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5 Reasons Why CRM Is Essential in Growing Your Business
Closed-loop Marketing, CRM, Inbound Marketing, Marketing Automation, Newsletter, Revenue Architecture, Revenue Growth, Revenue Systems, Technology & WebsitesIt’s all about the customer. Cultivating and managing your customer relationships is essential for effective marketing campaigns, sales, and repeat business. But when your contact list becomes unwieldy or you find that several people within your company are reaching out to the same contact, you know you need to get organized. Customer Relationship Management (CRM) programs enable you to respond to your customer base with timely communication, targeted marketing campaigns and strategic follow up.
How often have you needed to check a customer detail that was in an email thread you received days or weeks ago? You’re hustling to get to a meeting and just can’t find that all important message.
CRMs centralize, store and organize detailed customer data and history logs for easy reference. Help your salespeople improve their effectiveness by sharing information with your team or designating members to manage a particular lead or customer.
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Smarter LinkedIn Marketing for Financial Advisors
Financial Advisor Marketing, Revenue Architecture, Revenue Growth, Revenue Programs, Sales Excellence, Social MediaSource: Join the Dots
LinkedIn is the most used and most trusted social media platform that high net worth investors (HNWIs) tap to research financial decisions, according to a 2014 survey of HNWIs by Join the Dots. And they are using it across all investable asset ranges.
Source: Join the Dots
These HNWIs are tapping various forms of content to inform the financial decision journey, according Join the Dots research. Those who use it for both discovery and consideration are driven to action.
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Blog Post Checklist
Newsletter, Revenue Architecture, Revenue Strategy, Sales ExcellenceBefore 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 a post, we use a checklist to remind ourselves to address a range of important factors. Below is a Blog Post Checklist that includes questions you can ask before pressing the ‘publish’ button.
Download and save for later use!
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How Digital Strategies Can Supercharge Your Referral System
Revenue Growth, Revenue Marketing, Revenue Programs, Revenue Strategy, Revenue Systems, Sales Excellence, Social Media, Technology & WebsitesIt has been well over a decade since the digital revolution went mainstream. However, according to Google, 55% of small businesses don’t even have a website. The vast majority of those that do, have a website that lacks key features necessary to make digital a revenue generating channel. A common reason for this lack of focus is the belief that real business comes via traditional channels like referrals.
The problem is that referrals are heavily influenced by digital channels. Your client base needs to know exactly what makes you great and be energized to make a referral. Digital channels provide the necessary energy. A well thought out digital strategy is vital to guide the referral process.
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What’s Makes a Good User Experience?
B2B Marketing and Sales, Newsletter, Revenue Architecture, Revenue Systems, Sales Excellence, Technology & WebsitesJohn Stone from Revenue Architects asked me this question over lunch. The answer I gave him got me thinking about a conversation I had at a conference a few years back.
I was approached by a business executive who asked me what is the difference between usability and user experience. My answer: Here’s the big difference, user experience is all about ROI (Return on Investment).
Source: RevenuePerform.com
The start of any good user experience begins with a clear business goal. Whether it is a mobile app, website, or even a physical product a good user experience fulfills that need. Start by asking yourselves the hard questions – What do I want my users to do? What do I want them to accomplish? What is the call to action? Given that end goal, a good user experience optimizes the path and flow that they will need to take.
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Sales Imperatives for the Mutual Fund Wholesaler
B2B Marketing and Sales, Financial Advisor Marketing, Investment Management, Revenue Growth, Sales ExcellenceAcross industries, there are a lot of articles that suggest sales is dead. The argument is that web provides a content rich platform for buyers to “self-sell” and there is no longer a need for a salesperson to drive awareness, shape and develop needs and craft tailored solutions. Some studies found that 70-80+% of a decision is made on the web and through trusted networks before a person ever engages a sales person. The sales rep’s role is reduced to order taking at the end of a self-sell cycle.