017 27 LANDING PAGE SOFTWARE OR MULTIPLE WEBSITES Scalability + It would take too long to build and manage a website for each product + A/B/n Testing would be OK for one site but multiple sites would be unmanageable Landing Pages + Single or multiple page landing page experiences + Testing platform for new ideas and products CMS + Content Management Systems enable you to clone and copy information and content + One platform to manage and organise all sites, with a single login Interactive Content + Centralised resource for selling and training depending on your products + Blending landing page and conversion optimisation techniques to achieve the highest ROI It can be tempting to simply build a number of branded websites instead of using specific software, however there are a number of good reason not to…
  • 28. 28© salesXchange Ltd, 2016 + Return on Investment 02
  • 29. © salesXchange Ltd, 2016 29 MARKETING AUTOMATION The figures below are based upon comparing typical existing exposure levels, excluding landing pages! 22% Increase in qualified leads 21% More leads convert to opportunities Grow number of opportunities 15% Reduction in customer acquisition cost 17% Increase in win rate 12% Increase in deal size 7% shorter sales cycle Improve Sales ProductivityOptimize ROI
  • 30. © salesXchange Ltd, 2016 30 INTERACTIVE LANDING PAGES & CONTENT Genworth increased their digitally driven revenue by 350% iContact generated 3x more leads from 700 digital experiences. Iron Mountain attributed a 219% increase in sales to ION. Dell increased sales opportunities by 10x Plymouth Rock credits ION with 179x speed to market, 300% increase in quotes and a 30% reduction is cost per quote. 73% of ION customers double their conversion rates. 90% of ION customers report positive return on their investment Genworth Financial Insurance Iron Mountain Plymouth Rock 350%219% 300%It’s difficult to quantify, but it’ll be fun increasing your ROI…
  • 31. © salesXchange Ltd, 2016 31 A/B TESTING EVERYTHING YOU DO… Marketing Automation Emails – For every email campaign you create, you’ll set up an A/B competitor email, use both and see which has the highest conversion, keep the winner and repeat the process: – Layout – Images – Copy “If you do what you’ve always done, you’ll get what you’ve always got…” Landing Pages – Every landing page will have an A/B competitor. As the data and analysis metrics improve, the changes will be incremental and less overt*: – Colour of buttons – Shape of buttons – Large or small text *Multivariate testing
  • 32. © salesXchange Ltd, 2016 32 CONVERSION RATE OPTIMISATION - CRO Everything you do you must test and ensure you are achieving the highest conversion rates If you’re in business, you’re in selling. Everyone has heard of sales or selling techniques, well, the same applies to marketing and it’s all digital. If you’re not planning to improve your conversion rates then you have pretty much given up! CRO is about acknowledging that we’re not psychic and can’t possibly decide on one thing and keep it the same for the duration of our business careers. We all have to keep testing and testing again, even if it means ditching something we have become used to having around, like a script, brochure or web copy. Applying an attitude of constructive improvement through testing, you will gradually increase online and offline sales. For almost every page on your website you must have a corresponding ‘challenger’ page. The most popular called A/B Testing (shown on the next page) and displays two options A or B. The second option is called multivariate testing or MVT where incremental changes are made: • Text size • Text colour • Button colour • Button shape • Available images You also need to use Google Analytics for: • Visits • Bounce Rates • Depth of visit • Tag Information • Exit Pages • Goals etc Resources + Google – Webmasters Tools + Google – Analytics + Optimizely – A/B Testing + Conversion Rate Experts
  • 33. © salesXchange Ltd, 2016 33 CONVERSION APPS Here are some conversion apps, because you have to do more than just install some software to succeed. Zendesk This Help Desk and FAQ applications enables customers to seamlessly engage online with CSRs, no matter where they’re based. £54.00 or £99.00 per month/agent Qualaroo Provides a small pop-up in the bottom right-hand corner that offers to either help the browser or simply checks to see if the information is relevant and informative. $199.00 per month Crazy Egg Will tell us what buttons or links people are clicking on and how far down the page they are scrolling so we know which messages they don’t see! $99.00 per month + www.qualaroo.com + www.crazyegg.com + www.zendesk.com
  • 34. 34© salesXchange Ltd, 2016 Powerful Presenting + Presenting starts with the first visit + Understanding the formats + Presentation Development 03
  • 35. © salesXchange Ltd, 2016 35 PRESENTING STARTS WITH THE FIRST VISIT No one seems to like presenting or public speaking, but you don’t get a second chance at a first impression! As soon as you walk through their door, you’re on show, from your clothes, shoes, hair and most definitely your tech! Back in the 80s & 90s there were no tablets and laptops were a novelty so presenting was done manually! Flip Charts and Sight-Sellers were used. Now we have everything you can imagine, from smartphones to projectors to 10ft wide 5K HD Displays. But which is the best format to use and when. Here’s our suggestions; and it depends on what you’re doing and to whom. So let’s start form the top. There are a number of “documents” you need to have before you attend a meeting which are as follows: Sight-seller Used during the 1st Meeting A display or illustration of all your products and services. Included are testimonials, case studies about what you have done for other people and perhaps some pricing. Presentation You’re invited back to a 2nd Meeting where you will present what you’re going to do for them. This is similar to the Sight Seller but it has been created to reflect exactly what you’re going to do for your customer. Note: These are sparsely worded. YOU are the star of the presentation and you’re going to make the customer feel like the hero. You’re doing the talking so you don’t need may words on the screen or slide. SlideDoc Notes It is common to be asked for and to provide a copy of the presentation, but let’s face it, they’re your slides to support what you’ve been saying and the notes never look particularly good. So you create a slide document for the notes, like this document. It enables you to deliver a whole new presentation, establishes your authority because you’re helping them better understand what you’re trying to achieve. Find out during the first meeting if they use a tablet or not as this determines your format…
  • 36. © salesXchange Ltd, 2016 36 UNDERSTANDING THE FORMATS We all put in the effort but it depends on how much the deal worth? Sight Seller Depending on your technology of choice, make sure that your “Sight Seller” content looks great on your machine. If you’re using a Tablet prepare your Sight Seller slides in the 4:3 format. For a Laptop, prepare them using a 16:9 format. Remember the “five Ps” Perfect Preparation Prevents Poor Performance! The Presentation Find out in advance which format your customer has if your using their equipment, i.e. a wide screen display or a projector. And if it’s a projector, make sure you know how to change it from 4:3 to 16:9 depending on how you’re set up. Slide Doc Notes When it comes to content, find out how your customer likes to “consume” information. If they have a tablet, make sure its in 4:3, otherwise use 16:9 if they normally read on a laptop. Don’t forget, some people prefer to print notes out on to paper, so don’t use coloured backgrounds on every slide.
  • 37. © salesXchange Ltd, 2016 37 FORMATTING YOUR SLIDE DOC The formatting for this document can be accessed by clicking on the button above “New Slide” or click View >> Slide Master. Take some time to look at the different formats that have been used in this Slide Doc. Depending on which version of PowerPoint you use the location of the ‘Colours’ may be different. It helps to create your “long form” presentation as a Slide Doc to use as notes before you prepare your slides for the presentation
  • 38. © salesXchange Ltd, 2016 38 EDITING COLOURS ON THIS SLIDE DOC Click on “Design” then on the button marked Colours. From the Drop Down Menu, right-click on salesXchange and change the Accent Colours You may need find out the RGB colours to ensure that you maintain consistency. Take a look through this document to determine how the current selection fits in with your colour scheme. Once you’ve made your changes, save the SlideDoc with a different name and your ready to start your own. Identify your company colours and edit the “Theme” colours to give your presentation a really professional look & feel…
  • 39. © salesXchange Ltd, 2016 39 SETTING UP GRIDS IN USE Publications have structure. • On the left, we overlaid a grid over the structure of a magazine spread. • This grid is constructed so you can insert text and place images anywhere within the grid, and it looks tidy. • Each page in the article has images and text that fall neatly into this structural system and naturally look organized. • Like publications, slidedocs also need to have a grid. Granted, the grid for this magazine article was developed by a professional designer and is more complex than you’ll need for a slidedoc. This shows you are taking you customers seriously!
  • 40. © salesXchange Ltd, 2016 40 GRIDS CREATE CONSISTENT ORGANISATION It also helps train the “eye” of the reader so they know what to expect. Original content Identify grid Clean and organized resultContent flowed into grid
  • 41. © salesXchange Ltd, 2016 41 PROJECTED OR DISPLAYED PRESENTING Do not fill each slide with text and then read the text. Your audience can read !!! Another common mistake is to fill your slides with all the things you want to say and then give them a copy of the slides as “notes” and think that you’ve nailed it. When you’re presenting, you’re the actor, attempting to make the audience feel like the hero. Don’t blow it… Carefully plan each stage and practice, practice, practice. Steve Jobs keynote speeches are the most watched presentations online, eclipsing other keynotes by 30x. Steve Jobs made presenting look like “second-nature” to onlookers, but not many people know that he practiced for months, going over every minute detail time and time again. You’re up! It’s your turn to blow them away and astound your audience of one or one hundred…
  • 42. © salesXchange Ltd, 2016 42 PRESENTATION DEVELOPMENT To maximise the opportunities available to you it is essential that your presentation strategy is also reviewed Nancy Duarte’s books are a constant source of inspiration for me and believe these two books are essential reading for any business that needs to present. So that’s everyone! + www.duarte.com
  • 43. 43© salesXchange Ltd, 2016 Life Long Learning + Read Up or Pay Up! + Digital Starting Point + Recommended Digital Resources 04
  • 44. © salesXchange Ltd, 2016 44 MAKE A DECISION – READ UP OR PAY UP! For Dummies! Consulting, Coaching, Branding, Marketing & Training. Planning, Consulting, Conversion, Testing, Optimisation, Layouts, Management. Either you choose to study and “learn the ropes” or you pay someone to do it for you, there’s no middle ground. Copywriting, Persuasion, Digital Body Language, Selling, Creating Presence. Networking, Finances, Presenting & Speaking, Time Management Analytics, Landing Pages, Marketing, Change, Active Marketing, Persona Awareness. Layouts, Design, Branding, Logos, Letterheads, Web Ideas and Communications.
  • 45. © salesXchange Ltd, 2016 45 DIGITAL STARTING POINT To compete in today’s economy you must be proficient in producing high quality content You have no choice but to become a purveyor of high quality content. Everything you say is scrutinised, firstly by Google and then by a reader who may or may not engage with you. Your purpose is to attract and retain new customers at a rate that enables you to sustain an income. Failure to do this will result in poor cashflow and ultimately the cessation of your business. Master the technology and content and you will master your business. CMS Websites The first place to start is ensuring you have a CMS website platform that enables you to add content whenever it suits you and for you to be able to upload good quality images and not the run-of-the-mill stock photos. I mentioned earlier, you don’t get a second chance at a first impression and this is where it all starts (and in some cases finishes!). Joomla!, Wordpress, Magneto and Drupal are all popular CMS platforms that allow templates to be easily added to change the look and feel of the site. Because of their popularity, they have become easy to use and maintain. + www.wordpress.org + www.joomla.org
  • 46. © salesXchange Ltd, 2016 46 RECOMMENDED DIGITAL RESOURCES A list of the tools and software we have used: Marketing Tools • Adobe InDesign & Quark – Document Publishing • AddThis – Content Sharing • Mailchimp – Email & Automation • Microsoft Excel, Word, PowerPoint, Visio • Net Results & Marketo Marketing Automation • Salesforce CRM • Unbounce & ION Interactive Landing Page SaaS • Zendesk – FAQs & Support Desk Web Software & Tools • Adobe Acrobat, Dreamweaver, Illustrator, Photoshop • Crazy Egg - Heat Maps • Filezilla FTP • Google Analytics • Google Web Optimiser A/B Testing • Hootsuite & Social Oomph – Management & Automation • Joomla CMS • Qualaroo – Pop Up Engagement • Sidekick - Email Notification • Sumo Me & Wisepops – Popups & Apps • Vimeo & Wistia - Video Books are great to help guide you down a chosen path, but getting to grips to the tools that help make you look good is essential
  • 47. 47© salesXchange Ltd, 2016 Next Steps… + Buy ‘Integrate - The Essential Business Technology Handbook’ from Amazon + Book your place in a salesXchange Marketing Syndicate Group + Sign up to our newsletters on www.salesXchange.co.uk
  • 48. © salesXchange Ltd, 2017 48 DOWNLOAD FREE RESOURCES Marketing Check List A comprehensive checklist to help you fine tune your business. Book List A list of 120 books that have influenced our development… Before you get going, make sure you download these free resources we’ve prepared for you + Download Here+ Download Here
  • 49. © salesXchange Ltd, 2016 49 EVERYTHING TAKEN CARE OF… Market & Motivate is an online marketing and technology consultancy based in Rickmansworth and run by Nigel Maine. Nigel has nearly thirty years experience working with and running SMEs majoring in sales and marketing. His speciality is marketing automation and blending technology to help develop and increase a return on investment. Nigel recently published a new book which is available on Amazon Kindle. We provide “hands-on” consultancy helping companies to realise the ROI + www.salesXchange.co.uk + www.amazon.co.uk
  • 50. © salesXchange Ltd, 2016 50 ENGAGE SALESXCHANGE Meet up with us to find out how we can help change your business using our proven methodology and creative awareness…call today 0800 970 98751
  • 51. © salesXchange Ltd, 2016 51 SUMMARY You have an opportunity to radically change the way you communicate and it’s all about digital and automation I hope you have enjoyed this Slide Document and that you can see how this overall format can be easily adapted to fit in with your business and how you present. It always helps to have some fresh eyes on any business and these resources I believe will go some way to changing your approach for the better as the goal is to enable you to generate more income without the typically associated stress! If you would like us to help you in any area of marketing, do get in touch and let’s have a chat. The most important aspect is that there’s a fit between our companies, if there is, it should be plain sailing from there. If you’re starting out, I would really urge you to consider the Digital Profile Bootcamp especially as I have met countless new business owners who have struggled to get their businesses to a successful place simply because they didn’t have the whole digital “thing” clear in their minds. That only leaves for me to say thank you for spending some time with us and I look forward to hearing from you in the near future. All the best Nigel Maine Director
  • 52. 52© salesXchange Ltd, 2016 Thank You…
  • 53. CONTACT US If you want to contact salesXchange: Twitter: @nigelmaine LinkedIn: Nigel Maine salesXchange.co.uk 0800 970 9751 Facebook: salesXchange LinkedIn: salesXchange If you want to contact Nigel: