We have a few ideas that may help you think about the joyful to-dos for your business this December.
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 send a unique message to them.
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.
What if you could increase your prices with current clients without push back? Well it's possible when you have done a good...
Before jumping into the list of CRM email automation ideas, first we should identify whether your email SHOULD be automated or not.
Both email automation and email templates are great tools. It's important to know how to use each one based on what you need to accomplish.
As long as your CRM data is clean, you can draw upon the information you have about prospects and contacts to send customize emails and deliver highly relevant information using email automation. This means that you and your team are vigilant about keeping things up to date and entering information in the correct data fields.
One way to gather clean information from prospects and customers is to quiz or survey them. Keep it simple. A few questions you could ask are: how did they hear about your company in the first place, what their biggest pain point is, and what they like about your products/services.
CRM automation is all about using software to automate your sales and marketing activities. You can automate the repetitive tasks in your business such as emails. Sales teams especially need automation for efficiency as well as creating more personalized experience.
This is the first in a series of posts about automation workflows for marketing, sales and operations. Think about the sales team members who complain about having to enter information into the CRM and track their activities.
1. Mindset First.
As the leader, you have the obligation to set the tone for how your team members view your CRM. It is a tool for understanding trends, business development, and measuring success. If you can explain that value to your entire team (not just sales), then user adoption will be much easier.
2. Lower the Barrier.
Let's be honest, third-party cookies have become the creepy "big brother" of the advertising world. Learning about the deprecation of cookies from yet another browser wasn't all that surprising with the rise in digital privacy.
Finding customers without third-party cookies is easier than you think. It begins with your customer data platform.
If you are stressed about the change in third-party cookies, there is a glaringly obvious direction to go... first party data.
First party data is the information your business collects directly from your customers and prospects. This is data that you own. Usually, a business will gather this data from phone calls, emails, surveys, and buying history.
Let's discuss this a little more...
A not so long time ago, marketers spent a high degree of energy on collecting data from customers to build their customer personas. This was (and still is) a fundamental marketing strategy...
If you're shopping around CRM software, then you'll want a checklist of the most important features to include. Maybe our little list of "must-have" CRM features will help you decide which platform is best for you. We've used a ton of different CRM software over the years. Beckmann Collaborative settled on Zoho CRM for ourselves and many of our clients. However, you may find another platform such as Keap or Hubspot is a better fit for your business.
1. EASY TO LEARN
Depending on your level of comfort with technology, you and your team may find different user experiences easier than others. For example, people who have previously used Salesforce or SugarCRM in enterprise companies often like Zoho in a small business. On the other hand, if you want something that has fewer features and can covers most basic needs such as Hubspot or Pipedrive.
2. IMPORT YOUR CONTACTS, NOTES, AND DEALS
We often get requests to automate steps in a sales or marketing process. Sometimes it's because the sales guys don't have patience to "deal with" tracking their leads. It may be to avoid missing updates and details.
Marketing automation can be a very smart tool for things like updating a field to reflect an update a Lead Status or generate a reminder task to follow up. However, there are the requests that cause me to shake my head and ask, "Is that really a strategic marketing automation? Or are we being lazy?"
This post offers you a few ideas for useful, strategic marketing automations that you can set up in your CRM, email, or marketing automation software. And if you have questions about how to do it, feel free to contact us and we can schedule a free consultation to discuss what you need.
These are the marketing automation ideas you can...
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.
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...
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.
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.
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...
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.
If you are the leader in your organization, then...