Case Study: Marketing Operations Improvements Using Zoho CRM +

crm strategy zoho Sep 18, 2018

What do you do when your business requires 30+ documents from the client for them to work with you?

Do you email them a list of all the documents and wait for a reply?

Do you repeatedly call the client and ask for the documents to be sent by a specific date?

This is a problem I recently faced in a marketing operations improvement project. The reason I describe it as marketing operations is because the client communication channels is key to the company’s reputation, which is their number one way of marketing themselves – strong processes and communications. The company was already a user of Zoho CRM, so making sure that the marketing operations improvements worked with that platform was important.

 

The Project Requirements:

  • Collect 30+ forms and documents ranging from a simple contract to detailed personal financial information
  • Get digital signatures on some of the documents
  • Make it easy to collect the documents
  • Make it easy to submit the documents
  • Create email...
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CRM Systems: Managing Customer Relationships

DEFINE CRM (Customer Relationship Management)

Customer relationship management (CRM) refers to the business strategies, processes, and technology that businesses use to organize and improve relationships with customers and other key contacts such as vendors and partners.  We collect data about customers, analyze the information, and use it to improve business relationships, boost customer loyalty, grow sales, and even make product improvements.

 

The most important letter in the CRM acronym is the R (Relationship). Whether you track relationships in a spreadsheet, a CRM software, or a notebook is not the largest concern.  It is the focus on relationship building and developing empathy for your customers that is the highest priority. The collection and organization of data about those relationships shows up in your CRM system.

 

What’s a CRM System?

A CRM system is a term that’s often used interchangeably with the term CRM software....

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Find Your Ideal Customers Using Google Analytics and Zoho CRM

crm customer journey zoho Sep 14, 2018

How do you use Google Analytics and Zoho CRM to Create a Profile of Your Ideal Customers?

We all know Google Analytics is a powerful tool to understand what is happening on your website. The data is all anonymous, but it provides us with such interesting insights about website visitors and their behaviors.

Your Zoho CRM (Customer Relationship Management) software has a different kind of power. The data you’ve collected about the people you already know is in a centralized place where you can pull reports and see patterns.

How do you use these two business tools to create a profile of your ideal customers?  There are three key areas to look into: Demographics, Behaviors, and Sources. This article looks at these areas and how you can use them to learn more about your best customers.

 

WHO: Customer Demographics

Figuring out the demographics of your ideal customer is relatively easy. There’s data from your own business experiences as well as Google Analytics...

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Managing Your Marketing Campaigns

content marketing Sep 07, 2018

For many small and medium sized companies, the hardest part of marketing campaigns is simply managing all of the different pieces of the marketing mix. The first step toward organizing the potential chaos is to plan and schedule specific marketing campaigns.

 

Definition: A marketing campaign is a sustained effort to promote your product or service through a defined series of activities. 

 

What Makes for Good Marketing Campaigns?

A good marketing campaign follows a theme, and it includes a series of touch points through each channel. While I wish that a single marketing campaign was enough effort for someone to take action, but that’s not realistic. The average consumer can take anywhere from 3 to 21 touch points before actually making a purchase. Since there is so much noise in the marketplace, repetition of a message in different channels is important.

 

The American Express campaign of Small Business Saturday utilized several...

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NEW TRAINING: Zoho CRM and Integrations for Improved Productivity

crm partners training zoho Aug 29, 2018

Beckmann Collaborative is now an Authorized Zoho Partner!

 

What is Zoho?  It's is business management software that is cloud based and can be fully integrated in every nook and cranny of a business. If you're interested, you can read their story and more about Zoho here

 

What does being a Zoho authorized partner mean? It means that we have worked with the many different Zoho applications long enough to officially help other small businesses to use it. 


At Beckmann Collaborative, we love marketing operations and improving process. It's how we found Zoho. After using it within our own business for several months, we started to see how it could make our client's workflows much smoother and improve their productivity. So we've been helping several clients to implement it... so far it's going great.

The best "bang" for your buck, in our opinion, is Zoho One. This is your master-key to access all of the Zoho products. The reason you would want so...

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Marketing Dictionary of Industry Jargon

Uncategorized Aug 27, 2018

This Marketing Dictionary Includes Some Common Industry Terms Used (sometimes abused) by Marketers

Every industry has jargon used to define the key pieces of that profession. This marketing dictionary lists out the commonly used jargon that marketers often say. Like any other industry, some terms are used so often that we forget to explain ourselves better. On behalf of all marketers out there, I would like to apologize for the abuse of marketing jargon.

 

What's Included Here:

 

Content Marketing Dictionary of Jargon

Content Marketing – A strategy that uses the creation and distribution of valuable, relevant and consistent content (i.e. blog posts, news articles, videos) to engage your audience. (Read More from the Content Marketing Institute)

 

Call-to-Action (CTA) – This is a copy you use to instruct your audience to...

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New Business Management Software is supposed to make it EASIER

guest blog zoho Aug 08, 2018
Author: Randi Zimmermann

Everyone wants to make their life easier, right?

We use email to communicate because it’s faster and easier than sending a letter using snail mail. We use social media because seeing baby pictures is nice, even if those ‘friends’ are not close anymore. Technology is driven by convenience and operational improvements. This is especially the case with some of the business management software that’s currently available. Ideally, these software tools make us happier, more productive, and better connected.

 

When you’re running a business, higher productivity leads to increased profits, right? Streamlining processes saves time and energy, right? Anyone who’s ever searched for the right tool to make operational improvements has discovered that making work easier is not immediately easy.

 

Narrowing down the choices of platform or app can be a puzzle, causing overwhelm. And that’s only the first...

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Introducing the Partner Program - A New Community

partners Aug 01, 2018

We are excited to announce the launch of the new Partner Program for Beckmann Collaborative!

Over the past 5 years, we have shared resources with our partners in efforts to support small business owners across the United States. Collaborating with these partners has enabled us to deliver the best results to consulting clients. Partnerships have also provided opportunities for us to share knowledge, connections, and save money. We aim to support partners in growing their businesses by attracting and retaining their ideal customers.

Business has evolved, and so has Beckmann Collaborative’s partner program. We are moving beyond handshake agreements to support each other. The new partner program intends to grow partner relationships with deeper roots as we grow our businesses. We are building a partner community. 

The program is now accepting new partners. We are open to working with both established and up-and-coming businesses from a wide variety of...

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Customer Experience Branding

Can you deliver on your brand promise for customer experience? 

Your Brand + Your Customers = Customer Experience Branding

Building strong relationships with others is a foundation of humanity. We have friends, family, coworkers, and neighbors who we devote time, energy and effort towards. Developing those individual relationships is of high importance. There is a disconnect in business where we sometimes forget that customers are people who we should be building relationships with too.  Who are your customers in relation to your business’ brand?

 

When you open a business and begin serving people, you immediately have a brand – whether you know it or not. A brand is your reputation tied to the things you stand for in the community, and how you want the business to be viewed. This is how customer expectations are set for the interactions they have with your business. The quality and value delivered by your business is evaluated based on those...

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How Professional Development Training Can Benefit Your Small Business

strategy training Jul 03, 2018

Why Would You Invest in Professional Development Training?

To attract and retain the best team of employees, professional development training must be more than a fringe benefit. Both salaried and hourly employees are seeking to work for the businesses who invest in their team. It is a prerequisite for attracting those top-performers.

 

Make employee training an ongoing process built into your business growth strategy. As new employees become acclimated to working in your company, they continue developing their skills and grow into larger roles. There are many reasons to provide professional development opportunities to employees that directly benefit your medium or small business.

If You Want the Best Employees, Provide Professional Development 

Expectations of entry-level employees have increased significantly over the past 10-15 years. Employers large and small have published job postings for entry-level positions, but requiring candidates to have 2-3 years...

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