Prospecting is an everyday occurrence for the small business. Existing clients, new prospects, people you meet on the street – no matter where you are you are always selling. Here are three ways MioWorks.com can help you with your prospecting…
Call downs with SmartGroups
Call downs are the workhorse of prospecting. You get a list and you start dialing for dollars. MioWorks can help you organize this process by using SmartGroups. SmartGroups allow you to use search terms or tag to create a dynamic group. At MioWorks we tag contacts with a keyword like July07Calls. We then create a SmartGroup based upon that keyword. As the team calls through the SmartGroup they simply remove the tag from the contact. The end result is that all of us can work on a single list and never have to worry about doubling efforts or calling the same person twice.
Follow up using tasks
A second prospecting method is to use the task feature of MioWorks. You can apply a task individually to a single contact or a group of contacts. MioWorks makes it simple to apply a followup task to SmartGroups, contact lists and multiple hand selected contacts. By adding an individual task you’ll have a record of the task as well as the completion date. Use this method if you want more accountability and audit-ability on your prospecting.
Initiate a conversation with existing customers
Unique to MioWorks is the ability to initiate a conversation with your existing customers. This is a terrific form of prospecting that can be done with tact so that clients don’t feel like they are being marketed to. Now this option is only available if you are using MioWorks and have activated customer portals for your clients. If you have done this already then great…here is what you do. For each client that you want to electronically prospect, create a new issue of the type “Question”. Then ask the contact a question that can lead to a follow up phone call or meeting. It’s that simple. MioWorks will automatically notify the contact that there is a new message waiting for them. When the person logs into your MioWorks.com customer portal they will be able to participate in a 2 way conversation about the question you asked. It’s a great way to build rapport and improve your prospecting without being spammy.
