Visit Inc.com for the latest issue of Inc. Magazine and get advice, tools, and services that help your small business grow.
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Visit Inc.com for the latest issue of Inc. Magazine and get advice, tools, and services that help your small business grow.
Read the full article at: www.inc.com
Want to know how to create a blog that supports business growth? This is a step by step guide to a profitable small business blog!
Read the full article at: rebekahradice.com
Sometimes customers are just plain wrong. Sometimes they have negative feedback you really need to hear. Whether you’ve just come across a furious one-star Facebook review or a nasty tweet from an unhappy customer, take a deep breath before you respond. Use your head to handle negative feedback. You’ll build stronger customer relationships and may even create a few new ones in the process.
Hit Pause
Never, ever respond immediately to negative feedback. After you read a tweet or comment that comes across hostile, it’s tempting to fire back a reply in self-defense. The problem with that is your first response won’t likely be representative of the way you want people to see your brand. It’s worth taking a step back to formulate a response that reflects your brand persona and customer service approach accurately.
Use Customer Data
Gather whatever information you have on the customer’s past interactions with your business. Are they a new or repeat customer? Have they had complaints in the past? Have they contacted you at all previously? How were past interactions handled? Having a CRM with a full contact history linked to each contact can help you come up with the best possible response to criticism. If you’re on the phone with an unhappy customer, you won’t have the luxury of a time out. Keep your emotions in check and allow your customer plenty of time to say everything they want to.
Respond Quickly
It’s a great idea to take a little time to respond appropriately, just don’t give in to the temptation to ignore negative feedback, even if it was given privately. While no response might be better than a fiery outburst, it won’t make you look good. Even private, negative feedback offers you the opportunity to solidify your brand reputation. Turning an upset customer into a happy one is about both addressing their issue and gaining a loyal customer.
Listen Up
That might mean hearing things you don’t want to or letting your customer get a little loud (within reason). Hear them out. Don’t attempt to fix anything until you’re certain the customer has been heard. Always address their concerns in your response to the best of your ability. Make it a habit to repeat back the complaint a customer is making, such as “I understand that our sales rep was disrespectful to you,” then offer possible solutions. Be sure the solution fits the complaint. Avoid insulting the customer further by offering a coupon or discount without addressing their issue.
Avoid Squabbling
Few things will make your business look worse than a petty back-and-forth with a customer. Exchanging insults, taking a condescending tone, and failing to address the issue won’t just further irritate the complainer. They’ll make you look bad to everyone. Attempt to resolve the issue publicly first. If the customer appears intent on arguing, ask them to email or DM you more details. This lets you take the conversation out of the public view, while putting the onus on the customer to calmly send you more details if they truly want to reach a resolution. If they only came for an argument, asking for information will end the exchange with your business looking good.
Delete or Don’t Delete
In rare instances, it is best to delete comments. For example, when racist social media trolls flooded a MAC post featuring a stunning image of a model’s lips sporting a new lip color, the company deleted all the hateful comments and addressed the racism in their Instagram bio.
In most cases, though, deleting negative comments is a missed opportunity. A public one-star review on Facebook invites potential customers to look more closely. How you respond helps new customers form an opinion of your brand. If the sheer number of comments on a particular entry is too much to deal with individually, address the issue directly in the bio section of your profile or with a pinned post.
While you might not be able to please everyone, it shouldn’t stop you from trying. Some unhappy customers just cannot be appeased, but doing your best to address the issue and offering stellar customer service will display the best of your brand to everyone who sees the interaction.
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
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“Why are we not getting more leads from our website?”
Have you ever asked yourself this question? For a results-oriented business owner like yourself, simply getting a straightforward answer can even seem impossible. Everyone you talk to has an opinion, but no one can provide a definitive solution.
In my experience, there are nine common issues that business owners face when it comes to inbound marketing. In this post, I’ll share what each one means for your business.
As we’ve discussed in previous articles , sales and marketing are related – yet two entirely separate disciplines. Yes, they should go hand in hand, but unfortunately, that’s often not the case.
Unless you’re proactive, you may hear the following complaints or questions:
From your sales staff:
From your marketing staff:
How can you avoid such dissent from bubbling up in your organization? The first step is to take control of the situation. Don’t just assume that sales and marketing departments will naturally align on their own. If your goal is to improve your inbound marketing, you must make this crystal clear to all team members. Then, it can be wise to start a cross-functional team (comprised of sales and marketing leaders) whose shared mission is to facilitate a healthy, ongoing line of communication.
Even the largest of companies can have surprisingly terrible websites. (In fact, over the years, I’ve observed that there’s often an inverse relationship between company size and website quality.)
If your gut tells you that your website needs an overhaul, you’re not alone. Beyond your intuition, what specific factors contribute to an unmanageable website? Here are some signs that you’re dealing with one:
Do any of these sound familiar? If so, perhaps it’s time you considered an upgraded web presence. As you formulate your plan, just remember that a website is more than a digital brochure. It also needs to be flexible and functional for your business needs. Partner with an agency that brings together a mix of graphic design, technical, and marketing know-how.
Even if you have a manageable website, it doesn’t mean that anyone will be able to find it. In fact, a beautifully designed website with little or poor content is destined for page three (or worse) of the search results. Search engines will only recommend your site to your intended audience if you use detailed, strategically targeted content.
How can you create better content for your website? Try these simple ideas:
Think Like Your Customers: What would you search for if you had never heard of your business? Try to be as specific as possible. Jot down a few keywords that come to mind. For example, if you’re a fitness repair company, your customers are likely dealing with a specific equipment-related issue. So, targeting words like “broken treadmill repair services” or “rowing machine maintenance” could yield positive results. To validate your assumptions, you might also try using a keyword research tool (there are many free and low-cost research tools to choose from).
Set Some Minimum Standards: I usually tell clients that effective articles contain at least 400 words and maintain a natural flow. Sure, you want to work in the occasional keyword, but do so casually. Also, be sure to define best practices for structuring your URLs and meta tags. Search engines use this information to properly index your content.
Make Content Part of Your Routine: Writing a blog article may seem like a lower priority. However, each new article is actually a piece of real estate your business can claim in the search engines. To beat the competition, find creative ways to capture and produce content ideas. For example, dictating into your phone (while on the go) can be an efficient way to get started.
We live in an increasingly nonpersonal ecosystem. People prefer text messages to phone conversations. They opt for one-click eCommerce rather than a local store clerk. The same is true for your website. Don’t assume people want to call you on the phone.
A call-to-action (CTA) is usually a button or hyperlink on your website, directing a visitor to take action. Offering a variety of well-crafted, strategically located CTAs can increase engagement and help you convert more visitors to leads.
What are some good CTA examples? Of course, it can vary by business model and niche. Here are a few quick examples:
Software companies
Insurance agencies
Handyman services
What CTAs make sense for your business? Once you’ve answered this question, design a landing page for each call-to-action. Then, as you craft compelling content, link from each article to the correct page. You might be surprised at how this simple step lifts your web marketing ROI.
Many marketing professionals position themselves as a “jack-of-all-trades.” Social media plan? No problem. Relaunch a website? I’ve got it. Design a brochure from scratch? No worries.
To market your business in today’s competitive online environment, you need a diverse set of skills. Although there’s an important place for marketing generalists in your company, you also need a team of go-to specialists. These might include:
An effective marketing manager will gladly pull such resources together, rather than doing it all alone. By combining the collective genius of generalists and specialists, your team is much more likely to arrive at a robust web marketing program.
Don’t let your “marketing guy” (or gal) convince you otherwise.
In time, an effective digital marketing plan will start to bear fruit. More people will begin to discover your website and calls-to-action, leading to a greater volume of inquiries. You may go from very few inbound leads to dozens within months (depending on your niche).
Be ready to handle the surge in activity; there’s nothing worse than turning away (or ignoring) new business that you’re not ready to handle. Here are a few suggestions.
Connect to Your CRM: Many CRMs (including Insightly) offer a web-to-lead feature, allowing you to seamlessly capture inbound requests as new lead records. If you’re already using a different form software or plugin, check to see if you can create an integration.
Enable Follow-Up Automation: Countless studies have shown that leads lose interest shortly after leaving your website. Consider enabling autoresponders that go out within moments of each form submission. Before enabling such a feature, spend time crafting a compelling, helpful message that adds value to the recipient. Prospects will appreciate the personalized service (and probably won’t realize it’s an automatic response).
Hold Your Sales Team Accountable: Some people are just stuck in their ways. I’m not saying this is the case with all of your reps; but, there’s a good chance some are at least skeptical of web leads. Create accountability by closely monitoring lead reports in your CRM. For greater clarity, you might even enable an automatic report that shows up in your inbox each morning.
Speaking of skeptical team members, your sales team may be telling you that inbound leads are much colder than the “normal” deals they’re working. This is helpful information, but it’s largely anecdotal. You need a way to actually measure the quality of incoming leads.
Get the answers you need by diving into your CRM. For example, if you’re an Insightly user, you might create a custom lead report containing the following criteria:
If, after filtering by source, you see that most web leads are stuck in “open – not contacted,” you may be dealing with a workflow or training issue. Are certain sales reps accidentally overlooking inbound leads? Or, do they not understand where to look in your CRM? Perhaps enabling email alerts would improve the situation?
On the other hand, your reps may have a valid point – especially if most web leads are quickly disqualified after creation. If this is the case, should you consider revisiting your web copy and calls-to-action? Perhaps your website needs a slight repositioning to more closely align with the sales process.
Your CRM isn’t the only place you should look for marketing insights. In fact, many businesses make the mistake of overlooking a wealth of data housed in their web analytics software.
Sure, most businesses at least go through the motions and enable an analytics package (such as the extremely popular Google Analytics service). Unfortunately, few take the time to dive in and get the most from it.
I could talk for hours on this subject. However, in the interest of being concise, I would simply pose the following questions. If you don’t have answers to these questions, it’s time you did.
Start with those questions, and you’re likely to come up with a dozen or two of your own.
If you’ve ever worked in the corporate world, you may have heard someone say, “The first things to get cut during a downturn are marketing and human resources.”
You’re obviously not a mega corporation. But, there is a thread of truth to this in your own business. Despite your efforts to make web marketing a priority this year, you always get pulled into the latest customer drama or crisis.
I wish I had an easy solution to this problem, but alas, I don’t. I would simply advise that you use your calendar strategically and proactively incorporate new marketing initiatives into your routine. Unless you’re motivated to improve your online footprint, there will always be something more pressing to grab your attention.
(Of course, hiring a marketing consultant – like me (shameless plug) – could also help hold yourself accountable. I’m just saying….)
Develop a Plan of Action for Your Inbound Marketing
Here’s the good news: inbound marketing (like most aspects of marketing) is an iterative process. Whether you’re struggling to develop compelling copy or dealing with poor lead management, there’s always hope that tomorrow will bring new efficiencies.
Try not to get overwhelmed. Rather, accept the situation you’re facing today and look for incremental enhancements. Give preference to solutions that will add the greatest value for the least amount of effort (or resources).
Try a few things, monitor the results, and continuously adjust. You can do this!
link to my article “How to Avoid Turf Wars Between Your Sales & Marketing Departments”
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
Share love, share Insightly: Refer Insightly, Receive a reward.
Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.
Learn how to protect your small business from cyber-attacks.
Read the full article at: www.business-opportunities.biz
Welcome to Turn It Up Tuesday, where we bring you 4 weekly tips—a tip on running your business, a tip on using Insightly CRM, a tip on improving your sales, and a tip on improving your life. Enjoy this week’s tips!
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Score Your Leads with Insightly “Lead Rating” |
Not all leads are created equal.
In fact, depending on your business model, marketing strategy, and product mix, some leads may be nothing more than a waste of time. For example, if your product is only available in the United States, an inquiry from Portugal is probably not at the top of your priority list. For this reason, Insightly offers a simple, yet effective way to score your leads. Although easy to overlook, the “lead rating” field can be an invaluable tool for keeping your team working on those leads most likely to convert. To begin scoring your leads in Insightly, simply open an individual lead record and toggle the lead rating to your desired level (by default, Insightly’s range goes from 0 to 5). Once lead scores are assigned to your existing leads, you can then use Insightly filters and reports to prioritize next steps. To build a lead score filter, simply click “create new filter” and select “lead rating” in the “filter by” dropdown menu. Customize your settings and save accordingly. The following screenshot shows leads that have a rating greater than three.
For a more dynamic, in-depth view, try setting up a custom lead score report. Navigate to your Insightly reports, create a new lead report, and drag “lead rating” into the reporting window. Now you can view and sort leads based on perceived quality.
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Closely Monitor Lead Quality by Source |
![]() As you experiment with lead scoring, it may become painfully obvious that certain sources are generating lower quality leads than others. For example, let’s say that most leads originate from one of five sources:
Your gut tells you that trade show leads are the least valuable to your business. Unfortunately, your sales cycle takes forever, which means your current batch of leads could take months to close. And, you need to finalize your event budget by next Friday. What are you to do? By tracking lead rating, you’re able to get much quicker feedback on how effectively your marketing dollars are being spent. Simply drill down into a detailed report that includes both lead rating and source. You might try filtering all open leads by each source and arriving at an average score. Assuming that your lead scores are reliable, this exercise should offer a glimpse into future marketing ROI. Armed with this information, you’re now ready to finalize that event budget – a feat otherwise impossible without your foresight to track and monitor lead quality!
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Avoid Weird Styling Issues When Pasting |
![]() Copying and pasting text can be frustrating – especially when pasted items mess up the styling of a time-sensitive project. Oversized fonts, missing characters, and weird spacing issues are just a few common byproducts of your “Control + V” impulse. An occasional quirky email or internal document is something you can live with. However, when you’re preparing a customer-facing blog post or newsletter, making a single mistake can tarnish your otherwise stellar reputation. To avoid embarrassment, it’s a good habit to paste plain text (instead of “formatted text”). Depending on the computer, browser, and apps that you’re using, pasting unformatted text can be done a number of ways, such as:
Let’s say that you’re drafting a blog post, which has two styled sections: paragraph text and a header. Your current header reads “Why You Should Love My Company” (original, right?). After giving the headline additional thought, you decide to change it to “How My Company Will Improve Your Life” (another brilliant title that you copy from your “idea bucket” document). As you know all too well, selecting the new title and pasting on top of the current headline will get you in trouble. So, instead, you could do this:
Congrats! You just copied and pasted without messing up the style!
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Define Your In-House Lead Scoring Criteria |
New deals don’t just fall from the sky. Like anything else in business, the outcomes we achieve are usually directly related to prior effort. With this in mind, the first quarter is drawing to a close. Is it living up to everything you had hoped for? Will you beat your quota? If not, what caused the discrepancy? Perhaps you’re not being strategic enough with your appointment setting goals. All things being equal, more sales appointments result in more quotes and proposals – which, of course, translate into new customers. So, what are some simple ways to boost the number of appointments next quarter? Try these: Don’t Just Wait for Inbound Leads – Inbound marketing can be a great source of new leads, but it’s not everything. Never stop cold calling and searching for new sources of your own leads. Be your own lead source to supplement what comes in from your website. Circle Back to Closed-Lost Deals – Unless you’re selling a piece of equipment that lasts indefinitely, there’s always a possibility that lost opportunities could reignite. It’s therefore healthy and wise to occasionally circle back with those who originally said “no.” Partner with Your Marketing Team – Your marketing team is always looking for new ways to engage prospects and customers. Don’t be shy about sharing upsell, cross-sell, and brand awareness ideas with marketing. Email, social, and PPC ads are great ways to stir up interest – and, of course, generate more appointments for you.
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Would you like to share your tips with Insightly customers? Send them to us! If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card! Contact us on Facebook, Twitter, Google+, or send us an email.
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About the author: Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.
Join us on Friday, March 24th, at 11:00 am, PST, for an Insighlty YouTube Live event hosted by small business expert and publisher of Smart Hustle Magazine, Ramon Ray. Ramon will engage in a conversation with Insightly customer, Fran Davis — personal chef, entrepreneur, and founder of The Flavorful Fork.
Together, Ramon and Fran will discuss how to avoid stumbling-blocks that get in the way of productivity, and instead employ tips and strategies that can help any busy working professional get more done in less time.
Save the date. Save a space. Register today!
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
Share love, share Insightly: Refer Insightly, Receive a Reward.
Now that we’re well into the new year, it’s a good time to think about how you’re using your CRM. Are you making use of all the integrations that help streamline your workflow? Or, are you missing out on their full potential? Take a look at these valuable integration options so you can make the most of your software and watch your business grow.
Office 365
Microsoft Office 365 is the cloud version of the Office programs, available for a monthly fee. Documents can be stored on your local machine, or in the cloud, allowing you to work anytime, anywhere, on any device, including tablets and smartphones. Plans start at $10/month, ($8.25/month for annual commitments) and include: Outlook, Word, Excel, Powerpoint, and OneNote. PC users can also get Access and Publisher. Integrations with your CRM allow you to include documents in projects and share with other members of your team.
Because not every business uses Office 365, most CRMs, including Insightly also provide integrations with GSuite; the GDrive Apps that you can access for free, like Drive, Docs, Sheets, Slides, and Forms.
OneDrive
Microsoft OneDrive is included as part of the Office 365 experience. It’s a file sharing platform that makes it easy to share large files with one or more people. With this integration, you can automatically store project files in the cloud, and have them shared with anyone who’s on the project. It’s worth noting Insightly also integrates with Box and Dropbox, two other widely cloud storage platforms. This way, no matter which one you choose to use in your business, you’ve got an integration that will make your life easier.
Zapier
If you’ve got a paid Zapier account – plans start at $20/month – then you can create a lot of your own integrations and build workflow automations to increase efficiency and save time. Because Zapier works with more than 500 apps, you can force any number of integrations that aren’t directly available through your CRM provider.
Send your Gravity Forms contacts to Insightly, or create new contacts from new Gmail emails. Create Trello cards from new tasks. Create new opportunities from your email subscribers. Using Zapier, you’ll never have to worry about manually importing or exporting contacts, opportunities, or tasks again. Your zaps can be up and running in seconds, and save you countless hours over the course of a year.
Quickbooks Online
Unless you’re a professional bookkeeper or accountant, you know what a hassle it can be to track business income and expenses. Once you integrate the two platforms, you can view records and copy information between the two systems. You can link your Quickbooks information to organizations, projects, opportunities, or contacts. It helps you keep track of which contacts are bringing in the most money, and which ones are costing you the most money.
Hubstaff
If you need to track time spent working on a project – either on a project by project basis, or for hourly tracking – Hubstaff makes it easy. You can automatically track time on each task, assign priorities to users in your CRM, and push those to user desktops. You can see screenshots of what members are working on, ensuring they’re staying on task, and get in-depth reports of time spent on tasks.
MailChimp
MailChimp is an email marketing software that grows with your business. It’s free for up to 2,000 subscribers. This integration allows you to export leads and contacts from your CRM to your MailChimp lists, and import your subscribers as contacts. You can view campaign statistics, and update member information with your CRM data during export.
Microsoft Flow
Microsoft Flow is another task automation option. At this time, there are just over 100 apps that can be connected to automate processes and tasks, including Basecamp, Dropbox, Chatter, OneDrive, MailChimp, and many more applications you use.
The more integrations you can use with your CRM, the more efficient your workflow can become. Yes, it will take some time to set everything up the way that makes the most sense for your organization, but once that initial setup is done, it will make operations a breeze.
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
Share love, share Insightly: Refer Insightly, Receive a Reward.
Only available on our Professional and Enterprise plans, Insightly’s automated workflows, are like smart robot assistants that live in your account. You tell them what to do, when to do it, and they take action when you specify. For example, you can automatically send an email when a lead hasn’t been followed up with in the last 30 days or you can automatically update a field when a contact becomes a customer. And, now, we’ve added the ability to “Add a New Webhook” which means that you’re able to use workflows with other tools that support webhooks like Zapier or Google Sheets.
Some examples of how this improvement can be used are:
As you can imagine, webhooks in workflows opens up a lot of possibilities, especially when you connect to a service like Zapier. Some of the benefits of using workflow webhooks are:
With webhooks in Workflow Automation, you’ll never let updating your CRM interfere with key business initiatives again. Learn more about Workflow Automation in our help articles or you can check it out for yourself on a free trial account.
Millennials are pushing new, experience-driven modes of engagement at all levels of business, and smaller companies are pioneering in this space.
Read the full article at: www.digitalistmag.com