SlideShare uma empresa Scribd logo
1 de 29
WARNING:
THIS SESSION MAY
TEACH YOU HOW TO
BE PROFITABLER
or SANER
Who can do your business?
Data
People Tech
=System
2 Paths to Profit
Generating
Revenue
Reducing
Expenses
Data
People Tech
Systems Needed
Way to
Meet
People
Match
Clients to
Products
Create
Products
or Service
Spend
and Get
Paid
Manage
Risk
“CYA”
Manage
People
Marketing
Way to
Meet
People
Sales
Match
Clients to
Products
Operations
Create
Products
or Service
Legal and Compliance
Manage
Risk
“CYA”
Human Resources
Manage
People
Finance
Spend
and Get
Paid
Systems Needed
Way to
Meet
People
Match
Clients to
Products
Create
Products
or Service
Spend
and Get
Paid
Manage
Risk
“CYA”
Manage
People
Marketing Sales Operation
Legal HR Finance
10%
90%
Match Clients to Product
FAIL
%ofSales
PLAN your Tech
Total Cost of Ownership
Contact
Manager
Track Leads
and Prospects
Import from
Quickbooks
Have Custom Apps
Integrate with Quickbooks
$60/yr/user
$300/yr/user
$780/yr/user
Salesforce
Pricing
Levels
$1500/yr/user + $3K
$2700/yr/user + $5K
When do most
people discover this?
After their 90 day trial
is up and their info is
already in there.
Let’s Buy Salesforce!
•We’re a simple company, we don’t need a lot of bells
and whistles.
•There are 3 of us who need to access it + 1 admin.
•Linkedin Integration would be nice and really just a
place to remember when to call prospects.
•And something that connects to the quickbooks so
we don’t have retype all the info when they become
clients.
Easy Peasy, Right?
Total Cost of Ownership
Traditional Data Structure
Call
notes
Call
notes
Docs
Company
Contact
Phone Email
Asst
Web
Highrise “Simple” Structure
Company
“Notes” and
“Docs”
Contact
Contact
Info
When do most
people discover this?
When they need to
get their data OUT.
Usually, quickly.Goes to
Memo
Parse
needed
Go Cheap – Go Highrise!
•We like the idea of having a project management
system and a CRM that’s automatically connected.
•We think “simplicity” and “look and feel” are
important.
•Price is really important to us. Free is great!
•Those 37Signals guys are rad – and funded – they
are on to something.
Easy Peasy, Right?
Danger of Specialties
★ Ask a wordpress developer
how to solve your problem
– guess the answer?
★ Ask a PHP developer how
to solve your problem –
guess the answer?
★ Ask a SAGE ACT
consultant how to solve
your problem – guess the
answer?
Platform v. Code
★ Carpenters use hammers. Developers write
code.
Configuration is Key
Stay in the Stack
“Integration” vs. Import
★ Nothing “integrates” with linkedin – or
mailchimp either
★ If a CSV is involved, it isn’t an integration
Elements to Consider
Complete Pending
Know Data Flow
What are the People Doing?
★Hint: “People” can be
interchanged with “Process”
when your business isn’t
standardized by technology
★“Customer” of each process
★Shit flows downhill
YES, Soloprenuer –
you are a PEOPLE!
When the best
marketing wins,
you lose.
If your graphic designer picked
your business technology,
you’re in trouble.
What are you trying to DO?
★ Everyone saying you need
facebook as a marketing tool
doesn’t make it true.
★ The same goes with
salesforce and quickbooks.
★ For you, each of the six
systems work well if…
★ Get paid on time, have
contracts signed and stored,
manage your SEO
Don’t move too
much cheese
“It must be remembered that there is nothing more
difficult to plan, more doubtful of success, nor more
dangerous to manage than a new system. For the
initiator has the enmity of all who would profit by the
preservation of the old institution and merely lukewarm
defenders in those who gain by the new ones. ”
― Niccolò Machiavelli
Ask Me Questions
Amy Larrimore
CEO and Chief Strategist
www.amylarrimore.com
Managing Partner
www.empirebuilders.com

Mais conteúdo relacionado

Último

MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRLMONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRLSeo
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Serviceritikaroy0888
 
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Lviv Startup Club
 
Event mailer assignment progress report .pdf
Event mailer assignment progress report .pdfEvent mailer assignment progress report .pdf
Event mailer assignment progress report .pdftbatkhuu1
 
Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Roland Driesen
 
Best Basmati Rice Manufacturers in India
Best Basmati Rice Manufacturers in IndiaBest Basmati Rice Manufacturers in India
Best Basmati Rice Manufacturers in IndiaShree Krishna Exports
 
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptxB.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptxpriyanshujha201
 
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...Dipal Arora
 
Monthly Social Media Update April 2024 pptx.pptx
Monthly Social Media Update April 2024 pptx.pptxMonthly Social Media Update April 2024 pptx.pptx
Monthly Social Media Update April 2024 pptx.pptxAndy Lambert
 
Cracking the Cultural Competence Code.pptx
Cracking the Cultural Competence Code.pptxCracking the Cultural Competence Code.pptx
Cracking the Cultural Competence Code.pptxWorkforce Group
 
Grateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfGrateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfPaul Menig
 
VIP Call Girls Gandi Maisamma ( Hyderabad ) Phone 8250192130 | ₹5k To 25k Wit...
VIP Call Girls Gandi Maisamma ( Hyderabad ) Phone 8250192130 | ₹5k To 25k Wit...VIP Call Girls Gandi Maisamma ( Hyderabad ) Phone 8250192130 | ₹5k To 25k Wit...
VIP Call Girls Gandi Maisamma ( Hyderabad ) Phone 8250192130 | ₹5k To 25k Wit...Suhani Kapoor
 
Call Girls In Holiday Inn Express Gurugram➥99902@11544 ( Best price)100% Genu...
Call Girls In Holiday Inn Express Gurugram➥99902@11544 ( Best price)100% Genu...Call Girls In Holiday Inn Express Gurugram➥99902@11544 ( Best price)100% Genu...
Call Girls In Holiday Inn Express Gurugram➥99902@11544 ( Best price)100% Genu...lizamodels9
 
A DAY IN THE LIFE OF A SALESMAN / WOMAN
A DAY IN THE LIFE OF A  SALESMAN / WOMANA DAY IN THE LIFE OF A  SALESMAN / WOMAN
A DAY IN THE LIFE OF A SALESMAN / WOMANIlamathiKannappan
 
Value Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsValue Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsP&CO
 
Unlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdfUnlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdfOnline Income Engine
 
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature SetCreating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature SetDenis Gagné
 
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesMysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesDipal Arora
 
Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Roland Driesen
 

Último (20)

MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRLMONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Service
 
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
 
Event mailer assignment progress report .pdf
Event mailer assignment progress report .pdfEvent mailer assignment progress report .pdf
Event mailer assignment progress report .pdf
 
Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...
 
Best Basmati Rice Manufacturers in India
Best Basmati Rice Manufacturers in IndiaBest Basmati Rice Manufacturers in India
Best Basmati Rice Manufacturers in India
 
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptxB.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
 
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
 
Monthly Social Media Update April 2024 pptx.pptx
Monthly Social Media Update April 2024 pptx.pptxMonthly Social Media Update April 2024 pptx.pptx
Monthly Social Media Update April 2024 pptx.pptx
 
Cracking the Cultural Competence Code.pptx
Cracking the Cultural Competence Code.pptxCracking the Cultural Competence Code.pptx
Cracking the Cultural Competence Code.pptx
 
Grateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfGrateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdf
 
VIP Call Girls Gandi Maisamma ( Hyderabad ) Phone 8250192130 | ₹5k To 25k Wit...
VIP Call Girls Gandi Maisamma ( Hyderabad ) Phone 8250192130 | ₹5k To 25k Wit...VIP Call Girls Gandi Maisamma ( Hyderabad ) Phone 8250192130 | ₹5k To 25k Wit...
VIP Call Girls Gandi Maisamma ( Hyderabad ) Phone 8250192130 | ₹5k To 25k Wit...
 
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
 
Call Girls In Holiday Inn Express Gurugram➥99902@11544 ( Best price)100% Genu...
Call Girls In Holiday Inn Express Gurugram➥99902@11544 ( Best price)100% Genu...Call Girls In Holiday Inn Express Gurugram➥99902@11544 ( Best price)100% Genu...
Call Girls In Holiday Inn Express Gurugram➥99902@11544 ( Best price)100% Genu...
 
A DAY IN THE LIFE OF A SALESMAN / WOMAN
A DAY IN THE LIFE OF A  SALESMAN / WOMANA DAY IN THE LIFE OF A  SALESMAN / WOMAN
A DAY IN THE LIFE OF A SALESMAN / WOMAN
 
Value Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsValue Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and pains
 
Unlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdfUnlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdf
 
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature SetCreating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
 
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesMysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
 
Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...
 

Destaque

2024 State of Marketing Report – by Hubspot
2024 State of Marketing Report – by Hubspot2024 State of Marketing Report – by Hubspot
2024 State of Marketing Report – by HubspotMarius Sescu
 
Everything You Need To Know About ChatGPT
Everything You Need To Know About ChatGPTEverything You Need To Know About ChatGPT
Everything You Need To Know About ChatGPTExpeed Software
 
Product Design Trends in 2024 | Teenage Engineerings
Product Design Trends in 2024 | Teenage EngineeringsProduct Design Trends in 2024 | Teenage Engineerings
Product Design Trends in 2024 | Teenage EngineeringsPixeldarts
 
How Race, Age and Gender Shape Attitudes Towards Mental Health
How Race, Age and Gender Shape Attitudes Towards Mental HealthHow Race, Age and Gender Shape Attitudes Towards Mental Health
How Race, Age and Gender Shape Attitudes Towards Mental HealthThinkNow
 
AI Trends in Creative Operations 2024 by Artwork Flow.pdf
AI Trends in Creative Operations 2024 by Artwork Flow.pdfAI Trends in Creative Operations 2024 by Artwork Flow.pdf
AI Trends in Creative Operations 2024 by Artwork Flow.pdfmarketingartwork
 
PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024Neil Kimberley
 
Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)contently
 
How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024Albert Qian
 
Social Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie InsightsSocial Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie InsightsKurio // The Social Media Age(ncy)
 
Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024Search Engine Journal
 
5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summary5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summarySpeakerHub
 
ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd Clark Boyd
 
Getting into the tech field. what next
Getting into the tech field. what next Getting into the tech field. what next
Getting into the tech field. what next Tessa Mero
 
Google's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search IntentGoogle's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search IntentLily Ray
 
Time Management & Productivity - Best Practices
Time Management & Productivity -  Best PracticesTime Management & Productivity -  Best Practices
Time Management & Productivity - Best PracticesVit Horky
 
The six step guide to practical project management
The six step guide to practical project managementThe six step guide to practical project management
The six step guide to practical project managementMindGenius
 
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...RachelPearson36
 

Destaque (20)

2024 State of Marketing Report – by Hubspot
2024 State of Marketing Report – by Hubspot2024 State of Marketing Report – by Hubspot
2024 State of Marketing Report – by Hubspot
 
Everything You Need To Know About ChatGPT
Everything You Need To Know About ChatGPTEverything You Need To Know About ChatGPT
Everything You Need To Know About ChatGPT
 
Product Design Trends in 2024 | Teenage Engineerings
Product Design Trends in 2024 | Teenage EngineeringsProduct Design Trends in 2024 | Teenage Engineerings
Product Design Trends in 2024 | Teenage Engineerings
 
How Race, Age and Gender Shape Attitudes Towards Mental Health
How Race, Age and Gender Shape Attitudes Towards Mental HealthHow Race, Age and Gender Shape Attitudes Towards Mental Health
How Race, Age and Gender Shape Attitudes Towards Mental Health
 
AI Trends in Creative Operations 2024 by Artwork Flow.pdf
AI Trends in Creative Operations 2024 by Artwork Flow.pdfAI Trends in Creative Operations 2024 by Artwork Flow.pdf
AI Trends in Creative Operations 2024 by Artwork Flow.pdf
 
Skeleton Culture Code
Skeleton Culture CodeSkeleton Culture Code
Skeleton Culture Code
 
PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024
 
Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)
 
How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024
 
Social Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie InsightsSocial Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie Insights
 
Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024
 
5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summary5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summary
 
ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd
 
Getting into the tech field. what next
Getting into the tech field. what next Getting into the tech field. what next
Getting into the tech field. what next
 
Google's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search IntentGoogle's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search Intent
 
How to have difficult conversations
How to have difficult conversations How to have difficult conversations
How to have difficult conversations
 
Introduction to Data Science
Introduction to Data ScienceIntroduction to Data Science
Introduction to Data Science
 
Time Management & Productivity - Best Practices
Time Management & Productivity -  Best PracticesTime Management & Productivity -  Best Practices
Time Management & Productivity - Best Practices
 
The six step guide to practical project management
The six step guide to practical project managementThe six step guide to practical project management
The six step guide to practical project management
 
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
 

Business people - how to build a technology architecture

  • 1.
  • 2. WARNING: THIS SESSION MAY TEACH YOU HOW TO BE PROFITABLER or SANER
  • 3. Who can do your business?
  • 5. 2 Paths to Profit Generating Revenue Reducing Expenses Data People Tech
  • 6. Systems Needed Way to Meet People Match Clients to Products Create Products or Service Spend and Get Paid Manage Risk “CYA” Manage People
  • 13. Systems Needed Way to Meet People Match Clients to Products Create Products or Service Spend and Get Paid Manage Risk “CYA” Manage People Marketing Sales Operation Legal HR Finance
  • 14. 10% 90% Match Clients to Product FAIL %ofSales
  • 16. Total Cost of Ownership Contact Manager Track Leads and Prospects Import from Quickbooks Have Custom Apps Integrate with Quickbooks $60/yr/user $300/yr/user $780/yr/user Salesforce Pricing Levels $1500/yr/user + $3K $2700/yr/user + $5K When do most people discover this? After their 90 day trial is up and their info is already in there. Let’s Buy Salesforce! •We’re a simple company, we don’t need a lot of bells and whistles. •There are 3 of us who need to access it + 1 admin. •Linkedin Integration would be nice and really just a place to remember when to call prospects. •And something that connects to the quickbooks so we don’t have retype all the info when they become clients. Easy Peasy, Right?
  • 17. Total Cost of Ownership Traditional Data Structure Call notes Call notes Docs Company Contact Phone Email Asst Web Highrise “Simple” Structure Company “Notes” and “Docs” Contact Contact Info When do most people discover this? When they need to get their data OUT. Usually, quickly.Goes to Memo Parse needed Go Cheap – Go Highrise! •We like the idea of having a project management system and a CRM that’s automatically connected. •We think “simplicity” and “look and feel” are important. •Price is really important to us. Free is great! •Those 37Signals guys are rad – and funded – they are on to something. Easy Peasy, Right?
  • 18. Danger of Specialties ★ Ask a wordpress developer how to solve your problem – guess the answer? ★ Ask a PHP developer how to solve your problem – guess the answer? ★ Ask a SAGE ACT consultant how to solve your problem – guess the answer?
  • 19. Platform v. Code ★ Carpenters use hammers. Developers write code.
  • 21. Stay in the Stack
  • 22. “Integration” vs. Import ★ Nothing “integrates” with linkedin – or mailchimp either ★ If a CSV is involved, it isn’t an integration
  • 25. What are the People Doing? ★Hint: “People” can be interchanged with “Process” when your business isn’t standardized by technology ★“Customer” of each process ★Shit flows downhill YES, Soloprenuer – you are a PEOPLE!
  • 26. When the best marketing wins, you lose. If your graphic designer picked your business technology, you’re in trouble.
  • 27. What are you trying to DO? ★ Everyone saying you need facebook as a marketing tool doesn’t make it true. ★ The same goes with salesforce and quickbooks. ★ For you, each of the six systems work well if… ★ Get paid on time, have contracts signed and stored, manage your SEO
  • 28. Don’t move too much cheese “It must be remembered that there is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage than a new system. For the initiator has the enmity of all who would profit by the preservation of the old institution and merely lukewarm defenders in those who gain by the new ones. ” ― Niccolò Machiavelli
  • 29. Ask Me Questions Amy Larrimore CEO and Chief Strategist www.amylarrimore.com Managing Partner www.empirebuilders.com

Notas do Editor

  1. If the answer is nobody, you’re in trouble. Big TroubleAll these words:SCALE * SIMPLIFY * GROW * SELL * BUILD EQUITY * LEVERAGE * MERGE * ACQUIRERequire a process(Click)A repeatable oneThese words: FAIL * BANKRUPT * PLOW THROUGH * MANAGE * COAST * GETTING TO ITDon’t require a processIf you’re “managing” it, no one else can sit in your chair(Click)Today we’re going to talk about how systems can help every single business – soloprenuers included.(Click)
  2. If you were going to sell your business right now – what is worth the most about it in the valuation?IP and Hard AssetsData PeopleTech – this really means methodology (balancing a checkbook by hand)SystemsThey don’t all have to be powered with technology – but why wouldn’t they be?Now we don’t have to do business that way – so stop.
  3. People use data to generate revenue – who to call to sell to or collect from?People use technology to reduce expenses – how to do this faster, cheaper or better?
  4. They don’t all have to be powered with technology – but why wouldn’t they be?The old woman who is doing the pizza shop books in a paper ledger for the last 20 years IS the technology and the peopleNow we don’t have to do business that way – so stop.
  5. This is the marketing processIt generates data, it requires good people and there are technologies to help power it.Social Media falls into this categoryYou don’t need my help to google which tools you need
  6. This is the sales processIt generates data, it requires good people and there are technologies to help power it.CRMs fall into this categoryWe’re launching a new product in the next month called CRMchooser.com – it’s an algorithm to help match you to the correct one
  7. This is the operational processIt generates data, it requires good people and there are technologies to help power it.Ecommerce Sites, Time Tracking, Project Management, Platforms and Intranets anything you need to deliver the product falls into this category
  8. They don’t all have to be powered with technology – but why wouldn’t they be?The old woman who is doing the pizza shop books in a paper ledger for the last 20 years IS the technology and the peopleNow we don’t have to do business that way – so stop.
  9. “Followup is 90% of the business” You can’t follow up without good data and the technology to help you report, slice, dice, analyzeHumans screw it upTherefore, you’re leaving 90% of the business on the table.[CLICK]This analogy works really well when we talk about email marketingBut then let’s apply it to human interaction – like meeting someone todayAnyone in a relationship business?
  10. Costs, other software that needs to plug inOf course this affects staffing decisions tooDon’t automatically think “employees” when we talk about HR – it’s about managing resources, subcontractors tooYou have a guy to manage your finances, an intern to type in your data, etc – labor is one of the most expensive costs a business can bear so it has to be considered.
  11. This inhibits your ability to scale and to sell your data set with the company