ClearVoice

DECEMBER 18, 2020

article sharing my experiences on the topic and the part where I wrap things up, which makes it extra convenient that the subject of this column is, in fact, how to document your work — either for your clients or yourself. Instant recap : Create an easily sharable document (Google Doc works best for this) and use it as your weekly template.

Work Management 105

Work Management Paid Search Agency Marketing Management Allocation 105

Hubspot

SEPTEMBER 20, 2021

This is where a Franchise Disclosure Document (FDD) comes into play. Here, we'll get a clearer picture of what this document is, review what it's used for, and offer some advice on when it's fit to sign. As a franchisee, make sure you receive this document and familiarize yourself with it. Let's jump in. Item 23: Receipts.

Copyright 64

Copyright Terms and Conditions Work Management Marketing Management 64

Hubspot

AUGUST 1, 2019

You probably spend a lot of time cultivating valuable connections by prospecting on LinkedIn , and it’s likely that at some point, you’ll want to download those contacts’ information to further nurture those connections. Where do you get started when exporting LinkedIn contacts -- and then what? Click the blue “Contacts” icon.

Linkedin 78

Linkedin Contacts Privacy Course 78

Vision Edge Marketing

OCTOBER 10, 2023

said all their processes are modeled and documented, with most organizations admitting that less than 25% of their processes were modeled and documented. It involves visualizing and documenting each step of a process, from initiation to completion, in a clear and concise manner. But here’s the rub.

Process 229

Process Optimization Work Management Marketing Management 229

Webbiquity

AUGUST 18, 2020

Pricing: contact vendor. Pricing: contact vendor. Among the tool’s capabilities are event agendas and schedules, chat, interactive Q&A and polling, a document library, native iOS and Android apps, breakout rooms, parallel sessions, applause, emails and alerts, social media integration, and performance analytics.

Enterprise Management 363

Enterprise Management Work Management Marketing Management Webinar Metrics 363

Hubspot

JULY 6, 2020

Be honest for a moment — are you still using spreadsheets to keep track of contact information for your nonprofit? Chances are, your organization grew out of this method of contact management quickly, and the tedious task of manually tracking contact data can be impacting your fundraising efforts. How has that been working out?

Enterprise Management 63

Enterprise Management Work Management Marketing Management Contacts 63

Sprout Social

DECEMBER 8, 2016

The Instagram Contact View displays a contact’s profile details and surfaces hashtag, geolocation and comment history. Accessing the Instagram Contact View in Sprout. The Description field is a readily accessible place where your team can add pertinent memos about a contact.

Contacts 82

Contacts Ideal Customer Profiles Broadcasting Display 82

Martech

NOVEMBER 27, 2023

If you were asked, right now, on the spot, to cite every possible source creating new contacts, leads, or supplemental data points in your CRM , could you do it? Understand what business conditions might exist that would make certain contacts marketable — or not. If you can answer that question “Yes!” Take lots of notes.

Marketing Automation Services 105

Marketing Automation Services Terms and Conditions Advertising Agencies CRM 105

Aberdeen

DECEMBER 20, 2018

Contact center leaders can analyze historical customer traffic across all channels to determine patterns driving increased or decreased traffic, gaining insights that can then be used through predictive analytics to predict future traffic across all channels. Similar benefits are also observed by the contact center.

Digital Asset Management 45

Digital Asset Management Contacts Marketing AI Enterprise Management 45

Tiecas

MARCH 15, 2024

You are not alone if you don’t have a documented strategy or roadmap. According to the findings from the Manufacturing Content Marketing—Insights for 2023, published by the Content Marketing Institute, 68% of manufacturing marketers surveyed said they either don’t have one or it is not documented.

Advertising Agencies 92

Advertising Agencies Marketing Agencies 1 Paid Search Agency Ad Agencies 92

Zoominfo

DECEMBER 23, 2020

One of those strategies to add to your resolutions needs to be for your contact database. Gather More First-Party Contact Information with Content. This is where content marketing comes in — contact information from newsletters, webinars, customer feedback, etc. is just as valuable as third-party contact data (if not more!).

Ideal Customer Profiles 245

Ideal Customer Profiles Zoominfo Verticals Data Hygiene 245

Marketing Insider Group

JANUARY 11, 2023

For example, see this requirements and best practices document from Amazon. In this document, Etsy helps you learn all the best practices and requirements for adding images to your product listing pages. You can do this by compiling text and links in a Google sheet, or by adding documents and screenshots to a Dropbox folder.

Multi-Channel 223

Multi-Channel Advertising Channels Work Management Marketing Management 223

Martech

MARCH 4, 2024

Create a requirements document for new data. Include the logic of your personalization campaign in that document. The data scientist merges the fresh record with the old record and that new / not-new contact falls out of the series. Is the contact information still correct? Catch it before it happens.

Marketing Automation Services 124

Marketing Automation Services Marketing Automation Work Management Automation 124

Engagio

APRIL 18, 2018

We’ve been documenting the general best practices of a six-step Account-Based Marketing strategy. Step two in an Account Based Marketing process is to discover the right contacts, and map them to your accounts. You’ll want to fill out these accounts and buying centers with specific contacts based on your ideal buyer profiles.

Account Based Marketing 54

Account Based Marketing ABM Contacts Reachforce 54

Marketing Insider Group

APRIL 5, 2021

It’s a 175-page document, so it’s heavy with details. The real find in this document is the explanation of key models they use to determine if content is low or high quality. Ensure contact information is easy to find for visitors: Don’t make customers go through lots of hoops just to ask a question or engage with you.

SEO 331

SEO SME Lead Ranking Content Marketing 331

Marketing Insider Group

NOVEMBER 17, 2020

Content marketing is a contact sport. For those with a well-documented content marketing strategy , you can expect to benefit greatly. They don’t have leadership buy-in, resources are slim, it’s just words in a document, or it’s not really a cultural foundation. The good news is that most of you have one. Image: SEMRush.

Marketing & Strategy 362

Marketing & Strategy Marketing Strategy Webinar Metrics Content Marketing 362

Webbiquity

JULY 22, 2022

In any business-to-business (B2B) relationship, an invoice is one of the most important documents for both parties. Invoices are first and foremost financial documents. Many businesses use invoices as a tracking document for purchased stock, so getting the exact amounts and costs right is essential for client satisfaction.

Terms and Conditions 136

Terms and Conditions Ad Exchange Customer Satisfaction Design 136

Lead Liaison

JANUARY 31, 2023

Take this for example, if you’re on the show floor with a VIP and need to connect them with another team member they may already have a great relationship with, would you contact them by Slack? Lead liaison’s universal lead capture app enables users to customize responsive forms and include documentation while scanning in the lead.

Lead Liaison 97

Lead Liaison Trade Show SMS Marketing Automation Services 97

Zoominfo

MARCH 24, 2021

Examples of poor data include: Missing contact fields Inaccuracies due to outdated information (e.g., Bad data results in misspelled names, undelivered messages, account or contact mix-ups, duplicate communications, and much more. Work with them to fix any holes or inconsistencies in your sales and marketing contact database.

Data Hygiene 251

Data Hygiene Buyer Personas Churn Rate B2B 251

Spiralytics

NOVEMBER 14, 2022

An electronic signature, more often known as an e-signature is a fast and secure way to sign digital documents. In most cases, an e-signature is a digital file embedded into a document that indicates that you have agreed to its terms. However, it is not applicable to all document types. e-signatures are legal in the Philippines.

Act-On 114

Act-On SMS Validation Work Management 114

The Point

MAY 19, 2020

4 Strategic and measured use of form fields to capture critical information, minimize friction and maximize conversion rates, combined with progressive profiling to append contact data and better qualify leads as they re-engage. Integration of “skip logic” to ensure that prospects don’t receive emails for content already consumed.

Lead Nurturing 299

Lead Nurturing Class Budget Programs Lead Scoring 299

Martech

FEBRUARY 8, 2024

Step up your LinkedIn strategy with documents and polls. By distinguishing lead ownership from associated contact or company ownership, sales processes can now mirror the complex dynamics of your team’s operations more accurately. Expanded insights and data management capabilities with limit increases.

Enterprise Management 94

Enterprise Management Sales Qualified Leads API Hubspot 94

Navigate the Channel

JULY 13, 2023

Email service provider Constant Contact is currently keeping data on some 200 million monthly emails sent by customers who use its platform, including open rates, click rates and bounce rates. Before you begin to document your content ideas, establish your marketing goal(s) and objective(s) for the campaign.

Email Marketing 120

Email Marketing Planning Paid Search Agency B2B Thought Leadership 120

Martech

DECEMBER 20, 2023

Because people learn differently, it’s beneficial to have in-person trainer-led sessions where users can ask questions, as well as written documentation and perhaps videos they can refer to on their own. Be conscious of the language you use in training and documentation. Find out: What’s working for them and what isn’t?

Practices 109

Practices Best Practices Training Guidelines 109

Capstone Insights

MARCH 13, 2018

How do you actually mechanize a contacts-only approach to CRM? This post brings you through my experiences and thinking on how to transition to a contacts-only approach to CRM. This post brings you through my experiences and thinking on how to transition to a contacts-only approach to CRM. They will put this post in context.

Contacts 40

Contacts CRM Salesforce.com Marketing Management 40

Navigate the Channel

NOVEMBER 6, 2023

This doesn’t mean that you should hound potential customers with “Buy It Now” pop-ups, but your site should offer a convenient method for customers to act on the information they find—even if only by taking advantage of strategically placed contact forms or opt-ins for special event information, social updates, and discounts.

Opt-out 65

Opt-out Blast Campaigns Opt-in Trade Show 65

Valasys

JANUARY 18, 2024

You’re not alone in this struggle; many have found themselves in a maze of requests for documents and detailed information, often leading to frustrating delays. This implies that even before you consider listing your first product, you’ve got to ensure that these documents are readily available and up-to-date.

Amazon 40

Amazon Planning Marketing Management Paid Search Agency 40

Salesforce Marketing Cloud

JANUARY 23, 2024

You likely have FAQs and knowledge base articles to guide your contact center agents and field service technicians, but how often is that information updated? Which topics are simply not documented at all? It includes FAQs, guidelines, and documented procedures, like how to handle a service outage. How much of it is duplicative?

Work Management 104

Work Management Customer Satisfaction Knowledge Base FAQ 104

Salesforce Marketing Cloud

MARCH 19, 2024

The Salesforce Serviceblazer Community is an online platform that brings together contact center professionals, industry experts, and Salesforce enthusiasts from around the globe. When you join this community, you get anytime access to unique perspectives across the entire customer experience — from the contact center to the field.

Communities 135

Communities Peer-to-peer Work Management Thought Leadership 135

Martech

APRIL 26, 2023

.” For example, create a filter for contact records created in the last seven days and save that view to easily revisit it without inputting a different date range each time. That process was difficult to maintain and often resulted in emails sent to contacts by mistake.

Knowledge Base 91

Knowledge Base Hubspot Validation Landing Pages 91

Martech

AUGUST 15, 2023

Understand how to make search faster in your DAM Learn about document classification It is often said that the highest form of flattery is theft, but let’s call it “borrowing.” Look to groups that need to incorporate complex documents into simplified enterprise search, including: The librarians (Harvard has a wonderful guide to the subject ).

Digital Asset Management 71

Digital Asset Management Enterprise Management Work Management Marketing Management 71

Navigate the Channel

NOVEMBER 19, 2023

Documenting Your Social Policy You’ll probably want to document a social policy for the communication team clearly defining roles and responsibilities when it comes to engaging, sharing and responding with the social community. Document a clear social policy to define roles and responsibilities.

Social Media 65

Social Media Media Communities FAQ 65

Envy

FEBRUARY 14, 2022

HubSpot snippets are short, reusable text blocks that can be used on contact, company, deal and ticket records, in email templates, in chat conversations, and when logging an activity or note. Let’s say you work with a text document that contains certain phrases or important details that you copy-paste into emails on a regular basis.

Hubspot 109

Hubspot Features Press Template 109

Martech

APRIL 23, 2024

Or their solution might deliver only one service, like email, sales contacts or social media posting and metrics, which is holding back your organization’s efficiency. Once you determine what is most important about the work you do in your martech tool, make sure you have created a governance document that your IT department has signed.

Enterprise Management 89

Enterprise Management Work Management Marketing Management Vendors 89

SmartBug Media

JULY 12, 2021

Storage, including document management, customer relationship management (CRM), and content management system (CMS). As a bare minimum, consider these three categories as the base of any marketing strategy: Storage (document storage, CRM, and CMS). Store drafts of documents. Store marketing contacts. Project management.

Marketing Report 122

Marketing Report Marketing Automation Services CMS Development Tools 122

Lead Liaison

DECEMBER 22, 2022

You’ve set up your Universal Lead Capture form, your documents are ready to go, and your team is trained. Now the important question: have you figured out how your team will actually be capturing contact data at your event? . For most events, especially in the US, you can get contact data by scanning name badges.

Lead Capture 76

Lead Capture API Lead Liaison Sales Qualified Leads 76

Martech

APRIL 4, 2024

New suggested activity: reconnect with re-engaged contacts. Now, you can create custom file properties that allow for direct file uploads in forms, ensuring necessary documents, such as purchase agreements or contracts, are attached at crucial stages of the customer journey. Better trend monitoring for records.

Enterprise Management 52

Enterprise Management CMS Development Work Management Marketing Management 52