CRM Utilization:
Deal Tracking: Move Mark’s lead SMS Gateway Finland status to “Closed – Won” and initiate the onboarding process within the CRM.
Agreement Management: Send the agreement for electronic signature through the CRM.
Project Management: Set up tasks and timelines for the SEO project in the CRM, assigning roles to team members and tracking progress.
Stage 6: Post-Sale Follow-Up
Objective: Ensure client satisfaction and lay the groundwork for a long-term relationship and potential referrals.
Conversation:
Jane: “Hi Mark, it’s been a month since we started the SEO campaign. I wanted to check in and see how things are going. Have you noticed any changes in your website traffic or sales?”
Mark: “Yes, actually, we’re seeing more visitors to our website and even some new sales coming through organic search!”
Jane: “That’s wonderful to hear! We’ll continue to optimize and monitor your site to ensure steady growth. Please feel free to reach out if you have any questions or need any additional support.”
CRM Utilization:
Client Satisfaction Surveys: Send a satisfaction survey through the CRM to gather feedback and identify areas for improvement.
Referral Program: Track referrals in the CRM and offer incentives for clients who refer new business.
Ongoing Communication: Schedule regular check-ins and updates to maintain a strong relationship.
Example 3: SEO Sales Role Play Scenario – Selling SEO Services to a Tech Startup
Scenario Overview
Participants:
Sales Representative (Emma): An experienced SEO sales professional.
Tech Startup CEO (David): CEO of a new tech startup looking to increase online visibility and attract potential investors and customers.
Objective: Emma aims to convince David of the benefits of investing in SEO services to enhance his startup’s online presence and drive traffic to their website. The role play emphasizes understanding the client’s unique needs, explaining the strategic value of SEO, and leveraging CRM to manage the sales process effectively.
