3 Parts To Implementation of ERP

1. Setting up and material
2. Outreach/Sales
3. Data collection/onboarding/servicing the accounts

What do we need to figure out in Set-Up

1. What are we offering
2. Who is our target market
3. What is our sales process/cadence
4. What material do we have

What are we offering

• Price?
• Priority Response?
• 3D Scans?
• Facility Walkthrough?
• Signed Agreement?
• Data upload?
• Equipment staging?

Who are we targeting

• Hotel
• Assisted Living
• Healthcare
• Property Mgrs
• Multi Family
• Risk Managers
• Private Schools
• Existing Customers

What is our sales process/cadence

• Elevator pitch
• Phone/Email/LinkedIn/Newsletter scripts
• Content
• Reach frequency
• Medium per stage
• Stages and deals
• Our example

Marketing Material

• ERP Logo
• Flyer
• Social posts
• Website page(s)
• Trade Show
• Business Cards

What do we need in Outreach/Sales

1. People (Sales/biz dev reps)
2. CRM
3. Prospect List/Leads
4. Presentation

CRM

There’s a million.

Prospect List/Leads

• Google
• Scraping Sites
• Apollo.io, Reonomy, Zoom Info
• Lead Magnets
• Targeted Ad, Landing page w/ value proposition, hot lead
• Existing Clients
• Insurance Agents

Presentation

• Slide Deck
• Discover Pain Points
• Open Ended Discovery Questions
• ERP Platform Capabilities/Options
• Demo Data

Other Considerations

• Disaster Recovery/Business Continuity certification for your salesperson
• Behavioral sales training