Channel Engagement and Education. Modern Approaches for a Modern Age

Size: px
Start display at page:

Download "Channel Engagement and Education. Modern Approaches for a Modern Age"

Transcription

1 Channel Engagement and Education Modern Approaches for a Modern Age

2 Channel Engagement & Education Modern Approaches for a Modern Age Channel partnerships can be productive relationships, with increased revenue and market share for everybody. But research by Sirius Decisions indicates that although most channels partner with six or seven suppliers, they only actively sell for one or two. What are the select few doing that s engaging their channel partners so effectively? In this brief, we ll explain what companies who nurture successful partnerships are doing right, including best practices for a modern age. Make it easy for your partners to find information New partners are often sent a link to a portal, with the expectation that they ll be able to find everything they need. However, studies show that portals average 18% engagement, with many as low as 5%. Why so low? Because portals are often cluttered and disorganized, making them difficult to navigate. These barriers don't just discourage users, they increase the odds of salespeople creating their own resources, or accidentally using outdated information. But there s hope! Consider the following: Think push and pull. Augment your static portal with content management technology that enables the push of real-time updates and automatic recommendations, as well as pull, or ondemand search. Push: Many technologies, such as Guided Selling, can now auto-suggest content based on contextually-relevant data, such as prospect information, product, transaction type and/or the stage of the buying cycle. Pull: How robust is your search function? Can your partners easily filter your content by the most popular categories? Allowing your partners to filter information cuts down on clutter so they can easily access the most relevant materials Veelo, Inc. All Rights Reserved. 1

3 Create content that facilitates customer engagement. Are sales kits readily available? Do you have product messaging, playbooks and storyboards/use cases to guide your partners? Include aids that help drive valuable customer conversations, not just product features and benefits. Real-time updates. How easy is it to update your portal materials, and how fast can those changes propagate? Your content management tool should ideally allow you to update materials on the fly, with changes reflected in real-time view to ensure your channel partners have only the most up-to-date support material at all times. Are you mobile friendly? The Bring Your Own Device (BYOD) trend in the workforce is massive and here to stay. With a whopping 60% of channel sellers using mobile as their primary means to access vendor information, the resources your partners access need to be responsive in design and compatible with all major devices. 50% of all cell phones and 54% of all tablets used for work purposes are the employees personal devices. Citrix Focus on designing user interfaces and content usable by the lowest common denominator devices, such as a smartphone with a small display, slow data transfer rate and limited interactive capability. Everything matters when creating content for effective mobile engagement, from font choices and background colors to the pixel size of a button. Keep it simple, whether it s design, message, interaction or feedback Veelo, Inc. All Rights Reserved. 2

4 Relevant information in the hands of informed salespeople not only helps them to stay on-message, but drives richer engagement with prospects and consistency in brand messaging. Tailor education to the stage of their engagement There are typically three critical stages to channel partner enablement: onboarding, intermediate and long-term. Support content and information should ideally be tailored to the specific part of the channel life cycle. Onboarding The onboarding stage typically takes place in the first 90 days and involves a host of introductory activities such as delivering product information, beginning-stage training, and introductions to processes and workflows. Sharing information that is directly relevant to them and their needs increases credibility and helps foster a deeper relationship. TIP: Because many channel partners lack sales and marketing skills, be sure to provide them with a menu of marketing plays, instead of leaving the construction of the marketing program up to them. Customize your assets, pre-assemble the programs, and have them ready to use. Intermediate Channel partners in the intermediate stage (between 90 days and one year) have different needs. At this point, assets and tools should be tailored to buying cycles and demand type. Training is an ongoing process, and striking the correct balance for communication is key. Avoid bombarding them with context-less product release information frequency is not effectiveness. Content should be prescriptive: include examples and explain what, how, and why the channel partner should care. It s also important to remember that when it comes to learning, less is oftentimes more. Make content easy to consume: short bits of knowledge make learning more manageable, as well as easier to integrate into long-term memory and apply. TIP: Sweeten the pot with rewards for achievements and milestones, e.g., a certain percentage of channel partner reps achieving specific levels of competency Veelo, Inc. All Rights Reserved. 3

5 Long-Term Long-term channel partners that have been with you for longer than a year could be suitable for services and programs such as cross-selling and product blending. These partners may have developed specializations; if that is the case, engage them further with domain knowledge to develop them into specialists in a specific geographic area or vertical. Black belt programs are another possibility to allow partners to obtain in-depth information about products and services. TIP: Relevance for these partners is more important than ever. Communications should be helpful, supportive, and role-based. Align your resources accordingly, and don t be afraid to invite deeper collaboration from them. Actively solicit feedback Thoughtful and prompt two-way communication is necessary to maintain a healthy partnership. Your channel managers and sellers need tools to share thoughts and opinions as well as provide input. Making feedback easy Channel partners should be able to share both the good (an amazing new feature, a new use case, real customer results) and the bad (end users consistently encounter X bug, Y feature doesn t work, competitor challenges). Integrating a seamless feedback widget into your engagement materials is good, but a little prod can up your feedback rates immensely. Send reminders with a link to the content to be rated, followed by a note about how feedback helps improve content. Acting on the feedback Encouraging feedback is well and good, but channel partners need to feel that their responses make a difference. Assess whether the feedback is relevant, or whether change is possible or practical, and respond to their concerns. As for the things you did right, ask yourself: is it possible to replicate elements of that success elsewhere? 2014 Veelo, Inc. All Rights Reserved. 4

6 Track and Report Tracking engagement and usage is invaluable. Critical pieces of information you should find out include: Your channel partners participation rates The selling resources they committed to The quantity and types of training and reference aids they consumed The number of deals they closed this month Whether the sales tools you ve provided are a good fit for your partners needs Data like this and more can help you identify improvements needed, as well as spot leading sales indicators of success. Detecting those patterns is the first step to making any necessary course changes. Once you have created an optimal, repeatable model that is still flexible enough to accommodate different needs, you are well on your way to boosting your partners sales effectiveness. Summary: Engage Your Partners, Increase Your Mindshare When vying for channel partner mindshare is a challenge, keep one overarching principle in mind: make it easy. Make your portal easy to navigate by keeping the content organized and accessible. Make learning and assimilating easy for your partners by tailoring their education to the appropriate stage of their engagement. Make two-way communication easy by providing convenient ways to provide feedback. And last but by no means the least, make usage tracking easy for yourself so that you have current, accurate data to drive your future efforts and decisions. About Veelo Veelo helps companies improve sales effectiveness and productivity with scalable products for managing content and support, tailored to the way sellers learn, retain and use information. Veelo solutions are available as stand-alone web applications and can also be integrated with partner portals and CRM systems like Salesforce, Oracle CRM and Microsoft Dynamics, as well as Marketing Automation Systems such as Marketo and Eloqua. For more information, contact Veelo at or visit Veelo, Inc. All Rights Reserved. 5

THE COMPLETE GUIDE. to Engaging the Modern B2B Buyer

THE COMPLETE GUIDE. to Engaging the Modern B2B Buyer THE COMPLETE GUIDE to Engaging the Modern B2B Buyer B2B buyers have changed. ARE YOU PREPARED? The modern B2B buyer has evolved into a hybrid of characteristics seen in B2B and B2C consumers. Once rational

More information

Enhancing productivity. Enabling success. Sage CRM

Enhancing productivity. Enabling success. Sage CRM Enhancing productivity. Enabling success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

HOW A CRM SOLUTION HELPS SMALL BUSINESSES

HOW A CRM SOLUTION HELPS SMALL BUSINESSES Book 3 of 4 HOW A CRM SOLUTION HELPS SMALL BUSINESSES PART OF THE CRM SUCCESS SERIES Introduction LEARNING ABOUT CRM Technology has changed the game for small businesses. Where department size was once

More information

HOW BEST-IN-CLASS DEALERS ARE MAKING MORE CUSTOMER CONNECTIONS

HOW BEST-IN-CLASS DEALERS ARE MAKING MORE CUSTOMER CONNECTIONS : HOW BEST-IN-CLASS DEALERS ARE MAKING MORE CUSTOMER CONNECTIONS SEE HOW YOUR CRM UTILIZATION AND LEAD PROCESSES STACK UP EXECUTIVE SUMMARY The CRM is a relatively recent addition to the automotive dealership,

More information

5 Ways to Automate Collaboration Between Sales Teams and Everyone Else

5 Ways to Automate Collaboration Between Sales Teams and Everyone Else 5 Ways to Automate Collaboration Between Sales Teams and Everyone Else Table of Contents Introduction 01 Smartsheet 02 for Salesforce Common 04 Salesforce Challenges Use 09 Cases Conclusion 13 Introduction

More information

Better Together: Combining Your CRM Software with Marketing Automation

Better Together: Combining Your CRM Software with Marketing Automation Better Together: Combining Your CRM Software with Marketing Automation Marketing software and CRM systems are complementary tools that only reach their full potential when paired together. Not only can

More information

How to Succeed in Social Selling with Employee Advocacy

How to Succeed in Social Selling with Employee Advocacy How to Succeed in Social Selling with Employee Advocacy What is social selling? Social selling is about leveraging social networks to interact with potential buyers to build revenuedriving relationships.

More information

WHAT IS MARKETING AUTOMATION?

WHAT IS MARKETING AUTOMATION? 1 WHAT IS MARKETING AUTOMATION? The adoption of marketing automation technology is expected to increase to 50% by 2015. Sirius Decisions How Marketing Automation Has Evolved (2012) ORIGINS Marketing automation

More information

REVVING UP REFERRALS: HOW SMALL TAX FIRMS CAN BOOST REFERRALS

REVVING UP REFERRALS: HOW SMALL TAX FIRMS CAN BOOST REFERRALS REVVING UP REFERRALS: HOW SMALL TAX FIRMS CAN BOOST REFERRALS INTRODUCTION In the world of small tax and accounting firms, the business that comes from word-of-mouth referrals is often the bread and butter

More information

Empowering sellers to drive personal engagement with customers

Empowering sellers to drive personal engagement with customers Microsoft Dynamics 365 for Sales Empowering sellers to drive personal engagement with customers We can use data to make data-driven decisions and communicate to our teams using actual data. Everyone here

More information

ADVANCED LEAD NURTURING

ADVANCED LEAD NURTURING Definitive Guide to Lead Nurturing Lead Advanced Lead Nurturing In Part One, we defined lead nurturing the process of building relationships with qualified prospects regardless of their timing to buy,

More information

How to Drive Higher In-store Revenue with Online Scheduling

How to Drive Higher In-store Revenue with Online Scheduling How to Drive Higher In-store Revenue with Online Scheduling Table of Contents Introduction Embracing the Phygital Experience Driving In-Store Interaction in the Digital Age Seamless Scheduling Automation

More information

SELL MORE. SERVICE MORE... PERIOD.

SELL MORE. SERVICE MORE... PERIOD. SELL MORE. SERVICE MORE... PERIOD. Dealer-Inspired Service and Customer Retention Solutions Designed to help solve daily dealer challenges, AutoLoop s proprietary solutions have proven to generate 0%+

More information

IT S TIME FOR YOUR MARKETING TO SOAR. Strategy. Opportunity. Automation. Results.

IT S TIME FOR YOUR MARKETING TO SOAR. Strategy. Opportunity. Automation. Results. IT S TIME FOR YOUR MARKETING TO SOAR Rise Above the Competition with Eagle s Marketing Platform, SOAR. Building a strong business strategy that includes all of the available marketing channels can seem

More information

Enhancing productivity. enabling Success. Sage CRM

Enhancing productivity. enabling Success. Sage CRM Enhancing productivity. enabling Success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

Designing a Lead Lifecycle in Salesforce

Designing a Lead Lifecycle in Salesforce Designing a Lead Lifecycle in Salesforce A Best Practices White Paper for Response Management Better data. Better marketing. Table of Contents Introduction 3 The Words We Use 3 What is a Lead? 3 Evolving

More information

MAXIMIZE PROFITS VAR BUSINESS

MAXIMIZE PROFITS VAR BUSINESS HOW TO MAXIMIZE PROFITS IN A LOW MARGIN VAR BUSINESS Introduction With each passing day, VAR business is getting more and more competitive. As a result, margins have shrunk considerably which has reduced

More information

The Definitive Buyer s Guide for a. Customer Success Platform

The Definitive Buyer s Guide for a. Customer Success Platform The Definitive Buyer s Guide for a Customer Success Platform Table of Contents Customer Success Platform Overview 3 Getting Started 4 Making the case 4 Priorities and problems 5 Key Components of a Successful

More information

Sales Performance Technology. Evaluation Checklist

Sales Performance Technology. Evaluation Checklist Sales Performance Technology Evaluation Checklist Sales Performance Technology Evaluation Checklist Introduction There are good reasons to invest in sales performance technology. Maybe you are looking

More information

NURTURE MARKETING. Plant a Seed to Warm your Leads

NURTURE MARKETING. Plant a Seed to Warm your Leads NURTURE MARKETING Plant a Seed to Warm your Leads The Evolution of Marketing Back in the day, Marketing was about pushing information from the seller to the buyer. Then the internet came and people could

More information

Sage 300 ERP 2014 Get more done.

Sage 300 ERP 2014 Get more done. Sage 300 ERP 2014 Get more done. Get more done by connecting your business, providing a better customer experience, and increasing revenue. New web and mobile functionality: driving better customer experiences

More information

The Ultimate Switch Kit

The Ultimate Switch Kit The Ultimate Switch Kit FROM MARKETO TO SALESFUSION A Complete Marketing Automation Transition Guide Simplifying the Switch The ultimate goal of a marketing automation platform (MAP) is to make you look

More information

Ten Tips for Accelerating Your Pipeline. Shorten the sales cycle and bring in more revenue no additional headcount required.

Ten Tips for Accelerating Your Pipeline. Shorten the sales cycle and bring in more revenue no additional headcount required. Ten Tips for Accelerating Your Pipeline Shorten the sales cycle and bring in more revenue no additional headcount required. INTRODUCTION Why choose marketing automation? The average sales cycle length

More information

The Sales Professional s Guide to: Microsoft Dynamics 365

The Sales Professional s Guide to: Microsoft Dynamics 365 The Sales Professional s Guide to: Microsoft Dynamics 365 The Sales Professional s Guide to: Microsoft Dynamics 365 Executive Summary The perception of CRM amongst sales professionals is one of huge effort

More information

WELCOME TO GREENHOUSE SETUP CHECKLIST. Everything you need to know to get up and running with Greenhouse!

WELCOME TO GREENHOUSE SETUP CHECKLIST. Everything you need to know to get up and running with Greenhouse! WELCOME TO GREENHOUSE SETUP CHECKLIST Everything you need to know to get up and running with Greenhouse! Project Kick-Off Welcome to Greenhouse! The first step in getting your organization up and running

More information

When we group these different methods into categories, outbound marketing proves to be the most effective for generating B2B leads

When we group these different methods into categories, outbound marketing proves to be the most effective for generating B2B leads % 2 B2B marketers spend a lot of time talking about inbound marketing, but that doesn t make outbound marketing irrelevant. In fact, outbound marketing is still the most effective way to generate B2B leads

More information

NEW RULES OF ERP. At a Glance

NEW RULES OF ERP. At a Glance NEW RULES OF ERP At a Glance Today s manufacturer faces an ever-changing set of challenges. Customer requirements, rising numbers of orders, mergers and acquisitions, along with other demands, all impact

More information

A SIX-STEP, NO-FLUFF GUIDE TO BOOSTING SALES

A SIX-STEP, NO-FLUFF GUIDE TO BOOSTING SALES A SIX-STEP, NO-FLUFF GUIDE TO BOOSTING SALES This white paper delves deeper into Speak2Leads core belief: that if you don t speak to a lead when it s sales-ready, you ll never get another chance. In other

More information

5 Steps to Increase Revenue Through Customer Experience. A guide to picking the right technology for delivering competitive customer service

5 Steps to Increase Revenue Through Customer Experience. A guide to picking the right technology for delivering competitive customer service 5 Steps to Increase Revenue Through Customer Experience A guide to picking the right technology for delivering competitive customer service A guide from Mitel Ten years ago, people would simply pick up

More information

Workforce Dimensions

Workforce Dimensions Workforce Dimensions Built from the ground up to manage the workforce of the future today Welcome to the Future of Workforce Management Breakthroughs in technology affect nearly every dimension of our

More information

The Power Of Mobile Sales Productivity EMPOWERING FIELD SALES TEAMS TO GET A STEP AHEAD, WITHOUT THE EXTRA STEPS

The Power Of Mobile Sales Productivity EMPOWERING FIELD SALES TEAMS TO GET A STEP AHEAD, WITHOUT THE EXTRA STEPS EMPOWERING FIELD SALES TEAMS TO GET A STEP AHEAD, WITHOUT THE EXTRA STEPS CONTENTS Introduction 3 A day in the life of a field salesperson. 4 The 2 pillars of mobile sales productivity... 5 Improving sales

More information

How can you connect suppliers and members and offer more value while generating non-dues revenue? The Ultimate Buyers Guide

How can you connect suppliers and members and offer more value while generating non-dues revenue? The Ultimate Buyers Guide How can you connect suppliers and members and offer more value while generating non-dues revenue? The MultiView's buyers guide is the ultimate industry search portal that enables members to research for

More information

10 Reasons to Consider Marketing Automation

10 Reasons to Consider Marketing Automation 10 Reasons to Consider Marketing Automation 1 As a marketer, you face daunting expectations and goals. You are probably expected to generate successful outcomes in less time, and in a digital age where

More information

INBOUND SALES PLAYBOOK. Your Comprehensive Plan for Turning Prospects Into Happy Customers

INBOUND SALES PLAYBOOK. Your Comprehensive Plan for Turning Prospects Into Happy Customers INBOUND SALES PLAYBOOK Your Comprehensive Plan for Turning Prospects Into Happy Customers SO, YOUR BUSINESS WANTS TO GO INBOUND WITH ITS SALES PROCESS? Way to go! You re already on the right track to getting

More information

8TIPS. for Successful CRM Implementation

8TIPS. for Successful CRM Implementation 8S for Successful CRM Implementation 8 S 1. Use the CRM system 2. Customize the system at all possible levels. 3. Don t force-fit features you don t need. 4. Automate routine. Use your time for what s

More information

Mobile Marketing Vol. 2

Mobile Marketing Vol. 2 TITLE: How To Be Successful With Regards To Mobile Marketing Author: Iris Carter-Collins Table Of Contents 1 How To Be Successful With Regards To Mobile Marketing 4 Tips For How To Use Mobile Marketing

More information

Sage 300 ERP Accomplish more.

Sage 300 ERP Accomplish more. Accomplish more. What s new in Accomplish more by connecting your business, providing a better customer experience, and increasing revenue. New web and mobile functionality: driving better customer experiences

More information

Inbound Strategy, Outbound Strategy and the Most Important Strategy of All: Blending Them Into a Seamless Interaction for Your Customers

Inbound Strategy, Outbound Strategy and the Most Important Strategy of All: Blending Them Into a Seamless Interaction for Your Customers Inbound Strategy, Outbound Strategy and the Most Important Strategy of All: Blending Them Into a Seamless Interaction for Your Customers Introduction Ensure your contact center provides a better experience

More information

April 2014 Whitepaper: The Magic Logix Guide to Marketing Automation

April 2014 Whitepaper: The Magic Logix Guide to Marketing Automation I N T E G R AT E D M A R K E T I N G A G E N C Y April 2014 Whitepaper: The Magic Logix Guide to Marketing Automation Magic Logix Guide to Marketing Automation Marketing Automation Overview Ultimately,

More information

Choosing the Right Tools for an ABM Strategy...4 CRM...4 Marketing Automation...5 Data Analytics Software...6 Digital Advertising...

Choosing the Right Tools for an ABM Strategy...4 CRM...4 Marketing Automation...5 Data Analytics Software...6 Digital Advertising... Contents What is Account-Based Marketing?...3 Choosing the Right Tools for an ABM Strategy...4 CRM...4 Marketing Automation...5 Data Analytics Software...6 Digital Advertising...6 Account-Based Marketing

More information

Delivered by. The Modern Intranet MOBILE, SOCIAL AND COLLABORATIVE

Delivered by. The Modern Intranet MOBILE, SOCIAL AND COLLABORATIVE Delivered by The Modern Intranet MOBILE, SOCIAL AND COLLABORATIVE IN THIS BOOK 3 THE DIGITAL WORKPLACE Top10 Intranet Features Intranet-in-a-box Design trends SHAREPOINT ADD-IN MODEL 7 This is add-in model

More information

WARWICK USER GUIDE XSB, INC. June Warwick System User Guide: XSB, INC.

WARWICK USER GUIDE XSB, INC. June Warwick System User Guide: XSB, INC. XSB, INC. WARWICK USER GUIDE June 2016 1 Warwick System User Guide: XSB, INC. Warwick System User Guide: This manual provides an overview of the XSB Warwick Government Market Intelligence Tool and describes

More information

CRM. SMS for Customer Relationship Management Software

CRM. SMS for Customer Relationship Management Software CRM SMS for Customer Relationship Management Software SMS Guide for CRM software 2 Thinking about integrating SMS into your CRM software or other processes? This guide shows you the different ways you

More information

WHY DO I NEED CRM? Answers to frequently asked customer relationship management questions.

WHY DO I NEED CRM? Answers to frequently asked customer relationship management questions. WHY DO I NEED CRM? Answers to frequently asked customer relationship management questions. INTRODUCTION In a 2015 survey conducted by Salesforce, more than half of small business owners said their companies

More information

Introducing a hosted CRM system designed exclusively for telecoms, fixed-line & IT resellers. ordering

Introducing a hosted CRM system designed exclusively for telecoms, fixed-line & IT resellers. ordering thelayer.com thelayer.com Introducing a hosted CRM system designed exclusively for telecoms, fixed-line & IT resellers Platform Introduction The Layer takes advantage of everything that is unique about

More information

Conversica Backgrounder

Conversica Backgrounder Conversica Backgrounder Conversica is the leader in AI-powered business conversations and the only provider of AI-driven lead engagement software for marketing and sales organizations. The flagship Conversica

More information

Digital Transformation in Sales: Evolving the Art of Customer Engagement

Digital Transformation in Sales: Evolving the Art of Customer Engagement Digital Transformation in Sales: Evolving the Art of Customer Engagement 1 The realignment of, or new investment in, technology and business models to more effectively engage digital customers at every

More information

10 REASONS. Why Companies Adopt Marketing Automation. Fill out the information below to download ÒThe Guide to Landing PagesÓ white paper.

10 REASONS. Why Companies Adopt Marketing Automation. Fill out the information below to download ÒThe Guide to Landing PagesÓ white paper. 10 REASONS Why Companies Adopt Marketing Automation Fill out the information below to download ÒThe Guide to Landing PagesÓ white paper. Lead Capture First Nam e Last Name Email Company Phone Submit It

More information

THE PHYSIOTHERAPIST S ULTIMATE GUIDE

THE PHYSIOTHERAPIST S ULTIMATE GUIDE THE PHYSIOTHERAPIST S ULTIMATE GUIDE To using digital marketing to attract & retain more patients @EMBODIA WWW.EMBODIAACADEMY.COM THE PHYSIOTHERAPIST S ULTIMATE GUIDE To using digital marketing to attract

More information

Where CRM Falls Short

Where CRM Falls Short Where CRM Falls Short Understanding the Problem Lead Management Facts Resistance is Futile Building a Monster Building vs. Buying a Solution Understanding the Problem Big and small companies that rely

More information

Marketing Automation and CRM Integration. How and Why Marketing Automation and CRM Integration is Necessary for Success

Marketing Automation and CRM Integration. How and Why Marketing Automation and CRM Integration is Necessary for Success Marketing Automation and CRM Integration How and Why Marketing Automation and CRM Integration is Necessary for Success The single most important criteria for sales and marketing success is the alignment

More information

YOUR MULTI-CHANNEL LEAD NURTURING STRATEGY

YOUR MULTI-CHANNEL LEAD NURTURING STRATEGY YOUR MULTI-CHANNEL LEAD NURTURING STRATEGY Today s consumer moves seamlessly sometimes even quickly across digital and offline channels. She jumps from email, to social media, to your website, and then

More information

Push to Start: A Beginners Guide to Starting Automated Direct Mail

Push to Start: A Beginners Guide to Starting Automated Direct Mail Push to Start: A Beginners Guide to Starting Automated Direct Mail Of all marketing tactics, direct mail may be the most intimidating. Just getting started can seem daunting. These feelings lead many marketers

More information

How to Build a Successful Customer Engagement Center

How to Build a Successful Customer Engagement Center How to Build a Successful Customer Engagement Center TABLE OF CONTENTS Introduction - What is a Customer Engagement Center? Chapter #1 - Identifying Your CEC Strategy Chapter #2 - Defining the Ideal Customer

More information

Complete Guide to Configure-Price-Quote Solutions

Complete Guide to Configure-Price-Quote Solutions Complete Guide to Configure-Price-Quote Solutions Transforming Sales with CPQ. Forrester predicts that by 2020, a significant volume of business will be transacted online with digital commerce projected

More information

How-To Guide: Successfully Establish a Contract Management System

How-To Guide: Successfully Establish a Contract Management System The Set-Up Creating a mutually beneficial contract is one of the first steps in building and nurturing a long-term, business relationship. Important parts of maintaining that partnership involve agreeing

More information

Customer Relationship Management (CRM) system for Business

Customer Relationship Management (CRM) system for Business Customer Relationship Management (CRM) system for Business Best Suited for: Corporate any others organization of Credit Rating Industry, Trading & Service Organization Used Technology: C#, ASP.NET, SQL

More information

You might not realize it yet, but every time you log in to salesforce.com

You might not realize it yet, but every time you log in to salesforce.com Chapter 1 Looking Over Salesforce.com In This Chapter Solving business challenges Extending the value of what you have Deciding what salesforce.com size fits you You might not realize it yet, but every

More information

Driven by a passion to develop our customers, SuperOffice has become one of Europes leading providers of CRM solutions.

Driven by a passion to develop our customers, SuperOffice has become one of Europes leading providers of CRM solutions. Caesar CRM CRM - your way Driven by a passion to develop our customers, SuperOffice has become one of Europes leading providers of CRM solutions. Do you want to increase your sales, customer loyalty and

More information

A MARKETING GEEK S GUIDE TO: ORACLE ELOQUA ADVANCED FORMS

A MARKETING GEEK S GUIDE TO: ORACLE ELOQUA ADVANCED FORMS A MARKETING GEEK S GUIDE TO: ORACLE ELOQUA ADVANCED FORMS ABOUT THIS SERIES Oracle Eloqua is the most powerful marketing automation platform on the market. It has the ability to scale to the needs of the

More information

Contents: Choosing a. cloud-based. phone system provider. Getting it right first time.

Contents: Choosing a. cloud-based. phone system provider. Getting it right first time. Choosing a cloud-based phone system provider. Getting it right first time. The way we do business is changing. Today we live in a culture of now. Customers, colleagues and suppliers all expect an instant

More information

PUTTING THE i IN CRM. Series 1: The Impact to the Sales Team. ebook

PUTTING THE i IN CRM. Series 1: The Impact to the Sales Team. ebook PUTTING THE i IN CRM Series 1: The Impact to the Sales Team. ebook Table of Contents Section I Empowering the Individual 3 Section II Management Benefits 6 of Individualized CRM Section III Expanding your

More information

An Executive s Guide to B2B Video Marketing. 8 ways to make video work for your business

An Executive s Guide to B2B Video Marketing. 8 ways to make video work for your business An Executive s Guide to B2B Video Marketing 8 ways to make video work for your business [Video] Content Is King Companies that utilize video content to present their products and services can experience

More information

Over 70 countries worldwide use our award winning AquaCRM web-based customer relationship management solution

Over 70 countries worldwide use our award winning AquaCRM web-based customer relationship management solution Over 70 countries worldwide use our award winning AquaCRM web-based customer relationship management solution Customer Relationship Management Customer Relationship Management (CRM) is far more than just

More information

Using Reviews to Build and Maintain Your Online Reputation. How Managing Online Reviews Can Lead To a Stronger Practice

Using Reviews to Build and Maintain Your Online Reputation. How Managing Online Reviews Can Lead To a Stronger Practice Using Reviews to Build and Maintain Your Online Reputation How Managing Online Reviews Can Lead To a Stronger Practice getweave.com Table of Contents 1 Your Reputation Matters 3 Restaurants First, Then

More information

TOP 20 QUESTIONS TO ASK BEFORE SELECTING AN ENTERPRISE IAM VENDOR

TOP 20 QUESTIONS TO ASK BEFORE SELECTING AN ENTERPRISE IAM VENDOR TOP 20 QUESTIONS TO ASK BEFORE SELECTING AN ENTERPRISE IAM VENDOR The need for a robust and flexible enterprise-grade identity and access management (IAM) solution has never been greater. IAM is increasingly

More information

An Introduction to Inbound Marketing

An Introduction to Inbound Marketing An Introduction to Inbound Marketing What It Is, How It Works and Why You Need to Consider It. One in a Series of Marketing Guides X With 80% of people looking online for health information and 49% looking

More information

A R TICLE. Upgrade Voice Calls with [24]7 Active Share. Converting Voice to Digital

A R TICLE. Upgrade Voice Calls with [24]7 Active Share. Converting Voice to Digital A R TICLE Upgrade Voice Calls with [24]7 Active Share Converting Voice to Digital Technology has dramatically changed the customer service landscape within the last decade. The exploding popularity of

More information

Sage 100 ERP 2014 Connect your business.

Sage 100 ERP 2014 Connect your business. Sage 100 ERP 2014 Connect your business. The foundation for connecting your business to provide a better customer experience, increase revenue, and make better business decisions New web and mobile functionality:

More information

Turning Clients Into Creative Team Partners. inmotionnow

Turning Clients Into Creative Team Partners. inmotionnow Turning Clients Into Creative Team Partners inmotionnow 888.462.8044 919.678.8118 sales@inmotionnow.com www.inmotionnow.com Turning Clients Into Creative Team Partners According to the 2014 Creative Industry

More information

Putting your customers and colleagues at the heart of an easy retailing experience.

Putting your customers and colleagues at the heart of an easy retailing experience. Putting your customers and colleagues at the heart of an easy retailing experience. Alexander Black is a large department store which has an established partnership with BT. This enables the store to embrace

More information

INTERACTIVE TABLE OF CONTENTS

INTERACTIVE TABLE OF CONTENTS INTERACTIVE TABLE OF CONTENTS Standout Subject Lines Get Open, Get Read, Get Results... 3 Grow Your Business with Email & Social Media Simple marketing strategy for small business & nonprofits... 3 Find

More information

HOW THE BEST DEALERS USING LOYALTY PROGRAMS TO BOOST CUSTOMER RETENTION

HOW THE BEST DEALERS USING LOYALTY PROGRAMS TO BOOST CUSTOMER RETENTION HOW THE BEST DEALERS STAY TOP-OF-MIND USING LOYALTY PROGRAMS TO BOOST CUSTOMER RETENTION EXECUTIVE SUMMARY Customer retention is every dealership s goal, but few have mastered a practical way to accomplish

More information

How to Run a Successful B2B Content Syndication Campaign

How to Run a Successful B2B Content Syndication Campaign How to Run a Successful B2B Content Syndication Campaign Introduction Producing high quality content isn t enough to earn you leads. You need an effective way to put it in front of the right people, at

More information

Customer Service Roadmap. The Six Questions You Need to Ask When Scaling Your Customer Service

Customer Service Roadmap. The Six Questions You Need to Ask When Scaling Your Customer Service Customer Service Roadmap The Six Questions You Need to Ask When Scaling Your Customer Service Getting started In today s hyperconnected world, your product is only as good as the service you back it with.

More information

Learn the basics of our product portfolio, the various program levels, and the resources available to your organization.

Learn the basics of our product portfolio, the various program levels, and the resources available to your organization. We are thrilled you have chosen SwipeClock as your timekeeping and scheduling solution! As our partner, we have many resources in place to ensure your success in our channel program. This guide provides

More information

Think of the customer journey Mobile is a must-have POS must get personal Upselling and cross-selling

Think of the customer journey Mobile is a must-have POS must get personal Upselling and cross-selling Digital technology has transformed the world and people s expectations when it comes to many industries, including retail. Many retailers are, however, behind the curve, using technology that cannot deliver

More information

10 THINGS B2B COMPANIES

10 THINGS B2B COMPANIES 10 THINGS B2B COMPANIES Should Be Doing on LinkedIn Copyright 2016 Act-On Software www.act-on.com Using LinkedIn to Generate Leads LinkedIn isn t just a social network for job seekers and recruiters anymore.

More information

Sales Enablement 1. Onboard Smarter, Not Harder

Sales Enablement 1. Onboard Smarter, Not Harder Sales Enablement 1 Onboard Smarter, Not Harder Introduction: Onboard Smarter, Not Harder Smart onboarding programs produce sellers who can generate good conversations with prospects from the first time

More information

Marketing & Public Relations

Marketing & Public Relations Marketing & Public Relations PROFESSIONAL MARKETING SUPPORT Helping promote you and your business. Securities America s Marketing Department provides you with a wide variety of professional materials,

More information

FibreCRM connects to CCH Central to create a powerful relationship management platform with two-way synchronisation of client data.

FibreCRM connects to CCH Central to create a powerful relationship management platform with two-way synchronisation of client data. FibreCRM and CCH The relationship platform for the integrated practice FibreCRM connects to CCH Central to create a powerful relationship management platform with two-way synchronisation of client data.

More information

MARKETING CLOUD. Quick Peek

MARKETING CLOUD. Quick Peek MARKETING CLOUD Quick Peek Home Build and manage 1-to-1 customer journeys. Marketing Cloud is the world s most powerful 1-to-1 digital platform for marketing across email, mobile, social, website experiences,

More information

The Seven Most Common Marketing Automation Myths

The Seven Most Common Marketing Automation Myths The Seven Most Common Marketing Automation Myths by Jamie Turner Jamie Turner is the author of several books on marketing, is a regular guest on CNN on the topic of marketing and branding, and is the CEO

More information

10 Reasons to Consider Marketing Automation

10 Reasons to Consider Marketing Automation 10 Reasons to Consider Marketing Automation 1 Introduction As a marketer, you face daunting expectations and goals. You are probably expected to generate successful outcomes in less time, and in a digital

More information

Smart Button Loyalty Platform 2011

Smart Button Loyalty Platform 2011 Smart Button Loyalty Platform 2011 Smart Button is pleased to announce the release of SBLP 2011. This release adds a host of new features and product enhancements providing even more comprehensive functionality

More information

Premier ERP Consulting & Business Solutions. altavistatech.com

Premier ERP Consulting & Business Solutions. altavistatech.com Premier ERP Consulting & Business Solutions altavistatech.com Table of Contents 4 6 8 26 30 32 34 36 About Alta Vista Our Core Values Our Ideal Clients Our Services Our Process ISV Marketplace Testimonials

More information

10 STEPS TO FINDING THE RIGHT CLASS MANAGEMENT SOFTWARE FOR YOUR SCHOOL

10 STEPS TO FINDING THE RIGHT CLASS MANAGEMENT SOFTWARE FOR YOUR SCHOOL 10 STEPS TO FINDING THE RIGHT CLASS MANAGEMENT SOFTWARE FOR YOUR SCHOOL Introduction Investing in technology can make your school or program more efficient, increase revenues, reduce costs, and improve

More information

THE MAROPOST GUIDE TO MARKETING AUTOMATION PLATFORMS

THE MAROPOST GUIDE TO MARKETING AUTOMATION PLATFORMS THE MAROPOST GUIDE TO MARKETING AUTOMATION PLATFORMS 1 HOW DO YOU START YOUR SEARCH FOR THE BEST MARKETING AUTOMATION PLATFORM? Marketing Automation Platforms (MAP) today are not what they were 5 or even

More information

COMPUTERIZED MAINTENANCE MANAGEMENT SOFTWARE BUYER S GUIDE FOR MANUFACTURERS A GUIDE TO PURCHASING THE CMMS THAT S RIGHT FOR YOU

COMPUTERIZED MAINTENANCE MANAGEMENT SOFTWARE BUYER S GUIDE FOR MANUFACTURERS A GUIDE TO PURCHASING THE CMMS THAT S RIGHT FOR YOU COMPUTERIZED MAINTENANCE MANAGEMENT SOFTWARE BUYER S GUIDE FOR MANUFACTURERS A GUIDE TO PURCHASING THE CMMS THAT S RIGHT FOR YOU TABLE OF CONTENTS 01 WHAT IS A CMMS?...1 02 WHAT ARE THE BENEFITS OF A CMMS?...3

More information

Spend More Time Selling with the Salesforce1 Mobile App

Spend More Time Selling with the Salesforce1 Mobile App Spend More Time Selling with the Salesforce1 Mobile App Introduction There is no doubt that the sales profession is undergoing a massive evolution. The tactics and strategies that may have worked in the

More information

Marketing Transformation

Marketing Transformation Marketing Transformation 3 Social Media: where and how to engage Why social media for business? In short, because it s where our audience is and it s how they re influenced. Social media is an opportunity

More information

SPRINT RELEASE 4.0. CONTROL PANEL UPDATE (includes 3.9 update) VAR DYNAMICS

SPRINT RELEASE 4.0. CONTROL PANEL UPDATE (includes 3.9 update) VAR DYNAMICS SPRINT RELEASE 4.0 CONTROL PANEL UPDATE 2.4.16 (includes 3.9 update) VAR DYNAMICS WWW.VARDYNAMICS.COM SUPPORT@VARDYNAMICS.COM SPRINT 4.0 Please note a number of control panel enhancements and adjustments

More information

enalyzer enalyzer use cases

enalyzer enalyzer use cases enalyzer enalyzer use cases Enalyzer helps teams and companies of all sizes make better decisions. We have selected some use cases for you to be inspired. Copenhagen 2018 www.enalyzer.com Introducing Enalyzer

More information

Grow Your Business with Confidence. A Guide for Businesses Outgrowing Basic Accounting Software

Grow Your Business with Confidence. A Guide for Businesses Outgrowing Basic Accounting Software Grow Your Business with Confidence A Guide for Businesses Outgrowing Basic Accounting Software Contents Introduction 5 Signs You re Ready for a New Accounting Solution The Signs Are Clear. Now What? Questions

More information

THE FUTURE OF CRM MARKETING: EIGHT BIG TRENDS, AND HOW THEY WILL AFFECT YOU.

THE FUTURE OF CRM MARKETING: EIGHT BIG TRENDS, AND HOW THEY WILL AFFECT YOU. THE FUTURE OF CRM MARKETING: EIGHT BIG TRENDS, AND HOW THEY WILL AFFECT YOU. In 2018, the power of the customer will be the driving force behind every major CRM trend. To gain the competitive edge, CRM

More information

Blueprint Patterns. Revenue Funnel CHEATSHEET: DEFINING YOUR SWIM LANES. What is a Revenue Funnel Blueprint Pattern?

Blueprint Patterns. Revenue Funnel CHEATSHEET: DEFINING YOUR SWIM LANES. What is a Revenue Funnel Blueprint Pattern? Revenue Funnel Blueprint Patterns CHEATSHEET: DEFINING YOUR SWIM LANES A REVENUE FUNNEL is designed to save you from RANDOM ACTS of marketing and FLY BY THE SEAT of your pants sales. What is a Revenue

More information

3CLogic Overall Solutions and Features

3CLogic Overall Solutions and Features Cloud-Based Contact Center Software 3CLogic Overall Solutions and Features 9201 Corporate Blvd., Suite 470 Rockville, MD 20850 1-800-350-8656 www.3clogic.com Table of Contents 3CLogic Overview... 2 About

More information