How you can manage Customer Service Complaints

Everyone in business has to deal with an upset customer. The challenge is how do you handle customer service in such toughest situation? And make your customer satisfy.

How you can manage Customer Service Complaints, for any organizations. In the realm of customer service, developing a script to interact with customers is regarded as an antithesis way of delivering great service.
Customer service experts are not in the favor of scripted conversations and strongly rebuke the firms who do it.

As a result – customer service reps find it difficult to carry out their jobs, given the variable nature of customer interaction. They make blunders that cause irreparable damage to a business and its customer service standard.

Considering this complexity, here is a compiled list of ‘’field-tested” responses from the most renowned customer expert – Gregory Ciotti.

Read, tweak and use these as a reference guide to how do you handle customer service complaints?

  1. I do not know

There will be many situations when you will face customer queries, you don’t have answers to. Do not panic. You are not the only one to witnesses something like this. Moreover, many experts feel that a support rep’s responsibility is to make things right for the customer, and not to be an updated knowledge bank (true only if you are new).

Instead of using the cliché line, ‘’I don’t know” (which doesn’t help the customer nor you), try something different. Place the emphasis on the customer’s needs. Say…

‘’Great question, let me find that out for you right now.’’

This will sideline the fact that you do not know the answer and emphasize the point that you will take the necessary effort to find out the answer to the query.

2.  I am sorry

Researches have shown that even the best businesses find it hard to win back a severely angry customer. Most of them struggle to train their customer service reps in the right way when facing the brunt of an emotional, angry customer. This could be because customers’ anger is sometimes unjustified and incomprehensible.

While there is no definite solution in dealing with the angry, difficult customers, following the below-mentioned tactics can help to a large extent:

Apologize: Most often “I’m sorry” is a traditional mandatory response in these situations. Use phrases like – ‘’I’m very sorry that our product has been so disappointing, Please stay on the line I’ll make sure that we get this situation fixed for you.”

Remember, saying this does not necessarily mean that you are the person at fault. As a responsible support agent and brand ambassador of your company, you can apologize to the customer for the service not being up to the expectations.

Sympathize: Some customers feel valued when they hear the support agents empathizing to their problem. Hence use phrases like “I understand how upsetting that must have been.” This will make the customers realize that you understand their situation and most importantly are in their team.

Fix the emotional aspect: Surveys show the actual fix constitutes a small portion of the entire support process. Therefore, apart from concentrating on fixing the problem, make sure to address the underlying problem of the customer’s frustration and unhappiness. Calm them down and ensure to leave them happy at the end of the call.

3.  I need to transfer the call

Call transferring is the common instance where maximum support agents make the mistake of saying an unappealing response, i.e. ‘’Apologies, but I’ll have to transfer your call to Department XYZ.”

Result – customer annoyance.

Use sentences like –    ‘’I’m going to transfer your call to our specialist who is the best-suited person to answer your question.”

Benefit: Customers feel reassured that you have transferred the call keeping in mind the problem.  This is more pleasing than a vague “Sorry, you’re getting transferred,” response.

Note: No matter how you handle it, few customers jump for joy in a transferred call. In the words of Gregory Ciotti, ‘’there isn’t a single customer who likes hearing, that his call is being transferred. The moment the support agent mentions call transfer, the wheel of misfortune begins. Customers feel that their call will be aimlessly passed around without much benefit.’’

Tip: Such unfavorable instances can be avoided by having the right customer tools such as a Cloud CRM solution. As known, CRM acts as the central repository of all customer data, thereby providing complete visibility into the business. Starting from growing leads, identifying opportunities, closing deals to supporting customers – CRM facilitates all these important aspects. Using the CRM, support agents easily handle customer cases and share the knowledge over a common platform used by all. Hence, call transferring gets reduced to a negligible rate. ‘’

4.  I’m happy to help

Closing the conversation in the right way is the most important aspect. Remember this is not related to closing a sale but ensuring that the customer is satisfied at the end of the call.

Why doing this important?

Only 4% of customers express their dissatisfaction to a company.

With this in mind, it becomes imperative for you to take initiative proactively and ensure that you help your customers in the best possible manner. After all, you do not want to add to this harrowing statistic, right?

Use sentences like – ‘’before you go, is there anything else I can do for you? I’ll be happy to help.”

Result: Customers will feel free to clarify about other problems or ask for additional information.

Benefit: You leave your customers thoroughly happy and satisfied at the end of the call.

Remember, you would not like your customers to walk away with a problem/doubt only because they aren’t asked about it.

Tip: Using a Cloud CRM solution will give you an added advantage here. You can record the details of the customer call in the CRM system. Inevitably, this can help take future calls of the same customer.

With full behavioral and activity history of the customers in the CRM, before you attend the call, you do not have to depend on your memory to recall the last interaction you had. In fact, with the Cloud CRM, it will not really matter to whom the call gets routed to. Having the customer history in hand, it will be easy for any support agent to attend any customer.

5.  I cannot process this request

As a customer support rep, you will face tricky situations when you have to face customer requests you cannot say ‘Yes’ to. How should you go about this?

Most support agents find it tough saying a ‘No’ and hence either makes a false promise or bluntly refuse, resulting in low customer satisfaction score.

Remember how thoughtful and attentive you are to requests determine customers’ perception of your service quality. Hence, you need to find a middle way out. And the best way to do this is to showcase empathy and (if possible) the willingness to find an alternative.

For example –

‘’Mr. and Mrs. ______, I’m afraid that our company policy does not allow for this. However, can I perhaps look for some alternate solution for you?’’

Tip: You can note down these additional requests in the CRM. This can be a topic of discussion in the next meeting. After all, if too many customers demand for the same favor, your company can definitely think of bending the rule to accommodate it.

And then imagine the delight of the customers when you inform them.

‘’Just for our customers’ convenience, our company has bended the rule and given the exclusive provision of….’’.  Indeed it will create a magical effect.

When there is increased risks in investing on the manpower how you can manage Customer Service Complaints. It becomes difficult to handle such problems related to servicing and How you can manage Customer Service Complaints.

Patricia is a full time CRM consultant at ConvergeHub and part-time blogger. She has earned herself quite a fame as a specialist and market expert in CRM software. In the last five year she has worked with various companies as CRM consultant to help them move their businesses to cloud. Her expertise lies in offering cloud CRM consultation, CRM customization and integration solutions to small enterprises. For last one she is engaged in building ConvergeHub, cloud-based CRM solution for SMBs, as a consultant.Follow her at Twitter: @convergehub

Do check our skype integration and how to get customers related details content.

Box brings best File Sharing with management in ConvergeHub CRM

Box Integration with ConvergeHub CRM which will make file sharing & management easier within the crm software. Box is a document management service for businesses around the globe that lets you access and manage files from Box.

Box brings best File Sharing with management in ConvergeHub CRM. It is a document management service for businesses & entrepreneurs around the globe.

It has become synonymous with cloud storage and file sharing and is used by 180,000 businesses and 20 million customers to store documents, photos and videos, etc.

Over the last couple of months, we have got constant requests from ConvergeHub users for ConvergeHub and Box integration.

Well…the wait is FINALLY over!

We are very happy to bring you

ConvergeHub and Box integration, that lets you access and manage Box files from within the ConvergeHub CRM.

How does that sound??

This integration opens up options beyond file storage and file sharing, such as document editing and file collaboration. It breaks barriers between content and sales.

Think yourself:

 

CTAButtonBox

Documents are a core part of your business. Every activity, process and department is driven by it.

By integrating Box within your ConvergeHub account, you bring client relationship management and file sharing & file management under ONE Roof.

This results into a compelling scenario where your team can collaborate on presentations, contracts and proposals, share large files, share documents online with customers on the go, process work faster and be more efficient.

Isn’t it??

ConvergeHub & Box Integration Allows You To:

  • Access all of your Box files and documents from online CRM itself.
  • Quickly attach any and all Box files and documents to contacts, sales leads, projects, support cases, and more in it.
  • Keep relevant documents associated with customer records, sales, marketing, support and billing in a centralized ConvergeHub repository
  • Edit and revise all of your Box documents from within customer management system and get the same reflected in Box too.
  • Keep your sales, marketing and support teams on the same page in relation to which Box contents have been shared with which customer and which contents have been previewed, edited or downloaded.
  • Attach Box files while mailing to leads, customers and partners etc from within ConvergeHub.
  • Keep it simple, secure file sharing and collaboration from anywhere.

Benefits of ConvergeHub CRM and Box Integration

1. Have a digital briefcase

Post the integration, every folder and document that is stored in your Box account appears in ConvergeHub Library. That means reduced administrative burden as you do not have to constantly hop back-and-forth between CRM and Box.

You can access all important product information, marketing assets and sales presentations directly from within ConvergeHub, without switching between multiple screens.

Time Saving!!

Most relevant contents are at your fingertips and you can increase your work efficiency by having the latest version of all collaterals readily available.

2. Edit Box documents within ConvergeHub

This integration is not just about displaying Box files but also being able to edit them from within ConvergeHub.

So whether it is a word document, spreadsheet or presentation – you can edit it directly in ConvergeHub CRM, without having to separately log into Box.

If you edit verbiage of a Box file in ConvergeHub, the change will take effect in Box too.

This smooth content transition will ensure that all your files always remain up to date, whether you view them in ConvergeHub or Box.

3. Close deals on the go

With ConvergeHub and Box together, you can access customer data and collaborate on proposals and contracts on the go, on any internet- enabled device.

Relevant content – such as sales collateral, invoices, contracts, and purchase orders are accessible and shareable within the CRM application.

So you can share content freely with your team, customers, partners and prospects from within your CRM Software and also keep a track when proposals and contracts have been viewed, downloaded or edited.

You will be empowered to customer service & engagement and accelerate your sales process smoothly.

Next Step

Impressed by the benefits??

So wait no further. Integrate your Box account with ConvergeHub CRM and bring organization-wide collaterals and customer records in one platform to SEAL the DEAL faster.

This will remove bottlenecks in sales as you do not have to waste time searching for the right attachments among the hundreds of files you have.

Box for ConvergeHub gives sales a quick and easy solution for managing and sharing their files from within web based CRM.

How To: Integrating and Using Box within the ConvergeHub CRM

Integrating Box with Converged CRM is an easy and straightforward process. All it will take is a couple of minutes.

>>> Click on “Admin Settings” to go to ConvergeHub App Store.

Click on “Admin Settings” to go to ConvergeHub App Store.

>>> Click on “App Store” option under “App Setup” section in the left panel.

Click on “Admin Settings” to go to ConvergeHub App Store.

>>> Read details about Box app in ConvergeHub App Store.

Boxapp in ConvergeHub App Store

>>> Go to ConvergeHub Library under Collaboration module.

Go to ConvergeHub Library under Collaboration module

>>> Click on ”Connect to Box” option in ConvergeHub Library. Provide your Box account login credentials in the pop up and click on ”Authorize”.

Connect to Box option in ConvergeHub Library

>>> Click on ”Grant Access to Box” that will connect Box account with ConvergeHub.

Click on ''Grant Access to Box'' that will connect Box account with ConvergeHub

Once your Box account is connected with ConvergeHub, find the Box folder inside ConvergeHub library.

Box account is connected with ConvergeHub Click on Box folder to view all the files stored in it.

Box folder to view all the files stored in itClick on ‘File Options’ dropdown to download, delete or move/copy the file from one folder to another. Please note the actions taken here will reflect in your Box account too.

File Options dropdown to download, delete or move/copy the file from one folder to another.

>>> Attach any and all Box files and documents to contacts, sales leads, projects, support cases, and more in ConvergeHub.

Box files and documents to contacts, sales leads, projects, support cases, and more in ConvergeHub>>> The attached files will appear in the sub panel in the details page.

The attached BOX files will appear in the sub panel in the details page

Conclusion

We are pleased that we have been able to integrate with Box – the most preferred choice for online storage and file sharing.

Hope you find this integration useful for your document management. We would love to hear your feedback.

CTAButtonBox

 

Not an existing ConvergeHub User?

Sign up for ConvergeHub CRM now.

Be one of the many thousands of businesses using ConvergeHub to manage their entire operations. Easy and effective – the best part is you get started with it in minutes.

Learn about ConvergeHub CRM through the following ways:

Thank You!

P.S. Twitter is a great place to reach us.

https://twitter.com/convergehub

Looking forward to see you there also.

Best Online Marketing Strategies for Startups

Getting your brand in front of many eyes is difficult. While marketing tips and tricks come a dime a dozen these days, very few are actually helpful.Consumers are bombarded with millions of marketing messages per day – your marketing has to stand out above the rest. Let’s discuss 5 best online marketing strategies that may help your business get more visibility.

Best Online Marketing Strategies for Startups. Getting your brand in front of many eyes is difficult.

While marketing tips and tricks come a dime a dozen these days, very few are actually helpful.

Consumers are bombarded with millions of marketing messages per day – your marketing has to stand out above the rest.

Let’s discuss 5 Best Online Marketing Strategies that may help your business get more visibility:

1. Build Community On Twitter

Social media is one of the most cost effective ways to market your startup.

You get the opportunity to present your business to a buying community. Try to tweet three to five times a day to ensure you’re actively engaging your audience.

Since the attention span on Twitter isn’t very long, businesses have to.

Try to take advantage of features like direct message, re-tweet and lists to capture followers as they come and engage as much as possible. Your followers may become your customers.

Make sure you avoid over promoting your business and try to share educational content and third party content when possible.

Tip: Twitter provides a good amount of organic engagement. If you want to get more out of Twitter, try some paid solutions for businesses that allow you to do sponsored tweets and get more engagement.

2. Create Special Offers

Very few of us can resist the appeal of a special offer. Reports suggest that four out of five consumers use special offers for both online and offline shopping.

Also, 50% of consumers readily try out new products and services if they’re provided with irresistible special offers.

Include special promotions in your marketing arsenal. Distribute them through your marketing channels for best results.

Use your CRM solution and run campaigns, on a specified date and time, promoting your offers.

Not only will you be able to build your email list with targeted consumers who want to hear about your offers but you’ll also get more conversions on your offers.

3. Participate In Industry Forums

As an owner of a startup, your instinct may push you to sell to everyone you meet with but this is the wrong approach.

Remember this is the Age of the Customer where hard-core sales pitches don’t work. Customers are the king and they demand engagement.

While there’s nothing wrong with flaunting your brand now and then, it’s important to do it intelligently.

Participate in discussions that revolve around your business. This will give you the opportunity to engage with your target demographic without looking like you’re just trying to advertise.

Also, look for complementary products and services and promote them in your social profiles.

This will help build credibility (if you’re promoting a product/company that people already know, like and trust) and it could help you form a key alliance with that brand (and potentially help you bring in more money together with that company versus alone).

The alliance’s customers can also get wind of your product through your cross-promotion – win-win for everyone!

4. Conduct Webinars

Webinars allow you to showcase your expertise on a certain subject to a group of potential prospects.

Webinars position you as the authority and thought leader in your space and help build credibility. At the end of the day, people do business with people – not companies.

Hosting webinars allows your prospects to put a face with a name and to see that you’re a real person and not some scam on the Internet.

Webinars allow attendees to get a better understanding of who you are and what you do.

They can really get key insights and knowledge into your business and decide whether or not they want to do business with you.

At the same time, you get to know your target audience, their needs and their greatest challenges. In doing so, you precisely understand what your audience wants and can tailor your products and services accordingly.

5. Write Press Releases

No matter what industry you’re in or how small or big your company is, you can always benefit from press releases.

Press releases are globally distributed news briefs which allow you to showcase new and exciting product updates, releases, collaborations and more with the community.

Your press releases can also get global coverage in trade journals, magazines, blogs, and inside other publications in your industry.

Consumers look at you as subject matter specialist and are more inclined to purchase your products and services.

Also, whenever the media needs an expert perspective on your industry’s events/stories they contact you. Inevitably, this further boosts your company’s visibility.

Also Read – 9 Powerful Marketing Strategies To Grow Your Business Faster

Final Thoughts

Today, deciding on a marketing method is difficult, particularly, when you are a small or mid-sized business with a limited budget and minimal resources. However, if the right channels and tactics are selected and incorporated then results are bound to show.

Download 5 Best Online Marketing Strategies

 

Not an existing ConvergeHub User?

Sign up for ConvergeHub CRM now.

Be one of the many thousands of businesses using ConvergeHub to manage their entire operations. Easy and effective – the best part is you get started with it in minutes.

Learn about ConvergeHub CRM through the following ways:

Thank You!

P.S. Twitter is a great place to reach us.

https://twitter.com/convergehub

Looking forward to see you there also.

Best SMB CRM ConvergeHub Feature Focus: Ad-Hoc Reporting

The ability to dissect information is important for small & medium businesses. It enables them to identify the strengths and weaknesses and accordingly strategize to rectify the loopholes. ConvergeHub CRM brings the power of business intelligence within its web application. And what makes this really helpful is that apart from the 20 built-in reports, Any small & medium businesses can generate personalized business reports or sales report, depending on their specific work demands. There are a variety of reporting components available that include summary report, tabular report and matrix formats along with pie chart, bar, line, donut charts and funnel.

Discussing Best SMB CRM ConvergeHub Feature, how ConvergeHub is helping its clients. The ability to dissect information is important for small & medium businesses. It enables them to identify the strengths and weaknesses and accordingly strategize to rectify the loopholes. ConvergeHub CRM brings the power of business intelligence within its web application. And what makes this really helpful is that apart from the 20 built-in reports, Any small & medium businesses can generate personalized business reports or sales report, depending on their specific work demands. There are a variety of reporting components available that include summary report, tabular report and matrix formats along with pie chart, bar, line and donut charts.

After a lot of consideration, you finally invest in a CRM with the goal of improving business performance.

The way most companies measure business performance is through sales / business reporting.

You’re probably expecting your CRM to come equipped with all of the necessary reporting tools. For example, maybe you want the CRM to pull a weekly sales report that shows you exactly what’s working and what’s not in your business.

All of this can be accomplished with the right CRM system that includes robust reporting functionality.

Many small & medium businesses aren’t able to use their customer relationship management systems as they were intended to be used because of very basic reporting features or business reporting features that are not user-friendly.

If your CRM Software doesn’t empower you to analyze and track key business metrics, then you are unable to tap into the power of your business reporting. This essentially means that all of the manually entered information or integrations you’re using to bring data into the CRM are completely pointless — the information goes unanalyzed and wasted.

Does this sound like your situation?

If this is your situation, I’m here to tell you that you don’t have to be in that situation any longer because ConvergeHub CRM solves that problem for you. It is a full-featured Customer Management Systems that is offering a full suite of business reporting tools for any small & medium business.

In order to make informed decisions, you need real-time updates on business performance report – this happens through data analysis.

ConvergeHub functions as an on-demand reporting and business intelligence solution that helps you get key performance indicators for your business.

It enables you to analyze company data and create insightful business intelligence reports.

What does that mean?

Sales, marketing and support professionals can analyze data to get a better understanding of the health of your business. You can pull a report on almost anything within ConvergeHub CRM. With this information, you can make better data-driven business decisions.

What is ConvergeHub’s Ad-hoc reporting?

ConvergeHub’s ad-hoc reporting tool allows you to create simple and sophisticated reports for all of your different departments on-the-fly. All modules (sales, marketing, service, collaboration, activities, tools, and billing) within ConvergeHub CRM have this feature and allow for a cross-functional approach – best for teams. For example, you can create a sales report linking other modules such as marketing and billing.

You can instantly EXPORT these sales reports into a PDF or Excel file and use the data as you choose.

Below is a list of the different types of reports within ConvergeHub.

Types Of Ad-Hoc Reports in ConvergeHub CRM

1. Summary Report

Summary Report - ConvergeHub CRMThe summary report is commonly used as the source report for your dashboard. The dashboard gives you some key performance indicators right on the home screen – you get to see the data that’s most important to your business without having to lift a finger. You simply set it up and forget it. ConvergeHub CRM will display the data each time you log in to the application.

It is ideal for showing information based on broad categories such as deals grouped by sales stage or leads grouped by industry.

The summary report allows you to create groups of data and design charts based on them.

2. Tabular Report

TabularSimilar to a spreadsheet, the tabular report is the simplest and fastest report format where data is displayed in the form of multiple columns.

It is ideal for creating lists of records such as contact mailing lists and activity reports.

3. Matrix Report

MatrixReport-ConvergeHubCRMUnlike summary reports, the matrix report allows data to get grouped and summarized by both rows and columns.

10 Reasons To Consider ConvergeHub’s Reporting Tool

1. Real-Time Reporting – Built For Non-Techie People

You can easily generate business reports by yourself – no time is wasted having to call IT or submit a support ticket. Configure the report you need with the help of the built-in reporting wizard (walks you through how to create your reports step-by-step).

Most of the popular CRMs limit their reporting features to a set of pre-defined reports that don’t give you the business insights you need. Because of this, you’re stuck with plain vanilla reports that don’t allow you to make intelligent business decisions.

The CRMs that do offer custom reporting don’t make it easy for you. You’re stuck with a complex system that requires IT support.

ConvergeHub CRM breaks down this barrier for you and gives you time and energy back – two things money can’t buy. The TIME and ENERGY gain can be put into other projects you’re working on – much better than having to wait on a support team to help you run an your sales report or business report.

Enhance the effectiveness of all your business reports with visual representation tools. Select from a variety of charts (pie chart, bar chart, line chart and donut chart) to provide a quick view of deal flow (win/loss analysis, average deal size and more).

3. Set Criteria

Implement one or multiple advanced filters to generate report results based on your defined parameters.

4. Schedule And Share Reports Easily

Schedule reports (to run daily, weekly, monthly or annually) to be emailed automatically to your chosen colleagues, channel partners and other business associates. You can also export report to CSV or PDF formats for offline access.

5. Organize Reports– No Need To Run A Report Each Time

You can easily find all of your ad-hoc reports listed on one page – bye bye to double work (pull the report once and it’s saved for a lifetime). You can bookmark the critical reports or even use the ‘advanced search’ option to quickly find specific reports.

6. Embed Your Reports Into The Dashboard

Add critical sales funnel and marketing campaign reports to your dashboard. Share reports in the form of ‘dashlets’ with your team to stay on top of business goals.

7. Delete And Edit Reports

Use the ‘edit’ function at any time to change elements of your business report. For example, if you have new information based on economic factors, this may be a good reason to edit the report (to make sure those factors are taken into consideration). When needed, you can completely remove the report altogether from the CRM software.

8. Round-The-Clock Access

ConvergeHub is cloud-based CRM software which means that you can access all effective weekly reports online from any location at any time.

9. Do Collaborative Analysis

Is your data scattered in multiple files, databases and online or offline business applications? No worries!

You can import data into ConvergeHub CRM from different sources and blend or merge the data to create cross-functional reports. For example, you can combine your marketing data stored in a spreadsheet with your sales data stored in the CRM to create a marketing report vs. sales report.

10. Increased Productivity

Timeliness of information ensures greater productivity.

Ad-hoc reports give insight into marketing campaigns, pipeline management, the sales cycle, customer support, and team performance.

These are just some of the questions you’ll be able to answer:

  • What are the quarterly sales projections?
  • What’s in the sales pipeline management?
  • What’s the average length of the sales cycle this quarter?
  • How efficiently are customer issues being taken care of?
  • How many leads are processed this month?

You can use this data to carefully tweak and improve your operations which in turn greatly impacts the performance of your business and increases productivity.

Take-Aways

  • The ConvergeHub reporting feature lets you design, customize and generate personalized reports quickly and intuitively for a robust data analysis experience.
  • You can track key business metrics daily — specific to your requirements. This ensures that you’re always up-to-date on business performance.
  • You can plan ahead and confidently implement new procedures to scale your business.

Next Steps…

Impressed with ConvergeHub CRM’s ad-hoc reporting feature?

Get a FREE copy of the business reporting kit now !

Here’s what you get for FREE:

1. A personalized PDF copy of this full-length blog

2. Bonus Blog: Top 3 Most Useful Reports For Any Industry.

To see the reporting features in action, sign-up for a free trial and experience the power of ConvergeHub CRM’s business reporting functionality.

Comment below and let us know what your biggest reporting challenge is. We’d love to hear.

Related Articles

Feature Focus: Web-to-Lead Forms for ConvergeHub

Web form is an important element of online marketing campaigns. But most businesses fail to leverage this gem because of technical aspects involved. Converged CRMs allow you to easily build customized web forms and publish them on your website or landing page. You can also share the web forms directly with your sales and marketing agents, partners or targeted leads. All captured leads get directly synced into the CRM with immediate notification sent to the assigned sales agent. This speeds up the follow-up process and improves conversion rate.

Web form is an important element of online marketing campaigns. But most businesses fail to leverage this gem because of technical aspects involved.

Converged CRMs allow you to easily build customized web forms and publish them on your website or landing page.

You can also share the web forms directly with your sales and marketing agents, partners or targeted leads.

All captured leads get directly synced into the CRM with immediate notification sent to the assigned sales agent. This speeds up the follow-up process and improves conversion rate.

Your leads are only as good as your campaigns.

A well-planned campaign assures that you’ll bring in quality leads for your business.

With all the data out there on the internet – it gets hard to choose which factors need to be considered for your digital marketing campaign.

So how do you plan for a successful campaign?

ConvergeHub Web to Lead Form Kit

Web forms can set your campaign up for success.

What are web forms you ask? Web forms allow users to enter data that is sent to a server for processing. They’re extremely useful in collecting contact information from leads and can be huge for digital marketing campaigns.

62% businesses don’t use web forms enough — or at all because they do not have the right resources and tools available to them. (Kissmetrics)

Your business doesn’t have to be included in the 62% of businesses that don’t use web forms enough. If you’re looking to have a lead capturing machine, web forms are essential and transformative for your business.

Here are some of the benefits of web forms:

1. Build forms without writing a single line of code

Web forms are unique in the way that they give you the ability to control the type of information you collect from your leads.

But most businesses do not create web forms for fear of technical difficulties. For those that do, countless hours are wasted involving IT teams in designing the forms.

Consequently, this makes it a highly complex and tedious process.

ConvergeHub provides a tool through which you can build and design the web form you need, in a snap.

Highlights include –

  • Add fields:

Drag and drop the required fields in the form. By providing specified fields, you ensure that your leads give all the information you need.

Note:

In addition to the conventional fields such as First Name, Last Name, Email and Address, use the ‘Document’ field if you want your leads to upload files into the forms.

  • Set fields’ font type and form layout:

Change the font type of the fields’ names. Make them bold and italic, underline them or strike-through. Modify the alignment of the fields. Insert links, videos, images and more.

  • Change fields and button name:

You can edit field names and change the call-to-actions.

  • Specify landing page URL:

Provide the URL of the web page to which the leads will be redirected, once the web form is submitted.

  • Add a form description and success message:

You can add a description to the form and tailor a success message that will appear once the form has been successfully submitted.

  • Insert Google Analytics code:

Measure the effectiveness of your marketing efforts. Use the Google Analytics code to track how many leads visited the web form and how many actually filled out the form.

You can also see which websites referred the visitors to track the source of all incoming leads.

  • Preset certain values for all the leads:

Decide the following details of the leads beforehand – Salutation, Lead Source, Status, Industry, Type, and Country and so on. Target the audience based on this pre-defined criteria.

2. Publish the form anywhere

The form’s code is available in two different formats – HTML source code and embed code. Use them to publish the web form on your website or landing page.

You can also use the live URL to share the web form with your sales and marketing agents, partners or directly with the targeted leads.

3. Capture leads directly from the form into the CRM

There are many web forms out there that capture leads. The real question is, do these leads sync with your CRM? Is there an automatic import?

If the answer’s not yes then you may want to re-consider the web form you’re using.

Web forms have been around for a long time now and perform the same functions. But with ConvergeHub, the critical difference is that you have the power to automate the import of leads from these forms directly into the CRM.

As soon as your prospect fills and submits the web form, the information gets immediately captured in ConvergeHub in an organized fashion that allows you to nurture them later on.

This makes ConvergeHub’s Web forms instrumental in quick lead generation.

ConvergeHub offers both sample and customizable web forms. Use them and turn your digital marketing campaigns into lead generation machines.

As these forms dramatically simplify the process of capturing lead information into your CRM system, they reduce the management and administrative burden on your team.

The time-consuming task of data entry gets removed altogether as lead information does not have to be manually re-keyed into the CRM.

There’s no need to be concerned about making errors in entering emails, phone numbers or contact names. Because of this data quality and accuracy are ensured.

4. Automatically assign leads to the sales agents

”The effort that small businesses give on running lead generation campaigns gets wasted due to the assignment process.” (Marketing Digest)

Manual lead assignment slows down the lead nurturing and qualification process. In 9 out of 10 occasions, by the time the lead gets assigned to sales and marketing agents, the opportunity of closing the deal is already lost.

ConvergeHub brings a quick fix to this problem. It creates the ideal situation, where your leads automatically route to the correct sales agent without you having to touch a button.

How does this happen?

Well, while building the web form in ConvergeHub, you can select the sales agent for all the leads.

This ensures that all captured marketing leads are assigned to the right sales representative quickly and efficiently with a powerful routing engine.

As a best practice, the respective sales agent gets immediately notified about the captured marketing leads.

You can also set-up an auto assignment and workflow rule in ConvergeHub to notify the lead that their details have been received and a sales person will be in touch shortly.

How this creates value?

  • Streamlined lead assignment processes help increase business productivity and decrease manual lead assignment.
    More time is available for you to focus on other important factors in your business.
  • Sales agents know about new leads in real-time, empowering them to follow-up immediately and close deals faster.
  • Customer experience improves due to the fast response times and better service.

5. Use the compelling combination of CRM and web-to-lead forms

Once people have invested time in filling out your form, they look forward to your response.

In such a situation, both speed and quality matters. You might respond to the lead within 30 minutes, but if it’s not up to the mark in terms of quality and relevance, it will fail to serve the purpose.

To hit the bull’s eye, you need to frame a response – personalized to your lead’s requirements. And this cannot happen if your web forms and customer management applications are un-integrated.

Converged CRMs enable quick lead-to-opportunity conversion by integrating web-to-lead forms within the platform.

Not only does your sales team get leads instantly from the forms but they also gain access to detailed customer intelligence in real-time, for effective nurturing and qualification.

Having full-view of customer data in the CRM puts sales agents in an advantageous position to quickly deliver a personalized response that’s well thought out.

This 1:1 approach over a period of time enables sales agents to win the trust and confidence of the prospects and close more deals.

Web-to-lead forms are critical for successful lead generation and customer communication.

Converged CRMs simplify web-to-lead form creation, reduce administrative burden, remove data entry glitches, speed up lead generation, shorten the sales cycle and improve conversion.

Not to mention, marketing initiatives get precisely analyzed and ROI of campaigns get accurately calculated — truly a win-win for small businesses!

Next Step…

ConvergeHub Web to Lead Form Kit

To see the web-to-lead form feature in action, sign-up for a free ConvergeHub trial.

We want to hear from you!

Comment below and let us know how you plan to use web forms in your business.

Boost Your Conversions With Dynamic Landing Pages

In just a few seconds, Landing Pages lose a huge chunk of their visitors, forever. Anyone who’s ever used Google Adwords or Facebook Ads, has felt this pain. Conversions is the ultimate aim for every marketer and bouncing visitors are a huge drain on their budget.

Landing page optimization how it can help you? You’ve heard of Landing Pages, but what are Dynamic Landing Pages?

In just a few seconds, Landing Pages lose a huge chunk of their visitors, forever. Anyone who’s ever used Google Adwords or Facebook Ads, has felt this pain. Conversions is the ultimate aim for every marketer and bouncing visitors are a huge drain on their budget.

So what can we marketers do?

The first step to take control of conversions is to build a dedicated Landing Page for your campaign. Or better yet, for each ad within that campaign.

Chances are, this is a step that you’ve already taken and you’re now ready for the advanced strategy. It’s time to make your landing pages go dynamic!

A dynamic landing page is one that appears different for every website visitor. Or in other words, it’s personalized. The content on the page is adapted to appeal to each visitor based on one or more triggers.

These triggers could be the visitor’s location, the page he/ she is coming from, the visitor’s age, the visitor’s gender, or the device that he/ she is using and so on and so forth.

Here are 4 examples:

1. The Returning Visitor

When someone leaves your page and returns for a second or third or fourth time, you know that they have some level of ‘intent’ to engage with you. So then, if your page failed to engage them the first time – why not shake things up a little bit?

Try offering a freebie download in the second visit to at least acquire the visitor’s contact details.

Perhaps, pop-up a chat window for the 3rd visit – maybe a friendly face will convince them to start engaging.

2. Location

You can track the city/ town location of your visitors based on their IP. You can cater your message to that particular city/ locality. So, last month you could have had a headline or pop-up saying ‘Go Cubs!’ with the team mascot to visitors from Chicago.

You can even combine location data with weather data to offer a combined message. For example if it is snowing hard in Detroit, a restaurant could offer a big coupon via their website to motivate people to get out of their homes!

3. Dynamic Text Insertion

You can easily insert two types of data on your landing page or website using attributes via the URL.

First, if you’re using search advertising then you can insert the search keyword/ keyphrase (Have a look at utm_term on how to set up this kind of attribution)

Second, if you are sending an emailer with CRM data tags such as first name, company name etc. then you can easily insert these tags into the landing page experience as well. Maybe a CTA button which says, ‘Give it a try, John’

4. Time of Day

Happy Hours? Off-peak hours? Rush hour? You can program your messaging to resonate with your visitors. Maybe they’re hungry? Looking to play? Looking to get home?

Whatever the intent – you can align your message!

How does a Dynamic Landing Page help conversions?

Each visitor to your page is unique, but the website treats them all the same. Chances are that Michelle, a 28 year old, Democrat, Doctor from San Francisco and Tim, a 60 year old, Republican, retired School Principal both visit the same holiday’s website but they’re each looking for something different.

A dynamic landing page would recognize specific attributes about the visitor and adapt the content.

1. It’s the age of instant gratification. Visitors to your landing page take about 5 seconds to decide whether they want to give you more attention or go away. If you are not working towards capturing their imagination within 5 seconds, then you’ve lost the game.

2. Companies like Amazon and Facebook have proven over the years that personalization works wonders to improve engagement and conversions. Their recommendation algorithms have become quite sophisticated over the years – but you can definitely start with quick wins!

3. Personalization breeds trust. It’s the same reason you go to the barber who knows your taste rather than go to a new barber every-time.

4. Dynamic pages are refreshingly new. Visitors are pleasantly surprised by seeing new content in a helpful manner.

5. Last, but not the least, it helps make an impression which improves your brand-recall and mind-share. Who doesn’t want to be popular?

So, go ahead and give it a try. You can build dynamic landing pages at www.sunnylandingpages.com

Use your ConvergeHub Web to Lead embed code to directly get your leads into your ConvergeHub CRM account!

 

How Productive Are You Really? Measure Your Productivity Level

Posted by Patricia Jones [Infographic] People who are busy throughout the day are perceived to be the most productive. But is that really the case? Busy means tackling excessive tasks that leave you overwhelmed, overworked and potentially exhausted. On the contrary, Productivity means the usage of time and resources wisely to finish all the tasks in less time and achieve success. As an entrepreneur you need to be efficient rather than being busy. And this can only happen when you change your attitude and use some of the leading productivity tools available in the market to increase it. This blog is about the difference between being busy and being productive through a detail infographic; to check your productiveness.

How to Measure Productivity Level? Many times we label busy people as productive at work– but is that really the case?

Busy doesn’t always equate “to be more productive”.

More hours on the job doesn’t mean value-added or more progress made – it simply means more time at work.

Being busy can also mean you’re overwhelmed, overworked and potentially exhausted.

Whereas, productivity means time and resources are being used wisely; you complete more tasks in less time and achieve success.

Productivity gives you a sense of achievement and fulfillment in your work and life.

As your business grows the workload increases. You might not have the budget for additional resources to get it all done.

Each of these things help you achieve a common goal – PRODUCTIVITY. Before you can achieve performance, you first have to figure out how productive are you at work or business.

Below, you’ll see Productivity Infographic that takes you through three different scenarios – each leads to a different level of productiveness;

1. Productive

2. Not Productive

3. Somewhat Productive

To figure out where you fall on the productivity scale and get actionable tips, keep reading to measure your productivity.

How to Measure Productivity Level

Conclusion

It becomes extremely important to optimize your business for upmost competence. So, how do you do that, What are the ways to improve productivity and efficiency?

    • What areas are you spending too much time on?
    • What do you feel could be improved?
    • Which routines are most important in your day to day life and/or business?
  • What process could be more streamlined?

By answering questions like these, you’re able to see ; What the weak areas are and how to improve upon those?

And there is an easy answer to it– Productivity tools or Systems. Putting systems in place take you from manual overload to automated machine.

Your business can operate even when you’re not around.

Systems are extremely important not only because they take your business to unimaginable heights but also because they’re extremely efficient and allow you to get more done with limited to no human capital.

Systems are organized methods to getting things done.

A system can be anything from a sales funnel or a drip campaign to software and hardware.

Or without going too far one of the best tools is an employee productivity monitoring software, which allows to track workers’ wellbeing and performance. It will show possible mistakes, achievements, the overall work process and help manage to make it better. Such tools provide an opportunity for employees to work more efficiently and contribute to business success.

Now you have found, what is your productiveness level, and you will definitely try to improve it.

Find out :How to Improve Productivity at Work?

Share your thoughts with me as well.

Are you as efficient as you thought?

Best CRM to do Business planning to execute your Business Goals

December is the time when we make a promise to do an act of self-improvement in the new year. This is called New Year goals. According to experts, small business owners should evaluate the nature of their operational processes and decide upon what goals or directions to take in the upcoming year. This blog shares some great New Year Business Goal Ideas and also gives tips on executing the business plans.

Best CRM to do Business planning to execute your Business Goals gives peace of mind and proper distribution of information to the members and clients. December is the time when we make a promise to do an act of self-improvement in the new year.

This is called New Year Goals.

According to experts, small business owners should evaluate the nature of their operational processes and decide upon what goals or directions to take in the upcoming year.

This blog shares some great New Year Business Goal Ideas and also gives tips on executing the business plans.

NOW – Where does your Business stand this year?

This question may be going through your head this very moment as you reflect on 2016.

You’re probably making all kinds of New Year’s Resolutions that are short-lived, generally only lasting a couple days or weeks before they eventually die off into the dust.

Here you will learn to make goals for next year, not resolutions.

Resolutions are short-sided and often don’t produce results whereas goals can be achieved if you write them down with specific deadlines.

Some of your business goals for this New Year 2017, may be to tap into new market territories, decrease costs, improve cash flow, retain customers, creating niche in market & more.

Whatever your goals are, make sure they’re in line with your business strategy and attainable in one year’s time.

Here are 3 buiness plan ideas that will help you set your business goals for 2017.

Write down or Download the blog as PDF in your Desktop FREE!

NEW YEAR BUSINESS PLAN TIPS

1. Make Your Business Plans in Advance

Business Goals Planning

Try to make business plan in advance. If you have not done, do it right now. This is the first step towards Ramping up your Business in for the coming NEW YEAR.

Sit down with your team and do some intense brainstorming sessions to prepare an action-oriented business plan.

The plan should include business goals that are aligned with your brand and go-to market strategy as well as deadlines and budget data.

The plan should identify the current and future obstacles along with a roadmap to avoid them. Having a well-defined business plan will give you a clear vision of what’s to come.

While many unexpected things will happen throughout the year that can’t be planned ahead of time, other important business tasks and activities are things you can get a handle on early.

2. Study your competitors more thoroughly

Competitor Analysis - BusinessEvery business owner wants a leg up on their competition.

But only a few are willing to do their research & carve out time to research and understand the competitive landscape.

Know what your competitors are doing, what they may be doing better than you, ways you can improve, and ways you can be looked at as the industry leader in 2017.

You can even create a comparative matrix, usability test or do a case study to set yourself apart from the competition. This process, although exhaustive, will be very beneficial.

You’ll better comprehend the market and your key competitors and most importantly map out potential customers who can be targeted for the upcoming marketing campaigns.

Studying the competitors will unveil their successful sales, marketing and customer support strategies that can be incorporated into your work plan.

3. Enhance your technology footprint

Advanced Technology

Standalone software systems slow down the business process and negatively impact the productivity of employees.

Most of the time, your team is busy streamlining data from different software applications to gain a complete picture of customers. Pledge to put an end to this.

This New Year – invest in a robust and converged web-based CRM for small business that manages Sales, Marketing, Customer Support and Billing within one platform and streamlines customer data from all touchpoints into a single,centralized repository.

Which can only takes a few minutes to capture customer data in real-time and enables your agents to provide a great customer experience at all touchpoints and significantly increase the lifetime customer value.

At the end when you have FINALLY achieved your goal, pamper yourself with a grand reward – something that you really wanted and looked forward to.

Here are 3 Simple Tips for Acheiving New Year’s Business Goals

Have trouble holding yourself accountable to your goals?

Here are some simple tips for how you can hold yourself accountable and keep pushing forward towards your business goals.

1. Commit to Your Business Goals

Business Goals

Successful goals start with a strong commitment.

So right at the start, believe that you can accomplish what you have set out to achieve.

Remember, it’s easy to bring limiting thoughts in your mind, especially if you have had a trail of failures behind you that have led you to assume that achieving your goals isn’t realizable for you.

Control your mind and practice positive self-talk.

Write down your goal on paper and carry it with you everywhere for positive reinforcement.

2. Plan Rewards

Business Rewards

It is not about Big reward always. Small rewards are also great for encouragement.

To keep you going during the hardest first days, include some rewards.

Let’s say you have completed the preliminary stage of competitor analysis, reward yourself with a magazine, a pizza treat or whatever makes you happy.

At the end when you have FINALLY achieved your goal, pamper yourself with a grand reward – something that you really wanted and looked forward to.

3. Establish Achievable Goals

Business Rewards

You cannot run before you learn to walk.

So ensure that your goals are realistic to achieve. To be on the safe side, instead of having one BIG goal, break down your goals into smaller achievable units.

This will help you take baby steps and gradually progress in the right direction over the course of time.

Also, you can keep your enthusiasm high throughout the process by celebrating the achievement of every small goal.

Conclusion

While everyone makes New Year plans, most fail to stick to them for more than few weeks. Why is this?

After all, we all have the best intentions and the timing couldn’t be better. Well, the problem is that we focus on just the “what” and not the “how.”

We set the goals but do not plan the specifics of how we are going to accomplish them, or even whether they are realistic and achievable.

This is when we set ourselves up for failure.

Business Qoute

Once you have your New Year goals listed, follow these rules.

This will ensure that you always hold yourself accountable and keep pushing forward towards your goals, without any interruption.

This external motivation and support, along with your internal desire to succeed – is what will bring success to you and your business.

What are your plans and goals for 2017? How do you wish to stick to them?

Share with us your ideas and rules for New Year’s Resolutions…

NEW YEAR BUSINESS PLAN TIPS

HAPPY NEW YEAR !

Gift Giving by SMBs brings good luck during Christmas

It is the month of December where we get into the Christmas spirit with our mulled wine, mince pies and cookies. But is Christmas all about joyful celebrations? Or have we narrowed the definition of Christmas? In the midst of all our parties, we easily lose sight of the true meaning of Christmas i.e. the Act of Gratitude and Giving.

Gift Giving by SMBs brings good luck during Christmas and increases the business opportunity. It is the month of December where we get into the Christmas spirit with our mulled wine, mince pies and cookies.

But is Christmas all about joyful celebrations? Or have we narrowed the definition of Christmas?

In the midst of all our parties, we easily lose sight of the true meaning of Christmas i.e.

The act of Gratitude and Giving!

It is extremely important that we understand holiday season is more than just Santa, gifts and feasts.

It is the perfect opportunity to act upon the Bible teachings, be grateful of our blessings and develop a philanthropic mindset.

With this in mind, come up with a list of ways in which you can do for your customers and the society at large during the Christmas Season.

Remember, giving back is a practice of kindness that doesn’t have to be major and grand. You can have your own sweet little ways to give back to the people.

Your kindness in any shape, size and form is bound to make a difference.

The concept of ‘Giving Back‘ is not limited individually but extended to professionally as well.

Even if you are running a SMB (small & medium business), you can give generously to customers, communities, non-profit organizations and charitable causes that matter to you and your employees.

According-to-a-survey-by-Marketing-DonutThese valuable giveaways combined with charitable outreach efforts bring enormous benefits to small businesses.

Here’s a detailed insight into a Benefits of Corporate Giving that Reinforce why you should do it every Holiday Season:

Valuable Gifts Create a Buzz Fast

Create a Buzz in ChristmasPeople like free stuff, plain and simple. So when businesses get into the venture of providing complementary gifts – they get immediately noticed.

Message gets spread like wild fire (thanks to the digital world) and in a few hours – you have your target audience discussing about it.

Potential Customers Get Encouraged

Customer Encouragement - Christmas GiftThink of it: As a consumer, you are more likely to try something new if it is free, with no strings attached. The same logic applies here too.

The act of providing complementary products and services during the festive season helps you attract and acquire a great inflow of buyers from your target audience.

And what’s best is that if customers like your products and services or have a positive experience with your brand, most of them will come back for more.

Instead of going to a competitor down the street, they will stick around and spend in your business.

On the contrary, if your products and services do not fare well – No Worries!

That’s because customers are more forgiving when something is free. So a laid-back service and not-so-good product will be excused.

This is a benefit if you have something different or new to offer.

For instance, give free samples of your new products to your existing and potential customers.

Unlike the rest of the year, customers now will be little more willing to go with the flow. However, don’t overdo this.

Too strong negative perception will compel them to never come back.

Also, your poor quality offerings will become the point of discussion in your targeted demographic, considering the power of social media.

Positive Brand Association

Positive Brand Association - Christmas GiftGetting a product or service for free, makes customers happy and brightens their day. No matter how huge the discounts and offers are, customers find free giveaways enticing and give in to them more.

They build a positive perception about your brand as they remember how special they felt with your Christmas freebies. This really strengthens the positioning of your business.

The challenge of both new and established business – is driving traffic.

But it’s not that easy. Several surveys point out the fact that it’s harder to gain a new customer than keep a current one.

But, while you struggle with customer acquisition throughout the year, Christmas giveaways empower you to acquire new customers and receive more revenue at not much expense and effort.

Once customers get impressed by your free offerings, you’re much more likely to gain their repeat business in the future.

Tremendous Publicity

Tremendous Business Publicity - Christmas GiftWell this Christmas season, plan to give to charities along with spending on consumer gifts. Discuss with your team and finalize your budget.

Keep a large portion of it for corporate giveaways and a little percentage of that amount to social organizations. Minimum spending on philanthropic causes can be 10 percent, but you could decide to do less or even more.

Your wonderful, generous act of kindness can provide excellent publicity for your business by showing the community that you really care about the less fortunate.

By supporting a charity or participating in any social work————-

Your business will spread the word about your values and intentions, and help you get introduced to new customers who are involved with such noble deeds.

For instance, sponsor a charitable program. Use social channels to raise awareness about the cause and also promote your business in partnership with the program.

Simply share pictures of your charitable endeavors everywhere and earn the reputation of being a “good” company.

With this positive brand association, people will be more likely to want to buy from you.

Tip:

  • Lend your brand to a specific cause every year.
  • Post news, pictures and other information about it everywhere.In all probability, non-profit organizations will also promote your business on their website and other areas.

This will result into a greater flow of customers and potential customers to your business. ISN’T IT?

Nurture Customer Relationships

Nurture Customer Relationships - Christmas GiftIn addition to customer acquisition, the act of giving back will help you build stronger relationships with your existing customers.

So dig into the data of your small business CRM solution to gain a comprehensive view of your customers. Develop exclusive Christmas freebies based on customers needs and interests.

Also research to identify the common charitable causes that your customers are associated with. Extend your support to these causes or initiate a charitable program on them.

Make sure the social initiative somewhere aligns with your brand, impacts people and lets you gain the support of your customer base –

which further will create new marketing opportunities to expand your reach.

The Final Takeaway

Christmas Offer Gift

Generosity is the Exclusive Marketing Strategy!

On occasions like Christmas, Offering Valuable Gifts and spending a part of your profit to good causes is great to get the support of your existing customers and create opportunities to attract new ones.

But apart from customer acquisition and customer relationship management,

The biggest benefit of providing freebies and having your business support a charity is the amazing feeling you get from giving to others.

Isn’t it?

So without further ado, join the list of small & medium business entrepreneurs who give back to their customers in various forms and ways, in order to be both professionally and personally complacent.

Get into the spirit of the holiday by playing Santa.

Fill up small stockings with your freebies and leave them on the doors of your customers, with a card signed ‘Santa‘.

Practice the same exercise for the less fortunate people in your community. Surprise them with Christmas goodies.

This is just one of the creative ways to give back to others.

There are so many things you can do to help spread kindness and joy to others during the holiday season. Brainstorm with your team and come up with 5-6 unconventional ways.

Do Not Forget to Share with us , What Strategies worked the Best for You?

Merry Christmas To All !!!

ConvergeHub Sales Enablement PDF

Sales Enablement Process with Who, What, When of Sales

Sales Enablement is the vaguest sales term that gets tossed around in all organizations. Although it is used broadly, in most cases nothing substantial is achieved out of it. B2B companies make huge investments in sales enablement tools. Millions of dollars and thousands of man-hours are spent but sales enablement programs never come to fruition. Sales staff become numb to these programs and continue just doing what they’ve always done.

Sales Enablement Process with Who, What, When of Sales will teach and guide to build a stable and reliable organization. Sales Enablement is the vaguest sales term that gets tossed around in all organizations.

Although it is used broadly, in most cases nothing substantial is achieved out of it.

B2B companies make huge investments in sales enablement tools.

Millions of dollars and thousands of man-hours are spent but sales enablement programs never come to fruition.

Sales staff become numb to these programs and continue just doing what they’ve always done.

Wonder Why?

There’s usually a lack of knowledge in regards to sales enablement.

So what is sales enablement really? How can an effective sales enablement process be put in place to experience dramatic ROI for both marketing and sales?

ConvergeHub Sales Enablement PDF

The Real Concept of Sales Enablement

“Sales enablement is a strategic, ongoing process that equips all client-facing employees with the ability to consistently and systematically have a valuable conversation with the right set of customer stakeholders at each stage of the customer’s problem-solving life cycle to optimize the return of investment of the selling system. “— Forrester

Therefore, sales enablement is not limited to just sales training or managerial oversight of the sales funnel. Instead, it defines a collection of activities and programs, designed and developed to prepare and support salespeople.

It’s a team sport – carried out by a number of departments to help sales teams be successful in their selling efforts and move the potential customers forward in the buying cycle. Sales enablement empowers sales reps with proper knowledge, tools, processes, and behaviors to maximize every sales opportunity, improve sales productivity and drive revenue.

The Fundamentals of Sales Enablement

Now that you know sales enablement is much more than pricing guides and sales operations management – let’s shift the focus to the second topic.

What falls under Sales Enablement?

Which tasks, tools, activities and programs are required to improve the execution of key sales activities like making sales calls, pursuing opportunities and targeting hot prospects?

Sales Enablement includes a four-stage model that involves making both strategic and tactical contribution to the success of the sales team and the company.

Here’s a detailed insight into Each One:

1. Recruit – Ensure you get the Best Sales People Onboard

The first step of sales enablement requires you to hire the right number of quality sales professionals who can join your organization and fit into your work process easily.

Researchers say this is the most significant step because the people you employ on your sales team determine how well your sales enablement strategy will be executed.

Collaborate with your Human Resources and Talent Acquisition teams to recruit the right caliber of folks.

Focus on the following characteristics and attributes in the selection process:

    • Business Knowledge: Sales agents should have the right business skills and capabilities to assess the challenges of different markets and understanding of customer needs.
    • Flexible: Gone are the days when conversions would happen on a bloated sales pitch and standard sales playbook. Customers are powerful and their demands are more dynamic than ever.
  • Sales agents should be agile enough to adjust to the constantly evolving needs of the increasingly educated buyers and guide them through how your products and services will serve their purpose.

2. Train – Coach your Sales Reps to Improve their Ability to Sell

Sales Reps to Improve their Ability to SellOnce you’ve built a team of dynamic sales agents, you should train them. Brainstorm ideas and design a plan focused on improving the skills and knowledge of the sales agents and empower them to better execute key activities.

Conduct both short and long training sessions based on the complexity of your products and services and the level of training you wish to provide.

During the seminars, go over your company’s products and services, market strategy for each one and the approach required to reach out to the prospects.

Assign one senior sales professional as a mentor to every junior. This will ensure a 24×7 training and guidance to the new sales agents who can sail through the initial days of their job smoothly.

Just for an additional check, conduct weekly sessions to track the progress made, discuss new ideas and propositions and keep everyone on the same page.

Note: Don’t follow a rigid course of action. Understand the strengths and weaknesses of your sales reps and accordingly devise a flexible training program.

For instance –

    • Impart lessons on key messages, differentiators and unique selling points to sales agents who are confident with the product but apprehensive on how to pursue the prospects present in your targeted market.
    • Provide technical training to sales reps with strong sales skills but less knowledge on your products and services.
  • Educate Sales reps about the essential details and unique features and functions of your offerings which they can combine with their selling ability to convince the prospects.

Like recruiting, do not make training and coaching a one-man job – distribute it across departments. For instance, involve your Marketing, Product Management and Support teams to collaborate, create the right training program and add more skills and knowledge to the agents’ repertoire.

At the end of the training, your sales team will be in a much more advantageous position.

They will exactly know how to pitch your products and services, how to position them in the market against the competitors and how to harp upon their unique value.

Conversions will happen faster that will catapult your business’ revenue to the next level.

3. Equip – Provide your sales team with the right resources

So you have a team of well-trained dynamic sales professionals. Great! But is that enough to bring you sales success?

The answer is No.

In this hyper-competitive world where customers have the power to define a company’s fate in seconds – you need to strengthen your selling process to achieve results. And this can only happen when your sales agents are equipped with supporting sales resources.

The third stage of Sales Enablement demands you to focus on equipping your sales force with proper tools such as cloud based CRM solutions.

They fetch customer data from all touchpoints and streamline it into one centralized repository. Sales agents get a comprehensive view of customers from the CRM, can anticipate customer needs and requirements and provide a proactive personalized experience that convinces customers to act (purchase).

CRM is just one of the sales enablement tools. In addition to CRM, sales agents can have a variety of collateral at their disposal to assist them during the sales process such as product videos, whitepapers, datasheets and so on.

According to Forrester, “Sales agents who have a bunch of supporting tools for their assistance, maximize sales opportunities more compared to their counterparts. “

This is the reason that the most successful brands always aid their sales reps with different resources and tools.

For instance:

    • PowerPoint Presentations with a synopsis of product information which can be used in the initial stages of prospecting.
    • Product videos which can be used in persuading prospects that are stuck at the middle stage of the sales funnel.
    • Whitepapers and eBooks holding elaborate product information which can be used for nurturing and moving prospects further down the buying journey.

Every piece of collateral serves a specific purpose and makes a key contribution to a particular stage of the sales process, enabling reps to effectively engage with prospects and customers and win business under the competitive conditions.

Tip: To empower your sales folks with the best sales enablement tools – maintain a balance between CRM software and contents. Evaluate your business process and implement the best sales CRM software.

Simultaneously, include your product marketing team into the collateral creation process.

Remember, they hold maximum expertise in your products, precisely know how to position your products in the market and what messaging should be included in PPTs, whitepapers, and datasheets. So collaborate with them and prepare all the sales supporting contents.

Store all your contents into the small business CRM Solution to ensure that sales reps can easily access them during their selling engagements.

Also educate your sales agents regarding the individual importance of each content. They should know the value of each piece of the content at different stages of the sales process and utilize them accordingly.

4. Assess – Check to make sure your sales team is on the right track

Make sure your sales team is on the Right TrackHiring – Check. Training – Check. Equipping – Check.

Finally your sales team is working and your sales enablement strategy is implemented. But hang on!

How well are the salespeople are performing their respective duties?

Are they effective in their roles? Are they working at the expected levels?

Assessment forms play an important role of your sales enablement strategy that aims to measure the performance of your sales agents. With all of the investments you’ve made, you need to make sure they are fruitful and serving your purpose.

So get on with your assessment. Review your sales enablement strategy as a whole. Measure the extent to which your sales agents adhere to the sales enablement plan.

Calculate the conversion rates and figure out the percentage of qualified sales prospects in the funnel.

A high conversion rate is a good indication that your sales enablement plan is working effectively and all the tools incorporated are supporting the sales agents in engaging with prospects and customers.

If you are displeased with the conversion rate, go back to the drawing board, re-evaluate the program, identify the loopholes, fix them and optimize the entire process.

Additionally,…

      • Question your sales agents about their daily plan to check whether their day-to-day activities align with your company goals or not.
      • Ask for their opinion on the sales enablement tools and how useful they are in the sales process.

Finding answers to these questions will help you gain valuable information about your reps and precisely gauge which areas need improvement.

For instance, if you find any gaps in content, then take note. Discuss it with your product development and marketing teams and modify the training materials, on-boarding videos and whitepapers to be used at different stages of the buying process.

The Benefits of effective Sales Enablement

According to a survey conducted by Demand Metric in HubSpot75% of survey respondents reported that sales enablement majorly contributed to their sales forces while 88% admitted that sales enablement program made their operations “very strategic.”

So without any ado, get on with your sales enablement initiative.

A well-planned and executed sales enablement program will benefit your organization in the following ways:

1. Quality Lead Nurturing

Sales agents will differentiate the hot leads from the cold ones and nurture qualified leads with valuable conversations and information-rich collaterals that cater to their unique needs.

2. Increased Sales Conversion

Sales Enablement demands the implementation of cloud based CRM solutions. Having CRM by the side will empower sales agents with all key insights such as buyers’ behavior, interests, pain points, and so on. Sales agents can personalize their approach for each prospect, leading to a higher chance in making sales.

3. Long-lasting Customer Relationships

Sales agents will have a comprehensive data view of all their existing customers. Hence, they will be familiar with their interests and needs, maintain a healthy relationship with them and increase the chances of upsell and cross-sell opportunities in the future.

Conclusion

The number of sales strategies are unlimited. Search online and you’ll be flooded with tips and techniques to increase sales and revenue of your business.

But, the strategy of ‘sales enablement’ rises above them all. If built and implemented properly, it guarantees to increase win rates, improve productivity and build stronger relationships with existing customers.

Do you have a sales enablement program in place? Does it include hiring the right folks, training them, equipping them with tools to support their selling efforts and assessing their performance? Please tweet us your thoughts @Convergehub

ConvergeHub Sales Enablement PDF

Creative non traditional Ways To wish your clients

Thanksgiving is more than just about the turkey and the stuffing. It is a time to reflect and give thanks for many great things in our lives. But while we show gratitude to our family, friends, acquaintances and employees, our customers remain left behind.

Creative non traditional Ways To wish your clients collect more lead and boost the growth of the company. Thanksgiving is more than just about the turkey and the stuffing.

It is a time to reflect and give thanks for many great things in our lives.

But while we show gratitude to our family, friends, acquaintances and employees, our customers remain left behind.

But haven’t they in some way, great or small, enriched your life?

Showing appreciation to customers is vital. That’s because, a simple thank you can go far.

Research shows that customer acknowledgement helps further cement excellent business relationships which foster customers to spend 36 times more. (Entrepreneur)

Gary Vaynerchuk social media expert and author of the book The Thank You Economy, stated in a recent Entrepreneur.com column –

We’re living in what I like to call the ‘Thank You Economy,’ because only the companies that can figure out how to mind their manners in a very old-fashioned way — and do it authentically — are going to have a prayer of competing. I care a great deal about the bottom line, but I care about my customers even more. That’s always been my competitive advantage.’

So there you go – Customer appreciation is the key! Your path to success and sustainability partially relies on how quickly you can incorporate customer appreciation into your business strategy.

Whether it’s your first year in business or your 20th, make it a point to thank all your customers that keep your dream alive and your business thriving.

Just in case you’re confused on how to approach this, we’ve compiled a quick list of client appreciation ideas below.

1. Provide potential leads to your customers

Your customers refer their friends and family to your business.

Why don’t you do the opposite this time?

Yep, you read it right! Send referrals to your customers. As an entrepreneur, you have associates and acquaintances in different industry verticals.

See if any of these can be prospects for your customers. If yes, share these contacts with your customers.

Simultaneously promote your customers’ business within your personal and professional network.

Undoubtedly, your customers will reward you for providing referrals and marketing their business.

They will recognize the fact that you value them and their work which will lead to a stronger bond, stronger networking and more business in the future.

2. Support your customers’ charitable cause

Find out the philanthropic activities your customers are involved in. Reach out to them and offer to give a contribution to the charities they are closely associated with such as any food banks, homeless shelters, or other nonprofits.

This collaboration of philanthropic work will be dually beneficial.

Not only will you give back to the community but will also delight your customers, in the best possible way.

They will appreciate your generous gesture and develop a huge amount of respect for you. Also, this will result in a positive word-of-mouth recommendation that in return will bring more leads and sales to your business.

3. Send a hand-written note

In the era of Facebook and Snapchat, handwritten notes have disappeared — but they still haven’t lost their charm.

This thanksgiving, surprise your customers by going the old-school way.

Write a heartfelt message that conveys your gratitude for your customers’ support, wishes good tidings for the holiday season, and expresses your hope for their continued support in the coming year.

Tip: Do not write a standard message for all. Personalize the messages for each customer by mentioning some special interactions and anecdotes happened while doing business with them. Keep the message short, sweet and sincere. Add your company’s logo and your signature.Keep in mind that you can easily create a professional logo using an online logo maker.

Taking the time and effort to write these special thank you notes will go a long way. It will indicate a deeper level of appreciation and make customers more inclined to stick with you and give you repeat business.

4. Offer additional value

Actions speak louder than words. Follow this rule and go out of your way to reward the most loyal and revered customers with special discounts and benefits. Send a business thank you message to customers, you can do this using the email marketing features in ConvergeHub.

Inform them about the exclusive offers for the holiday season, such as coupons or promotional codes, free shipping, gift cards, free month’s subscription, access to an additional feature at lesser cost and so on.

This is one of the easiest and effective customer appreciation ideas for business. Your customers will feel sufficiently valued and happy to continue their allegiance with you.

5. Hold an exclusive event

Everyone loves to be thanked in a grand way and your customers are no different. Organize a special event for your customers and put them in the spotlight.

Give a short speech thanking your customers for their excellent support and loyalty.

Include some games, dance and music and make the event a fun-filled one.

Also encourage your customers to mingle with one another and meet your team.

This will increase the overall familiarity, strengthen the relationship and unite all into one family.

6. Send out-of-the-box gifts

What better way to thank your customers than by gifting them some goodies.

But before getting started, a note of caution: don’t be boring!

Chances are your customers might receive gifts from other companies as well. If you want to get their attention, send a distinctive thank you gift.

Example: Gourmet baskets, catered lunches, magnet buttons or even custom made coffee mugs with your company logo. Choose any of these to say thanks to your customers in a unique way and solidify their loyalty towards your business.

Tip: If possible, select gifts specific to each customer’s interests and preferences. For instance, if any of your customers recently become a parent, send a baby book. Such personalized gifts will help you nurture the relationship with your customers and get you closer to reaching the goal of maintaining them as customers for life.

7. Make a video

Create a video, sincerely thanking your customers for their contribution to your business’ growth and success. It will be quick, easy and an inexpensive way to show customer appreciation.

Customers will recognize the fact that you care about them and hence invested time and energy to say “thank you” on a personal level through the video.

Tip: Keep the video short. Remember, brief and to the point messages will be far more effective than long boring drawn-out speeches and monologues. Post the video to your website and upload it to your social media accounts as well. Inform all your customers about this sweet gesture through email.

8. Do social media shout-outs

Customers love receiving praises and it’s especially meaningful when done publicly. So acknowledge your customers in different social media outlets.

Talk about your wonderful experience of serving them and let your social media fans know about what they do and why they are so great to you.

Announce special discounts, gifts and opportunities for them as an additional gesture of gratitude.

Note: Social platforms are where your customers connect with people who share similar interests, activities and backgrounds. By appreciating your customers in the social sphere, you explicitly show how much you value and care for them and pull the targeted audience towards your business.

9. Use thank you banners

Looking for ideas and ways to show your local customers how much you appreciate them?

Do so with a personalized thank you banner. Get a custom designed vinyl banner with a “Happy Thanksgiving” message and hang it outside your storefront (or post your banner on your site).

10. Provide a special piece of content

Create exclusive white papers, eBooks and blogs for the Thanksgiving holiday to send to your customers.

Keep the content informational – something they will like to read and learn during this time of the year. Include a short paragraph on how much you appreciate your customers or what steps you plan to take to improve your offerings.

This will reinforce their loyalty to your brand and your company.

These are just some ideas on how you can show your customers your appreciation for them. Try them out and let us know what stood out to you.

Also, do you have any other idea popping up in your mind? Share it with us below!

Or tweet us – @convergehub 🙂

6 Awesome Strategies To Keep Your Customers Engaged

Customers, today, are empowered than ever before. They understand advertisement gimmicks and only prefer brands that provide a seamless experience across all touch points. This has increased the importance of customer engagement manifold. Businesses, now, need to focus on building a strong customer engagement strategy that fosters brand growth and loyalty. In this blog, we discuss 6 new customer engagement strategies that help you to strengthen your customers’ experience and their loyalty to your brand.

6 Awesome Strategies To Keep Your Customers Engaged and increase your business. Customers, today, are empowered than ever before.

They understand advertisement gimmicks and only prefer brands that provide a seamless experience across all touch points.

This has increased the importance of customer engagement manifold.

Businesses, now, need to focus on building a strong customer engagement strategy that fosters brand growth and loyalty.

In this blog, we will discuss 6 awesome customer engagement strategies that help you to strengthen your customers’ experience and their loyalty to your brand.

Customers are the lifeblood of your business. And that’s why it’s important that you give them the maximum importance always.

But instead of shoving sales pitches down their throats –

Learn strategies to naturally engage with customers.

The most successful brands across all verticals have one thing in common – Customer Engagement.

They understand the importance of engaging with customers and focus on interacting with them and sharing something of value.

Engaging with your customers is great for all your marketing and service initiatives.

Most importantly, the more you connect with your customers, the more traction your business will gain. Your customers will always have your brand on top of their minds and will refer it within their social circle.

The possibilities to engage with customers are endless. But all do not produce the same result. Here are the 6 best strategies to increase your customer engagement levels in this NEW YEAR !

Give these a try and see the difference in your business.

 

1. Build Group in Social Media

Social media has transformed the world and will grow inordinately in the unforeseeable future. Capitalize upon this opportunity and use the leading social media channels such as Facebook, LinkedIn, and Google+ to create communities.

Creating communities in these channels will be a wise decision since your customers are already on them, in all probability.

Through these groups, you will be able to directly engage with your customers by answering their questions, keeping them updated about your upcoming products and services, and sharing information that they are looking for.

More than a monologue, it will be a dialogue where not only will you interact with your customers but also allow them to interact with you and share their experiences.

 

2. Host Contest in Social Media

Contests and campaigns have perennially been the most successful tactic of engaging with customers. They all involve prizes and who doesn’t enjoy getting them? We all do. Right?

So without any ado, brainstorm and come up with innovative ideas for your campaigns and contests. Unlike the earlier times, contests, today, are easy to host – thanks to social media.

Without emptying your pocket, you can run compelling campaigns on different social media channels. Just ensure that your campaigns are laden with incentives that truly attract your target audience.

Offering prizes for engaging with your brand is an amazing way to get most of your target demographic talking.

For example, you can ask customers to share landscape photos and the best three ones would get free one-year membership to your service.

With these contests, not only will you grab your customers’ attention, but also engage with them by rewarding them for their participation.

 

3. Use CRM to develop your Customer Engagement Campaigns

Social media is a goldmine for customer engagement. But instead of blindly sharing content and hosting campaigns there, use CRM to dig into the social media analytics.

Most new-age converged CRM platforms are integrated with social media monitoring and management functionality. They streamline all the social feeds together and give you a complete picture in one shot.

This helps you to understand the pulse of the customers’ comments in the social channels and identify the kind of issues being raised.

 

For instance:

  • How many comments are related to your current products and services?
  • How many comments are related to your upcoming products and services?
  • How many comments are related to your customer service?

 

In addition to these, you can find out:

  • How many comments demand immediate attention?
  • When are your customers most active on social media?
  • Where are your customers most active on social media?

 

Getting answers to all these will help you plan out the next course of engagement strategy.

So let’s say if you encounter abundant number of tweets on your upcoming products and services, you can build campaigns and contests around your upcoming product offerings.

Listening to customers on social media will help you stay on top of trends, and design targeted promotional offers that foster greater engagement rate.

So use new-age converged CRM platforms and make sure to stay ahead of the curve and not behind it.

4. Organize an Event

Living in the age where we are over flooded with instant online communication, offline events come across as a throwback to the good old days.

Different from online engagement, offline events have a greater connect value because they involve personal interaction with the targeted demographic. .

And that helps to build greater brand loyalty, generate deeper interest and add more names to the customer base.

 

In an article in Inc, Karen Hartline, event manager for Mashable, an online social-media news outlet based in New York City with offices in San Francisco writes-

 

“There’s something different about meeting face-to-face and having a conversation that’s not delayed or happening through Facebook messages or limited to 140 characters.”

 

So while you rigorously use social media to engage with your customers, regularly host a meet up or industry event for your customers too. Search for local networking opportunities or set-up a booth at some of the renowned trade shows.

These events will be a great way to mingle and engage with your customers face-to-face. Your customers can interact with each other and like the fact that they’re part of an exclusive brand community.

Promotion plays a key role in all offline events. If they’re done right, events can be a classic way for you to engage with your customers. So make sure to get the word out about your upcoming events.

Link them to numerous social media networks for increased publicity.

 

5. Include your customers in your Team

Nothing works better than bringing your customers onto your side, following these unique ideas:

 

  • Involve your customers in the product making process. Conduct product tours and make your customers learn everything there about your product or service.
  • Ask for their opinions and incorporate their feedbacks.This an effective way for you to reach out to your customers and to get engaged.
  • Surprise your customers by promoting their business on your social pages. In addition to this, highlight a loyal customer every month in all your social media accounts.
  • Make them feel special, loved and appreciated for their years of loyalty.
  • Invite your customers to co-create contents with your team. These could be a few chapters in your eBook or a blog on your website.
  • Include them especially when you are framing case studies, highlighting certain pain points and how they were solved by your products or services.
  • Inform your customers when the blog goes live, eBook gets finished or the case study gets published.

 

6. Strategize your Content

Consumers are tired of disruptive ads and prefer information which is valuable, rich and actionable. So offer your customers exclusive contents that will broaden their knowledge on your industry, products and services.

Contents can be presented in the form of an article, a blog post, an infographic, a video, eBook, podcast or a white paper.

Develop a content marketing strategy, implement it, bring customer engagement to an all-time high and achieve an increased ROI in no time.

 

Conclusion

Businesses that successfully engage with customers at all touchpoints are able to provide a seamless experience and earn their loyalty for lifetime.

While most businesses realize the importance of customer engagement, they fail to do much about it. Reason being the lack of strategization and planning.

Customer engagement is not something that happens by chance but rather an outcome of a well-defined plan of action.These are our 6 awesome strategies on how you can engage with your customers.

 

Try them out and let us know what stood out to you.
Also, do you have any other idea popping up in your mind? Share it with us below!

Tweet us – @convergehub