Entries by John Nielsen

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SharpSpring Review

If you’re looking for a marketing automation platform that offers many of the same functionality as the more expensive options, give this SharpSpring review a look!  Sharpspring works primarily with agency partners (like Revenue Architects) and is well suited for mid-sized businesses and high end professional sales teams. As an agency, we work with Sharpspring along with other […]

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Blog Post Checklist

Before you publish a blog post, ensure the content, and context meet your company’s standards and the post is optimized and ready.  Too often, authors get off topic or write overly complicated information without proper context resulting in a less than positive response and engagement.  When we publish a post or work with clients on publishing […]

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Organizing Your Twitter Lists for Better ROI

Social Media is about engaging your audience through conversation and conversion.  By offering great content, your followers are likely to download, share, or contact you to learn more.  However, to get the most out of your social media outlets it’s important that your message is directed at the appropriate audience.  Twitter offers you the ability […]

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Tweets from the #RIAS4U Event

The Twitter Buzz was so great for #SchwabIMPACT and #RIAS4U during Schwab’s annual IMPACT conference this year, it reached Twitter’s trending list!!  The Keynot by EVP Bernard J. Clark, unveiling enhancements to “RIA Stands for You” campaign propelled the buzz. Below are a selection of tweets as well as some highlights of a related webcast […]

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Check out #RIAS4U at Schwab IMPACT!

If you are attending this week’s at Schwab’s Impact, be sure to learn more about the RiA Stands For You Program. Use Digital to Do What You Do Best! The proliferation of web access anytime, on demand, using personal computers and smart mobile devices, is introducing new opportunities for Registered Investment Advisors (RIAs) to do […]

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Lead Scoring in Act-On

By John Nielsen Lead scoring is the process of evaluating and assigning points to prospects and leads using marketing automation tools. Points are distributed based on the attributes associated with a qualified lead.  It is important to understand whom you are marketing to when managing a campaign, sending irrelevant content to your followers is a […]