Empower Your Business with an Open Source Sales Funnel in Canada

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hello in this video we'll be looking at how an organization can manage their sales funnel using open-source software well mostly we'll have one piece that isn't first what's a sales funnel it's the process by which a person or organization becomes an ongoing client at the top of the funnel are people who have been exposed to your message to your organization depending on the nomenclature you use you can call these either prospects or targets how are these people exposed to your message well these days it's usually through social media such as Facebook or Twitter or YouTube or Pinterest or LinkedIn whatever or by your content marketing strategy of creating helpful informative pieces for your audience and publish them publishing them on your own platform such as WordPress blogger or jumla which is the platform we'll be using as an example how you create this content and publish it to these different channels is a topic in itself we may do a video on this later if there is sufficient interest otherwise there are large number of resources on the internet on this topic some more useful than others the distinctive about prospects is that they haven't interacted with you in any meaningful way yet what we want to look at in this video is the mechanics of getting these prospects to take the next step the next step is for the prospects to give you some of their contact information this is usually done in exchange for something useful in our example we will'll use the incentive of a well-written white paper in the rest of this example don't get hung up on the reward being a white paper it could be a video recording of a conference a a BMI calculator a long flight paper airplane template a set of recipe cards anything that your prospects would find valuable and that's easily downloaded the prospect will give us their contact information and join our mailing list in exchange for receiving this white paper the tools we'll be using to accomplish this are a com combination of the jumla content management system CMS and the sweet CRM customer relationship management system CRM you can think of the CRM system is your company's Rolodex that tracks people's names companies contact information both of these pieces of software are open source so you can download and use them for free we'll be touching on MailChimp but I haven't listed it here as we'll mainly be using it in the next step of the funnel I have two browsers open to show what the content publisher sees I've got Firefox open to Sweet CRM in sweet CRM we have no leads and in MailChimp we have no members in our mailing list no subscribers for what the prospect sees I have got Safari open to the Publishers website and the prospects Gmail account the website is just the default demo jumla content with a couple of new items added Imagine This to be your organization's website in this demonstration we're not focusing on the images or the copy we're focusing on the mechanics and the software that makes the conversion from Prospect to lead happen notice that in our CRM system we may not have the prospect's name in fact most of the time we don't have any personal information on who's looking at our blog post or who's seen our social media in our content marketing we direct the prospect to sign up for a white paper we're featuring there is some copy at the top that describes the process and what the prospect will be receiving the heart of this page is a form that the prospect fills out to get the ball rolling here we're asking for their first and last names their company name their work phone number and their email address all these fields are required there's ATT tension here we may want more information than this from the prospect but the more information we ask in other words the more Fields they have to fill out on this form the fewer responses we'll get you'll need to experiment and find out what balance works best for you and your organization so the prospect fills out the form as follows there they are they submit it and now what happens they see a thank you page that tells them to expect an email now we've given it a bit and we see the prospect now has a confirmation email in their inbox the text says to click the link to confirm the subscription and be taken to the white paper download the prospect clicks and there is the download they download the white paper and our commitment to the prospect has been fulfilled now back from the publisher side we go back to Sweet CRM and we see that there is one lead with the information that was supplied by the user we can also see in our MailChimp dashboard that we have one new subscriber to the mailing list we'll be using this in a later step of the sales funnel in the videos that follow we'll look at the Synergy between the Juma CMS and sweet CRM in the later stages of the pipeline if you'd like a transcript of this video and notifications about future videos please go to openface systems.com and sign up for our notifications thank you for your time