Cheers to You! Happy Holidays from Beckmann Collaborative

This year, more than ever before, we are so very grateful to work with our clients and collaborators. Randi, Elizabeth and I really enjoy supporting each company and their team. It is thanks to open minds, patience and shared drive for success that we have accomplished so much together in 2020.

In 2020 we learned and reaffirmed:

1. Trust is the Foundation.  For us, loving honesty is key to our success in building relationships of trust. Sometimes we see ways to make content marketing or CRM process better and it may contradict what clients say they want. We could bow down and pretend the client is always right, but then they would not succeed. Instead, we share honest feedback in a loving way. This is how we build a foundation of trust.

 

2. Frequent Communication. Especially in these times of remote working a an increased number of virtual meetings, communication breakdowns are all too easy to come across. We added a few new layers to our internal and external...

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Digital Marketing Quiz

strategy Sep 16, 2020

Do you really know digital marketing?

We've put together a 3 Question Quiz to test your knowledge... just for fun.

 

 

Yes, digital marketing is SO much more than statistics. Though it is helpful and fun to understand our own company statistics by evaluating our data analytics from Google Analytics, social media, CRM, email marketing, and other platforms.

How often are you measuring your marketing? If you're not sure where to start, then let's talk about it. Schedule a free consultation.

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Does your content marketing use Customer Intelligence?

crm strategy Aug 11, 2020

Your Content Marketing will significantly improve once you begin applying customer intelligence and here is why...

People Buy because of other People, much more so than features or anything else. 

Customer Intelligence can help you to understand your people. 

What is Customer Intelligence?

Customer intelligence is a process of gathering and analyzing information about your clients and customers. It may include demographic details, how they interact with your business, personal preferences, and buying behaviors. We often call collect this information through the process of market research.

Marketers use this customer information to create customer personas and to build more effective content marketing strategies.  Our goal is to create a deeper relationship with customers and make business decision-making easier.

All of this sounds great, but what is a realistic way to gather this information? That's the hard part after all.  You are...

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Zoho Analytics: How it Works and Lessons Learned

strategy zoho Jul 16, 2020

If you are new to the Zoho Suite of applications, then you will understand what I mean when I say there are a LOT of options - so many that it can be overwhelming at times. What's more challenging is that you can find similar features and functions available in different Zoho apps, and they are used in slightly different ways.

Over the years of learning as much as I can about this suite of software tools, I have often enjoyed the variety of challenges. Other times, I just want a straight answer. Among the apps that the Beckmann Collaborative team has learned (and will continue to learn about) is Zoho Analytics. What a powerful tool for a business!

 

What is Zoho Analytics?

This is a business intelligence (BI) data analytics platform. It lets you create beautiful charts and reports to easily analyze your business data. Who doesn't love data visualizations?

I can get what I need from Google Analytics and my individual marketing channel analytics. So why would I...

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5 Tips On Creating A Positive Company Culture

goals guest blog Jun 16, 2020

GUEST POST by Heather Redding


We all spend the majority of our waking hours at work these days. Our careers make up a considerable portion of what we do each day and how we operate. It’s no wonder, then, that many of the most talented people in the current landscape are keen to work for companies that put their needs and satisfaction first.

The term “company culture” isn’t just a buzzword for recruitment. Your culture describes how people feel when they’re working in your office, and how connected your team is to each other and your goals. According to Deloitte, 88% of employees and 94% of team executives believe that good workplace culture is essential to any business's success.

So, how do you create a positive culture for your business?

Analyze Your Employees

When you’re building a successful sales and marketing strategy, where do you go first? The answer is usually you look at your CRM. Your customer relationship management tools will give...

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CRM Best Practices: Workflows and Maintenance

Part 3: CRM Workflows

Welcome to the third and final installment of our CRM Best Practices series.  These articles walk you through how to evaluate, setup, and properly use your CRM software.

If you missed the first article, then you can get started with your CRM evaluation. The second article includes valuable tips on CRM user best practices.

This article covers important tips for your CRM workflows through both initial setup and recurring maintenance of your database. These tips can help the growth of your business and improve decision making.

 

What is a Workflow?

A workflow is simply a routine or recurring process used to get the best results in the most efficient amount of time. It can be illustrated as a series of steps in a diagram or a checklist showing what needs to be completed and the sequence.

Read more about marketing workflows in this previous article: Creating a Marketing Workflow

 

A key piece of your CRM workflows is...

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CRM User Best Practices: Making the Most of Your CRM Software

crm strategy training May 14, 2020

We've put together a series of articles that will walk you through how to evaluate and setup your CRM. This is the second article in the series. If you missed the first article, then you can get started with your CRM evaluation. This second article includes valuable tips on CRM user best practices. The third article will cover recurring maintenance for the growth and scalability of your CRM.

     Small businesses usually deal with less bureaucracy than conglomerates, and this is often a good thing for process and productivity. However, it also means that the team can end up overwhelmed by trying to keep track of things that would normally be spread across several employees. The overwhelm can lead to lost sales and missed opportunities as the important clients get lost in the shuffle.

 

Here are 5 CRM User Best Practices for success

 

1. User Adoption and Processes 

    If you are the leader in your organization, then...

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Recap: Zoho CRM User Group

training zoho May 04, 2020

Since so many of us have been bummed about Zoholics being canceled, I decided to host a virtual Zoho CRM user group.  As luck would have it, a fellow partner (Josh Wagner, Stratosphere Sales) enthusiastically agreed to join me and offer his Zoho insights too. My only expectation was for a few people who already know me to show up. The response was great, and the user group itself was even better. 

About 13 of us showed up in a virtual meeting last week. We got to know each other, shared experiences about CRM best practices, and I think we all learned a few useful things.  

 

Some of our big takeaways:

  • While Zoho offers a fantastic suite of products, it is a challenge to know enough about all of the apps.
  • We are all looking for resources to learn more and get our questions answered.
  • There are several online communities that are helpful to know about: 
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CRM Best Practices: Evaluating Your CRM Setup

Setting Up Your CRM

When you first begin using a CRM platform (such as Zoho, Keap, Hubspot, or Salesforce), the ideas seems simple enough - get all of this information from my spreadsheet of contacts into one place.  Then you begin learning about all of the cool features such as email templates, workflows, and integrations with other software you use. Shiny object syndrome may hit you. We've all been victims to it before, so you're not alone. 

Over time, that shiny CRM platform becomes... well, a mess. And using it slowly shifts into the category of "tools I should use, but generally avoid." When you hit this point, it's time to evaluate. Either have someone else in the company take on this task or hire a third-party marketing consulting. As the primary user, it can be difficult to honestly evaluate your CRM. 

 

 

CRM Best Practices Guide

We've put together a series of articles that will walk you through how to evaluate your CRM. This is the first...

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Marketing Audits Webinar

strategy Apr 03, 2020

Join Candice DeRiso and Chitra Iyer for a webinar on April 22, 2020

A marketing audit is a comprehensive, systematic,and periodic examination of a company's marketing. It is used to evaluate your marketing assets and activities, and using the resulting analysis to aid your business in planning. An audit should cover both an analysis of the external situation facing the business and a thorough review of internal marketing goals, strategies, capabilities, processes, and systems. The results are actionable recommendations for the company.

Read More About the Webinar

 

There is a LOT to say about marketing audits, so we've gathered some resources you may want to read through. 

An article from The Balance SMB offers 5 Reasons to Conduct a Marketing Audit in Your Small Business.

 

99 Designs wrote about When and Why you should do a marketing audit. "The best kind of audits usually begin at a holistic level, dive into deeper detail and end with a...

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