UPDATED September 14, 2023
If you are currently shopping around for the right CRM System, chances are that you already understand the value of customer relationship management. Right?
Do you have a clear plan or strategy for how your company will use a CRM system in your business? New technology is fun and the idea of automating processes is very appealing. The hitch is that the planning work needs to be handled before you start importing contacts and setting up automations / workflows.
If you have already created a CRM Strategy, then jump down this page to the "Intro to Zoho CRM" section.
Marketing Is About Offering Value: Listening, Watching, and Asking.
Clients often ask me how to write social media posts that will connect with their customers or emails that will get high open rates from a strong subject...
Hello, fellow Zoho Campaigns users! It comes as no surprise that there have been a series of improvements in 2023. This article digs into the specific updates.
What is Zoho Campaigns?
Zoho Campaigns is Zoho's email marketing software that is primarily utilized for broadcast messages, such as a newsletters. A company can create email campaigns that are mobile-friendly (responsive designs) with customized messaging using contact field data, such as company name. You can segment email campaigns based on a variety of data points including email activity and contact fields. And you can use a simple drag-and-drop builder to create robust workflows that are automated.
One of the biggest advantages to using Zoho's email marketing application is the long list of built-in integrations including Zoho CRM, Salesforce, Hubspot, Zoho Commerce, Shopify, Zoho Flow, Google...
The people who've worked with Beckmann Collaborative over the years always knew us as marketing strategists who appreciate following a smart process. About 6 years ago, a client in the financial services sector asked us for help with his processes within his Zoho CRM account. We weren't Zoho CRM Consultants then. But this client knew Candice DeRiso (then Beckmann) well enough to trust she would dive in. Boy oh boy, did she get into that CRM, and there was no turning back.
From Marketing Consultant to Zoho CRM Consultants Within A Year
After just a few days "tinkering" in this Zoho CRM account, Candice found herself ready to leave her old database provider (Insightly) - yes, it seems embarrassing now in comparison to Zoho. Within 1 year, Candice was certified in Zoho CRM and consulting with several existing clients. We found the connection between powerful content marketing...
Benefits of Collaboration in the Workplace
In today’s competitive business landscape, collaboration in the workplace is one of the keys to success for any business. Among the many benefits of collaboration in the workplace are employees clearly communicating, prompt adaptation to challenges, develop confidence to undertake risks, and enjoy higher levels of productivity. Creating a thriving work environments can help improve the quality of a team's deliverables and elevate team morale. There are many different ways to strategically create a workplace of collaboration. This article explores some practical advice for small business owners to apply within their companies.
Create a Culture of Open Communication
The responsibility of creating a culture of open communication rests on the shoulders of managers and the C-suite, according to Grove...
As a small business owner, I prefer working with Independent Contractors
Why? Simply put, independent talent is excellent to work with.
When you run a small business, it's important to have people ready on your "virtual bench" who can quickly jump onto a project or work with a new client.
What kind of person becomes an independent contractor? Why would someone take on the risk of being solo instead of having the security of a full-time employer?
Contractors have more flexibility, autonomy, and room for creativity. It's ideal for people with an entrepreneurial spirit. And THAT is a big part of why they are so great to work with when you're a small business owner or entrepreneur yourself. In addition, hiring a contract worker rather than a full-time employee could save your business money.
There are some limitations and potential...
Content Marketing is about presenting your message(s) across multiple channels in a way that clearly and consistently reflects your brand (and the ideas you're sharing). Executing a strong content marketing strategy means having unified messaging, which requires a connected team using connected marketing apps or platforms.
As a B2B marketing strategy team, Beckmann Collaborative's primary goal in content marketing is to drive engagement at every touchpoint using an easily managed process. Let's emphasize this part - having an Easily Managed Process is key to being successful. You can write the best copy and make cool images, but if it's too complicated to get it published and shared, then it's useless.
The marketing data from different apps must be connected for actionable reporting and consistent user experience. The good news is that it's no longer...
In the past, we've talked about using your customer intelligence to improve content marketing. This article digs in further at how you can be generating more website traffic with SEO by leveraging your CRM data. Businesses rely on online visibility to attract new customers and connect with existing ones. Today, search engine optimization (SEO) remains one of the most effective ways to solidify a business's digital presence by ranking high in search engine results.
According to data from StatCounter, Google remains the search engine market leader at 93% of search traffic as of January 2023. Bing is the closest competitor with 3% global share while Yahoo!, Yandex, Baidu, and DuckDuckGo share the majority of the remaining 4% search traffic.
You can find out about your website's search engine traffic in your Google Analytics under the Acquisition reports and changing the dimension...
How can a marketer stand out from the thousands of others?
Marketing leaders are in a tough spot. The world is changing fast, and the skills required to succeed in the modern marketplace are rapidly becoming more sophisticated.
"Hard skills" refer to those things you can learn in a classroom or through hands-on training, such as how to use spreadsheets or write code. "Soft skills" refer to more abstract qualities like communication and empathy—things that aren't necessarily taught in schools or on the job, but which can make or break your professional success. Though soft skills are a vital way to differentiate yourself from other marketers, gaining certifications, continuous education, and training for your hard skills are important for driving your career forward. Many technical skills continue to be acquired while on the job, but marketing managers still...
Your Big Time Saver: Integrating Zoho Forms with Zoho CRM
This fall we've worked with several clients on some CRM maintenance - cleaning up fields, making sure data is complete, getting up to date information filled in, etc. It can be very tedious if you do not have several people contributing or one person dedicated to the work. Instead of waiting until December to cram in a bunch of maintenance clean up work, maybe you should make it easier by going to the source - Your Clients / Customers.
Many people think of Zoho Forms as a way of collecting information from cold sources for email sign-ups, bug ticket tracking, event registration, and so on. However, there is much more you can do with it. This article includes both strategy and some specific how-to steps for you. The goal is for you to have less work while keeping your CRM database up to date AND creating a useful...
Your business can have social impact without ignoring revenue or growth
When a business aims to do more than sell products or services by giving back to the community in some way, we call it social impact or corporate responsibility. This is an initiative that aims to improve the lives of others while continuing to generate revenue and representing to the public that the company is altruistic. Larger companies use their social impact initiatives to recruit and retain employees by providing them with a sense of a bigger purpose.
If you are a small business owner with limited cash flow or resources, this may seem like a far fetched or unrealistic idea for you. Today, we challenge you to consider the good that social impact plans can make on everything - your community, your band, your team, and your bottom line.