A fellow salesman has left

I am looking for some help from some of the brightest minds in the industry. I salesman I work with has left to persue a new job. I will be taking over his customer base. He has been here 15 years and sold 200 plus a year.

I was wondering who out there has a good email template to let his customer base know I will be taking over his account? I am thanking all of you in advance!

Stan

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Comment by Kurtis Smith on October 12, 2011 at 2:15pm: Ok,

when ever I approach a a database the first thing that I want to know is what are the different marketing sequences that you currently have in place. Second, what triggers are being used for the different buckets of prospects and owners based on the itch cycle. And third, what type of wake up call are in place for the up coming lease/finance maturities. With this information I can triage the database by establishing the priorities after the initial intro email goes out. Most CRM tools will integrate the database into your work plan, but the challenge that I always see is that the real value of the newly integrated database gets lost and the necessary touches that will uncover to true opportunities in the database never happens. The segmenting of this database prior to its integration is a manual activity, but well worth the effort. As I said earlier, if you do this right and I am sure that you will, you should have more business than you can handle walking through the door asking for you by name.

Comment by Stanley Esposito on October 12, 2011 at 1:30pm: Thank you Kurtis. I do have a process in place but I was looking for some ideas. I would like to sample how others do it. They will be integrated into my daily work plan.

Comment by Kurtis Smith on October 12, 2011 at 10:50am: Stan,

The worst thing that you can do at this point is to act before you have a CRM strategy. Sending out a email to say that their sales person has left the building is one thing, but unless you devised a marketing sequense to integrate into your CRM application that will re-enforce your positive intentions to service them as if they were your own, you are wasting your time. That database is too large and needs to be vetted, grouped and categorized to determine what happens after the initial message goes out. If you do this right, you will be able to assimilate that orphan database into your own without any of the upcoming repeats and referral customers knowing that there was any form disruption. In essence, it is not a template that you need, it's a process. I hope that this makes sense.