CRM Strategy and Getting Started with Zoho CRM

If you are currently shopping around for the right CRM System, chances are that you already understand the value of customer relationship management. Right? 

Have you come up with a clear plan or strategy for HOW you will use Zoho CRM in your business? New technology is fun and the idea of automating processes is very appealing. The hitch is that planning work needs to be put in before you start uploading contacts and setting up workflows. 

If you already have a CRM Strategy, then you can jump down the page to the "Intro to Zoho CRM" section.

 

Offer Value + Listen, Watch and Ask.

Clients ask me about how to write social media posts that will connect with their customers or emails that will get opened because of a good subject line.

The first thing I tell them is to be sure they are offering something of real value. Offering value is through your marketing is called a  content marketing strategy and it's a powerful tool.

The second thing I...

Continue Reading...

Practices to Better Employee Well-being in the Workplace

Guest Post by Louisa Garcia Moreno

Employees today spend most of their lives in the workplace and when it’s not designed with their well-being in mind it can be a stressful and draining experience and could potentially harm their performance.

Safeguarding the mental, physical, emotional and financial health of employees in the workplace is the goal of corporate wellness. The effects that stress and poor health can have over performance levels and business success should not be underestimated. When lack of wellness inadvertently becomes part of a company’s culture it can have serious consequences for a business — what begins as employees’ poor performance may eventually translate into poor performance at a corporate level.

According to findcourses.co.uk’s 2019 L&D Report, the linking factor between well-being and business success is employee engagement, which in turn influences performance and productivity. Highly engaged employees typically...

Continue Reading...

5 Reasons You Need a CRM Strategy

What is a CRM?

CRM stands for Customer Relationship Management. This term is used by sales teams to describe contact management for leads. Among high-tech marketers, it usually refers to the software or systems used to manage relationships. 


    Before you jump into a CRM software, remember that first and foremost CRM is a part of your sales and marketing strategy. If your goal is to grow long-term relationships with customers and prospects over time to increase revenue and lifetime value, then you are seeking a smart CRM strategy. Everyone has a different bend on what CRM Strategy means - ranging from personalized communications to retargeting email ads. At the end of the day, CRM is all about how you can optimize Customer Relationships to maximize your sales.

 While I could go into all of the logistics behind why CRM is vital to your business. Today I'll keep it simple by sharing with you 5 simple reasons that a customer relationship management...
Continue Reading...

Social Media for Real Estate Agents

Uncategorized Aug 02, 2019

Since Beckmann Collaborative is based in Austin, TX it is easy for us to visit clients in nearby Texas cities. It is also fun to go on a road trip! This week, we had the pleasure of visiting Killeen, Texas to work with the incredible team at NextHome Tropicana Realty  Our focus was on using social media marketing as an individual agent and how you can cross-pollinate your content with the company's social media. 

Quick Brag About This Team of Realtors

The team at NextHome Tropicana Realty is passionate and driven to support their local community in Killeen, TX. When we talked about their professional goals as an agent, the focus was not on money or becoming a "local celebrity."  These individuals were all about giving back and empowering others. Their target audience includes active-duty soldiers and their families, veteran retirees, army reserve folks, and beyond. One of the common topics was about the concept that buying a home seems...

Continue Reading...

Why We Chose Kajabi for a LMS (Learning Management System)

training Jul 24, 2019

As a company with education and professional development rooted in our mission, we spent a good amount of time searching for the right LMS (Learning Management System).  While we loved using Wordpress for our website, finding an LMS plugin with a smooth integration was a challenge. 

 

Several clients and partners talked about Teachable, Udemy, and Thinkific. All of those platforms are great for certain people and companies. For us, we found them limiting. All of those platforms have a big database of customers who are often categorized as "casual learners" or inactive. Those are not the people who get value from deep-dive training that requires logical thinking and some elbow grease to get the work done right.  

For Beckmann Collaborative, Kajabi had the key elements we needed to cohesively work together. That includes a functioning website, LMS, ecommerce, triggered emails, and other marketing tools. Not only do they have all of...

Continue Reading...

Guest Blogging Marketing Value & Guidelines

Blogging in itself offers a wide array of benefits to your brand. Not only does it increase SEO, but it can also reflect your expertise to potential customers or clients.  Businesses of all sizes and across many different industries have found blogging to be a strong tactic in their content marketing strategy. 

 

What is guest blogging?

Guest blogging is the practice of writing an article or blog post for another company's blog. This is a way to build relationships, increase your authority, get broader brand exposure, and (of course) build backlinks for SEO.  Inbound links, also called backlinks, are a primary SEO ranking factor for search engines. Guest blogging offers an opportunity for you to write valuable content and link back to your own website.

 

Quick Lesson About SEO (Search Engine Optimization) 

Technical SEO Considerations:

  • The website must load quickly on all devices 

  • ...

Continue Reading...

About Beckmann Collaborative, LLC

training Jul 01, 2019

Beckmann Collaborative is a business training and marketing consulting firm based in Austin, Texas. We serve clients throughout the United States of America. Our mission is to transform teams from disorganized, fractured marketing efforts into those with a cohesive collaboration with better results.

We co-create innovative solutions with our clients around their marketing, sales, and operations. Together, we solve problems and create structures that allow each business to grow and evolve.

 
 

Our Values

Wisdom, Integrity, Collaboration, and Freedom

Wisdom: The thoughtful application of the knowledge gained is a reflection of your business acumen and grace. Beyond consulting, we educate clients and support them in applying new ideas and information to better their company. 

 

Integrity: The act of being reliable and honest in all parts of life reflects a deep trust. From the first meeting to the day a project is complete, we always share the truth about...

Continue Reading...

Training Your Salesforce To Master Presentations

Guest Post by Don Matejko

Strong presentation skills are important for any sales professional, especially when the products or services being sold are complicated, expensive and/or unfamiliar to the prospect. Some salespeople are naturally gifted presenters, but most acquire their skills through experience and training. If you are responsible for training in this area, here are important tips to bring your salespeople along quickly in the art of sales presentation.

 

1. Establish a training knowledge base

Effective presentations require the presenter to be credible and authentic. No amount of pre-packaged text and dazzling imagery can cover up a presenter who doesn’t really know what he or she is talking about. In contrast, a presenter who exudes confidence and understanding can effectively turn prospects into customers even if the presentation itself is flawed. With this in mind, salespeople should have a very strong understanding of products, services, their company,...

Continue Reading...

BIG Decision Making in SMALL Business

goals strategy May 28, 2019

A recent survey of business decision makers presented some very interesting results.

"86.8% of respondents report that their work environment is in constant flux or lacking clear correct decisions, and 40% say that they’re motivated to change their decision making process because of changing market conditions."

 

While we absolutely lean on data here at Beckmann Collaborative in our decision making, it's vital to hold on to our key instincts based on life/work experience. This survey by Alpha, a product testing and development company based in New York, found that the central lesson is that "while having data is certainly necessary for good decision making, it’s by no means sufficient."

 

Data Vs. Experience in Decision Making

For thousands of years, business owners made decisions based on their prior knowledge - the data in their minds. Within the past 15-20 years, the digital age has shifted decision making to lean exclusively on...

Continue Reading...

Connecting with Customers Using Zoho CRM

crm strategy zoho May 15, 2019

The following information is sourced from the Zoho CRM help guide. I found it to include helpful insights, so I'm sharing it with you. 


While customer relationship management is an important aspect of running a business, it can often become overwhelming due to the extensive amount of work involved. You must always ensure you are keeping in touch with your customers through email and over the phone so you don't miss out important leads or a potential deal. In the meantime, it is also crucial to stay on top of your projects. Sometimes such multitasking may show downside effects on the overall functioning of your business.

Zoho CRM aims to make this easier for you by providing multiple features under a single platform. Collectively, these features can help you a great deal in enhancing communication with your customers.

 

Email: You can send emails to your customers from your Zoho CRM account. You can also integrate your personal email accounts with CRM to make sure the...

Continue Reading...
1 2 3 4 5