Hedge Fund Marketing Essentials: Insights, Strategies and a CRM

Size: px
Start display at page:

Download "Hedge Fund Marketing Essentials: Insights, Strategies and a CRM"

Transcription

1 Hedge Fund Marketing Essentials: Insights, Strategies and a CRM Thursday, November 5, 2015

2 Today s Experts Jaime Bean Managing Director Ledgex Systems Lauren Colonna Principal & Creative Director Ovis Creative

3 Today s Agenda Current Hedge Fund Marketing Landscape Marketing Toolkit Essentials Role of a CRM Platform

4 The Current Hedge Fund Marketing Landscape and Marketing Toolkit Essentials

5 Current Hedge Fund Marketing Landscape I am here to lay out some basic rules. Rule #1: All rules can be broken.

6 The Landscape There is fierce competition for capital... investors are inundated by proposals, are selective with investments and have high return objectives. They are generally looking for managers with strong pedigrees and strategies that can be scaled. We look at between deals a year... we will ultimately invest in only 1 to 2. Hedge Fund Seeder

7 What are Institutional Investors Looking for? Reputable Background Clearly Defined Strategy/Process Strong Risk Management Treating Investors Like Partners Leading Service Providers Institutional Infrastructure Transparency Robust Compliance Program Mitigated Conflicts Flexible Fund Terms

8 Preferred Strategies Equity managers are still reporting to have had the easiest path toward raising capital according to recent survey But in 2015, event driven/special situations funds now lead the pack with largest launches and greatest investor interest Long/short global, long/short US equities, and activist demonstrate the next greatest levels of inquiry Fixed income and market neutral strategies have continued to trail Factors Influencing an Allocation: The 3 P s of pedigree, process and performance remain key drivers for investors based on a survey of 108 allocators (concentrated in the U.S. and Europe) who represent over $150 billion in direct hedge fund assets.

9 The Word On 40 Act Mutual Funds 40 Act Mutual Funds and UCITS products......despite the negative press, are gaining popularity in the institutional marketplace...are statically widely embraced by affluent individual investors...and continue to grow because of the liberal liquidity terms, relatively lower fee structures and lower minimum investments Hedge fund managers who employ long only or long bias strategies, and are seeking to raise additional assets, should familiarize themselves with the mechanics and requirements of these alternative products.

10 The Basics: What Is a Brand? A logo is not your brand......nor is it your identity. Logo, identity, marketing communication and branding each have a distinct role, that together, form a perceived image for an investment firm Many people believe a brand consists of a few elements colors, fonts, logo, slogan In reality, a brand is an experience an investor has with your firm and an identity is what we define as a corporate image What is a brand? The perceived emotional experience with a company as a whole. What is an identity? The visual aspects that form part of the overall brand. What is a logo? Identifies a business in its simplest form via use of a mark, icon or stylized type.

11 The Basics: What Is an Identity? The identity or corporate image of a company is made up of several visual devices: Logo: the symbol that identifies a business in its simplest form Stationery: letterhead + business card + envelopes Marketing Collateral/Communication: pitchbook, tear sheets, transparency report, DDQ Website + IR Engine/Data Room Signage: interior + exterior wayfinding Messages/Actions: messaging via indirect direct modes of communication

12 The Basics: What Is Marketing? Marketing communication and branding are not about trying to get investors to choose your offering over the competition... Marketing is the act of managing a perception or an expectation so as to condition the target audience to see your fund/product or offering as the only answer to a specific need. An investors experience is what will ultimately influence an allocation. A targeted, sophisticated and institutional marketing communication toolkit is a key part of that experience.

13 Verbal Identity: The Elevator Pitch Have a Hook : Open a pitch by getting the Investor's attention with a "hook, A statement or question that piques their interest to want to hear more Keep it to About 150 to 225 Words: Your elevator pitch should go no longer than 60 seconds Remember Passion: Investors expect energy and dedication from managers and entrepreneurs Make A Request: At the end of your pitch, make a request. Ask for a business card or ask to schedule a full presentation

14 Verbal Identity: What s Next? Create an investor centric pitchbook/presentation tell your story from the customers point of view: What s in it for me? Sell benefits not features. When you read a page of your pitchbook do you take away the real benefit to the investor? Differentiate - instead of saying you are different, demonstrate it Less may be more - marketing materials should act like a movie trailer and not war and peace for potential investors Perform a SWOT analysis - identify and highlight strengths and opportunities; understand weaknesses and try to capitalize on threats

15 Verbal Identity: Pitchbook Best Practices A presentation should serve as a movie trailer and be compelling enough to give an investor enough information to request a meeting. Don t go overboard on the content. Create a cohesive but succinct story (total of 20 to 30 pages) Focus on key pages with greatest opportunity for impact Avoid overused terms; remember if a concept or phrase sounds generic to you... they are even more so to an investor who has heard the same theme over 1000 times Maintain a consistent style, voice and tone (reflective of your pitch); Employ perfect grammar, succinctness, clarity and a consistent message Use bulleted form rather than full text paragraphs; Consider a call out/side bar to enforce a key takeaway

16 Verbal Identity: What s In a Pitchbook? Start with a standardized outline and build from there... Executive Summary (or Introduction) Investment or Leadership Team Organizational Structure Performance Summary Investment Philosophy (key tenets) Market or Investment Opportunity (optional depending on strategy) Investment Universe (optional depending on strategy) Strategy and Approach (more tactical info, not philosophical) Investment Process (multi-page if robust and repeatable) Portfolio Construction Risk Management (portfolio, position and fund level) Fund Terms and Service Providers Key Takeaways (only if not generic) Appendix: Management Biographies; Investment Examples; Performance or Exposure Data, Contact Information; Disclaimers

17 Visual Identity: Pitchbook Best Practices Think about the investor experience with your pitchbook content is critical but meaningless if an investor can't get past poor information architecture That said, use meaningful visuals - when applicable, use dynamic, clean and well-developed illustrations to communicate a message, process, strategy or approach; use charts and data driven models to communicate a concept or message over text or a table Be consistent - strict adherence to basic brand standards can emphasize an institutional infrastructure and reaffirm professionalism

18 Online Identity: Benefits of Public Website We have found that one of the real values of branding, both verbal and visual, is helping clients manage their online reputation. Recent surveys of institutional investors find that "reputation" has become a key characteristic when choosing an asset management firm Strategic branding across messaging, positioning and identity design is an asset that equates to critical exposure in an overcrowded space and influence with investors With today's changing dynamic of information gathering, investment managers recognize the need to create or recalibrate their web presence and online presence for reputation management

19 Online Identity: Benefits of a Portal/IR Engine Automation of Communications provides 24-hour access to fund information, including pitchbooks, investor newsletters, transparency reports, OM/PPM s, fund performance, market commentary, industry standard due diligence questionnaires, docs/sub-docs and account information Fund Compliance ensures only qualified visitors see the respective data they are assigned to see via a permissioning system. This action isn t just good investor relations, it s a regulatory requirement. IR Engines can monitor user access on the site and link to a CRM in order to track user access Strengthen Marketing Efforts funds spend a significant amount of time communicating with investors. A professional and dynamic data room can assist with the marketing effort of an IR or business development team.

20 Online Identity: Reputation Management Fact: Google processes 3.5 billion searches every day. It is the most widely used tool to search for information on your firm, your team and your reputation. As prospects mine for information and perform due diligence online, what are they going to find? Does your website properly represent your organization? Does it communicate the right message and provide a sophisticated and effective user experience? Does it speak to "benefits" or just outline "features"? A web presence can be a proactive tool to communicate who you are, what you do and how you would like to be perceived by the public

21 Role of a CRM Platform

22 The Case for a CRM? Effective relationship management drives business CRM = Central Repository Establish New Business Processes Learn from Wins and Losses Nurture Clients; Improve Satisfaction

23 #1 Establish New Business Processes Processes = Organization Adoption Compliance Support Software is worth it Investor Relationship Tracking Processes = Insights

24 #2 Learn from Wins and Losses Monitor and act on investor pipeline data Understand (and capitalize on) why you are winning Hone in on (and fix) why you are losing Layer CRM data with internal Investor data

25 #3 Nurture Clients; Improve Satisfaction Understand complex client relationships Know client s influencers Act on communication preferences i.e. Send reports to correct seasonal residence History of investor s portfolio

26 The Right Time for a CRM? At Launch At Start of New Year When Manual Processes Start to Fail When Growth & Client Service are Priorities

27 Reassessing You Current CRM A CRM Should: Add value Be easy to use Enable informed decision making Provide visibility Support sales and marketing A CRM Should NOT Be hard to use, customize or frustrating

28 CRM Selection Criteria Workflow Alignment Fit out of the box or customizable? Flexibility to match firm s processes Result in increased efficiency + usage Deliver ROI Marketing Campaigns Visibility via a single dashboard Conduct, track and analyze campaigns Enable quick campaign execution Interact with Investors at a high level Pipeline Tracking Central repository for accurate and fast forecasting and visualization of investors, future investors, potential allocations, etc. Unique requirements

29 Keys to CRM Success Data integration is key Solid understanding and support of your business Build a long standing partnership

30 Questions? Jaime Bean Managing Director Ledgex Systems Lauren Colonna Principal & Creative Director Ovis Creative

Best in Class Referral Programs

Best in Class Referral Programs Take your business to the next level Best in Class Referral Programs Lower cost per sale, Higher Retention, Increased Profits Free Sales and Marketing Audit Call 410-977-7355 Best in Class Customer Referral

More information

Brand Architecture: Your Brand s Blueprint

Brand Architecture: Your Brand s Blueprint Gelb An Endeavor Management Company. 1011 Highway 6 South P + 281.759.3600 Suite 120 F + 281.759.3607 Houston, Texas 77077 www.gelbconsulting.com As organizations grow, branding gets complicated. New product

More information

GUIDE Wealth Management. 9 Social Media Guidelines for Wealth Management Firms

GUIDE Wealth Management. 9 Social Media Guidelines for Wealth Management Firms GUIDE Wealth Management 9 Social Media Guidelines for Wealth Management Firms Wealth Management 9 Social Media Guidelines for Wealth Management Firms Wealth management firms that embrace social media can

More information

4.5% 2014 Digital Marketing Optimization Survey results > 4.5% Top lessons learned from the leaders

4.5% 2014 Digital Marketing Optimization Survey results > 4.5% Top lessons learned from the leaders 2014 Digital Marketing Optimization Survey results Top lessons learned from the leaders Table of contents 1: Introduction 2: Five lessons from the top 20% #1: They test to make decisions 3: #2: They put

More information

Branding Your Local Health Department: The Process

Branding Your Local Health Department: The Process Branding Your Local Health Department: The Process June 2013 About This Guide The National Association of County and City Health Officials (NACCHO) developed this resource to guide local health departments

More information

WHITE PAPER. 7 Keys to. successful. Organizational Change Management. Why Your CRM Program Needs Change Management and Tips for Getting Started

WHITE PAPER. 7 Keys to. successful. Organizational Change Management. Why Your CRM Program Needs Change Management and Tips for Getting Started 7 Keys to successful Organizational Change Management Why Your CRM Program Needs Change Management and Tips for Getting Started CONTENTS 2 Executive Summary 3 7 Keys to a Comprehensive Change Management

More information

Modern Marketing Transformation

Modern Marketing Transformation Modern Marketing Transformation How Five Tenets of Modern Marketing Can Help Health Insurance Marketplaces Successfully Meet Their Enrollment Objectives HOW WILL YOU CONVERT HEALTH CARE APPLICATIONS TO

More information

Microsoft Dynamics CRM for Financial Services. Making customers the heart of your business.

Microsoft Dynamics CRM for Financial Services. Making customers the heart of your business. Microsoft Dynamics CRM for Financial Services Making customers the heart of your business. In today s competitive financial services market the focus is the customer making sure the customer is at the

More information

Asset Manager Consultant Survey Results

Asset Manager Consultant Survey Results Asset Manager Consultant Survey Results Andy Curtis & Brian Haskin Anthem Marketing Solutions 2012 Asset Manager Consultant Survey Results Asset management firms must work closely with consulting firms

More information

Targeting. 5 Tenets. of Modern Marketing

Targeting. 5 Tenets. of Modern Marketing 5 Tenets of Modern Marketing Targeting The foundation of any effective Modern Marketing effort is to ensure you have a clear and accurate picture of your potential customers. Without the proper strategies

More information

Buyer s Guide & Workbook

Buyer s Guide & Workbook SEO SOFTWARE PLATFORM Buyer s Guide & Workbook Data-Driven Insights, Monitoring and Reporting for SEO + Social + Content SEO Software Platform: Buyer s Guide & Workbook Digital marketing professionals

More information

Data Driven Marketing

Data Driven Marketing Data Driven Marketing B2B MARKETING AUTOMATION BENCHMARKS FIND. NURTURE. CONVERT. The most challenging obstacles to B2B Marketing Automation success and how marketers will overcome them in the year ahead.

More information

3 KEYS TO TRANSFORMING SALES & MARKETING WITH INBOUND MARKETING

3 KEYS TO TRANSFORMING SALES & MARKETING WITH INBOUND MARKETING 3 KEYS TO TRANSFORMING SALES & MARKETING WITH INBOUND MARKETING 2 2011 by Mark Mathson This work is licensed under the Creative Commons Attribution 3.0 United States License. Please feel welcome to share

More information

Managing Brands for Maximum Profit: A Guide to Brand Asset Management Solutions

Managing Brands for Maximum Profit: A Guide to Brand Asset Management Solutions Managing Brands for Maximum Profit: A Guide to Brand Asset Management Solutions Managing Brands for Maximum Profit executive summary In today s competitive global marketplace, enterprise brand managers

More information

HAWAII SCHOOLS CATCHAFIRE PROJECT GUIDE 1 PROJECT MENU GUIDE

HAWAII SCHOOLS CATCHAFIRE PROJECT GUIDE 1 PROJECT MENU GUIDE HAWAII SCHOOLS CATCHAFIRE PROJECT GUIDE 1 PROJECT MENU GUIDE MARKETING & Brand Messaging Communication Materials Audit Communications Strategy Storytelling Copywriting Print Materials Design E-Newsletter

More information

IBM Social Media Analytics

IBM Social Media Analytics IBM Analyze social media data to improve business outcomes Highlights Grow your business by understanding consumer sentiment and optimizing marketing campaigns. Make better decisions and strategies across

More information

STATE & LOCAL GOVERNMENT DIGITAL ENGAGEMENT TRENDS REPORT: 2015

STATE & LOCAL GOVERNMENT DIGITAL ENGAGEMENT TRENDS REPORT: 2015 DIGITAL ENGAGEMENT TRENDS REPORT: 2015 INTRODUCTION TOPICS ENGAGEMENT TRENDS Each year brings with it new digital communication trends, technologies and strategies. That s why at the end of last year,

More information

10 Steps To Getting Started With. Marketing Automation

10 Steps To Getting Started With. Marketing Automation So the buzz about marketing automation and what the future holds for marketing in general finally got to you. Now you are ready to start using marketing automation and are not really sure where to start.

More information

Powering Marketing. The Five Tenets of Modern Marketing in Financial Services and Insurance. Marketing Technology

Powering Marketing. The Five Tenets of Modern Marketing in Financial Services and Insurance. Marketing Technology Powering Marketing Transformation The Five Tenets of Modern Marketing in Financial Services and Insurance Targeting Engagement Conversion Analytics Marketing Technology THE FIVE TENETS OF MODERN MARKETING

More information

FOUR STEPS TO LEGENDARY CUSTOMER SERVICE

FOUR STEPS TO LEGENDARY CUSTOMER SERVICE FOUR STEPS TO LEGENDARY CUSTOMER SERVICE THE GOAL OF A COMPANY IS TO HAVE CUSTOMER SERVICE THAT IS NOT JUST THE BEST, BUT LEGENDARY. SAM WALTON IN SURVEY AFTER SURVEY, AMERICAN BUSINESS LEADERS ACKNOWLEDGE

More information

How to Write a Business Plan

How to Write a Business Plan How to Write a Business Plan Small Business Development Center (SBDC) A well-written comprehensive business plan forms the basis for the success of any business venture. The business plan is a written

More information

Texas System of Care Social Marketing Plan

Texas System of Care Social Marketing Plan Attachment B Texas System of Care Social Marketing Plan Overview Texas made an early commitment to the system of care approach and has made steady progress over the past 15 years. In the communities where

More information

Beyond Trust Build lasting relationships and brand loyalty by delivering superior client experiences

Beyond Trust Build lasting relationships and brand loyalty by delivering superior client experiences Beyond Trust Build lasting relationships and brand loyalty by delivering superior client experiences Build lasting relationships and brand loyalty by delivering superior client experiences As the dust

More information

6 Steps to creating a Cross Channel Communications Roadmap

6 Steps to creating a Cross Channel Communications Roadmap 6 Steps to creating a Cross Channel Communications Roadmap Identifying the Road Ahead to Cross Channel Marketing Success Darcy Bevelacqua Darcy@Succcess-works.com 917 520-061 6 Steps to Creating a Successful

More information

Five Strategies for Increasing the ROI of Marketing Events

Five Strategies for Increasing the ROI of Marketing Events Five Strategies for Increasing the ROI of Marketing Events Introduction Why Hold Marketing Events? Events, especially marketing events, are a critical tool in any marketer s playbook. According to Forrester

More information

A Set by Step Guide To Creating A Professional Houzz Page

A Set by Step Guide To Creating A Professional Houzz Page A Set by Step Guide To Creating A Professional Houzz Page This white paper is for business owners who want to increase sales using permission based, inbound marketing techniques. It will help you better

More information

CUSTOMER SERVICE MEETS SOCIAL MEDIA: BEST PRACTICES FOR ENGAGEMENT

CUSTOMER SERVICE MEETS SOCIAL MEDIA: BEST PRACTICES FOR ENGAGEMENT CUSTOMER SERVICE MEETS SOCIAL MEDIA: BEST PRACTICES FOR ENGAGEMENT 2009 RightNow Technologies. All rights reserved. RightNow and RightNow logo are trademarks of RightNow Technologies Inc. All other trademarks

More information

Why Marketing Automation is a Must-Have For Every B2B

Why Marketing Automation is a Must-Have For Every B2B Why Marketing Automation is a Must-Have For Every B2B VP of Sales Robert M. Walmsley President and CEO, Tailwind Strategies In the age of Internet marketing there is no salesmarketing alignment issue more

More information

Research. Pre-Sales Content Marketing Trends 2013

Research. Pre-Sales Content Marketing Trends 2013 Research Pre-Sales Content Marketing Trends 2013 Rethinking Pre-Sales Content Marketing Survey Report May 2013 2013 Pre-Sales Content Marketing Trends Rethinking Content Marketing; Survey Report Q2 2013

More information

Wealth management offerings for sustainable profitability and enhanced client centricity

Wealth management offerings for sustainable profitability and enhanced client centricity Wealth the way we do it Wealth management offerings for sustainable profitability and enhanced client centricity The wealth management business is transforming. To delight their clients, firms must adopt

More information

Essentials to Building a Winning Business Case for Tax Technology

Essentials to Building a Winning Business Case for Tax Technology Essentials to Building a Winning Business Case for Tax Technology The complexity of the tax function continues to evolve beyond manual and time-consuming processes. Technology has been essential in managing

More information

Branded Websites: The Best Thing You Can Do for Your Business

Branded Websites: The Best Thing You Can Do for Your Business Branded Websites: The Best Thing You Can Do for Your Business A White Paper from Katalyst Creative Group Copyright 2012 Katalyst Creative Group, LLC info@katalystcg.com 1 Branded Websites: The Best Thing

More information

5 TIPS FOR SETTING MEASURABLE SOCIAL MEDIA GOALS

5 TIPS FOR SETTING MEASURABLE SOCIAL MEDIA GOALS TIP SHEET 5 TIPS FOR SETTING MEASURABLE SOCIAL MEDIA GOALS Social media participation has become a must for businesses today. A survey by CMO in February 2012 revealed that marketers expect to spend almost

More information

Exceptional Customer Experience AND Credit Risk Management: How to Achieve Both

Exceptional Customer Experience AND Credit Risk Management: How to Achieve Both Exceptional Customer Experience AND Credit Risk Management: How to Achieve Both Lynn Brunner Experian and the marks used herein are service marks or registered trademarks of Experian Information Solutions,

More information

REPORT TO THE CABINET

REPORT TO THE CABINET REPORT TO THE CABINET From the Marketing Collaboration Team February 7, 2014 FINAL REPORT From the Marketing Collaboration Team To the FGCU Cabinet EXECUTIVE SUMMARY While discussions about better integrating

More information

Grow Your Business with Email and Social Media

Grow Your Business with Email and Social Media Grow Your Business with Email and Social Media Simple Marketing Strategies for Small Businesses and Nonprofits Constant Contact 2015 Welcome Rebecca Esparza, MBA Authorized Local Expert, Constant Contact

More information

Business Architecture A Balance of Approaches to Implementation. Business Architecture Innovation Summit June 2013 Presenter: Andrew Sommers

Business Architecture A Balance of Approaches to Implementation. Business Architecture Innovation Summit June 2013 Presenter: Andrew Sommers Business Architecture A Balance of Approaches to Implementation Business Architecture Innovation Summit June 2013 Presenter: Andrew Sommers Implementing Business Architecture at Capital Group Positioning

More information

Recruitment and Selection

Recruitment and Selection Recruitment and Selection The recruitment and selection belongs to value added HR Processes. The recruitment is about: the ability of the organization to source new employees, to keep the organization

More information

Transform Inbound Contacts Into Profits: Best Practices for Optimizing Lead Management.

Transform Inbound Contacts Into Profits: Best Practices for Optimizing Lead Management. Transform Inbound Contacts Into Profits: Best Practices for Optimizing Lead Management. September 2012 OptifiNow September 2012 Transform Inbound Contacts Into Profits: Best Practices for Optimizing Lead

More information

Connecting and Keeping Customers: Strategies and Software for Small Businesses

Connecting and Keeping Customers: Strategies and Software for Small Businesses Connecting and Keeping Customers: Strategies and Software for Small Businesses Introduction Get closer to your goals by getting closer to your customers. You know that good customer relationships are critical

More information

A Guide to Marketing Technologies for Distributed Teams

A Guide to Marketing Technologies for Distributed Teams A Guide to Marketing Technologies for Distributed Teams by Judith Zissman Introduction With the rise of internet technologies, mobile devices and global brands, marketing has become increasingly sophisticated,

More information

Social Media's Growing Influence Among High Net Worth Investors

Social Media's Growing Influence Among High Net Worth Investors Social Media's Growing Influence Among High Net Worth Investors Using social media to reach affluent investors and strengthen your brand May 2012 Chris Savio, Cogent Research Jake Raroque, Executive Summary

More information

Elevate Customer Experience and Engagement in the New Digital World

Elevate Customer Experience and Engagement in the New Digital World Elevate Customer Experience and Engagement in the New Digital World John Chan CRM Solutions Lead, Microsoft Business Solutions Microsoft Asia Customer buying behavior has fundamentally changed therefore,

More information

2015 MARKETING BEST PRACTICES SURVEY RESULTS

2015 MARKETING BEST PRACTICES SURVEY RESULTS 2015 MARKETING BEST PRACTICES SURVEY RESULTS In partnership with INTRODUCTION WE HOPE THIS HELPS We asked for your help identifying today s marketing best practices, and you delivered. In four waves of

More information

Content creation remains important as ever. Lead generation is still important, but lead nurturing is growing

Content creation remains important as ever. Lead generation is still important, but lead nurturing is growing Introduction As consumers flock to the internet, the marketing industry continues to evolve and expand. As this happens, traditional models of marketing begin to lose efficiency and new types of marketing

More information

Beyond listening Driving better decisions with business intelligence from social sources

Beyond listening Driving better decisions with business intelligence from social sources Beyond listening Driving better decisions with business intelligence from social sources From insight to action with IBM Social Media Analytics State of the Union Opinions prevail on the Internet Social

More information

Successful Marketing Tactics for Government Contracts

Successful Marketing Tactics for Government Contracts Successful Marketing Tactics for Government Contracts Beth Goldstein Gloria Berthold Larkin President, Sales & Marketing Consultant Beth Goldstein Entrepreneurship Educator Author and Trainer on Small

More information

Entrepreneurship and Small Business Courses

Entrepreneurship and Small Business Courses Entrepreneurship and Small Business Courses Basic Business Management Boot Camp for Business Owners Owning a business requires a vision balanced with attention to detail. You need to be a generalist who

More information

Interview Guide for Hiring Executive Directors. April 2008

Interview Guide for Hiring Executive Directors. April 2008 Interview Guide for Hiring Executive Directors April 2008 Introduction This interview guide has been developed to help the Board of Directors of Big Brothers Big Sisters agencies interview candidates for

More information

Guidelines to Building an Effective Marketing Plan

Guidelines to Building an Effective Marketing Plan Guidelines to Building an Effective Marketing Plan Building an Effective Marketing Plan Too often the new fiscal year comes upon us but there was never really any down time to build the new plan. As a

More information

Branding, Marketing, and Communications at University of South Alabama

Branding, Marketing, and Communications at University of South Alabama Branding, Marketing, and Communications at University of South Alabama Today s Presentation Marketing and Communications Overview What is a Brand? What is Branding? Benefits of Branding and Marketing Building

More information

Marketing Automation Checklist for Inbound Marketing & Lead Generation

Marketing Automation Checklist for Inbound Marketing & Lead Generation Marketing Automation Checklist for Inbound Marketing & Lead Generation 2011 Ephor Group 1 (800) 379-9330 www.ephorgroup.com 5353 W Alabama Suite 300 Houston, TX 77056 Ephor Groups provides services (Revenue

More information

Strategies for Growth in 2012 ebook: Leverage Marketing Automation for Inbound Marketing & Lead Generation

Strategies for Growth in 2012 ebook: Leverage Marketing Automation for Inbound Marketing & Lead Generation Strategies for Growth in 2012 ebook: Leverage Marketing Automation for Inbound Marketing & Lead Generation 2011 Ephor Group 1 (800) 379-9330 www.ephorgroup.com 5353 W Alabama Suite 300 Houston, TX 77056

More information

Convercent Predictive Analytics

Convercent Predictive Analytics September 2015 Convercent Predictive Analytics Innovation in User Experience for Issue Reporting & Management SOLUTIONPERSPECTIVE Governance, Risk Management & Compliance Insight 2015 GRC 20/20 Research,

More information

EXECUTIVE MASTER IN. Increasing corporate value in today s complex digital world through reputation management and communication with stakeholders.

EXECUTIVE MASTER IN. Increasing corporate value in today s complex digital world through reputation management and communication with stakeholders. EXECUTIVE MASTER IN CORPORATE COMMUNICATION Increasing corporate value in today s complex digital world through reputation management and communication with stakeholders. COURSE DESCRIPTION At a Glance

More information

Questions? Any questions will be addressed during Q&A in the order received.

Questions? Any questions will be addressed during Q&A in the order received. Before We Begin Audio Issues? Let us know by typing a message into the chat box. Questions? Any questions will be addressed during Q&A in the order received. Want the Recording? We ll send a link to your

More information

The Eight Characteristics of the Best B2B Websites

The Eight Characteristics of the Best B2B Websites RainCastle White Paper The Eight Characteristics of the Best B2B Websites From Messaging to Measurement By Paul Regensburg President and Creative Director Differentiated Brand Strategy 3 Customer-Focused

More information

Customer Experience Management

Customer Experience Management Customer Experience Management Best Practices for Voice of the Customer (VoC) Programmes Jörg Höhner Senior Vice President Global Head of Automotive SPA Future Thinking The Evolution of Customer Satisfaction

More information

HAS PROFOUNDLY CHANGED THE WAY AMERICANS SHOP...

HAS PROFOUNDLY CHANGED THE WAY AMERICANS SHOP... The Internet HAS PROFOUNDLY CHANGED THE WAY AMERICANS SHOP...... a fact that has opened up new possibilities for advertising your business. As consumers continue to turn to online sources in the process

More information

GrowthWheel Advanced Tools

GrowthWheel Advanced Tools GrowthWheel for Board of Advisors GrowthWheel for Exit and Succession GrowthWheel for Innovation GrowthWheel for Export and Internationalization GrowthWheel Advanced Tools GrowthWheel for Employees GrowthWheel

More information

7 Things Your Competitors Can Teach You about Marketing Your Cloud Backup Services

7 Things Your Competitors Can Teach You about Marketing Your Cloud Backup Services 7 Things Your Competitors Can Teach You about Marketing Your Cloud Backup Services Have you looked at how your competitors are going to market? Outlined below are 7 things that your competitors are doing

More information

marketing checklist new & updated for 2014 Tired of never having a steady stream of NEW customers, clients, or patients?

marketing checklist new & updated for 2014 Tired of never having a steady stream of NEW customers, clients, or patients? marketing checklist new & updated for 2014 Tired of never having a steady stream of NEW customers, clients, or patients? Find and fix the leaks in your marketing plan NOW with by following the steps in

More information

Measuring the Effectiveness of Your Content Marketing

Measuring the Effectiveness of Your Content Marketing Measuring the Effectiveness of Your Content Marketing 1 Measuring the Effectiveness of Your Content Marketing A 5-Step Process to Prove Value and Grow Your Business Measuring the Effectiveness of Your

More information

Tapping the benefits of business analytics and optimization

Tapping the benefits of business analytics and optimization IBM Sales and Distribution Chemicals and Petroleum White Paper Tapping the benefits of business analytics and optimization A rich source of intelligence for the chemicals and petroleum industries 2 Tapping

More information

Engagement: Measuring the Impact of Social Media

Engagement: Measuring the Impact of Social Media Engagement: Measuring the Impact of Social Media Laura Ramos Vice President, Principal Analyst Forrester Research June 3, 2009 Social media will change how marketing engages with customers and demonstrates

More information

Market Research and Competitive Intelligence Priorities

Market Research and Competitive Intelligence Priorities Market Research and Competitive Intelligence Priorities 0 global survey results Share this survey on Twitter and Linkedin Co-Sponsor INTRO CONTENTS Market Research and Competitive Intelligence Executive

More information

HOW CAN FINANCIAL SERVICES MARKETERS EMBRACE DIGITAL TRANSFORMATION?

HOW CAN FINANCIAL SERVICES MARKETERS EMBRACE DIGITAL TRANSFORMATION? HOW CAN FINANCIAL SERVICES MARKETERS EMBRACE DIGITAL TRANSFORMATION? Digital tools are invading the business environment, provoking significant changes in the way we work, communicate and sell. This has

More information

Maximizing Growth Opportunities Through Retirement Plan Consultants

Maximizing Growth Opportunities Through Retirement Plan Consultants Cover CoverStory Story Reprinted from The SPARK Journal - April 2013 Maximizing Growth Opportunities Through Retirement Plan Consultants Cynthia Hayes, President, Oculus Partners, LLC Lately there is a

More information

RSA ARCHER OPERATIONAL RISK MANAGEMENT

RSA ARCHER OPERATIONAL RISK MANAGEMENT RSA ARCHER OPERATIONAL RISK MANAGEMENT 87% of organizations surveyed have seen the volume and complexity of risks increase over the past five years. Another 20% of these organizations have seen the volume

More information

THE ORGANIZER S ROLE IN DRIVING EXHIBITOR ROI A Consultative Approach

THE ORGANIZER S ROLE IN DRIVING EXHIBITOR ROI A Consultative Approach 7 Hendrickson Avenue, Red Bank, NJ 07701 800.224.3170 732.741.5704 Fax www.exhibitsurveys.com White Paper THE ORGANIZER S ROLE IN DRIVING EXHIBITOR ROI A Consultative Approach Prepared for the 2014 Exhibition

More information

Better Email Marketing: Making Sure Your Messages Get Read & Acted On

Better Email Marketing: Making Sure Your Messages Get Read & Acted On Better Email Marketing: Making Sure Your Messages Get Read & Acted On Better Email Marketing What to Know Where to Start What to Watch Out For Information You Need to Gather About Your Audience How to

More information

Morehouse School of Medicine

Morehouse School of Medicine Morehouse School of Medicine Strategic Plan March 2015 1 STRATEGIC FRAMEWORK Mission, Vision, Core Values, Goals 2 Strategic Structure Each Statement Lays the Foundation for the Next Vision Vision Goals

More information

New York StartUP! 2013 Business Plan Competition Company Profile

New York StartUP! 2013 Business Plan Competition Company Profile New York StartUP! 2013 Business Plan Competition Company Profile Company Name: Year Founded: Contact Name: Address: City State Zip: Target Market: Customer Problem: Email: p: f: URL: Industry: # Employees:

More information

Three Benefits You Gain by Managing the Customer Journey

Three Benefits You Gain by Managing the Customer Journey Three Benefits You Gain by Managing the Customer Journey TABLE OF CONTENTS Three Benefits to Focusing on CX and Customer Journeys...1 Overcoming Roadblocks on The Path to Great Experiences...4 Keys to

More information

MODERN MARKETER S GUIDE TO B2B LIFECYCLE MARKETING Chapter 2: Lead Generation

MODERN MARKETER S GUIDE TO B2B LIFECYCLE MARKETING Chapter 2: Lead Generation MODERN MARKETER S GUIDE TO B2B LIFECYCLE MARKETING Chapter 2: Lead Generation Chapter 2: Lead Generation - overview Introduction...3 The Modern Marketer...4 Lead Generation basics...5 Modern Marketing

More information

GUIDE Social Media Strategy Guide. How to build your strategy from start to finish

GUIDE Social Media Strategy Guide. How to build your strategy from start to finish GUIDE Social Media Strategy Guide How to build your strategy from start to finish Social Media Strategy Guide How to build your strategy from start to finish Whether you re a social media coordinator for

More information

Marketing Automation User; 2010 marketing review notes and 2011 plans

Marketing Automation User; 2010 marketing review notes and 2011 plans Marketing Automation User; 2010 marketing review notes and 2011 plans Each December we ask our marketing customers if they would like to participate in a short, informal yearend review. The scope of the

More information

Executing a Successful SPIF

Executing a Successful SPIF Executing a Successful SPIF BEST PRACTICES, TIPS, AND TECHNIQUES SPIFs are a great way to generate enthusiasm and mindshare, promote market adoption of a new solution, incent the sales of a specific combination

More information

5 Tips For Setting Measurable. Social Media Goals. 5 Tips for Measurable social media goals

5 Tips For Setting Measurable. Social Media Goals. 5 Tips for Measurable social media goals 5 Tips For Setting Measurable Social Media Goals 1 introduction Five practical tips for setting measurable social media goals Social media participation has become a must for businesses today. A survey

More information

The advisor you trust for today s needs and tomorrow s goals.

The advisor you trust for today s needs and tomorrow s goals. The advisor you trust for today s needs and tomorrow s goals. WE DO WHAT S RIGHT FOR OUR CLIENTS NOT WHAT S EASIEST Our clients value a partner they can trust to lead them confidently along the path toward

More information

CRM s are used to grow and Retain Relationships. In today s market, the winning competition are using the CRM advantage..

CRM s are used to grow and Retain Relationships. In today s market, the winning competition are using the CRM advantage.. CRM s are used to grow and Retain Relationships. In today s market, the winning competition are using the CRM advantage.. What is a CRM? Customer Relationship Management software handles communication

More information

Cayman Islands Hedge Fund Corporate Governance Survey C-0% M-18% Y-100% K-27%

Cayman Islands Hedge Fund Corporate Governance Survey C-0% M-18% Y-100% K-27% Cayman Islands Hedge Fund Corporate Governance Survey C-0% M-18% Y-100% K-2 Commissioned by the Cayman Islands Monetary Authority C-100% M-5 Y-0% K-40% Contents Executive Summary.... 1 Methodology and

More information

Monitoring the Social Media Conversation: From Twitter to Facebook

Monitoring the Social Media Conversation: From Twitter to Facebook Monitoring the Social Media Conversation: From Twitter to Facebook Monitoring the Social Media Conversation: From Twitter to Facebook The prevalence of social media has not just grown but exploded. Millions

More information

Your PPC. Campaigns Today. HOW TO Transform. Stream s Approach To Improving Your PPC ROI

Your PPC. Campaigns Today. HOW TO Transform. Stream s Approach To Improving Your PPC ROI HOW TO Transform Your PPC Campaigns Today Stream s Approach To Improving Your PPC ROI 255 Great Valley Parkway Suite 150 Malvern, PA 19355 www. HOW TO Transform Your PPC Campaigns Today Stream s Approach

More information

Table of Contents. Why Advocate Marketing? 3. The Advocate Marketing Playbook 4. The Essentials Of Advocate Marketing 5

Table of Contents. Why Advocate Marketing? 3. The Advocate Marketing Playbook 4. The Essentials Of Advocate Marketing 5 the Advocate Marketing PlaybookCREATED BY TOPO PART 1 Your introduction to advocate marketing Detailed playbooks for all things sales and marketing 2013 TOPO Table of Contents Why Advocate Marketing? 3

More information

The Sales & Marketing Forum

The Sales & Marketing Forum The Sales & Marketing Forum Sales are from Mars, Marketing are from Venus Practical steps to align sales and marketing for improved lead generation There are a number of examples in the B2B marketing space

More information

LEAD GENERATION IN 2013

LEAD GENERATION IN 2013 LEAD GENERATION IN 2013 BEST PRACTICES ACROSS THE DIGITAL MARKETING LANDSCAPE Philippe Taza DIGITAL ANALYST Higher Education Marketing ptaza@higher-education-marketing.com Slide 1 TODAY S PRESENTATION

More information

Managing the Customer Experience: A Case Study

Managing the Customer Experience: A Case Study A Customer Centricity White Paper 5 Old Coach Road Hudson, NH 03051 603-491-7948 www.customercentricity.biz Managing the Customer Experience: A Case Study By Craig Bailey Customer Centricity, Inc. Contents

More information

UNIVERSITY OF MIAMI SCHOOL OF BUSINESS ADMINISTRATION MISSION, VISION & STRATEGIC PRIORITIES. Approved by SBA General Faculty (April 2012)

UNIVERSITY OF MIAMI SCHOOL OF BUSINESS ADMINISTRATION MISSION, VISION & STRATEGIC PRIORITIES. Approved by SBA General Faculty (April 2012) UNIVERSITY OF MIAMI SCHOOL OF BUSINESS ADMINISTRATION MISSION, VISION & STRATEGIC PRIORITIES Approved by SBA General Faculty (April 2012) Introduction In 1926, we embarked on a noble experiment the creation

More information

BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors

BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors Insights, tools and resources to help you Accelerate Your Growth, Scale Your Business and Elevate

More information

Business Plan Guide for a Small Business

Business Plan Guide for a Small Business Business Plan Guide for a Small Business A Business Plan is a written document that describes the path of your business venture. It describes what you want to do and how you plan to do it, usually covering

More information

2015 GLOBAL ASSET MANAGEMENT SURVEY

2015 GLOBAL ASSET MANAGEMENT SURVEY 2015 GLOBAL ASSET MANAGEMENT SURVEY It's not what happens to you, but how you react to it that matters." -Epictetus A survey carried out globally by Linedata. INTRODUCTION It's not what happens to you,

More information

The Missing Piece of Marketing Automation: Your Phone. What matters most is the strategy and skill with which you use it.

The Missing Piece of Marketing Automation: Your Phone. What matters most is the strategy and skill with which you use it. The Missing Piece of Marketing Automation: Your Phone What matters most is the strategy and skill with which you use it. It s an ambition for businesses all over the globe: discover a way to market your

More information

DIGITAL STRATEGY AND TACTICS FOR BRAND REPUTATION MANAGEMENT

DIGITAL STRATEGY AND TACTICS FOR BRAND REPUTATION MANAGEMENT FOR BRAND REPUTATION MANAGEMENT Do you know what your customers are saying about your brand in the online world? How about your competitors? What about your ex-employees? The Internet and many Web 2.0

More information

Five Key Outcomes of Social CRM

Five Key Outcomes of Social CRM Five Key Outcomes of Social CRM A look at the business case Social CRM: more than monitoring Take a step back. When contemplating social media initiatives, it s easy to get tunnel vision. The evaluation

More information

Brand Strategy Plan Template

Brand Strategy Plan Template Brand Strategy Plan Template A Brand and Content Guru Tool Developed by Jackie Deutsch Delivering messaging with a point > on-point copywriting and content marketing that increases sales and brand awareness

More information

LPL FINANCIAL RESEARCH LPL FINANCIAL. LPL Financial Research. advancing. your perspective FOCUSED ON DELIVERING SUPERIOR INVESTMENT ADVICE

LPL FINANCIAL RESEARCH LPL FINANCIAL. LPL Financial Research. advancing. your perspective FOCUSED ON DELIVERING SUPERIOR INVESTMENT ADVICE LPL FINANCIAL LPL Financial Research advancing your perspective FOCUSED ON DELIVERING SUPERIOR INVESTMENT ADVICE Our mission is to offer the best advice, tools, and resources available to help your advisor

More information

Fundraising and Investor Relations Success The Value of Partnering with an Industry Expert

Fundraising and Investor Relations Success The Value of Partnering with an Industry Expert Fundraising and Investor Relations Success The Value of Partnering with an Industry Expert We simplify change exclusively for the alternative investment industry. 2 P age Whitepaper Key Highlights: Why

More information

WHITE PAPER Closing the Loop on Social Leads. A Hootsuite & 2DiALOG HubSpot White Paper

WHITE PAPER Closing the Loop on Social Leads. A Hootsuite & 2DiALOG HubSpot White Paper WHITE PAPER Closing the Loop on Social Leads A Hootsuite & 2DiALOG HubSpot White Paper Closing the Loop on Social Leads A Guide to Measuring Social Media Lead Generation Social media has outgrown its infancy

More information

Roundpeg 2014 All Rights Reserved. Page 1

Roundpeg 2014 All Rights Reserved. Page 1 Page 1 Page 2 CONTENTS SMALL BUSINESS FOCUS... 2 INTRODUCTION... 3 IT IS ALL ABOUT TIME... 4 TIME SPENT DECLINING... 4 B2B VS B2C... 4 EMPLOYEES IN LARGER COMPANIES SPEND MORE TIME... 4 FEELS LIKE MORE

More information