Have you considered the hygiene of your CRM Data?

Yes, dirty data could be a major problem in your organization. Maybe you have been doing some spring cleaning around the house. Well, it's also a good time to give your CRM data clean-up. 

Clean, organized, and accurate data is essential for the success of your sales and marketing efforts. This is the data you use for personalization of your marketing campaigns and automations. 

How Does Your CRM Data Get "Dirty" to Begin with?

"Dirty" or bad data is information in your CRM that is inaccurate, duplicate, missing, outdated, or simply input in the wrong format. These are the most common ways for your CRM to have "dirty" data.

1. Information gets outdated every year... 

• 40% of email users change their email address at least once every two years
• 20% of postal addresses change each year
• 18% of phone...

How do you know if you NEED someone else to guide your CRM training?

Zoho CRM Training Checklist

We have put together a checklist of questions to ask yourself to use when deciding whether you can learn on your own or if it's better to get outside help. 

If you landed here and are unclear about what a CRM system is or why you need it, then read this article first. It discusses the key reasons you should map out a CRM Strategy before jumping in to setting things up.

CRM stands for Customer Relationship Management. This article talks about the software or systems businesses use to manage professional relationships (i.e. clients, customers, partners, and vendors).

Who is Your CRM Owner?

There should always be a person on your team who is designated as the "owner" of your CRM. This means he or she is accountable for the health of your CRM system and...

B2B companies without a LinkedIn marketing strategy are missing big opportunities. 

Did you know that there are nearly 800 million individual users on LinkedIn in more than 200 countries?  

And there are over 57 million companies with business pages on the platform.

LinkedIn is definitely the place to be for businesses and professionals to market themselves. According to LinkedIn, their growth rate is currently two new members joining per second. In Microsoft's FY21 Q2 update, it was reported that user sessions grew 30% over the previous three months, and the platform's total revenue increased 23% in that period.

Things have only continued to grow. This past January, Microsoft reported that LinkedIn had record engagement on the platform last quarter. "LinkedIn has become one of the world’s largest platforms for professional events, with...

Do you ever feel like your brand identity gets lost in the day to day operations of the company?

You aren't alone! Maintaining a strong, consistent company brand takes effort and a bit of planning.

The Beckmann Collaborative team usually asks new clients about their brand values, brand guidelines, and overall brand identity while we are onboarding. Surprisingly, the responses to these questions are often something like, "here's our logo, but we don't have any guidelines or anything."

 Our reaction internally is something like this....

While a brand can be whatever you want it to be, not knowing or sticking with your brand identity is a problem. 

Brand Identity: This is your brand's outward expression. It includes the company name, logo, brand values, value proposition, and all communications. It is how the world recognizes your brand as uniquely...

What is your business doing to have a successful holiday season and wrap up the year nicely? 

We have a few ideas that may help you think about the joyful to-dos for your business this December. 

1. Send Personalized Cards

Yes, this is a no-brainer on your holiday to-do list as a business that cares for its customers. However, the important word in this to-do is "personalized." 

Whether you send a printed card, a gift, or even just an email, the important part of the experience for customers and partners is personalization. No one wants to feel like another number in your rolodex. Make sure they know that you know who they are and that they matter. 

Yes, there are semi-automated ways of doing this (if you really cannot afford the time). However, I emplore you (specifically B2B companies) to make time to think about your customers / clients. Aim to...

This is the fifth and final article in our business and marketing automation series. If you missed the other articles, we recommend checking them out too. Here's what we've talked about so far...

1. Sales Team Automations in Your CRM offers some specific ideas for automations you can setup to help your sales team close sales faster and make them work more efficiently. 

2. Email Sequences talks about the smart ways to use email automation that help your business and how they compare with email templates. 

3. Marketing Automations in Kajabi is a unique topic for our community interested in hosting online courses and using that platform. 

4. Automating Accounting and Bookkeeping shares automation ideas (mostly in the Zoho Finance Suite) to make your life easier. 

 Invest in Nurturing Client Relationships

What if you could...

Accounting and Bookkeeping Automation Ideas

As we continue our journey through some great automation ideas, this week the focus shifts to finance.

Yes, there are things in your bookkeeping and finance software to automate and make your life easier. Since we use the Zoho Finance Suite, most of the automation ideas here will reference those apps. However, many of these can be done in other platforms or by using tools such as Zapier.

If you missed the previous articles in the automation series, you can catch up. The first article was about Automations for your Sales Team.  That one provides useful CRM Automation Ideas to help your sales team close deals faster. The second article talked about Email Sequences and Email Automations where we shared clever Email Automations to engage both prospects and customers.

Avoiding Double Data Entry

Connect...

Beckmann Collaborative needs your help! We need to hire a fantastic, lovingly honest administrative and operations specialist to support our team. Are you up to the challenge? 

Job Description

This position is ideal for someone interested in marketing and relationship management. The Administrative and Operations Specialist will be the connective tissue among the Beckmann Collaborative team. What the heck does that mean? We are each heavily focused on our tasks for individual clients and in need of someone who can keep us connected with each other through your efforts such as daily updates email.

What You'll Be Doing

• Availability Tracking: Get each team member's daily and weekly hours limit and schedule ahead (e.g. Candice is available for 30 hours per week. She cannot work on Wednesdays after 1pm). Use a calendar or other tool to track this each month.

 ...

Sell Online Courses Faster with Kajabi's Marketing Automation Tools

Beckmann Collaborative has been using Kajabi to host our online courses and resources for several years now. About two and a half years ago, we made the leap to move our entire website over to Kajabi from Wordpress. [I still love Wordpress as a website CMS].

When you need a no-code "one-stop shop" software to market and sell online courses,  membership sites, products etc, Kajabi is likely to come up in your search. 

You may already know that we really love marketing automation. And that is why we've been writing this series of articles on the topic. The first article was all about helping your sales team to automate in your CRM. In the second article, we dug into the specifics of automating emails - specific email automation sequences. And this article specifically talks about the cool, helpful...

[UPDATED JANUARY 31, 2022]

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 People and Credentials

Candice DeRiso, Owner

Marketing Strategist & Trainer

Candice is a marketing strategist and trainer focused on supporting growing businesses to find, attract and retain their ideal customers. Her professional journey includes marketing for Broadway shows, Carnegie Hall, high-tech companies, and a...