Free training: Converting contacts into customers

The best kept secret to successfully converting contacts into customers is simple: keep everything simple. The more complicated you make your processes and systems, the greater the chance that you or your team won’t use them. When that happens, opportunities get missed and sales are lost.

Here are my 5 (and a bit) steps for converting Contacts into Customers, quickly and simply.

Managing Your Contacts

Make sure you keep all your Contacts in one place, so you always know where to find a phone number, add a tag or note after a meeting, or set a quick reminder to follow up when they pop up in your daily task list six months later.

All of this should be easy to do, including having a clear timeline so you can quickly see exactly what you’ve spoken to someone about at a glance.

Another great tip for managing your Contacts is to recreate your sales process in visual sales pipelines. This means you can always see exactly how many people are at each stage of your process. You could also create a pipeline for each month of the year, so when someone needs following up, you can drag the Contact into the relevant month. This makes it much easier to give your sales a push when you need to.

popcorn’s CRM has smart tracking tools built in, creating a unique fingerprint for each Contact, beyond simply using an IP address. This means you can track their activity from your emails through to when they return to your website, even up to three months later.