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11 Sep 16:17

4 Engaging Messaging Campaigns For Fintech Apps

by Stefan Bhagwandin

Source: Freepik

Fintech (financial technology) apps bear a heavy responsibility. We trust these apps to manage our bank accounts, personal budgets, insurance payments, and more.

Sometimes users opt in to push notifications from too many apps, and they get in the habit of ignoring certain messages. But few people would instinctively ignore a push from their bank or stockbroker.

With great power comes great responsibility. The sensitive nature of finance apps means they can easily grab users’ attention with push notifications — but if the content isn’t urgent or valuable, apps risk losing user trust.

Nonetheless, it’s possible for finance apps to plan effective messaging campaigns that aren’t purely transactional. Here are four campaign ideas to get you started.

Push Notifications From Personal Finance Apps

mobile fintech

Source: Google Play

Normally, budget-related push notifications would fall under the category of transactional messages. A bank’s low balance alert probably isn’t intended to lift user engagement — it’s a user experience tool to help people avoid overdraft fees. But for personal finance apps, push notifications can actually help people utilize the product and build better budgets.

Over time, users of budgeting apps like You Need A Budget and Mint develop personalized categories and spending limits to suit their needs. However, each user must manually create purchase categories and savings goals. Thanks to all the manual effort involved, some will end up under-utilizing the app.

Push notifications can help alert users of suboptimal or incorrect settings. Let’s say a person sets their monthly spending limit on restaurants to a particular value, but they exceed the budget by $50 several months in a row. The app could alert the user with a push notification and suggest changing the spending limit. This would help the budget better reflect the person’s actual spending habits, making the app more valuable as a whole.

Apps can also help users reach savings goals. Budgeting apps can send alerts once users are approaching their spending limit for the month to make sure they don’t forget to put money aside. The notification could even reveal which categories they’re overspending on so they’ll know where to cut back.

Emails From Insurance Apps

Source: Google Play

Insurance apps like Metromile and Lemonade operate in a complex industry. Consumers might not understand the finer points of car and home insurance. Normally, this isn’t a problem — many insurance providers try to make the process intuitive to people without much background knowledge. However, there are situations where understanding the fine print can help you save money and mitigate risk.

Email newsletters are a good way to keep users informed and engaged. A general purpose newsletter can talk about different types of insurance, how much coverage you get for different plans, and what happens when you file a claim.

Of course, emails can be personalized too. Apps can send customized messages to users of a particular plan or with a particular type of vehicle/home to explain the specifics.

Emails are a great way to provide money-saving tips that help users in the long run. Today, a user might simply pay a flat fee for car insurance, but it would help if they knew the average cost of insurance for different types of cars. This could impact their vehicle purchases in the future. And if the emails constantly add value like this, users will be less inclined to unsubscribe, keeping your app and service top-of-mind.

In-App Messages From Banking Apps

banking apps

Source: Google Play

The generic use case for a banking app is to manage your primary checking account, but banks offer a plethora of other products and services. Websites, especially on desktop, offer plenty of screen real estate to display promotions and upsells. In the process of logging into your account, you’re likely to see ads for mortgages, credit cards, and more.

At first glance, it seems difficult to replicate this layout on mobile. With less space to go around, mobile sites and apps tend to focus on core features, at the cost of potential upsells.

In-app messages help banking apps navigate this problem. In-app messages aren’t a permanent part of the UI; they can be displayed and removed through a messaging platform, independent of the app’s code. Plus, some messages can be shown as persistent on-screen elements while others can temporarily pop up in the middle of the screen. This adds variety and flexibility to your promotions, making it easier to include content to accompany the core features of the screen.

When implemented correctly, in-app messages can actually be more powerful than website upsells. By leveraging mobile app analytics, marketers can personalize messages to appeal to individual users. A banking app could display promotions for credit cards that match the user’s credit score, or special rates on small business loans for users with a business checking account. These personalized offers are a near-guaranteed way to lift conversions.

App Inbox Messages From Stockbrokers

mobile stock trading

Source: Google Play

The stock market moves quickly, and some stocks are very sensitive to current events. Push notifications for every market-related event might get overwhelming, but App Inbox messages are perfect for this use case. They’re browsable at the user’s convenience, yet they don’t spam the recipient’s email inbox or occupy as much screen space as in-app messages.

Stock trading apps like Robinhood can use App Inbox messages to keep users informed in a non-disruptive way. These messages will stay in the inbox even after they’re read, so users can scroll back to yesterday’s news if necessary. Quick access to news within the app could help people make better trading decisions in the long run.

These messages could be further improved with personalization. The first step is to only send messages that relate to stocks in a person’s portfolio or watchlist, but we can go even further.

Personalized App Inbox messages can deliver alerts based on a person’s browsing history, much like product recommendations in a retail app. If someone browses Google’s or Amazon’s stock without explicitly watchlisting it, they’ll find more headlines about tech stocks in their inbox the next day. Or, if a person browses securities of a particular category (such as bonds or ETFs), headlines will feature news from any industry if it relates to those categories. This is a good way to increase content discovery and engagement without waiting on explicit user actions.

Other Mobile Messaging Use Cases For Fintech Apps

The messaging campaigns described in this post are tailored to financial apps, but some campaigns work for every app vertical. Lifecycle campaigns that proactively reach out to users at major touchpoints are a good way to support engagement and retention.

11 Sep 16:16

Removing the Negativity

by Anthony Iannarino

I used to read a blog series by a really smart person. He is also a very good writer. In fact, his writing is what hooked me, and the topics he writes about are interesting to me. If I were to generalize, this writer writes about the human condition, things like economic systems, government systems, the behavior of companies and big corporations, philosophy, and religion.

I read a good deal of his writing. Over time, I noticed something: He is extremely negative, disguising it as caring and concern. It is easy to point out the ugly parts of the human condition.

  • It’s easy to find problems with economic systems, especially when the results under the system are distributed unequally.
  • There is nothing easier than criticizing the ineptitude of government and a system that often seems at war with itself. In fact, I think criticizing the government, a right I vigorously support, is a national past time.
  • Companies and big corporations are full of human beings, and because this is true, there are infinite ways for them to make mistakes, to act poorly, and to trade purpose for profitability. Some companies sometime do harm, because sometimes humans do.

Over time, I stopped reading this writer. I don’t recognize this dystopian world this writer sees. The economic system we are part of is horribly imperfect, but still the only way that people have been lifted out of poverty in great numbers. Our democratic Republic is still strong, and despite our many and serious differences, the Great Experiment stands strong, regardless of politics and politicians. There is still more opportunity available to those who would seek it, even if it is more difficult for some than others.

The world I see is full of basically good and infinitely fallible human beings doing their best, repeating mistakes that should have long ago been learned, and muddling through. In sum total, the good in most of us outweighs the bad in the few of us who are really bad by a margin so great as to defy measurement. Given enough time, we find ways to solve the greatest of challenges, and in doing so, create even greater ones.

People get married. Babies are born. Promotions are had. And life is lived, longer than ever, safer than before, and with more abundance than could be imagined by those who came before us. Some of life feels like Summer, and some feels like Winter, but then, that’s going to be true for a long time to come.

I no longer read the smart writer. The world looks very much like what you believe it looks like.

The post Removing the Negativity appeared first on The Sales Blog.

11 Sep 16:16

Amazon looks to gain a machine learning advantage (AMZN)

by Daniel Keyes

retail ai iot

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Amazon will open an R&D hub in Barcelona in early 2018 that will specialize in machine learning research, VentureBeat reports. Machine learning drives many of Amazon’s capabilities, so investing further in this nascent tech makes a good deal of sense for the e-commerce titan.

Here's how the new hub could benefit Amazon's machine learning efforts across its business:

  • Amazon’s product recommendations are largely driven by machine learning, as the company utilizes its huge database of consumer purchases to predict what specific items customers would be interested in. As the company extends its business into other areas, via its Whole Foods acquisition, for example, it will need machine learning algorithms that can parse increasingly diverse data sets.
  • Machine learning and natural language processing (NLP) are at the core of Amazon’s digital assistant Alexa. The new R&D lab could help improve Alexa’s functionality, which is especially important as its accuracy currently lags behind Google Assistant’s.
  • Amazon's logistics business is heavily reliant on machine learning. There are thousands of factors in each individual order fulfillment, so employing artificial intelligence (AI) that can reroute, change delivery arrival times, and make other adjustments accurately and efficiently is extremely valuable. Additionally, Amazon’s interest in drone delivery is well known, and machine learning is what enables drones to fly autonomously. As such, further research in the area could bring Amazon closer to employing a fleet of drones.

Amazon may be trying to make machine learning its new competitive advantage. Amazon’s patent on one-click payments is set to expire this year, meaning the company will lose exclusivity on one of its earliest features that drove it to prominence, but machine learning could provide Amazon with a new advantage. In fact, Amazon has filed a number of machine learning- and AI-focused patents recently. If these prove nearly as valuable as one-click has been, they could help Amazon fend off competition from retailers deploying one-click options. Additionally, the company may even be angling for a new revenue stream, as it has discussed making its machine learning and AI available to other companies through Amazon Web Services (AWS).

One of retailers' top priorities is to figure out how to gain an edge over Amazon. To do this, many retailers are attempting to differentiate themselves by creating highly curated experiences that combine the personal feel of in-store shopping with the convenience of online portals. 

These personalized online experiences are powered by artificial intelligence (AI). This is the technology that enables e-commerce websites to recommend products uniquely suited to shoppers, and enables people to search for products using conversational language, or just images, as though they were interacting with a person. 

Using AI to personalize the customer journey could be a huge value-add to retailers. Retailers that have implemented personalization strategies see sales gains of 6-10%, a rate two to three times faster than other retailers, according to a report by Boston Consulting Group (BCG). It could also boost profitability rates 59% in the wholesale and retail industries by 2035, according to Accenture. 

Stephanie Pandolph, research analyst for BI Intelligence, Business Insider's premium research service, has written a detailed report on AI in e-commerce that:

  • Provides an overview of the numerous applications of AI in retail, using case studies of how retailers are currently gaining an advantage using this technology. These applications include personalizing online interfaces, tailoring product recommendations, increasing the relevance of shoppers search results, and providing immediate and useful customer service.
  • Examines the various challenges that retailers may face when looking to implementing AI, which typically stems from data storage systems being outdated and inflexible, as well as organizational barriers that prevent personalization strategies from being executed effectively.
  • Gives two different strategies that retailers can use to successfully implement AI, and discusses the advantages and disadvantages of each strategy.

To get the full report, subscribe to an All-Access pass to BI Intelligence and gain immediate access to this report and over 100 other expertly researched reports. As an added bonus, you'll also gain access to all future reports and daily newsletters to ensure you stay ahead of the curve and benefit personally and professionally. >> Learn More Now

You can also purchase and download the full report from our research store.

Join the conversation about this story »

11 Sep 16:09

Google Analytics vs. Hubspot: How Should I Track My Inbound Marketing KPIs?

by Jennifer Lux

StockSnap / Pixabay

“What gets measured gets improved.”

These wise words were coined by Peter Drucker, a prolific writer known as the founder of modern management. His core philosophy is also one we subscribe to at SmartBug Media, as keeping a constant pulse on marketing analytics is an necessary key to unlocking client success.

Since Drucker’s heyday, we’ve experienced a revolution in how buyers and sellers work together and today, there is no shortage of analytic tools and platforms to measure marketing success—–especially inbound marketing KPIs. Two of the biggest platforms that provide necessary data and yield actionable insights include HubSpot and Google Analytics. You may wonder whether you need both, and how to get the maximum benefit out of their combined analytical power. We’ve got you covered. But first, let’s start with the basics.

What inbound marketing KPIs should I track?

Before diving into options for analytics, let’s get on the same page with what must be measured for proper iteration and ultimate success. Some of these inbound marketing KPIs are going to provide direct, clear insight into the success of your inbound marketing efforts while others are going to provide indicators and trends, or help identify patterns forming on your website and/or along the path to purchase. Here are 14 key KPIs to include in your ongoing inbound marketing analysis:

  • Incoming traffic sources
  • Blog traffic
  • Blog conversions
  • New blog subscribers
  • Leads (marketing-qualified leads, sales-qualified leads, and sales-accepted leads)
  • Visitor-to-lead ratio
  • New visitor conversion
  • Inbound links to posts
  • Social shares
  • Average session duration
  • Pages per visit
  • Bounce rate
  • Cost per conversion, per channel
  • Revenue from inbound marketing

In addition, look for trends and patterns in:

  • Exit pages – What pages are causing visitors to leave? Which ones have the highest number of bounces and which have the highest bounce rate?
  • Blog topics – Which topics resonate with your audience? Do posts around “business strategy” get more traction or do newsjacking articles result in blog traffic spikes?

Once you’ve created buy-in across your organization about how you’ll measure the success of your inbound efforts, it’s time to track, analyze, and synthesize data into optimization opportunities and next steps. Leveraging data from HubSpot and Google Analytics in combination yields the ultimate data-crunching powerhouse and offers a true strategic advantage.

What does Google Analytics provide that I can’t get in HubSpot?

While HubSpot provides tremendous clarity into what’s happening along the buyer’s journey and provides Ferrari-level horsepower when it comes to lead nurturing, there are a few metrics only found in Google Analytics. Those include (but are not limited to):

  • Average session duration – Measured in minutes, this is an indicator of content value, engagement, content quality, and the usability of your site. From an organic traffic (and SEO) perspective, it also tells you how aligned your website is with your audience’s search intent.
  • Average pages per visit – Just like average session duration, this metric provides information on usability, user experience, and how well your site is set up to support the buyer’s journey. It also provides insight into how compelling your CTAs are, whether they are well placed, and if internal linking is effective to keep visitors engaged. Technically, you could put together custom reports in HubSpot to gather this information, but it’s much easier to view on the Google Analytics platform.
  • New visitor conversion – While this information requires setting up goals in Google Analytics, and also could be put together in HubSpot with detailed list criteria, it’s important to understand how visitors first engage on your site. Your evangelists or those who have confidence that your site will provide value over time will behave differently than new visitors, and those insights are key to further optimizing your site to support your inbound marketing KPIs.
  • Event tracking – While the key to leveraging Google Analytics to its fullest capability lies in the ability to customize it, the power of event tracking is in the granular insight it provides into the user experience. Sure, you can customize events in Google Analytics to provide much of the same information available in HubSpot, including form completions, CTA clicks, and new blog subscriptions. However, if you want to truly understand your website and mobile site visitors, setting up events in Google Analytics provides tremendous value.

Curious whether your visitors are scrolling down and reading your entire blog post? Would you like to see how often a visitor clicks or taps a social share button (and on which platforms)? Do you wonder what percentage of people visit your pricing page after an e-book form completion? Would you like to measure what percentage of viewers watch your entire video? And most importantly, from the perspective of inbound marketing KPIs, are you curious where in the funnel your leads are dropping off, abandoning the buyer’s journey, and/or skipping important steps along the path to purchase? These insights are possible with event tracking in Google Analytics, and are supercharged by setting up goals and related goal funnels.

How should I use Google Analytics and HubSpot together to support my inbound marketing KPIs?

Modern marketers are often asked to also be analysts (AKA data nerds). The intuitive nature of HubSpot can help quickly identify monthly trends, especially involving data along the buyer’s journey and how visitors interact with your website and marketing efforts. However, if you want the ultimate flexibility in reporting, visibility into micro conversions, ability to drill down deep into aggregate user behavior, and insight into the specific activity on site pages, Google Analytics is as necessary to HubSpot as peanut butter is to jelly. Or maybe almond butter and honey. Or margaritas and salt. You know, those things that just really belong together.

11 Sep 16:03

If All You Track is Completion, All You Get is Compliance

by Chris Tine

Running a race is more than simply crossing a finish line. Along the way, you need to know your pace and stamina. You need to know your capabilities. However, too often we ignore these factors and simply head for the tape. When we measure only the single factor of completion, we miss all the crucial data points in between. We need more measurements.

Outpacing the Dunning-Kruger Effect

Even if you are just the most honest, impartial person that you could be, you would still have a problem — namely, when your knowledge or expertise is imperfect, you really don’t know it,” remarked psychologist David Dunning. This sentiment encapsulates his work in social psychology which culminated in the discovery of the Dunning-Kruger Effect.

This cognitive bias asserts that we often fail to recognize shortcomings in our performance. Simply put we generally lack awareness of our inabilities. This problem stems from insufficient feedback because “giving feedback is a tricky business,” explains Dunning.

Social barriers make feedback difficult to give and perhaps even more difficult to hear. Nonetheless, it’s a critical step in the learning process. Dunning urges that it’s important “to give feedback that is concrete, as opposed to feedback that’s about the person’s character.” This kind of objective focused feedback is possible today with digital learning tools.

By offering multiple points of feedback, digital learning offers real-time information that helps learners move beyond a false perception of their abilities. Participants take ownership of their own skill development. This engaged approach characterized by periodic measurement is important because even “experienced sales people sometimes forget to plan a bit more because we become comfortable,” remarked one Richardson participant. Feedback moves us out of our comfort zone.

However, people are different. We all respond differently to various feedback systems. At Richardson, we embrace all styles by measuring performance on four levels.

Four Ways to Track Progress

The value of interactive learning tools is the ability for the user to engage with the content in the manner that fits their learning style. Different people are motivated by different factors. Therefore, there’s no “right” way to use the system.

As participants move through our digital sales training program, they receive strength feedback on their understanding of each critical skill discussed. This continual feedback offers direct, ongoing assessments of how well one is grasping the tenants of the program.

Users are encouraged to test their understanding of key concepts with games. This approach engages participants who want to compete with themselves or with others. More learners are finding success with this style of measurement often called “gamification.” Moreover, studies illustrate the efficacy of this solution. In a review of 24 empirical studies, researchers determined that “gamification does produce positive effects and benefits.”

Unlocking achievements is a way for trainees to go further in their efforts. Users earn “badges” for completing targeted goals. After earning one badge learners resolve to reach for another one. Eventually, participants complete their collection. This feature rests on a    principle called the “Zeigarnik Effect,” which asserts that we devote more memory to incomplete tasks rather than those that we’ve completed.

Leaderboards, ranking the relative success of others, embraces the belief that “the path to self-insight leads through other people,” as explained in Making It Stick: The Science of Successful Learning. While the training occurs individually, the leaderboard offers a sense of community and goal sharing. This dynamic imbues a team spirit into the process.

A 21st Century Solution 

Without this multi-level tracking, trainees are running a race with a blindfold. At Richardson, we’re leveraging the convenience of technology with the efficiency of feedback to help participants uncover their blind spots. The result: users discover the techniques they didn’t know they were lacking.

Eventually, Dunning concluded, “We’re not very good at knowing what we don’t know.” Today, Richardson is helping more people overcome this problem. To date, we’ve helped learners grow their skills over the course of 30,000 user sessions. In doing so participants have widened their purview to uncover more ways to succeed all with the convenience of a solution that fits in their hands.


Click here to download more information about Richardson’s digital sales training program, Richardson AccelerateTM or contact us at info@richardson.com or 1.800.526.1650 to learn more.

Download Information on Accelerate - Richardson's Online Sales Training Solution

The post If All You Track is Completion, All You Get is Compliance appeared first on Richardson Sales Training & Enablement Blog.

11 Sep 16:03

Alicianne Rand Shares 4 Tips for Driving Sales Through Content Marketing #CMWorld

by Tiffani Allen

What does it look like when content, influencers and social media come together to generate a metaphorical gold mine in terms of revenue and reach? To put it mildly, it’s drop dead gorgeous. At least that was the view from my seat at Content Marketing World as Estée Lauder’s Executive Director of Global Content Marketing Alicianne Rand shared the incredible success her organization has achieved through their integrated content marketing strategy So, what needs to happen to take your content marketing strategy from drab to fab? Here are four tips straight from Rand herself.

Tip #1 - Use data to drive your content marketing strategy

At Estée Lauder, Rand and team have built a framework to simplify how they look at data. Step 1: Track trends based on deep social listening, then look at how trends move from rising to evergreen and eventually declining patterns. Rand cited a trend called “popsicle lips” that first launched at fashion week by Mac. At first, folks were skeptical, but it was quickly picked up by industry insiders, and then popsicle lips became the No. 1 trend of the summer. “The trend started with a subculture that consumers may not have necessarily gravitated toward,” she said. “But then it moved into a creative expressions that consumers want to use and wear every day.” Step 2: Analyze content and brand performance, and then use these insights to quickly experiment. Rand said that her team constantly evaluates their performance against the competition. “We ask: how do we perform against the competition in terms of market share?” she explained. “Our ability to grow that share over time is what we’re really concerned about.” For Estée Lauder, that means mobilizing employees as influencers and trendsetters in the industry. “Think about how you can activate your employees to make things real,” she suggested. “And really test and learn to figure out what works best.” Step 3: Map everything against business goals. At the end of the day, you need to know what you want from your content in terms of KPIs to determine whether it was successful. Do you want to generate a certain amount of views and engagement? Or are you looking for leads or revenue? So, determine what that goal is and regularly check yourself against it to optimize, learn and repeat.

Tip #2: Create products with content in mind

Rand said: “In the early stages of research and development, we’re already thinking about how this product will perform on social.” This is a key element for their brand’s content because so much of the industry is socially driven. Think about it in terms of Kylie Jenner’s lipstick promotion generating billions of dollars from Snapchat. However, this doesn’t mean that the brand owns all of the social around their product. In fact, Rand recommends the following formula for working with social influencers: Ownership + Authenticity + 360 Engagement = Sales “Ownership and authenticity are key to performance,” Rand said. “Give your influencers ownership over that product or that creative and you will see results.”

Tip #3: Know that creativity can come from anywhere and anyone.

In Rand’s words, “Everyone is a content creator. The trick is where you’re leveraging these influencers and what KPIs you have against each. There needs to be different strategies for different content creators.” The key is synchronization, she said. There needs to be a strategic framework in place for success. Rand tasked the audience with four key elements to think about:
  1. What is your overarching theme? What does your brand stand for?
  2. What are your trying to promote? (i.e. What is your particular campaign?)
  3. What are your chapters? This refers to evergreen content that the Estée Lauder team likes to call micro-narratives.
  4. What are your moments? This is your always-on content, where you can do A/B testing and try out new trends you’re experimenting with.

Tip #4: Create new paths to discovery and conversion.

How can your content create new paths to conversion? What isn’t being done that can make an impact? To illustrate this point, Rand cited the example of Smashbox thinking about retail as content. Every single store they have has a photo studio inside. They invite influencers to come in, do photo shoots using their products, and then give the photos to them for use on Instagram or other social profiles. In return, the influencers always tag Smashbox, giving their audience an opportunity to check the products out for themselves.

The Main Takeaway?

For content to drive sales and conversions, it needs to come from a place of deep understanding of your customers, the marketplace and your brand. Don’t start with what you want to get out of your content and work backward. A truly beautiful content strategy starts with why — not what. Stay tuned for more #CMWorld coverage and insights on the TopRank Marketing Blog. In addition, follow myself and the rest of our on-the-ground team members on Twitter at: @Tiffani_Allen, @leeodden, @knutesands, @NiteWrites, @azeckman, @amywhiggins and @CaitlinMBurgess.

The post Alicianne Rand Shares 4 Tips for Driving Sales Through Content Marketing #CMWorld appeared first on Online Marketing Blog - TopRank®.

11 Sep 16:03

Top 7 Mistakes That Kill Your Ads Conversion in 2017

by Guest Post

Top 7 Mistakes That Kill Your Ads Conversion in 2017 written by Guest Post read more at Duct Tape Marketing

Business spends huge money on sending their message to customers, but the results leave much to be desired:

For every $92 spent acquiring customers, only $1 is spent converting them; besides, only 8% of users pay attention to marketing ads and click on them.

Yet, one assured method exists to generate lots of buzz about your business and advertising.

People notice marketing mistakes right along, discussing and criticizing brands for them. This is the case when advertising defeats its own object, despite allowing you to learn from mistakes, draw out a lesson, and get feet under your table.

Failures become those signposts indicating the way to effective marketing. However, some mistakes come at a price.

Here go top seven, able to create a negative attitude toward your business as well as nip your ad conversion in the bud.

1. You don’t consider human factors

The biggest mistake of small business owners would be to follow the lead of big dogs adverting to barren business language in their marketing campaigns. They forget about users on the other side of the screen, willing to communicate to people rather than brands and products names.

So build relations with humans and don’t throw information blocks into a faceless audience. Nielsen’s Global Trust in Advertising report confirms the effectiveness of such an approach.

Asking users about factors influencing their trust in ads, Nielsen’s experts marked those resonating most: humorous, value- and family-oriented, real-file situations are what works best.

Top 7 Mistakes That Kill Your Ads Conversion in 2017

Marketing tip: When writing texts for your ads, remember about the human factor behind your audience. Talk their language, don’t plagiarize writing style, voice, and tone of your competitors, and speak about what appeals to your consumers.

2. You take social issues in vain

Appealing to social issues or newsjacking is a constant brinkmanship. When done right, it brings your business the benefits such as:

  • Traffic growth
  • Your brand’s integration into daily news background
  • Link product to a high-involvement issue
  • Engagement rate growth
  • Information market leadership

But a huge mistake would be to use social issues for small business ads. It hurts reputation and may destroy your customer funnel (engagement and nurturing, in particular).

As a simple refresher, let’s take a look at this tweet from AT&T who published it on the 9/11 day:

Top 7 Mistakes That Kill Your Ads Conversion in 2017

Followers perceived it as the attempt to play on the tragedy for marketing goals. Such negative reaction made AT&T marketers delete the tweet within an hour of publication.

Marketing tip: When publishing your sales copies and ads, try to pre-estimate reactions. Appeal to psychology and enhance emotional intelligence for a better understanding of your target audience.

3. You target fans

Spending money on pay per click as well as any other ad type targeting your existing audience… well… sucks: they know you and your offer already, so don’t reach them with advertising.

When having clients-friendly perks, just create a status update for fans to see, like, and get it shared so you could sell to them. What you need for ads is a broader targeting, but don’t overdo it.

What is it with that?

For example, you decide to target new customers with Facebook ads, and your audience is newbie photographers. You launch the campaign based on interests like photography, and that’s where a mistake hides.

Why?

We all love photography: your mum, friends, and ex like it but none of them has the interest in learning about it.

Marketing tip: Be more specific about targeting the new audience. In the case with photography, you might want to attract and engage those interested in entry-level camera models as it’s something amateur photographers most likely use.

4. You forget about copywriting tricks

Rare small business owners bother about writing texts for ads. However, copywriting gizmos such as clear value propositions, words, and images influence your conversion rate per se.

The most common mistakes marketers still make:

  • Weak headlines. A first-rate headline doesn’t simply state what you offer but explains the benefit behind your product. It’s short, clear and easy to understand, and avoids cliches as well as business jargon.
  • Wrong ad image. Visual elements you choose for ads should hook users and make them want to click. For that, consider size/color/contrast combo.
  • Sluggish words. One word or phrase can change your conversion rate by 100%, so use power verbs that appeal to human emotions. Avoid vagueness and gobbledegook in your ads.
  • No CTA. Just because people see your ad doesn’t mean they want to click and learn more about your business. Most need a little push in the right direction, so make sure to add CTA to every ad you create. Give users a reason to choose you.

Marketing tip: Learn how to write ad texts and sales copy. Words are a powerful weapon allowing to influence decision-making, so make sure you don’t kill conversion by choosing wrong lexical items for your ads.

5. You wrongly use SMM tools

Time after time, social media come up with new tools to help marketers, but the latter often use them wrong.

Thus, McDonald’s once used a #McDStories hashtag to encourage sharing nostalgic stories related to the brand; but they didn’t explain it to people. As the result, followers used the hashtag to complain about poor service and low-quality food.

Top 7 Mistakes That Kill Your Ads Conversion in 2017

AmericanAir failed when used the automatic reply feature in Twitter; it showed the brand’s unwillingness to get feedback from their audience.

Top 7 Mistakes That Kill Your Ads Conversion in 2017

Marketing tip: Use new tools for advertising only after learning them inside out. Pay attention to instructing your audience about what you want from them.

6. You focus on a product

Your advertising is not about you but customers, so a huge mistake would be talking about how cool you are and what luxury features your product/service has.

No one will care.

Instead, link those features to a value. Focus on your customers’ needs, and use ads to talk about how your product solves their problems. Such an approach will help to build a steady stream of leads.

7. You don’t track

Picture this:

76% of marketers track effectiveness wrongly, considering awareness/engagement enough for success and mistaking it for conversion.

The question appears:

How do they know what advertising is most effective for their business and what they could change to make it better as well as influence their conversion rates?

The answer is… no how.

Two things work in digital marketing: testing and tracking. Once you know what works for your business, you invest into it and win more customers instead of blindly placing ads everywhere.

Marketing tip: Track your ads like crazy. Focus on metrics such as ad frequency, CTR, number of leads, relevance score, clicks by interest, and performance by placement.

Do any of the above mistakes sound familiar?

Fix your marketing strategy, if so. Put your ad campaigns into order. If you don’t know how to do that, ask experts to help you with copywriting, design, and choosing right channels for media placement. Use advertising wisely, not blindly – and you’ll be converting more than spending on it.


About the Author

Lesley J. Vos is a contributing writer to publications on content, social media, and digital marketing in general. She writes an e-book on guest blogging, creates texts on writing craft and education, and teaches the French language to high school students.

09 Sep 18:09

4 Hacks to Harness the Unique Powers of Millennials at Your Startup

by Stan Garber

rawpixel / Pixabay

Millennials, now officially the largest generation in the workforce, are shaking up the way we work. They’re hard working, innovative, ambitious agents of change. And their fresh outlook on the way we approach problems can have game-changing effects on a business, particularly at a startup striving to solidify its place in the market. Want to harness the unique powers of millennials at your startup? Start with these hacks:

Make Work Mean Something

Give your employees the chance to make an impact through volunteer opportunities outside the office, but also find ways to make them realize how they impact the company and industry as a whole. Too often, people see their everyday responsibilities as rote tasks and don’t realize the wider impact they have.

Whether it is highlighting how IT’s routine upkeep tasks keep the business running smoothly and efficiently or how HR drives the overall culture and quality of the company through their hiring and retention efforts, it’s important to celebrate each and every employee’s contributions to the company.

Provide High-Tech Tools

Millennials are almost inherently tech savvy, which can be a huge benefit for an employer. The right tools can increase productivity and effectiveness on a huge scale — and millennials are keen to adopt them. Nearly half of millennials would rather have high-tech perks like IoT, augmented reality, or AI-assisted features over non-tech perks like free food or an office dog, according to The Future Workforce report commissioned by Dell and Intel.

Aside from our very own strategic sourcing solution, a few of our favorite tools include Slack, Google Docs and Basecamp. Tools like these are easy (and pleasant!) to use, and they help us streamline processes, automate tasks and keep our team on track. Since my co-founders and I started the business, we knew that allotting the necessary funds and time to find innovative tech tools was a huge priority for us. And I can truly say that it has paid off in terms of creating an effective day-to-day work experience for our employees, as well as allowing them to harness new methods of innovation that you may not have tapped before.

Offer Outside-the-Box Support

Another millennial trait that I admire is an insatiable hunger for learning. Respect and cater to this and don’t be afraid to step outside of the box to do so. For example, if you think an employee from your design team would contribute some added value to an IT-centric project, don’t shy away from putting them on it just because of their title. More often than not, your millennial employees will take on a new challenge and chance to learn with excitement for all it promises to teach them, rather than fear of the unknown.

Back all these learning opportunities up through consistent feedback. Just 21 percent of millennials meet with a manager on a weekly basis, and the majority (56 percent) say they meet with a manager less than once a month, according to a recent Gallup survey. Challenge that less-than-inspiring statistic and meet with your employees often. You’ll be rewarded with more engaged employees who know their strengths and weaknesses and feel that they are supported to take on whatever comes their way.

Let Them Work on Their Own Terms

Millennials tend to be task-oriented, rather than time-oriented, and want to complete those tasks on the schedule that works best for them. Now, this absolutely does not mean that millennials are horrible at deadlines — it actually often means the exact opposite. Some people function best in the morning, and some late at night. Either way, millennials want the freedom to complete tasks during the hours that work for them, rather than being confined to a traditional 9-to-5 job.

A survey by FlexJobs found that over 50 percent of millennials want to work flexible hours, and a colossal 85 percent said they would like to telecommute 100 percent of the time. Here at Scout, we make sure that our employees are set up for success — quite literally — and that includes trusting them to work in the ways most conducive to getting their job done. Everyone is different, and a one-size-fits-all approach just isn’t going to cut it.

Millennials may represent the changing face of the workforce, but there’s still a lot we have to learn about them. High turnover rates are a testament to this. Let’s do something about it: Start by tapping into these millennial hacks. Not only did they help my organization create a better employee experience that keeps millennial team members around for longer, but it also helped set up my startup for business success. And I think they can do the same for you.

09 Sep 18:08

The Top 10 essentials of a contemporary web design

by Expert commentator

Which of these design elements are you using to enhance your web experience and conversion?

If you're launching a new site or refreshing an existing site it's important to ensure your site looks contemporary and appealing. Since website design styles and technologies change so rapidly, can quickly appear dated.

A site that meets your business goals, communicates your key messages and provides a great experience is most important as explained in the Smart Insights guide to improving results from your website. But to design a successful web site, it is also essential to know what trends are emerging and what elements are important to consider. Surely, different web pages are created for different purposes, so they will not, probably, have much in common. However, there will be certain generally used elements that can be added to a webpage to make it more successful.

Here is a checklist of features to consider.

1.Sizeable and Striking Responsive Images

striking responsive images

The visual impact that a web page produces on its visitors is one of the key issues to think about when you are designing a web page, particularly the home page. So, you should choose images carefully in order to catch your visitors' attention at once, because images create strong visual experience and encourage the reader to scroll further. Whether you insert illustrations of your products and services, or whether you want to present your team and your projects, images should be large and qualitative. In addition, web pages with responsive design will allow your images to adjust to various types of screens, so you can be sure that your website will look equally good and you will ensure the best experience for your visitors, no matter what device they are using.

2. Animation and Visual Effects

To add to the visual impression, various visual effects and animation are used. One of the most popular effects is Parallax that creates the feeling of a true immersion, provides an unforgettable experience and makes your visitors want to come back to your site. Moreover, animation effects can be used to present the content of the web page. For instance, Post Carousel not only gives your visitors an opportunity to enjoy browsing your products in a sliding carousel but also saves your precious space on the page

3. Sophisticated and Stunning Typography

Another element to reinforce the visual impact on your visitors is typography. First of all, fonts are used to direct your visitors' attention to a certain text. Secondly, they are applied to emphasize the general design of your web page. Carefully chosen fonts will tie in with the style of your web page, thus making it look more appealing. A lot of contemporary web templates contain a large variety of Google-integrated fonts, so you can select the ones that will best fulfill your needs.

4. Presented Products or Featured Video

Videos as a part of a web page are becoming more and more popular. First of all, they are aimed at those people who prefer getting information while watching videos rather than reading. Secondly, it is possible to save the space on the web page in such a way, because sometimes it is easier to present products or services in a video than to describe them with the help of the text on the web page. Moreover, it is an effective way to tell people about your company in the way you wish them to remember. As an example, take a look at presents Template Monster

 

4. Smart and Speedy Search

When people visit a web page, they are usually looking for some information or goods. Even if your webpage is crafted thoroughly and includes a powerful menu for an easier navigation, an effective search box will facilitate the process of finding appropriate results. This element is particularly useful for those websites that include a huge variety of products or goods. When you add new content, the web page grows, so a search box will promote navigation and increase your visitors' chances of finding both old and new information that they need.

6. Shopping Cart and Pricing Tables

As more and more people do their shopping online, efficient web stores should think about their customers' comfort. A shopping cart is an indispensable element in such cases because they allow visitors to add the goods that they want to purchase to their online cart whenever they want. In addition, pricing tables, which give you a chance to present differences in features of your goods in a simple, but effective way, let your visitors compare prices for different goods, thus making the process of choosing a needed item faster.

7. Controlled Calendar and Appointment Manager

When your company deals with meetings, timetables and appointments, you cannot overestimate online calendars and appointment managers. An effective calendar on a website helps both your visitors and you to plan the time. An appointment manager will let your customers book a meeting with you without leaving your website. This manager will be enormously useful for numerous companies, such as fitness clubs, clinics, beauty salons, art schools, and many more.

8. 'Meet the team' page

If you want to promote your specialists and to present information about your company's team, you will find an option 'Meet the Team' exceptionally useful. It gives you a chance to clearly and logically structure the information about professionals working in your company and to impress your visitors with their achievements. In this case, your readers will develop trust to your team, as they will definitely know who they are working with. You can emphasize your workers' achievements, and your team will not appear to be faceless to the visitors.

9. 'Call to Action' Buttons

It is impossible to imagine a modern web page without such buttons that incite a person to do something. These buttons can be used to encourage visitors to follow a link to find out further information, to subscribe to your website's channel and so on.

10. Stay in Touch: Contact Information and Social Media

To communicate with your visitors regularly and effectively, it is vital to present your contact information in an appropriate way. You can include your phone number, emails, address, and so on. Carefully designed contact information will promote communication. In addition, social media buttons will let your visitors follow you on various social network and share your information quickly, thus attracting new visitors to your website.

To sum up, different elements of contemporary web design are providing effective ways to save the space on the web page, to present the content to the best advantage, and to promote your communication with people.

Helen Miller is a freelance author who is always inspired to write on web-design and web-development up-to-date subjects. She also cooperates with TemplateMonster.com. If you want to be aware of the latest trends in web-design follow her on Facebook, Twitter, and Linkedin.
09 Sep 18:06

The 13 Best Networking Apps Every Sales Professional Needs

by Meg Prater

Networking is an important part of the prospecting process. It’s a great way to introduce yourself and your products to new audiences in a casual environment.

Though it often takes place at formal events and happy hours, effective networking also happens when you least expect it — like standing in line at the airport. So, you must always be ready to make the most of any encounter. This is where professional networking apps come in handy.

Download Now: 101 Professional Networking Tips

In this post, we’ve rounded up 13 of the best networking apps for sales professionals. From swapping business cards to scheduling that first meeting, these apps will take your prospecting skills up a notch.

The 13 Best Networking Apps for Sales

  1. HubSpot CRM
  2. Evernote Scannable
  3. LinkedIn Sales Navigator
  4. Feedly
  5. Quora
  6. Calendar
  7. Hey DAN
  8. Shapr
  9. Calendly
  10. Eventbrite
  11. Bizzabo
  12. Meetup
  13. Your CRM’s Mobile App

1. HubSpot CRM

  • Price: Free
  • Available on: iOS | Android
  • Best for: Busy sales professionals who want to automate their tasks

You just met a new prospect and their contact information. Now what?

HubSpot’s mobile app can help you record that information from anywhere.

You can create a task from a contact, company, or deal record within your free HubSpot CRM. Then, set a due date or email reminder. You can also include notes, set your task type, or even assign a task to someone else.

networking apps for business, HubSpot

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2. Evernote Scannable

    • Price: Free
    • Available on: iOS
    • Best for: Salespeople attending in-person events

Still collecting and sorting through business cards after a networking event? You don’t need to. The free Evernote Scannable app for iPhone and iPad takes the human error out of storing valuable prospect information.

First, you need to use Evernote’s business card camera to capture a clear image of a business card. After that, the app will automatically save your prospect’s name, title, company, contact info, and LinkedIn profile in a single contact note.

networking apps for business, Evernote Scannable contact note

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3. LinkedIn Sales Navigator

  • Best for: Salespeople who have most of their ideal customers on LinkedIn

Sales Navigator uses LinkedIn’s powerful algorithm to provide lead recommendations tailored to your business. This makes your networking more purposeful, and hopefully, more successful.

Navigator also integrates with your CRM, syncing daily and keeping your data fresh. It provides real-time sales updates, alerts you when your champion changes companies, reports when your prospect is mentioned in the news, and more.

Upgrading to a LinkedIn Premium account is the only way to take full advantage of Sales Navigator — but you can try the first month for free.

networking apps for business, LinkedIn Sales Navigator display

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4. Feedly

  • Best for: Salespeople in horizontal SaaS companies that serve multiple industries

The cardinal sin of networking? Being boring. Feedly fixes this. As a news aggregator, Feedly makes it easy to stay up to date on the industry news your prospects care about.

Selling consulting services to new restaurateurs? Set up a feed that populates with the latest food industry news every day. That way, when you’re in the buffet line at a food service event in South Carolina, you can ask your prospect about how that new liquor legislation will affect their business.

Staying up-to-date shows that you’re a valuable, knowledgeable contact for others to know. Feedly can help you get there.

networking apps for business, Feedly display

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5. Quora

  • Best for: Salespeople who prefer inbound selling to attract prospects

Many people come to Quora to ask questions. In fact, Quora had over 300 million monthly active users in 2022. This makes Quora a gold mine for finding the questions your prospects are asking.

Once you create a free account, start answering the questions for your prospects. This will help you build value, authority, and name recognition with potential customers.

You can also follow specific companies or verticals where you consider the prospects to be warm or hot and follow up with them.

networking apps for business, Quora display

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6. Calendar

  • Best for: Salespeople seeking a simple but feature-rich calendar software that integrates with platforms like HubSpot and Salesforce

Calendar offers a convenient way to add networking contacts on the go from its mobile app or directly on desktop You can easily schedule a meeting with your networking contact on the spot with just their name and email address or phone number.

After selecting a time slot, you can send the networking contact a link via email or SMS. They can select a time — or change or accept the one already selected — as well as add the meeting to their calendar.

Plus, you can use additional features like team analytics to assess networking time and productivity, get meeting transcriptions, and more.

networking apps for business, Calendar display

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7. Hey DAN

  • Best for: Salespeople who attend networking events with an enormous amount of prospects to connect with

Say you meet a great prospect at a networking event, but the event isn’t over and you’ve still got more hands to shake. Don’t worry about forgetting or mixing up pertinent information. Use Hey DAN, a voice-to-CRM solution.

Simply speak your notes into your phone, and they’ll automatically populate your CRM.

Drop-down menus, check boxes, and other unique fields are instantly filled out — and you can get back to meeting more people.

networking apps for business, networking apps for business

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8. Shapr

  • Best for: Salespeople who want to physically connect with prospects. This helps them to know prospects, pitch their high ACV products, and address all objections.

Shapr works by presenting you with a pool of professionals with similar interests. And, just like Tinder, you can swipe left or right to indicate whether you’d like to connect. When it’s a match, you’ll both be notified and you can connect in person over coffee.

But be warned: Shapr will flag you if you try to sell to people using their app. That being said, it’s still a great way to expand your network, both for your current sales job and your future career. Plus, you never know what future deals might come of it down the line.

networking apps for business, Shapr display

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9. Calendly

  • Best for: Salespeople looking to manage and schedule meetings on the go

If you’ve met a prospect who’s really interested in setting up a demo of your product, don’t wait until you’re back at the office to schedule that meeting. Pull up the Calendly app right there and send them a link.

Your prospect can instantly choose a date and time that works for them and add a meeting reminder on their calendar — all before you’ve even parted ways.

networking apps for business, Calendly display

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P.S. You can also check out HubSpot Meetings. It automatically creates records for new prospects when they book a meeting with you through the tool.

10. Eventbrite

  • Best for: Salespeople who don’t want to miss important events in their industry

If you want to boost your network, one way to do it is by attending conferences. This is where Eventbrite shines. Eventbrite removes the hard work of searching all day for conferences you’d like to attend.

With Eventbrite, you can follow the organizations whose events interest you. This way, you receive notifications when they have new events.

best networking apps eventbrite

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11. Bizzabo

  • Best for: Networking with prospects at conferences

Making meaningful connections and starting conversations in a conference hall that’s packed with people feels impossible. Bizzabo’s event app fixes this. This app allows you to filter through the lists of event attendees so you can identify potential leads and reach out to them.

The first step is to register with your LinkedIn account so Bizzabo can automatically fill in your profile. Afterward, search for conferences in your industry.

Before registering for a conference, you’ll see a list of attendees. This list helps you decide if the conference is a fit before you register.

12. Meetup

  • Best for: Salespeople who want to connect with business owners in their area

Meetup allows anyone to build both professional and personal relationships. It works by finding and connecting people with similar interests in the same area.

This app is great for finding people in your niche and building a thriving community. Meetup also has many groups with lots of members in categories like travel, health, tech, arts, and many more. You can also take advantage of different events organized by Meetup users to connect with your prospects.

best networking apps meetup

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13. Your CRM’s Mobile App

If you haven’t downloaded your CRM app onto your phone yet, you’re doubling your workload. Having on-the-go access to your CRM will make entering a new contact into your database quick, easy, and procrastination-proof.

After you grab a prospect’s information at a cocktail hour, take a few minutes while your drink is being refreshed and enter their contact info, meeting notes, and a follow-up reminder.

Don’t have a CRM? HubSpot CRM is free and easy to use, and it’s so much better than spreadsheets. Download it here.

The Human Factor

Networking can be a fruitful way for salespeople to expand their network and meet prospective clients in person. While these 13 apps will ensure you find quality prospects, they can’t help you make a great first impression.

This is where personalization comes in. As you attempt to find prospects and start conversations, ensure you personalize your message. This way, you’ll make the most of your time, build excellent relationships with prospects, win the sale, and hit your quota.

professional networking tips

09 Sep 18:06

Robo advisors are gaining popularity with high-net-worth investors

by MyPrivateBanking

US Investment TypesThe majority of affluent and high-net-worth individuals recognize the potential of robo advisors and automated investment services to add value to their wealth management services.

This is a main finding of MyPrivateBanking’s recent quantitative panel survey report “Investors’ Attitudes towards robo advisors – Evidence from the US and the UK", with insights from 600 affluent and wealthy investors in the US and the UK.

The report analyzes in depth the views and opinions of individual investors with regard to the robo advisor topic. Besides exploring investors’ attitudes towards specific features of online investment platforms, the survey tests brand awareness and the target market’s level of openness towards innovation in this field. In addition to the comprehensive analysis all results are detailed in extensive data appendices.

High-net-worth individuals use online investment tools more than other investors

More than 70% of overall respondents think that such tools can positively influence their wealth manager’s advice and decision-making process and that automated advice potentially speeds up onboarding processes such as registration and account opening, making these processes more efficient and convenient. This underlines how the young and the wealthy are especially showing a great openness, awareness and knowledge about robo advice.

Interestingly, the adoption of automated wealth advice is happening faster in the high-net-worth segment than mass affluent with current usage of online wealth management tools at 43% and 17%, respectively. The report also identifies the major concerns investors have in respect to robo advisors and how the respondents rate the quality of human advice compared to that of robo’s.

UK and US investors are both open to robo advice, but differ in their sensitivity to price

Overall, investors on both sides of the Atlantic show strong similarities in their awareness and openness towards automated / robo advice, which are detailed in the report. Despite the trends both countries have in common, some striking differences were also observed. Among them, this includes the finding that UK investors would pay more for robo (and human-only) advice and in the US, a much higher share of respondents state that they don’t think they will use robo advice tools in the future. The report identifies the price point investors would pay and also the various levels of brand awareness current leading robo advisors have with investors in the US and UK.

Wealth management industry's future will be in automated advisory services

The report provides clear, empirical evidence on why automated advice and robo services are a significant part of every wealth manager’s future. It shows how automation can enhance client satisfaction throughout the different stages of the advisory process and which channels investors like to use to contact their wealth managers. The report also identifies the most important value-added services investors would like to see in a robo advisor tool and to which target segments automated services appeal most.

This 258-page report (48 pages of analysis and commentary plus 210 data chart pages) provides banks, wealth managers, fund managers and robo advisors with the data and analysis they need to make the right decisions on how to best serve affluent and high-net-worth individuals via online investment platforms.

The report tells you all you need to know about the behaviors, attitudes and needs of the wealthy with respect to robo advice in the US and the UK. In addition to exploring investors’ attitudes towards specific features of online investment platforms, the survey tests brand awareness and the level of openness towards innovation in this field. The key findings for each country are presented in the report and assessed for their impact on wealth managers targeting affluent and wealthy US and UK investors.

The report is based on a quantitative panel survey with a total of 600 randomly selected mass affluent, affluent and high-net-worth participants in the UK and the US (300 from each country). All survey data are detailed in the comprehensive appendix to the report, with individual splits by country and further segmentation by criteria such as wealth (amount of investable assets) and age.

The report provides detailed analysis and data-driven insights into the client’s view of robo advice:

  • Levels of awareness regarding robo advisors in different wealth segments
  • Usage of robo advisors and online investment platforms by affluent/HNWIs and characteristics of those users
  • Share of assets that affluent/HNWIs are willing to manage with an online investment tool
  • Expectations of affluent/HNWIs on the length and depth of the registration process during on-boarding for an online investment platform
  • Brand awareness of the leading robo advisors in the US and the UK
  • The level of fees affluent/HNWIs would pay as a % of managed assets for automated online advisory tools
  • Main advantages and disadvantages affluent/HNWIs see in robo advice
  • Technical features that online investment platforms should offer
  • Investment tasks which affluent/HNWIs expect an online advisory platform should offer
  • How affluent/HNWIs interact with their advisor and how they feel about future client-advisor communication channels
  • Satisfaction of affluent/HNWIs in seven key services offered by their wealth manager
  • Four comprehensive data appendices (individual splits by country and further segmented by criteria such as Amount of investable assets and age)

 >>Click here for Report Summary, Table of Contents, Questionnaire (PDF)<<

Here's how you get this exclusive robo advisor research:MyPrivateBanking Report Spread

To provide you with this exclusive report, MyPrivateBanking has partnered with BI Intelligence, Business Insider's premium research service, to create The Complete Robo Advisor Research Collection.

If you’re involved in the financial services industry at any level, you simply must understand the paradigm shift caused by robo advisors.

Investors frustrated by mediocre investment performance, high wealth manager fees and deceptive sales techniques are signing up for automated investment accounts at a record pace.

And the robo advisor field is evolving right before our eyes. Firms are figuring out on the fly how to best attract, service and upsell their customers. What lessons are they learning? Who’s doing it best? What threats are traditional wealth managers facing? Where are the opportunities for exponential growth for firms with robo advisor products or models?

The Complete Robo Advisor Research Collection is the ONLY resource that answers all of these questions and more. Click here to learn more about everything that's included in this exclusive research bundle

Join the conversation about this story »

09 Sep 18:03

How and Why Sales Intelligence Will Help You Close More Deals

by jingcong@socedo.com (Jincong Zhao)

When identifying qualified leads, building relationships with potential buyers, guiding customers through the buyer's journey, and closing deals, every bit of information about your prospects helps. However, sales reps don't always have the time or resources to collect all of that information.

One way to make this process faster and easier is with the help of sales intelligence. In this blog post, we'll talk about what sales intelligence is and offer examples of some helpful tools you can turn to for support.

The main goal of sales intelligence is to help you better understand your prospects and customers.

Where does sales intelligence come from? Well, your sales intelligence data may surface after reviewing...

  • Why your current customers converted.
  • The intent of your prospects and customers throughout the buyer's journey.
  • The behaviors of your customers throughout the buyer's journey.
  • The specific needs and challenges your buyer personas and customers face.
  • The unique characteristics of your buyer personas and target audience.
  • The level of satisfaction and loyalty your customers feel toward your brand after a deal is finalized.

Since sales intelligence is meant to tell you about your prospects and customers, the data you obtain is going to be unique to your business. However, here are all-encompassing criteria to keep in mind when thinking about the various facets of your sales intelligence such as goals, strategy, data points, tools, and application. 

1. Use a variety of sources when collecting sales intelligence data.

Most sales organizations are familiar with intent and engagement data. For instance, a rep may look at a lead’s activity log to understand which web pages they visited on your website or review the actions they took while on your website/ after they opened your email.

Although these sales intelligence sources are helpful for any business looking to gain a better understanding of their prospects and customers, there's a lot of other useful information available.

For instance, there are many buying signals that offer valuable insight into who your prospects are, what they need, and more — check out the following examples:

where buying signals come from infographic for improving your sales intelligence

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2. Rely on sales intelligence tools to collect data in different ways.

Depending on the software or tool you choose to implement on your team (we'll review options shortly), there are different ways of gathering your data.

Here are a few examples of how sales intelligence tools can help you collect data in different ways:

  • Crawl websites and social networks to identify key events that may indicate buying interest from certain prospects.
  • Analyze the content consumption patterns of people on certain websites.
  • Use cookie data.
  • Determine when a prospect is showing heightened interest in a certain topic or product category with a sales intelligence tool's algorithms.

When you gather data in more than one way — and look to more than one source when gathering that data— your team will be able to surface more prospects who are likely to be receptive to your outreach.

3. Organize your sales intelligence data.

To drive meaningful actions, sales intelligence should be organized in your sales engagement and/or CRM platforms. There's value in having a single sales platform that can automate communication, manage contacts, prioritize activities, capture and distill data, surface insights, publish reports, and more.

This will also help inform your team's other strategies and decisions by offering more context and support around the status of your sales intelligence success.

4. Ensure you're gaining insights in real-time.

For sales intelligence to be useful, the information needs to timely. Meaning, you should be collecting data in real-time. Otherwise, you might just miss your opportunity to contact a prospect, reach out with relevant information, or update a strategy that needs improvement.

For instance, sales intelligence data that's collected via social media buying signals usually require timely actions from reps. So, by integrating intent-based insights from social networks (and pairing them with contact data in your CRM), reps can take action right away to increase chances of effectively reaching and converting prospects.

Next, let's review five options for tools that will help you with your sales intelligence strategy.

Sales Intelligence Tools

Here are five examples of powerful sales intelligence tools. 

1. Sales Hub

hubspot sales hub sales intelligence software

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HubSpot Sales Hub is a sales CRM with analytics, engagement, and configure-price-quote (CPQ) tools.

HubSpot's all-in-one nature makes it highly-valuable for users. That's because it eliminates friction, which is a natural result of growth. By supercharging your sales process with efficiency, precision, and expertise, Sales Hub combats this issue for you. 

Sales Hub will also support your sales process and intelligence strategy by:

  • Automating the sales process using the information obtained from your sales intelligence data so reps are able to more effectively connect with prospects.
  • Giving you total visibility into sales intelligence data with in-depth analytics and reporting.
  • Streamlining and personalizing outreach. 
  • Closing more deals faster with the support of CPQ.

2. 6Sense

6sense sales intelligence software

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6Sense is an account management and sales intelligence platform. The tool helps you identify your most valuable accounts by uncovering insights about your customers. With this sales intelligence data, reps will be able to reach out to interact with prospects and customers at the right time. Not only that, but they'll be able to do so with an effective message that makes them more likely to convert. 

With 6Sense sales intelligence data, your sales team will have the ability to understand where customers are in the buyer's journey, how they've interacted with your brand in the past (and how they like to engage with your brand), and which actions they should take in order to increase the likelihood of prospects converting. Additionally, you can view and access all of your sales intelligence data directly from your CRM. 

3. InsideView Sales

insideview sales tool for sales intelligence

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InsideView Sales is a sales and marketing intelligence platform. The tool makes the process of incorporating sales intelligence data in your sales process simple — it pulls real-time B2B data and intelligence so teams can include it in their daily workflows. Additionally, InsideView Sales offers users a task-based UX so reps and managers can optimize the sales process. 

4. LinkedIn Sales Navigator

linkedin sales navigator sales intelligence software

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LinkedIn Sales Navigator combines the powerful network for professionals with specific sales capabilities to make prospecting and engagement on the platform easy. It offers sales intelligence insight to improve your social selling strategy on the platform and increase your chances of connecting with highly-qualified leads.

This will allow you to target the right individuals and businesses, understand their specific needs and challenges, and then reach out with relevant and personalized content and information. You can also view all of your sales intelligence data and sales process information from your CRM with HubSpot's LinkedIn Sales Navigator integration

5. Vainu 

vainu sales intelligence software

Source

Vainu is a real-time sales and marketing platform meant to help businesses and teams identify ideal customers and prospects and then effectively engage them. The tool specializes in sales intelligence, prospecting, and account insights.

With Vainu, your team will get actionable sales intelligence and account insights so reps can determine who the most ideal prospects and accounts are. From this intelligence data, Vainu encourages timely and relevant engagements and interactions with prospects to increase chances of conversion. You can also connect Vainu to your HubSpot CRM for easy access to contact information, sales process details, data, and more. 

Sales intelligence is powerful — it gives insight into who your prospects are so you can more effectively reach and connect with them. So, determine how you'll gather you sales intelligence data and how you'll apply your findings to grow your base of customers and increase conversions. 

Editor's note: This post was originally published in August 2017 and has been updated for comprehensiveness.

09 Sep 18:03

17 Best LinkedIn Summary & Bio Examples [+ How to Write Your Own]

by afrost@hubspot.com (Aja Frost)

Writing a LinkedIn summary is one of those tasks that sounds easy until you try to do it. Should you recount your prior roles? List your accomplishments? Should it be written in first person or third?

Or, should you forge ahead using the cookie-cutter bio LinkedIn wrote for you? (The answer to that question is no, but not to worry — you’ll soon have a LinkedIn summary you’ll be proud to publish.)

In this blog post, we'll dig into what to include in your LinkedIn About section to make it stand out, as well as some examples to inspire you. Let’s get started.

→ Download Now: 10 LinkedIn Summary Templates

Table of Contents

What is a LinkedIn summary?

Why a Good LinkedIn Summary is Important

How to Write a LinkedIn Summary

What (Not) to Put in a LinkedIn Summary

LinkedIn Summary Examples

LinkedIn Summary Template

If you‘re a marketing or sales professional like myself, writing a LinkedIn summary is especially hard. You’re not targeting recruiters and hiring managers; you're appealing to potential clients and buyers. To catch their attention, you need to be a little more flashy with your expertise.

When I first crafted my summary almost a decade ago, I simply regurgitated key points in my background — I went to [X] college, then joined [X] company, and so on. Looking back, I was missing a clear narrative pulling it all together.

I also realized that potential clients aren’t just looking for someone with a shiny, perfect track record — they’re looking for a bigger story, a solution to their problem, and a relationship they can trust.

Whether you’re a job seeker starting your search on LinkedIn or a tenured professional, your summary should speak to your skills, experience, and professional interests — think of it as your digital elevator pitch.

Why a Good LinkedIn Summary is Important

Writing a LinkedIn summary may feel like an unnecessary step — especially if you keep your profile up to date. You might also see it as unnecessary if you don’t spend a lot of time on the platform or aren’t looking for a job.

But, from my experience, a good LinkedIn summary is crucial for career success. For salespeople, it can be a handy tool for social selling; for other professionals, it could be the gateway to a new career opportunity.

Let’s go over the reasons you should most definitely write a LinkedIn summary.

1. You get to introduce yourself in your own words.

While your prior roles may be notable, they’re not the only things people should know about you. A LinkedIn summary will allow you to make a personable first impression and highlight your accomplishments and expertise succinctly.

2. You get to show your personality.

I love LinkedIn summaries that aren't afraid to show some personality. They tend to be more “sticky,” staying in mind long after I close LinkedIn.

Consider adding a little flair and humor, or keep it super professional. Either way, your LinkedIn summary will give recruiters and other users a taste of what they can expect if they reach out to you. It can also help recruiters gauge culture fit and help prospects and potential clients get a sense of whether they’d like to work with you.

Need more help building a LinkedIn profile that showcases everything you have to offer? This tutorial can help.

3. You can rank higher in LinkedIn search results.

LinkedIn uses the about section in its algorithm, as well as your LinkedIn headline, current title, and other factors. By writing a keyword-rich LinkedIn summary, you can become more visible to potential prospects and recruiters in search results. If you include keywords such as “content,” “management,” and “analysis” in your bio, you may attract more views.

Ready to get started writing your LinkedIn summary?

1. Create a quick outline prior to writing your About section.

While you do get 2,000 characters of space for your LinkedIn summary, the last thing your audience needs is long, rambling paragraphs with no clear progression from sentence to sentence.

Sticking to a predetermined structure will help you communicate clearly and concisely.

Consider following a format similar to this:

  • Hook: A sentence that makes the reader want to keep reading. Remember: only the first 3 lines are visible when a user enters your profile. With a hook, you ensure they click ‘See more.’
  • Mission: Tell the reader why you do what you do.
  • Expertise and Skills: Tell the reader what you’re good at.
  • Accomplishments: Show the reader how your expertise delivered results in the past.
  • Call to Action: Tell the reader what you want them to do after they’re done reading your summary.

Also keep in mind that people tend to scan, not read. I recommend keeping your sentences concise, and consider breaking longer paragraphs into bullet points.

If you’re not sure how to get started, use our free professional bio templates, which you can use to write your LinkedIn bio.

Featured Resource: Free Professional Bio Templates

Use HubSpot's free professional bio templates to write a standout LinkedIn summary for your profile.

2. Hook readers with a strong opener.

When I think of a good hook, it‘s something that disrupts you, but there’s a difference between disruption and annoyance. You want something that's going to generate interest on a dime — not something too kitschy, weirdly offensive, or borderline eye-rolly.

A good example is from Ryan Gunn, Director of Demand Gen at Aptitude 8 (and my go-to resource for all things CRM solutions). If you aren't familiar with Gunn, his summary does a fantastic job of grabbing your attention:

I like how he hooks us by describing a common problem — leading readers to think, “Yeah, this guy gets it.” It also sets the stage for Gunn to introduce himself as a solution, conveying himself as a passionate problem-solver and master of the HubSpot platform.

Ultimately, the goal of the first sentence of your LinkedIn summary is to get your audience to continue reading, and Gunn does this well.

There are many ways to hook readers with your LinkedIn summary. For instance, you can open a loop that can only be closed with further explanation or make a claim so outlandish that it needs further justification.

Hook Example

“It took me more than X sales demos to learn the secret about Y, but since then, something unexpected has happened.”

3. Tell the reader why you do what you do.

In my experience, people connect with stories and values more than the straightforward “what you do.‘’ While the ”what“ is important, consider also including the ”why." That adds a more personal, compelling element to your summary — and your profile viewers are going to value that connection.

Understand what has attracted you to your profession and what your mission is in your role. These will make your LinkedIn profile more emotionally resonant.

Mission Example

“I grew up on the Mississippi River and watched it get clearer over time as manufacturing standards improved. Since then, I knew I wanted to spread the word about sustainability in business environments.”

4. Speak to your industry expertise.

As valuable as a valid rationale behind why you do what you do, profile viewers won‘t put too much stock in it if you don’t seem like you know what you‘re talking about. That’s why I like to see a little flexing here — a reference to your expertise that gives you some instant but real clout. Describe your background and qualifications in two to three sentences.

For example, are you a salesperson using LinkedIn to connect with prospects? Your summary should speak to your expertise in your industry and your interest in helping people achieve results.

Or let‘s say you’re a customer success manager using LinkedIn to connect with customers — if that's the case, your summary should speak to your expertise in your industry and your availability for consulting.

Industry Expertise Example

“I have 7+ years of sales experience — with experience in both sales development and account management.”

5. Call out your specialties and skills.

Okay, so you‘ve hooked a profile viewer. They have a sense of why you’re passionate about what you do, and the reference to your experience you just made has them thinking, “Gee whiz! This person might just be the real deal!”

Now what? Well, it's probably time for you to actually get into the weeds of what you do — to a reasonable degree of “in-the-weeds-ness.” Give them 1-2 sentences about the specifics of your role.

For instance, if you’re a digital marketer who focuses primarily on social media management, go ahead and say that. Don't leave it ambiguous and leave them guessing what “digital marketing” means in the context of your role.

Or if you recently graduated from college, did you study something specifically within your field?

Calling out your specialties is especially critical in sales. “Working in sales” can mean a lot of things — the field encompasses a wide range of roles with a wider range of affiliated responsibilities and an even wider range of buyer personas and verticals.

Whether your goal is to appeal to employers or prospects, be sure to call out the things you do well to attract the opportunities best aligned with your goals.

Specialties and Skills Example

“I’m a mid-market sales executive with experience in direct sales and SAAS product demonstrations.”

6. Provide data to back up your results and prove your expertise.

Now, you're cooking — you have all kinds of valuable context about who you are and what you do, but why should this profile viewer believe a word you say? Give them an answer with some hard data.

Men lie. Women lie. Animals would probably lie if they could. Numbers don't.

Prove that you‘ve delivered with some real figures. You don’t need to give prospective employers a laundry list of your accomplishments — that's what resumes are for — but weaving in a few of your most impressive data points in your summary can go a long way.

Proof Example

“Over the past five years, I‘ve made it into the President’s Club three times and my closed-won business has seen less than 10% churn during the first 12 months.”

7. Mention if your team is currently hiring and invite people to apply.

This is optional, but it will serve you in several ways. First, it will show that you’re a team player, and second, it will show that you’re committed to both your professional growth and your current company’s growth.

It’s a must-have if you’re looking to recruit, as this can serve as an excellent recruiting tool. For example, are you a team manager using LinkedIn to recruit for job openings? Your summary should speak to the fact that you have openings, the type of work you do, and why a candidate would want to work at your company.

Team is Hiring Example

“We‘re currently hiring account managers for our Pacific Northwest territory. The ideal candidate has 5+ years of sales experience and a demonstrated familiarity with the region. We’re a fast-growing team with no cap on commission. Click here to learn more and apply.”

8. Highlight your professional interests.

Giving a little bit of a personal edge to your summary tends to be a good call — but the operative term in that sentence is “a little bit.” You can highlight some bits and pieces about what you help others do or what your goals are, but don't get too caught up here.

Your professional interests are slightly different from your skills — the former isn‘t necessarily as quantifiable or fact-driven as the latter. You don’t have to prove that you‘re interested in something the same way you’d have to prove that you‘re good at something. There’s no need for hard data on this front.

Still, you should show that you’re committed to pursuing your interests, and be sure to sound passionate about them.

Professional Interests Example

“I'm a sales coach that’s interested in assisting small teams (five-10 people) optimize their time and workflows so businesses can grow without adding more headcount and reps can advance their careers.”

9. Include a call-to-action with your contact information.

Last but certainly not least, include a call-to-action and potentially share your contact information. Are you a freelance or contract worker hoping to find more work on LinkedIn? Your summary should end with how to get in contact with you. If you want to seal the deal, include a list of your most impressive clients.

CTA Example

“Reach me at email@address.com or book time on my calendar here: [Calendar link]. Previous clients include [Your most impressive client], [Your second most impressive client], and [Your third most impressive client].”

If you’re not looking for more work, you can also simply end with, “Feel free to message me — I’d love to chat.”

10. Tip: Break up large blocks of text.

If you find your summary is on the longer side (which isn’t always a problem as long as it’s compelling), try breaking up large blocks of text to make it easier to read. When initially viewing a profile, many people are scanning for high-level context. If you are posting long paragraphs, some of your notable highlights can get lost.

Try keeping your text blocks to two or three sentences max, making your summary easier to read and digest.

11. Tip: Try to keep it concise.

I just mentioned that your summary can be on the longer side if it's compelling, but that can be a tall ask. Making a rundown of your professional life worthwhile

LinkedIn summary should be exactly that — a summary. It‘s an opportunity for you to provide valuable context about your professional life, but there’s such a thing as too much context in this … context (I swear I didn't do that on purpose).

Don‘t get carried away exploring every angle I referenced in the previous points — lock in on a theme for your summary and keep things concise and straightforward. You’re trying to hook your profile viewers. A long-winded, borderline novel under your profile picture is an easy way to make them lose interest.

12. Tip: Don't get too jargon-y.

Getting overly technical and too deep in your field‘s verbal weeds often turns profile viewers off. Your LinkedIn summary is a resource for generating immediate interest from the people on your page. Hook them with something engaging — they’ll see the extent of your technical knowledge when they dig deeper into your resume and qualifications,

13. Tip: Be conversational.

In a similar vein as the previous point, you want to keep your summary approachable — so write the way you talk. Don't get too caught up trying to pack your description with SAT words and rigid sentence structure. A LinkedIn summary is a conversation starter, so be conversational when putting yours together.

A LinkedIn Summary That Incorporates All of the Elements

Now that you know all of the key elements to incorporate, let's look at a summary that covers all of them:

I‘m going to level with you — right now, I’m updating an article about LinkedIn summaries, and as a part of that, I‘m expected to provide a screenshot of the summary on my profile. The thing is, I’ve never actually had one up to this point, and I‘m bumping up on deadline for the post. I guess we’ll see how this goes.

Now that I‘ve hooked you with my zany, self-aware humor and disarming vulnerability, it’s time to lock in.

I've been a content writer and an editor, specializing in the sales space for about five years now — a career trajectory born out of two facts.

First, I'm kind of good at writing. Second, I have a real affinity for and an oddly solid “in-tuneness” with the sales community.

I love what I do — it's pretty neat to have the opportunity to pursue your passion (writing) for an audience you weirdly resonate with (sales professionals).

I‘ve been focused on content writing and sales since college and been the Editor of The HubSpot Sales Blog — an esteemed publication that takes a funky, badass, truth-to-power approach to educational content about sales-related and sales-adjacent topics — since 2021. I’m bylined on over 250 articles for the blog and have updated more pieces than I can count.

I‘m also going to throw in a quick flex and say that I’ve overseen most of the property‘s most productive months — with monthly traffic hitting over 4 million views at points. I’ve also done other stuff, but that's detailed below.

I'm interested primarily in piloting and up-leveling content strategies, hard writing, writing coaching, copy editing, and just being the best gosh darn colleague I can be.

If you‘ve I’ve kept you on-page long enough to get to this CTA part, here are a few things I want you to know: First, I appreciate you. Second, my team isn‘t hiring, but I will promptly update this summary when we are. Third, let’s connect! Yeah!

Here‘s a beat-by-beat breakdown of the summary’s elements:

Think of your LinkedIn summary as your digital elevator pitch: In just a few sentences, it should give the reader a clear idea of who you are, what sets you apart, and what you're looking for from the viewer.

Here’s an example:

“I‘m a sales rep dedicated to helping local Oklahoma City services businesses grow their customer base and decrease customer churn. I have 6 years of experience in local sales and I’ve consistently met and exceeded my quota throughout my career. Within the last year, I've topped our leaderboard six out of 10 months. On average, I close business 10% faster than my peers.”

Now, let's discuss what to avoid when crafting your LinkedIn summary.

What (Not) to Put in a LinkedIn Summary

Your Resume

Avoid copying and pasting points from your resume to your LinkedIn summary. Not only is it redundant because your work history should be up-to-date on your profile, but recruiters and potential connections are looking for a brief introduction to who you are, not a regurgitation of your resume.

Cheesy or Cliché Terminology

Your profile should be free of terms such as “guru” or “master.” These terms are highly subjective, and don’t speak to your actual skills or abilities. Instead of trying to be a self-proclaimed “guru,” share a tangible piece of work you’ve done that demonstrates your expertise, or describe a specific initiative where your work drove business results.

Spelling or Grammatical Errors

We’re all human, and spelling mistakes happen. Before publishing your profile, make sure you review it a few times to catch any misspellings or grammatical errors. Having typos on your profile can challenge your credibility, and can be a distraction from your positive attributes.

Your Full Life Story

LinkedIn summaries are not the place to publish your autobiography (though I’m sure your autobiography is lovely). If users are scanning your profile looking for relevant information pertaining to a role or opportunity, you want those points to be front and center.

When you update your LinkedIn summary, aim to include information that’s relevant to the jobs and opportunities you’re open to, and keep things clear and concise.

LinkedIn Summary Templates

Below are several templates you can use to customize with your own details for a succinct and effective LinkedIn summary. Make sure to add personal details to make it memorable for readers.

Feel free to download the entire kit of LinkedIn bio templates first, then follow along as I review a selection of my favorites.

Free Download: LinkedIn Summary Sample Templates

1. Friendly LinkedIn Summary Template

👋Hi there! I‘m [Name] — and I’m obsessed with all things [area of expertise].

Since December 2020, I‘ve been a [role] at [Company], where I’ve focused my time on [primary responsibility]. While at [Company], my biggest accomplishment has been [accomplishment], which has [outcome].

Download and customize the full version of this LinkedIn bio for free.

I should clarify, right off the bat, that the emoji here is optional. This one is all about being friendly and approachable, but in some industries, the difference between “friendly and approachable” and unprofessional is pretty thin. If that‘s the case, maybe the tiny hand waving at your profile viewers isn’t the move.

With that in mind, let‘s get into the nitty-.gritty of why this one works. With or without the emoji, this template generates immediate interest by addressing the reader directly. From there, it uses soft but compelling language to highlight some of the key elements you want to see addressed in a LinkedIn summary — roles, responsibilities, professional interests, accomplishments, and KPIs you’ve delivered on.

If you decide to go with this one, I recommend focusing on your most salient accomplishment — or the one that best encapsulates what you'd like to do in a future role.

With its friendly greeting (feel free to drop the emoji if it doesn’t fit your personality or industry), this LinkedIn bio template right away captures the reader’s attention, showcases your enthusiasm and expertise, and establishes a personal connection. That way, you attract connections who could help you live up to your career aspirations.

2. Recent Graduate LinkedIn Summary Template

My name is [Name], and I'm currently seeking [ideal role].

I graduated from [School] with a major in [major]. While at [School], I established and grew my passion for [area(s) of interest]. Some of the courses that fascinated me the most were [first course], where I first learned to [skill] and [second course] where I [project or accomplishment].

Download and customize the full version of this LinkedIn bio for free.

Given their lack of work experience and need for visibility, recent graduates should always have a solid LinkedIn bio. This template is a great example for recent graduates to follow. If you fit that bill, this one touches on some central aspects job seekers need to cover.

First, it lets readers know exactly what kind of role you're most interested in — along with your area of expertise to demonstrate you have knowledge relevant to that field. It also gives you an opportunity to show a little personality and shed some light on who you are.

By stating your areas of interest and giving some context about why you‘re interested in them, you’re essentially demonstrating that there's a solid basis for why you want to work in a field — and referencing specific courses allows you to show that you have the kind of background needed to learn and apply the right skills.

This template allows you to easily position yourself as a well-rounded candidate who brings a unique blend of skills to the table. Customizing the bio with additional details about your specific interests, projects, or internships will make it even more impactful and tailored to your desired role.

3. Sales LinkedIn Summary Template

Customers need to know how [purpose you serve] — that's where I come in.

As a [role] at [company or team], it's my job to help people [purpose]. I've been doing it for [number of years in role] years and have loved every minute of it.

[Professional interest] is truly a passion for me. When I was young, I loved [related passion]. Naturally, this developed into a career in [career trajectory], which has led me to where I am today.

Download and customize the full version of this LinkedIn bio for free.

Though the example above covers a role in content marketing, I can really see this template working for sales professionals. Why? Because it effectively positions you as a valuable resource who’s committed to customers’ success and emphasizes your dedication to helping people do something.

For a salesperson that could be any number of things: Drive leads, improve a process, or streamline operations using the product they sell. The full version of this bio template includes space for a call-to-action, prompting readers to shoot you a message.

You can also customize it with additional details about your specific sales experience and achievements, showcasing your ability to drive results for clients and positioning you as a knowledgeable and customer-focused sales rep.

4. Job-Seeker LinkedIn Summary Template

I'm on the hunt for my new role in [area of interest].

For more than [number of years in workforce] years, I've been learning the ins and outs of [area of expertise] — what it is, how to be better at it than the rest, and how to help others with it.

It's for these reasons that I spent [number of years in previous role] years with [company] as its [previous role]. While there, I focused my efforts on [responsibilities] — which ultimately resulted in [results].

Download and customize the full version of this LinkedIn bio for free.

If you’re a job-seeker, it’s essential to optimize your LinkedIn bio with keywords. That way, recruiters and companies can find you via LinkedIn search.

This bio template is perfect for that. It effectively conveys the experience and expertise you’ve built during your career, but also gives you space for keyword optimization (I used “SEO content marketing,” “content SEO,” and “SEO content writer”).

It mentions right away that you’re actively searching for your next role — a piece of information you shouldn’t feel shy to share. The most important part? The template gives you space to describe the results you’ve achieved for previous employers. That creates a clear professional identity, showcases your abilities, and increases your chances of securing relevant job opportunities.

5. Catchy LinkedIn Summary Template

I'm an [big picture description of your role]. I'm a [another big picture description of your role]. But most importantly, I'm [your role].

For more than three years, I've helped HUbSpot capture thousands of leads and sign-ups via educational evergreen content. Now, I work on [current primary responsibility] with [description of team] to improve [primary goal/KPI]

Download and customize the full version of this LinkedIn bio for free.

This LinkedIn bio template right away highlights the individual's roles as an educator, blogger, and SEO, but you can also be humorous with that first line. For instance, you might write:

I’m a self-proclaimed foodie. I’m a so-so weight-lifter. But most importantly, I’m a marketer at HubSpot, where I drive hundreds of monthly leads and sign-ups via content optimization.

If you want to showcase your expertise in a catchy way, this template is the way to go. Despite being so short, the bio effectively positions you as an authoritative figure in the industry. It also provides a space to include a link to your personal website or another social media profile, allowing interested readers to learn more about you and your work.

6. Simple LinkedIn Summary Template

I joined [your company] in [year] as a [first role].

Prior to [company], I was [previous role] at [company] and the [other previous role] at [company]. During my tenure at [first company], I helped [accomplishment] and [another accomplishment].

Download and customize the full version of this LinkedIn bio for free.

I love this LinkedIn bio template because it’s simple and to the point, yet it showcases my (and your, if you end up using it) career trajectory and notable accomplishments. You can easily establish your credibility and expertise across different organizations with that second paragraph.

Plus, the bio's focus on specific outcomes — I put information about gaining backlinks, driving organic visits, and achieving high search engine rankings — allows you to underscore your ability to drive tangible results for a business.

I recommend using this template to showcase your track record of success. By sharing specific achievements and mentioning the companies you’ve worked with, you can right away create a sense of trust and expertise, which is essential for a LinkedIn summary.

LinkedIn Summary Examples

If you need some inspiration, good news. These LinkedIn summary examples will help you find the right words.

1. Adam Buchbinder, VP of Sales and Marketing at Boclips, effectively demonstrates his passions and top competencies in the field.

Our Favorite Lines

  • I have been responsible for over 90% of the company's sales, creating processes and strategies for building repeatable sales across new business, expansion, and renewals. Why we love it: With this line, Adam covers some key bases. First, he gives some hard (but accessible) data to give him some instant clout. Second, he establishes the key activities he delivered on to see those results.
  • I am driven by the mission to support teachers and advance opportunities for all students, especially those who face learning challenges or other barriers.
    Why we love it: Here, Adam speaks to the “why” behind his career ambitions — proving himself to be a thoughtful, well-rounded professional who's in his lane for the right reasons.

Why This Summary Works

Adam speaks to virtually every aspect of his role and why he‘s effective in it. He addresses his professional history, his accomplishments, some hard figures that illustrate how he’s fulfilled his responsibilities, his mission, what his business does, and the breadth of his skill set.

Try It Yourself

Again, this bio covers a lot of bases — and if you want to do it yourself, you need to speak to those key elements without presenting them as a laundry list.

2. Darrell Evans, Owner and CEO of Yokel Local Internet Marketing, speaks to his prospect's pain and showcases his strong copywriting skills.

Our Favorite Lines

  • “If you're tired of wasting money on digital marketing only to end up frustrated with little to no results, perhaps I and my team can help.”
    Why we love it: This is a strong opener that’s bound to get qualified leads’ attention.
  • “My team and I help growth-driven service providers, entrepreneurs, and experts add their next $1M-$10M/yr in revenue predictably and profitably.”
    Why we love it: Not only does this line directly identify who prospects are, but it also speaks to who they want to become (“successful,” “add their next $1-$10M/yr in revenue”).

Why This Summary Works

This summary effectively hooks readers, walks them through whom the LinkedIn profile owner is, and shows them how they can benefit from reaching out to the bio owner. The writer effectively shows the ROI of working with his firm while showcasing his copywriting skills.

 

Try It Yourself

Write an introductory paragraph appealing to your customer's pains and emotions without mentioning yourself. You can offer a piece of advice or ask a question.

3. Dan Sally, HubSpot Growth Specialist, uses humor to show his fun personality.

Our Favorite Lines

  • “Spent 8 years pursuing a career in stand-up comedy, appearing on Comedy Central and in the Boston Comedy Festival, before realizing my children liked seeing their father and not starving.” Why we love it: Maybe he should have stayed in standup, because this is a hilarious opening line. It’s guaranteed to get a chuckle from the reader and keep them engaged.
  • “10+ years experience in SaaS Sales with an average of over 125% of goal in my 10+ years at HubSpot.” Why we love it: With this line, the writer effectively demonstrates that he can use humor when needed but also get to business.

Why This Summary Works

This short but hilarious summary showcases the writer’s personality and top accomplishments without winding on for a long while. It exemplifies what a LinkedIn bio should achieve and how to do it using the minimum amount of words.

Try It Yourself

Begin your summary with an unexpected, interesting fact about yourself. In your next paragraph, tie it into your sales career.

For example, you might write, “I was the third runner-up of the National Spelling Bee in 1997. (You better believe the spelling of ‘euonym' is now etched into my memory.) These days, I use my innate desire to learn to help customers.”

4. Joyce Guan West, Career Coach at Coaching With Empathy, indicates to prospects that they’re in the right place.

Our Favorite Lines

  • “I love change management, turnarounds, and strategically fixing problems and fueling growth.” Why we love it: This line effectively highlights the writer’s problem-solving mindset, which makes her a desirable candidate to work with.
  • “I can play a CRO role or a VP of Sales role. I have extensive experience with creating aggressive finance strategy, managing cashflow, and optimizing pricing, costs and revenues.” Why we love it: While these are technically two lines, they work well together to demonstrate the range of skills she offers her potential employers.

Why This Summary Works

This summary takes us through the various roles the consultant has taken on, all the way to her career coaching role now. Most notably, she ends with a prompt to book time on her calendar and includes a link right then and there.

Try It Yourself

Identify your buyer persona and then include a description of them in your summary. Don’t be afraid of expressing the types of roles you could play at a company, and be clear aboutwhat you want readers to do once they reach the end of the bio.

5. Fernando Silva, Senior Account Executive at Imagen from Reuters, uses his hobbies to look more personable and approachable.

Our Favorite Lines

  • “A city dweller who loves to travel and find new adventures along the way.”
    Why we love it: In this line, the writer summarizes who they are outside of work, reeling in the reader.
  • “I have found that nothing satisfies me more than meeting new people, developing new relationships, solving problems, and contributing to the growth of businesses.” Why we love it: It shows the LinkedIn user’s passions at work while hinting at how he can help a potential employer or client.

Why This Summary Works

This LinkedIn summary keeps it short while incorporating the key parts of a bio: the writer’s personality, professional experience, and most desirable attributes.

Try It Yourself

List a few of the things you like to do in your free time (steering clear of anything controversial, of course). Then explain why you chose your current role and how your customers derive value.

6. Chaniqua Ivey Client Success Coach at Stimulyst, demonstrates vulnerability and communicates her passion for her mission.

Our Favorite Lines

  • “Fewer than 50% of teen moms graduate high school. I did."
    Why we love it: What a fantastic hook — one that’s bound to make you sit straighter in your seat and want to keep reading about both her life and professional experience.
  • “My path has not been linear. My passion has never cared about the odds. My perseverance said don‘t you ever give up. Don’t shrink. Don't settle. Just soar."
    Why we love it: We get to see her personal mission in a succinct and effective way, made all the more impactful by her opening line.

Why This Summary Works

Ivey opens her summary speaking to the bigger picture and pares things down to speak to her specific experience. It simultaneously touches on her life story, her determination, and her professional qualifications.

Try It Yourself

Speak to a bigger mission but also touch on how you've contributed to it through your personal struggles and professional life.

7. Jonah Silberg, Senior Account Manager at Vimeo, keeps it short and engages prospects.

Our Favorite Lines

  • “Helping businesses make their marketing & sales more human with video.” Why we love it: This line gets to the point quickly, showing the author’s mission, professional expertise, and experience.
  • “Always grilling.” Why we love it: We love hobbies in LinkedIn bios — this is one excellent example that’s witty and flavorful.

Why This Summary Works

It’s brief, personable, and professional — all while showing the LinkedIn user’s personality. Plus, the mention of his parents is a unique touch, showing his background without much elaboration or fanfare.

Try It Yourself

In the simplest words possible, state how your company makes its customers‘ lives easier, better, more enjoyable, etc. Then reveal something about your background (“I was born in Spain and raised in Texas,” “I’ve lived in Chicago my entire life,“ ”My hometown boasts the largest Beanie Babies museum in the world“) and end with ”Always,“ ”Constantly,“ or ”Frequently“ followed by your favorite thing to do (”Always reading,“ ”Constantly cracking dad jokes,“ ”Frequently juggling.”).

8. Raphael Parker, Owner of Milton Studios, intrigues readers with his work history.

Our Favorite Lines

  • “Ex-corporate lawyer, ex-non-profit founder, ex-round-the-world cyclist, ex-SaaS sales leader, ex-Nigerian federal gov’t employee.” Why we love it: This opener shows how interesting the author’s career has been up until this point, making you wonder what he might be doing now (a question he answers in the last line).

Why This Summary Works

This LinkedIn bio flips expectations and delights with its one-line run-through of the author’s work history. The variety of the roles demonstrates that he can thrive at any employer if he were to ever come out of retirement. We love that he ends with his current status.

Try It Yourself

List your former jobs. If you've always been in sales, get creative. Did you ever have a lemonade stand as a child? Were you a camp counselor as a teenager? What was your college gig?

For example, you might write, “Ex-lemonade stand CEO, CMO, and COO; ex-juggler; ex-college tour guide. Currently helping prospective homeowners in Arizona find their next dream place to live. (And still juggling when asked nicely.)”

9. Micah Day, VP of Software Sales at Jitjatjo, gives a 360-degree view of her, her role, and her company.

Our Favorite Lines

  • “With over 14 years of experience in Sales, I have consistently demonstrated a knack for driving growth and fostering lasting client relationships.”
    Why we love it: This line conveys some impressive context without getting too into the weeds. It establishes Micah as credible and immediately keeps things rolling.

Why This Summary Works

Micah‘s summary covers pretty much every base you want to see covered in a LinkedIn summary. She starts by offering perspective on how long she’s been in sales and goes on to explore why she‘s been successful, why she enjoys the field, what her company does, and why it’s thriving.

Try It Yourself

If you want to write this kind of summary, be prepared to offer a holistic picture of your business and how you play into its mission. Discuss the nature of what your company does and how successful it‘s been — from there, touch a bit on how you’ve contributed to that success.

10. Allison Zia, Manager of Strategic Planning at Herbalife Nutrition, creates immediate credibility and lists her specialties.

Our Favorite Lines

  • “Whether it’s finding a perfect song for a film or finding a rare product for a rocket, I’ve been able to quickly uncover a customer’s pain point and identify a strategic solution.” Why we love it: This line shows her diversity of skills, high level of professionalism, and key strengths.
  • “I have since leveraged my learnings and holistic experience in my current role Strategic Planning role at Herbalife, where I align short-term business objectives with long-term vision, prioritize strategic projects, establish guardrails, prioritize strategic projects, establish guardrails, advise internal teams on execution, and track results.”
    Why we love it: Allison does an excellent job reconciling thoroughness with flow when describing her responsibilities here. She seamlessly covers her key, most impressive professional activities — offering readers plenty of perspective without being too inaccessible or clunky with her writing.

Why This Summary Works

Zia manages to detail her skill set and how she applies it with frank language and engaging syntax. She conveys a lot of insight and perspective into her professional life while keeping everything streamlined and readable.

Try It Yourself

Use a short, impactful one-liner to highlight why you‘re successful or what you’re best at. Give two to four examples of how this skill or desire has manifested itself throughout your life. Discuss your areas of expertise, then wrap it up with your favorite topics of discussion.

11. Abbey Louie, Leadership Trainer at Abbey Louie, LLC, highlights her passions and shares how they fuel her work.

This Boise-based consultant and business owner displays her sources of expertise. She concisely shares what inspired her work, and gives potential clients a preview of the benefits they can expect from working with her.

Our Favorite Lines

  • “I believe that the strongest organizations are those in which employees feel connected — to each other and their work.”
    Why we love it: We get to see the core belief that drives the author’s current work in a succinct and clear way.
  • “Along with my consulting work, I’m the founder of The Management Essentials, a comprehensive leadership development program for new managers.”
    Why we love it: While readers could potentially look at her work history to see her founder role, we love seeing it in her own words.

Why This Summary Works

The summary is connected to the author’s mission from top to bottom — you never feel like her points are disjointed or disconnected. She then leads into her current work as a founder and instructor and ends with a list of specialties for readers to scan.

Try It Yourself

Do you have an origin story related to your career path? Share a brief description of what has inspired your work, and what makes you want to do the work you do.

12. Cynthia Pong, Founder and CEO of Embrace Change, speaks directly to who she wants to serve.

For consultants, business owners, and sales reps, speaking directly to who you want to serve in your LinkedIn summary is a smart approach to take. This career strategist and author does this masterfully in the first few sentences of her LinkedIn summary. By immediately calling in who she aims to serve, she can hook the right readers, increasing her chances of connecting with the right people.

Our Favorite Lines

  • “I am on a mission to get all women of color–and people of color– the money, power, and respect we deserve in the workplace.”
    Why we love it: The natural response to a line such as this is ‘Sign me up,’ encouraging visitors to continue reading and reach out to the author.
  • “I regularly partner with organizations to support BIPOC employees and leaders to success – through coaching, consulting, and workshops.”
    Why we love it: This line effectively summarizes what the author can do for organizations that work with her.

Why This Summary Works

The author opens with an effective and visionary hook, then describes her mission and how she works to fulfill that mission every day. She then describes what organizations and clients stand to gain from working with her.

Try It Yourself

In the first few sentences of your summary, try writing a hook that would appeal to your ideal customer or client and keep their attention.

13. Kimberly Hill, Business Development Manager at TikTok, highlights her wins.

Have you received any notable awards, or had exciting features highlighting your work? Include them in your summary to build credibility. This Senior Business Development Manager shares relevant awards and accolades in her LinkedIn summary to provide valuable context around her skills and abilities.

Our Favorite Lines

  • “In 2018, I was selected by Jeff Bezos and his leadership team to be a recipient of Amazon’s Just Do It Award.”
    Why we love it: We love how this user explicitly shares her major accolades, and how she opens with the most impressive one.
  • “It is important for me to serve my community through non-profit work, community organizing, mentoring, and planning events.”
    Why we love it: Not only does this line showcase the author’s key strengths, but it also shows the roles an organization could hire her for.

Why This Summary Works

Your LinkedIn bio isn’t the space to be shy — and this summary exemplifies that down to the last sentence. It showcases the author’s key accomplishments without sounding arrogant and mentions her non-profit work at length.

Try It Yourself

Highlight accolades and wins specifically related to roles you would like to be considered for.

14. Basha Coleman, HubSpot Principal Marketing Manager, demonstrates her friendly personality while showcasing her strong content writing skills.

You don’t have to be rigid and cold in your LinkedIn summary, and this bio is proof. It’s professional, succinct, and well-written — not to mention friendly, which is a breath of fresh air on a platform like LinkedIn. She effectively shares her expertise and invites users to engage with an attention-grabbing call-to-action.

Our Favorite Lines

  • “How many content writing, video producing, graphic designing, SEO white hats who can’t whistle do you know? No guesses?”
    Why we love it: This is a fantastic opener that lists the author’s key areas of expertise while showcasing her sense of humor.
  • “Tell me your least favorite through a private message.”
    Why we love it: One of the most creative calls-to-action we’ve seen, this line effectively asks users to engage with an icebreaker built in.

Why This Summary Works

This LinkedIn bio effectively subverts expectations, engages readers, and describes the author’s specialties in content creation. The bio remains professional while still communicating a high level of openness and friendliness.

Try It Yourself

Strike a different sort of tone in your LinkedIn bio that shows the fun side of your personality, while still communicating your value proposition and what you can offer potential employers and clients.

15. Chelsea Mooreland, CEO of Lifecycle Direct Primary Care, describes her educational background and key specialties.

For more formal fields such as healthcare, using third-person may be warranted, and this family physician takes advantage of that opportunity. She first describes her education, which is critical in medical fields, and then ends with her key mission. Still, she shows her personality by sharing her passion for her alma mater and her nickname (“The Community Doctor”).

Our Favorite Lines

  • “Dr. Mooreland received her Doctorate from The Ohio State University (Go Bucks!) where she was inducted into the Gold Humanist Honor Society and selected as a National Health Service Corp Scholar.”
    Why we love it: In this line, the author effectively shares her educational background, her personality, and her key accolades.
  • “Dubbed the ‘The Community Doctor,’ Dr. Mooreland founded Life Cycle DPC to be fully committed to serving well, free from meaningless boundaries and unrelenting paperwork, to engage and be fully present in the community with you and your family.” Why we love it: This line shows Dr. Mooreland’s pivotal role in her community and addresses the reader directly.

Why This Summary Works

This formal LinkedIn bio front-loads the author’s educational background, which is key in industries such as healthcare, and adds a personal touch by emphasizing the importance of her work in the community.

Try It Yourself

Play with the structure of your LinkedIn bio, depending on your industry. If you’re an entrepreneur, you might start with your most recent startup; if you’re a lawyer, you might begin with your most important practice areas and your case record.

16. Desiree Thompson, Talent Development Onboarding Specialist at Acxiom, harnesses the power of storytelling.

As you write your LinkedIn summary, consider how your past experiences have led you to your current position. For instance, maybe your summer job as a teenager sparked a passion for sales, or your degree in Film informs how you shoot social media marketing videos.

Our Favorite Lines

  • “One of my first memories is going to a parent-teacher conference in kindergarten and having my teacher tell my parents, “Desiree is definitely my most talkative, no matter where I move her in class she communicates with everyone!”
    Why we love it: We're not sure where the story is going at this point, but the hook is intriguing enough to continue reading.
  • “I have developed a passion for not only being a voice of those that cannot communicate themselves, but also teaching people to communicate effectively.”
    Why we love it: She weaves a common theme throughout her bio: effective communication. This ties the entire bio together.

Why This Summary Works

This bio is far from cold or stuffy. The writer adds warmth by presenting personal tales that explain her journey to present day. Further, the same theme echoes throughout the entire story (the importance of communication).

Try It Yourself

Weave a common thread through your academic and professional experiences (if one exists). Leverage the power of storytelling to bring your bio to life and add a touch of warmth.

17. Katie Clancy, Sales Vice President at William Raveis, intrigues readers with her local know-how.

Katie does a great job underscoring her knowledge of Cape Cod with a compelling story about her community. She positions herself as the “go-to” person for recommendations in the area, from oysters to suits. It‘s her passion and enthusiasm that lets real estate buyers and sellers know she’s deeply connected to the local area.

Our Favorite Lines

  • “When I want the freshest oysters, I don't go to the fish counter at the grocery store; I go to John, the East Dennis oyster guy.”
    Why we love it: From the first sentence, the author is flexing her local knowledge, which is important in real estate. We also love this intriguing hook.
  • “A Cope Codder since I was a kid, I can find you the right house, bank, builder, school, auto mechanic, and yes, even the right oyster guy.”
    Why we love it: Sometimes it's uncomfortable to tout our expertise. This author uses storytelling to boast her authority without it being the main focus.

Why This Summary Works

Let‘s face it: it’s hard to write about yourself and your accomplishments. The author hits the right note by folding her local expertise and know-how into a delightful story about her community in Cape Cod.

Try It Yourself

If you‘re in real estate, it’s important to flex your knowledge about the area. After all, real estate is a local game. Make sure to identify yourself as an expert and enthusiastic fan of where you live and work.

Stand Out with an Exceptional LinkedIn Summary

With these LinkedIn summaries to draw on, you should have plenty of ideas and inspiration for your own description. Make it personal, unique, and engaging — and prospects and potential employers will feel like they know you already.

Editor's note: This post was originally published in August 2017 and has been updated for comprehensiveness.

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09 Sep 18:03

Tips for Email Success in the Engagement Economy

by kniemisto

There’s no doubt that email is critical for B2B marketing—in fact, it’s often rated the top channel in industry surveys.

But when it comes to the Engagement Economy, the B2B email playbook is woefully behind. Email is primarily a 1-way channel for outbound marketing, rather than a 2-way channel for engagement marketing. Most companies don’t encourage engagement in an email, and many companies downright prevent engagement (e.g., sending the email from a “no reply”)!

For comparison, consider the way you ask for 2-way interactions on other channels:

  • When you blog, you ask for comments.
  • When you post on social media, you ask for replies.
  • When you run a webinar, you encourage real-time questions.
  • When visitors come to your website, you ask them to talk via live chat.

In all these channels, you open the door to engagement by asking buyers to engage. So why do very few B2B email programs encourage customers to respond, give feedback, and start a conversation? The answer: “Because that’s the way we’ve always done it.”

So how do you start to transition from a 1-way email sending program to a 2-way email engagement program?

Luckily that change doesn’t require a complete overhaul. You already have an excellent database, tons of intelligence on your leads and customers, and you already know how to tailor and target messages for your audience. Now you just need to go from being a great sender of email to also being a great receiver of email.

In this blog, I’ll give you three email marketing tactics to help you make your email marketing successful into the Engagement Economy.

1.) Ask for Replies

When you write a personal email to engage a colleague or friend, you ask them to respond. Sales people do this as well in their 1-to-1 outreach. So why should a marketing email be any different? Can you formulate your CTA in a question and directly elicit a reply? If a customer or prospect wants to engage with you, isn’t clicking the reply button in their email client the easiest possible buyer experience?

This tactic presents some challenges in routing those responses to the right person and tracking responses for campaign analytics and reporting. But, if enabling engagement makes your buyer experience better, these are problems worth solving. There are a variety of tools, like Siftrock, that can help you manage and measure email replies at scale across diverse programs.

It doesn’t mean that 100% of your emails should have “reply” as the CTA, but this can be a great tactic to drive engagement at certain times in the buyer’s journey. As a bonus when people do reply, you’ll also be boosting your deliverability—receiving mail servers love engagement, just like buyers.

2.) Humanize Your Formatting

If I’m asking a question, I want you to engage. I don’t need a lot of heavy formatting, graphics, or large CTA buttons. In this area, marketing can borrow a page from the outbound sales playbook and make emails more straightforward and conversational. Emails that feel like a human speaking to another human, instead of marketer-to-target, will drive more engagement.

Here’s a great example from Uberflip:

Uberflip Email Marketing Example

It feels like the business wants to engage with me. There’s not much formatting and no crazy CTA buttons. It just reads like a message from one human to another.

3.)  Humanize The “From” Address

We already know that sending from a “no-reply” alias is bad for deliverability and sends a bad message to customers. Fortunately, that practice is mostly dead in B2B.

Sending from a general marketing@ or newsletters@ alias is better, but even if it’s monitored, it’s not likely the most inviting setup for a response. When the from address is human, people are much more inclined to respond naturally. Take for instance this email for the Marketo Summit VIP event. It’s sent from Kevin Lau, a real person. It includes his email signature, and as the reader, I feel like I have the option to reply with questions or to engage.

Marketo Example of Email Marketing

Sending from a single person’s real alias is not always feasible at scale. But, there are other options to humanize your from address:

  • Send on behalf of reps/account owners.
  • Send from a “spokesperson” alias that is managed by a team.
  • Send from an alternate alias for a CXO that is operated by a team.
  • Send from program owner (e.g., webinar emails come from the webinar manager).

Choosing the right format depends on both what will be ideal for the buyer experience and what your organization can reasonably manage.

Wrap Up

Transitioning email into a channel for engagement marketing will create a better customer experience and drive better results for marketers. B2B marketers who don’t make this change will likely find customers tuning out of opting out at higher rates. As Marketo CEO, Steve Lucas points out, marketers “need to ‘engage with’ and not ‘market to’ their buyers” in the Engagement Economy. Email is no exception.

The transition requires slight mindset shift to go from thinking about email as a 1-way channel to a 2-way channel. But luckily this doesn’t take a massive overhaul of your tech or systems, just a handful of simple tactics can start to move the needle.
How are you adjusting your email programs for the engagement economy? What strategies and tactics are working best for your business?

The post Tips for Email Success in the Engagement Economy appeared first on Marketo Marketing Blog - Best Practices and Thought Leadership.

09 Sep 18:01

How and Why Sales Intelligence Will Help You Close More Deals

by jingcong@socedo.com (Jincong Zhao)

When identifying qualified leads, building relationships with potential buyers, guiding customers through the buyer's journey, and closing deals, every bit of information about your prospects helps. However, sales reps don't always have the time or resources to collect all of that information.

One way to make this process faster and easier is with the help of sales intelligence. In this blog post, we'll talk about what sales intelligence is and offer examples of some helpful tools you can turn to for support.

The main goal of sales intelligence is to help you better understand your prospects and customers.

Where does sales intelligence come from? Well, your sales intelligence data may surface after reviewing...

  • Why your current customers converted.
  • The intent of your prospects and customers throughout the buyer's journey.
  • The behaviors of your customers throughout the buyer's journey.
  • The specific needs and challenges your buyer personas and customers face.
  • The unique characteristics of your buyer personas and target audience.
  • The level of satisfaction and loyalty your customers feel toward your brand after a deal is finalized.

Since sales intelligence is meant to tell you about your prospects and customers, the data you obtain is going to be unique to your business. However, here are all-encompassing criteria to keep in mind when thinking about the various facets of your sales intelligence such as goals, strategy, data points, tools, and application. 

1. Use a variety of sources when collecting sales intelligence data.

Most sales organizations are familiar with intent and engagement data. For instance, a rep may look at a lead’s activity log to understand which web pages they visited on your website or review the actions they took while on your website/ after they opened your email.

Although these sales intelligence sources are helpful for any business looking to gain a better understanding of their prospects and customers, there's a lot of other useful information available.

For instance, there are many buying signals that offer valuable insight into who your prospects are, what they need, and more — check out the following examples:

where buying signals come from infographic for improving your sales intelligence

Source

2. Rely on sales intelligence tools to collect data in different ways.

Depending on the software or tool you choose to implement on your team (we'll review options shortly), there are different ways of gathering your data.

Here are a few examples of how sales intelligence tools can help you collect data in different ways:

  • Crawl websites and social networks to identify key events that may indicate buying interest from certain prospects.
  • Analyze the content consumption patterns of people on certain websites.
  • Use cookie data.
  • Determine when a prospect is showing heightened interest in a certain topic or product category with a sales intelligence tool's algorithms.

When you gather data in more than one way — and look to more than one source when gathering that data— your team will be able to surface more prospects who are likely to be receptive to your outreach.

3. Organize your sales intelligence data.

To drive meaningful actions, sales intelligence should be organized in your sales engagement and/or CRM platforms. There's value in having a single sales platform that can automate communication, manage contacts, prioritize activities, capture and distill data, surface insights, publish reports, and more.

This will also help inform your team's other strategies and decisions by offering more context and support around the status of your sales intelligence success.

4. Ensure you're gaining insights in real-time.

For sales intelligence to be useful, the information needs to timely. Meaning, you should be collecting data in real-time. Otherwise, you might just miss your opportunity to contact a prospect, reach out with relevant information, or update a strategy that needs improvement.

For instance, sales intelligence data that's collected via social media buying signals usually require timely actions from reps. So, by integrating intent-based insights from social networks (and pairing them with contact data in your CRM), reps can take action right away to increase chances of effectively reaching and converting prospects.

Next, let's review five options for tools that will help you with your sales intelligence strategy.

Sales Intelligence Tools

Here are five examples of powerful sales intelligence tools. 

1. Sales Hub

hubspot sales hub sales intelligence software

Source

HubSpot Sales Hub is a sales CRM with analytics, engagement, and configure-price-quote (CPQ) tools.

HubSpot's all-in-one nature makes it highly-valuable for users. That's because it eliminates friction, which is a natural result of growth. By supercharging your sales process with efficiency, precision, and expertise, Sales Hub combats this issue for you. 

Sales Hub will also support your sales process and intelligence strategy by:

  • Automating the sales process using the information obtained from your sales intelligence data so reps are able to more effectively connect with prospects.
  • Giving you total visibility into sales intelligence data with in-depth analytics and reporting.
  • Streamlining and personalizing outreach. 
  • Closing more deals faster with the support of CPQ.

2. 6Sense

6sense sales intelligence software

Source

6Sense is an account management and sales intelligence platform. The tool helps you identify your most valuable accounts by uncovering insights about your customers. With this sales intelligence data, reps will be able to reach out to interact with prospects and customers at the right time. Not only that, but they'll be able to do so with an effective message that makes them more likely to convert. 

With 6Sense sales intelligence data, your sales team will have the ability to understand where customers are in the buyer's journey, how they've interacted with your brand in the past (and how they like to engage with your brand), and which actions they should take in order to increase the likelihood of prospects converting. Additionally, you can view and access all of your sales intelligence data directly from your CRM. 

3. InsideView Sales

insideview sales tool for sales intelligence

Source

InsideView Sales is a sales and marketing intelligence platform. The tool makes the process of incorporating sales intelligence data in your sales process simple — it pulls real-time B2B data and intelligence so teams can include it in their daily workflows. Additionally, InsideView Sales offers users a task-based UX so reps and managers can optimize the sales process. 

4. LinkedIn Sales Navigator

linkedin sales navigator sales intelligence software

Source

LinkedIn Sales Navigator combines the powerful network for professionals with specific sales capabilities to make prospecting and engagement on the platform easy. It offers sales intelligence insight to improve your social selling strategy on the platform and increase your chances of connecting with highly-qualified leads.

This will allow you to target the right individuals and businesses, understand their specific needs and challenges, and then reach out with relevant and personalized content and information. You can also view all of your sales intelligence data and sales process information from your CRM with HubSpot's LinkedIn Sales Navigator integration

5. Vainu 

vainu sales intelligence software

Source

Vainu is a real-time sales and marketing platform meant to help businesses and teams identify ideal customers and prospects and then effectively engage them. The tool specializes in sales intelligence, prospecting, and account insights.

With Vainu, your team will get actionable sales intelligence and account insights so reps can determine who the most ideal prospects and accounts are. From this intelligence data, Vainu encourages timely and relevant engagements and interactions with prospects to increase chances of conversion. You can also connect Vainu to your HubSpot CRM for easy access to contact information, sales process details, data, and more. 

Sales intelligence is powerful — it gives insight into who your prospects are so you can more effectively reach and connect with them. So, determine how you'll gather you sales intelligence data and how you'll apply your findings to grow your base of customers and increase conversions. 

Editor's note: This post was originally published in August 2017 and has been updated for comprehensiveness.

07 Sep 16:37

The science of why coffee is good for you

by Jessica Orwig

Caffeine is the most commonly-used psychoactive drug in the world, and most people get their daily caffeine fix by drinking coffee. 

However, because the caffeine in coffee can affect blood pressure, heart rate, and brain activity, researchers weren't always sure if coffee was actually healthy.

In fact, in the early 1990s, researchers thought that coffee might actually cause cancer. However, a growing amount of scientific literature on coffee and its health affects over the last 20+ years has ultimately cleared coffee's name. 

Today, the overwhelming consensus among the scientific community is: Yes, coffee is good for you! Moreover, coffee may even reduce your risk of certain cancers and other disease. What a makeover!

Watch the first episode of Business Insider's Facebook show "Science the $#!* out of it" to learn more about coffee, its benefits, and how it hijacks your brain. 

LIKE THIS VIDEO? Follow "Science the $#!* out of it" on Facebook

Join the conversation about this story »

NOW WATCH: What those mysterious white stripes on chicken are — and what it means for cooking

07 Sep 16:05

The origin of humanity as we know it is just a myth. We are actually much, much older

by Joseph Brean

The origin story of humanity is changing. 

Evidence arrives slowly, and can take decades to be realized. But it keeps on coming. Often it is first found by a miner, and kept as a souvenir, such as a human skull in a Moroccan mine site, discovered half a century ago and proven this summer to be nearly twice as old as earlier estimates of the entire human species. Or it is found by a spelunker, for example the “Pit of Bones” cave in Spain, where the remains of two dozen individuals seem to be ancestors of Neanderthals, an extinct human species. 

A skull, estimated to be 400,000 years old, in Spain

Sometimes the evidence is macabre, like the human child’s skull, ceremonially polished and stripped of flesh, in a dusty Ethiopian valley. Other times it is simply curious, like the collection of stone hatchets in Madjedebe near Darwin in Australia, dated this summer to many millennia before humans were thought to have arrived there. 

With each find, the traditional account of human origins is being revealed not as false, but as too simple. Horizons are being pushed back faster than textbooks can keep up. With guidance from genetics and fossils, even biomechanics, paleoanthropologists can now prove the human species is older than ever before; that it did not leave Africa once and definitively, but many times; that it comes from a far larger geography than is commonly imagined; and that it neither exterminated nor absorbed its contemporary cousins, the Neanderthals and the mysterious Denisovans, which rather died out all by themselves, just like every other hominin population that ever lived, except us.

“The common myth that we drove them to extinction is just that, it’s a myth,” said David Begun, a paleoanthropologist at the University of Toronto and author of The Real Planet Of The Apes: A New Story of Human Origins.

It is not the only one.

The textbook story is of a small population of homo sapiens, perhaps as small as a few hundred individuals, who became anatomically modern in a fertile corner of East Africa around 200,000 years ago. They were descendants of an ape that shares a common ancestor with chimpanzees, and although they would have had a sort of culture in the way other apes do, they only became behaviourally modern in the last 100,000 years, when they started to colonize the rest of Africa, then the Middle East, Europe and Asia, and eventually North and South America.

As they did, early humans started to leave behind evidence of conceptual thought and shared language, both in the increasingly consistent fossil record of manufactured tools, and in the art that progressed swiftly, in just a few millennia, from the 75,000-year-old symbolic notches on bone tools and delicate seashell beads found in Blombos Cave, in a cliff face on a wild stretch of South Africa’s Indian Ocean coastline, to the firelit grandeur of the 17,000-year-old cave paintings of Lascaux in France’s Dordogne.

This story is why, in pop science, the savanna of the Great Rift Valley has taken on the air of an evolutionary cradle, the place imagined in the atavistic fantasies of modern hunter-gatherers with liberal arts educations, where a lion lurks behind every bush on a genetic safari. This small corner of Africa, the story goes, was where the human mind and body were first shaped by the famous “four Fs” of evolution: fighting, fleeing, feeding, and mating.  

As a cartoon, the story is as familiar as The Flintstones. As a creation myth, it rivals the Garden of Eden. The trouble is that it is not quite true. 

Picture of the “painted gallery” in the Lascaux Cave, near the village of Montignac, south Western France.

One reason the East African aspect of human origin theory caught on so firmly in the popular imagination was that it is the extreme opposite of another scientific hypothesis, the multiregional theory, that once seemed plausible, but has been slowly rejected by evidence. It suggested that modern humanity was the end point of evolutionary processes that happened over the last two million years in many different archaic human populations all over Africa, Europe and Asia.

This theory has been pushed to the margins, however, by recent studies that show, for example, how long ago the human and Neanderthal evolutionary lines diverged (500,000 years) and how little Neanderthal DNA remains in the human genetic code (less than five per cent). 

Another reason is that biology, at this level, can have political overtones and, as compared with the multiregional theory, the view that modern humans share an especially small set of East African ancestors — that everyone is literally part of the same family, even sharing a theoretical grandmother known as Mitochondrial Eve — can be politically attractive. For one thing, it seemed to neatly eliminate race as an evolutionary category. It was a clear reminder that Homo sapiens has no subspecies. Caucasians did not sprout spontaneously in the Caucasus. Asians did not originate in Asia. Everybody came from East Africa. Even Donald Trump is Kenyan. 

Recent discoveries are challenging the tidiness of this origin story.

As science writer Gemma Tarlach put it in Discover Magazine, “the conventional timeline of human evolution and migration continues to crumble in the face of new research.”

One major theme is that humanity keeps looking ever older. And while the African origin remains certain, it has changed dramatically in scope. 

Dr. Jean-Jacques Hublin on first seeing the new finds at the Jebel Irhoud site in Morocco where the oldest known fossils of human species have been unearthed

This was the astonishing significance of the Moroccan discovery, reported in Nature in June. For decades, these bones, from a site called Jebel Irhoud, were thought to be Neanderthals. But as more bones were discovered, their human features were recognized, and as scientific dating techniques improved, the sedimentary layer that some were found in was shown to be as many as 350,000 years old.

As lead researcher Jean-Jacques Hublin described it, the presence of anatomically modern Homo sapiens in Morocco that long ago is hard to resolve with the traditional story. It seems to show that the evolutionary Garden of Eden was not some specific East African grassland. It was probably more like the entire continent of Africa, a full fifth of Earth’s land area. And most of those human populations simply died out, leaving no descendants. 

“The fact that (the Jebel Irhoud bones) date to that time pretty much excludes them as a potential ancestor of anyone living today,” said Matthew Tocheri, an anthropologist and Canada Research Chair in Human Origins at Lakehead University, now on a posting to the University of Kent. “That’s just because of the way that the differences can accrue over time between the genetic lineage and the species, right? You’re always going to have individuals and populations within a species that go extinct and leave no living descendants.”

“So they represent basically lost lineages of people leaving Africa, and their descendants slowly expanding into parts of Europe and Asia, but then for whatever reason, those populations went extinct. And subsequently, somewhere around 50 to 70,000 years ago, we have groups of modern humans beginning to leave Africa again, and they’re essentially the ancestors of all of us that are of non-African descent,” Tocheri said. 

An handout picture released by the Musee de l’Homme on February 15, 2016 shows a cast of a Homo floresiensis

There are similar finds in Europe, he said, more recent, but with genetic combinations that no longer exist in humans. So there is a pattern of ancient humans leaving Africa, becoming isolated, and eventually going extinct, but leaving a distinct fossil record. The famous “hobbits” whose remains were discovered in 2003 on the Island of Flores in Indonesia, known as Homo Floresiensis, are a good example of that process, said Tocheri, who has studied them extensively. If anthropologists found such bones in Africa and dated them to around three million years ago, it would have been no big deal, he said. But finding them in Indonesia, at a time that overlapped with modern humans, as little as a few thousand years ago, “all of a sudden you’ve got a problem,” Tocheri said.

“The context of that find really challenged people’s thinking, but now, 15 years later, it’s not as challenging, because we really see this process of dispersal happening again and again for the past 2 million years,” Tocheri said. “So likely Homo Floresiensis represents descendants of some of those earliest dispersals of humans out of Africa, long before even the common ancestor of humans and Neanderthals evolved and left Africa.”

The story is much the same with Neanderthals, who are well known from European sites especially, and Denisovans, of whom science knows barely anything other than that they once existed in Asia, and that only from genetic analysis of a single finger bone found in 2010 in a Siberian cave.

Denisova cave

A view from a rock above Denisova cave on to the excavation field camp in the Siberia’s Altai Mountains

The traditional way to describe the fate of Neanderthals is as a debate between extermination, in which the cleverer Homo sapiens was able to conquer this competitor, and absorption, in which the two populations merged through procreation, such that eventually there were no more Neanderthals left. 

But neither side of that debate really stands up.

“There’s no evidence at all in the archeological or fossil record of modern humans interacting with Neanderthals” said Begun, of the University of Toronto.

There is genetic evidence of interbreeding however, especially of Denisovans with Homo sapiens in Asia. But as the pioneering paleogeneticist Svante Paabo has described it, that genetic interplay never really caught on. It was not quite as extreme as when horses mate with donkeys to produce mules, the males of which are sterile. But it might have been uncommon, with few of the offspring having offspring of their own. He calls this “leaky replacement.” 

Tocheri, likewise, says there is good data that shows Neanderthals interbred with Homo sapiens, but the signal of Neanderthal in modern non-African human DNA, for example, is “rather small, and there have been clear selective sweeps against Neanderthal DNA in our DNA. So what that means is essentially it wasn’t really as compatible as any other two populations of modern humans breeding together.”

Within Africa, modern Homo sapiens seem to have been pretty much everywhere at the earliest stages, not just in the East. Many populations went extinct, some migrated out, some might even have migrated back. Begun thinks there might be fossil remains of human populations in Europe or Asia even as old as the Jebel Irhoud population. But only one managed to survive to the present day, thanks to a combination of farming and luck.

A small group of Homo sapiens left Africa via the Middle East. Its descendants eventually populated the entire Earth

“There is no way to know from what part of that population the first modern humans did so (left Africa),” said Begun.

This fateful migration out of Africa was just one of many, and it did not involve any known increase in cognitive power or physical strength or dexterity or technological sophistication, Begun said. Fire had been controlled for millennia. Humanity’s ancestors had been making stone tools in a standardized fashion for well over a million years. There was no new technology. It was probably just wandering.

“It’s no problem for a new species of giraffe, or pig or rhino or antelope to move into a new habitat, it just happens routinely, and humans are really no different,” Begun said.

Modern geography is as important to this question as ancient. For one thing, the Sahara Desert did not exist at the relevant times, so it was no barrier. Also, East Africa today is just a good place to find old bones, and to date them.

There are plenty of badlands, dry and free of obscuring vegetation. The Great Rift Valley deposits volcanic ash in predictable layers. Dating is easier than elsewhere. As Begun put it, looking for ancient humans in East Africa is like the proverbial drunk looking for his keys under the streetlight — because he can see better there. 

This is just one reason for the persistent inaccuracies as humans have tried to string together a bunch of dusty bones and stones into their own origin story.

07 Sep 15:41

The Secret to Achieving Enterprise-Wide Content Marketing Buy-In? Understanding Your Cast of Characters #CMWorld

by Tiffani Allen

It’s certainly no secret that quality content is the foundation of every marketing strategy. And you may think the success of your content marketing initiatives rests in the capable and creative hands of your marketing team members. But you may be missing out on a big internal opportunity. During her session titled “Driving Content Marketing Success in Your Organization: Sales, Product and Global-Regional Collaboration,” Jillian Hillard, the Director of Brand and Product Marketing for Electrolux Home Care and SDA, North America, emphasized the importance of enterprise-wide buy-in. Using three rebranding case studies as examples, Hillard walked us through her process for getting key players from multiple departments to buy-in, get excited and see the value in content marketing. “Everyone needs to have a seat at the table in the beginning,” Hillard said. “This creates community of openness, trust, camaraderie, support and gets everyone excited about the new journey.” So, how can you win the buy-in of key departments within your organization to drive your content marketing strategy? Get started by understanding your key players and departments or as she referred to them: your cast of characters. When you need to understand your organization’s characters, you’ll be able to help them understand how content can make a difference for the business and the customer.

Character #1 - The Product Line

The folks working on product line and development quite obviously have intimate knowledge of how the product works and benefits your customers. They’re your subject matter experts. But they have a lot to gain from content marketing. You just have to show them. “Your products are an extension of your story,” Hillard said. “And content is a must to help you sell and onboard your products.”

Character #2 - Sales

Hillard recognized that many marketers are hesitant to involve sales during early strategy development. But she argued that sales reps are your “on-the-ground storytellers,” so getting them to collaborate and share insights early can make or break your efforts. “If sales is not behind your content revolution, you have lost the best resources for customer buy-in,” she said. “But, you need to show them that marketing is more than freebies and product catalogs.” To achieve sales buy-in, it’s important for marketers to ask for feedback along the way, and sometimes this requires a meeting just for marketing and sales teams to work together and brainstorm. During these meetings, you can clearly layout what their role is in your organization’s content marketing journey.

Character #3: Finance

As Hillard put it: ”A well-funded story goes far.” So, if you can help your finance players see that content marketing is a business generator, that’s when you go from the spenders to the viable business drivers. To get buy in from finance, share short- and long-term ROI possibilities. Then brief them on how content can contribute to a reduction in costs and increase in sales. Finally, include finance in any management presentations and milestone updates.

Character #4: Customer Service

Nobody spends more face-time with your customers than your customer service team. And as Hillard explained: “Customer service provides fuel for your content. Their insights allow the organization to take trending issues and feedback and proactively output content. That content then aids customer service as well by making answers and suggestions readily available for them to pass along.” For customer services teams to hop on board with your content marketing plan, they need validation. They spend a lot of time listening to customers, so it’s important that you lend them your ear and give them a voice. “Ask them to participate in editorial calendar brainstorms,” Hillard suggested. “They can also give insight on how the customer wants to receive their content. [In addition], offer trainings and easy ways for the team to access the content for their own use.”

The Main Takeaway?

In order to drive content marketing success for your organization, everyone in the organization needs a hand on the wheel. You need buy-in and collaboration from conception to execution, and ultimately optimization. Hillard said it best in the final moments of her presentation: “Once your organization sees the value, then content marketing becomes contagious.” Stay tuned for more #CMWorld coverage and insights on the TopRank Marketing Blog. In addition, follow myself and the rest of our on-the-ground team members on Twitter at: @Tiffani_Allen, @leeodden, @knutesands, @NiteWrites, @azeckman, @amywhiggins and @CaitlinMBurgess.

The post The Secret to Achieving Enterprise-Wide Content Marketing Buy-In? Understanding Your Cast of Characters #CMWorld appeared first on Online Marketing Blog - TopRank®.

07 Sep 15:41

Are You Accurately Measuring Your Company’s Digital Strength?

by Jeff Maling
sept17-07-838488162

There are few business leaders around the world not thinking about digital transformation in some shape or form. Whether improving omni-channel commerce or developing digital extensions to product lines, businesses are working out how to drive profitability through digital. But traditional metrics might underestimate the impact of digital, leaving companies vulnerable to aggressive competitors or pure-play disruptors. Many managers are missing digital signals that could help them better compete.

Armed with a hypothesis that the stock market was undervaluing digital, we sought to create the largest known repository of digital data on U.S. companies. Our aim was to prove the link between digital strength and shareholder value, and do so in a way that passes the rigorous standards of hedge funds. We looked at the top 1,000 U.S. public companies, mapped every digital property for those companies, collected 75 billion digital consumer interactions per month over a period of five years, and made thousands of calculations. (A full explanation of our methodology and the rigorous process of residualization that was required of our hedge fund clients can be found here.)

Our findings: A number of digital metrics, or signals, that aren’t widely tracked today are very strong predictors of revenue growth and share price. They include the following:

Digital magnitude. Simply put, this is the aggregate of all digital measures (visits, page views, social media views, social media visitors, etc.). Understanding your company’s magnitude versus those of competitors is a key indicator. Perhaps not surprisingly, American Airlines leads in magnitude for U.S. airlines — but not by as much as you would think.

Digital share. Your company’s digital share is its magnitude divided by the sum of the magnitude of its competitive set. You should compare this number to your company’s actual market share. If your digital share is larger than your market share, you are in a strong position to increase your market share.

This is where it gets interesting for U.S. airlines. Southwest has 13% of the U.S. market but a 22% digital share of the U.S. industry. Among large carriers (American, United, Delta, Southwest), it has a 15% market share and a 30% digital share. Some, but not all, of this disparity is related to Southwest’s refusal to sell through online travel agencies such as Priceline and Orbitz. How they valued the pros and cons of these types of arrangements could be key to their success. Based on its digital share, we predict Southwest will increase its market share over time.

Digital momentum. A simple way for a company to calculate its momentum is for it to take monthly snapshots of all metrics and track which are increasing or decreasing. Southwest’s measures are improving more than any other major U.S. carrier. For example, it has five times more Facebook “Likes” than United and more than two times those of American and Delta.

If a firm isn’t gaining digital share, it is jeopardizing its future market share — yet few companies look at their digital growth. In fact, many companies see digital as a destination and believe that “once we build that website or improve social, we can scale back.” The reality is that winning in digital requires a sustained program of continuous improvement and investment.

The revenues of companies in the top decile of digital strength (our proprietary metric that is an aggregate of all our digital signals) grew 9.6% the following year. By comparison, the revenues of those in the bottom decile fell by 8.2%. That’s a nearly 20-point difference between digital leaders and laggards in a single year. This phenomenon played out in virtually every industry. Leaders also beat analysts’ consensus predictions of revenue more often (65% versus 45% for the laggards), resulting in higher share performance for the leaders and a significant valuation penalty (12% over three years) for the laggards.

One obvious implication of our findings is that companies should track the kind of digital measures that we discussed above. Another is they should approach digital the same way that digital businesses do: build digital scale and strength before pursuing monetization. All too many traditional corporations make the mistake of applying the same metrics and hurdle rates to digital as they do to other channels.

They should also rethink how they develop business cases for possible digital investments. To properly account for the disproportionate impact of digital on future revenues and shareholder value, companies might want to value digital revenue and digitally-influenced revenue higher than traditional channels. They need to consider whether a loss of market share is an implication that they are not investing enough in digital. Few business cases include the cost of doing nothing, but they should.

Digital strength may be the most important determinant of business health and future growth not being measured or managed by enterprises today. Managing against this measure is essential for all businesses that want to survive and grow.

07 Sep 15:39

How to Leave Sales Voicemails People Actually Want to Respond To

by mroberge@hubspot.com (Mark Roberge)

Has your name ever been on a salesperson's call list? Did you receive a lot of voicemails from that salesperson over the course of a few weeks?

Think back to those sales voicemails. Were they valuable? Did you learn anything that helped you? Or were the voicemails a carbon copy of the company's elevator pitch?

I probably receive about 20 calls a day from various salespeople. Here is a sample call sequence I receive from a salesperson.

[Tuesday at 9 a.m.]: "Hi Mark. This is John from XYZ company. Would you like to reach more decision makers with your sales team's calling efforts? Our company can deliver the names and contact information for thousands of decision makers at Fortune 500 companies. We have state-of-the-art technology that maximizes the accuracy of our data. Please reach out to me today so I can show you some sample lists."

[Thursday at 8 a.m.]: "Hi Mark. This is John again from XYZ company. Would you like to reach more decision makers with your sales team's calling efforts? Our company can deliver the names and contact information for thousands of decision makers at Fortune 500 companies. We have state-of-the-art technology that maximizes the accuracy of our data. Please reach out to me today so I can show you some sample lists."

[Monday at 10 a.m.]: "Hi Mark. John over here at XYZ company. You probably remember that we can deliver the names and contact information for thousands of decision makers at Fortune 500 companies. We have state-of-the-art technology that maximizes the accuracy of our data. I would love to show you these names. Call me today when you have a second."

Torture!

It's hard to listen to this stuff. I can't imagine being on the other side of the phone, leaving this monotony of voicemails every day.

Not only is this approach inappropriate in any modern prospecting situation, it is also the kiss of death for an inbound lead. Your marketing team has invested significant amounts of time and money to attract this buyer, using quality educational content that is highly relevant to the buyer's context. The buyer has had a great experience perusing the articles on your blog, reading through ebooks, and attending webinars that your company has produced to help them frame their problem better. When thinking about the problems the buyer is looking to solve, the buyer perceived your company as smart, helpful, and relevant.

Then a classically trained salesperson calls the prospect and leaves one of the voicemails listed earlier.

Disaster! Insert explosion sounds here. All of Marketing's effective inbound work is thrown out the window.

Here is what a HubSpot salesperson's voicemail sequence sounds like:

[Tuesday at 9 a.m.]: "Hi John. This is Mark from HubSpot. I noticed you downloaded our ebook on Facebook marketing best practices. I took a look at your company's Facebook page and had a few suggestions for improving it. I'll email those to you now. Give me a call if you want to discuss."

[Thursday at 3 p.m.]: "Hi John. Mark again from HubSpot. Great news! I found a customer of ours in your industry who had enormous success with their Facebook marketing strategy. I am going to send you that case study now to give you an idea of the specific tactics they used and the results you should expect. Give me a call if you would like to review it together."

[Monday at 12 p.m.]: "Hi John. Mark at HubSpot. I actually ran that customer of ours in your industry through our Marketing Grader tool and compared their presence on social media to yours. They scored an 87. You scored a 54. I am going to send you those reports now. It turns out there is a lot more opportunity outside of Facebook in the broader social media area for you. Call me if you want to walk through the report."

And so on. Compare this buyer context-oriented approach to the traditional stream of elevator pitches. With which salesperson would you rather engage? The buyer context sales approach is in perfect alignment with the experience the prospective buyer has had with the company thus far. It is educational. It is insightful. It is personalized to his context. It makes engaging with the salesperson feel like the right next step for the prospect to take.

As the salesperson attempts to connect with the buyer through a sequence of voicemails and emails, the salesperson should treat the process like a dialogue. Even though buyers do not always call back, they are usually listening. Add new information into each voicemail. Align the voicemails with the specific interactions the buyer has had with your company.

I will admit that we had a unique advantage at HubSpot when it came to this type of contextual prospecting. The pain points of our prospects were public information. We knew the extent of each prospect's social media presence, their ranking in search engine results, and the effectiveness of their company blog, all without ever speaking with the prospect. Not all sales teams have that luxury.

That doesn't mean you can't use this contextual approach to prospecting. Understand your prospects' context by reviewing the way they found you -- the blog article they read, the ebook they downloaded. From these actions, the salesperson can infer the prospect's specific interest. Share content related to these interests. Tailor the context to the size of their business, their industry, or their role. Instead of suggesting the next step be a demo of your product, suggest a free consultation on whatever topic will pique their interest. Ask one of your internal experts to help. There is so much opportunity to engage with the prospect in a contextual way.

Now, there is a critical element of the modern voicemail sequence that has its roots in traditional, old-school selling strategy. I need to tip my hat to my dad, Rick Roberge, for introducing me to it. Regardless of whether you are coaching your salespeople to leave three voicemails or 12, the final message should always be the "going negative" voicemail.

"Hi John. Mark at HubSpot. I left you a few voicemails with suggestions and best practices on Facebook marketing. I have not heard back from you. I am going to assume that Facebook marketing is no longer a priority for you this year. Give me a call if it ever becomes a priority again."

For whatever reason, the "going negative" voicemail has the highest callback rate. There must be a psychological phenomenon at work here. In any case, if you have done a good job adding value through the contextual prospecting process, the prospect will likely call you back after this voicemail. You have been providing such great information to them. Why would they want the relationship to end?

[Potential Buyer]: "Mark. I am so sorry I have not had a chance to call. It's been crazy over here. The information you have sent me is so helpful. Can you chat at noon tomorrow?"

[Salesperson]: "Actually I'm tied up, but I'm free at 2. Does that work?"

[Potential Buyer]: "Let's chat then."

Editor's note: This is an excerpt from the new book The Sales Acceleration Formula. It is republished here with permission.

HubSpot CRM

07 Sep 15:38

Overcoming Sales Objections Is Easier than You Think – by Deb Calvert

by Robert Terson
We dread them. We dodge them. We deny, debate and discourage them. What would happen if, instead, we genuinely appreciated our buyers’ objections? As a field coach, I’ve seen every imaginable response to sales objections. As a buyer-side researcher, I’ve asked buyers about the ways sellers respond. As a sale trainer, I’ve conducted hundreds (thousands?) […]
07 Sep 15:36

The 6 Questions That Will Make Your Sales Strategy Successful

by Liz Heiman

Recently, I collaborated with a company creating a complex digital ecosystem, which required a multi-tiered marketing and sales approach. There were very specific major corporations that this company needed to engage in launching their product. At the same time, this company needed to sell to the organizations that would implement the technology, including IT providers.

The company’s leadership didn’t prioritize selling and engaging at multiple levels to the salespeople. Instead, the sales reps focused on hitting their sales quotas and did exactly what you would expect—they sold to the lowest hanging fruit. It turned out that the sales they made were small, low profit and required a lot of programming. More importantly, they weren’t selling to the organizations that could make the company’s technology a standard in the industry.

When I met with the company’s owner, I asked why the reps were primarily selling to clients that didn’t fit the company’s Ideal Customer profile, “We need sales now” he said. In response, I asked, “How will you ever achieve your long-term goals of creating a digital ecosystem with these small, resource-consuming sales?”

Yes, it’s possible for sales teams to hit revenue goals and for the company to still miss critical targets. It’s not enough to give the sales team a better list of targets. That may help in the short-term, but it will only put a bandage on the larger issue, which is that leadership hasn’t developed or communicated a sales strategy.

It’s not uncommon for business leaders to start a sales strategy with sales goals. But, a sales strategy doesn’t start with sales. In fact, a sales strategy ends with sales. There is a whole lot that happens before you can look at a sales team and say, “Hit these numbers.”

Answer These Big Questions!

A revenue goal alone won’t result in the long-term strategic sales you need to sustain growth. But, building a great sales strategy will help ensure the success of your team.

To create a great sales strategy and to effectively execute it, your sales team needs you to answer six big questions:

  1. What’s the bigger picture?
  2. What Ideal Customer Criteria can they use to prioritize prospecting?
  3. What are the top companies we want to reach and sell to successfully?
  4. What is your position in the market?
  5. What value proposition is appropriate for each buyer persona?
  6. What support can sales depend on from every department in the company?

Here’s how you can answer each question and position your sales team for success.

What’s the bigger picture?

We tend to think that salespeople just need to sell what we tell them to sell. But, to truly grow your business and make the right sales, your reps need to understand your company vision. Make sure you explain where the company is going and where the market is going on a regular basis. Provide your sales team with insights regarding how the company intends to capture a new market or leverage technology changes. If you make changes to product availability or services, explain to your sales team why those changes were necessary. Or, better yet, involve your sales team in those decisions! Once reps see the bigger picture and the long-term vision for the company, they can bring their customers with you.

What Ideal Customer Criteria can they use to prioritize prospecting?

Did you know that in some companies as many as 90 percent of leads never receive a follow-up call? Sure, some of those leads may be unqualified or may not be worth your sales team’s efforts—but what about the one that is?

If your sales team has a glut of leads and no way to prioritize them, it’s likely they’re missing the opportunity to sell to the right person. To help them prioritize leads, provide Ideal Customer Criteria they can use to measure a potential client. This information will help your reps filter prime opportunities and pursue them in a focused way.

What are the top companies we want to reach and sell to successfully?

Your sales team shouldn’t be picking your top priority companies—leadership should be. Once you have your defined your ideal customer, you can use those criteria to make a list of the companies you want to target. Depending on your capacity, that could be 10 companies or 1,000. Once you select these companies, explain to your reps why these are the top target companies, which will help your sales team understand the bigger picture.

What is your position in the market?

For your sales reps to effectively sell your company and products, they need to be able to communicate your position in the market. Look at the strength of the market, brand awareness, competition, and outside factors such as technology landscape or economics to clarify your positioning. Once you’ve completed your analysis, provide your team with a summary of your findings and a positioning statement they can use.

What value proposition is appropriate for each buyer persona?

A value proposition flips the positioning statement to be customer focused. Sellers need to explain to customers what your company offers in a way that matters.

Your value proposition starts with the answer to these two questions:

  1. What problem is your client having that you can help or solve with your solution?
  2. What is unique about the way you solve this problem?

Provide your salespeople with real reasons that your ideal customers will get unique value from what you are selling. This will empower your salespeople to have the conversations they need to have.

What support can sales depend on from every department in the company?

Even with the answers to all of the above questions, your sales team will still be unsuccessful if they do not have buy-in from every department in the company. Many companies have at least one sales prevention department. It could be a production department that can’t fulfill the orders that the reps sell, or legal holding up contracts, or maybe it’s accounting.

Every member of your company needs to understand the sales team’s goals, how they are expected to achieve those goals, and how they can support the sales team. To get there, make sales a fully integrated part of your company. And, ensure that other departments know the value and critical nature of a high performing sales team.

Sales Strategy Doesn’t Start with Sales

As I said in the beginning, sales strategy doesn’t start with sales—it ends with it. If your sales team only receives a revenue goal, they will never be able to understand how to reach that goal in a way that grows your company. As a business owner or sales leader, your job is to create a kick-ass sales strategy and then clearly communicate that to your team.

We want all of you to be able to answer the Big 6. Watch Liz’s webinar Sales Strategy Doesn’t Start in Sales for more information!

The post The 6 Questions That Will Make Your Sales Strategy Successful appeared first on Alice Heiman, LLC.

07 Sep 15:36

11 Factors That’ll Help You Choose Your Sales CRM

by R. Pawan Kumar

coffeebeanworks / Pixabay

Imagine you invest in a tool for your business.

A new investment is always exciting, but at the end of the day, it’s a matter of ROI. Like any other investment you make, you want the best deal out of this one, too.

Now imagine you earn an ROI of 771%.

Even for imagination, that number is a stretch, right?

Fun fact: it’s real.

771% is the ROI you get from investing in CRM. For every dollar you spend, CRM pays you back with $8.71.

It explains why businesses, irrespective of size, industry, and target audience, want a sales CRM.

But here’s the catch. Every sales CRM promises to help you close more deals and manage relationships with your customers, but no two CRMs are the same.

Just like your business.

Your business has unique needs, and so does every other business out there. Plus you come from a certain space when you start hunting for a sales CRM:

Perhaps your previous CRM wasn’t the right choice.

Or you’re switching from Excel.

Probably this is your first sales tool ever, and you want it to be the best.

With all these variables, how do you find “the” CRM that works for you?

There’s a hack for that.

Think of a cheat sheet, with a list of factors to evaluate CRMs. Let’s call it the CRM Cheat Sheet—one comprehensive list you can use to quickly knock off CRMs that don’t fit your needs, and drill down to select that one CRM.

But why are we talking about this? Because we’ve been there.

We’ve gone through the grind of picking a CRM, realizing it didn’t fit, dusting ourselves off and making a different choice. So we decided to take the lead and create a cheat sheet, so we could share it with the world and help others streamline their CRM hunt.

Here we go:

1. Easy to set up and use

Does a sales CRM need admins to run it for you? Will you need a few weeks to understand the CRM before you actually start using it? Or, worst of all—would you need an external consultant to help set up your CRM?

Give it a pass.

CRMs were built so sales reps could focus on prospecting and selling. Figuring out how a CRM works is not the best use of your reps’ time. Unfortunately, many sales managers pick a CRM on their own and thrust it upon their reps. The result is an expensive tool that ends up with poor adoption and lower team productivity.

For their part, sales reps are pretty clear about their preferences. 55% of reps prefer ease of use above any other CRM feature, according to Inside CRM.

Most CRMs start you off with a free trial of the product, usually ranging from 15 to 30 days. This can be invaluable, especially if you’re a small business figuring out how to manage your sales. Use this period to let your team explore the CRM, and get their thoughts:

  • Is the user interface intuitive enough to capture new leads from channels like email?
  • Do you need to manually keep entering leads’ / contacts’ data?
  • How often did your team feel they needed support?

If your team can sign up, log in and find their way around the sales CRM in a few days (rather than a few weeks), you have a straightforward decision to make.

2. One package for everything you want

What you want: one tool to capture leads, send emails, make calls, manage deals, create reports and track customer journey end-to-end

What you don’t want: switching between your email client, Excel file, calendar and phone in the course of one interaction.

Reality: 59% of sales reps use too many sales tools, according to an Accenture survey.

Solution: Look for a sales CRM that gives you the essentials: built-in phone, email, reporting, and lead scoring. Find out if they work for specific use cases in your business—can you send bulk emails to run sales campaigns from the CRM? Can you buy phone numbers and place calls instantly from the CRM? This is another reason why you should make the most of your free trial period—you’ll get to explore every aspect of the CRM.

3. Managing your deals from one screen (not multiple tabs)

One of the key differentiators between Excel and a sales CRM is the ability to visualize your pipeline. You can list your deals in Excel, but there’s no way to quickly get the context behind each deal—the conversations you’ve had, the people you’ve contacted, the number of deals you can expect to close this month.

With CRM, you get all this and more.

You look at one screen and find out exactly how many deals are new, up for negotiation, won, or lost. CRMs usually present this information in a “pipeline” view—your deals are arranged in columns from left to right, with each column representing a particular deal stage, thereby capturing your entire sales pipeline. You can also send emails and make calls right from the pipeline. If your business has varying sales process for different markets/products, you’ll love the multiple sales pipelines that CRMs offer.

4. Generating reports, quickly and precisely

Reports, the lifeblood of every sales manager. You want to analyze and forecast your sales; every rep on your team needs to know what they’ve done right and where they can be better.

But how do sales CRMs make it easy for you to generate reports? When you sign up, you start off with a set of template reports. They work for the common use cases, but you also have options to create custom reports. And if you want to see multiple reports on a single screen, ask for dashboards.

5. Studying your customer’s behavior

“Data is the new oil”, declared Clive Humby, a Sheffield mathematician, back in 2006. Businesses began to recognize that the digital consumer left behind a trail of behavior data; if businesses had to keep up, they had to catch on. Websites and apps were redesigned to capture this data at a granular level.

It didn’t take long for CRMs to jump right in.

When a CRM helps you track your customers’ behavior, you gain invaluable context into your customer’s end-to-end journey. This in turn lets you create relevant conversations with your customers. And relevant conversations can be the difference between a lost deal and a new deal.

Here’s an example of how sales CRMs can get you granular lead data in seconds. Someone steps into your website, looks at your Feature and Pricing pages, and fills out your webform. The next instant, they pop up as a new lead in the CRM, with their activity on your website neatly captured in a chronological timeline! Bonus: you’ll find their social profiles automatically added to their profile in the CRM. Sounds smart? We’re just getting started.

6. Automating repetitive tasks

Currently, salespeople are only spending 35.9% of their time selling. A major chunk of reps’ time is spent on mundane tasks and manually entering data into the CRM.

In an ideal world, automating everything except calling would be perfect 🙂 But wishful thinking aside, these are some of the automations you should look for in your sales CRM:

  • Bulk emailing
  • Automatic call logging
  • Workflows—setting up actions based on event triggers (e.g. changing prospect’s status to “customer” when deal is won)
  • Assigning leads to sales reps by territory

7. Customizing the CRM, because, well, you’ve bought it

In the SaaS era, customization is king. You’ve bought the CRM; you want to make it your own. This is also a good opportunity to find out if the sales CRM pays attention to details. Letting you change the default language in your CRM, from English to a local language, can be crucial in countries where English is not the vernacular. The general ability to modify CRM functionalities—in line with your B2B/B2C business demands—is vital to adoption.

8. Integrating with your favorite apps

The aim behind integrations, of course, is to bring multiple tools under one roof, so you can get more apps to collaborate in lesser time—without too much effort from your end. For instance, Zapier, the workflow automating service, helps you build connections between your CRM and your daily apps. If your CRM integrates with Zapier, you can open up your business to a whole galaxy of inter-app collaborations. So when a lead is created in your sales CRM, you could set up a workflow to automatically receive notifications on Slack. The possibilities are endless—and exciting!

9. Selling on the move, with mobile CRM

In a survey, 65% of companies who enabled mobile CRM achieved their quotas, versus the 22% of companies who achieved quotas without a mobile CRM. This significant gap is likely to increase, considering that sales is no longer restricted to a desktop CRM: 81% of reps said they access their CRM using multiple types of devices.

So when you’re evaluating, (i) find out if the sales CRM has mobile app versions (preferably on both Android and iOS), and (ii) check first-hand if the mobile versions are as good, if not better, than the desktop counterparts.

10. Support that comes from real human beings

A sales CRM can have exactly the kind of features you’re looking for. Without proper support, though, you’d think twice before buying. Two points to consider here:

  • How human does the support team sound? Are they treating you as just another “ticket”, sharing a support article and walking away? Or do they go that extra mile to resolve your queries?
  • On which channels do they support? Just email? Both email and chat? What about phone? Which channels are free and which are paid?

11. Price that fits (and doesn’t make you fret)

On average, businesses spend $150/user/month on their CRM, with 61% spending over $50/user/month. But that’s only one part of the story; businesses also end up investing in other tools for lead scoring, marketing automation, and user behavior tracking, because their CRM doesn’t come with these functionalities.

In other words, businesses spend on a CRM plus a bunch of other tools, and they’re forced to do the juggling act.

While choosing a sales CRM, you want to stay nimble and let the software do all the heavy-lifting. You also don’t want to spend an exorbitant amount in the process. Finding this balance between crucial features and affordable pricing is hard, but not out of reach.

With the “freemium” pricing model, you get a bunch of features for free; you pay for any additional features you might need. In the CRM space, the freemium model revolves around the number of reps in your team. Some CRMs keep it free forever for 5 reps; some allow for 10.

The freemium model works for you on two levels:

  • You don’t pay for features you won’t use.
  • You can experiment with the CRM when you’re still young, and find out if it’ll be a good fit as your business scales.

So there you have it. 11 factors to look for in your sales CRM. The kind of package that ensures you keep your sales together.

07 Sep 15:36

Why Businesses Stop SEO Too Soon (and May Hate Themselves Later)

by Justin Herring

Dont Stop SEO Too Soon

Without a doubt, SEO is one of the most valuable long term marketing strategies you can employ.

These prospects are ready to buy, they’re searching for a business just like yours, and it’s how they want to find you (rather than getting interrupted in other media).

However, all too often I see business owners get cold feet.

They’ve been at it for a few months, trying to get ranked by themselves or working with an SEO agency.

But the phone calls and traffic aren’t coming in yet, so they stop their SEO efforts entirely.

This is a BIG mistake for most businesses.

In this article, I will explain the psychology behind why people stop SEO too early before seeing results, why you may only be one month away from long term lead generation and sales, and why it detrimental to your business to stop too early.

Let’s dive right in:

Why Some People Stop SEO Too Early

While being extremely valuable, SEO is characteristically different than other forms of marketing.

It’s based entirely online, you’re working with an unknown algorithm, and you’re largely beholden to one company (Google).

Most notably, SEO takes time to implement.

It’s usually a matter of months before you see results and start to benefit from those results.

But once you have them, and you keep up your SEO efforts, you now have a long term lead generation and sales system in place for the foreseeable future.

However, it’s the time aspect of SEO which causes business owners to get cold feet.

If they feel like it’s taking too long, they start to imagine their investment losses.

They start feeling like they don’t know what they’re doing.

They start losing confidence in their SEO agency.

And the unknowns of Google start plaguing their thoughts.

All of these are completely understandable.

They’re natural thoughts and feelings to have if you’re not accustomed to navigating the small business SEO landscape.

But if you are an experienced SEO, you understand if you make the right moves, if you play the game the right way (the way Google wants you to), it’s only a matter of time before you see results.

Once the results come in, and you’re ecstatic about the new marketing system serving your business, you begin to realize all of those fears were unfounded.

And now you’re much more confident moving forward in scaling your SEO efforts, traffic, and leads.

Unfortunately for those who stop too soon, they never see these results.

Yet, they may have been just around the corner.

Like the miner in the graphic below, you’re sometimes just a fraction away from the goal you’re trying to reach.

So close to SEO Ranking

Image Source

Why You May Only Be One Month Away

I’ve seen it happen many times.

Clients get to the 4th month of SEO and if the phone isn’t ringing off the hook or traffic isn’t exploding, they start freaking out.

I don’t think it’s an overreaction.

It’s simply inexperience navigating this landscape.

But it almost always happens in the fourth month.

And guess what?

Month 5 is usually when phone calls and traffic start to really climb.

Month 5 SEO Results

Here’s what business owners must realize:

SEO takes anywhere from 3 to 9 months to kick in, depending on the site’s current authority, age of the website, and quality of the tactics being deployed.

And this amount of time can vary due to a number of factors.

For instance, brand new websites are typically put into what’s called the “Google sandbox.”

In the sandbox, Google holds back your rankings and traffic, even if other factors would otherwise have you ranking higher. (Google does this to mitigate the amount of spam in their search results).

But older websites are out of the sandbox already.

So if you’re starting SEO on a site that’s twelve months old or more, results will generally come faster.

In my experience, business owners tend to get nervous about a month before they actually start seeing results, because SEO is a slower marketing process than most of them are used to.

But once those rankings are in, clients are always happy they waited it out.

Why You Shouldn’t Stop SEO Too Soon

The biggest fear people have when doing SEO is wasting their time/monetary investment.

They’ve put four months into it with little results, and they’re afraid they might never see results if they continue.

Fight the Fear to Stop SEO

Here’s why you shouldn’t stop:

First, if you’re working with an experienced SEO agency, they know what they’re doing.

They live, breathe, and sleep search engine optimization.

They’re on top of the latest trends, they understand Google’s penalties, they know which strategies work and which don’t, and they have a ton of experience getting results in different industries.

Second, search engine optimization ROI is very high, and the potential benefits to your business are far too great.

Here are some of the benefits of search engine traffic:

  • Prospects are actively searching for your business
  • They want to find you
  • Once ranked, you have system for bringing in leads and sales for the long term
  • The buyers are pre-qualified and high quality

 

It’s not a “maybe” anymore.

And if you have a change of heart and restart a few months later, you’ve increased your costs in terms of lost sales, traffic, and momentum.

Finally, if you aren’t ranking at the top of Google, one or more of your competitors will be.

They will convert the customers which should have been yours.

Top Suggestion

If you’re a few months into your first SEO campaign, and you’re getting worried, I completely understand.

You’re not the only one.

Many business owners start to get stressed out if they haven’t seen results in three or four months.

SEO Rankings & Traffic Increase is Coming

But I’m here to tell you that this is completely normal.

Rankings typically start climbing noticeably in the fifth month, so you may only be a month or two away from seeing the results you’re looking for.

My top suggestion is to stick it out.

Trust in yourself or your SEO agency.

Because if they’re doing it right, it’s only a matter of time before your rankings come in.

Afterwards, you will have a lead generation and sales system which will serve your business for many months and years to come.

07 Sep 15:35

How B2B Buyers Search for Tech Solutions

by Chase Davis

Information in today’s digital milieu has always been a double edged sword for sales and marketing. It works for you if you can control it. Information comes from your sales team, your website and your press releases. Outside that – it’s a free-for-all.

As we all know, the latter is the reality. What we often have to deal with is a highly-evolved B2B buyer, someone who’ve searched across several online platforms. And, according to The Digital Evolution in B2B Marketing, a 2014 research conducted by the Marketing Leadership Council of CEB (now known as Gartner) in partnership with Google, this person will not face a sales rep until 57 percent of their buyer’s journey is done.

So, it pays to ask: How do B2B buyers search for tech solutions and how can you ensure you’re there, at every stage of their buyer’s journey?

B2B Buyer Behavior

There have been several studies on today’s buyer behavior, and one stand-out commonality is that B2B buyers go online first before reaching out to a sales team (if ever they do).

A 2014 research by the Acquity Group, a digital marketing company under Accenture, pegs the number of B2B buyers who do online research at 94 percent. This is further broken down to the top go-to sites. Business websites lead at 84.3 percent; this is followed closely by 77 percent who turn to Google search. Other notable online resources include third party websites (34%), such as blogs and industry websites, and online user reviews (41%).

Analytics Advocate at Google Adam Singer confirms this at a ClickZ Live conference in San Francisco and adds that a person, on average, checks out 10.4 online resources before reaching out to a sales rep.

The Digital Age Buyer’s Journey

The fact that a buyer faces a sales rep only at 57 percent into the journey is perhaps not the most disconcerting finding to come out of these recent B2B buyer studies. It also raises a red flag that a lot of people are looking for a self-service buying experience. 31 percent say they prefer an unassisted online purchase, with phone support only as a just-in-case. Another 10 percent say they want zero assistance; while 12.5 percent say they want to be walked through the purchasing process.

You can’t help but wonder where in the digital age buyer’s journey would the sales team figure in?

According to the CEB study, you only get a 12 percent mindshare (public awareness) for each typical buyer who goes through the buyer’s journey. This share spans across a variety of channels.

The Salesforce’s Pardot survey, 2013 State of Demand Generation Report, claims that 71.7 percent of buyers start with a Google search. This is followed by personal networks at 15.6 percent and social networks at 2 percent.

This brings us to a familiar B2B scenario, typical in today’s buyer’s journey: Say that your company is looking for a CTI solution that integrates your phone systems to your CRM. You get on the project and do an online research. This leads you to a variety of business websites, such as Salesforce and Tenfold. You also look into industry forums to see what your peers have to say about the many vendors in the CTI market. You read blogs, reviews and how-to’s to see if the system suits your requirements and has the flexibility that you need. Through your research, you come up with the top 3 vendors, which you then invite to present and bid.

This might sound like a good deal because a sales-ready buyer comes to you. But, consider too that in no part of their buyer’s journey are you able to influence and educate.

Instead, you function only as an order taker. Your buyer already has a preconceived idea of what you offer. It can be hard to sway them otherwise – unless you can overcome the three main hurdles in B2B marketing and sales: ineffective digital integration, unfocused content and an unoptimized mix of online channels.

Know the Modern B2B Buyer

But first, let’s get to know who the modern B2B buyer is.

The Millennial Influence

Forget what you believe in when it comes to the B2B buyer. He or she isn’t middle-aged and working a managerial or executive position. In fact, the B2B buyer is getting younger!

The Pew Research Center has found that millennials are the biggest generation cluster in the American workforce today. There is more than one millennial in every three employees in the job market. And, they are working closer and closer towards positions of influence, when it comes to B2B purchases.

According to a 2014 survey conducted by Google and research company Millward Brown Digital, millenials make up 46 percent of prospective B2B buyers. This data is up from 2012’s 27 percent, which signifies the growing influence of this generation.

Director of Business and Industrial Markets for Google, Mike Miller, says that this represents a “big shift in a two-year time span.” He believes that this is partly due to the retirement of baby boomers. A new powerhouse generation is emerging in the lead.

This requires rehashing old B2B marketing strategies that usually target senior-level executives. While millennials may still not hold positions of power, their influence is clear. They make up 24 percent of non-executives tasked to help in B2B purchasing decisions. This is a generation who grew up at a time when mobile phones and the internet were readily available. You can be sure they will use these access and mobility tools in B2B research and recommendations.

The Multiple-Channel B2B Buyer

The multiple-channel buyer is always connected and researching online through mobile phones, tablets and desktops. They have mobility and access. They read your websites, reviews and blogs; and might have even downloaded one of your demos. They attend conferences and seminars – sometimes online – to learn about industry breakthroughs and innovations. They can cover multiple channels partly because they’ve fully integrated mobility and the internet into their lives.

According to the Google/ Millward Brown Digital study, by 2014, 34 percent of those involved in B2B purchasing decisions use their mobile devices at each stage of their buyer’s journey. This is almost twice the devoted mobile users/ B2B buyers of 2012. Mobile phone usage extends to work places and social gatherings; and includes requests for bids, product comparisons, video viewing and contacting the vendor.

The increase in video viewing is another metric attributed to the multiple-channel buyer. According to YouTube, more than 895,000 hours of videos viewed are those by top B2B brands. In fact, 70 percent of those surveyed by Google say they use videos to learn more about products before making a purchase.

Information Overload

The availability of seemingly limitless information empowers the new B2B buyer. And because they access content at each step of their buyer’s journey, you too must be on this content train.

According to the Content Marketing Institute and MarketingProfs’s 2016 Benchmarks, Budgets and Trends – North America, 88 percent of marketers implement content marketing strategies. 76 percent of these say that they will include content marketing allocation by 2015. On average, 28 percent of the marketing budget go to content marketing. However, those who are most effective at it spend around 42 percent.

So, remember that the modern B2B buyer is swimming in a sea information. Your share shouldn’t just be a forgettable drop.

Influencing the Digital Age Buyer’s Journey

Perhaps there are several strategies you can study and implement in order to influence the new B2B buyer. However, at the core of it will always be the actions you take in dealing with modern B2B marketing and sales’ main hurdles: digital integration, content and channel mix.

Comprehensive Digital Integration

Your effective presence online should cease being treated like an annoying fly buzzing and tweeting about. Traditional marketing campaigns have been rendered obsolete by B2B buyers who are empowered with information. Their product learning can’t coincide with your campaign plans because they go about it on their own, online.

Here are a few steps to take to start a comprehensive digital integration program, according to the Marketing Leadership Council of CEB:

1.Document existing campaign architectures. Make sure to take note of effective strategies and their output.

2.Review marketing practices to see what works and what doesn’t. A dialogue with the sales and marketing team is necessary to get to the real score regarding these practices.

3. Observe and analyze external practices that have worked to get you closer to your goals.

4. Select, codify and implement best practices.

5. Recreate the campaign architecture and refine practices that don’t work as expected.

6. Repeat the process until you reach your ideal.

7. Put together an implementation guideline, as well as an accessible resource center for the guidelines, necessary tools and other information regarding your digital integration.

Purposeful and Focused Content

Many B2B marketers have taken on content marketing like it was the latest must-have trend. This has resulted in content that’s highly unorganized and lacks a consistent and purposeful message. You then get a whole slew of problems, such as prospective buyers swimming in a sea of useless information. This type of information does not really teach them well; and, it does not engage them enough to take the next step in their buyer’s journey with you.

There are several realities that might have factored into this situation. For instance, your web team may have been focused on ranking your website in search results, without being consistent and driving your true message. You might have outsourced your social media management, without providing guidelines on your corporate messaging.

It is important to rectify this, as soon as possible, because your customer engagement is centered on your content. It comes in at all stages of the buyer’s journey. It is at the core of your lead nurturing programs, and online and social media engagements. And, it is everyone’s responsibility – not just your copywriter’s.

This is where the so-called “coverage orientation” comes in. B2B marketers pinpoint topics that interest your target audience, and ensure that you consistently offer fresh content for each topic, through content development and curation. This can be a fruitful content marketing strategy, as long as you have a good understanding of your customers.

Make sure that you cover all your customers’ information requirements. This way, even as they learn about your product on their own, the information that they get still aligns with what you truly offer.

Smart, Targeted Channel Mix

Given several online channels, where should you invest in? Which channels will bring the most qualified leads? Should you invest in creating YouTube videos or simply blogging? Does your target audience need whitepapers or an online archive of manuals, issue reports and resolutions?

There are many ways to develop a targeted channel mix. However, the first step is to recognize your traditionally fragmented approach. The marketing team might be taking care of blogs and other creative text content. Your tech team might have been tasked with putting together your FAQs, whitepapers and other support pages. You might have outsourced your video production to an ad company, and your social media management to an SMM company.

However you’re doing it right now, it is important to account for your efforts, and assess your channel effectiveness. The metrics to use here are often readily available with the team tasked with each channel assignment.

Then, invest more in an expert analytics professional, someone who can accurately assess your channel efforts and audience response. Use your findings to put together a model channel mix, one that suits your target market and gets your messaging right.

07 Sep 15:35

Sales Coaching: How To Get It Right

by Tamara Schenk

Imagine how you are driving now as a skilled driver and years ago when you just got your driving license. There are a lot of specific skills that must be mastered before a driver reaches the level of unconscious competence, e.g., what certain signs and symbols mean, who has the right of way, how to parallel park, and how to master European roundabouts. While all of these skills are important, some are more vital than others because they are critical to success. For sales managers, coaching is such a skill, regardless if they lead a field or an inside sales team.

For most people in sales, coaching is perceived as opportunity coaching even though there are many more aspects of the sales role that must be coached. Furthermore, many salespeople, not only in inside sales, don’t feel “coached,” even if their managers call it that. Let’s start by defining what sales coaching means:

Sales coaching is a leadership skill that develops each salesperson’s full potential. Sales managers use their domain expertise, along with social, communication, and questioning skills to facilitate conversations with their team members that allow them to discover areas for improvement and possibilities to break through to new levels of success.

As importantly, sales coaching is not asking things like, “What’s your forecast this month?” or telling a salesperson, “You need to build more pipeline.” Instead, effective sales coaches consider the salesperson’s personal goals, their style, current strengths and weaknesses before engaging in a dialogue. Then, the focus of such a structured conversation is to discover areas for improvement regarding behaviors and activities that should lead to the desired results.

Coaching areas have to be defined: lead and opportunity coaching, pipeline coaching, coaching skills and behaviors, account and territory coaching

If coaching is reduced to opportunity coaching only, the organization misses out on much of the performance benefits of coaching. At CSO Insights, we separate coaching into five different areas that can be implemented step by step, according to your context:

  • Lead and opportunity coaching
  • Pipeline coaching
  • Coaching skills and behaviors,
  • Account coaching
  • Territory coaching

However, in most organizations, sales coaching is currently focused on lead and opportunity coaching only. It’s remarkable that the majority of sales managers in our 2016 Sales Enablement Optimization Study said they spent less than an hour a week coaching leads and opportunities. Lead and opportunity coaching is a great starting point. But it should soon be enriched by coaching skills and behaviors as a foundational coaching layer. Especially for inside salespeople who are working most of their time on the phone, lead and opportunity coaching should always be enriched by coaching skills and behaviors.

Coaching needs to be formal to be effective

Now as you have defined your various coaching areas, it’s about developing a coaching process that follows the customer’s journey. Ideally, your customer’s journey should be mapped to your internal process landscape. If that’s the case, your coaching framework sits directly between the customer’s journey and your internal process landscape, bridging between both sides.

There are four levels of sales coaching maturity:

  • Random: There is no coaching process defined.  Coaching is left up to each manager.
  • Informal: Coaching guidelines are available, but there is no formal coaching process. Managers are told that they should coach, but there is no monitoring or measurement.
  • Formal: Coaching areas and the coaching process are defined and implemented. Sales managers are expected to coach accordingly, and there is a formal effort to develop their skills. Periodic reviews help optimize processes and guidelines.
  • Dynamic: The coaching process is connected to the sales force enablement framework to ensure reinforcement of sales enablement efforts. Sales managers are required to coach; they are measured and compensated accordingly. Ongoing reviews help to not only optimize the process but also to adapt it to market dynamics and the changing selling environment.

In our 2016 Sales Enablement Optimization Study, almost 50% of our study participants reported operating based on a random coaching mode. A quarter is working on an informal basis, but only 21.7% have implemented a formal approach, and only 5.3% have made further efforts to align their coaching process with their enablement framework. Our study shows that the coaching approach matters a lot.

Almost 75% of sales organizations waste resources due to random and informal coaching approaches, and only about one-quarter leverage the huge performance potential of formal and dynamic coaching.

If coaching is left up to each manager, sales organizations have a hard time achieving even average performance. Let’s look at win rates for forecast deals as an example. Organizations that use an informal approach end up 4.5 percentage points below the average win rate of 46.2%. That is an actual decrease of 9.8%! Informal approaches start to move things in the right direction, but they lack formal implementation and reinforcement, which leads to a result that’s around average. However, when the approach gets formalized, the win rate improves a significant 5.3 percentage points above average for an actual improvement of 11.5%. The results are even more impressive for a dynamic approach that is based on a holistic sales force enablement program that connects the enablement and the coaching frameworks. In this case, the win rate climbed by 12.9 percentage points, which is an actual improvement of 27.9%.

How could a sales leader ignore a 27.9% better win rate? Investing in sales force enablement to build coaching frameworks and develop sales managers accordingly, especially their coaching capabilities, is the key to achieving the kinds of performance improvements sought by sales leaders everywhere.


This article has been initially written for Top Sales Magazine, September 2017 issue.
Image source: Unsplash Images

The post Sales Coaching: How To Get It Right appeared first on Sales Enablement Perspectives.

07 Sep 15:35

Most SDRs Fail or Burn Out. Here's How to Fix That

by Brian Trautschold

The sales development rep (SDR) is the most overlooked, misunderstood, and mistreated professional in modern B2B sales and marketing organizations. That is not an opinion. It’s objective fact.

Ever since Predictable Revenue sent the general B2B sales community into its current evolution -- characterized by segmented sales roles, massive activity volume, and tightly measured metrics -- the industry has struggled to properly grasp, implement and appreciate the sales development function. More importantly, it’s failed to appreciate the people operating in the role.

SDR Burnout and High Turnover: The Ongoing Epidemic

Ambition’s core mission is keeping front-line sales professionals focused, inspired, and goal-oriented by bringing clarity and transparency to sales performance -- not just at the managerial level, but at the rep level as well.

One of our most popular use cases is sales development teams at high-growth organizations like Birst and Outreach. Working day in and day out with sales leaders has given me an up-close-and-personal-view at the ongoing challenges facing SDRs: Burnout, attrition, and disengagement.

These are far from trivial. The costs of running a high-turnover, high-burnout sales development team can quickly multiply and cripple growth instead of driving it.

Unhappy SDRs are less active prospectors, less effective communicators, and less likely to deliver long-term return-on-investment. Accumulating burnt-out SDRs is a surefire way to build a negative culture, bottom-line and the overall outlook of your sales organization.

Top 3 Solutions to Prevent SDR Burnout

I repeatedly hear that in every sales development team, there is an unspoken agreement between the hiring manager and each front-line rep. “Trust the process” … and you’ll be moving onto a more enjoyable, lucrative role very soon.

Unfortunately, most orgs don’t have a clearly defined path to move from SDR to Account Executive (AE) or more advanced selling position.

So for reps, the “apprentice” period can seem endless and promotions can seem ad hoc.

That lack of clearly defined “graduation” causes a chain reaction of problems to an already extremely challenging role: Lack of clear development, frustration, more demands from management, more frustration, less training than expected, and finally, burnout.

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Source: Learn Agile Sales

Typically, this experience breaks down because of poor expectations and training, followed by short-term SDR buy-in and lack of coaching at the manager level. In other words, the same things that separate the Caliparis and Sabans of college sports from their less-accomplished counterparts.

The good news: There are easy solutions you can implement today to keep SDRs engaged and continually progressing, as well as feel appreciated and important. Here are my top three strategies with insights from the LinkedIn sales community’s response to this exact question.

1) Track small wins.

"We only celebrate the close. But there are so many other small wins! What if we celebrated:

  • Getting someone to call us back?
  • Engaging a decision maker in a conversation over two minutes?
  • Finding the right decision maker?
  • Qualifying out leads and accounts?
  • Setting follow up appointments?

These are all leading indicators of success and great chances to coach, celebrate, and feel successful. Small wins celebrated equals a team of bad-ass SDRs!"

-Lauren Bailey, president of Factor 8

"Give SDRs time during demos to actually run color commentary, then lead parts of the demo, then own parts of the sales cycle, then close their first deal. Progression is important. We tend to treat SDRs like monkeys: "50 calls per day, five leads per week, etc." Recognize their value, and publicly. Nobody wants to tell their friends they’re a cold-caller. It's a bottom feeder role in sales -- at least that's the perception. Change the optics of the role through the above [tactics], and [SRS] will stick longer.

Finally, people don't leave jobs, they leave people. I've often found that the worst SDR team leaders lack empathy (perhaps because their bosses once lacked empathy toward them). Find people who inspire and value the ideas of the team."

-Kris Hartvigsen, founder at Dooly

2) Make sure there's a clear advancement path.

"Being the first externally-hired SDR at VersionOne, this [question is] close to my heart. Here are a few things I feel made our initial SDR team successful:

  1. Clear career path; no false promises.
  2. Continuous improvement promoted within the team.
  3. True understanding of the problem the company is solving."

-Mohammed Khalid, principal solutions engineer at BetterCloud

"SDR burnout and turnover comes from not feeling appreciated. It’s all about “the close” -- but every day SDRs generate revenue, just not in the form of a "close." As the manager, a large part of my job is taking the temperature of my team each day and helping turn up the heat through coaching and encouragement.

Having a clear career path is extremely important in quickly ramping individual players, knowing they can be promoted to Senior SDR and play a larger role in decision making, training, and ultimately their career path, keeps them focused on the end result and less on the here and now."

-Lynda Vesy, sales development manager at Wombat Security Technologies

3) Integrate them into the broader sales organization.

"In the Boston area, we are seeing a massive increase in the amount of open SDR positions, making it easier for SDRs to job hop if they so choose. Besides throwing dollars at the problem, I think the best way to fix this is through creating the right culture and allowing reps that are hitting quota or on pace to earn flexible working hours or work from home days, so your top performers aren’t burning out and will value the environment they are working in. This may also push under performers to want to get in that position as well, so it helps directly and indirectly."

-Mike Coscina, inside sales manager at demandDrive

"I think it would benefit efficiency to see more roles touch the entire sales cycle (talking B2B SaaS here). This is very ambitious, I know, as some sales can be long and extremely complex.

However, being involved in proposals and closes undoubtedly makes SDRs better prospectors, qualifiers, and closers. There are non-risky ways to approach this (less risky than uplifting your sales team structure or risking a new hire on a totally new idea), but they require some creativity.

Even post-sale, experiencing what account managers or up-sellers do can have a profound effect on being a better SDR, AE, or whatever the pre-close role is. At a minimum, it will increase their motivation."

-Thomas Wolfe, director of North America at Switch Software Solutions

SDR success is incumbent upon you: Sales leaders. Get creative and innovative. Develop agile and efficient sales management strategies to engage your entire team. Arm your team with the strategies and processes they deserve to reach maximum altitude.

HubSpot CRM

07 Sep 15:35

Transcript of The Hidden Personality Types That Drive Everything We Do

by John Jantsch

Transcript of The Hidden Personality Types That Drive Everything We Do written by John Jantsch read more at Duct Tape Marketing

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Transcript

John Jantsch: Let me ask you something. How do you handle expectations? What’s your tendency when expectations arise, when you set goals, when you have objectives, when people ask you to do things? For this episode of the Duct Tape Marketing Podcast I speak with Gretchen Rubin, author of the Four Tendencies, Surprising Truth About the Hidden Personality Types That Drive Everything We Do.

Very fascinating quiz that you can take to understand your tendency. Again, not a whole personality test, but your tendency when it comes to expectations. Check it out, take the quiz, and learn something about yourself.

[music 00:00:56]

Advertisement: This episode of the Duct Tape Marketing Podcast is brought to you by grade.us, reputation management is not something you want to mess around with. Grade.us is the tool we use with all of our clients.

John Jantsch: Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and my guest today is Gretchen Rubin. She writes on habits and happiness. She is the author of a number of New York Times Bestselling books including the Happiness Project and a new book we’re going to talk about today called The Four Tendencies, Surprising Truth About the Hidden Personality Types That Drive Everything We Do.

Gretchen, thanks for joining me.

Gretchen Rubin: I’m so happy to be talking to you.

John Jantsch: There have been a lot of books on personality types and trying to understand who we are and how we interact. What do you hope the Four Tendencies is going to add to that body of work?

Gretchen Rubin: Well, I love personality frameworks. I think they all, kind of, have their own special vocabulary and the way that they shine a spotlight that’s helpful on human nature. The thing that I like about the four tendencies, my own framework, is it has to do with a very narrow aspect of your personality, but something that’s very, very important and significant, which is how you respond to expectations. But it doesn’t try to explain anything else about you, so you could have a lot of … Depending on how intellectual you were or ambitious you were or considerate of other people or extroverted or introverted or adventurous or analytical, all these things could be different, but as to one thing, how you respond to inner and outer expectations people fall into these big four categories and that ends up making a very big difference in how we can help ourselves change and help other people to change.

John Jantsch: That’s interesting. I have for years talked about most of success or failure in life is about meeting or exceeding expectations. I’ve spent a lot of time trying to lower people’s expectations.

Gretchen Rubin: Interesting.

John Jantsch: That’s the first clue because I am going to ask you which personality type I am.

Gretchen Rubin: Oh, yeah. Okay.

John Jantsch: Did you just sit on a bench in Bryant Park and observe people to come up with your conclusions? Or what was your methodology?

Gretchen Rubin: I mean, it was basically, it was not far away from that. I really just studied what the people around me were doing and saying and what their frustrations were and there were certain comments that people would make over and over again, almost eerily, like they were reading from the same script. And was like, “What is up with all these people who say verbatim, ‘Oh, I would keep a resolution if it was important, but I would never do a New Year’s resolution because January 1st is an arbitrary date.'”

Person after person said that exact thing to me and I’m like, “I don’t know. The arbitrariness never really bothered me. What’s going on with these people?”

And so on and I would see these patterns and so I was trying to make sense of things that I kept seeing in the way people behaved and the way that people talked, just as you said, just around me. I wasn’t looking up … It wasn’t undergraduates eating marshmallows in a laboratory. This was like, “How do I make sense of what I see everyday all around me?”

John Jantsch: Like all good frameworks, you have a quiz-

Gretchen Rubin: Yeah.

John Jantsch: -so people can test themselves. Again, there are other … You’ve, kind of, already hinted at this, but how is this quiz different, say than some of the more traditional like Myers Briggs, or something like that?

Gretchen Rubin: Well, this really looks at how you respond to outer and inner expectations. So, outer expectations like a work deadline or a request from a friend or inner expectations like the desire to keep a New Year’s resolution or to get back into meditation. That turns out to be a really important thing and other frameworks don’t really hone in on this as a crucial thing. They have their own thing that they’re looking at and they’re trying to pick out and identify, but this is something that’s very useful to see how people are different from each other.

John Jantsch: All right. So, let’s end the suspense. What are the four tendencies?

Gretchen Rubin: There are upholders, questioners, obligers, and rebels. And so, as I said, this has to do with outer and inner expectations.

Upholders readily meet outer and inner expectations. They meet the work deadline. They keep the New Year’s resolution without much fuss. They want to know what’s expected of them, but their expectations for themselves are just as important.

Questioners question all expectations. They make everything an inner expectation because if it meets their standard, if they think that it makes sense, they will meet an expectation and if they don’t think it makes their expectation, they will reject it. They don’t like anything arbitrary or unjustified or irrational or inefficient. Their question always is, “Why should I? Why should I do it? If I think it makes sense, I’ll do it. If not, I won’t.”

Next you have obligers. Obligers readily meet outer expectations, but they struggle to meet inner expectations. And I had this insight when a friend of mine said to me, “When I was at high school I was on the track team and I never missed track practice, so why I can’t go running now?”

Well, when she had a team and a coach waiting for her she had no trouble showing up, but when she was just trying to go running on her own it was a struggle.

And then finally, rebels. Rebels resist all expectations. Outer and inner alike. They want to do what they want to do in their own way, in their own time. If you ask or tell them to do something, they’re very likely to resist and typically they don’t even like to tell themselves what to do.

Those are the four tendencies and once you know your tendency and the tendency of the people around you, you have a much better sense of why they do or don’t do something.

John Jantsch: How, in your view, do we develop these tendencies? Is this like a nature, nurture thing or are we just born with these?

Gretchen Rubin: I think we are just born with these.

John Jantsch: Wow.

Gretchen Rubin: I do.

John Jantsch: Tell me this. Do you think people adopt or act out a different tendency in different environments?

Gretchen Rubin: No. I don’t. I think that it’s very consistent. Now, it’s true that with time and experience people learn how to harness the strengths of their tendencies and how to counterbalance the weaknesses and limitations of their tendencies and so you might … Obligers need outer accountability even to meet inner expectations and some obligers figured this out even instinctively and they know, “I need deadlines. I need to be accountable, so if I’m going to work out, I’m going to work out with a friend and if I’m at work I’m going to make sure that I have a lot of accountability for my boss and my coworkers. And I want to read, I’m going to be in a book group. If I want to go and have regular exercise, I’m going to have a dog that I feel like I have to take my dog out because she loves being outside so much.”

They can build it in. It’s definitely true that you can work with your tendency and get a better result from your tendency, but I do think that whether you’re at work or at home, whether you’re 20 years old or 40 years old, your tendency is something that is just part of you.

John Jantsch: Let’s say that we take the test and we learn what our tendency is. What can we do with that in the workplace or as we go through the day?

Gretchen Rubin: Well, it depends on your tendency and if it’s causing you problems or not. One thing that questioners often find … And if you work with a questioner, you may have experienced this or if you have one in your life. Questioners, sometimes, but not always, fall into analysis paralysis where they want more and more and more information, they want perfect information before they make a decision or before they act. And this can cause them to seem obstructionist or like they’re causing a log jam because they’re not moving forward and so you want to be aware of this as a questioner if this is something that can happen. If you’re aware of this pattern, then you can say, “Well, I need to give myself a deadline or I’m going to limit how much research I’m going to do or I’m going to remind myself that it’s inefficient to keep researching.”

Questioners often drain and overwhelm others with all their questions. And this is something like, if somebody’s driving you crazy like, “Oh my gosh. You ask too many questions.”

It’s helpful to be like, “Oh, this is a questioner. It’s not aimed at me. They don’t mean to undermine my authority. They’re not rejecting my judgment. They just want to have their questions answered.”

With obligers, it’s like they need that outer accountability and so if they ask for it, you want to help them get it. For instance, one thing that I see a lot in writers because I’m a writer and I know a lot of writers is there’ll be a writer who is very, very productive when they’re working on a newspaper where they have an editor and deadlines and all these colleagues and all this pressure of getting out the newspaper. But then they go on book leave and they’re supposed to write a book and they have all this time to write a book and they’re like, “Oh. I have writer’s block.”

And I’m like, “I don’t think you have writer’s block. I think you need accountability, so you need your agent or your editor to be like, I want to see a chapter once a month and I’m going to be looking for it. And if you’re not writing it I want you to explain to me why. And we need to keep this moving forward. And I’m checking on you.”

Or they join a writer’s group where everybody keeps each other going or they hire a coach or whatever or take a class where you have to turn in material. Whatever it might be.

John Jantsch: That’s like when people sign up for a 10K, that’s the thing that’s going to make them start running or something.

Gretchen Rubin: That’s something important to know about yourself. That isn’t true for everybody.

John Jantsch: Right. Right.

Gretchen Rubin: Some people don’t need to sign up for a 10K, but if you need to sign up for a 10K, just say to yourself, “Well, I’m the kind of person that needs to sign up for a 10K and I’m going to.”

Instead of being like, “I shouldn’t have to sign up for a 10K. Why don’t I have any inner motivation? I need to have more willpower.”

It’s like, “No. If you need to sign up for a 10K, sign up for a 10K.”

John Jantsch: That-

Gretchen Rubin: That’s fine.

John Jantsch: I was going to say, that’s really a part of what you’re saying, the value of understanding is to, sort of, hack these things a little bit. Right?

Gretchen Rubin: Yes.

John Jantsch: Yeah.

Gretchen Rubin: Absolutely. Absolutely. And once you know what the problem is you can fix it.

John Jantsch: A lot of times teams, within organizations, benefit from having diversity.

Gretchen Rubin: Yeah.

John Jantsch: Would you say that that’s true of these tendencies, that a good team is going to have these diverse tendencies?

Gretchen Rubin:  Yes, because they each have different strengths and weaknesses. Yes.

John Jantsch: As the leader of that team, how am I going to deal with that?

Gretchen Rubin: Let’s say that you are going to introduce a new kind of software and you wanted everybody to get on board and implement this. You might say, give a little presentation and explain why and then you could say to your team, “If you feel like you’ve heard enough about why we’re implementing this new software feel free to go back to your desk. If you would like to ask me further questions about why we felt like this was the right thing for us to do and why we’re implementing this change I am here to answer your questions.”

Then the people who don’t need any more questions answered can go and so they’re not drained and overwhelmed by all the questioner questions and yet the questioners are having the opportunity to have their questions answered, which is what they need to get on board. They need to have robust explanations.

Now, let’s say you have an obliger. Well, if you have an upholder boss, an upholder boss might say, “Hey John, when you have a little bit of time, would you mind running those numbers for me? I mean, no rush. Just whenever you can get to it.”

And I as the upholder would feel like, “Okay. This is an assignment that you’re going to feel responsible for getting to me in your own time.”

As an obliger, an obliger might feel like, “What? Is that even a real thing that I’m expected to do? I don’t even accountability to that. I don’t even feel like that really happened.”

It’s like, if I’m talking to an obliger, I’m going to be like, “I really would like to have it by Friday because I want to read it over the weekend, so please try to get it to me by Friday.”

That’s going to help an obliger, whereas an upholder maybe would prefer to have something more open-ended. With a questioner if you want them to do something, you could say to the questioner, “Oh, I’d really like to get that information by Friday” and the questioner could be thinking to themselves, “Yeah, but I know he’s not going to read it till Wednesday, so I’ll get it to him by Wednesday, but I’m not going to bust myself trying to get this done because he’s not going to read it.”

What I would say to a questioner is, “Could you please get it to me by Friday because I’ve got a long flight on Saturday and I know that that’s going to be a good opportunity for me to read the report.”

Then it’s so the questioner thinks, “That makes sense. I see the efficiency of me getting you the report on Friday because there’s going to be this great opportunity for this work to be done, so fine I will do it.”

I’ve given the reason for what … It’s not an arbitrary deadline.

John Jantsch: Right.

Gretchen Rubin: It’s a meaningful deadline and with a rebel, the obligers need the accountability, but rebels don’t do well with accountability, so with a rebel you want to be more like, “This is an assignment. This is something that you can choose to do. This is a challenge. This is the kind of thing you enjoy and you’re good at. This is what happens if you do it or don’t do it. It’s up to you.”

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John Jantsch: Check it out at grade.us/dt

All right. So, I took the quiz.

Gretchen Rubin: Oh, interesting!

John Jantsch: And I don’t think that I’ve given myself away yet.

Gretchen Rubin:  No, I don’t think you have.

John Jantsch: I’ll give you a hint.

Gretchen Rubin: Okay.

John Jantsch: When I go someplace and I want to do something and then somebody tells me, “Oh. Well we have a policy against that and it makes absolutely no sense, I am generally a very peaceful person, but I want to strangle that person. And I actually want to ask them how they live with themselves. Working in this organization that is having them enforce policies that make absolutely no sense.

Gretchen Rubin: Oh, well I know what you are right away. You’re a questioner.

John Jantsch: I am a questioner.

Gretchen Rubin: Yeah.

John Jantsch: However-

Gretchen Rubin:  Yeah.

John Jantsch:  Go ahead. Go ahead.

Gretchen Rubin: Because it’s like, “This makes no sense.”

That’s the questioner thing. Why are people such lemmings? Why do they do all this stuff that makes no sense? It makes them crazy about other people.

John Jantsch: And my wife wants to kill me, but I have once or twice said to people something like, “Can you live with yourself enforcing that policy?”

Gretchen Rubin: Right. Right.

John Jantsch: “That makes no sense like you can’t even explain it to me.”

Gretchen Rubin: But here’s a good example, talking about the workplace. Some workplaces would really value that and they’d be like, “This is a really valuable employee because he’s saving us all this time. He’s making us forced on why are we doing what we’re doing? He’s keeping us efficient. He’s keeping us lean. He’s keeping us focused and getting our time and our energies focused on something that’s going to get results. This is a really valuable employee.”

Another organization could be like, “This guy’s not a team player. This guy doesn’t trust authority. This guy’s always up in grill. He’s not helpful. I don’t like this. He is not a good team member.”

Same guy, same behavior, different organizations value it, other organizations might not. So, if you’re a questioner you might be thinking, “Well, how is this organization my questing and my drive for efficiency and justification because some place it could get me a bonus, some places it could get me fired.”

John Jantsch: That leads to … That’s why I’ve owned my own business, probably, all but five years of my life.

Gretchen Rubin: A lot of questioners say that. They’re like, “I don’t trust other people’s decisions. They don’t do their research. They make these stupid …”

They’re like, “I got to do it for myself because then I know everything’s going to make sense.”

John Jantsch: That begs a question of is a tendency better suited for something? I mean, because you say, “Oh a lot of …”

Just as you said, questioners start their own business. Do obligers end up in certain roles?

Gretchen Rubin: I think for just about everything, any tendency could do it in their own way. They could bring their own spirit to it, so certainly an upholder could start their own business. A questioner could start their own business. An obliger could start their own business. A rebel could start their own business. And they would bring their own spirit to it and they would have their own challenges and strengths within that.

There are certain patterns though. Rebels often gravitate to things where maybe every day is different. I’m going to visit a different field office every day or I’m going to be founding something where every day is a new adventure or maybe I’m in sales where I’m like, “Hey man. You can do everything you want as long as you make that sale.”

Because that appeals to the rebel tendency. Not that others couldn’t do it, but that there might be special value. For questioners, they don’t want to do something that doesn’t make sense and I remember I got an email from somebody who said, “Now I understand why I hate my job so much. I’m a tax accountant and I’m a questioner and I spend all day enforcing rules that are totally arbitrary and make no sense and it makes me nuts.”

It’s like, yeah, that’s not a good fit just for your nature. I don’t think that it’s as simple as, “Oh, you’re and upholder, so you should be an air traffic controller, but it’s helpful to think about why certain environments might feel more comfortable to you or you might be better suited to them.”

If you want to hire a lawyer who’s going to really push the limits of the law for you, I wouldn’t hire an upholder for that.

John Jantsch: Yeah.

Gretchen Rubin: If you want to hire somebody who’s going to be the super straight arrow who’s going to make sure that every i is dotted and every t is crossed, then you’re probably going to be well off with an upholder whose going to be really, really motivated to meet all those expectations. It’s just going to come more naturally.

John Jantsch: And in some cases it may be the culture of an organization may dictate your fit-

Gretchen Rubin: Yes.

John Jantsch:  -as much as anything.

Gretchen Rubin: Absolutely.

John Jantsch: One of the things when I read these things and it’s like, “Okay. You are this.”

Is anybody purely that or is there crossover or bleed over? When I read the analysis, nobody has ever accused me of that part of the questioner because I make decisions very quickly and I don’t use a lot of data. Is there a mixture?

Gretchen Rubin: Do people complain that you ask too many questions?

John Jantsch: No.

Gretchen Rubin: They don’t?

John Jantsch: No.

Gretchen Rubin: No one’s ever said that you drain and overwhelm them with too many questions?

John Jantsch: No, in fact-

Gretchen Rubin: Even in childhood when you were in school did they say?

John Jantsch: Oh yeah. Yeah. Yeah. Yeah. Well, yes.

Gretchen Rubin: Right.

John Jantsch: Yes. I wanted to know how everything worked.

Gretchen Rubin: Yeah. No, I mean, that’s very typical and that’s a problem that questioner children have because they’re like, “Why should I? Why should I memorize the multiplication table?”

John Jantsch: Exactly.

Gretchen Rubin: They really are waiting for an answer to that.

John Jantsch: Yes.

Gretchen Rubin: Well, the way I think that the mixtures works is I don’t think people are really mixtures, but the way that this comes up is if you think about it, every question, every tendency overlaps with two tendencies. So, you’re a questioner, in a way, and I am an upholder. In a way you and I share something in that we both readily meet inner expectations. In that way we’re alike, but in a way you’re like a rebel because rebels and questioners both resist outer expectations. And so, some rebels are more leaning towards upholder … I mean some questioners are more leaning towards upholder, which is like my husband and some questioners are more leaning towards rebel and so their tendency takes on a flavor. It’s more rebel like.

John Jantsch: Yeah.

Gretchen Rubin: And so there is a variation within the tendency. I would say, these people are still well within their core tendency of questioner, but for instance, some questioners really have trouble with speed limits and other traffic regulations, which to them seem arbitrary and totally unjustified. And so they’re like, “Well, why am I going to observe the speed limit because it makes no sense that everybody’s supposed to … I’m a great driver. Other people are terrible drivers. Why do we all drive 65 miles per hour?”

My husband is a questioner who leans towards upholder, so he doesn’t have problems with rules like that. Questioners who lean towards rebels, like really, really, really need a good justification for something or the really have trouble meeting an expectation. They almost look like rebels, but they’re still coming from this core place of, “Why should I?”

Where the rebels coming from the core place of, “You can’t make me.”

John Jantsch: Do you think that it’s pretty well documented, that any kind of these quizzes end up having, sort of, a bias. You’ve probably had thousands of discussions now with people that have taken this quiz. Do you feel that people readily say, “Yeah. That nailed me.”

Or what’s been the feeling as people have reported to you their results?

Gretchen Rubin: You mean how readily they recognize themselves within the tendencies?

John Jantsch: Yeah. Yeah. And noting that, at least everything I’ve read about surveys is that this kind of personality survey is that most people agree with them. In fact, I read one study where they had all these people take these surveys and then they just randomly gave them-

Gretchen Rubin: Oh, interesting.

John Jantsch:  -and 90% of them said, “Boy, you nailed me.”

Even though it had nothing to do with what you answered.

Gretchen Rubin: Well, that’s interesting I don’t know. I would love to do that and see what happened. I have to say even putting aside the actual quiz. I feel like these are totally obvious in the world and they aren’t easily confused. You do not sound to me like a rebel. You do not sound to me like an obliger. You do not sound to me like an upholder. You sound like to me, you sound like a questioner.

John Jantsch: Yeah.

Gretchen Rubin: It seems pretty obvious and I feel like as an upholder most people aren’t like me. I readily recognize that. I’m constantly astonished, now I’m not because I understand the tendencies, but it used to be like, “I don’t understand other people’s deal.”

They seemed really different from me and I really felt like the kind of person that I am and when I would talk to someone that I now know was another upholder we would completely agree. I feel like, maybe because this is so narrow, it’s just trying to explain one very narrow aspect, it does seem to me to be pretty clear what people are, but I would love to do something like that to test it or maybe to see if maybe there were a group of people where they all knew each other, have everybody identify what they think everybody else’s tendency is and then see how correlated they were.

One thing I’ve noticed is that if I’m speaking, if I’m speaking to a group, typically it’s a work group where people know each other. As I’m describing a tendency everyone will start to laugh and point to different people.

John Jantsch: Yeah.

Gretchen Rubin: Meaning they are saying, as I’m describing it, “Here’s the person. You’re describing somebody we know.”

And they think it’s hilarious. Some people are more extreme or more defined than others, but I do feel like people do … It’s not like astrology where, “Oh yeah, I’m totally that.”

It’s like, “I’m this and I’m nothing else.”

John Jantsch: And I do like, as you said, the very narrow focus on expectations because I think it does allow people to create situations in their mind of, “Oh yeah, I was doing that in that situation.”

So, Gretchen where can people find out more about the Four Tendencies and about your work?

Gretchen Rubin: At gretchenrubin.com. There’s a ton of information there about the four tendencies, a lot of resources, the quiz if you want to take the quiz, which is also at happiercas.com/quiz if you want to take the quiz. And I also have a podcast. Happier with Gretchen Rubin where I often talk about the tendencies of my sister who is an obliger and then I’m on Facebook and Twitter and Instagram, everywhere else as Gretchen Rubin and I love to engage with listeners and readers, so I encourage people to get in touch if they have questions or insights.

John Jantsch: Yeah, that’s interesting. I think we didn’t touch on this, but you do talk about children and tendencies and I wonder how tendencies vary inside of family units. I think my … I have four girls and I think they are all very different. I hadn’t really considered the tendency part, but I bet you there’s a lot of variance within family groups.

Gretchen Rubin: There is.

John Jantsch: Yeah.

Gretchen Rubin: Yeah, typically.

John Jantsch: Well, Gretchen, hopefully we’ll catch up with you the next time you’re in Kansas City. I sure appreciate you dropping by.

Gretchen Rubin: Excellent! So fun to talk to you! Thanks!

Advertisement: Hey! Thanks for listening to this episode of the Duct Tape Marketing Podcast. Wonder if you could do me a favor. Could you leave an honest review on iTunes? Your ratings and reviews really help and I promise I read each and every one. Thanks.

 

 

07 Sep 15:35

Split Testing: How to A/B Test Cold Sales Email Templates

by Sujan Patel

Split Testing: How to A/B Test Cold Sales Email Templates

Cold email templates save you the time you’d otherwise spend writing out individual messages by hand. But all templates are not created equal.

How can you tell whether the messages you’re sending are as effective as they could be?

The answer is A/B testing – a process which pits two versions of the same message against each other in order to determine which variation drives more desired outcomes. In the case of cold sales email in particular, A/B testing can help you get:

  • More opens
  • Link click-throughs
  • Replies
  • And conversions

Sounds great, right? Yet, despite the clear benefits, nearly 70% of email marketers surveyed by YesWare don’t use A/B split testing in their campaigns.

split testing cold emails

YesWare respondents provided three main reasons for not using A/B testing:

  • They don’t understand its benefits
  • Don’t know what to test
  • Or, don’t have the tools to test

Let’s break down each of these issues, in addition to exploring the solutions that will help anyone using cold emails in their sales process to take advantage of this powerful technique.

The Benefits of A/B Split Testing

To be 100% clear, if you’re sending cold sales emails, you can benefit from A/B split testing. Just take a look at the following case studies:

  • HubSpot used A/B testing to determine whether their audience responded better to emails that featured the company or a real person as the sender. Sending from a real person won, driving 0.53% more opens, 0.23% more clicks and 131 more leads.
  • An A/B test for Money Dashboard found that focusing on their business (with the subject line “Please put us out of our misery”) – rather than on recipients themselves – resulted in a 104.5% increase in opens for inactive subscribers and a 103.3% increase in clicks for active subscribers.
  • Wishpond used A/B testing to test the impact of adding “You” to their subject lines in emails intended to boost sign-ups to their VIP demo. Ultimately, they found the subject line “Social Media Stats You Need to Know for 2014” resulted in 11% more opens than “Social Media Stats for 2014.”

While these aren’t exclusively examples of A/B testing on cold sales emails, they don’t need to be. What these – and the hundreds of other case studies published online – demonstrate, is that split testing your sales emails can drive performance gains, no matter what you’re selling or what industry you operate in.

What to Split Test

Having ruled out the argument that A/B split testing isn’t important, let’s look at the most common response to YesWare’s survey: “It’s valuable, but I don’t know what to test.”

Determining what to test in your cold emails can be challenging – but not necessarily for the reasons you expect. Far from having nothing to test, marketers face a seemingly-endless number of options. That can make moving forward more paralyzing than if you had nothing to test at all.

That said, just because you can test everything doesn’t mean you should. Instead, I recommend starting with tests on three key areas:

  • Subject line
  • Opening line
  • Your call-to-action (CTA)

Subject Line

Since your subject line is the first thing prospects see in your inbox, it makes sense to start here, as improvements can translate directly into more opens (and then, potentially, more clicks, replies and conversions).

Review the best practices covered extensively online and choose one to test. For instance, an article on Hubspot suggests that, with “40% of emails being opened on mobile first, we recommend using subject lines with fewer than 50 characters to make sure the people scanning your emails read the entire subject line.”

Don’t overthink it. Test Hubspot’s wisdom for yourself by shortening the subject line of one of your existing templates and A/B split testing the two.

Opening Line

Depending on your recipients’ inbox arrangements, they may see your opening line as part of a preview before opening your message:

split testing cold emails

It’s up to you to make this opportunity count. Test different opening line variations, including:

  • A question versus a statement
  • A mention of a shared connection
  • A personalized tip or recommendation
  • One that mentions your company versus one that does not
  • “Small talk” versus getting down to business

Your CTA

Finally, test the specific action you’re asking prospects to take. While we all know not to ask for the moon on first contact, you may still see a major difference in performance by asking to send a proposal versus asking for a call back.

Only after you’ve tested these three items should you move on to other A/B split tests, which could include measuring the impact of:

  • Your use of personalization fields
  • The inclusion of imagery in your messages
  • Different fonts, font sizes or font colors
  • HTML versus plain text formatting
  • The length of your messages
  • How frequently you email prospects
  • Including a “PS” in your message
  • When you schedule your messages to be delivered

It’s not that these tests aren’t important. Focus on your big wins first – especially if the limited volume of messages you send makes it difficult to reach statistical significance.

Split Testing Tools

One of the beautiful things about A/B split testing your cold emails is that you don’t need a fancy monitoring system to determine whether or not the changes you’ve made are having an impact.

If your email marketing provider offers tools that measure statistical significance, that’s great. Use them.

But even if you don’t have access to these kinds of measurements, you can still benefit from A/B testing. According to Close.io’s Steli Efti:

“In the early stages of your startup, you will lack the data to make perfect decisions. Overcome this hump by gathering qualitative data and making intuitive decisions based on talking to customers.”

Efti recommends picking up the phone after sending cold sales emails to gather the kinds of qualitative data he mentions in the quote above. Asking what in your message resonated for recipients – if anything – can give you as much valuable insight for improving your campaigns as you’ll gain from running tests to statistical significance.

Ultimately, sending cold email messages to sales prospects is as much an art as it is a science. Combine the strategies described above with gut instinct and feedback from your prospects. Continually test new messages and new templates to find your winning combination.

What other tips do you have for split testing cold sales emails? Share your suggestions by leaving a comment below!

07 Sep 15:35

3 Insights on the Impact and Future of Business, Marketing, and Sales Operations

by Ellen Gomes

Operations occur near constantly across your organization through processes and details that you may never even be aware of. As a marketer, you’re likely most familiar with marketing operations, and hopefully, sales operations because of your partnership with sales, but then maybe less familiar with business operations. But when it comes down to it, operations and the people that power those functions are absolutely critical to the work you do and the smooth functioning of your business.

In a recent infographic, InsightSquared partnered with LinkedIn’s Content and Research teams to examine the basic characteristics of three critical operations roles—marketing operations, business operations, and sales operations. This blog will take a look at a few of the key findings and define some of the similarities and differences between the roles.

Operations 101

Marketing Operations

Regardless of whether you’re a marketer that leans more heavily on the art or the science of marketing, you need marketing operations (MOPS). A solid MOPS team is a critical resource to any marketing team and the broader organization. They operate at both a strategic and tactical level—working on key business initiatives down to day to day marketing activities. Some of their critical functions include managing the data and its flow in and out of your MarTech stack, acting as a liaison with other teams like sales, product, and engineering, and creating and enforcing guidelines for your marketing technology processes for team members.

Business Operations

Like marketing operations, business operations (BizOps) is critical to strategic and tactical functions of a business. There are tons of recurring activities that take place to help a business run efficiently and effectively and allow its leaders to make informed, thoughtful decisions spanning departments and processes. BizOps often sits at the center of those activities and helps by synthesizing data across the business into clear, and actionable insights. According to LinkedIn, this can mean coordinating complex sales and marketing strategies and evaluating the impact of those strategies on the bottom line. But, business operations do not stop there, as it often evaluates the success of programs against a long-term strategy, helps ensure transparency between departments, and report on top-line initiatives.

Sales Operations

Sales operations, like business operations and marketing operations, is a critical function to any business that sells something, especially if they have a sales team. Simply stated, sales and its processes are very measurable and tied directly to company revenue. With that in mind, and according to HBR, sales operations (SOPs) at most organizations is on deck to oversee sales performance—from territory alignment, customer profiling, to targeting activities, administer to the compensation plan and goal planning for the sales team, manage their CRM system and processes (and therefore work VERY closely with their MOPs counterparts), and provide data, analysis, modeling, and reporting for business review.

Key Findings

So, now with our understanding of how foundational our different operations groups are within our businesses, let’s take a look at some of the key findings of what it takes to be and hire operations professionals from InsightSquared and LinkedIn as they looked across thousands of data points.

Enterprises Invest More Heavily in Operations

There are more operations professionals at enterprise organizations, specifically very large enterprises than there are at their small to medium business counterparts. When I saw this stat, specifically the fact that the heaviest investment was in business operations versus marketing or sales, it made sense to me because larger organizations tend to have more disparate data and processes that need to be evaluated and understood in order to see the big picture. It was also interesting to look at the data and see that organizations in the 1001-5000 employee band seem to invest predominantly in sales operations while the next band, 5001-10,000 employees, invests more heavily in marketing operations. This may be indicative of the goals or challenges that organizations at these sizes face at this specific stages of growth.

There Not a Standard Certification

Now that you’re thoroughly convinced that operations are not only foundational to your success but probably a huge time-saver and resource you’re probably wondering, “How can I hire an A+ Operations person?”. Well, if you’re looking to hire an operations professional there are a variety of skills you can look for, but a standardized certification across business, marketing, and sales operations simply doesn’t exist. The data shows that while there are some certifications, a relatively low percentage of operations professionals get them and those that do seem to get them for their specific area of operations—for example, being a Marketo Certified Expert and working in Marketing Operations.

Industries are Investing in Operations at Different Rates

Operations—business, marketing, and sales—seems like a fairly critical function for any business, but the data shows that some sectors are adopting and hiring operations professionals at faster rates than others, and it varies based on the type of operations professional you’re looking to add to your team. You’re probably not surprised to see Technology & Software sectors lead the charge on business operations and marketing operations, but you may have been surprised, like me, to see that they don’t when it comes to hiring sales operations professionals. In fact, Retail & Consumer Products leads the way for sales operations hiring. More interesting, the same industries don’t appear for each type of operations, indicating that they may have some ground to cover from both a data and insights and the people-hiring perspective if they want to achieve at their peak levels.

The last finding? There is a definite demand for operations professionals. With over 60,000 open roles on LinkedIn, it seems the time is ripe for someone looking to work in this field. And if you think about how much data marketers, sales teams and businesses sift through on a day to day basis, hiring people to help them digest, and interpret that data to make intelligent and informed decisions makes sense.

Interested in learning more about the data? Check out the full infographic here.

Did any of these results surprise you? Or, how do you see and understand the role of operations at your organization either similarly or differently? Share your thoughts in the comments below.