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Get Organize. Get Proactive. Get Results. 6 Findings About CRM and Radio Sales Force Management We know surprisingly little about our core advertising.

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Presentation on theme: "Get Organize. Get Proactive. Get Results. 6 Findings About CRM and Radio Sales Force Management We know surprisingly little about our core advertising."— Presentation transcript:

1 Get Organize. Get Proactive. Get Results

2 6 Findings About CRM and Radio Sales Force Management We know surprisingly little about our core advertising customers Sales turnover is a major disrupter Only a small portion on accounts are being actively worked Real prospecting and new business development is difficult, especially for our newest sellers Reporting requirements are taking away from valuable selling time. If difficult for managers to manage the selling process

3 The Account List Sellers can manage and track key account data and client interactions from one user-friendly screen, connected directly to their account on RAB.com.

4 The Account Dashboard Account Managers unique account dashboard brings all of the elements of an account into a single, unified view.

5 Accounts | edit view

6 Accounts | record view

7 Accounts| research With one mouse-click, run a Find it Fast category search across key RAB databases RAB members can click the green light before any account to see category specific research directly from RAB.com Articles Instant Backgrouds Copy Promotion MP3

8 Account Manager works seamlessly with MS Outlook. Accounts| Outlook

9 Accounts | integrates with YOUR Click the address to open an message in YOUR program, preloaded with the clients address. Wendy: Ill call you tomorrow about our new Spring Promotion. Details are attached. Youre going to really like this! Thanks! New Spring Promotion

10 Account | activities and reminders Keep track of important call history and upcoming events Click to create a complete historical record of account activity including calls, CNAs, appointments and more.

11 Account | presentations and orders Add presentations and create real-time projections

12 Reports | projections Real-time projections can be run anytime, anywhere

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14 Manager | workgroups Scales to manage an entire group or single sales organization

15 Manager | settings Adjust program settings to meet your specific needs

16 Manager | reports Report on a single individual or across your entire sales team.

17 RAB Account Manager: · Centralized account management and CRM all in on program · Real time tracking for account activity, reminders and presentations · Real-time account projections · Online accessibility · Tiered security · User defined account types, account activity codes, projection weighting and station clustering · Interaction with MS Outlook · Fully hosted and supported by RAB · Full integration to key RAB research databases · PROposal Assistant · Free online training

18 Get Organize. Get Proactive. Get Results


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