Archive for Software

Create Professional Business Plans with LivePlan

Wednesday, January 4th, 2012

[Quick disclosure – Palo Alto Software, the makers of LivePlan, also make Marketing Plan Pro powered by Duct Tape Marketing, which I re-sell as part of my business. I don’t sell LivePlan or make any money from LivePlan – I just like the folks at Palo Alto and think they make great products]

Our friends at Palo Alto software continue to work on making it easier for business owners to create and maintain professional business plans with their latest offering, LivePlan.

Live plan is delivered as a web application, so rather than having to buy and install software on your computer, you can access your business plan from any computer with an internet connection. No more worrying about whether you have Mac or PC compatible software.

Another great benefit of being web based, one which I think is particularly important for business planning, is it makes collaboration much easier. You work with your peers, employees, and advisors all in one place. No more sending plans back and forth via email and wasting time making sure you have the latest version. LivePlan allows you to set various permission levels, so you can control who sees what.

You can also add as many guests (people who can read but not edit the plan) as you like for free. Guests do not count as a user for licensing purposes. Invitations can even be sent from your smartphone, so you can invite your advisors on the fly.

Just like Business Plan Pro, LivePlan comes with hundreds of sample plans that you can use as a starting point for creating your own plan.

The basic subscription is $19.95/mo which includes 2 users and 3 active plans. Updgrade options are available if you need additional users and/or active plans.

Here is a short video overview of LivePlan

For more information, visit the LivePlan website.

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automationMarketing automation is a hot topic right now. Automation can deliver tremendous benefits to your bottom line, but if we have learned anything over the years from CRM projects, we know it’s not just about the software.

Here are 10 questions that you should consider before you start your search for a marketing automation solution:

  1. What are you hoping Marketing Automation will help you achieve?
  2. Do you know what success will look like?
  3. Do you have people in your organization with the capabilities and time to implement marketing automation? If not, are you willing to pay a consultant?
  4. Will you be automating current campaigns(email, mobile, direct mail, etc.), or will you be trying to design campaigns and implement technology at the same time?
  5. What level of tracking do you need or expect to have?
  6. Do you need to integrate with a CRM system or other software tools?
  7. Do you need lead scoring? Not everyone does.
  8. Have you established a criteria for determining sales ready leads?
  9. How much automation do you need?
  10. Do you have buy-in from the sales department or role? Even though it’s called “marketing automation”, buy in from sales is critical to success.

Those of you with experience with marketing automation – what tips would you add to this list?

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Categories : Marketing, Software

Professional service firms are slowly but surely migrating more of their applications to cloud based applications. One of the major concerns (rightly so) of moving to the cloud has been issues of data security. If you are a Gmail or Google Apps user, then you will want to take a look at using their 2-step verification process.

Two-step verification provides extra security for your data by employing a similar strategy that is used by banks at ATM machines. In order to gain access, you need a combination of something you know and something you have. The something you know is your password. The something you have is your smart phone – which you use to obtain a verification code that you use during the login process. You don’t have to use the verification code each time you login, you can indicate when you’re using a computer you trust and don’t want to be asked for a verification code from that machine in the future.

How to set up 2-step verification:

The first thing you need to do is have your Admin change the settings to allow users to use two-step verification. Sometimes, the hardest part about getting started is finding the right place to start. From your Domain Settings, select Advanced Tools and then you should see the Authentication section (see below)


Once this is done, you as a user can decide whether or not you want to use two-step verification. To set it up, click on Settings | Accounts and then click on the Google Account Settings link.

From there, you will be able to access the Using 2-step verification link

Which will launch the 2-Step verification setup wizard.

Set up your phone.

This step will vary a little based on the model of your smart phone but here is the basic idea – you install a free app  from Google that knows how to generate verification codes. These verification codes are what you will enter when completing step 2 of the 2 step verification process – so if you won’t have a phone nearby when you sign in, you shouldn’t use 2-step verification.

What happens if you don’t have your phone with you or you lose it? During the setup procedure, you will be provided with a set of backup verification codes. Print these codes and keep them in a safe place – one you will remember 6 months from now when you need them <g>.

If you have other application that integrate with Google (if you use Google Apps, chances are you do) those applications may not be set up for 2 step verification. For that reason, Google will help you generate passwords for different applications and\or devices that you use to access your data.

Confirm your settings and turn on 2-step verification.

Once you have completed all of the set up steps you will see this dialog to save and turn on the 2-Step verification

 

The next time you login, after you enter your user name and password, you will see the following screen.

 

Check your smart phone application and key the verification code that you see into the box and click Verify. You are now set up with 2-step verification.

One + One + One = $329 of Savings For You

Monday, June 22nd, 2009

This is one of those deals that almost seems too good to be true, so I had to triple check to make sure it was right before I passed it on.

Through the synergies of a couple of different partners, small business owners can get a great deal on some great software tools to them grow their business.

image The first deal comes from Palo Alto Software, who are bundling their Marketing Plan Pro software with ACT! 2009. The price of this bundle is $259.95 – a $150 savings over the price of purchasing them separately. You can learn more about the Marketing Plan Pro & ACT! 2009 bundle here.

But the deal gets sweeter because Swiftpage is offering a free one year subscription to their service ($179 value) to owners of ACT! 2009.

What that means is for $259.95 you get three great software tools to help you create and implement your marketing system AND you save $329.

I use and support all three of these products, so feel free to contact me if you have any questions or need help determining if these products make sense for your business.

ACT! + Swiftpage = Great Small Business CRM

Friday, June 19th, 2009

As part of the Authorized Duct Tape Marketing Coach network, I recently became more involved with a couple of tools that, when used together, provide a very robust and very affordable CRM system for small businesses and independendent professionals.

Swiftpage, the number one integrated email marketing solution for ACT! by Sage, introduces a marketing automation platform to its already robust service – giving you the tools to automatically reach out to your ACT! Contacts, Groups, Look Ups and Companies.

Regular readers here know I have a passion for technology and automating systems. I've written about small business CRM here in the past. I was critical of ACT a couple of years ago when the version at that time did not work with Office 2009. It also had some serious performance issues at that time. I'm happy to say I've been using ACT version 11 for a while now, and all of those issues appear to have been fixed.

I also used to write about Outlook with Business Contact Manager, but I eventually stopped using that product because of the lack of Activity Series and some other automation shortcomings.

So far, I am very pleased with the ACT \ Swiftpage combination. Swiftpage provides very robust campaign management and allows you to work with your ACT contact database, so you can avoid the issue of having customer data in different systems (a pet peeve of mine).

Here are a few things that Swiftpage can help you do:

On Demand Marketing - World -Class Email Marketing – Integrated into your ACT! environment gives you the ability to Create, Send and Track Email Marketing blasts.

Survey Tool – Gather valuable data from prospective or current customers and automatically build new or update your existing ACT! contacts.

Sales Force Automation -

  1. Swiftpage Call List – A ranked list of your most interested contacts based on the way the interacted with your email marketing blast.
  2. Send As – Allow one user to send on behalf of your entire sales team
  3. Snapshot tab – Gather valuable contact profile information from the web with a single click and more.

Marketing Automation - Swiftpage Drip Marketing – Swiftpage Drip Marketing blends simple functionality, like the ability to automatically send a sequence of marketing messages to a contact that fills out a form on your website, with intelligent technology that will send different messages to contacts based on their previous actions. For example, send a postcard to those that did not open the previous email – automatically!

I'll be posting more about this great combo and how to use it to grow your business. In the meantime, I'd love to hear about your experience using these tools.

Contact Management Systems

Tuesday, May 19th, 2009

Join the ACA Marketing Club this Thursday to discuss contact management systems for small business owners.
 
Rick Sheahan will lead the discussion where we will review the basics of Contact Management Systems and explore cost-effective ways to keep in touch with clients and prospects.
 
Meeting format:
15-20 minute presentation
10 Q & A
45 Work period focusing on topic
15 Wrap-up
 
The meeting is from 11:30 AM to 1 PM at the Shawnee Library located on the southwest corner of Pflumm and Johnson Drive in Shawnee.
 
Click Here to Register or follow the link below.
 
http://tinyurl.com/pup2e8

 
No Charge for ACA Members – $5 for Guests.  Public is Welcome.

What’s Your Marketing Number?

Tuesday, January 13th, 2009

Most of us have set revenue goals from the coming year. But do you have a system in place to keep track of the actions you take to reach those goals and the results of those actions?

There are many reasons to track your activities and the results, but I think the effect it has on your business planning is the most important reason to do so. As I’ve mentioned here before, I believe you should be regularly reviewing and adjusting your marketing and business plan. Keeping track of your “numbers” is a vital part of the planning process.

How much easier would your planning process be if you knew the answers to these questions?

  • How many referrals do you need to receive before you make a sale?
  • If you give presentations as part of your lead generation strategy, how many attendees typically sign up for your free offer? Of those, how many actually make a purchase? What’s the average dollar amount of that purchase?
  • What percentage of your business comes from existing customers?
  • If you attend a networking event, how many people do you need to meet in order to schedule one appointment?
  • If you use direct mail, how many pieces do you send out per response? How many responses do you receive per sale?

Planning and tracking don’t have to be complicated to work. Just keep a piece of paper on your desk and start tracking a few key activities and the results. Once you see how valuable this information is to your planning process, you’ll be hooked.

If you prefer using software to help with your planning and tracking, take a look at Marketing Plan Pro.

Tour Quickbooks New Features

Monday, January 5th, 2009

Join the folks at Intuit for this week's Webinar Wednesday when they will discuss QuickBooks 2009. New Product. New Feaures. New Year!

Intuit provides a lot of great information to help you grow your small business. Check out their archives of previous podcasts and webinars.

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Twitter for Business

Monday, December 8th, 2008

Twitter is all the rage these days, but what does this social media tool, part blog, part social network, part RSS reader, have to offer marketers? Join John Jantsch and the rest of the Duct Tape Marketing Coach network for a discussion on using Twitter for Business with social media expert Chris Brogan and learn the tips, tools, tactics and strategies to get the most from using Twitter.

This session will be held this coming Thursday, December 11th, at noon CST. This event is free to attend, but space is limited, so sign up today.

QuickBooks 2009 for Mac

Monday, December 8th, 2008

Just a quick reminder, this week's webinar Wednesday from Intuit will feature QuickBooks 2009 for Mac.

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