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
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Value Adoption Roadmap
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