Look Like A Champ With MS Office 2016 (Part 3)

This is the third part of the benefits of MS Office 2016.

Power BI – This is Microsoft’s cloud-based “business intelligence” technology. Power BI helps you, as a business owner, access and analyze data in user-friendly formats such as dashboards, reports, and datasets. You can also scrutinize every little detail about your business’ operation and efficiency, which is integral to your success.

Delve – In simple terms, Delve is as a “central location that gives you access to everything you have created, shared, or collaborated on using Office 2016.” It helps you discover information that’s likely to be most interesting to you right now, e.g., most recently worked on list. You don’t have to remember a document’s title or where it’s stored, and can access it from any device no matter where you are.

Purchase Choices – Long gone are the days of buying a box of CDs at the store. Today subscriptions are the norm, but there still are other choices. The best value is an Office 365 subscription, which includes Office 2016 plus all the cloud services. And for business owners, there is Office 365 for Business, which offers several choices.

If you would like to know more, please contact us.

When you stack magnets, their power is exponential.

Stacking Magnets

Think about your best clients and what actions they took when first buying from you. Build magnets based on these actions. Here are examples of how to stack magnets:

Fractional CFO Service Company

TOFU – Cash-Flow Forecast Template for Founders.
MOFU – 3-part email class on “Scaling from 500K to 5M using videos.
BOFU – Free 30-minute “Financial Check” with a 90-day pilot option.

. Residential HVAC / Plumbing Contractor

TOFU – Seasonal Maintenance Checklist to Avoid Breakdowns
MOFU – Educational videos on “What To Check Before Calling For Help.
BOFU – Free home system inspection plus a discount on annual plans.

Specialty Retailer or E-Commerce Shop

TOFU – “Find Your Perfect Product Style” quiz with personalized recommendations and a small first-order discount.
MOFU – How-To Guides, Lookbooks, and Comparisons

BOFU – Limited-time starter kit, cart-abandonment coupons, and free shipping.

This “magnet stack” approach—clear value at each stage, linked to your core offer—will pull the right prospects from curiosity to commitment.

Getting it Done

Apex Advisory Group, a professional services firm, had four sales reps plus the owner selling and servicing clients, but deals were inconsistent and follow-up was ad-hoc.

Apex engaged CCC, www.cccsolutions.com, to help build their sustainable sales pipeline. The team focused on the ideal client’s journey, selected magnets, and created a sales process to manage prospects. The magnets were:

TOFU – Risk and Readiness Checklist.

MOFU – Quarterly Webinars and Case Studies

BOFU – Business Circle Invitation

CCC set up X2CRM to segment, track, and reach prospects and remind salespeople to follow up. At every stage, the CRM captured new information and responded based on specific prospect actions.

Apex Today

Apex now has a repeatable sales engine: Their magnets consistently attract new prospects, X2CRM nurtures and scores them, and the sales team focuses its energy on the best opportunities.

With CCC Solutions guiding strategy and configuration, Apex built a sustainable, measurable pipeline that increased sales while reducing the chaos of manual follow-up.

FREE ebook:
Build More Revenue with Less Follow Up Fatigue

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