1Targeting 2. 4Analysis. Introducing Marketing Automation. Best Practices for Financial Services and Insurance Organizations.

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "1Targeting 2. 4Analysis. Introducing Marketing Automation. Best Practices for Financial Services and Insurance Organizations."

Transcription

1 Introducing Marketing Automation Best Practices for Financial Services and Insurance Organizations 5 Marketing Technology 1Targeting 2 Engagement 4Analysis 3 Conversion 1

2 Marketing Automation = Marketing Transformation And transformation is a great thing. Introducing marketing automation into your organization means initiating change. Sometimes that change is small, nothing but a natural progression in an evolution that s already underway. Other times, though, it can mean a complete shift for your sales and marketing teams. That may be welcome, or it may not: team members could be looking for new solutions with proven results, or may be rooted in past processes, caught up in the way things have always been done. In either case, in order to create a smooth transition, that change needs to be ushered in with finesse, using well-proven methodology to create true transformation success. Financial services and insurance sector organizations have their own unique challenges as they face this change continuum, often with very structured roles and processes already in place, and security and compliance needs to consider. Moving to a fully automated marketing solution, while ensuring strict compliance and aligning the sales and marketing teams, can take patience and time often more time than in other sectors. To do it successfully, financial services and insurance organizations need to rely on lessons learned from other groups that have covered the same ground before them. Financial institutions and insurance organizations have diminishing resources to rely on, as teams are cut and budgets are tightened. Streamlining your existing processes by introducing automation will help you get the results you need without the added strain. 2

3 Want That Change To Happen Smoothly? Nine Steps Will Help That Happen. 1. Understand Your Needs and What Makes Your Organization Different Change begins by realizing where your marketing team stands currently: what needs to be modified and what has to stay the same. Every company is different, with unique goals that will change how they approach marketing automation and what they hope to achieve. You could be looking to recruit new broker-dealers, or generate new leads for the sales team. Or perhaps you re trying to convert interested inquiries into customers instead. Each requires a slightly different approach. Compliance and security also govern each channel or line of business differently, affecting overall needs. But that s not all that may be unique. What roles do marketing and sales each play? How closely are they aligned? How are you using your current customer relationship management (CRM) system and how will your marketing automation technology fit into that? How will that new solution affect the other solutions along the chain? Knowing everything you can about what you want out of your marketing technology, how it will fit into your current processes, and what you expect to achieve, will help ensure everything runs as smoothly as possible. 2. Approach Security and Compliance Requirements Head On In the financial services and insurance industries, security and compliance needs are overreaching and binding, and must be considered early and often during the marketing automation change process. While security was obviously a consideration during the technology purchase itself, it can also affect project timelines and your needs going forward. Secure landing pages or blind carbon copies of sent s may be required, or more time may need to be built into the process for security reviews. What s more, the legal team may have to consider the verbiage you publish or send. Each industry and organization has different rules and processes in place, and while they may seem to slow down the implementation process, nothing can move forward without a thorough understanding of these considerations. Knowing those needs and starting to build compliance and security into your marketing automation processes early is integral, and will be key to ensuring success later on. 3. Make Marketing More Self-Reliant and Efficient Each marketing department works differently, but in many insurance and financial services organizations, marketing often finds itself reliant on other resources and departments within the company to complete their day-to-day tasks. To initiate a marketing campaign, for example, they may need to ask a web designer to create a web page; accomplishing that will mean waiting in line for corporate resources, finding time in the designer s schedule, then undergoing back-and-forth interactions with a person who isn t fully familiar with marketing s protocol and needs. In other cases, marketing may need to consult with legal on compliance concerns at every turn. With marketing automation that same marketing team can create a landing page themselves, as well as dynamic content for that page. And they ll have everything they need to ensure compliance early on without regular added input from legal. Campaign templates with approved language can be developed and then distributed to sales teams. By bringing resources like these back under the marketing umbrella, the department not only becomes more self-reliant, but can also begin to work more efficiently. 3

4 4. Start Using Digital Body Language and Progressive Profiling Digital Body Language provides insight into a potential customer as they work their way through the buying process, measuring their habits as they learn about your products and services, and interacting with the digital information you ve provided by seeking, receiving, using, and responding to it. By understanding a potential customer s Digital Body Language, marketing departments can better see what they re looking for and where they are in the buying cycle. Marketing and sales can then anticipate needs and learn when, where, and how to best approach them with relevant content. With that information, Modern Marketers can begin to put in place tools such as progressive profiling, which allows them to dynamically showcase different fields on a form based on what s known about that contact. They better educate their contact, provide them with the information they need, and bring them closer to making a sales decision. At the same time, marketing is gathering further intelligence of its own, updating their CRM system, and improving their knowledge of a potential customer. This profile information will not only assist marketing, but also inform the sales and executive teams. By learning how to optimize Digital Body Language and progressive profiling, marketers can use marketing automation to its fullest, empowering the sales teams with the knowledge they need to build each relationship fully. 5. Integrate Sales and Marketing Data integration between the sales and marketing teams, though not always possible in every financial services or insurance sector organization, can lead to better efficiency for both departments. In some cases, marketing and sales have two separate and unique systems. Marketing frequently uses an inquiry database or spreadsheets. Sales will usually use a CRM or sales force automation (SFA) solution. Rather than sharing data, the two teams may simply send it back and forth, impeding or stalling the entire sales and marketing process. Integrating the two departments means that automation of marketing campaigns and efforts will run more smoothly. Not only that, but both teams will also be better able to undertake useful relationship scoring techniques. By sharing data and scoring the relationships that emerge through each potential customer s digital interactions, they will be able to integrate their efforts, knowing when to engage, who should engage, and what to say when they do. 6. Take a Look at Your Existing Processes Introducing marketing automation doesn t mean that everything your marketing team does has to change. But it does mean new efficiencies can make those processes run smoother. By taking a look at your existing processes, you can streamline them to add those new efficiencies through marketing automation. If webinars have always been a popular marketing tool, for example, there s no need to stop using them. But by organizing them through your marketing automation solution, what may have once taken a month to organize and a third-party team to prepare is suddenly almost effortless. Invitations can be sent out with the click of a button and respondents register automatically. You can then put the necessary follow-ups in place. Streamlining processes will also allow marketing to focus on what really matters: ensuring that the message that s being released is reaching the people that it s supposed to reach. 4

5 7. Introduce New Processes and Integrated Marketing Held back by compliance concerns, some marketing departments in the financial services and insurance industries have regressed to using very basic marketing strategies, as anything more complicated has seemed impossible in the past. Change can start to take place as those teams begin to use marketing automation and Digital Body Language to form a more sophisticated view of their potential customers and the type of information they need. That way they can build the marketing strategies required to better reach them across a variety of channels. And with compliance approvals and security built into their marketing automation solution, marketers can find the freedom and confidence to create integrated marketing strategies and engage their intended audience better, allowing them to thrive, with a more sophisticated marketing plan in place. 8. Know Who Gets What and Who Doesn t Oracle Marketing Cloud technology for financial services and insurance organizations including Oracle Marketing Cloud for Asset Management and Oracle Marketing Cloud for Insurance allows you to schedule specific s to specific customer streams, so that you never send the wrong message. While there may be entire databases of potential customers and existing business relationships that your marketing department will work with, not every one of them is the same. Each has different sales requests, product requirements, and privacy concerns. All of this will dictate who gets A, for example, and who gets B or who has special requirements and needs a separate C. Each correspondence will be dictated by those client needs. To build relationships and ensure trust, and sometimes to meet compliance requirements, those differences must be taken seriously at every turn. In the past, all of those exceptions had to be approached manually, but with marketing automation technology, master exclusion functionality makes for a different process. Setting rules and introducing filters ensures that the team can be confident that a specific correspondence isn t accidentally being sent to the wrong place. 9. Understand Everyone s Roles and Training Needs As you kick off your marketing automation efforts, determine each team member s role in the change process. A team of employees made up of three to seven people will create the core group tasked with getting the technology running and overseeing the change management cycle. Thorough education and training of key team members will also be necessary, ensuring that they become marketing automation experts who can oversee the process going forward. For example, Oracle offers dozens of classes that help clients learn about its technology and best practices, including four fundamental classes designed to help kick start your project. With so much functionality built into the Oracle Marketing Cloud technology, the classes help companies make the most of their marketing efforts and get their best possible results. 5

6 Marketing Transformation and Oracle Marketing Cloud Marketing cloud technologies are designed with the needs of Modern Marketers in mind. Built around Digital Body Language, Universal Customer Profiles, and audience profiling, they give marketers the knowledge they need to anticipate when, where, and how to approach their intended audience, streamlining their marketing efforts and making them more customer-centric, all while building in failsafe compliance measures and creating efficiencies that allow marketing to do more with less. Each industry has specific needs and that s especially true for the financial services and insurance sectors. That is why Oracle has custom-designed tools for these unique industries, with tailored software and best practice blueprints that help organizations create effective strategies and make the most of their websites, all for more integrated sales and marketing efforts. Featuring SSAE16 and ISO27001 certification, these tools which include Oracle Marketing Cloud for Asset Management and Oracle Marketing Cloud for Insurance are built on best practices developed through experience with over 100 different financial services firms and insurance sector organizations. These specialized tools help marketers optimize marketing processes, branding, and customer communications and allow them to communicate to complex distribution and sales channels, for improved agent, broker, and financial advisor recruitment as well as customer engagement. They can increase revenue growth and build up recruitment, all while measuring those efforts for visible results. The outcome is more successful marketing campaigns and proven improvements measurable by return on investment (ROI). Make Change Happen Change can be difficult, especially in a sector where organizations are often founded on structure and strict regulations. But evolving needs mean that many financial services and insurance organizations are embracing marketing automation and are committing to the changes it involves. Having the right marketing automation tool is always the first stage in ensuring that any change is the right change, but knowing the steps you need to take to see that change to completion can make the difference too. Combined with proven expertise in the form of best practices and training to ensure success, these steps will assist in keeping the process running smoothly, and help everything click into place as it should. More than that, they will help ensure a solid base upon which real results can be built. The reward will be well worth it, too. A more efficient and effective marketing team with strategies that work. A better chance for stronger relationship building. And well-documented results that truly contribute to your bottom line. Those are the first steps towards success. 6

7 TAKEAWAYS 1. Marketing automation means changing your marketing techniques to better suit today s digital buyers. These Modern Marketing techniques are designed to meet the needs of today s consumers. 2. Change doesn t have to be all-encompassing. Keep your processes that work in place, but streamline them to make the most of the resources you have on hand. 3. Know what you need to accomplish, and the restrictions including regulatory compliance requirements you have to consider. Plan your change around those unique needs. 4. Whenever possible, sales and marketing need to work together. Combining resources and data reduces redundancies and makes the automation of marketing run more smoothly. 7

8 About Oracle Marketing Cloud Modern Marketers choose Oracle Marketing Cloud to build customer obsessed cultures, create and manage ideal customers, and power revenue performance. They transform marketing by truly knowing the customer, engaging with cross-channel marketing, and achieving data driven accountability. Integrated information from cross-channel, content, and social marketing with data management and activation along with hundreds of app and data partners enables them to target, engage, convert, analyze, and use award-winning marketing technology and expertise to deliver personalized customer experiences at every interaction. Visit oracle.com/marketingcloud Copyright 2015, Oracle and/or its affiliates. All rights reserved. 8

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

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

How Not to Nurture Your Leads Ten Mistakes Manufacturers Make in Marketing Automation

How Not to Nurture Your Leads Ten Mistakes Manufacturers Make in Marketing Automation 1 How Not to Nurture Your Leads Ten Mistakes Manufacturers Make in Marketing Automation Contents What is Marketing Automation?... 3 Why Do You Need Marketing Automation?... 4 Marketing Automation Technology

More information

Simplifies how inside sales teams work and collaborate Makes it easier for sales managers to set goals and objectives consistent with future growth

Simplifies how inside sales teams work and collaborate Makes it easier for sales managers to set goals and objectives consistent with future growth Executive Summary: In 2011, inside sales eclipsed outside sales by an astounding 300 percent (source: InsightSquared.com), and became the dominant means of business development. Companies had to adapt

More information

Transforming Customer Data into Customer Journeys. Using Sales Cloud and Marketing Cloud to Personalize Every Interaction

Transforming Customer Data into Customer Journeys. Using Sales Cloud and Marketing Cloud to Personalize Every Interaction Transforming Customer Data into Customer Journeys Using Sales Cloud and Marketing Cloud to Personalize Every Interaction Table of Contents Enable the Single View of the Customer 4 Facilitate Customer Journeys

More information

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world for

More information

Focused Outreach Lead Generation

Focused Outreach Lead Generation Focused Outreach Lead Generation to Produce High Quality Leads and Raise Your ROI By Elisa Ciarametaro of Exceed Sales www.exceedsales.com Elisa Ciarametaro and Exceed Sales, Inc. Table of Contents What

More information

Inbound Marketing Methodology

Inbound Marketing Methodology White Paper Inbound Marketing Methodology The best way to turn strangers into customers and promoters of your business. The proven methodology for the digital age Since 2006 inbound marketing has been

More information

Marketing Automation Processes to Adopt for Vital Impact

Marketing Automation Processes to Adopt for Vital Impact 5 Marketing Automation Processes to Adopt for Vital Impact Five Marketing Automation Processes to Adopt for Vital Impact Introduction Marketing automation, when used properly, can prove a vital tool for

More information

Top 10 Ways. Operational Software Can Boost a Contractor s Bottom Line

Top 10 Ways. Operational Software Can Boost a Contractor s Bottom Line Top 10 Ways Operational Software Can Boost a Contractor s Bottom Line Top 10 Ways Operational Software Can Boost a Contractor s Bottom Line Switching to a new operational software solution is a big step

More information

How to Build a Business Case for Automated E-procurement

How to Build a Business Case for Automated E-procurement How to Build a Business Case for Automated E-procurement Introduction Any time an organization needs to make change, start a new program or implement new technologies, the first step in the process is

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

FOUR EMERGING MEDIA TRENDS B2B MARKETERS CAN T IGNORE. Read this e-book before planning your 2014 media budget

FOUR EMERGING MEDIA TRENDS B2B MARKETERS CAN T IGNORE. Read this e-book before planning your 2014 media budget FOUR EMERGING MEDIA TRENDS B2B MARKETERS CAN T IGNORE Read this e-book before planning your 2014 media budget 1 THIS USED TO BE SO EASY For many enterprise software and services companies that specialize

More information

YOUR COMPLETE CRM HANDBOOK

YOUR COMPLETE CRM HANDBOOK HIGHER EDUCATION: YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and

More information

Your Complete CRM Handbook

Your Complete CRM Handbook Your Complete CRM Handbook Introduction Introduction Chapter 1: Signs You REALLY Need a CRM Chapter 2: How CRM Improves Productivity Chapter 3: How to Craft a CRM Strategy Chapter 4: Maximizing Your CRM

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

The Key to Relentless Marketing...

The Key to Relentless Marketing... WHITE PAPER The Key to Relentless Marketing... Anticipate, Automate, Syndicate WHITE PAPER 1 Table of Contents Executive Summary 1 The Business Challenge: Effective Marketing in an Increasingly 1 Complex

More information

Email Marketing and Marketing Automation in Complex Buying Processes

Email Marketing and Marketing Automation in Complex Buying Processes Email Marketing and Marketing Automation in Complex Buying Processes Email Marketing and Marketing Automation in Complex Buying Processes 1 Introduction We often hear the question: How is Marketing Automation

More information

What is Marketing Automation? What is Marketing Automation?

What is Marketing Automation? What is Marketing Automation? What is Marketing Automation? Table of Contents What is Marketing Automation?...2 Deficiencies in the Manual Marketing Process...2 Marketing for the Modern World...2 How Marketing Automation Works...................3

More information

B2B Marketing Automation Vendor Selection Workbook

B2B Marketing Automation Vendor Selection Workbook B2B Marketing Automation Vendor Selection Workbook Visit www.raabguide.com for other marketing automation resources. 345 Millwood Road Chappaqua, NY 10514 www.raabassociatesinc.com B2B Marketing Automation

More information

TELEMARKETING Don t miss a Golden Egg opportunity to turn your telemarketing campaigns into profit centers.

TELEMARKETING Don t miss a Golden Egg opportunity to turn your telemarketing campaigns into profit centers. of the BROADER ROLE TELEMARKETING Don t miss a Golden Egg opportunity to turn your telemarketing campaigns into profit centers. NEW 1555 Pony Express Hwy Home, KS 66438 (800) 882-0803 ronen@bluevalley.net

More information

Marketing automation is a buzzword in the marketing world. This chapter

Marketing automation is a buzzword in the marketing world. This chapter In This Chapter Chapter 1 Introducing the Concepts of Marketing Automation Defining marketing automation Defining the modern buyer Knowing why companies implement marketing automation Starting the conversation

More information

THE TOP 5 RECRUITMENT KPIs

THE TOP 5 RECRUITMENT KPIs BETTER DATA, BETTER BUSINESS: THE TOP 5 RECRUITMENT KPIs Jointly written by: COPYRIGHT 2012, BULLHORN + INSIGHTSQUARED, ALL RIGHTS RESERVED. Companies today are increasingly competing in a data-centric

More information

White Paper. Transforming Big Data into Insight: Getting Past the Hyperbole

White Paper. Transforming Big Data into Insight: Getting Past the Hyperbole Transforming Big Data into Insight: Getting Past the Hyperbole Transforming Big Data into Insight: Getting Past the Hyperbole Introduction: Big Data, Roadmap to a Big Revenue Opportunity It doesn t matter

More information

Top 5 best practices for creating effective dashboards. and the 7 mistakes you don t want to make

Top 5 best practices for creating effective dashboards. and the 7 mistakes you don t want to make Top 5 best practices for creating effective dashboards and the 7 mistakes you don t want to make p2 Financial services professionals are buried in data that measure and track: relationships and processes,

More information

YOUR ULTIMATE GUIDE TO HIRING AN INBOUND MARKETING AGENCY YOUR ULTIMATE GUIDE TO HIRING AN INBOUND MARKETING AGENCY DELIGHT INBOUND

YOUR ULTIMATE GUIDE TO HIRING AN INBOUND MARKETING AGENCY YOUR ULTIMATE GUIDE TO HIRING AN INBOUND MARKETING AGENCY DELIGHT INBOUND YOUR ULTIMATE GUIDE TO HIRING AN INBOUND MARKETING AGENCY DELIGHT INBOUND 1 INBOUND GIVES YOU AN UNDENIABLE ROI Shifting from outbound to inbound marketing provides an undeniable return on investments.

More information

Marketing 101 for MSPs: Marketing Automation

Marketing 101 for MSPs: Marketing Automation WHITE PAPER OCTOBER 2014 Marketing 101 for MSPs: Marketing Automation Strategies for Boosting Leads and Sales 2 WHITE PAPER: MARKETING 101 FOR MSPS: MARKETING AUTOMATION ca.com Table of Contents Introduction:

More information

A Quicker, Simpler Path to Lead Management ROI

A Quicker, Simpler Path to Lead Management ROI A Quicker, Simpler Path to Lead Management ROI A Step by Step Guide Lisa Cramer Co-Founder & President LeadLife Solutions lcramer@leadlife.com 770.670.6702 Because marketers are time, budget and resource-constrained,

More information

THE BLUEPRINT FOR MARKETING AUTOMATION

THE BLUEPRINT FOR MARKETING AUTOMATION THE BLUEPRINT FOR MARKETING AUTOMATION Marketing automation adoption will grow by approximately 50% by 2015. -Sirius Decisions, How Marketing Automation Has Evolved in the Last 12 Months, 2012 Way More

More information

Building a Multi-Channel Contact Center

Building a Multi-Channel Contact Center WHITE PAPER Building a Multi-Channel Contact Center Building a Multi-Channel Contact Center PAGE 1 Table of Contents Traditional Call Centers Evolve... The Multi-Channel Contact Center... More Focus on

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

ONLINE MARKETING FUNDAMENTALS

ONLINE MARKETING FUNDAMENTALS ONLINE MARKETING FUNDAMENTALS How to Get More Customers and Supporters Online By Shane Rasnak www.shanerasnak.com What We ll Be Covering Why most organizations get terrible results with online marketing

More information

7 STEPS FOR BUILDING A WINNING LEAD NURTURE STRATEGY. Lead Nurture Strategy»

7 STEPS FOR BUILDING A WINNING LEAD NURTURE STRATEGY. Lead Nurture Strategy» 7 STEPS FOR BUILDING A WINNING LEAD NURTURE STRATEGY Lead Nurture Strategy» The leads you collect today aren t necessarily ready to buy immediately. Some of them are, of course, but others may still be

More information

Defining Social Media. 7 Golden Rules to Successful Social Media in Business

Defining Social Media. 7 Golden Rules to Successful Social Media in Business Defining Social Media Social media isn t just a handful of social networks, it s anywhere on the web where you can interact and share your thoughts with others, ie most of the internet. It s also not stand

More information

EMPLOYER BRAND. THREE EMPLOYER BRAND IMPERATIVES TO STRENGTHEN YOUR EMPLOYER BRAND. strengthen employer brand engage people cut the cost of talent

EMPLOYER BRAND. THREE EMPLOYER BRAND IMPERATIVES TO STRENGTHEN YOUR EMPLOYER BRAND. strengthen employer brand engage people cut the cost of talent EMPLOYER BRAND. THREE EMPLOYER BRAND IMPERATIVES TO STRENGTHEN YOUR EMPLOYER BRAND. strengthen employer brand engage people cut the cost of talent Authenticity is the new paradigm. Authenticity is the

More information

HOW A CRM SOLUTION CAN HELP YOUR BUSINESS Zyprr E-Book Series. www.zyprr.com 1

HOW A CRM SOLUTION CAN HELP YOUR BUSINESS Zyprr E-Book Series. www.zyprr.com 1 HOW A CRM SOLUTION CAN HELP YOUR BUSINESS Zyprr E-Book Series www.zyprr.com 1 Contents 1. Introduction: 1. What is CRM 2. Adoption: How to Succeed 1. Executive Buy-in 2. Establish Measurable Goals 3. Understanding

More information

Leaving Money On The Table

Leaving Money On The Table 10 Ways Retailers Are Leaving Money On The Table Page 1 Let s face it: gaining and retaining customers can often feel like a high stakes match. What s the right balance between what you ll give in the

More information

Multi-channel Marketing

Multi-channel Marketing RIGHT TIME REVENUE OPTIMIZATION How To Get Started RIGHT TIME REVENUE OPTIMIZATION How To Get Started Summary: The Short List Here s our suggested short list from this paper: Multi-channel marketing is

More information

Solving the Challenge of Lead Management Automation

Solving the Challenge of Lead Management Automation WHITE PAPER Solving the Challenge of Lead Management Automation How We Did It and What We Learned Table of Contents Background... 1 Business Challenges... 2 Adapting to Digital Marketing... 2 Developing

More information

The CRM Buyer s Guide. for Humans

The CRM Buyer s Guide. for Humans The CRM Buyer s Guide for Humans In today s technology-dependent world, nearly every company needs software to gain a competitive advantage and achieve success. Specifically, the need to efficiently and

More information

9 Principles of Killer Dashboards SELL. SERVICE. MARKET. SUCCEED.

9 Principles of Killer Dashboards SELL. SERVICE. MARKET. SUCCEED. 9 Principles of Killer Dashboards SELL. SERVICE. MARKET. SUCCEED. The information provided in this e-book is strictly for the convenience of our customers and is for general informational purposes only.

More information

HOW WELL DO YOU KNOW YOUR PROSPECTS?

HOW WELL DO YOU KNOW YOUR PROSPECTS? In today s turbulent economy, with most sales and marketing teams striving to build a robust sales pipeline regardless of industry, it is more important than ever before to effectively identify appropriate

More information

COPYRIGHT 2012 VERTICURL WHITEPAPER: TOP MISTAKES TO AVOID WHEN BUILDING A DEMAND CENTER

COPYRIGHT 2012 VERTICURL WHITEPAPER: TOP MISTAKES TO AVOID WHEN BUILDING A DEMAND CENTER COPYRIGHT 2012 VERTICURL WHITEPAPER: TOP MISTAKES TO AVOID WHEN BUILDING A DEMAND CENTER For many B2B organizations, building a demand center is a no-brainer. Learn how to ensure you re successful by avoiding

More information

Sizzling Website Copy

Sizzling Website Copy Sizzling Website Copy FOR: Gavin Sloan www.whitelabelseo.com.au Home Page: An SEO Partner You Can Trust. Pure Results. Experience the Power of our White Label SEO.

More information

Company Pages and Followers

Company Pages and Followers Company Pages and Followers Relationships That Drive Results 5 steps to engaging followers on LinkedIn linkedin.com.companies 1 Table of contents Intro 03 03 Engage followers 07 01 Establish your presence

More information

Business Success Blueprints Choosing and using a CRM

Business Success Blueprints Choosing and using a CRM Business Success Blueprints Choosing and using a CRM YOUR BLUEPRINT TO SUPER SUCCESS The definitive Entrepreneurs Circle Guide to managing your customer data. Choosing and Using a CRM Still trying to

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

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

FIVE WAYS TO MAKE YOUR SUPPLY CHAIN MORE DYNAMIC

FIVE WAYS TO MAKE YOUR SUPPLY CHAIN MORE DYNAMIC SUPPLY CHAIN WHITE PAPER FIVE WAYS TO MAKE YOUR SUPPLY CHAIN MORE DYNAMIC Keeping tabs on your company s supply chain is no small task when you ve got hundreds, if not thousands, of bits of data whirling

More information

Top 10 tips when selecting a web content management system. www.sdl.com

Top 10 tips when selecting a web content management system. www.sdl.com Top 10 tips when selecting a web content management system The Top busy 10 tips life when of a translation selecting a project web content manager management system 2 Looking to implement an effective

More information

MODERN MARKETING ESSENTIALS GUIDE. MOBILE MARKETING A Prescriptive Guide Fortified to Build Stronger Marketing

MODERN MARKETING ESSENTIALS GUIDE. MOBILE MARKETING A Prescriptive Guide Fortified to Build Stronger Marketing MODERN MARKETING ESSENTIALS GUIDE MOBILE MARKETING A Prescriptive Guide Fortified to Build Stronger Marketing INTRODUCTION The sheer volume of marketing information available today is nearly impossible

More information

8 TIPS FOR MAKING THE MOST OF GOOGLE ANALYTICS. Brought to you by Geary LSF and Orbital Informatics

8 TIPS FOR MAKING THE MOST OF GOOGLE ANALYTICS. Brought to you by Geary LSF and Orbital Informatics 8 TIPS FOR MAKING THE MOST OF GOOGLE ANALYTICS Brought to you by Geary LSF and Orbital Informatics TABLE OF CONTENTS 3 5 7 8 9 10 11 12 13 14 15 Introduction 8 Tips for Google Analytics Don t let Google

More information

The Automated Selling Machine. Act! boosts productivity by automating key sales, marketing, and customer service tasks.

The Automated Selling Machine. Act! boosts productivity by automating key sales, marketing, and customer service tasks. The Automated Selling Machine Act! boosts productivity by automating key sales, marketing, and customer service tasks. Table of Contents Turn Your Business into a Selling Machine... 1 Meet your new personal

More information

Sales & Marketing Services & Strategy

Sales & Marketing Services & Strategy Sales & Marketing Services & Strategy Planning Development Implementation Our Approach We have a passion for helping companies make sales and marketing easier. We want you to receive first class solutions

More information

Marketing Automation: One Step at a Time

Marketing Automation: One Step at a Time Marketing Automation: One Step at a Time 345 Millwood Road Chappaqua, NY 10514 www.raabassociatesinc.com Compliments of: Imagine a wall. Your small business is on one side and a pot of gold is on the other.

More information

Customer Relationship Management - a strategic approach

Customer Relationship Management - a strategic approach Sage CRM Solutions Customer Relationship Management - a strategic approach Managing interactions with prospects and customers effectively and profitably is a fundamental part of business. Success depends

More information

Exclusive Content YOUR Eyes Only. Prepared By Wayne Fanciullo - SEOStorm.com Copyright 2013 SEOStorm.com

Exclusive Content YOUR Eyes Only. Prepared By Wayne Fanciullo - SEOStorm.com Copyright 2013 SEOStorm.com Exclusive Content YOUR Eyes Only Prepared By Wayne Fanciullo - SEOStorm.com Copyright 2013 SEOStorm.com A Little About Us SEO Storm has over 10 years experience in the SEO field. We are located in Freehold

More information

TSG MAKES THE COMPLICATED SIMPLE.

TSG MAKES THE COMPLICATED SIMPLE. TSG MAKES THE COMPLICATED SIMPLE. MAKING THE COMPLICATED SIMPLE. You focus on your business. We take care of your technology. By working in partnership, and getting to know your goals and challenges, we

More information

Customer Relationship Management (CRM) Business Guide. Superfast Business Wales

Customer Relationship Management (CRM) Business Guide. Superfast Business Wales Superfast Business Wales Customer Relationship Management, or CRM, is an approach to doing business that can transform the performance and profitability of an organisation. Business Guide Customer Relationship

More information

Marketing s New Paradigm: Show Us the Money!

Marketing s New Paradigm: Show Us the Money! A FROST & SULLIVAN EXECUTIVE SUMMARY Marketing s New Paradigm: Show Us the Money! View the ondemand version of the ebroadcast: www.frost.com/paradigm Marketing departments are under a lot of strain right

More information

FREE E-BOOK HOW TO ENSURE A SUCCESSFUL CRM IMPLEMENTATION

FREE E-BOOK HOW TO ENSURE A SUCCESSFUL CRM IMPLEMENTATION FREE E-BOOK HOW TO ENSURE A SUCCESSFUL CRM IMPLEMENTATION Toll- Free: 1(800) 609-8541 Website: http://www.pipeline-management.com How To Ensure A Successful CRM Implementation ABOUT THIS E-BOOK If you

More information

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world

More information

Enterprise Marketing Automation Platform

Enterprise Marketing Automation Platform Enterprise Marketing Automation Platform Marketing is undergoing a fundamental shift. Emerging channels such as email and mobile have created new and unique opportunities to reach a new generation of customers

More information

4 ways to grow your small business with Salesforce CRM

4 ways to grow your small business with Salesforce CRM 4 ways to grow your small business with Salesforce CRM Contents Executive Summary... 2 Make everyone more productive... 2 Customize: Make Salesforce CRM work the way you do... 2 Organize: Centralize your

More information

White paper. Integrated Marketing Management

White paper. Integrated Marketing Management White paper Integrated Marketing Management The Top 3 Advantages Driving Digital Marketing Automation Has the increase in digital channels caused your marketing operations processes to multiply and deliver

More information

Campaigner SMTP Relay

Campaigner SMTP Relay Improve Your Transactional Email With Campaigner SMTP Relay Think of the last message you sent out to a segment of your email list. Do you know if it was a commercial or transactional message, as defined

More information

Optimizing Enrollment Management with Predictive Modeling

Optimizing Enrollment Management with Predictive Modeling Optimizing Enrollment Management with Predictive Modeling Tips and Strategies for Getting Started with Predictive Analytics in Higher Education an ebook presented by Optimizing Enrollment with Predictive

More information

How to Select a Lifecycle Marketing Automation Solution

How to Select a Lifecycle Marketing Automation Solution How to Select a Lifecycle Marketing Automation Solution rightoninteractive.com It s a brutal world out there for marketers. After years of having budgets slashed, it doesn t look like it s getting better.

More information

Inbound Recruiting. Using Inbound Marketing Strategies To Recruit Top Talent

Inbound Recruiting. Using Inbound Marketing Strategies To Recruit Top Talent Inbound Recruiting Using Inbound Marketing Strategies To Recruit Top Talent Attracting the right job candidate to your company is like attracting the right customer to your products. If you can find the

More information

Mass customization: The next step in the evolution of email marketing. www.campaigner.com

Mass customization: The next step in the evolution of email marketing. www.campaigner.com Mass customization: The next step in the evolution of email marketing www.campaigner.com Introduction Studies and statistics continue to support the fact that email remains the top performer among all

More information

The Lead Nurturing. 5 Reasons You Can t Ignore Lead Nurturing; 10 Fundamentals for Your Success. Act-On Best Practices for Email Delivery

The Lead Nurturing. 5 Reasons You Can t Ignore Lead Nurturing; 10 Fundamentals for Your Success. Act-On Best Practices for Email Delivery & The Lead Nurturing 5 & 10 5 Reasons You Can t Ignore Lead Nurturing; 10 Fundamentals for Your Success i The Lead Nurturing 5 & 10 Five Reasons You Can t Ignore Lead Nurturing; Ten Fundamentals for Your

More information

A/B SPLIT TESTING GUIDE How to Best Test for Conversion Success

A/B SPLIT TESTING GUIDE How to Best Test for Conversion Success A/B SPLIT TESTING GUIDE How to Best Test for Conversion Success CONVERSION OPTIMIZATION WHITE PAPER BY STEELHOUSE Q2 2012 TABLE OF CONTENTS Executive Summary...3 Importance of Conversion...4 What is A/B

More information

Solving the CIO s Challenge For More Efficient and Resilient Business Technology Supply Chain Management

Solving the CIO s Challenge For More Efficient and Resilient Business Technology Supply Chain Management Solving the CIO s Challenge For More Efficient and Resilient Business Technology Supply Chain Management Created by the Institute for Robotic Process Automation in association with Enterprise Integration

More information

The Top FIVE Metrics. For Revenue Generation Marketers

The Top FIVE Metrics. For Revenue Generation Marketers The Top FIVE Metrics For Revenue Generation Marketers Introduction It s an old cliché but true: you manage what you measure. One implication is that when a business changes, measures should change as well.

More information

How an Innovative Email Marketing Strategy Can Pave the Way to New Customers

How an Innovative Email Marketing Strategy Can Pave the Way to New Customers How an Innovative Email Marketing Strategy Can Pave the Way to New Customers AN EMAIL MARKETING STRATEGY WHITE PAPER EMAIL MARKETING PROGRAMS According to the Direct Marketing Association, email marketing

More information

MANAGING A SMOOTH MARKETING AUTOMATION SOFTWARE IMPLEMENTATION

MANAGING A SMOOTH MARKETING AUTOMATION SOFTWARE IMPLEMENTATION MANAGING A SMOOTH MARKETING AUTOMATION SOFTWARE IMPLEMENTATION If you ve neglected the advantages of marketing automation software because you think implementation will be complex, read on... MANAGING

More information

Power your customer journeys with the leading 1:1 digital marketing platform. 5 Things You Should Know About Salesforce Marketing Cloud

Power your customer journeys with the leading 1:1 digital marketing platform. 5 Things You Should Know About Salesforce Marketing Cloud 5 Things You Should Know About Salesforce Marketing Cloud Power your customer journeys with the leading 1:1 digital marketing platform 5 Things You Should Know About Salesforce Marketing Cloud 1 5 Things

More information

Profit Strategies for Small Businesses

Profit Strategies for Small Businesses Profit Strategies for Small Businesses Tackling the Challenges of Internet Marketing If you re a small business owner, your goal is profitability. And marketing is the key to big profits. But small business

More information

NINE WAYS TO GET YOUR SALESPEOPLE TO FOLLOW UP ON MORE LEADS by Mari Anne Vanella The Vanella Group, Inc

NINE WAYS TO GET YOUR SALESPEOPLE TO FOLLOW UP ON MORE LEADS by Mari Anne Vanella The Vanella Group, Inc NINE WAYS TO GET YOUR SALESPEOPLE TO FOLLOW UP ON MORE LEADS by Mari Anne Vanella The Vanella Group, Inc Despite advances in CRM, Marketing Automation, and Lead Management, there are still too many leads

More information

SEVEN WAYS THAT BUSINESS PROCESS MANAGEMENT CAN IMPROVE YOUR ERP IMPLEMENTATION SPECIAL REPORT SERIES ERP IN 2014 AND BEYOND

SEVEN WAYS THAT BUSINESS PROCESS MANAGEMENT CAN IMPROVE YOUR ERP IMPLEMENTATION SPECIAL REPORT SERIES ERP IN 2014 AND BEYOND SEVEN WAYS THAT BUSINESS PROCESS MANAGEMENT CAN IMPROVE YOUR ERP IMPLEMENTATION SPECIAL REPORT SERIES ERP IN 2014 AND BEYOND CONTENTS INTRODUCTION 3 EFFECTIVELY MANAGE THE SCOPE OF YOUR IMPLEMENTATION

More information

report in association with: The State of B2B

report in association with: The State of B2B 2012 report in association with: The State of B2B Lead Generation: 2012 Results WHAT S INSIDE Introduction & Methodology pg 03 Lead Sources & Volumes pg 11 Who s Using CRM pg 04 Lead Response Times, Volumes

More information

The Cost of Not Nurturing Leads

The Cost of Not Nurturing Leads The Cost of Not The legacy you are stuck in and the steps essential to change it. Lisa Cramer Co-Founder & President LeadLife Solutions lcramer@leadlife.com 770.670.6702 It s a challenging time more so

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

The key to success: Enterprise social collaboration fuels innovative sales & operations planning

The key to success: Enterprise social collaboration fuels innovative sales & operations planning Manufacturing The key to success: Enterprise social collaboration fuels innovative sales & operations planning As the sales and operations planning leader, you have a few principal responsibilities: setting

More information

THE ECOMMERCE MARKETING GUIDE TO FACEBOOK

THE ECOMMERCE MARKETING GUIDE TO FACEBOOK ADVANCED THE ECOMMERCE MARKETING GUIDE TO FACEBOOK A publication of 2 IS THIS BOOK RIGHT FOR ME? Not quite sure if this ebook is right for you? See the below description to determine if your level matches

More information

THE OPTIMIZER HANDBOOK: HOW DOES LEAD MANAGEMENT HELP BUSINESSES?

THE OPTIMIZER HANDBOOK: HOW DOES LEAD MANAGEMENT HELP BUSINESSES? THE OPTIMIZER HANDBOOK: HOW DOES LEAD MANAGEMENT HELP BUSINESSES? 1 When a business is serious about customer relationship management, commonly known as CRM, having the proper lead management program to

More information

TOP 10. Features Small and Medium Businesses

TOP 10. Features Small and Medium Businesses Introduction Once thought of as only relevant for enterprises, CRM technology is increasingly being used by small and medium businesses across industries. Even the smallest organizations recognize the

More information

CLOSED-LOOP REPORTING

CLOSED-LOOP REPORTING 1 CLOSED-LOOP REPORTING MODASSIC MARKETING 2 CONTENTS HOW CLOSED LOOP MARKETING WORKS 8 WHAT YOU NEED TO SET UP CLOSED-LOOP MARKETING 19 BECOME A BETTER MARKETER BY CLOSING THE LOOP 25 HOW TO FIX A BROKEN

More information

Table of Contents. Copyright 2011 Synchronous Technologies Inc / GreenRope, All Rights Reserved

Table of Contents. Copyright 2011 Synchronous Technologies Inc / GreenRope, All Rights Reserved Table of Contents Introduction: Gathering Website Intelligence 1 Customize Your System for Your Organization s Needs 2 CRM, Website Analytics and Email Integration 3 Action Checklist: Increase the Effectiveness

More information

Using Adaptive Web Design to Increase E-Commerce Sales & Lead Generation

Using Adaptive Web Design to Increase E-Commerce Sales & Lead Generation Using Adaptive Web Design to Increase E-Commerce Sales & Lead Generation Building High Conversion Websites Copyright 2012-2014 Published by Click Laboratory, LLC 4208 Sandy Shores, Lutz, Florida 33558

More information

Content Is Still King: How content marketing enables businesses to differentiate, lead and succeed

Content Is Still King: How content marketing enables businesses to differentiate, lead and succeed Content Is Still King: How content marketing enables businesses to differentiate, lead and succeed A Xander Marketing Guide T: 03302232770 E: hello@xandermarketing.com W: www.xandermarketing.com As marketing

More information

MARKETING AUTOMATION STRATEGY B2B BENCHMARKS FOR 2015

MARKETING AUTOMATION STRATEGY B2B BENCHMARKS FOR 2015 MARKETING AUTOMATION STRATEGY B2B BENCHMARKS FOR 2015 FIND. NURTURE. CONVERT. Research Conducted by Ascend2 in Partnership with Dun & Bradstreet NetProspex IF YOU HAVEN T YET, THE TIME IS NOW TO DEVELOP

More information

Understanding the Real Impact of Social Media Monitoring on the Value Chain

Understanding the Real Impact of Social Media Monitoring on the Value Chain March 2013 Understanding the Real Impact of Social Media Monitoring on the Value Chain More and more companies have turned to social media monitoring or social listening tools to find the critical insights

More information

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple SAP Digital CRM Getting Started Guide All-in-one customer engagement built for teams Run Simple 3 Powerful Tools at Your Fingertips 4 Get Started Now Log on Choose your features Explore your home page

More information

What s the difference between email marketing and marketing automation?

What s the difference between email marketing and marketing automation? Marketing automation is a technology platform for marketers to create, nurture, and pass leads to sales. Most marketing automation platforms (MAPs) have functions for email marketing, social media, contact

More information

The Ultimate Guide to B2B Lead Nurturing

The Ultimate Guide to B2B Lead Nurturing The Ultimate Guide to B2B Lead Nurturing What is Lead Nurturing? Your current database is a goldmine. By focusing on the leads you already have, you have the potential to apply the kind of strategies that

More information

Inbound Marketing: Best Practices

Inbound Marketing: Best Practices 423-797-6388 www.nektur.com mgmt@nektur.com Inbound Marketing: Best Practices We believe in empowering brands with the tools to achieve sustainable growth. Outline 1. 10 Suprising Facts 2. Email Marketing

More information

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Customer Relationship Management (CRM) Customer relationship management, or CRM, is an approach to doing business that can transform the performance and profitability of an organisation. It is about putting

More information

DIALSOURCE. Sales Acceleration Software

DIALSOURCE. Sales Acceleration Software DIALSOURCE Sales Acceleration Software CASE STUDY UNDERGROUND ELEPHANT Accelerating demand generation and streamlining sales for the insurance marketplace Underground Elephant is a rapidly growing technology

More information