How is Your Sales or Lead Data Being Collected?

ID-1008705Digital marketing’s goal is to bring in leads or sales so it’s important to know how you are collecting that data. However, it’s common for trainers, consultants and professional coaches to put little thought into how their marketing data is collected let alone have a strategy behind it.

Sales and lead data can be collected in a lot of ways but they boil down to one of three categories:

Direct Data

Direct data takes information from a lead (it’s very rare to see this done with direct sales anymore) and provides it directly to the marketer. This is usually done via email through a simple form processor like formmail.

  • Pro: It’s a simple setup and can usually be modified to meet individual needs.
  • Con: It will limit what data is collected and how it’s reported. It also limits retention to a manual process because if the data is deleted, it’s not stored elsewhere. Security can also come into question if the data is sensitive.
  • Best use: Simple responses that will be used for a simple interaction and does not need any automated tools.

Third Party App

This is the most varied category as third party apps are available for almost every business process under the sun and there are more and more each day. Third party apps typically function in this way: they collect the data, offer one or several automated features to manipulate the data, and store it in the app.

  • Pro: Third party apps can be selected for a particular business need like event management, inventory and delivery management, or automated document delivery. Typically the apps are quite good at the particular thing they are designed for.
  • Con: There is almost always an ongoing cost to use a third party app. Additionally, the data is collected on the apps platform which means that data can only be manipulated with the tools they make available or needs exported (if exporting is allowed) and manipulated separately. Perhaps the biggest potential problem with third party apps is that in complex marketing processes one tool may not be suitable. A combination of several can make for a disjointed user experience.
  • Best use: If there is a single process that needs additional functions and a third party app offers solutions for that functionality at a reasonable price then it’s often simpler to use the app out of the box

Database

A database driven solution gathers lead and sales data and stores it. While third party apps almost always function from a database, the difference is that they own the database rather than the marketer having direct access to it.

  • Pro: Personalized database solutions offer unlimited customization and functionality. Direct access to the database also makes the data available for customized data manipulation and reporting.
  • Con: A database solution is often the most complex, requiring the most time, energy, and/or money to set up.
  • Best use: If a marketing process is so complex that configuring third party apps becomes cumbersome then a personalized database with custom tools is often the only secure option.
Image courtesy of  Danilo Rizzuti / FreeDigitalPhotos.net

When Digital Marketing Dogs Technology

ID-100296232Technology that doesn’t work can be very frustrating. However, some digital marketers have let their frustration boil over into a prejudice. If technology does not work in exactly the way they envision, they bemoan inconveniences or small inefficiencies as if it’s a critical error. Setting up marketing systems for a website, social media, list management, and email marketing can get complicated. If it’s so complicated that tasks can’t be done or are laborious, then it’s worth investigating a new setup. If however, the system runs fairly well but does not meet a few small desires from marketing, it’s best to find a way to accomplish the task within the technology’s confines.

The fact of the matter is that for most trainers, consultants, and professional coaches, changing platforms or underlying technology for digital marketing is time consuming and can be expensive. A deficiency needs to be severe enough to justify the investment of time and resources to correct it.

As an example, a consulting firm we work with was launching an eBook. The campaign had been mapped out with an ideal process flow. A specific layout was set up for the landing page that included a form to download the eBook. In testing the process flow we discovered that the consultant’s web platform would not accommodate the layout and a form on the same page. So we outlined two workarounds, a simpler layout that included the form or the more complex layout with a button that linked to the form.

The marketing director for the firm adamantly refused either workaround stating that, “It’s a best practice to have our landing page mirror our communications and to have a form on that landing page. We have to figure it out.” While we agreed that was the ideal solution, the technology involved was not accommodating. Still the marketing coordinator was not swayed.

So we launched a project to build a separate landing page that was not built on their website’s pre-existing platform. Since the new page was off platform, it required a custom setup to report to their lead database to integrate with the rest of the process flow.

We were able to bend the technology to our will, but was it worth it? The workaround options were so close to the desired outcome that conversion rates were unlikely to suffer much, if at all. In the end, we can’t know for sure as testing an on-platform version didn’t make much sense after spending the time and effort to build the custom off-platform solution.

Don’t let technical irritations derail or delay your marketing campaigns. Part of digital marketing is working with technology to drive sales or leads. Technology rarely functions exactly how we want but with some patience and creative solutions it will often get close enough to deliver the desired result.

Image courtesy of  hywards / FreeDigitalPhotos.net

If Common Sense Contradicts Data, Use Common Sense

Email, web, and social media data is a great way to objectively view results.  However, careful analysis is often necessary to accurately gauge what the data means. So where does that leave you when the data doesn’t make sense?  If you find that your metrics defy common sense check to make sure that your analytics program is accurately gathering data.

We were recently working with a company who said that the effectiveness of their internet marketing had really tailed off. While leads and responses had remained consistent, the web reports had seen a noticeable dip that had persisted for months.  With such a decline we asked what had changed when the drop off occurred but the answer was that their campaigns had run as usual.  It was also strange that conversions had not dipped with traffic.  Essentially the data was saying that traffic had dropped by about 40% while lead conversion had increased about 40%, a little too convenient not to raise suspicion. All the project manager could say for sure was that “We have set goals for the amount of traffic on the site and we’re noticeably off the mark, something’s not right and we need to fix it.”

The decline had happened months before our initial conversation so we reviewed the data and found that not only was there a drop off in web traffic but the hits that did trickle in were almost exclusively on weekends.  As this client offered B to B consulting services, weekends were typically a lightly trafficked time.

The data flew in the face of common sense so rather than start making marketing initiatives to increase traffic; we looked a bit closer at the data itself.  It turned out that a server move had disrupted their Web Trends data and a faulty setup was missing a common source of web traffic.  So the project became a technical exercise in making sure that the data was being accumulated accurately.

This is an example of a larger and thankfully more obvious problem.  While “inaccurate data” is often an excuse for poor results, it’s good to place a critical eye on your metrics intermittently. If you’re seeing blatant inaccuracies in what common sense would suggest, then do a technical review on your analytics to ensure they are accurately being populated.  There are few things as damaging as making decisions based on false data.

Gather Client Testimonials

ID-100247368Getting testimonials is not a groundbreaking marketing suggestion. However, many trainers, consultants, and professional coaches don’t consistently generate testimonials from their satisfied customers. Here are several ways to make gathering testimonials part of business as usual.

Use Client Emails

One of our best clients at generating testimonials has at least two every month. How does he consistently generate so many testimonials? Simple, if his client sends him an email thanking him, he’ll cut an excerpt out and ask if it’s OK to use that as a testimonial. The answer from his client is almost always yes because the work of writing the testimonial is already done.

Write Testimonials for clients

If you have a client with particularly good results or a great story to tell as a testimonial, try writing it for them. Then send them the testimonial asking for edits or approval. This has the added benefit of reaffirming that the client perceives as much value as you do in the working relationship.

Video Testimonial Recording

If you have regular consulting or training sessions with a client, ask if they’d be willing to shoot a video of their experience. Make it casual and have some prepared questions to prevent the client from rambling. Record more than you think you’ll need and then spend some time editing the most powerful or well shot sections.

Ask for the Testimonial

It’s simple but many consultant, trainers, or professional coaches simply don’t get testimonials because they don’t ask for them. If you want to make testimonials even simpler set up a form on your website where people can input their response. You can even standardize the form in many cases with checkboxes for common benefits clients receive or rankings of what services have been most beneficial.

 

Make gathering testimonials part of your day-to-day activities and make sure to gather them in a variety of media. Often times people default to the technology or style they are comfortable with and neglect other avenues. If you’ve struggled with producing videos in the past, work out a system to create them, seeing and hearing an actual testimonial is a powerful presentation. Just because you can shoot video doesn’t mean that you always should. Make sure to have written testimonials or transcripts for times when text is required or more appropriate

Testimonials can be a powerful marketing tool especially when done consistently. The same testimonial popping up over and over again can make it seem like a trainer, consultant, or professional coach only has a handful of satisfied clients. Gathering testimonials consistently will truly reflect the wide array of people and companies that you count as satisfied clients.

 

Image courtesy of Stuart Miles / FreeDigitalPhotos.net

Reusing Articles For Marketing

Article and content reuse can be a valuable way to save time in producing the quality content that drives productive online marketing. It can also be a crutch that leads to repetition, disinterest, and obsolescence.

It’s rare that I encounter a trainer, consultant, or professional coach that isn’t strapped for time. Any strategy for decreasing the time commitment to sustain marketing efforts is a welcome one. However, in content reuse, what starts as a one-time shortcut often becomes a habit.

In meeting with a trainer recently, I asked if they would need help with content creation. The trainer said, “No I don’t need anything like that. I recycle the same group of articles so we’re set for content.” In asking about the content it worked out that the articles repeated on about a two year cycle. I asked if there was any indication that his audience had lost interest in his articles and he replied, “No one’s ever complained about it. Heck if someone was paying that close attention they’re probably already a client.”

However, in looking over his marketing metrics his audiences engagement was significantly lower than average. While there could be several factors weighing in on that, the fact that he was repeating himself over and over didn’t seem like a motivating factor for people to remain engaged.

If you find you chronically reuse content then you are likely suffering in three primary ways:

  • New articles are not being added to your website so there is not a consistent feed of fresh content to assist in your search engine optimization efforts.
  • Social and email subscribers may not recognize specific articles have been repeated but almost always recognize a similar topic and begin to disengage or ignore the messages.
  • Content online often gets dated quickly and using old articles with current dates can often make you look out of touch. (One of the trainer’s articles referenced cellular phones as a “new” technology)

While some content reuse is often valuable and effective, too much is often a problem. It’s OK to revisit past content from time to time, especially when a time crunch prevents new material from being created. However, be sure to edit it to ensure that the article is still relevant and makes a valid point.

If you find that you are habitually reusing content then it’s time to evaluate your marketing strategy. It’s unlikely anyone will complain about repetitive content, instead they’ll disengage or stop paying attention. Take a good hard look at your metrics, is it providing the complaint that your audience is tired of hearing the same thing over and over?

Be Balanced in Replies to Online Reviews

ID-10079334With tools like Google Reviews and Yelp there is no shortage of communication channels online for people to provide reviews on your product or service. Many trainers, consultants, and professional coaches tend to ignore these comments and review. It’s just not something they monitor as part of their online presence. While that isn’t necessarily damaging, it does ignore an avenue of interacting with your target market and clients. But just replying to reviews doesn’t make it a positive avenue. If you decide to engage in these reviews and comments, what you respond to is often as important as how you respond.

I was recently looking up a PC repair company who was active with Google Reviews. They had a four and a half star out of five rating and every single positive review contained a response from the company with exactly how they had achieved the results that received a glowing review. It was reassured until I noticed that not one of the negative reviews had received a response.

Even a simple, “Sorry that you were not satisfied. We try to meet all of our customers’ needs and regret not meeting your expectations,” would have made me feel like everyone got an equal amount of attention. I was left with the sense that if I didn’t like what they offered, I could get lost.

The reverse scenario can also be disconcerting. A company that only responds to negative reviews often appears to be defensive and making excuses for shortcomings. Not the impression most firms want to give.

I ended up speaking with the owner of the PC repair company and discovered that impression was false. He was competent and diligent about helping me with a hardware problem I was experiencing. Even when I disagreed with some of his solutions, he was accommodating and worked at providing a positive outcome.

In short, he didn’t ignore problems or my particular requests. Obviously this is not a make or break element to your online marketing, I still hired this company despite my misgivings. It does, however, serve as a warning on how your responses can subtly communicate negative impressions.

By all means address comments and reviews online but make sure not to only comment on negative or positive ones. Cordial and honest responses often provide the balanced response that most trainers, consultants, and professional coaches actually provide.

Image courtesy of David Castillo Dominici / FreeDigitalPhotos.net

Ethically Acquire Your Marketing Images

ID-10079579Google image search and other image tools have made it very easy to find amazing illustrations and photographs online for your marketing. However, the tools should come with a warning, most of those images are not free for the taking.

Many trainers, consultants, and professional coaches use images in correlation with blogs or social media posts. But if you don’t know where the image came from, it’s likely that you’re violating a copyright. A good tool for checking is www.tineye.com. If you paste the URL of an image into their search function it will display stock photo sites that offer the image. If your image shows up in a stock image collection and you haven’t paid for it, then it should not be used in your marketing. If you really like the photo, purchase it from the stock collection, otherwise keep looking.

There are many good stock image sites with reasonable prices but even if you have no budget for images that doesn’t preclude you from attaining them appropriately. We prefer www.freedigitalphotos.net. Their license allows for free downloads of small low resolution images perfect for blogs or social media as long as their site and original creator is credited.

Be diligent about the images you use. It’s the ethical thing to do and will protect you from receiving a cease and desist letter if the stock photo company discovers their property used inappropriately.

Image courtesy of Stuart Miles / FreeDigitalPhotos.net

The Personal Perspective Bias

When judging your website you tend to be on one extreme or the other. Either everything seems a little better than it is or a little worse than it is. It’s important to make value judgments on your website from the metrics or user testing rather than personal opinions or experience.

A client called us recently and said that one of their calls to action landing pages was not easily located. The only way they could find it was by using the site search function. We were alarmed because this landing page was one of their primary calls to action.

Rather than going to the site first, we pulled the site metrics. Guess which page was #1 for the month’s ranking? Sure enough the “hidden” landing page was more popular even than the home page.

Clearly a lot of people weren’t having a problem finding it. But it was possible that all of the hits were direct links from social media or email links so we dug a bit deeper to see how many hits were referenced from within the website. It turned out that almost 60% of the hits were coming from within the website and about half from the homepage.

Upon seeing that, we reviewed a promo section on the homepage and sure enough, there was the offer in question. When we reported back on the metrics, the client admitted that they were in a rush when trying to find it and must have just overlooked it.

Trainers, consultants, and professional coaches tend to be very busy and not finding something quickly on the site can make them jump to false conclusions. Fair enough and we all make mistakes, but that’s why it’s important not to take action on personal perspective. It leads to bad decisions, mistakes, and poorer performing sites.

While Creating New Web Content, Don’t Forget to Manage the Old Web Content

ID-10068604Things move quickly on the internet, that’s no great revelation for most people. In an effort to keep up with email marketing campaigns, social media posts, and blog articles it’s easy to produce something and then forget about it. For email and social this often doesn’t create a problem but on a website, relics of the past can cause confusion.

Trainers, consultants, and professional coaches often work on a project and move on or have it transition to a new initiative. If project information is on the website it’s important that it reflects the current state rather than a past state.

A company we recently met with was experiencing a problem where their users were regularly complaining that project information shared with them was dated or inaccurate. This company was frustrated because they had instituted a custom email campaign specifically to keep users up to date. The person responsible for the communications said, “Honestly, I’m spoon feeding them the information at this point. What more can I do?”

After doing a review of the communication plan, we realized that the emails were actually highlighting the problem. The emails would link back to the website that had a project specific section. While the new content was there, dated content from the project’s inception was also prevalent. There was no clear definition of what information was current and much of it was outdated and no longer relevant.

After redesigning the structure of the project section and archiving old information, the complaints abated.

Websites tend to grow organically but there isn’t always a system for review and retirement of outdated information. If you find that users are struggling to understand your messages, perhaps a review and trim down of the website might clear up the misunderstandings.

 

Image courtesy of imagerymajestic / FreeDigitalPhotos.net

Are You Excited That You Are Boosting Your Own Web Analytics

There is one person who will repetitively visit your website, you.  When consultants, trainers, or professional coaches decide to make online marketing a priority, they often begin checking in on the site to see changes or to inspire ideas.  While that level of engagement is great, it can cause false results on the analytic reports.

The last post was about critically analyzing web analytics and a good example recently came up.  A client was running three separate campaigns to boost site traffic.  The push was set up because they were testing three separate offers to see which call to action created the best conversion. At the end of two weeks the client called and said, “We’ve seen a boost in traffic of 30% this month (roughly 300 more visitors).” While a jump was expected such a marked change so quickly seemed excessive.

So we pulled up the analytics and began reviewing where the traffic came from.  As it turned out, some of the increased traffic was legitimate but about half of it was self-created.  This client had five trainers that were all being asked to provide their input on the calls to action.  As suggestions came in, the trainers would go back to the calls to action pages to review revisions.  Doing this several times resulted in the group creating a false 150 hits.

So why is this important?  The significance of the hits has two primary effects.  The first is that we never want to create false data that guides our decision making.  The campaign did have a good start but it was about a 15% increase.  Making a decision on the calls to action or traffic generating campaigns would not have had true tested data. The second effect is it can skew trends.  At the end of the second two weeks, the increase was just under 25%.  Had we not reviewed the hits it would have appeared as if we had peaked quickly and were now regressing, when in reality we were continuing to see gradual improvement.

For this particular example, the resolution was to implement filters for the IP addresses of the firm’s computers.  But as an illustrative example, it’s a reaffirmation of keeping a close eye on analytics and questioning results that seem overly positive or negative.

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