As we countdown to Thanksgiving, the new year is on the horizon. For marketers and business owners, that means one thing — it’s time to make a plan.
Your business needs a marketing plan because your marketing and sales efforts will be moot, without a defined strategy in place. Some see marketing plans as a daunting process to delay for as long as possible. At Beckmann Collaborative, we know how much fun it can be to create a fresh new marketing plan.
It's something that helps you understand your target audience, makes you think about the way to communicate your brand, evaluate competitors, and set realistic, measurable goals you can work toward.
To keep things simple, we've come up with a blueprint that organizes your Marketing Plan into Six Sections:
1. Branding 101
Whether you know it or not, you have a Brand. To get yourself in the right mindset,...
Dear Fellow Entrepreneur, Business Owner, Marketer, and Salesperson,
(I currently am all of these roles in my business)
Some salespeople appear to have a secret formula or to have inherited their natural sales traits, right? There's more to sales than raw talent. You don't need to be born into sales. The truth is that companies offering proper training and support are much more successful than competitors who expect their natural-born sellers to carry the load.
If you feel the pressure and fear making silly mistakes, then check out our Top 10 list of sales fails and CRM pitfalls. You can circumvent these issues in your business, as long as you have a plan and plenty of practice.
Why Are You Struggling to Sell?
What are your Sales Fails?
Let's start with the list of possibilities. Click any of the phrases below to read...
Written by Randi Zimmermann | UPDATED August 31, 2020
In my previous blog post, I defined Zoho Projects and some of the key features that Beckmann Collaborative uses in the application. This article dives into some of the features that you'll notice upon first logging into Zoho Projects.
The first time you log in to any project management platform, it might be intimidating. In Zoho Project you will see feeds, projects, dashboards, and task lists. No need to fear, this article will guide you through with some helpful directions.
Zoho Projects Dashboard
The first screen you see will either be your feed or your dashboard - depending on the default setup with your organization. The feed is similar to one you might see in a social media feed - showing real-time updates about what tasks have been opened, closed, or commented on. This can be...
Mindset First: Your marketing is going to be awful if you cannot get "in the flow" to write good quality content and express something useful and interesting.
Here's a quick video with 3 Tips for Getting in the Flow.
A strong content marketing strategy uses customization to engage your ideal customers and help you meet marketing goals. As a marketing team grows, things can slowly become a little "off". The voice of your content may not be right, things may get rushed to meet deadlines, or a marketing idea may not align with your business goals. That is why we create different processes for generating better content more consistently. We call these processes workflows.
Workflow management can build efficiencies into your business, so you spend more time doing meaningful work rather than getting lost in minute details (or becoming...
This is the second post in our series about Zoho CRM setup. If you are still looking for a basic understanding of definitions and CRM strategy, read the first post. This post is focused on more specific logistics of setting up your CRM account so that it's customized to your needs. We'll touch upon the most important settings including:
- Personal Settings
- Company Details
- Email Integration
- Phone Bridge
- Social Integration
- Custom Fields - Modules and Fields
- Email Templates
How do you get to your settings? Click on the wrench and screwdriver in the top right corner of your screen, similar to the screenshot below.
1. Personal Settings
In the General section, you'll find Personal Settings. Fill out all of the fields in the Personal Settings - most important will be your email signature. Your email signature will show up in any emails you send out from the CRM.
If you're new to either Zoho or project management software, you might not be familiar with Zoho's popular project management tool, Zoho Projects. Zoho Projects is a cloud-based application that enables you to assign and manage tasks for multiple projects in thorough detail. It is primarily designed for small and mid-sized businesses, and it keeps all of your projects conveniently in one, user-friendly place. In a review from PC Mag, Zoho Projects was labeled an outstanding choice for both small businesses and mid-sized businesses.
Key Features of Zoho Projects That We Love
For Beckmann Collaborative, one of the most convenient features of Zoho Projects is time tracking and reporting. We use time tracking for EVERYTHING. It helps us continually learn and improve our marketing operations.
First, we can export...
UPDATED August 31, 2020
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 Zoho CRM 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.
Offer Value. Listen, Watch and Ask.
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 line.
The first thing I tell them is to be sure they are offering...
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...
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.
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...