Reach your prospects faster by using texting with your CRM

It is no surprise that technology is at our fingertips 24/7 and texting is the preferred method of communication. Here are a few statistics to blow your mind:

As a salesperson, you do not have much time to attract and keep the attention of your prospect. If you contact them to late, they may have already gone with your competitor. If you don’t provide a quote quickly, they may give into their doubts and change their mind. If you don’t stay in contact with them, you will be quickly forgotten. This is a HUGE challenge, because if they do not check their email regularly or answer their phone because they do not recognize the number, you have an uphill battle to win.

To overcome this challenge, many companies have integrated texting into their sales strategies. We have seen this to be very successful in business to consumer (B2C) sales. Here are three benefits of texting in the sales process:

  • Increase the number of times a prospect is touched automatically to complement phone, email and direct mail campaigns. As it is impractical for the sales team to carry on texting with every prospect and customer, automation frees up your sales team for the most qualified prospects.
  • Increase your closing rate through automated texts. Using a CRM, you can set up automated texts that reach your prospects at certain touchpoints in the sales cycle. The texts can be tailored based on your prospects’ needs to educate them and drive them to your website.
  • Nurture your existing customers through text messaging. There is nothing worse for a customer than feeling forgotten. Texting can prevent this from happening. Based on your clients’ information, you can send automated texts for birthdays, reminders 6 months after their purchase, or new customer appreciation discounts. The ideas for nurturing are endless.

Texting is an awesome way to increase sales. Instead of waiting for email responses and return  phone calls, speed up the sales process with texts and take the pressure off of follow ups while staying in front of key prospects. Combine “High Tech and High Touch” as people still love personal interaction. Pay attention to your prospect and customer and you will know when you to talk to them verses texting.

In this age of instant gratification, many companies use testing to grow their sales leads. Many CRMs integrate with texting platforms that automatically send texts at specific touchpoints to educate and nurture prospects on their buying journey. If your CRM does not offer that functionality or you haven’t started using a CRM, contact us about our CRM which includes texting capabilities.

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TOFU, MOFU, and BOFU Magnets

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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