Project Management

Project Management Central

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Topics: Business Analysis, Communications Management, Stakeholder Management
Do you know any sheet or form for prospecting new potential clients?
I'm searching for a quick and easy manner to collect data about new clients
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It depends on your industry and business. You may need to create yours.
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1 reply by Nicola Campese
Jan 27, 2020 11:29 AM
Nicola Campese
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Thank you
Take a look to those methods deliverables (most of them call it funnel): Solution Selling/SPIN Selling, LAMP, Power Base Selling.
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1 reply by Nicola Campese
Jan 27, 2020 11:29 AM
Nicola Campese
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Thanks for your answer
Jan 27, 2020 8:20 AM
Replying to Abolfazl Yousefi Darestani
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It depends on your industry and business. You may need to create yours.
Thank you
Jan 27, 2020 9:25 AM
Replying to Sergio Luis Conte
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Take a look to those methods deliverables (most of them call it funnel): Solution Selling/SPIN Selling, LAMP, Power Base Selling.
Thanks for your answer
Hello Nicola,

In European Union, according with GDPR - General Data Protection Regulation, information related to persons only can be transmitted to third parties with consent of them, the same is not applied to comercial or industrial entities, so be careful where do you get that lists.

Alexandre.
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1 reply by Nicola Campese
Jan 28, 2020 12:23 AM
Nicola Campese
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Thanks for you advice.
Typically you would use a CRM for this if you are serious about expanding your client base. Some of the features you might find in a CRM that will help you are social media connector, newsfeed integration, and email marketing. Using the information you get from their social media or news feeds are then used to determine how likely they are to be in the market for a product and/or service. This allows you to pursue leads with a higher score thereby investing your efforts where you are most likely to succeed.

PS. You could also look at clearbit.com. It works best when integrated with a CRM but you could manually get all the information you need for a prospective client.
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1 reply by Nicola Campese
Jan 28, 2020 12:24 AM
Nicola Campese
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Very interesting. Thanks for you answer.
Jan 27, 2020 2:40 PM
Replying to Alexandre Costa
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Hello Nicola,

In European Union, according with GDPR - General Data Protection Regulation, information related to persons only can be transmitted to third parties with consent of them, the same is not applied to comercial or industrial entities, so be careful where do you get that lists.

Alexandre.
Thanks for you advice.
Jan 27, 2020 11:30 PM
Replying to Anton Oosthuizen
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Typically you would use a CRM for this if you are serious about expanding your client base. Some of the features you might find in a CRM that will help you are social media connector, newsfeed integration, and email marketing. Using the information you get from their social media or news feeds are then used to determine how likely they are to be in the market for a product and/or service. This allows you to pursue leads with a higher score thereby investing your efforts where you are most likely to succeed.

PS. You could also look at clearbit.com. It works best when integrated with a CRM but you could manually get all the information you need for a prospective client.
Very interesting. Thanks for you answer.

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