Learn about the productivity enhancements that result from integrating a phone system with your CRM.

1. May 5 2016
+
present
Turbocharge Your Sales with
Phone & CRM Integration

2. Who am I?
Greg Plum
Director, Partner Marketing
Contactually

3. And my co-presenter…
Jeff Kuei
Co-Founder
Kixie.com

4. What’s on the agenda?
• Quick overview of Contactually
• Best sales practices using Contactually
• Walk-through of how the Kixie team uses Contactually, including
• The value of the Kixie integration with Contactually
• Making the most productive sales calls
• Live Demo of Kixie + Contactually
• Q&A at the end

5. • We have a large audience and all attendees will be muted.
• If you have any questions, please use the chat function in
GoToWebinar — we’ll stop and answer questions
throughout the hour.
• We are recording today’s webinar. Check your email in the
next 24 hours for a link to the recording.
Things to keep in mind during
this webinar

6. Let’s get started!

7. Let’s Get Results

8. Follow Up!
• Who should you be following up with to grow
your business?
• Never let any leads go to waste!

9. Contactually is Hungry For
Data

10. The Phone is Your Friend

11. Supercharge Your Sales Process
• Log all interactions (emails, phone calls,
meetings) with contacts
• Follow up with the best contacts ASAP.
• New leads followed up within 5 minutes = 8X
more likely to close.
• Schedule a future activity with contacts
• Add/remove contacts into the correct buckets

12. Better Together!

13. We all know following up is important,
but nearly all of us drop the ball
• It takes a lot of work and is generally time-
consuming
• The pay-off isn’t always immediate
• People are probably going to slip through the
cracks
• Kixie picks up the ball for you!

14. Never Forget to Follow Up
• Automically bucket missed phone calls from
contacts

15. Follow Up with Right Leads
• Automatically log all interactions (emails, phone
calls, meetings) with customers
• 1-click scheduling of a future activity
• Automatically segment and bucket all new leads

16. Follow Up with Right Leads

17. Streamline Your Daily Tasks
• Utilize the Contactually Dashboard to crunch through
all your daily tasks

18. Now Let’s See This in
Action!

19. So how do the best entrepreneurs use
Kixie + Contactually?
• Automatically organize &
prioritize your list of business
prospects
• Automatically initiate a
customizable follow-up
strategy
• Guide your daily actions to
be consistent with contact
goals that you set
Use Contactually to:
• Make and receive phone
calls that sync automatically
with Contactually
• Schedule follow up activities
with contacts
• Keep track and follow up with
missed phone call leads
Use Kixie to:

20. Try us out for free!
Visit kixie.com
http://www.kixie.com/contactually.html
To get your Contactually free trial account:
https://www.contactually.com/invite/kixie

21. +
Thanks!
We’ll follow up in the next
24 hours with the recording