When talking about financial services for content services, your conversation should be more
solution based. You want to provide information for developing a solution that could address
scanning paper archives to a digital format to documents used in important daily transactions
in AP/AR/HR/Contracts departments. We are selling better access to information, the security
that digitization provides and digital storage that will ensure that information is safe from an
unforeseen event. Listening and learning from your conversations, you can steer your talk
track about content management and information access. Once qualified, you can then
register the lead in CRM so the ECM team can review it.
Information to Include in your Talk Tracks
1. Securely store all financial documents with a proven disaster recovery backup solution
2. Reduce time spent retrieving documents with immediate search results based on
keywords
3. Eliminate unnecessary, inaccurate and redundant financial data entry and streamline
overall operations
4. Manage the flow of financial information to ensure proper organization company-wide
5. Improve accuracy on approvals with streamlined routing to the appropriate department
managers
IIM SMB Call Script #1A – C Suite
Persona: President, President, CEO, CIO, CTO, COO
Top-of-Mind Challenges: Enabling remote worker access to essential documents &
workflows | Secure remote access to documents
Hi, this is ___________ from Konica Minolta. I am calling to check in about the challenges
you are facing in the current business environment.
<Pause for Customer Feedback/Discussion>
We’ve been finding that many businesses were caught unprepared for the pivot to remote
work and discovered several gaps in their ability to support secure access to data and
document processing. How are you managing secure access to data and document
processing today?
<Pause for Customer Feedback/Discussion>
I have valuable information to share about services to digitize files located in the office, and
a cloud-based solution to support access to your documents and processes from anywhere
– so your team does not have to go into the office and still can get essential work done.
<Pause for Customer Feedback/Discussion>
I can set up a time to go into more detail and discuss your challenges with our Digital
Transformation team. I have some time open next Tuesday and Wednesday. Which day
would work best for you?
Thanks for your time today; I appreciate it.
IIM SMB Voicemail Script #1B – C Suite
Hi, this is ___________ from Konica Minolta. I’m calling to share valuable information about
secure access to data, digital forms, and document processing. I would like to schedule a
brief meeting on your calendar to talk about how you are managing these challenges.
If you need to ensure that your team can work from anywhere, we can help you with services
to digitize records, manage your content, and use a cloud solution for secure remote access
to essential documents.
I would like to schedule an appointment to explore ways we can help you. Let me know if you
have time open for a brief discussion.
You can reach me at XXX-XXX-XXXX. I’ll also send you a follow-up email -- so if you prefer
you can reply to let me know a good time and day for you. This is ___________, and my
number is XXX-XXX-XXXX. I look forward to hearing from you.
IIM SMB Call Script #2A – Human Resources
Persona: VP-HR, HR Director
Top-of-Mind-Challenges: Remote work agreements | Employee change requests,
Onboarding | Compensation & performance workflows
Hi, this is ___________ from Konica Minolta. I am calling to check in about the challenges
you may be facing in your HR operations.
<Pause for Customer Feedback/Discussion>
We’ve been finding that many businesses were caught unprepared for the pivot to remote
work and discovered several gaps in their HR operations. In fact, we are hearing about
challenges with the large volume of employee change requests, processing employee remote
work agreements, and onboarding of furloughed employees. How are you managing these
or similar processing challenges?
<Pause for Customer Feedback/Discussion>
I’m confident you will benefit from a brief discussion about services to digitize HR files located
in the office, and a cloud-based solution to support access to your documents and processes
from anywhere - so your team can handle the increased volume of work from any location.
<Pause for Customer Feedback/Discussion>
I can set up a time to go into more detail and discuss your challenges with our Digital
Transformation team. I have some time next Thursday or Friday. Which day will work best for
you?
Thanks for your time today; I appreciate it.
IIM SMB Voicemail Script #2B - Human Resources
Hi, this is ___________ from Konica Minolta. I am calling to get a few minutes on your
calendar to talk about how you are managing HR processes during the pandemic. So many
organizations have concerns with secure data access or digital forms vs. paper forms to
service their remote employees. We are hearing about businesses facing a large volume of
employee change requests, processing employee remote work agreements, and onboarding
furloughed employees. We offer services to help businesses like yours address these
challenges.
If you need to ensure that your team can be productive from anywhere, then I have valuable
information for you. You can reach me at XXX-XXX-XXXX. Let me know if you have any time
open for a quick discussion around how we can help you with business continuity. Again, my
name is ___________ and my phone number is XXX-XXX-XXXX.
I look forward to hearing from you.
IIM SMB Call Script #3A – Accounts Payable
Persona: CFO, VP Finance, Controller, Accounting Manager, A/P Manager
Top-of-Mind-Challenges: Enabling remote worker access to accounts payable work
process | Secure remote access to data and forms | Completion of accounting tasks in a
timely manner
Hi, this is ___________ from Konica Minolta. I am calling to check-in to see if you need help
enabling your accounting teams to perform work from any location.
<Pause for Customer Feedback/Discussion>
We’ve been finding that many businesses were caught unprepared for the pivot to remote
work. They have discovered challenges in ensuring that their Accounting teams keep
functioning while staff work outside the office. If you have remote workers, how are you
managing secure access to essential financial information, and timely completion of
accounting tasks?
<Pause for Customer Feedback/Discussion>
To help businesses address sudden changes in how work gets done, we offer services to
digitize Accounting files. Businesses can also benefit from a cloud-based solution that
supports access to your documents and processes from anywhere. How would your team
benefit from an ability to handle an increased volume of work from any location?
<Pause for Customer Feedback/Discussion>
I would like to schedule a brief meeting to go into more detail and discuss your challenges. I
have some open time next Monday and Tuesday. Which day works best for you?
Thanks for your time today; I appreciate it.
IIM SMB Voicemail Script #3B - Accounts Payable
Hi, this is ___________ from Konica Minolta. I am calling to ask for a brief meeting with you
to talk about how you maintained your accounting functions during the pandemic.
Many accounting departments now face the challenge of sustaining productivity while remote
employees perform financial processes outside the office environment. We are hearing about
the struggles of remote workers with secure access to accounting data.
How are you managing to ensure that your team can work from anywhere?
We offer services to help digitize accounting records and maintain access to essential
documents through a cloud solution. Let me know if you have any time open for a quick
discussion about how we can help you with business continuity.
You can reach me at XXX-XXX-XXXX. I’ll also send you an email; so if you prefer you can
reply to let me know a good time and day for you. Again, my name is ___________ and my
phone number ix XXX-XXX-XXXX. I look forward to hearing from you.
IIM SMB Call Script #4A
Hi this is ___________ from __________, how are you doing, all things considered? How is
your team handling working from home? We’ve been working remotely for the last few weeks
and it’s definitely changed a lot of dynamics.
As we’ve been talking to our customers about how we can help, what we’re finding is that
Accounting is the main area that has to keep functioning but that a lack of remote document
access is creating issues for many. To help our customers address the remote document
issue we’re offering an integrated digital transformation solution for Accounting that is pre-
configured, cloud based and can be deployed and functional in 24 hours. I’d love to get a bit
of time on your calendar to show you, remotely of course, how we make this happen quickly
and affordably.
What would be a good time for you for a brief demonstration?
IIM SMB Voicemail Script #4B
Hi this is ___________. I’d love to get a few minutes on your calendar to show you how we
can help provide your team with remote document access and to empower your work from
home efforts with our digital transformation solution for Accounting that is pre-configured,
cloud-based and can be deployed and functional in 24 hours. Let me know if you have any
time open for a quick discussion about and demonstration of our capabilities.
You can reach me at _______________. I’ll also send you an email so if you prefer you can
just reply to the email letting me know a good time and day for you.
Or
Hi this is ________ calling from Konica Minolta. I’m calling to see if you have any interest in
increasing productivity around the office. We offer a Content Management Solution that
allows companies to not only go Paperless but also streamline processes which can help
reduce Administrative Costs by upwards of 60-80%. We’ve helped many corporations in your
area and would like to see if we can help you as well. Feel free to call me back at
____________ to speak further. Thank you.
