B2B Strategic Marketing Plan

Summary:Create a comprehensive B2B marketing plan.How We Do It Now:All business we do is done organically, the only other source is our website and google.Scope for this project:Increasing revenue for our existing service.Increasing market share/brand awareness.Identify new market segments and opportunities.Improve customer acquisition/retention.Outcomes:A full marketing plan and presentation.Analysis of all four marketing mix elements; product, price, distribution, and promotion.Original research about our customers.Creative and actionable recommendations.

Commercial Carpet Cleaning Order and Scheduling System

The GoalCRS is looking for new ways to process our order and booking system from start to finish. Simplifying and making our system current with the rest of the service industry is key.Software Currently UsedOffice 365 inc. Outlook 2018, Word 2018 and Excel 2018Quickbooks Premier 2015How We Do It NowOur system as it stands right now follows a very simple but cumbersome process:Order is Taken - This can happen either via Phone or Email.Schedule Check - The order taker checks the master schedule for availability.Work Order Generation - The person taking the order fills in a Work Order to reflect the details agreed upon. The Work Order is attached to an appointment page in Outlook.Job Costing - On an Excel spreadsheet we track upcoming sales and historical labour entered manually; dailyJob Confirmation - An Administrator will call the day prior or day of to confirm the booking.Production - The production staff will print the Work Order and perform the cleaning as described.Site Reporting - When the job is completed the production staff will complete a 'Site Report' via a platform call JotForm's describing the cleaning and the results.Appointment Update - An administrator will create a PDF of the 'Site Report' and post it to the same appointment page the job generated.Approval for Invoicing - Once the job is completed and the Site Report has been confirmed an administrator will approve the work order for invoicing and pass it on to the accounting department.Invoicing - An invoice is generated in Quickbooks. The invoice is either PDF'd and/or printed.Remitting - The invoice generated is emailed or mailed depending on the customers request.Filing - File all paper copies.What About Those Custom Pages?Good question! We use two custom made items that help convey information pertinent to the job(s).Outlook - Public Folder Calendar Custom FormSite NotesLocationTimeLabour CostAttachments (Work Order, Site Reports and Misc)Word - Work OrderSite NotesPricingDescriptions of ServiceAccess InstructionsBilling InfoRepresentation InfoPhone NumbersOur ProblemsCRS has operated on this system (to varying degrees) for years. While the old saying goes "if it ain't broke don't fix it" we would like a more streamlined, accessible process. The current process allows for the office staff to access the system everyday but handcuffs the technicians to paper.The main issues are:Outlook Public Folders don't work on mobile platforms (Android, iOS)Paper gets passed around far to often causing multiple points of failureOrder takers have no access to the same system accounting usesAccounting has to transcribe the Work Order in to text the end customer will understand on an invoicePersonal scheduling differs from production scheduling.Unlike home service industries, ours cant simply book times on their own online. Different jobs require different time and investment.LimitationsAs it stands, none. We would like to maintain the use of Quickbooks but everything else is open to change.

B2B Strategic Marketing Plan

Summary:Create a comprehensive B2B marketing plan.How We Do It Now:All business we do is done organically, the only other source is our website and google.Scope for this project:Increasing revenue for our existing service.Increasing market share/brand awareness.Identify new market segments and opportunities.Improve customer acquisition/retention.Outcomes:A full marketing plan and presentation.Analysis of all four marketing mix elements; product, price, distribution, and promotion.Original research about our customers.Creative and actionable recommendations.

Marketing

CRS is looking for new ways and opportunities to market and reach new clientele, create a plan and gain a competitive advantage.Our only source of marketing right now is mostly done organically, our website and google presence.- We want to find the best way to market a B2B in our field and area.- Media planning, social media, advertising online/offline and the benefits.- Best advertising channels for B2B in our field to help us be more effective.- Other avenues we can utilize to help us improve in all aspects.