PROPRIETARY & CONFIDENTIAL
Pilot Program Invitation August X, 2012 CONTACT: Andy Wilson / awilson@rexter.com
“My relationships are my lifeblood. My job depends on doing this well.” ! g n i t a c o f I’m suf
You deserve better.
Identify/ connect
Opportunities/ customers
The missing link
ly n o & t s 1 p p a M R P
Guides you to
to achieve
develop & mobilize relationships
specific goals
1st model for PRM
Analyze
Organize
Quantitative modeling Advanced algorithms Optimization Artificial intelligence
Machine learning Emotional intelligence Psychology of business relationships
Built on “geeky science�
Prioritize
MOBILIZE
ly Algorithms n o & t s 1 p p a M R P automatically
Bonus tools
analyze & prioritize
Organize Connect
Download
Every few minutes, Rexter AUTOMATICALLY syncs
Now available 24/7
Organize: Groups Projects
Relationships
Sales prospects for deals you need to close this quarter
Referral sources who occasionally refer business to you
People you want to meet with at a trade show next month
Long-term sales prospects
Your customers to renew in the next 2 months.
Important colleagues who can provide a referral or reference
Biz Dev people you are targeting for strategic partnerships this year.
Talented people you may want to hire one day
Industry VIP's you need to contact this month Three new partner deals you need to sign this monthÂ
Key contacts in a specific city to visit when you're in town Thought leaders and journalists you want to keep informed about your company
Organize: Everything in one place
Analyze
“I’m very smart, but I can’t rely on my memory to keep up with 3,000 contacts!”
Relationship Strength
If you can’t measure it, you can’t manage it The strength of every relationship
How it grows and decays
And how to move it from A to B
Alert! Goal
A Time
B
Prioritize
Your Smart Daily Call Sheet is automatically prioritized
Prioritize: Crank through your prospects/projects
Shred your spreadsheets – use project groups instead!
Prioritize
Ignore your inbox & get strategic!
The 5 most valuable calls to make today
Mobilize Analyze
Organize
Prioritize
MOBILIZE
Early feedback is stunning “This is the system we have been looking for. Our business depends on relationships and CRM is not the solution. This is a done deal. When can we get started?” EVP, Top 10 Insurance Brokerage
“Salesforce automation/CRM is fine for opportunity management but it simply doesn’t work for relationship management. We need a solution like this yesterday.” SVP, Top 20 Insurance Brokerage
“This is a no brainer. Relationships drive our business but we’re driving blind. If this helps us win one more deal a year, we’ll pay almost anything for the system.” Exec Director, Top 10 Real Estate Firm “We have lots of technology given our scale but this is the first system that can help us make more money as producers. I will notify our IT staff that they must support this initiative.” MD, Top 10 Real Estate Firm
“The number of contacts I have to keep up with is overwhelming. My business depends on this and I am fighting the battle with stone age weapons. It is about time!” Page 14 © 2011,Brokerage Graphight. Managing Principal, Major Proprietary & Confidential.
Professional Users Pilot Program We provide
You provide
• 1 (possibly 2) orientations/ product introductions/product training • Follow-on one-on-one session (s) to ensure easy and proper initial set-up & on-going usage
• Commit that 5-10 users will meaningfully engage during the pilot period (and beyond) • Participate in periodic focus groups/surveys and provide quotes that may be used in marketing/PR Cost
• Pilot is free • “Engaged” users at any host company during the 60 launch period will receive 6 months of Rexter subscription for free and have a cap of $30/mo or $299 per year when we commence charging
Q&A / Next Steps For you, PRM is too important to leave to chance. Replace your stress & anxiety with confidence. Rexter helps you get STRATEGIC & spend your precious time on the people who matter most.
Thank you!