Presentation for the Michiana Consultants Round Table held August 17, 2010 by Dick Wooden and Julie Cooper. Focusing on business relationship development changes, social media and small business Contact management (Sage ACT!). Development of a marketing strategy before picking tactics.

1. “ Are you keeping in touch with prospects? Or are you out of touch with the way things work in today’s Internet World? Presented by Dick Wooden & Julie Cooper www.SuccessWithCRM.com

6. Why Talk About Strategy vs. Tactics? Because Marketing Has Fundamentally Changed.

7. Business Relationship Development Cycle

11. What ever customer challenges you face

14. What is ACT and why I need it

15. Your Most Important Appreciating Asset

17. Definition of marketing- “ getting people who have a specific need or problem to know, like and trust you”

19. Empowering E-Marketing: Build a Profitable Relationship

23. Marketing Results for a Contact Hot Prospect with reoccurring Interest

24. Access to Amazing Leads and Targeted Business Intelligence - here Smart Tasks to automate call scheduling and follow up.

25. Social Media: Up close & Personal

26. Decision Dashboards Track key information with new dashboards that give you at-a-glance snapshots of your customers, opportunities, and users.

27. Dashboard- Opportunity Pipeline

28. Dashboard- Closed Sales

32. Wrap-Up / Questions