MyMortgageHostMyMortgageHost CRM/Databasing Call September 6, 2007 “PARTNER RELATIONSHIP MANAGEMENT” Presented by Eric Risley, Wayne Hohler: Aclient Software

MyMortgageHostMyMortgageHost

CRM/Databasing Call September 6, 2007CRM/Databasing Call September 6, 2007

““PARTNER RELATIONSHIP MANAGEMENT”PARTNER RELATIONSHIP MANAGEMENT”

Presented by Eric Risley, Wayne Hohler: Aclient Software SystemsPresented by Eric Risley, Wayne Hohler: Aclient Software Systems

MyMortgageHost ~ Managing details. Delivering results.MyMortgageHost ~ Managing details. Delivering results.

Partner Relationship ManagementPartner Relationship ManagementPartner Relationship ManagementPartner Relationship Management

What is Partner Relationship What is Partner Relationship Management(PRM)?Management(PRM)?

PRM is a business strategy for improving PRM is a business strategy for improving communications between your company communications between your company and your business partners and affiliates. and your business partners and affiliates.



CRM=Stay in touch with clients in order CRM=Stay in touch with clients in order to earn additional business.to earn additional business.

PRM=Communicate with your business PRM=Communicate with your business partners to build partners to build mutuallymutually beneficial beneficial business strategies and referral business strategies and referral systems.systems.



The most used, and most basic, form The most used, and most basic, form of Partner Relationship strategy…of Partner Relationship strategy…

… … The The Partner Partner

Web PageWeb Page



The most used, and most basic, form The most used, and most basic, form of Partner Relationship strategy…of Partner Relationship strategy…

Automatically Added to Automatically Added to Partner Web PagePartner Web Page

When Added As Your When Added As Your PartnerPartner



So let’s look at some strategies that So let’s look at some strategies that really help build your partner really help build your partner referral base …referral base …



1. Bring them 1. Bring them referrals referrals



1.1. Bring them referralsBring them referrals Track resultsTrack results Is the Is the

partnership partnership mutually mutually beneficial?beneficial?



2. Keep Them Informed2. Keep Them InformedIt doesn’t matter whether It doesn’t matter whether

you gave the you gave the

referral or received referral or received

it, keeping your it, keeping your

business partners informed business partners informed

throughout the process is an throughout the process is an

invaluable service!invaluable service!



2. Keep Them Informed2. Keep Them Informed



3. Make It Easy To Send YOU 3. Make It Easy To Send YOU BusinessBusinessSomething that is often overlooked Something that is often overlooked

when forming business alliances is when forming business alliances is how will referrals be given. The how will referrals be given. The easier it is to refer you, the more easier it is to refer you, the more likely it is that your business likely it is that your business partners will actually partners will actually send customers to you.send customers to you.



3. Make It Easy To Send YOU 3. Make It Easy To Send YOU BusinessBusiness ProvideProvide

Co-BrandedCo-BrandedWeb PagesWeb Pages

This is YOUR Live Rates!

Your Company NameHere

All About THEM!

YOUR Online Application!



3. Make It Easy To Send YOU 3. Make It Easy To Send YOU BusinessBusiness ProvideProvide

Co-BrandedCo-BrandedWeb PagesWeb Pages

A Unique Benefit Code for THEIR

Clients!



3. Make It Easy To Send YOU 3. Make It Easy To Send YOU BusinessBusiness Email templates Email templates

they can use they can use that also drives that also drives business to you.business to you.

This Button Goes Directly to a Co-Branded Page using YOUR Live Rates!



4. Provide Tools That Help Them Sell4. Provide Tools That Help Them Sell Ex: Co-BrandedEx: Co-Branded

Return onReturn onInvestment Report.Investment Report.



4. Provide Tools That Help Them Sell4. Provide Tools That Help Them Sell

Your Your Company Company

Name Name HereHere









5. Drip Campaigns for your 5. Drip Campaigns for your Partners Partners We all think of “Drip Marketing Campaigns” We all think of “Drip Marketing Campaigns”

as being only for our clients and for as being only for our clients and for customer retention.customer retention.

Alliance Partners can benefit from regular Alliance Partners can benefit from regular communications from you just as much as communications from you just as much as your clientsyour clients

Regular communications keeps you in your Regular communications keeps you in your alliance partner’s mind and keeps them alliance partner’s mind and keeps them informedinformed



Benefits of Partner Drip CampaignsBenefits of Partner Drip Campaigns Avoid ‘Phone Tag!’Avoid ‘Phone Tag!’ Keep your affiliates up Keep your affiliates up

to date on your latest to date on your latest rates,marketing campaigns rates,marketing campaigns and other issues in your field of and other issues in your field of specialization.specialization.

Market Market THROUGHTHROUGH your business partners your business partners



Partner Drip CampaignsPartner Drip Campaigns Keep your affiliates up to dateKeep your affiliates up to date



Benefits of Partner Drip CampaignsBenefits of Partner Drip CampaignsMarket Market THROUGHTHROUGH your business partners your business partners

Add a “Forward to a Friend” Add a “Forward to a Friend” link or button so your link or button so your Affiliates can easily send Affiliates can easily send YOUR message to THEIR YOUR message to THEIR clients and to other qualified clients and to other qualified Business Professionals!Business Professionals!



Benefits of Partner Drip CampaignsBenefits of Partner Drip CampaignsMarket Market THROUGHTHROUGH your your

business partnersbusiness partners

Sponsored Mailing Sponsored Mailing Opportunities either in Opportunities either in your message to your your message to your clients or in your clients or in your affiliates message to affiliates message to their clients!their clients!



Partner Relationship Strategies:Partner Relationship Strategies:1.1. Implement strategies to bring Implement strategies to bring

referrals referrals to your business to your business partners.partners.

2.2. Provide information that is important Provide information that is important to your partners involved in the to your partners involved in the referral, throughout the loan process.referral, throughout the loan process.

Not just Not just Donuts!Donuts!



Partner Relationship Strategies:Partner Relationship Strategies:3.3. Make it Make it easyeasy for your business for your business

partners to refer business to you.partners to refer business to you.

4.4. Provide tools that help them sell Provide tools that help them sell

5.5. Enroll them in a marketing campaign Enroll them in a marketing campaign that can be easily forwarded to their that can be easily forwarded to their clients and business associates.clients and business associates.


Questions?Questions?Questions?Questions?

Feel Free To Ask Questions!Feel Free To Ask Questions! Highly technical or specific questions you may Highly technical or specific questions you may

have after this presentation or prefer to ask have after this presentation or prefer to ask outside this forum, please contact us at:outside this forum, please contact us at:

Eric Risley / Wayne HohlerEric Risley / Wayne Hohler

[email protected]@mymortgagehost.com

Tel: (800)244-1777Tel: (800)244-1777

MyMortgageHostMyMortgageHost

Managing details. Delivering Managing details. Delivering results.results.

Documents

MyMortgageHostMyMortgageHost CRM/Databasing Call September 6, 2007 “PARTNER RELATIONSHIP MANAGEMENT” Presented by Eric Risley, Wayne Hohler: Aclient Software