Complete Marketing System?

Hi-

I'm just starting a new sales job as a commercial lender in a bank in a couple of days where I will be in 100% business development role for the first year I would guess. What I mean by that is, I am starting with no customers. I've been in this industry for a few years but have always worked my customers and referrals sources to get new business.

My question is that I'd really like to take the chance to get a lead generation/marketing/follow-up system in place early on. I'd love to hear of any resources which talks about the entire process. I'd really love something step by step using a lot of different mediums. Something that combines direct mail, email, walk-in prospecting, phone prospecting.

I started thinking more and more about directmail when I was constantly getting a real estate agents postcard mailer in my mailbox and then started seeing her signs appearing everywhere in my neighborhood.

Originally Posted by dasheriprock My question is that I'd really like to take the chance to get a lead generation/marketing/follow-up system in place early on. I'd love to hear of any resources which talks about the entire process. I'd really love something step by step using a lot of different mediums. Something that combines direct mail, email, walk-in prospecting, phone prospecting.

No single program comes to mind but there are a lot of articles on these invididual topics.

I could not fully grasp the idea but I think this site could provide some useful information.

http://www.smartsource.uk.com/Telemarketing.htm

I hope this helps even in a small way.

there are programs like CRM pro that cost alot but they do alot of combination Direct mail and email and voiceblast.

i have a karate school that uses something like that.

i can get a lead -- then email use directmail and even fax.
voicemail too.

i also now of a cost effective program but i have to look the name up and get back with you.

hope this helps.

Originally Posted by dasheriprock Hi- I'm just starting a new sales job as a commercial lender in a bank in a couple of days where I will be in 100% business development role for the first year I would guess. What I mean by that is, I am starting with no customers. I've been in this industry for a few years but have always worked my customers and referrals sources to get new business. My question is that I'd really like to take the chance to get a lead generation/marketing/follow-up system in place early on. I'd love to hear of any resources which talks about the entire process. I'd really love something step by step using a lot of different mediums. Something that combines direct mail, email, walk-in prospecting, phone prospecting. I started thinking more and more about directmail when I was constantly getting a real estate agents postcard mailer in my mailbox and then started seeing her signs appearing everywhere in my neighborhood.

I use ACT2000!, there could be a newer version out by now but this works really well, check it out.............

Commercial bank lending is sophisticated, congratulations.
I would say your local chamber of commerce is an excellent resource. Not just for lists, but for networking. Get to know the people who work at the chamber. Go to their events to "rub elbows" with other chamber members.

Most Chamber of Commerce benefits are geared toward local businesses... Local businesses can always use commercial bank loans, everything from simple lines of credit to help their working capital... to long-term fixed-rate loans for equipment purchases, etc.

Also, it would be a great help for you to increase and consistently update your knowledge of what your bank offers. If there is an SBA Loan Department, get to know the parameters. If there is no particular department for that, then learn about SBA loan parameters offered by the government. In case you're not aware, an SBA loan is a secured loan, but partially underwritten by the government... however it is secured by private banks, by people doing exactly what you'll be doing.

Hope you don't mind the long-winded answer. I've run my own small business for five years now, and one of my company's best friends is my commercial loan officer. He helped me secure my first SBA loan four years ago, and has provided a number of other lending products since then. He's always telling me about new products to see if they're right for me. No matter what happens with the rest of my dealings with his bank, I can't see myself going elsewhere, simply because he has been such a great resource to me and my company.

Originally Posted by dasheriprock I started thinking more and more about directmail when I was constantly getting a real estate agents postcard mailer in my mailbox and then started seeing her signs appearing everywhere in my neighborhood.

If you're going the DM route, you want to try something that gets useful information to people and starts to build a list for you.

If you'd like some suggestions, just PM me.

Susan

Try to get a list of prospect customers in your community that way you can get start in your business and then get more people in future

Originally Posted by dasheriprock Hi- I'm just starting a new sales job as a commercial lender in a bank in a couple of days where I will be in 100% business development role for the first year I would guess. What I mean by that is, I am starting with no customers. I've been in this industry for a few years but have always worked my customers and referrals sources to get new business. My question is that I'd really like to take the chance to get a lead generation/marketing/follow-up system in place early on. I'd love to hear of any resources which talks about the entire process. I'd really love something step by step using a lot of different mediums. Something that combines direct mail, email, walk-in prospecting, phone prospecting. I started thinking more and more about directmail when I was constantly getting a real estate agents postcard mailer in my mailbox and then started seeing her signs appearing everywhere in my neighborhood.

I would suggest something that has been under the radar for about 6 months now that I've been using for about a year and there is nothing like it.. Success On Contact it is referred to as a Permission Based Relationship Marketing Software.

It has all the basics like list management, contact management, campaign management and such, but also integrates with inbound and outbound VoIP like Vonage, Skype and J2 Communications ( will actually automatically attach voicemails to contact record with play button), or create a new contact record if it does not recognise the inbound number calling. It also integrates with just a few clicks with web based voicebroadcasting services.

Let's see what else...oh, internal email and newsletter client, newsletter and pdf post card and sales campaign creation.

It also automatically pulls leads from your websites into your contact manager without you lifting a finger and notifies you within 60 seconds to your desktop that you have a lead and it is automatically databased according to advertisement, product/ service campaign so you can track seemlessly where your leads are coming from. This is my favorite feature, because thru out the day, my recontact due icon pops up to let me know I have a new lead, I just click on the new name in the recontact due and pops up the full record all filled in (no wasted time intering data), I click on the Skype button (I use Skype..but it could be your land line..etc.) and presto, I'm talking to my prospective client in less than 2 minutes from the time they opted for more information..and many times while they are on my site. Typing notes in the contact record along the way and engaging them immediately in my sales process.

There are live demos daily.

If you need more information let me know...but this most definitely deserves a look.

To Your Success,

Kelly Gerards

Probably an integrated CRM program as others have
mentioned.

Choose one that combines an easy to use
email and autoresponder set-up.

Today, everyone wants email it seems.

But don't overlook the importance of while
you are starting new, the business is about
you, your brand name and your reputation
in the community.

You can do a lot of things and make it happen
quicker just by getting out into the community.