Data.com Connect Presents: Robert Wolfrum & Amanda Stam - Learning the Connect Ropes: B2B Account Mapping & Cracking for Maximum Lifetime Value

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Learning the Connect Ropes: B2B Account Mapping & Cracking for Maximum Lifetime Value

Robert Wolfrum Director, SAP Practice Development @RobertWolfrum www.murflow.net meetup.com/ChicagoDataConnectors [email protected] (312) 731-9100 Amanda Stam Data.com Senior Success Agent [email protected]

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Prospecting Using Connect


Backstory: A CRM Driven World Evolution & Dilemma

•  Rolodex CRM Bucket

•  Protection Against Churn

•  Business Analytics

•  Everything for Everyone

•  Management, marketing, clients ... you?

Solution

•  Put a threshing machine in front of your CRM

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What is it and how can it help?

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A method to; •  Manage Process

•  Isolate Decision Makers

•  Resolve any account •  As well as:

•  A place to put data

•  Distill without deleting

•  Transform data into information

•  Everything you need to win in one place


Simple Tools

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Data.com/connect Shopping with contacts

Microsoft Word Unstructured Big Data

Enrich with LinkedIn Engagement Prerequisite And much more…


Own Accounts – Not Records

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Many resources to obtain account information


Bring Life to Data.com Records

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●  Data.com Merge Template.docx ●  Source: Data.com Download ●  Download Templates:

○  TinyURL.com/murflow


Merge Records A-Z CP Kelko v05.doc

Have an account with 300 contacts? Consider Exporting

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Engage - Take Notes – Promote - Demote

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•  Move the Records

•  Engage

•  Referrals make a Superset

•  Note Role & Relationship

•  The 5 Ws can guide you

•  The Account Story is your Mission


Scribble – Enter Data – RePrint – Stack

Actionable - Visible – Accountable

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Mission Accomplished! CP Kelko v10.doc

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Transform Sterile Data

Integrated Time Management

Versioned - Transparent - Reportable

Career Transforming Repository

Summary – Q&A

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Thank You Thank You

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