Empower your finance team with an easy-to-use solution for managing a sales funnel for Finance

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Hi, this is Wally for Real Business Matters presenting our latest in our series of TGIM videos So today in the video I want to talk to you about the importance of sales and more importantly the importance of managing your leads and your potential customers Now one of the challenges that we all have in business is selling and one of the challenges that we all have is where do we get new customers from and I think it's really important that Once we do generate new customers Or we do generate new opportunities that we have a really good process of managing those opportunities From first contact right through to sale Now, I think the first thing that we have to understand in small businesses is that each inquiry whether it's Coming through the phone or whether it's coming through the website or whether it's a contact that we've made each inquiry is a potential sale and it's really really important that we begin treating those opportunities very seriously from that point and So having a system where we've document those potential opportunities those potential leads is very very important How did we get the opportunity? When did it come in? What commitment was made to get back to that potential new customer and what exactly did they need? Understanding what a new customer or a new client needs Well, that's really the first step in being able to address their needs appropriately. I think the next thing is putting together a proposal that will put it together an offer that's consistent with what they want Now, customers, and this is a first impression the customer will get of your business. And so Understanding their needs and being responsive is very very important to give a new customer a really good impression of your business Remember first impressions last and so this is the opportunity that you have to give a customer a first impression. So get back to the customer in the timeframe committed Again, no one wants to be waiting for a response longer than they are expectation or longer than what was committed Get back to them with that response, and lastly it's really paramount to follow up Follow up the the offer Speak to the customer Ask them did I understand what you wanted? Was my proposal consistent with what you expected and and if you're not going with me as a service provider Why have you not gone with me as a service provider? How can I improve my response to your inquiry next time? It's really really important that we begin treating all customers or all potential customers very seriously right from the outset Because that is a really really crucial part of running our business and growing our business The ability to bring new customers in and the ability to manage them appropriately right from the word go Thanks for joining me on this video until next time. Thank you very much