Archive for marketing software

Whether you call it drip marketing, lead nurturing, or simply stay-in-touch marketing, having a systematic way to stay in touch with prospects and customers is an essential component of a professional service firm's marketing system.

One of the marketing challenges that CPAs, attorneys, architects, and other professional service providers face is our customers (yes, I think "customers" is more correct than "client", but that's a different post) often don't have a constant need for our services – months or even years may pass between engagements.

They do, however, often have a need for our services several times of the life of our relationship. Our customers will also periodically run into other people that they can refer us. Our customers and referral sources are busy people, so it will be easy for them to forget about us if we don't stay in touch with them. Here are a few ways that drip marketing campaigns can help you stay fresh in your prospects’ and customers’ minds.

Gaining "top of mind" status – After meeting you (in person or virtually) people often need several contacts or reminders about who and how you help before you will achieve "top-of-mind" status with them. In order to achieve this status, you will want to contact them with a higher frequency (more messages in a shorter time frame) than you will once you achieve top of mind status. A drip marketing campaign that reaches out with useful information on a weekly basis, for 4 or 5 weeks after the initial encounter can help you solidify your top of mind status.

Staying top of mind – once we have obtained top of mind status, we need to maintain that status through periodic communications with our contacts. A drip campaign that reaches out once or twice a month (or a different interval that makes sense for your business) can help you maintain that status. By continuing to reach out and provide useful information via drip marketing campaigns, you can stay fresh in your contacts minds so that when a need does arise, they will remember and call you.

Educating current customers about other service offerings – Have you ever been frustrated to learn that one of your regular customers recently purchased a service that you provide from someone else? More time than not, when I see this happen, it is because the customer didn't know the service was available from their current provider.

Be aware of what is going on in your customers business. When you solve one of their basic problems, do they typically have new, more interesting issues to address? A properly constructed and timed drip marketing campaign can help lay the groundwork for selling follow up services.

These are just a few of the ways you can use drip marketing to grow your practice. I'll cover some other uses of drip marketing in upcoming posts. In the meantime, please leave a comment and share you experience and\or questions about drip marketing.

Drip Marketing with Swiftpage Connect

Wednesday, June 16th, 2010

swiftpage-logo-smallerOur friends at Swiftpage recently announced their latest offering – Swiftpage Connect.

If you are familiar with Swiftpage, you know that it is a service that integrates with ACT! and other CRM programs. Swiftpage Connect is a free standing, web based automated marketing solution.

Here is a quick summary of the features included with Swiftpage Connect:

List Manager

Build and manage your list of contacts by importing one or many lists to Swiftpage Connect. Access E-marketing History, Call List Actions and keep notes specific to each contact. Then export qualified contacts, lookups, and groups to another database easily.

Email Marketing

Swiftpage Connect gives you the tools to create beautiful email templates from scratch or import a HTML template. Send your email now, schedule to send at a later date.

Email Tracking

Track who opened, clicked, bounced, suppressed and more. You can also view graphical and detailed data about your send.

Surveys and Web Forms

With Swiftpage Connect’s Surveys and Web Forms, you can build your list and become more informed on your contacts. The Drip Marketing Autoloader allows you to automatically load contacts into a Drip Marketing campaign to receive a series of marketing messages.

Call List

Swiftpage creates a ranked list of the most interested contacts based on their interaction with your email blast.

Drip Marketing

Swiftpage Drip Marketing gives you the ability to create a sequence of messages that are automatically delivered to your contacts at the right time. 

For more information, including screen shots of the product and demos, visit the Swiftpage Connect web page. Of course, you can always drop me a note or give me a call and I’ll be happy to answer any questions you have.

ACT! Gets Social

Tuesday, September 22nd, 2009

I have been using the 2010 version of ACT! for a little over a week now, and so far, I really like what I see. The upgrade process worked flawlessly. I like the user interface changes and so far the program seems to be a little more responsive than the last version did on the same machine.

One of the new features of ACT! is the Web Info tab on in the Contacts and Companies sections.  Shown below, the Web Info tab gives you quick access to several social sites such as LinkedIn, Facebook, and Plaxo. You can also view the local weather for your contact as well as perform a quick Google News search as you are dialing the phone.

ACT_Web

I really like the LinkedIn feature for managing my “cold” prospects. Typically when I have a list of prospects that I build from a service like ReferenceUSA, I will do a quick search in LinkedIn to see if I have any second level connections to the person or their company. If I have a second level connection I will ask for an introduction. Otherwise, I will just add them to my cold calling list. Since I import these lists into ACT! anyway, this new feature saves me a little bit of time on each contact and just makes the workflow feel a lot smoother.

ACT! does provide the ability to add your own links to the Web Info tab.

What’s your favorite ACT! feature?

How Is Drip Marketing Different From An Autoresponder?

Wednesday, July 22nd, 2009

I have been talking about this question quite a bit recently with small business owners. While they may seem very similar, the biggest difference (at least in my mind) is that drip marketing allows you to send information to customers and prospects based on actions they have taken. For instance, if you send out e-zine and someone clicks on a link for a particular offer, you can launch a drip marketing campaign to provide follow up information. You can also customize your responses based on the actions they take on your follow up messages.

Swiftpage is a great tool for implementing a drip marketing campaign. Swiftpage allows you to create multistep marketing plans, giving you tools to intelligently and automatically reach out to your leads, prospects and customers.

The other thing I really like about a tool like Swiftpage is it integrates with data you already have. For example, if you already use ACT!, Swiftpage will work with your existing ACT! data. Without this integration, you end up with several sets of data, each in a different location, and you end up spending inordinate amounts of time coordinating and reconciling data. I don't know about you, but the small business owners I meet don't a data management hat to wear along with everything else they have on their plate.

We have lots of great technology tools these days. The key is to make sure the ones we select actually help us be more effective and efficient, and don't just give us another job to do.

Drip Marketing With Swiftpage

I mentioned in a previous post that I am part of a partnership with ACT! and Swiftpage

I am very excited about this partnership. I have spent most of my career automating business systems to make them reliable, consistent, cost effective, and measurable. I really like what Swiftpage brings to small business.

Swiftpage helps put your sales and marketing initiatives on cruise control. With it, you can build and deliver multi-step marketing plans that use different media (phone calls, letters, postcards, fax, and e-mail).

A strong drip campaign can operate like a sales rep or customer service rep for a fraction of the cost.

You can even send messages based on the recipients actions – send one message to the people who opened your e-mail and a different one to the people who didn’t.

Drip Marketing Beta (or Pilot) Program

I have put together a new program to help small business get up and running as quickly and effectively as possible with Swiftpage. Since this is a new program, there will be a beta phase as we work out the normal bumps that are part of a new service. The good news for you is, you can save some big bucks. Here’s how it works:

I will work with you to design your drip marketing campaign.  Together we will plot out the objectives of the campaign, what each step will consist of, the look and/or copy of each step and to whom it is going to go to and when.   

I will then set it up for you in SwiftPage. I will also work with you to follow up, evaluate, and make adjustments to your campaign as necessary.

The beta test investment is $899 and in exchange you agree to excuse any lumps and bumps in the process and be willing to give us feedback on the program as well.

After the beta period, this service will be competitively priced between $2500 – $4500, so this is a sizzling hot opportunity. 

If you are interested in participating, please contact me so we can have a short discussion to make sure that this program is right for your business.

P.S. SwiftPage works great with ACT! If you own ACT!, I’ll show how the two work together to create a great small business CRM system. If you don’t have ACT! but want to set it up, we can price that separately for you and get you up and running quickly.

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.

Marketing Plan Pro Powered by Duct Tape Marketing

Monday, August 25th, 2008

Marketing Plan Pro

Tim Berry, business plan guru and friend of the blog, announced the launch of Marketing Plan Pro 11, also known as Marketing Plan Pro Powered by Duct Tape Marketing.

I had the pleasure of working with early beta versions of the software and have found it to be a very flexible and easy to use tool. As Tim teaches in his book, The Plan-As-You-Go Business Plan, the key to planning is to constantly revise and update your plan as your business grows and circumstances change. This is where having a good software tool for managing your plan really helps. Marketing Plan Pro has several tools to help you stay organized, to review your performance against the plan, and to make adjustments to the plan as needed.

Staying true to the principles taught in Plan-As-You-Go, Marketing Plan Pro provides a 30 Minute Plan, a Basic Plan, and a Standard Plan. I think most small business owners will want to start with the 30 minute plan and then add to it as needed.

For more information, check out this quick video tour of Marketing Plan Pro.

Software Alone Won’t Cure Your Marketing Blues

Monday, May 19th, 2008

Via the Inside CRM Blog, I found this list of of the Top 10 marketing-related frustrations. The list came from a survey conducted by Infusionsoft in the 2008 U.S. Small Business Marketing Frustration Survey. Here is the list:

  1. Too difficult to follow up with cold, warm and lukewarm leads consistently and efficiently
  2. Can’t properly track and manage prospects and customers
  3. Need to integrate online and offline marketing efforts
  4. Poor email deliverability
  5. Too much manual grunt work in the sales and marketing process, no automation
  6. Can’t track sales activity
  7. Lack of centralization, too many different programs and systems
  8. Too costly to maintain servers and IT staff
  9. Too difficult to manually manage multichannel campaigns
  10. One-dimensional marketing

I’ve seen a number of articles and posts commenting on how CRM software can solve these frustrations. In my experience, it’s not the lack of software that causes frustration for small business owners, rather the frustration stems from the over-abundance of software and features available.  Combine this "everything but the kitchen sink" approach to CRM software with the general lack of a systemized approach to marketing prior to selecting software, and it’s easy to see why CRM projects can give small business owners fits.

When there is not a process in place to automate, installing a CRM product becomes overwhelming because not only do you need to learn how to use the new tool, you also need to create your marketing process(es). This tends to lead to a backwards deployment model where first we pick a cool feature of the software and then we try to figure out how to use it to market our business. Regular readers here will recognize this as the familiar problem theme of selecting tactics without first having a strategy.

Here are a few other comments I have about this list as it pertains to small businesses that I work with, particularly service based businesses.

Looking at the list above, items 1,2, and 6 , which all have to do with tracking and following up, are not problems that stem from lack of software. They can easily be handled with a Big Chief Tablet, a #2 pencil, and a consistently executed process. Software can make these jobs easier, but you need to have a process before you can automate it.

Items 3, 8, 9, and 10 sound a little bit to me like items that a software company would put on a list for people to rank. Or, they may be the frustrations of those companies at the larger end of the small business market spectrum.

#4, e-mail delivery, particularly bulk e-mail, is one area where I think small business owners should look to outside help rather than trying to  do it themselves. We take sending e-mails for granted, but maintaining your lists, properly handling unsubscribe requests, and working to make sure your messages get delivered (and you are not flagged as a spammer) take more effort than you may think. Companies like iContact (and many others) have many people dedicated to making sure your messages are delivered.

#5, too much grunt work – again, I’m all for automating sales and marketing processes to remove grunt work (my 12 year career as a software developer was born out of my desire to eliminate grunt work from the auditing process), I just think it’s important to have a process before you try to throw software at the problem.

#7, centralization – In my experience, when small business owners say they have too many programs and systems, what they mean is they have too many (software) tools. In my opinion, things like ACT! or Outlook with Business Contact Manager, or SalesForce.com are not systems – they are tools that you can use to automate, report on, and manage your  marketing system.

I don’t want to sound like I’m anti-software, far from it. I have just found that a great source of frustration comes from purchasing marketing automation tools before there is a marketing plan or processes to automate. As I mentioned in this previous post, I think the right approach is have a process first, and then pick the right tools to help you automate that processes.

My friend and fellow Duct Tape Marketing Coach in Connecticut, Bill Doerr, has posted a great video titled Marketing 101 for Business Professionals and Service Providers. If you have a service business or practice and you want to grow your clientele by design rather than by accident, then Bill’s video is a must see.

In addition to being a great educational piece, Bill also has a very special, limited time offer that he makes at the end of this video presentation. I don’t want to spoil it here, but it really is a sweet deal – a "no-brainer" for anyone who wants a step by step program, along with supporting tools, for getting more clients now.

Click here to view Marketing 101