CRM Systems: Managing Customer Relationships

DEFINE CRM (Customer Relationship Management)

Customer relationship management (CRM) refers to the business strategies, processes, and technology that businesses use to organize and improve relationships with customers and other key contacts such as vendors and partners.  We collect data about customers, analyze the information, and use it to improve business relationships, boost customer loyalty, grow sales, and even make product improvements.

 

The most important letter in the CRM acronym is the R (Relationship). Whether you track relationships in a spreadsheet, a CRM software, or a notebook is not the largest concern.  It is the focus on relationship building and developing empathy for your customers that is the highest priority. The collection and organization of data about those relationships shows up in your CRM system.

 

What’s a CRM System?

A CRM system is a term that’s often used interchangeably with the term CRM software....

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Find Your Ideal Customers Using Google Analytics and Zoho CRM

crm customer journey zoho Sep 14, 2018

How do you use Google Analytics and Zoho CRM to Create a Profile of Your Ideal Customers?

We all know Google Analytics is a powerful tool to understand what is happening on your website. The data is all anonymous, but it provides us with such interesting insights about website visitors and their behaviors.

Your Zoho CRM (Customer Relationship Management) software has a different kind of power. The data you’ve collected about the people you already know is in a centralized place where you can pull reports and see patterns.

How do you use these two business tools to create a profile of your ideal customers?  There are three key areas to look into: Demographics, Behaviors, and Sources. This article looks at these areas and how you can use them to learn more about your best customers.

WHO: Customer Demographics

Figuring out the demographics of your ideal customer is relatively easy. There’s data from your own business experiences as well as Google Analytics to...

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Managing Your Marketing Campaigns

content marketing Sep 07, 2018

For many small and medium sized companies, the hardest part of marketing campaigns is simply managing all of the different pieces of the marketing mix. The first step toward organizing the potential chaos is to plan and schedule specific marketing campaigns.

 

Definition: A marketing campaign is a sustained effort to promote your product or service through a defined series of activities. 

 

What Makes for Good Marketing Campaigns?

A good marketing campaign follows a theme, and it includes a series of touch points through each channel. While I wish that a single marketing campaign was enough effort for someone to take action, but that’s not realistic. The average consumer can take anywhere from 3 to 21 touch points before actually making a purchase. Since there is so much noise in the marketplace, repetition of a message in different channels is important.

 

The American Express campaign of Small Business Saturday utilized several...

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CRM Systems: Managing Customer Relationships

DEFINE CRM (Customer Relationship Management)

Customer relationship management (CRM) refers to the business strategies, processes, and technology that businesses use to organize and improve relationships with customers and other key contacts such as vendors and partners.  We collect data about customers, analyze the information, and use it to improve business relationships, boost customer loyalty, grow sales, and even make product improvements.

 

The most important letter in the CRM acronym is the R (Relationship). Whether you track relationships in a spreadsheet, a CRM software, or a notebook is not the largest concern.  It is the focus on relationship building and developing empathy for your customers that is the highest priority. The collection and organization of data about those relationships shows up in your CRM system.

 

 

What’s a CRM System?

A CRM system is a term that’s often used interchangeably with the term CRM...

Continue Reading...

NEW TRAINING: Zoho CRM and Integrations for Improved Productivity

partner Aug 29, 2018

Beckmann Collaborative is now an Authorized Zoho Partner!

 

What is Zoho?  It's is business management software that is cloud based and can be fully integrated in every nook and cranny of a business. If you're interested, you can read their story and more about Zoho here

 

What does being a Zoho authorized partner mean? It means that we have worked with the many different Zoho applications long enough to officially help other small businesses to use it. 


At Beckmann Collaborative, we love marketing operations and improving process. It's how we found Zoho. After using it within our own business for several months, we started to see how it could make our client's workflows much smoother and improve their productivity. So we've been helping several clients to implement it... so far it's going great.

The best "bang" for your buck, in our opinion, is Zoho One. This is your master-key to access all of the Zoho products. The reason you would want so...

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Marketing Dictionary of Industry Jargon

Uncategorized Aug 27, 2018

This Marketing Dictionary Includes Some Common Industry Terms Used (sometimes abused) by Marketers

Every industry has jargon used to define the key pieces of that profession. This marketing dictionary lists out the commonly used jargon that marketers often say. Like any other industry, some terms are used so often that we forget to explain ourselves better. On behalf of all marketers out there, I would like to apologize for the abuse of marketing jargon.

What's Included Here:

 

Content Marketing Dictionary of Jargon

Content Marketing – A strategy that uses the creation and distribution of valuable, relevant and consistent content (i.e. blog posts, news articles, videos) to engage your audience. (Read More from the Content Marketing Institute)

 

Call-to-Action (CTA) – This is a copy you use to instruct your audience to take an...

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Introducing the Partner Program - A New Community

partners Aug 01, 2018

We are excited to announce the launch of the new Partner Program for Beckmann Collaborative!

Over the past 5 years, we have shared resources with our partners in efforts to support small business owners across the United States. Collaborating with these partners has enabled us to deliver the best results to consulting clients. Partnerships have also provided opportunities for us to share knowledge, connections, and save money. We aim to support partners in growing their businesses by attracting and retaining their ideal customers.

Business has evolved, and so has Beckmann Collaborative’s partner program. We are moving beyond handshake agreements to support each other. The new partner program intends to grow partner relationships with deeper roots as we grow our businesses. We are building a partner community. 

The program is now accepting new partners. We are open to working with both established and up-and-coming businesses from a wide variety of...

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Customer Experience Branding

Can you deliver on your brand promise for customer experience? 

Your Brand + Your Customers = Customer Experience Branding

Building strong relationships with others is a foundation of humanity. We have friends, family, coworkers, and neighbors who we devote time, energy and effort towards. Developing those individual relationships is of high importance. There is a disconnect in business where we sometimes forget that customers are people who we should be building relationships with too.  Who are your customers in relation to your business’ brand?

 

When you open a business and begin serving people, you immediately have a brand – whether you know it or not. A brand is your reputation tied to the things you stand for in the community, and how you want the business to be viewed. This is how customer expectations are set for the interactions they have with your business. The quality and value delivered by your business is evaluated based on those...

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Business Basics: Having an Attitude of Gratitude

Uncategorized Nov 29, 2017

Have an attitude of gratitude.


An “attitude of gratitude” means having the habit of showing your thankfulness and appreciation in all parts of your life – including your business.  This is a powerful tool for any small business owner or leader. Why? Your attitude can transform your life and business, or…  a lack of gratitude can bring everything down.

 

“Researchers define appreciation as the act of acknowledging the goodness in life—in other words, seeing the positives in events, experiences, or other people (like our colleagues)… It [gratitude] recognizes how the positive things in our lives—like a success at work—are often due to forces outside of ourselves, particularly the efforts of other people.” (Greater Good Magazine)

 

You might say I’m already in the Thanksgiving spirit by writing this post. Really, this topic is much bigger than a holiday that has progressed to a focus on food...

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