3 Ways To Personalize Your Sales Process

Most conversations about online sales and marketing revolve around the seller. How do we best present ourselves, our product, and our pitch?

Yet, the best salespeople aren’t thinking about themselves at all.

The best online salespeople are thinking about how to make a potential customer feel more like a person.

According to Monetate.com, “40% of consumers buy more from retailers who personalize the shopping experience.” This means that 40% of your potential customers spend their money with those who treat them like a person instead of just another faceless customer.

With that in mind, here are 3 painless ways to personalize your sales process for your customers that any company can execute. As you’ll quickly see, the key is to find small ways to improve every stage of your prospect’s experience, from the first point of contact to the last.

1. Take Your Sales Tracking To the Next Level

By tracking your prospect’s activity with Populr, you can easily see if they’ve opened the materials you emailed them and how long they’ve spent reading it. You’ll know if they read your emails and pages and if they downloaded any attached files. A tool like this makes your followup far more intelligent because you can tailor your responses based on where they are in your sales process.

Populr Overview

For example, you can easily track whether or not your prospect opened, viewed and download your proposal after a few days. If they haven’t opened it, you can send  them a quick reminder to review your proposal. If they did check it out, you can see exactly what they looked at on Populr Analytics and for how long. That way you know what they’re interested in and how to tailor your follow up email or call.

You’ll notice in the example of Populr’s analytics below, you can scroll over each email on the left and see the individual analytics for each person that visited the page. You can also see where they clicked how and much time they spent.

Populr Email analytics

2. Don’t Rely on the Contract to do the Selling

Prospects want to have a tangible picture in their mind of what they can expect from you.  Instead of including a list of deliverables in a proposal or contract, give them a peek of what’s on the other side.  Show them the deliverables they can expect as soon as they sign the contract. You can give them a standardized template that walks them through the first month of working together.

This positions you as a partner instead of a vendor, and it’ll also show your prospects that you are always a step ahead.

Here’s a simple, web-based onboarding template from Populr that you can easily personalize and share with new prospects.

Populr onboarding

3. Surprise and Delight

One way to improve your customers’ experience and create advocates  is something you can start doing right now.  And it doesn’t cost a penny.  Find small ways to go those extra couple feet, not even the extra mile. Even a small, meaningful interaction with the client can make all the difference. Or as Napolean Hill says it, “people buy personalities and ideas much more quickly than they buy merchandise.”

Here are a few examples:

Add a little personality to your emails. Check out this email below from Nuts.com. Notice all of the places they squeezed in their personality in what would have been a boring product delivery confirmation email.

Populr personality email

Give small and unexpected gifts to clients. You don’t have to be Zappos to empower your salespeople to make someone’s day. Something small like a $5 gift card to Starbucks (below) or an unexpected discount can turn a one-time buyer into a life-long customer and advocate.

Populr thank you page

Your documents and processes shouldn’t remove you from your prospects, they should free up time so you can focus on serving your prospects. If you’re looking to create deeper connections with your prospects, start with these three simple steps in your sales process. Then watch how they can spread throughout the entire lifecycle of the client.

Read More

11 Free Templates To Make Your Work Faster and Easier

What are we really talking about when we talk about templates?

Processes? Leverage?

When we talk about templates, we’re really talking about ways we can make our business more efficient so we can scale and grow. We’re talking about spending less time on the repetitive tasks to enable us to focus on what matters.

Creating the right templates in your business will help your team to be more efficient and reduce the number of mistakes made throughout your entire organization.

Here’s three quick reasons templates accomplish that:

Keep priorities.

When working with a template, you can spend your creative energy and critical thinking on what needs to be done next, rather than the arbitrary craft of design and layout.

Scale quickly.

Once a template is created or copied, you and your team can repurpose it quickly to reach various audiences.

Increase professionalism.

Just as letterhead brands a company via snail mail, so does a shared template via the web. Sharing a template with your team will keep your brand consistency throughout the organization. Nothing will shred your credibility faster than inconsistent branding.

That’s why at Populr, our quest to put the power of the web in non-technical business people’s hands is so important.

Here are 11 templates that will help streamline your work. Look through each of the web-based templates below to see which one’s you need. Then, just click the image to start editing one of our free Populr templates and create your own!

1. Proposals

Proposals tend to get complicated quickly. They need to be updated constantly and you can have multiple variations for each of your services. That’s why it’s so important to have one central place for the different types of proposals your company uses to allow your salespeople to create variations of those templates while keeping brand consistency.

 

Populr proposal

 

2. Internal Updates

Internal updates are critical for keeping your team in the know. If you already use a project management tool, internal updates are helpful for creating a quick big picture view while your project management software deals with the weeds.

Populr internal updates

3. Profile pages

A profile page template  is a great way to position yourself if you work in multiple industries. You can create several variations of one template for each industry you work in, giving client specific examples and information in their niche. This is an excellent way to set yourself apart from the competition.

Populr profile page

4. Case Studies

Case study templates are simple outlines that anyone creating a case study knows what information they need to gather from a project. Don’t forget how your prospects read case studies. They never just read one, they are usually read several case studies at a time. Ensuring you have consistent information across each case study can be the difference between getting the contract and looking like an amateur.

Populr case studies

5. Press Kits

The Press Kit Template is especially important for brand consistency. This is a template that can be used over and over again for specific PR campaigns as well as generic press kits that only get updated occasionally. Be prepared to create these on the fly for PR opportunities that come up unexpectedly.

Populr press kit

6. Email Newsletters 

Newsletters are something we are all familiar with and hopefully have a template for. What we love about Populr is that you can send a POP as a newsletter which makes it extremely simple to update segment of your email list and at the same time, update your social networks with the content.

Populr newsletter

 

7. Thank you pages

It’s sad but a genuine thank you is a rarity in a lot of businesses these days. It doesn’t take much to  to express a small amount of gratitude with a customizable page and even something like a Starbucks gift card attached to it. How would you react if someone emailed you this? Use a Thank You Page Template as a follow up to prospect meetings and recognizing your best clients.

Populr thankyou

8. Job Descriptions

This is another template that can quickly get complicated if you don’t have a system to organize your different job descriptions. Your job descriptions can be the first impression to new hires you’re trying to recruit.  They should be organized in a place that makes it easy to customize, update and send them.

Populr job description

9. Events

If your customers don’t know about the events you are putting on, you probably have a bottleneck in your event promotion process. One commonality we’ve seen is that most of the event pages can only be created by graphic designers. That’s why we recommend taking that off their plate using something simple like Populr to create event pages so anyone in your company can do it.

 

Populr marketing event

10. Promotions

Promotional templates can vary across department and activity but one thing is critical. They need to be easily accessible anytime and anywhere for your company and your prospects. Creating templates for your promotions can give clarity to your marketing messages and reduce on necessary back-and-forth approval time.

Populr promotions

11. Onboarding & Next steps

What happens after your client signs a contract?  You may know but they probably don’t. Having a easy step-by-step template you can send them so they know what to expect can turn a new client into a lifelong customer in advocate for your business.

Screen Shot 2014-05-12 at 2.47.52 PM

 

Don’t reinvent the wheel the next time you create a proposal. Spend your time and your colleagues time communicating more effectively and quickly with this set of free templates.

 

 

Incoming search terms:

  • big populrcom
  • example of template on how to close a sale faster
  • ow=onboarding&next
  • template free and faster

Read More

x

Join thousands of others who get new posts by email! Learn how to:

Enter your email and stay on top of things: