Customer Journey Mapping and Your Brand

crm customer journey Oct 29, 2018

 

Customer Journey Maps: Define the step by step experiences of your customer beginning with the initial discovery of your business, getting to know you, deciding to buy, and then becoming loyal. That is a customer journey. High-tech friends often talk about user experience, and that concept is tied specifically to the way a customer uses your website during their customer journey.

 

Most small business owners I speak with understand this concept of customer journey maps very well, but they have not taken the time to map it all out. Each step in the customer journey is a reflection of the business’ brand. Your business is under scrutiny by prospective customers at each step of the way. Why not put your best foot forward and present the business brand in the...

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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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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 into 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 processes. 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...

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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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