Coastal Supply Value Proposition

Executive Overview

3 Topics

CRM Designed for Distribution

Selling in the New Now

Why CRM Data is Critical in Distribution Sales

Centralized Database: $20,700 Additional GP per month

Targeted Marketing: $25,000 Additional GP per Month

Open Bid & Quote Follow Up: $10,000 Additional GP Per Month

Intellectual Property: $25,000 per Lost Rep

Dashboards & Reporting: $1,600 per Month

Sales Management & Coaching: $10,000 Additional GP per Month

Contact Management

3 Topics

Managing Customers and Prospects

List Creation and Uploading

Assigning Tasks

Goal Setting and Achievement

AD Field Marketing Summit (FMS) Optimization

Coastal HVAC Value Proposition and ROI Summary

SMP References and Testimonials

2 Topics

Customer Spotlight: Trade Supply Group

Customer Spotlight: Wave Electronics

Why should you choose SMP?

3 Topics

Outstanding Service and Support – MAC’s notes

Outstanding Training and Education Resources

Competitive Advantages – Customer Testimonials etc. – JS Houston?

Value Adoption Roadmap

4 Topics

Finalize SaaS Contract and Statement of Work

Kickoff and Training Plan

Roll outs and milestones

Value Capture Check-ins

Goal Setting and Achievement

This intro space is to highlight Prospect pain points or things learned in discovery related to Goal Setting/Attainment.

SMP