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Perfect Referral

Business is all about providing great value, great services, great support, relationships and very importantly rewarding our suppliers and partners with referrals. Below you will find descriptions of the “Perfect Lead”, for our various divisions and a form that you can fill that will allow you to give us as many details about the referral you want to send us:

Note: We always pay a finders fee for all referrals that convert to business.

The Perfect Serex Lead

For our Business Process Automation Group, Compliance Tool & Call Centre Divisions:

Before highlighting the characteristics of a Serex perfect lead one must understand that a McDonald’s is not a hamburger joint. It is a highly sophisticated and finely tuned business process that franchisees are paying millions of dollars for.

Our goal is to help companies become a McDonald’s. Our process is simple:

    1. We start by mapping the various processes and workflows
    2. Once mapped we then optimize those processes and workflows
    3. Next we automate those optimized processes and workflows using all kinds of different tools and systems like:
        1. CRM systems
        2. Marketing Automation systems
        3. Customer Service systems
        4. Project Management systems
        5. Low Code / No Code systems
        6. Procurement systems

We have had success in many different types of companies. The best ones for us are companies or individuals that have one or more of these characteristics:

      1. Are selling their company and would like to review, optimize and automate their processes / workflows to increase valuations.
      2. The company payroll is too high and needs to reduce head counts to increase profits
      3. Not running efficiently, too many items from service to sales to admin are falling through the cracks
      4. Have a Sales Force (inside and/or outside)
      5. Attend or exhibit at many Trade Shows / Conferences and are not following up on those leads systematically
      6. Are managing over 500 contacts (that includes suppliers, prospects & clients)
      7. Their information is in too many places
      8. Are spending too much time on Administrative Tasks
      9. Finding Health & Safety or other regulations hard to adhere to and keep track of
      10. Do Not have Contact Management or CRM system …  i.e. maybe just using Spreadsheets or Outlook
      11. Spending Money on Marketing Campaigns
      12. Lead conversions are relatively low
      13. Are Speakers
      14. Are Consulting Companies
      15. Complaining about employees (ie. sales) that are not populating their CRM
      16. Need human responses for customer service
      17. Need to obtain CASL | CANSPAM consent from their prospects

Specific Verticals / Type of Companies:

      1. Financial Services
      2. Transportation
      3. Advertising Sales (Radio, TV, Print)
      4. Consulting companies
      5. Associations
      6. Manufacturers
      7. Sales agencies

Role in Company:

      1. CEO
      2. COO
      3. President
      4. Owner
      5. VP Sales & Marketing

Annual sales volume: $250k – $250M

For our Procurement Division:

We provide a purchasing tool that will substantially reduce the cost of the purchasing process and the cost of goods. We are most effective in environments that purchase many products from multiple vendors. The ideal company will have at least one full time buyer. So the best ones for us are companies that are / have:

      1. One or more full time buyers
      2. Purchase over 500 s.k.u.’s of products as manufacturing inputs (raw materials)
      3. Have at least three (3) suppliers for each product
      4. Who purchase over $1M per year

And … Are either:

      1. Manufacturers
      2. Distributors
      3. Wholesalers
      4. Chains

Specific Verticals:

      1. Food Services
      2. Hospitality (Hotel, Resorts & etc)
      3. Health and Beauty
      4. Electronics

Role in Company:

      1. Chief Procurement Officer (person that buyers reports to)
      2. Supply Chain Manager
      3. Purchasing Manager
      4. Chief Financial Officer
      5. President
      6. CEO / COO

Annual purchase volume: $1M plus

For our Medical Divisions:

We are looking for owners or buyers who work at companies with the following profiles:

      1. Any physiotherapy rehab / hospital
      2. Physiotherapy clinics
      3. Rehab clinics
      4. Hospital buying groups
      5. Large & small retail pharmacy owners (chains and independents)
      6. Medical products buying groups

 

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