Good decisions are often based on good information. Knowing the right metrics and information can allow you to better understand your business’ strengths and weaknesses and provide insights into key datasets that will help you work more efficiently and effectively.
Being new to anything can bring uncertainty, nerves, and frustration, especially when you do not have the resources you need to be successful. Being new to CRM (customer relationship manager) software is no exception to this! We have all been there, putting learning a new technology on the back burner while the squeaky wheel gets top priority.
It is no secret that we are currently in one of the most competitive hiring markets across the country and across industries. As you drive down the street hiring signs are posted and many have turned from hiring signs to sign-on bonus signs. Potential employment candidates are taking their searches to the web to look for reviews, company culture, job descriptions, and more.
Sometimes the information we wish to track in our CRM database may vary or expand based on key criteria we record. For example, if we have a dropdown field with a list of options, and one of the options is “Other”, we may want to have a text field to further describe what “Other” means.
Do you know how well your website is working for you? Are you getting the leads you think you should be getting from your website? Are your key words working for you? How does your website compare with your competition?
Managing a website can be a full-time job, but there are several tricks to making it work as well as you want it to.
As we begin returning to normal, many businesses are starting to look at getting back to tradeshows as a means of lead generation. The tradeshow industry was quickly changed in 2020 with many events going virtual or being cancelled. As we all look forward to walking the floor, there are some steps you should take to be prepared for your upcoming tradeshow season.
Sending an automated text message to your CRM leads or contacts is becoming increasingly popular in digital marketing. People may not read all their emails, but they do read text messages. Sending text messages using CRM seems like a daunting technical challenge when you first start looking into it, but with the help of a product like Twilio, it is less difficult.
Everyone has a number! That’s a key concept from The Entrepreneurial Operating System® outlined in Traction: Get a Grip on Your Business, the popular business book by Gino Wickman. These numbers are recorded in the Company Scorecard, which identifies:
Who is responsible?
What is the measurable?
What is the goal?
What is the weekly metric toward achieving that goal?
Generally, these numbers are activity-based, and not high-level numbers you see on a profit and loss statement (P&L). For example:
For marketing, the measurable might be:
The number of leads generated, or
The click-thru rate on an email campaign, or
The number of event registrants.
Many organizations align sales and marketing teams by using their CRM database to define lead processes, leads generated from marketing, and revenue won by marketing campaigns. They build out views and dashboards for both teams to work off real-time metrics.
From the desk of Fred Varin, President, TopLine Results:
When I first started this company in 1999, we were an Act! Partner specializing in their products and services. Since then, we have grown to provide the best service possible in CRM technology, analytics, and marketing solutions that help businesses meet and exceed their goals.