Creating a Marketing Workflow

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 a micromanager).

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.

 

QUICK STORY: Designing an Efficient...

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CRM Strategy and Getting Started with Zoho CRM

If you are currently shopping around for the right CRM System, chances are that you already understand the value of customer relationship management. Right? 

Have you come up with a clear plan or strategy for HOW you will use Zoho CRM in your business? New technology is fun and the idea of automating processes is very appealing. The hitch is that planning work needs to be put in before you start uploading contacts and setting up workflows. 

If you already have a CRM Strategy, then you can jump down the page to the "Intro to Zoho CRM" section.

 

Offer Value + Listen, Watch and Ask.

Clients ask me about how to write social media posts that will connect with their customers or emails that will get opened because of a good subject line.

The first thing I tell them is to be sure they are offering something of real value. Offering value is through your marketing is called a  content marketing strategy and it's a powerful tool.

The second thing I...

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Practices to Better Employee Well-being in the Workplace

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 engagement, which in turn influences performance and productivity. Highly engaged employees typically...

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Guest Blogging Marketing Value & Guidelines

Blogging in itself offers a wide array of benefits to your brand. Not only does it increase SEO, but it can also reflect your expertise to potential customers or clients.  Businesses of all sizes and across many different industries have found blogging to be a strong tactic in their content marketing strategy. 

 

What is guest blogging?

Guest blogging is the practice of writing an article or blog post for another company's blog. This is a way to build relationships, increase your authority, get broader brand exposure, and (of course) build backlinks for SEO.  Inbound links, also called backlinks, are a primary SEO ranking factor for search engines. Guest blogging offers an opportunity for you to write valuable content and link back to your own website.

 

Quick Lesson About SEO (Search Engine Optimization) 

Technical SEO Considerations:

  • The website must load quickly on all devices 

  • ...

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Training Your Salesforce To Master Presentations

Guest Post by Don Matejko

Strong presentation skills are important for any sales professional, especially when the products or services being sold are complicated, expensive and/or unfamiliar to the prospect. Some salespeople are naturally gifted presenters, but most acquire their skills through experience and training. If you are responsible for training in this area, here are important tips to bring your salespeople along quickly in the art of sales presentation.

 

1. Establish a training knowledge base

Effective presentations require the presenter to be credible and authentic. No amount of pre-packaged text and dazzling imagery can cover up a presenter who doesn’t really know what he or she is talking about. In contrast, a presenter who exudes confidence and understanding can effectively turn prospects into customers even if the presentation itself is flawed. With this in mind, salespeople should have a very strong understanding of products, services, their company,...

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BIG Decision Making in SMALL Business

goals strategy May 28, 2019

A recent survey of business decision makers presented some very interesting results.

"86.8% of respondents report that their work environment is in constant flux or lacking clear correct decisions, and 40% say that they’re motivated to change their decision making process because of changing market conditions."

 

While we absolutely lean on data here at Beckmann Collaborative in our decision making, it's vital to hold on to our key instincts based on life/work experience. This survey by Alpha, a product testing and development company based in New York, found that the central lesson is that "while having data is certainly necessary for good decision making, it’s by no means sufficient."

 

Data Vs. Experience in Decision Making

For thousands of years, business owners made decisions based on their prior knowledge - the data in their minds. Within the past 15-20 years, the digital age has shifted decision making to lean exclusively on...

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Connecting with Customers Using Zoho CRM

crm strategy zoho May 15, 2019

The following information is sourced from the Zoho CRM help guide. I found it to include helpful insights, so I'm sharing it with you. 


While customer relationship management is an important aspect of running a business, it can often become overwhelming due to the extensive amount of work involved. You must always ensure you are keeping in touch with your customers through email and over the phone so you don't miss out important leads or a potential deal. In the meantime, it is also crucial to stay on top of your projects. Sometimes such multitasking may show downside effects on the overall functioning of your business.

Zoho CRM aims to make this easier for you by providing multiple features under a single platform. Collectively, these features can help you a great deal in enhancing communication with your customers.

 

Email: You can send emails to your customers from your Zoho CRM account. You can also integrate your personal email accounts with CRM to make sure the...

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Training the Trainer

goals strategy training May 09, 2019

Earlier this year, I was invited to become an instructor with General Assembly. A few times each month, I would go to their offices in downtown Austin to lead classes such as Intro to Digital Marketing and Intro to Content Strategy. The experience has been more enriching than I originally anticipated. Yes, I’m getting the opportunity to share what I’ve learned by trying and failing or succeeding to others. Hooray for knowledge transfer! Along the way, I learned some valuable lessons and so I perked up when they asked if I wanted to teach even more.

 

This month I’m leading a 10-week part-time course two nights per week. In preparation for teaching this course, General Assembly (GA) has a thorough onboarding procedure. I call it Training the Trainer. Stepping outside of the usual approach and getting new ideas from GA was incredibly helpful. 

 

Important Aside for Context:

I’ve been training my clients and their teams over the past 4...

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Conversion Conversations

Conversion from a lead into a customer does NOT require magic or manipulation. There are many misconceptions about what a conversion is and how to measure it. Before we get into the how, let's define conversion. 

 

The traditional definition of conversion is the process of changing or causing something to change from one form to another.

 

A marketing definition of conversion is getting a potential customer/client to respond to your call-to-action. When marketers talk about conversion, it often relates to views, clicks, likes, and paid transactions.

 

One example of a marketing / sales conversion is getting someone to open an email, while another may be someone making a purchase.

 

Get Conversions From Conversations

Conversations, unlike a social media "like" or an email "click through", offer a deeper understanding of your brand, as seen through the eyes of a customer.  No, a conversation does not exclusively happen in person or...

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Customer Retention Strategies for Small Businesses

Keeping a good friend is a lot easier than making a new one, right?  The same goes for customers / clients. Maintaining your existing customer relationships is less expensive and has a better return on your investment. While it's important to put energy into your "top of funnel" efforts to find new people, I would argue that it's MORE important to work on customer retention strategies.

 

Creating a Customer Retention Strategy

The biggest challenge for many companies looking at their customer retention is where to begin.  Here are 5 practical customer retention strategies you can use to keep your existing customers happy over the long-term and increase your profits.

 

1. Customize Your Content Strategy

Speak / Write to your existing customers like you know them - because you do! No one wants to feel like another number, so create customized messaging for your customers based on their history with you.

If you know about their purchase history, then send an email...

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