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Marketing Automation for Salesforce.com’s Group Edition

Marketing Automation with Group EditionThere aren’t many providers that offer marketing automation for Salesforce.com’s Group Edition. Lead Liaison has had this capability since 2011. We’ve filled the gap for a number of companies using Salesforce.com’s Group Edition that don’t have anywhere to turn for an easy way to attract, convert and close more business using automation. Case in point, even Salesforce.com’s own marketing automation application doesn’t even support the Group Edition.

Lead Liaison’s full suite of marketing automation services are available for use with Salesforce.com’s Group Edition. You can see some of the sales and marketing automation services here. The integration is ideal for small businesses just getting rolling with a CRM. They get to use a best-in-breed CRM with a best-in-breed marketing automation platform at cost-effective prices. We understand small business and have crafted  a business model specifically designed for smaller companies. Basically, for a dime per contact you can nurture, qualify and better market to your audience.

Want a demo of Lead Liaison’s integration with Salesforce.com’s Group Edition?

 

Increase Lead Engagement through Multi-Channel Marketing Campaigns

Increase Lead Engagement through Multi-Channel Marketing CampaignsEngaging leads takes time. To get your lead truly engaged and ready to take action, it usually takes a few touches through a few different channels before you gain their trust. Engaging your leads and keeping up with their preferences doesn’t have to be a confusing, timely chore. Having a marketing automation plan in terms of implementing multi-channel marketing campaigns simplifies the process of contacting leads and increasing lead engagement. It also ensures your leads are receiving your messages in the most convenient way possible. In the long run, this means the chances of gaining your leads’ trust increases, which places you closer to closing the sale.

Manage Multi-Channel Marketing Automatically

Using marketing automation to track, score and nurture prospects makes it a walk in the park to understand your leads’ needs. No more manually entering information into your CRM, no more room for human error when in comes to following-up and researching. The brilliant thing about automating your marketing practices is that you can add additional channels and manage all of them in the same place. Text messaging allows for direct and convenient communication and, according to recent polls, most texts are opened by the recipient within minutes. Lead Liaison has just announced the Multi-Channel Marketing capabilities that allow you to engage leads in brand new ways and cover all the bases.

Using SMS

The engagement rates of SMS marketing blow the others out of the water when compared with email marketing and social media posts. The reasons for this jump in recipient activity may be for several different reasons, the first being convenience of reception. Your smartphone is either in your hands, on your desk, in your pocket, or in your purse—never too far from reach. You’ll probably even get an instant notification of the new message with a preview of the text, which is a foot in the door, especially if the message is a discounted offer or deal that you’re offering in exchange for immediate action.

Direct Mail

Despite recent research and polls, SMS isn’t for everybody. That’s why it’s important to utilize multi-channel campaigns and engage your leads when and where they’re ready to receive your messages. On the other end of the spectrum, Lead Liaison has also introduced the direct mail channel. While SMS channels lead in engagement rates, direct mail campaigns are champion when it comes to new customer acquisition (read: multi-channel marketing = success).

At less than $1 per card, you have complete control over what’s sent to your leads. To emphasize all the channels of communication and marketing available, you even have the ability to add a QR code to the card that sends your lead straight to a landing page and right to your next call-to-action. Direct mail plus website visits brings you closer to the goal.

Every lead behaves differently, and that’s where your lead nurturing and tracking practices come in handy. Increasing lead engagement starts with understanding your leads’ needs and how they like to receive their information. The next step—personalizing not only the method of communication, but the message you’re sending as well.

Do You Have Control of Your Lead Tracking?

Take Control of Lead Tracking

Do You Have Control of Your Lead Tracking?

It’s time to take control of your lead tracking. Are you wasting time manually researching, following up, and tracking each lead? Sure, it’s not a waste of time; thorough research and proper follow up are the stepping-stones to closing the deal. Having full control of your lead tracking will allow for your reps to be better informed and better prepared to close. But, manually populating each lead’s profile is a time-consuming and often

repetitive task that, I would guess, is not all that exciting. Not only does this

method of lead tracking waste valuable time, but it also opens up the opportunity for human error. You send several follow-up emails each day to your leads. Then, for each one, you still have to input all of the relevant details into the CRM. Whew! Not following the full routine of lead tracking is detrimental to your future relationship with the lead. Take control of your lead tracking and spend more time closing leads instead of repopulating data into your CRM.

Keep up with your leads

Tracking leads (and keeping documentation of it) is increasingly important in building your relationship with them. How can you follow up with a relevant, personal message if you don’t remember where you left off? Every rep does it differently, some prefer handwritten sticky notes, some input it directly into the CRM. Either way, making that information readily available for your next interaction allows you to pick up where you left off. It also allows you to transfer the lead to another rep, if need be. Lead tracking done through marketing automation allows you to filter out the leads that just aren’t interested, or may be interested next year, or are only interested in this one specific product, etc. Take control of your lead tracking—keep up with them to help you figure out what they want and when they’re ready for it.

Strategize the next moves

Lead tracking through marketing automation should provide a record of their response times. When did they respond to your last email? Was it in the morning, or at lunch? Chances are, their response times are indicative of when they’re available, and therefore the perfect time for you to reach out to them next time. Leads are quickly lost if you become an inconvenience for them. Manage your leads and maintain control of your lead tracking by working with their schedule.

Lead Liaison’s Send & Track plug-in works seamlessly with Microsoft Outlook and lets you take control of your lead tracking. Using this marketing automation tool keeps your leads out of that scary black hole of lost emails and wasted communication. The Send & Track plug-in adds a button to your Outlook that automatically inputs the correct data into your CRM and tracks all of the future activity with that lead. Not sure if the lead opened the last email you sent them? Send & Track will tell you that too. Plus, it automatically syncs data to your CRM for leads that have already been entered into the system.

Customer Profiling for Deeper Advertising

Customer Profiling for Deeper AdvertisingIf you’re not profiling customers, you could be missing out on valuable information that will help deepen your sales funnel and ensure repeat customers. Customer profiling isn’t all about lumping your customers into a category-it’s a way to understand what your customers are thinking or hoping to buy so that you can develop customized marketing assets that increase your appeal.

Many businesses pass over customer profiling because they throw a wide net when they begin their marketing, then never really pay attention to who is responding or buying over time. Because of this, businesses that are profiling their customers could be missing out on a brand new market and increased sales.

Customer Profiling: The Basics

Your first step to successful profiling is to get acquainted with certain information about your target customer. Compare this information with the demographics of the people who are currently buying from you. For most businesses, there may even be a secondary set of demographic information you can analyze to identify another subset of customers you can target.

When profiling customers, take a look at some of this information to determine who your target customer is and how you can mix up your marketing efforts.

Age. This doesn’t have to be strict – for instance, ‘the average range of your customer is 54 years old’ – rather, it’s more important to identify your customer based on a range of different ages, then market to the ranges saving yourself some time and effort.

Income. If you’re selling things your target audience member can’t afford to buy, you’re wasting time and advertising dollars. Determining what your average customer makes and how to target your customer based on that information is crucial to a successful marketing campaign.

Ethnicity. People from different ethnic groups often use different products and have different retail needs.

Geotargeting. With all the specific geo-targeted marketing possible in the digital world, it makes sense to know where your customers are coming from. For instance, if you run a national advertising campaign and most of your customers happen to be from Wisconsin, it makes sense to do some specialized advertising to your target customers in that particular state.

Making a Plan

Marketing to your target audience is really only possible if you know that audience. Customer profiling will allow you to get a look at your average customer and determine whether or not that person is getting the kind of advertising they need to buy your products more quickly.

If you don’t have any idea who your average customer is, deep analytics data may give you some insight you never thought possible. Lead Liaison’s marketing automation dashboards are sophisticated while retaining the user friendliness average business owners need to succeed. Talk to us about a consult today!

How to Send SMS Messages with Marketing Automation

How to Send SMS Messages with Marketing AutomationLead Liaison is genuinely enthused about our ability to offer our customers automated, personalized and measurable multi-channel marketing capabilities. Like you, we were asking ourselves how to send SMS messages with marketing automation. Well, since our Revenue Generation Software™ helps customers deliver marketing automation strategies it’s a no brainer to plug-in the ability to send text messages directly into our platform. In addition to SMS messages, Lead Liaison’s platform can also deliver direct mail, email and voice calls as part of a comprehensive suite of actions.

Adding SMS marketing was fun and easy. We used a few components to pull the integration together, Twilio, Webhooks and our automated processes. Here are the steps we took:

  1. Opened our Twilio account, created a SMS phone number and funded the account with $20.00 (10 minutes)
  2. Created a Webhook call in Lead Liaison (3 minutes)
  3. Setup an automation to send text messages through our marketing automation, triggered off certain criteria/events (10 minutes)

In 23 minutes we beefed up our multi-channel marketing! The nice thing about this setup is that we configured things once and we were done. We were able to use Lead Liaison’s tokens (merge fields) to insert First Name and Mobile Phone Number into the body of the text message, keeping the content dynamic. We modularized the text message and packaged it up into a Webhook. Then we simply dragged/dropped the SMS call to Twilio into our automated workflow. Bam! No more wondering how to send sms messages with marketing automation, it’s here! See the image attached to this post to see our SMS message delivered by Twilio.

Who Are Marketo’s Competitors?

Who Are Marketo's Competitors?Well, that’s a great question and we’ve got answers! It’s us, Lead Liaison. It’s been interesting to see Marketo evolve over the past few years. They started providing analytics on pay per click ads along with a few other basic marketing tools. They’ve grown to a public company with multiple products in their suite. They’re a great company and industry leader, don’t get us wrong. But they might be overkill for your business.

When a prospect of ours contacted us we found they were using Marketo. They’re considering switching as they’ve wondered if Marketo is “more horse than they need”. Well, this happens. As companies grow, especially really quickly, they tend to pile on features and capabilities and often times lose track of the essence of what people need. With this prospect, they cared about the following services:

They’ve been paying Marketo upwards of $40,000 per year and I’m sure much more on top of that for support and implementation services. When we showed them Lead Liaison we quickly got their attention. We were checking the box in all these areas and were able to show them innovative capabilities that simplified their sales and marketing operations. Best of all, at about a 45% cost savings. Marketo wants your business, and they want a lot of it. They’ve got to meet Wall Streets demands so they need those big sales. Lead Liaison wants to meet your demands, not Wall Street’s, through customer satisfaction.

Our platform is small business friendly and enterprise ready. We’re hungry for new customers and ready to respond when people ask, “Who are Marketo’s Competitors?”. Give us a chance to show you what we’ve got. We want to win you over.

Who are Marketo’s Competitors?

Are You Using Your Bounce Rate To Make Decisions?

Bounce RateBounce rate isn’t just a metric hanging out in your analytics dashboard – it’s a valuable piece of information you can use to gauge how users behave on your website. If you’re not taking your bounce rate into account when you make decisions about changing your site, you could actually be decreasing your conversions and sales over time.

Since this is the case, it’s important to have an idea about what this rate means and how you can use it to your advantage. Your bounce rate reflects the percentage of users who visit your site and take no further action – whether visiting another page, filling out a form or spending time on your website.

So, how can understanding your bounce rate help you to streamline your process and increase conversions on your site?

Adding an Action

Bounce rate information is valuable when it comes to adding an action to your website. If you’d like to point users to a specific page, create a form for your site, or test any other kind of action element, watching bounce rate over time is a good indicator of how your audience will respond to your new elements.

Try introducing your new action, then seeing if bounce rate varies by a range of ~10% over time. If your bounce rate decreases, great! If you find it increasing, it might be time to switch back to your old page or test your action in another place on the page.

Split Testing

If you have the ability to test two different offers at the same time, spit testing is great for any business. You can test things like:

  • Page headlines
  • Calls to action
  • Form placement (as discussed above)
  • New logos or branding elements
  • Different offers

Google Content Experiments is an Analytics tool you can use to gauge the effectiveness of particular split test experiments. It’s a good way to determine which of any particular elements is working in your favor in terms of bounce rate.

Working With Analytics

Google Analytics isn’t the only place you can take a look at your bounce rate and come up with ways to improve your website. Lead Liaison offers tools, tips and user-friendly training that will allow you to best determine how bounce rate is affecting your website. To find out more about how Lead Liaison’s advanced marketing automation platform can help you determine which action items are best for your website, check out Lead Liaison today.

3 Things to Know About Lead Distribution

3 Things to Know About Lead DistributionStudies have shown that automating your lead distribution process leads to higher conversion rates. Advanced marketing automation software ensures that more of your reps’ precious time is spent interacting with prospects rather than organizing lead distribution manually. Here are 3 things to know about lead distribution and a few things to know when implementing the most effective marketing automation platform for your teams:

1. Collaboration

Communication is key when it comes to moving a prospect forward. Each business runs differently, but having an organized way of passing a lead around is mandatory for success. Be sure all of the reps on the team have a simple way of updating a prospect’s status so that when it’s time to distribute, all the necessary information is in place.

2. Methods

The most common methods for lead distribution can be categorized into a push, pull, or hybrid.In addition to the 3 things to know about lead distribution, here are 3 things to know about lead distribution methods:

Push. Lead Liaison offers the Round Robin approach, a push method that evenly disseminates leads to the appropriate reps in a systematic, cyclical manner. Performance-based distribution is also a push method, where the incentive to turn the prospect into an opportunity is to gain another lead. Criteria-based distribution is another push method, where prospects are assigned using location or type.

Pull. Rather than pushing prospects out to the reps, another method is the pull method. This allows reps to take charge and pull prospects from the pool when they’re ready to take them on. Pulled leads can be regulated in a few ways, such as ensuring the rep’s other prospects have been advanced or enacting a cap on each day’s pull allowed.

Hybrid. As you would guess, the hybrid method is a thoughtful combination of both push and pull methods. An example would be using the Round Robin technique in addition to allowing reps to pull new prospects under a set of conditions (which could be performance-based).

3. Getting Higher Conversion

Managing an effective system of lead distribution helps increase conversions. A higher contact rate—more interaction between the reps and their prospects—is one of the best indicators of higher conversion rates. Deciding on the method(s) of distribution that best fits the needs of your business may be difficult, but finding that balance (even through trial and error) will boost the business in the long run.

By automating lead distribution, your team will have more time to focus on creating personalized campaigns and to contact prospects in a more meaningful way. For more information on how Lead Liaison can manage your lead distribution, click here.

Direct Mail with Marketing Automation

Front of Direct Mail PostcardWe recently added the ability to send direct mail with marketing automation using Lead Liaison. We’re genuinely excited about this new marketing channel that our customer base can take advantage of. Designing our first direct mail campaign was easy. In this post we’ll talk about how simple it was to put together a direct mail campaign using Lead Liaison’s marketing automation software.

Background on Direct Mail

B2B marketing typically requires 5 to 7 touches before a prospect buys from a provider. Why? They want to build trust, build the relationship and know you’re not a fly-by-night vendor blasting out communications hoping you’ll respond to the first thing they see. Using all of those 5 to 7 touches on phone calls or emails could get old, really fast. Enter direct mail.

According to the Direct Marketing Association, typical response rates are 4.4% for direct mail (overall)

While response rates are high, so are conversions for new customers.

The CMO Council reports direct mail has the highest rate of success in new customer acquisition at 34% compared with other marketing channels.

It’s time we start thinking about integrating direct mail with marketing automation.

How We Did It

Back of Direct Mail Campaign

Adding direct mail to our marketing automation campaign was easy. Here are the steps we took to launch our campaign.

  1. Created a template in Photoshop. This took us about an hour to do. Alternatively, you could use pre-made templates from our partner, Direct Mail Manager. They’ve got 100s of pre-made cards to choose from.
  2. We put a QR code on the back of the postcard that linked to a landing page we built in Lead Liaison. When the recipient gets the card they scan it with their smart phone which loads the landing page along with an attractive offer.
  3. We deposited $1.04 into our account at Direct Mail Manager. Yes, only about a buck! Each card cost $.52 and we sent one to our Product Manager and one to an Account Manager. You can deposit as little as $.52 into your Direct Mail Manager Account.
  4. We created a Webhook in Lead Liaison.
  5. We added the Webhook as an action in our marketing campaign workflow.
  6. Boom! Within three (3) days the postcard showed up in the mail.

Let us help you get your direct mail campaign off the ground!

Why Marketing Automation Makes Sense

Why Marketing Automation Makes More SenseMarketing automation is the perfect tool for today’s consumer audience. Marketing automation makes sense. There are several features that give automated marketing the upper hand when it comes to conversion rates (we’ll get into that in a bit), but today’s consumer is certainly web-savvy—they spend more time on the internet than they do watching TV or reading magazines. So why not reach them where they’re already going to be, right?

Behavior-based lead scoring

Companies benefit from choosing marketing automation in that the potential customer’s behavior is tracked and scored. No need to manually track click-through rates from Google Analytics, your software is already doing that for you. Marketing automation tracks your leads and generates profiles based on their online behavior. This information warms the leads automatically for the sales reps. How awesome is that? No more shots in the dark, no more cold calling. Read more about how this is helpful for small business owners.

It’s not just for scheduling; it’s for maintaining a conversation

Automation is so often misunderstood as simply a means of scheduling. Sure, scheduling happens, but more importantly using marketing automation includes complex analytics that capture the behavior of your potential customers, scores it for you, and therefore helps maintain a relevant conversation that closes the lead. The important thing to note is that, although it sounds like kind of the opposite, automation actually helps to keep the personal touch in your interactions with leads. Automation supplies enough relevant information to take the relationship to the next level by offering products that the lead is already interested in. Of course, this can be done manually, but automating this relationship-building process saves so much time for your business, allowing your employees to spend their time closing the leads rather than researching them.

The bottom line is a higher conversion rate. These rates are ultimately a result of a system that creates highly targeted and personalized efforts, utilizing conditional logic. This means that once you reach out to your lead it is not in an unsolicited manner (such as a spammy email campaign). What good is your analytical data if you don’t utilize it in future lead generation endeavors? Marketing automation makes this process a breeze.