Managing Client Communication

Challenge: Client contact information stored outside of marketing application makes it difficult to target ancillary service and support programs to existing customer base.

Solution: Leverage CRM to audit client services and push targeted communication to clients.
Sometimes seeing is believing.

Please watch this video to see how MCC helps Payroll Service Bureuas organize client information to improve communication.

iPhone users watch here  

To learn more about our services contact us at 800.473.4509.

Streamline Your Conversion Process with MCC's Portals

Is there anything more important than a smooth conversion?

Payroll clients expect a smooth conversion process, yet time and time again it is a challenge to deliver on this expectation. Conversions come in waves; four times a year there is a crush of new clients with the largest set coming at the end of the year. 

Using our experience, MCC works with clients to implement a conversion process directly into salesforce.com. The end result is an Online Conversion Portal that allows clients and implementation teams a secure online environment to exchange files and  communication. 

Watch this short presentation demonstrating how MCC handles conversions from a signed contract to functioning payroll client!

iPhone users watch here

See the Trees within Your Forest!

A targeted approach to sales is the most simple method to improve results. The first step is to use a system to broadly identify what types of prospects are in your sales database. At MCC we divide clients' payroll prospect databases into Segments of business. 

We use the following five Segments (based on estimated annual payroll sales, not including year end service or ancillary products):

• Segment 1 - $0.00 - $2,000
• Segment 2 - $2,001 - $4,000
• Segment 3 - $4,001 - $10,000
• Segment 4 - $10,001 -$25,000
• Segment 5 - $25,001+ 

The benefits of doing this:

• Identify your service bureau's strongest sales Segment
• Stop spending money on the wrong Segment
• Improve sales performance based on Segment
• Marketing campaigns with focus on strengths
• Assign leads to best salesperson for the Segment
• Coach sales team to success 

Hope to See You at the IPPA Sales & Marketing Conference March 4 & 5

I've been fortunate to assist with the planning of the 2010 IPPA Sales and Marketing Conference. This year the format of Speakers and Sessions is OUTSTANDING!

As a committee member, I will attend to help ensure a successful conference for everyone. Feel free to pull me aside if you need anything during the event.

People make a Conference!

To learn more about the Conference, please visit the IPPA website: http://ippa.net/2010-sales-marketing-workshop

Keep up to date on all the happenings at the 2010 IPPA Sales & Marketing Conference.

On day two of the Conference, Scott Klososky will give a great talk on Social Media.

Give Twitter a try during the Conference!!!

I plan to post "Tweets" throughout the Conference. If you are new to Twitter it is easy to grab an account. To stay informed, search ippa2010 or follow my feed at http://twitter.com/chris_murphy.

How can I get my team to log in?

To be successful you need to GIVE back to your users. Make sure your CRM is designed to make their job better. By focusing on front-line people, management will get HUGE ROI!

Summary: Just like in sales, it is NOT about you; it is ALWAYS about them.

Have a question you want to see answered in future MCC newsletters? Please email: chris@murphyconsultingcompany.com