VIDEO 1: WHY ARE CONTACTS SO IMPORTANT?

Size: px
Start display at page:

Download "VIDEO 1: WHY ARE CONTACTS SO IMPORTANT?"

Transcription

1 VIDEO 1: WHY ARE CONTACTS SO IMPORTANT? Hey, it s Kyle from HubSpot Academy. Let s talk about contacts. Contacts are the most fundamental part of any CRM. They re your prospects and customers--the living, breathing human beings your business depends on. Everything you do inside HubSpot Sales will revolve around your contacts. This is true even if you re in B2B sales. You might sell solutions for businesses, but you ll still have to work with the individual people at those businesses. You should be adding each one of them as a contact in HubSpot CRM. You might be wondering, Why? Why are contacts so important? The answer has to do with a change that s happening in the world of sales thanks to this newfangled thing called the internet. Think about what sales was like before the internet existed. If you were selling a big-ticket item like a car or a refrigerator, or if you were selling any sort of service contracts, you would have had a lot of power over your buyers. There was no easy way for your prospects to see if your prices were fair. There was no place for them to find customer reviews to know if your offering worked as advertised. Back then, the seller was the only one with access to this information, so buyers could only get answers to their questions by asking a sales rep. Those days are long gone. And you know this, right? Think about the way you buy things. When you have a problem to solve, you don t wait for someone to knock on your door or call you on the phone and offer you a solution. You just hop online and find the information you need. You figure out your options and go with the one that you think will work best for you. If you have to talk to someone during the sales process, you want it to be a person who understands your situation and can help you find the solution you re looking for. That s the nature of the modern world. Buyers now have all the power, so the old way of selling doesn t work as well anymore. Instead, modern sellers need to practice what we call Inbound Sales. Inbound means you attract buyers to you and meet them on their own terms. Rather than getting your product in front of as many people as possible, the best thing you can do is make yourself available to people who have a problem you can solve, and then help them solve it. That s the secret to success in the modern sales landscape. Focus on the buyer and their needs, and you ll always beat out the self-centered competition. And that s why contacts are so important. That s why everything inside HubSpot Sales ties back to the contact record. Every contact record has a timeline where the entire story of your company s relationship with that contact gets recorded as it happens. 1

2 When you first add a contact to the CRM, their timeline will be empty, but don t worry--it ll fill up fast enough. As you do your daily work of sending s and making phone calls, they ll all get added to the timeline automatically. No copy-pasting, no writing out notes for your manager s benefit. Just do your job, and the timeline will create a record of your efforts for you. With all of the administrative work being taken care of automatically, you ll be free to focus on the best part of sales, which is selling. In the next video, we ll talk all about how the contacts section of HubSpot CRM will help you do just that. VIDEO 2: HOW TO USE CONTACTS Let s talk about how to use contacts. First, we ll talk about how to use individual contact records, and then we ll get into how to organize your contacts to make sure you re focusing your efforts on the right people. Here are four things you can do to make sure you re getting the most out of your contact records. First, use contact records for individual people and company records for organizations. In HubSpot CRM, contacts and companies are distinct from one another. If you re in B2B sales, you can use company records to keep track of the businesses you re working with. But remember, your goal should be to interact with people, so you should still create individual contact records for the people at those businesses. Second, associate contact and company records with each other. When a contact record is associated to a company record, the two are linked together inside the CRM, and information will flow between them. You can associate multiple contacts to a single company, and then your interactions with all of those people will be combined together on the company record s timeline. In many cases, the CRM will associate contacts and companies automatically. In fact, the CRM will often create the company record for you and automatically associate it to the appropriate contacts. Anytime you add an address to a contact record, the CRM will take the domain from that address and use it to search for company information in a database of public records. Any information it finds will be used to create a company record, and that company will be automatically associated with all of your contacts who have s at that domain. If you add a contact without an address, or if they have a fre address such as gmail or outlook.com, the CRM won t be able create and associate the company record automatically. But if you re in B2B sales, you should still create and associate the company record so you can add contacts to it as you meet more people at that company. 2

3 Third, use notes and tasks for internal communication. The s and calls you have with your contacts will get recorded automatically, but the contact record should also record the conversations that happen behind the scenes. There are a couple tools that will help you with this: notes and tasks. Notes and tasks both give you a way to add information to the timeline without notifying the contact. Notes are good for capturing miscellaneous information. If you need a place to jot down some ideas for an upcoming call, for example, you could save that as a note, and it would be added to the timeline. Tasks are simple reminders. So if you want to remember to follow up with one of your contacts who is going out of town for a couple of weeks, you could create a task for the day they get back, and you d get a reminder to follow up with them on that day. Tasks and notes are great ways to collaborate with other people on your team. Anytime you need to have a conversation about a contact, notes are the place to do it. You teammates to bring them into the conversation, and then your notes back and forth will be recorded on the timeline for future reference. You can also assign tasks to your teammates if there s something you need them to do on a certain date. This way, all communication, both internal and external, will show up together on the contact s timeline, giving you a full account of what s happening with them. One final thing you should be aware of with tasks and notes: if you create them on a contact record, they ll only appear on that contact record. If you create them on a company record, they ll only appear on that company record. Tasks and notes should be specific to the record you add them to because they won t flow through to the timelines of any associated records. Finally, add a contact to HubSpot CRM for every person you talk to. Even if you re just getting in touch with a company and you ve only spoken with a receptionist, you should still add them as a contact. And if you call back later and get a different receptionist, you should create a record for them, too. This way, the company record will give you a full account of everyone you ve talked to and what they ve said. You never know when you might have to circle back with someone to get more information. Now, you might be thinking, If I make a record for everybody, how do I know which contacts to focus on? Let s talk about that. In the CRM, you can create custom views of contacts so that you only see the people who meet certain qualifications. You can do this for companies as well, but for now let s keep focusing on contacts. Every contact record has a bunch of fields called contact properties. Contact properties hold basic information such as name, phone number, and address. They also hold important internal information, such as who a contact is assigned to and when they were last contacted. When you 3

4 create a custom view, you ll filter your contacts based on the information stored in their contact properties. Here are four pro tips for making custom views: First, filter by HubSpot Owner to see only the records you own. There s a property that appears on both contact and company records called HubSpot Owner. This tells you which rep a record is assigned to. Depending on how your CRM is set up, you might only be able to see the records you own, but you might also be able to see some records you don t own. So when you re looking for a list of contacts to work with, there are two things you can do with a HubSpot Owner filter. The thing you ll do most often is set it to Me so that you only see the records you already own. The other thing you can do is set it to Is Unknown so you can look for contacts in your territory that you haven t claimed yet. Next, filter by Job Title to find the right people. While it s great to keep track of everyone you meet at a company, when it comes to moving a sale forward, you need to make sure you re talking with the decision maker. Looking at job titles can often help with that. Think about the people who have recently bought from you. Is there a pattern in their job titles? If you aren t sure, dig back through your s and check out their signatures. If you see a particular title coming up over and over again, create a filter for it and include it in your custom views. By the way, job title probably isn t the only thing your buyers have in common. Take a look at your best customers and see if there are other patterns you can find. Do they work in a particular industry or for a particular size of company? Do they live in a specific part of the world? Do they all tend to be within a certain age range or stage of life? Put all that information together, and you ll get a description for what your typical buyer looks like. We call this a buyer persona. Buyer personas are really handy during the early stages of the sales process. As you find new contacts, you can compare them to your buyer persona to help you determine how good of a fit they are for your offering. But once you get further in the sales process, you ll want to rely less on your buyer persona and more on the details individual contacts provide about themselves. We ll get into buyer personas more in the class on templates. For now, it s enough just knowing what job titles your buyers tend to have. But if there are other patterns you notice, you might want to see if you can include those as filters in your custom views as well. Next, filter by Lead Status for context. Lead Status is a property that you can use to keep track of how a person is progressing. The default values for this property include such options as New, In Progress, and Unqualified, but your team admin can customize these options to be more relevant to your process. Some teams like to add an option such as Hot or Starred so they can prioritize 4

5 the contacts who are most eager to make a move. If you make a habit of updating the lead status of your contacts as you work with them, you ll have a lot more flexibility in the views you can create. You could have one view for the hot leads that should be your top priorities and another view for slow but promising leads that need a bit more encouragement. Finally, design views around action. This is the most important tip of them all. Really, you can organize your views however you want, but if you don t have a specific action in mind, they won t do you a lot of good. Instead, create views that focus on specific actions, like following up or finding a new point of contact. Wondering how to do that? Stick around. The next video will give you an example of using contacts and custom views. VIDEO 3: CONTACTS IN ACTION Let s take a quick look at how you might use a custom view to organize your contacts around a specific action. We ll use the fictional example of Bob, a sales rep who works at a landscaping company called Groundskeeper, Inc. He sells landscaping services to small property management companies. Because he works primarily with business owners, it s pretty common for his contacts to get busy and forget to respond to his s. So Bob decides to make a custom view that will help him identify the people he needs to follow up with. First, Bob adds a filter for HubSpot Owner and sets it to Me. This ensures that he s focusing on the contacts who are assigned to him. Next, Bob adds a filter for Job Title. There are three main titles Bob s primary contacts tend to have: CEO, President, or Owner. Bob puts all three of these in the Job Title filter, with OR in all caps in between. Finally, Bob wants this view to show the people he s trying to make initial contact with, so adds a filter for Lead Status and sets it to New. Bob is now seeing all of the CEOs, Presidents, and Owners who are assigned to him in HubSpot CRM and have a Lead Status of New. As he makes contact with them, he ll change their Lead Status to either Open or Unqualified, depending on how the conversation goes. Now Bob wants to narrow this list down to the contacts he needs to follow up with. There are three additional filters he s going to use to do this: Last Contacted, Next Activity Date, and Number of Times Contacted. 5

6 Last Contacted is a property that automatically populates with the date a contact most recently had a meeting or was ed or called. This property can be filtered relative to a specific date, or it can be filtered using more dynamic options such as Last Week or Last Month. Bob wants to follow up with people he hasn t interacted with this month, so he adds a filter for Last Contacted and sets it to Last Month. A very similar property is Last Activity. This works exactly like Last Contacted except that it also takes into consideration notes and tasks. Bob could use Last Activity if he wanted to know the last time he performed any sort of action on a contact record, but in this case he wants to base his view on the last time he actually interacted with a person, so he s using Last Contacted. Next, Bob adds a filter for Next Activity Date. This property only populates if the contact has a meeting or task scheduled for the future. Otherwise, it s blank. Bob wants to focus on people he doesn t already have plans for, so he sets this filter to Is Unknown. This means that the view will only show a contact record if its Next Activity Date is blank. Bob s list is now showing contacts who he hasn t reached out to this month and who he doesn t have anything scheduled with in the future. This is a good follow up list, but Bob wants to take it one step further by adding a filter for Number of Times Contacted. Number of Times Contacted automatically updates with the number of times Bob has called, ed, or met with a contact. Bob understands that some contacts go silent because they ve decided not to buy from Groundskeeper Inc. He doesn t want to risk hurting his brand by continuing to reach out to people who don t want to hear from him. So he s decided not to try a contact more than 5 times before moving on to someone else. For this follow-up list, Bob doesn t want to include anyone he s already made 5 attempts to contact, so he sets the Number of Times Contacted filter to Less than 5. Bob saves this view as Make first contact and shares it with his team. With the HubSpot Owner filter set to Me, each person who uses this view will see only the leads assigned to them. And now Bob has a list of new leads he needs to follow up with. Nice going, Bob! In the next video, we ll walk through the details of organizing your contacts in HubSpot CRM. VIDEO 4: ORGANIZING YOUR CONTACTS IN HUBSPOT CRM There are two main ways to organize your contacts inside HubSpot CRM: one is on the Contacts page, and the other is on individual contact records. Let s start with the Contacts page. 6

7 When you come to the Contacts page, the default is for you to see all of the contacts you have access to in your database. On the left side of the page, you can narrow this list down by adding filters. For example, if you want to focus on people who perform a certain role at their company, add a filter for job title. If there are multiple job titles that might describe a single role, such as Vice President and VP, put a capital OR between each one, and you ll get a list of people who have any of these words in their job titles. It s also possible to make a list of all the people who don t have a job title in the CRM. To do this, click the Is Unknown option. You can then quickly update this information by clicking the eyeshaped icon next to each person s name, entering their job title, and clicking save. This way, when you search for the job titles you re most interested in, all of your contacts will be included in the search. Once you ve added some filters to make sure you re looking at the most important people, you ll want to adjust the columns to make sure you re seeing the most important information. To add and remove columns, click the Edit columns button. Here you have a searchable list of all of the contact properties in your CRM. Click on the ones you would like to add as columns. If there are any columns you want to remove, click the X next to them. After you save your columns, you can drag and drop them into whatever order works best for you. If you want to sort by a particular column, click on its header. When you have your filters and columns arranged in the way you need them, you can save this view for easy access in the future. If you want your team to be able to access this view, check the Share this view box. After the view is saved, it will be listed in this dropdown. Feel free to make as many views as you need. If there's one view you'd like to see by default, click the Make this view default button. Now let s move to the contact record. Each contact record has a section that displays information about the contact. To customize this information, click the button at the bottom of the section. This page shows all of the properties for this record in a searchable list. If you re only interested in seeing properties that have values in them, check the Hide blank properties box. To change the value of a property, click on it. If you want to see how the value has changed over time, click the See History button. If you want a certain property to be visible whenever you view a contact record, click the Add To About button and it will be added to the About section. On the left, you ll see the properties that are currently displayed on the contact record. To remove a property, click the x. You can also drag and drop the properties into whatever order works best for you. 7

8 The changes you make here will be reflected on every contact record. Note that these changes will only affect the way these properties are displayed for you--each user can set these properties for themselves. 8

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

How to Pitch Content Marketing to Your Boss

How to Pitch Content Marketing to Your Boss How to Pitch Content Marketing to Your Boss Table of Contents Frame the Discussion...4 Prepare for Objections...5 Conduct Research...8 Present the Pitch...10 As a marketing professional trying to generate

More information

VIDEO 1: WHY IS A STRATEGY PLAN IMPORTANT?

VIDEO 1: WHY IS A STRATEGY PLAN IMPORTANT? VIDEO 1: WHY IS A STRATEGY PLAN IMPORTANT? Hi, I m Sarah from HubSpot Academy. Welcome to, Creating a Strategy Plan for your Clients. At this point in the client engagement, you ve conducted a content

More information

Wondering if this ebook applies to you?

Wondering if this ebook applies to you? CRM Basics Wondering if this ebook applies to you? If your screen looks like this, you re in the right place. The ebook contains the essentials you need to know to get productive quickly. You ll learn

More information

Your Business. with. Inbound Marketing

Your Business. with. Inbound Marketing Your Business with Inbound Marketing Table of contents So What is Inbound Marketing? Is it Just a Fad? Inbound marketing in a nutshell What inbound marketing can do for your business? But is inbound marketing

More information

Putting non-service employees on the phones

Putting non-service employees on the phones Putting non-service employees on the phones For the article Vista Print puts its employees on the phones to Learn the Customer in the July issue of Customer Service Newsletter (CSN), editor Bill Keenan

More information

Guest Concepts, Inc. (702)

Guest Concepts, Inc. (702) Guest Concepts, Inc. (702) 998-4800 Welcome to our tutorial on the Lease End Renewal Process The process you will see here is extremely effective and has been used successfully with thousands of renewal

More information

Let us introduce you to Course Match

Let us introduce you to Course Match 1 Let us introduce you to Course Match 2 In order to understand course match you need to know three terms. Utilities We re using utility here as an economic term. If you aren t already you ll be very familiar

More information

Employer Guide: Interview Schedules

Employer Guide: Interview Schedules Employer Guide: Interview Schedules Interview Overview Types of Interviews Room Only: A room will be reserved in Handshake but the slots will be managed outside of Handshake. You can select students for

More information

They Work For Us: A Self-Advocate s Guide to Getting Through to your Elected Officials

They Work For Us: A Self-Advocate s Guide to Getting Through to your Elected Officials Easy Read Edition They Work For Us: A Self-Advocate s Guide to Getting Through to your Elected Officials Part 7: Social Media 92 7. Social Media Social media is any website that you can use to talk to

More information

The B2B Guide to Buyer Personas

The B2B Guide to Buyer Personas A primer on creating and using buyer personas. www.gotranspose.com Transpose Contents 3 7 11 What are buyer personas? How to create buyer personas Incorporating buyer personas 2 What are buyer personas?

More information

Converting Local Businesses into Clients - The Results In Advance (RIA) Method

Converting Local Businesses into Clients - The Results In Advance (RIA) Method Converting Local Businesses into Clients - The Results In Advance (RIA) Method This guide is a private material created exclusively for our subscribers. It s FREE for you, but please don t share it with

More information

YouTube Playbook for Small Business. Connect to customers with compelling videos on YouTube.

YouTube Playbook for Small Business. Connect to customers with compelling videos on YouTube. YouTube Playbook for Small Business Connect to customers with compelling videos on YouTube. Playbook for Small Businesses Here s what we ll cover 1. Get to know YouTube 2. Create a home for your business

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

THE INBOUND MARKETING HANDBOOK FOR FURNITURE MANUFACTURERS

THE INBOUND MARKETING HANDBOOK FOR FURNITURE MANUFACTURERS THE INBOUND MARKETING HANDBOOK FOR FURNITURE MANUFACTURERS TABLE OF CONTENTS PART ONE: WHY INBOUND MARKETING WORKS FOR FURNITURE MANUFACTURERS 2 PART TWO: WHAT YOUR FURNITURE MANUFACTURING COMPANY NEEDS

More information

How to Create an Effective. Video Sales Page. A Practical Guide Presented by Thrive Themes

How to Create an Effective. Video Sales Page. A Practical Guide Presented by Thrive Themes How to Create an Effective Video Sales Page A Practical Guide Presented by Thrive Themes Introduction This is a short reference guide for create a minimal, but highly effective video sales page. You can

More information

How To Create A Powerful B2B Lead Generation Website That Keeps Your Visitors From Flying Away To The Competition

How To Create A Powerful B2B Lead Generation Website That Keeps Your Visitors From Flying Away To The Competition How To Create A Powerful B2B Lead Generation Website That Keeps Your Visitors From Flying Away To The Competition By Keith Smiley www.ksmileycopywriter.com 1 Introduction The corporate website is the #1

More information

Launch Store. University

Launch Store. University Launch Store University Importing and Exporting CSVs In this lesson, you will learn how to: What is a CSV? How to export a CSV document of your products from control panel How to import a CSV into your

More information

Kitchen Buyer Personas

Kitchen Buyer Personas Kitchen Buyer Personas 1 Do you know who your buyers are? If we were to ask you who your buyers are, you might get a little confused initially. Perhaps your mind goes to the most recent homeowners who

More information

BUY BUTTON OR BACK BUTTON HOW WEBSITE WRITING CAN ENGAGE OR DETER CUSTOMERS

BUY BUTTON OR BACK BUTTON HOW WEBSITE WRITING CAN ENGAGE OR DETER CUSTOMERS BUY BUTTON OR BACK BUTTON HOW WEBSITE WRITING CAN ENGAGE OR DETER CUSTOMERS Tom @Tortorici Inc.com Q: What turns a website design into an active business website? A: Copy that s optimized to convert. I

More information

Our Second Century: Invite for Impact STATEWIDE CAMPAIGN: Sharing Our Secret

Our Second Century: Invite for Impact STATEWIDE CAMPAIGN: Sharing Our Secret Our Second Century: Invite for Impact STATEWIDE CAMPAIGN: Sharing Our Secret It is often said that Lions Clubs are the best kept secret around. Too few folks in the general public know enough about who

More information

Local Adwords Academy Class Notes - Lesson #9

Local Adwords Academy Class Notes - Lesson #9 Local Adwords Academy Class Notes - Lesson #9 YouTube Ads This lesson is about YouTube Ads. This is something that you can apply for many years to come. In previous lessons we have covered - Search Ads

More information

Member Marketplace for Small Business A GUIDE TO GETTING STARTED

Member Marketplace for Small Business A GUIDE TO GETTING STARTED Member Marketplace for Small Business A GUIDE TO GETTING STARTED A Member Marketplace Success Story I was excited to see the Chamber roll out Member Marketplace, and I immediately took advantage of the

More information

SteamDestroyer. The Ultimate Guide to Free Steam Games

SteamDestroyer. The Ultimate Guide to Free Steam Games SteamDestroyer The Ultimate Guide to Free Steam Games Table of Contents I. What you can expect II. Requirement III. General Method Overview Steam Gifts IV. General Method Overview - TF2 Keys V. Steam Keys

More information

Getting Started. Connect with InfoSight x129 Outside of FL x129

Getting Started. Connect with InfoSight x129 Outside of FL x129 1 Getting Started 1. Identify your target audience Get to know your audience. Who are they? Identify your customer base and understand what works for them. Have an understanding of what information is

More information

THE SUCCESS STORIES SERIES

THE SUCCESS STORIES SERIES THE SUCCESS STORIES SERIES From Zapable HQ Hamilton ZAPABLE TEAM talks to Jackson ZAPABLE CUSTOMER Seven time South African Business Entrepreneur Jackson tells us how he has jumped wholeheartedly into

More information

FOUR SOCIAL MEDIA TACTICS EVERY REAL ESTATE AGENT NEEDS

FOUR SOCIAL MEDIA TACTICS EVERY REAL ESTATE AGENT NEEDS FOUR SOCIAL MEDIA TACTICS EVERY REAL ESTATE AGENT NEEDS By SAM Rico BATTISTA AWARD WINNING SOCIAL MEDIA EXPERT About this Book First, let s go over what you can expect. This ebook is going to cover the

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

TOOLKITS ADVENTURE BIZ. Social Media Best Practices IN THIS TOOLKIT WHY THIS MATTERS:

TOOLKITS ADVENTURE BIZ. Social Media Best Practices IN THIS TOOLKIT WHY THIS MATTERS: Social Media Best Practices IN THIS TOOLKIT Lesson Overview Social Media Planning Facebook Tactics Instagram Tactics Your Survival Kit WHY THIS MATTERS: Too many times, adventure brand owners treat social

More information

VIDEO 1: WHAT IS THE IDENTIFY STAGE AND WHY IS IT IMPORTANT?

VIDEO 1: WHAT IS THE IDENTIFY STAGE AND WHY IS IT IMPORTANT? VIDEO 1: WHAT IS THE IDENTIFY STAGE AND WHY IS IT IMPORTANT? Hi, I m Jill Fratianne, Account Channel Manager at HubSpot. Welcome to the Identify class of the Inbound Sales Methodology. I ve been at HubSpot

More information

BROUGHT TO YOU BY: Instagram Growth GUIDE

BROUGHT TO YOU BY: Instagram Growth GUIDE BROUGHT TO YOU BY: Instagram Growth GUIDE So you re super-frustrated with Instagram? You re in the right place! In this quick read, I m sharing the biggest changes to the Instagram algorithm, why your

More information

By: Ken Durham

By: Ken Durham By: Ken Durham 888-470-3770 ken@westcoastmobi.com www.westcoastmobi.com What Is Google My Business? Google My Business is an invaluable tool for any business owner who runs a brick-and-mortar business.

More information

Top 10 Marketing Mistakes Even the Smartest Companies Make And How You Can Avoid Them

Top 10 Marketing Mistakes Even the Smartest Companies Make And How You Can Avoid Them Top 10 Marketing Mistakes Even the Smartest Companies Make And How You Can Avoid Them By Susan LaPlante Dube & Maureen O Grady Condon, MS www.precisionmarketinggroup.com Top 10 Marketing Mistakes Even

More information

USER GUIDE. n Discover How Buyside Works. n How to Market and Generate Leads. n Dominate Listing Presentations. n Get Your Buyers the Inside Track

USER GUIDE. n Discover How Buyside Works. n How to Market and Generate Leads. n Dominate Listing Presentations. n Get Your Buyers the Inside Track USER GUIDE Version 1.00 n Discover How Buyside Works n How to Market and Generate Leads n Dominate Listing Presentations n Get Your Buyers the Inside Track CONTENTS MY DASHBOARD My Dashboard 4 MARKETING

More information

VIDEO 1: WHAT IS CONTENT MARKETING?

VIDEO 1: WHAT IS CONTENT MARKETING? VIDEO 1: WHAT IS CONTENT MARKETING? Hi, I m Justin with HubSpot Academy. Welcome to the class on Understanding Content Marketing. This class will introduce you to the world of content marketing and provide

More information

Unit 6 Good Choice. What is the most important thing to consider when you buy a product? Rank them 1 4. (1 = most important) Answer the question.

Unit 6 Good Choice. What is the most important thing to consider when you buy a product? Rank them 1 4. (1 = most important) Answer the question. Unit 6 Good Choice In this unit, I will... talk about products and their characteristics. talk about preferences. report commands and questions. write a product review. Answer the question. What is the

More information

Like This Facebook Training

Like This Facebook Training Like This Facebook Training Introduction Day One Like This Facebook Training The purpose of the Like This Facebook Training is to give you the tools and the skill to use Facebook successfully from a business

More information

THE ULTIMATE CUSTOMER PERSONA TEMPLATE

THE ULTIMATE CUSTOMER PERSONA TEMPLATE THE ULTIMATE CUSTOMER PERSONA TEMPLATE 1 BlueSteeleSolutions.com 1 BlueSteeleSolutions.com 940 312 7842 CONTENTS The Ultimate Customer Persona Template 3 Effective Marketing Is Tailored to a Specific Segment

More information

Mobile Marketing. This means you need to change your strategy for marketing to those people, or risk losing them to your competition.

Mobile Marketing. This means you need to change your strategy for marketing to those people, or risk losing them to your competition. Mobile Marketing Introduction Mobile marketing is one of the fastest growing segments of online marketing. Over the last two to three years, the number of people who access the internet on mobile devices

More information

Power Hour Notes: Twitter 101 With Karen Maner (Culture Works)

Power Hour Notes: Twitter 101 With Karen Maner (Culture Works) February 6, 2015 For the Cliff s Notes of this presentation, check out the Twitter 101 Handout. Why Twitter? It s all about sharing info with the public. Helps you o Gain visibility Like Facebook, it makes

More information

PERCEPTION IS REALITY : A RECRUITER S GUIDE TO GOING FROM ORDER TAKER TO TRUSTED ADVISOR

PERCEPTION IS REALITY : A RECRUITER S GUIDE TO GOING FROM ORDER TAKER TO TRUSTED ADVISOR PERCEPTION IS REALITY : A RECRUITER S GUIDE TO GOING FROM ORDER TAKER TO TRUSTED ADVISOR Make the transition, and become a better consultative partner for your clients and candidates! TABLE OF CONTENTS

More information

HOW TO BECOME A PROFITABLE AFFILIATE MARKETER. Expert-made 1 Step by Step Guide

HOW TO BECOME A PROFITABLE AFFILIATE MARKETER. Expert-made 1 Step by Step Guide HOW TO BECOME A PROFITABLE AFFILIATE MARKETER Expert-made 1 Step by Step Guide INTRODUCTION Affiliate marketing is becoming more and more popular as a great way of making money online. Many people who

More information

Innovative Marketing Ideas That Work

Innovative Marketing Ideas That Work INNOVATIVE MARKETING IDEAS THAT WORK Legal Disclaimer: While all attempts have been made to verify information provided in this publication, neither the Author nor the Publisher assumes any responsibility

More information

Module #4. Traffic Tornados

Module #4. Traffic Tornados Module #4 Traffic Tornados The Traffic Truth Traffic is one of THE most important parts of an online business; The more traffic you can drive to your page, the more sales you will make; There are literally

More information

STEP 1 Setup Your Foundation

STEP 1 Setup Your Foundation SALES REPS // STEP 1 SET UP YOUR FOUNDATION STEP 1 Setup Your Foundation 6 Steps to Accelerate Your Sales in 2015 1 SALES INTRODUCTION REPS // STEP 1 SET UP YOUR FOUNDATION STEP 1 Setup Your Foundation

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 relationship management can sound intimidating to small- and mid-sized businesses. After all, if your company only has a handful of

Customer relationship management can sound intimidating to small- and mid-sized businesses. After all, if your company only has a handful of Customer relationship management can sound intimidating to small- and mid-sized businesses. After all, if your company only has a handful of customers, why do you need a dedicated process or system to

More information

Setting Up and Completing a CAPER in the econ Planning Suite (1)

Setting Up and Completing a CAPER in the econ Planning Suite (1) Beth: Marlisa: Everyone, thank you all for joining us for today s CAPER and econ Planning Suite webinar. I m very glad you all could join us today. My name is Chris. I am with the Cloudburst Group. I am

More information

Design Like a Pro. Boost Your Skills in HMI / SCADA Project Development. Part 3: Designing HMI / SCADA Projects That Deliver Results

Design Like a Pro. Boost Your Skills in HMI / SCADA Project Development. Part 3: Designing HMI / SCADA Projects That Deliver Results INDUCTIVE AUTOMATION DESIGN SERIES Design Like a Pro Boost Your Skills in HMI / SCADA Project Development Part 3: Designing HMI / SCADA Projects That Deliver Results The end of a project can be the most

More information

Basics of Social Media. The why, the what, and the how for your small business or nonprofit

Basics of Social Media. The why, the what, and the how for your small business or nonprofit Basics of Social Media The why, the what, and the how for your small business or nonprofit Constant Contact 2016 Welcome! Danna Crawford PowerSellingMom.com DannaCrawford@gmail.com /DannaCrawford1 @DannaCrawford

More information

Reputation Gameplan: How To Take Control Of Your Online Reputation

Reputation Gameplan: How To Take Control Of Your Online Reputation Reputation Gameplan: How To Take Control Of Your Online Reputation In this Marketing Action Guide, we reveal our recommended Gameplan for how to ethically influence your online reputation. As you ll discover,

More information

By: Brian Devine

By: Brian Devine By: Brian Devine 720-989-1932 brian@toplinemanagement.com What Is Google My Business? Google My Business is an invaluable tool for any practice owner who runs a brick-and-mortar practice. Understanding

More information

HOW TO CREATE A FRENZY OF CUSTOMERS IN YOUR STORE

HOW TO CREATE A FRENZY OF CUSTOMERS IN YOUR STORE HOW TO CREATE A FRENZY OF CUSTOMERS IN YOUR STORE Free, Customized Traffic Scale Report will show you, very specifically, the benefits of awakening the Sleeping Buyer in your market. Click here to claim

More information

How To Figure Out What a House Should Sell For

How To Figure Out What a House Should Sell For How To Figure Out What a House Should Sell For How We Decided The Price of Our Last 5,000 Listings Notes from the class given by Russell Shaw on June 20, 2014. In the private Facebook group Arizona Real

More information

VIDEO 1: WHY ARE FORMS IMPORTANT?

VIDEO 1: WHY ARE FORMS IMPORTANT? VIDEO 1: WHY ARE FORMS IMPORTANT? Hi there. Welcome to an introduction to forms. I m Angela from HubSpot Academy. We re going to discuss how to use a form to generate leads. After this class, you ll understand

More information

The E-Myth Revisited Why Most Small Businesses Don t Work And What to Do About It

The E-Myth Revisited Why Most Small Businesses Don t Work And What to Do About It Why Most Small Businesses Don t Work And What to Do About It By Michael E. Gerber In any given year, over a million new businesses are created in the United States and an astonishing 80 percent of them

More information

THE NEGOTIATION TAPES. Joshua Stein 1

THE NEGOTIATION TAPES. Joshua Stein 1 THE NEGOTIATION TAPES Joshua Stein 1 If you negotiate commercial real estate transactions loans, leases, acquisitions, sales, joint ventures, whatever you hear certain arguments across the table again

More information

By: Pol vanrhee (408)

By: Pol vanrhee (408) By: Pol vanrhee (408) 390-4876 pol@iemktng.com What Is Google My Business? Google My Business is an invaluable tool for any business owner who runs a brick-and-mortar business. Understanding the fundamentals

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

Introduction. For realtors this is costly..and a hassle.

Introduction. For realtors this is costly..and a hassle. Introduction Being an Offline Business Consultant has been both rewarding and profitable and the most lucrative way to generate an income on the internet. In this report I am going to talk about a lucrative

More information

MARKETING. The book every marketer should read before their boss does Lonny Kocina

MARKETING. The book every marketer should read before their boss does Lonny Kocina The CEO's Guide to MARKETING The book every marketer should read before their boss does Lonny Kocina Dear fellow CEOs, As the CEO of your organization, this should worry you. Your marketing team knows

More information

VIDEO 1: WHAT IS CONTEXTUAL MARKETING?

VIDEO 1: WHAT IS CONTEXTUAL MARKETING? VIDEO 1: WHAT IS CONTEXTUAL MARKETING? Hi there! I m Angela with HubSpot Academy and welcome to the Contextual Marketing Certification. I m sure you re ready to become an expert contextual marketer and

More information

Magnetic Marketing Mindset Secrets. 42 tips and techniques to get red-hot prospects demanding YOUR products or services

Magnetic Marketing Mindset Secrets. 42 tips and techniques to get red-hot prospects demanding YOUR products or services Magnetic Marketing Mindset Secrets 42 tips and techniques to get red-hot prospects demanding YOUR products or services A Magnetic Marketing Mindset Secrets re you ready for this? This is hard-hitting advice

More information

6 Signs Your Inbound Lead Management Process is Broken

6 Signs Your Inbound Lead Management Process is Broken 6 Signs Your Inbound Lead Management Process is Broken Introduction Today s customers want it pronto! Ever notice how sometimes solving one business problem leads you to the door of another? Not so very

More information

Introduction. SchoolAuction.net Quick Start Guide Page 2

Introduction. SchoolAuction.net Quick Start Guide Page 2 Quick Start Guide Introduction Welcome! We re excited to work with you this year on your auction. We have a lot of experience working with first-time users of our software both first-time auction chairs

More information

A Parents' Guide to ConnectSafely.org

A Parents' Guide to ConnectSafely.org A Parents' Guide to 2013 ConnectSafely.org Top 5 Questions Parents Have About Instagram 1. Why do kids love Instagram? Instagram is all about taking, enhancing, sharing, and commenting on photos. It s

More information

www.pipelineroi.com 1-866-300-1550 Introduction Over 100 million people log in to Twitter daily to share articles, read the news, Tweet photos of their breakfast, and connect with others. In this crowded

More information

More than Mobile Forms Halliburton s Implementation of an End to End Solution

More than Mobile Forms Halliburton s Implementation of an End to End Solution CUSTOMER INTERVIEW More than Mobile Forms Halliburton s Implementation of an End to End Solution Hosted by: Mark Scott, VP Marketing, ProntoForms Yamina Hibbard, Global Asset Manager, Halliburton Mike

More information

By: Aderatis Marketing

By: Aderatis Marketing By: Aderatis Marketing 01803 362 026 enquiries@aderatis.com Google AdWords for Small Businesses: Mistakes to Avoid Not getting much luck from your AdWords campaign and ready to admit defeat? Don t feel

More information

organize, automate & grow your life

organize, automate & grow your life organize, automate & grow your life and health insurance agency brought to you by: TABLE OF ContentS AUTHOR: Chapter 1: Organize Your Agency Chapter 2: Automate Your Agency Chapter 3: Grow Your Agency

More information

FIVE WAYS SALES PERFORMANCE: TO IMPROVE OUTBOUND. Best practices to increase your pipeline

FIVE WAYS SALES PERFORMANCE: TO IMPROVE OUTBOUND. Best practices to increase your pipeline FIVE WAYS TO IMPROVE OUTBOUND SALES PERFORMANCE: Best practices to increase your pipeline TABLE OF CONTENTS Intro: A New Way of Playing the Numbers Game One: Find the decision maker all of them Two: Get

More information

The Beginner s Guide to CRM

The Beginner s Guide to CRM The Beginner s Guide to CRM AGENCY LOGO Customer relationship management can sound intimidating to small- and mid-sized businesses. After all, if your company only has a handful of customers, why do you

More information

SOCIAL PROSPECTING WORKBOOK: HOW TO USE SOCIAL MEDIA TO FIND NEW LEADS. By Maggie

SOCIAL PROSPECTING WORKBOOK: HOW TO USE SOCIAL MEDIA TO FIND NEW LEADS. By Maggie SOCIAL PROSPECTING WORKBOOK: HOW TO USE SOCIAL MEDIA TO FIND NEW LEADS By Maggie Hibma @MaggieHibma What is Social Prospecting? As an inbound marketer, you already understand the importance of social media

More information

THREE STEPS TO WEBSITE SUCCESS

THREE STEPS TO WEBSITE SUCCESS THREE STEPS TO WEBSITE SUCCESS Once it was enough to put a few web pages online, hang up your open for business sign and expect customers to come rolling in. Well, that s not exactly correct online business

More information

Lead Magnet Quick Start Guide

Lead Magnet Quick Start Guide Lead Magnet Quick Start Guide What is a Lead Magnet? Simply put, it s the bribe, or what you are offering in exchange for someone to opt-in to your list-building system. It can be in any format, such as

More information

WHY SALES VPS ARE TURNING TO DIGITAL LISTENING TO ACCELERATE SALES

WHY SALES VPS ARE TURNING TO DIGITAL LISTENING TO ACCELERATE SALES WHY SALES VPS ARE TURNING TO DIGITAL LISTENING TO ACCELERATE SALES All the cool VP s are doing it. THIS IS THE ERA OF DIGITAL LISTENING In today s online and social world, the power has shifted from seller

More information

Edward Kundahl, Ph.D., M.B.A President BusinessCreator, Inc

Edward Kundahl, Ph.D., M.B.A President BusinessCreator, Inc Edward Kundahl, Ph.D., M.B.A President BusinessCreator, Inc. 855-943-8736 www.businesscreatorplus.com ed@businesscreatorplus.com What Is Google My Business? Google My Business is an invaluable tool for

More information

Linda Carrington, Wessex Commercial Solutions

Linda Carrington, Wessex Commercial Solutions Linda Carrington, Wessex Commercial Solutions Linda Carrington has worked with ISO 9001 accredited systems throughout her career, in businesses as diverse as oil and gas, construction, defence and shipping.

More information

Hi, I am Saša Djunisijević, Founder of The Whiteboarder. Years

Hi, I am Saša Djunisijević, Founder of The Whiteboarder. Years Hi, I am Saša Djunisijević, Founder of The Whiteboarder. Years of dealing with the most demanding small, mid-sized and large companies helped me to form excellent understanding of different businesses.

More information

What You Need To Know To Get Started On Twitter's HOT New LIVE STREAMING App

What You Need To Know To Get Started On Twitter's HOT New LIVE STREAMING App 101 What You Need To Know To Get Started On Twitter's HOT New LIVE STREAMING App PUBLISHED BY: Boom! Social 3750 Gunn Highway, Suite 201 Tampa, Florida 33618 Copyright 2015 Boom! Social Media Marketing

More information

VIDEO 1: WHY IS SOCIAL MEDIA ESSENTIAL TO INBOUND?

VIDEO 1: WHY IS SOCIAL MEDIA ESSENTIAL TO INBOUND? VIDEO 1: WHY IS SOCIAL MEDIA ESSENTIAL TO INBOUND? Hi There, I m Markiesha, from HubSpot Academy, and welcome to the social media class. This class will cover why social media is a key component of inbound

More information

How To Create a Social Support Strategy

How To Create a Social Support Strategy How To Create a Social Support Strategy Welcome to the age of the social customer Today s customers have a lot of power and their voices are amplified exponentially on Facebook, Twitter, LinkedIn, and

More information

HOW SOCIAL INBOX CAN HELP YOUR MARKETING, SUPPORT, AND SALES.

HOW SOCIAL INBOX CAN HELP YOUR MARKETING, SUPPORT, AND SALES. Customer Edition HOW SOCIAL INBOX CAN HELP YOUR MARKETING, SUPPORT, AND SALES. A Quick Guide for HubSpot Customers A publication of 2 IS THIS EBOOK RIGHT FOR ME? Not quite sure if this ebook is right for

More information

CommuniGator. Lead Nurturing. Best Practices

CommuniGator. Lead Nurturing. Best Practices CommuniGator Lead Nurturing Best Practices Lead nurturing best practices With the B2B marketers taking on more of the lead nurturing process, we decided to take a look at the tools and techniques that

More information

Reporting Add-On Tips & Tricks

Reporting Add-On Tips & Tricks Reporting Add-On Tips & Tricks Love the idea of building custom dashboards for your team, but not quite sure how to get started? It s your lucky day. The Reporting Add-On comes pre-loaded with dozens of

More information

Keyword Strategy Workbook

Keyword Strategy Workbook Using data to confirm your content marketing strategy. Keyword Strategy Workbook Stop guessing. Use this process to develop better content. The internet has changed how organizations make buying decisions

More information

Understanding the Amazon Customer -How to Leverage FBA Status-

Understanding the Amazon Customer -How to Leverage FBA Status- Understanding the Amazon Customer -How to Leverage FBA Status- When selling on Amazon (whether you are using FBA or not), it is vitally important to understand the Amazon customer. This one piece of information

More information

1 SEO Synergy. Mark Bishop 2014

1 SEO Synergy. Mark Bishop 2014 1 SEO Synergy 2 SEO Synergy Table of Contents Disclaimer... 2 Introduction to SEO Synergy... 2 Making Money Online is as easy as this:... 3 The first rule of making money online: an Audience... 3 SEO...

More information

1/20/2017 THE IMPORTANCE OF KNOWING WHAT YOU HAVE QUESTIONS? HOUSEKEEPING TURN CELL PHONES OFF NO VIDEO OR AUDIO TAPING YOU ARE A BUSINESS OWNER!

1/20/2017 THE IMPORTANCE OF KNOWING WHAT YOU HAVE QUESTIONS? HOUSEKEEPING TURN CELL PHONES OFF NO VIDEO OR AUDIO TAPING YOU ARE A BUSINESS OWNER! TM HOUSEKEEPING TURN CELL PHONES OFF QUESTIONS? NO VIDEO OR AUDIO TAPING o Please write them down o Hold them till we finish a section o If terminology is being used that you don t understand, raise your

More information

12/20/2016 THE IMPORTANCE OF KNOWING WHAT YOU HAVE QUESTIONS? HOUSEKEEPING TURN CELL PHONES OFF NO VIDEO OR AUDIO TAPING YOU ARE A BUSINESS OWNER!

12/20/2016 THE IMPORTANCE OF KNOWING WHAT YOU HAVE QUESTIONS? HOUSEKEEPING TURN CELL PHONES OFF NO VIDEO OR AUDIO TAPING YOU ARE A BUSINESS OWNER! TM HOUSEKEEPING TURN CELL PHONES OFF QUESTIONS? NO VIDEO OR AUDIO TAPING o Please write them down o Hold them till we finish a section o If terminology is being used that you don t understand, raise your

More information

EXECUTIVE SUMMARY. Union Metrics unionmetrics.com

EXECUTIVE SUMMARY. Union Metrics unionmetrics.com EXECUTIVE SUMMARY Instagram is one of the fastest growing and most popular social media platforms on the planet. If you work in digital marketing, you re probably doing something for your brands or clients

More information

About the Author Chapter 1: Introduction Chapter 2: Facebook Ads Strategy for User Acquisition... 8

About the Author Chapter 1: Introduction Chapter 2: Facebook Ads Strategy for User Acquisition... 8 Contents About the Author... 4 Chapter 1: Introduction... 5 Chapter 2: Facebook Ads Strategy for User Acquisition... 8 Chapter 3: Campaign Structure and Optimization... 12 Chapter 4: Ad Targeting... 20

More information

Prepare QuickBooks Online for Job Costing

Prepare QuickBooks Online for Job Costing I m sure you re still hearing rumors that QuickBooks Online does not do job costing. This is simply not true. QuickBooks Online has been able to job costing for 1099 contractor costs and other expenses

More information

Financial Advisors: How to Optimize your LinkedIn Profile

Financial Advisors: How to Optimize your LinkedIn Profile + Financial Advisors: How to Optimize your LinkedIn Profile A Publication of TABLE OF CONTENTS Introduction - The Case for LinkedIn 1. 5 Quick Ways to Optimize Advisor s LinkedIn Profiles pg. 1 2. A Daily

More information

How to Gain Competitive Advantage on Amazon For More Sales

How to Gain Competitive Advantage on Amazon For More Sales How to Gain Competitive Advantage on Amazon For More Sales How to Beat Competitors by Forming a Distinct and Strong Identity on the Amazon Marketplace 1 P a g e Introduction Ensuring competitive advantage

More information

Marketing Technology s Broken Promises

Marketing Technology s Broken Promises Marketing Technology s Broken Promises (And How to Get What You Pay For) 1 Marketing technology comes with lots of promises: Just plug it in and press the button. Sit back as those high-quality leads roll

More information

Kanban kick- start (v2)

Kanban kick- start (v2) Kanban kick- start (v2) By Tomas Björkholm at Crisp, October 2011 INTRODUCTION... 1 AN APPROACH TO GET STARTED WITH KANBAN... 2 STEP 1 GET TO KNOW YOUR SYSTEM... 2 STEP 2 IDENTIFY YOUR SOURCES AND PRIORITIZE...

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

Chapter 3 Inventory. Objectives. QuickBooks Tools for Tracking Inventory

Chapter 3 Inventory. Objectives. QuickBooks Tools for Tracking Inventory Chapter 3 Inventory Objectives After completing this chapter, you should be able to: Activate the Inventory function (page 47). Set up Inventory Items in the Item list (page 48). Use QuickBooks to calculate

More information

First up is Phil Butler, talking about how the standards for not-for-profits have changed over time.

First up is Phil Butler, talking about how the standards for not-for-profits have changed over time. 7. Financials Speaker Key: PC Ellen Leabeater David Knowles Phil Butler Patricia Carroll Welcome to the Community Colleges Australia podcast on board governance. I m Ellen Leabeater. This episode is all

More information