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Using UCC Data to Identify Hot Prospects

Using UCC Data to Identify Hot Prospects - c.ymcdn.com · PDF fileUCC-1 marketing intelligence -!Unmatched access to the detailed purchasing history of equipment buyers ... Using UCC

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Using UCC Data to Identify Hot Prospects

Using UCC Data to Identify Hot Prospects

Using UCC Data to Identify Hot Prospects

Equipment Sales and Marketing: The New Rules

Who is EDA

What’s a UCC?

Prospecting with UCCs

Prospecting with UCCs 2.0

Equipment Sales and Marketing: The New Rules

Equipment Sales and Marketing: The New Rules

Equipment Sales and Marketing: The New Rules

Problem 1: Buyers have become desensitized to marketing

Equipment Sales and Marketing: The New Rules

OOnnee--ttoo--mmaannyy !!

mmaarrkkeettiinngg nnoo !!

lloonnggeerr wwoorrkkss!!!!

Equipment Sales and Marketing: The New Rules

Buyers are looking for…

and expect…

one-to-one conversations.!

Equipment Sales and Marketing: The New Rules

SSeenndd tthhee rriigghhtt mmeessssaaggee,, !!ttoo tthhee rriigghhtt aauuddiieennccee,, !!aatt tthhee rriigghhtt ttiimmee..!!

Timeliness and Segmentation

Equipment Sales and Marketing: The New Rules

Problem 2: Consumer confidence is shaken

Equipment Sales and Marketing: The New Rules

Focus on active buyers

BBuuyyiinngg aaccttiivviittyy == ppoossiittiivvee

ccaasshh ffllooww == ggrroowwtthh!!

Equipment Sales and Marketing: The New Rules

Problem 3: Without new leads, sales reps will continue to

call the same prospects

CCooww ppaatthh..!!

Who is EDA?

Who is

Who is EDA?

•!Equipment Data Associates, est. 1988 -! Headquartered in Charlotte,

NC with 55 employees

•!Nation s premiere provider of UCC-1 marketing intelligence -! Unmatched access to the

detailed purchasing history of equipment buyers

•! Track financing activity in eleven industries including: -! Agriculture, Construction, Copiers,

Lift Trucks, Logging, Machine Tools, Printing, Trucking, and Woodworking

Who is EDA?

Who is EDA?

What’s a UCC

What’s a UCC? "!#$$!%&!'()*!)!+,-.,/!0&,&!*1!2,/3,4*!)!+%,-!1-!)!2%,4,!13!41++)*,/)+5!6(,!7+%-8!-197,&!1*(,/!+,-.,/&:!.,)+,/&!)-.!1*(,/!%-*,/,&*,.!2)/9,&!*()*!*(,/,!%&!)!&,40/%*;!%-*,/,&*!%-!)!2%,4,!13!41++)*,/)+5!

What’s a UCC

When is a UCC filed? "!7+%-8!*)<,&!2+)4,!'(,-!*(,!7-)-4%-8!)8/,,=,-*!%&!41=2+,*,.!'%*(!*(,!.,>*1/5!?*!%&!*(,!+,-.,/@&!/,&21-&%>%+%*;!*1!7+,!2/1=2*+;!*1!&,40/,!*(,!41++)*,/)+5!

What’s a UCC

How is a UCC filed? 6(,!+,-.,/!0&,&!)!31/=!4)++,.!)!#$$AB!%-.%4)9-8!)-!1/%8%-)+!)8/,,=,-*!%&!41=2+,*,.!)-.!7+,.!'%*(!*(,!C,4/,*)/;!13!C*)*,!%-!'(%4(!*(,!.,>*1/!/,&%.,&5!

What’s a UCC

What’s a UCC

What’s a UCC

What’s a UCC

What’s a UCC

Prospecting with UCCs

Prospecting with UCCs

Prospecting with UCCs

LLooookk ffoorr tthhee UUCCCC

rreesseeaarrcchh oorr sseeaarrcchh

lliinnkk oonn tthhee SSOOSS ssiittee!!

Prospecting with UCCs

SSeeaarrcchh ffoorr ccoommppaannyy!!

oorr iinnddiivviidduuaall nnaammee!!

Prospecting with UCCs

Prospecting with UCCs

CClliicckk ffiillee nnuummbbeerr ttoo vviieeww rreeccoorrdd!!

Prospecting with UCCs

CClliicckk ffiillee nnuummbbeerr

aaggaaiinn ttoo vviieeww aaccttuuaall UUCCCC--11 ffiilliinngg!!

CClliicckk ffiillee nnuummbbeerr

aaggaaiinn ttoo vviieeww aaccttuuaall UUCCCC--11 ffiilliinngg!!

Prospecting with UCCs

Prospecting with UCCs 2.0

Prospecting with UCCs 2.0

Prospecting with UCCs 2.0

SSppeecciiffiieess UUCCCCss ffiilleedd

iinn tthhee ffiirrsstt qquuaarrtteerr!!

ooff 22000088 oonnllyy!!

LLooookkiinngg ffoorr eeqquuiippmmeenntt

iinn CChhaarrlloottttee,, NNCC!!

Prospecting with UCCs 2.0

TThhiiss qquueerryy rreettuurrnnss

229922 ppiieecceess ooff eeqquuiippmmeenntt ffiinnaanncceedd

bbyy 6666 uunniiqquuee bbuuyyeerrss!!

Prospecting with UCCs 2.0

EExxppoorrtt qquueerryy rreessuullttss iinn aannyy ooff

sseevveerraall rreeppoorrtt

ooppttiioonnss!!

Prospecting with UCCs 2.0

HHeerree’’ss tthhee eeqquuiippmmeenntt wwee

ffoouunndd oonn tthhee NNCC SSooSS

ssiittee,, pplluuss lloottss mmoorree!!!!

Prospecting with UCCs 2.0

AAllssoo eexxppoorrtt aa ddeedduuppeedd mmaaiilliinngg lliisstt

sspprreeaaddsshheeeett!!

Prospecting with UCCs 2.0

HHeerree’’ss tthhee bbuuyyeerr

wwee ffoouunndd oonn tthhee oorriiggiinnaall SSooSS

sseeaarrcchh!!

Prospecting with UCCs 2.0

pplluuss……!!

Prospecting with UCCs 2.0

aa wwhhoollee lloott mmoorree!!!!

Prospecting with UCCs 2.0

UUssee tthhiiss lliisstt ttoo::!!

11.. SSeenndd ttoo TTeelleemmaarrkkeettiinngg ttoo

sscchheedduullee aappppooiinnttmmeennttss!!

Prospecting with UCCs 2.0

UUssee tthhiiss lliisstt ttoo::!!

22.. SSeenndd ttaarrggeetteedd,,

rreelleevvaanntt ddiirreecctt mmaaiill

bbaasseedd oonn aaggee aanndd

ttyyppee ooff eeqquuiippmmeenntt ffiinnaanncceedd!!

Prospecting with UCCs 2.0

UUssee tthhiiss lliisstt ttoo::!!

33.. AAnndd,, pprroovviiddee ttoo ssaalleess rreeppss aass aa

ffooccuusseedd pprroossppeeccttiinngg lliisstt!!

Using UCC Data to Identify Hot Prospects

1.! The days of batch-and-blast marketing are gone; buyers are looking for timely, relevant messaging

2.! UCCs offer copier dealers a way to focus their prospecting efforts through segmentation by age and type of equipment

3.! Every Secretary of State’s office offers searching, albeit limited, for UCC filings

4.! EDA’s online database of UCC records enables searching via 24 filters to produce highly targeted prospecting lists

Take-aways

Using UCC Data to Identify Hot Prospects

Take-aways

TThhaannkkss ffoorr yyoouurr ttiimmee!!!!