Author: Franz Malten Buemann

  • How to Create a Report in Salesforce [Updated 2021]

    Salesforce reporting is possibly the most valuable capability you have at your disposal. With the wealth of information in your Salesforce org, it is vital that you know how to create a report in Salesforce so that your users can view the data that is… Read More

  • Getting Started with Salesforce Flow – Part 73 (Distribute Flow(s) or Process(es) Using Packages)

    Last Updated on October 14, 2021 by Rakesh Gupta Big Idea or Enduring Question: How do you deploy Flows or Processes using the Packages?   Objectives: After reading this blog post, the reader will be able to: Understand how to use packages to deploy flows Understand how to use packages to deploy processes Deploy
    The post Getting Started with Salesforce Flow – Part 73 (Distribute Flow(s) or Process(es) Using Packages) appeared first on Automation Champion.

  • Getting Started with Salesforce Flow – Part 72 (Deploy Flow(s) or Process(es) Using Change Sets)

    Last Updated on October 14, 2021 by Rakesh Gupta Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets?   Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to
    The post Getting Started with Salesforce Flow – Part 72 (Deploy Flow(s) or Process(es) Using Change Sets) appeared first on Automation Champion.

  • Building a lead list from various personsas in the healthcare space (hospitals, long-term care, urgent care, hospices, etc)? What processes/tools are out the for tracking down emails

    I was thinking of finding some group on linkedin, grabbing those users, then data mining for their emails? I’m not a marketer so I’m learning. My plan was to do a cold email marketing campaign using close or reply. I’m selling “premium/onshore custom software development services” for HIPAA compliant application, etc Let me know what other information I’m missing that could be helpful in providing advice, and i’ll get it right into the OP. Appreciate your patience with a noob.
    submitted by /u/papercloudsdotco [link] [comments]

  • How Many Visitors Should Your Site Get?

    Whether you’re working with an online business or a brick-and-mortar bolstered by an online presence, one question is destined to come up: how many visitors should your site get?
    Some tracking software makes it easy to gather metrics, but what does it all mean? A screen of numbers doesn’t magically transform into a successful marketing strategy and more visitors. Understanding and interpreting your site’s analytics (users, sessions, bounce rate, etc.) is the key to building, adjusting, and implementing the proper plan for growth.
    To understand how many visitors your site should get, you will need to:

    determine how many visitors are typical to websites in your industry
    establish a goal based on the variables (industry, size, user experience) of the company
    create a reasonable plan with actionable steps to execute a successful marketing strategy

    How many visitors does a website typically get?
    It depends. With the number of websites available on the web, it would be impossible to narrow this question down to one answer. Fortunately, there are tools and resources to help you make an educated guess.
    Before diving into monthly website visitors, it could help to understand the breakdown of website traffic. As of 2019, the statistical data platform Statista outlined the distribution of worldwide website traffic by its source. The breakdown is as follows:

    Direct (55%)
    Search (29%)
    Referral (13%)
    Social (2.5%)
    Paid Search (0.5%)

    As you analyze other companies and industries, you can assume that typically, over half of their visits come from direct searches. Most visitors are landing on a particular webpage because they typed the URL into the address bar. Understanding that more than half (55%) of visitors come from direct traffic and more than a quarter (29%) come from search engine result pages (SERPs), use this knowledge when combing through the metrics of other companies.
    How do you find these statistics? Platforms such as SimilarWeb, SEMRush, Ahrefs, and Alexa offer website traffic information for many domains. While these websites will push out an impressive list of metrics, take this information with a grain of salt. Unless the information is coming from the company, and even then, you can’t assume that the data is foolproof.
    The following table compares traffic breakdowns from SimilarWeb (SW) and SEMRush (SEM) for five companies.

    Company
    Total Visits
    Pages Per Visit
    Bounce Rate

    SW
    SEM
    SW
    SEM
    SW
    SEM

    Black Enterprise
    2.48M
    1.6M
    1.42
    1.57
    79.08%
    67.32%

    Hello Fresh
    9.47M
    8.3M
    5.81
    3.41
    43.43%
    47.84%

    Alibaba
    101.19M
    66.2M
    5.23
    3.99
    43.38%
    49.84

    Amazon
    2.65B
    3.3B
    8.66
    7.05
    35.54%
    37.49%

    Youtube
    35.11B
    20.8B
    11.4
    3.75
    20.96%
    48.22%

    You’ll find that the same website differs in every single metric provided by Similar Web and SEMRush. While you can’t assume which platform is more accurate than the other, you can use a combination of information from different sources to make an educated guess and average.
    Amazon (amazon.com) and Youtube (youtube.com) are two of the most visited websites globally. While SimilarWeb doesn’t offer monthly visitor data with their free version, SEMRush does. For August 2021, the platform lists Amazon and Youtube domains with 669.2M and 1.6B unique monthly visitors, respectively. To clarify, 1.6 billion different people made their way onto the Youtube website in August 2021 — according to SEMRush.
    While the numbers will vary, you can still create a snapshot of how many visitors a website typically gets. Unfortunately, it is harder to find this information for small and medium-sized businesses versus large corporations.
    How do you scale this information to your business? There are a series of factors to consider when determining how many visitors your site should get and setting a “good” number as your goal.
    How many unique visitors per month is good?
    The answer to this question depends on a few factors. First, are you evaluating a B2B, B2C, or hybrid company? B2B companies have a target audience of other businesses and organizations. B2C companies target direct consumers. One can infer that the potential for more unique monthly visitors for B2C companies is greater than that of B2B companies simply because their target audience is exponentially larger. B2B companies use niche marketing to sell particular products or services to a specific group of businesses while B2C companies focus their strategy on the needs, interests, and challenges of people in their everyday lives.
    Taking note of the business model, determining how many monthly unique visitors is “good” for your company depends on your answers to the following questions:

    What is the standard in your industry?
    How much content do you produce?
    How well is your content strategy working?
    What is the search volume for your targeted topics?
    How competitive are your target keywords?

    What is the standard in your industry?
    To make an accurate guess of where your company should be, determine the industry standard. To do this, evaluate your competition. Using tools like the previously mentioned SimilarWeb and SEMRush, you can create a general overview of your competitors, and use these statistics to establish an average for your industry.
    How much content do you produce?
    The more content you have available on your site, the more opportunities you create for visitors to find it. How much new content are you producing? One? Three? Five or more? The size of your team will affect the amount of content you’re able to create. If you find that you’re unable to produce new content, consider expanding the size of your team to meet your needs.
    How well is your content strategy working?
    To fix something, you need to know if it’s broken. Evaluate whether your content strategy is working. Are you ranking for your keywords? Have you seen an increase in views over the last few months? Where is the bulk of your traffic coming from? Once you can determine how your site is currently performing, you can take active steps to create an effective content strategy.
    What is the search volume for your targeted topics?
    Search volume for your targeted topics is directly related to the demand for that information, product, or service. High search volume can mean more visitors; however, this is directly affected by the competitiveness of your keywords.
    How competitive are your target keywords?
    A combination of these factors affects your website’s unique visitors per month, but it boils down to competition. The more competitive your target keywords, the harder it is to rank on the first page of a SERP. The more competitive the industry, the greater the chances of having potential website visitors split among the competition.
    Other factors that can affect your number of unique visitors per month are security, accessibility, mobile-friendly web pages, and user experience.
    Security
    Establishing a safe and secure website with an SSL certificate can boost your reputation and relationship with future consumers. Not only does it mean less time worrying about potential security incidents, but it allows your visitors to insert their information into your systems with confidence.
    Accessibility
    Fifteen percent of the world’s population are persons with disabilities. Many still use the web, and businesses must ensure that their content is accessible. Accessibility is not a feature, and making your website convenient to all visitors is not a bonus but a necessity.
    Mobile-Friendliness
    If your site isn’t mobile-friendly for cell phone users, you’re cutting off a large portion of potential visitors. In 2019, the World Advertising Research Center (WARC) estimated that around 2 billion people accessed the internet via only their smartphones. The report also stated that this number will be equivalent to 3.7 billion people (or 72.6%) by 2025.
    User Experience
    Click-through rate and bounce rate are metrics that help determine the user experience on your website. Evaluate them together. While a high click-through rate is positive, a high bounce rate is negative. Click-through rate is the percentage of people who visit your page after it comes up in a search. Bounce rate is the percentage of people who arrive and leave your web page quickly after landing on it. A high bounce rate sends search engines a signal that your content isn’t relevant to the users and negatively affects your rank.
    Once you can evaluate your industry, website, and content strategy, the next step is to set goals and execute them.
    Setting Reasonable Goals For Website Traffic
    Focus on the word “reasonable.” A goal to reach 10,000 monthly visitors next month might not be a stretch if you garnered 9,000 visitors this month; however, if your website receives an average of 2,500 monthly visitors, this goal might be less probable. Setting a realistic and attainable goal is the key to creating the proper marketing strategy for your business.
    Define Your Goal
    First, define your goal. Analyze your current metrics and that of your competitors. Let’s use HelloFresh and other meal kit delivery services as an example. The company’s direct competitors include Home Chef, Blue Apron, and Sunbasket. The ranking for their monthly unique visitors, according to SEMRush, is as follows for August 2021:

    HelloFresh (4.9 Million)
    Home Chef (2 Million)
    Blue Apron (1.2 Million)
    Sunbasket (696.6K)

    As previously mentioned, do not analyze these numbers as fact. They are a guide. If a new meal kit delivery service looked at the monthly unique visitors for these companies, they’d get an average of 2.1 million monthly views. Now, this can be a goal for the future but not the immediate future.
    A monthly goal for a small business receiving 5000 unique monthly visitors could be 10% or 500 new visitors. Set goals with a content plan in mind. With this goal in place, you can use it to determine the success of your content strategy.
    Build a Content Plan Around MSV
    Monthly search volume (MSV) is the number of times a specific keyword is entered into a search engine each month. MSV allows you to anticipate the amount of traffic available for a particular keyword term. Armed with this knowledge, you’ll be able to gauge which keywords are worth targeting for your content strategy. You’ll also be able to assess the needs of potential clients and customers and cater your content to them.
    Some free online keyword tools that help calculate MSV include Google Keyword Planner, Ahrefs Keyword Generator, and Answer the Public.
    Determine a Publishing Cadence
    In conjunction with creating your content strategy, lay out a schedule. How often you update your website is key to attracting more visitors because you increase the number of opportunities to land on your page. At the bare minimum, you want to post new content to your website every week. The amount of content is, of course, dependent on the size of your team and audience. The more resources you have, the more content you can create. The larger your audience, the more content you should create.
    While determining a publishing cadence is necessary, it is equally important to stick to it and remain consistent.
    Assess Your Performance
    The first step to assessing your goals is having a data reporting software set up. Once you do, it’s time to see if your unique monthly visitors increased. Whether or not you met your goal, ask yourself the following questions to review your progress:

    Did your unique monthly visitors increase or decrease? By what percent?
    Are you ranking for targeted keywords?
    Was there a trend (increase or decrease) in visitors across your industry?

    An increase or decrease in your unique monthly visitors isn’t enough to gauge the complete success of your goal or content strategy. Are you ranking for your targeted keywords? If yes, your content strategy is working, and your location in SERPs can lead to further increases in the future. If not, reassess and adopt new SEO methods for growth.
    When assessing your performance, it might also be necessary to measure factors out of your control, for example, industry trends. Was there a mutual dip in unique monthly views among you and your competitors? It is possible that your keyword MSV wasn’t as high as in previous months. A decrease in MSV for your keywords is out of your control. However, it is your responsibility to pivot and discover what your target audience is searching for.
    How many visitors should your site get?
    In content strategy and marketing, consistency is key. How many visitors should your site get? Ultimately, it comes down to how consistent you are in the tips featured above. Do you keep up with industry best practices to guide your knowledge on MSV? Do you periodically evaluate your content to boost your SEO? Are you updating your information to guide your goals?
    There is no magic number when it comes to monthly website visitors. Evaluate your website and use your current metrics to determine where you want to be in one, six, or 12 months from now. Changes rarely happen overnight. Set reasonable goals with realistic timelines, and you’ll eventually see growth.
    Editor’s note: This post was originally published in September 2009 and has been updated for comprehensiveness.

  • Die 4 Schritte zur Verbesserung des Vertriebssystem | CustomersX

    CustomersX bietet Vertrieb Beratung an. Aufgrund unserer zahlreichen Projekte konnten wir 4 Schritte zur Verbesserung eines Vertriebssystem identifizieren. In einem ersten Schritt gilt es ein leistungsstarkes Kundenwertmodell zu etablieren. Darüber hinaus gilt es, dieses Modell kontinuierlich weiterzuentwickeln.
    submitted by /u/CustomersX [link] [comments]

  • 7 Mistakes You’re Making With Your Newsletter (And How to Fix Them)

    Stale, boring email newsletters are all too common nowadays, and for a lot of the same reasons. Here are some of the most common email newsletter mistakes that marketers make.
    For as long as brands have been using email to market to their audience, they’ve been using newsletters as a means of updating customers on their products, educating their audience, one of the other countless goals they might have. 
    Newsletters are so common these days, you might even say that they’re getting a bit…boring? This may sound blasphemous coming from someone working at an email marketing software company, but the truth is that there are a lot of bland, boring newsletters out there.
    But how do you know if that’s you? How do you know if your newsletter is one of the ones getting deleted instead of getting read? And more importantly, how do you fix it?
    Let’s take a look at some of the most common email newsletter mistakes, and what you can do to fix them.
    Common newsletter mistakes

    You’re talking too much about yourself
    You’re pushing too hard for a sale
    You don’t have a goal in mind
    You’re not writing like a human
    You’re not segmenting your audience
    You aren’t A/B testing
    You’re not monitoring your results

    #1: You’re talking too much about yourself
    We can understand why you’d think a newsletter should primarily be about you or your business. It’s right there in the name, after all. But one of the most common newsletter mistakes marketers make is talking way too much about their business.
    Here’s a little secret about newsletters that rings true for all of marketing: nobody wants to hear you talk about yourself or your company. People subscribe (and stay subscribed) because there’s something in it for them.
    Think about the newsletters you enjoy reading — are they full of news about what that company had for Friday lunch together? Or are they full of helpful resources and content that appeal to your interests?
    This isn’t to say you shouldn’t talk about yourself at all. The 90/10 rule is a good one to follow here. Spend 90+% of the time educating your audience with helpful resources, and no more than 10% talking about yourself.
    #2: You’re pushing too hard for a sale
    One way to rack up newsletter unsubscribes quickly is to do nothing but promote your own products.
    Yes, email is the king of ROI, and ultimately, your goal is to grow your business, but your newsletter is not the place for direct, aggressive sales.
    Your newsletter is a place to build your brand and gain the trust and respect of your audience. Like we mentioned in point #1, your aim should be to be helpful. By asserting yourself as an engaging, helpful resource, you’ll gain the trust of your audience, and earn the right down the road to talk business.
    Newsletters are a long-term game about building your community and your brand, not direct profit.
    #3: You don’t have a goal in mind
    With each newsletter you send, it’s worth asking yourself “what is the goal of this email?” With that in mind, each email should have a very obvious action you want the reader to take. This is typically referred to as a call-to-action (CTA).
    If you want the reader to click through to a blog post, you should make it easy by adding a button that clearly directs them. If you’d like for them to register for a webinar, clearly communicate that, and give them an easy way to register.
    There are actually two ways brands frequently get this wrong. The first way is by not having any CTAs. Some (typically the “this is what we ate at our Friday lunch” crowd) will ramble on about something, without having a real reason why they’re in your inbox.
    The second way people get this wrong is by having too many CTAs. If you’re including links to everything you’ve ever published on the internet, it’s going to leave people confused on what to click. And after you’ve successfully given them decision paralysis, they’re likely to just close your email altogether.
    Narrow in on your goals, and you’re bound to see better results.
    #4: You’re not writing like a human
    This one is particularly true of brand or company newsletters — they forget to write like humans! Too many marketers write their newsletters in safe, bland language while hiding behind the brand name.
    While people can sometimes feel connected to companies and products, they feel stronger connections with people. If you’re writing a newsletter, take ownership of it. Let people get to know the person writing the email.
    Gigi Rosenberg, a public speaking coach and Campaign Monitor user, has great advice on this. She thinks of her newsletter as a party that she’s the host of — as opposed to social media, where she thinks of herself as more of an attendee.
    “The people on my email list are my invited guests or my VIPs,” says Gigi. “Each month I share one public speaking tool with this group of my favorite people. It’s a way for me to offer something useful and stay in touch with this community.”
    Watch Gigi’s video to learn more about how she makes her newsletter a personal, engaging experience.

    #5: You’re not segmenting your audience
    56% of people say they’ll unsubscribe from an email list if the content isn’t relevant to them. Yet marketers continue to send the same content to their entire list, hoping that people will be interested.
    Your audience is full of individuals who all have different interests. To keep your content relevant and avoid unsubscribes, start thinking of ways to break up your list by personas. Segmenting your audiences by age, location, or profession can give you better ideas of what content to send them, and in turn, keep them engaged.
    For more on segmentation and what it looks like in practice, make sure to check out our Guide to Segmentation in Marketing for the Evolving Marketer.
    #6: You’re not A/B testing
    A/B testing is an easy way to test different elements of your email and see what your audience prefers. A lot of brands neglect to do it, but those who do have seen big results.
    We ran an A/B test a while back, simply testing the tone of an email. One email used positive language, while the other was designed to try and create a sense of urgency and gravity. Turns out, our audience is pretty positive. The email with the positive tone won with a 22% higher conversion rate.

    Other things you can A/B test include:

    Subject lines
    Length of the email
    Content
    Images
    Personalization
    Template style
    CTA buttons

    The options are endless really.
    #7: You’re not monitoring your results
    One last newsletter mistake that marketers make with their newsletters is that they don’t monitor their results. Reviewing your metrics after each campaign gives you invaluable insights into what kind of content your audience is responding to.
    This allows you to understand your subscribers on a deeper level, and learn what preferences they have: if they prefer shorter or longer subject lines. Or if they like all-text emails as opposed to ones with images.
    Monitoring your email metrics is key to your newsletter’s success.
    Wrap up
    There are a lot of bad email newsletters out there, but that shouldn’t discourage you from sending them! When done right, the newsletter has incredible power for building your brand and cultivating a sense of community amongst your audience.
    Just make sure to avoid these common newsletter mistakes and you’ll do just fine.
    The post 7 Mistakes You’re Making With Your Newsletter (And How to Fix Them) appeared first on Campaign Monitor.

  • What are the essential brand value chain stages?

    In the last couple of months, CXM welcomed new team members to redefine itself and create a true CX community from the insight out. During several meetings where we discussed our mission and vision, we gave a lot of thought and attention to the brand value. Throughout the time, we realized this is a topic…
    The post What are the essential brand value chain stages? appeared first on Customer Experience Magazine.

  • 3 Tips to Reduce Cost Per Contact in the Call Center

    When it comes to keeping a pulse on the health of your contact center, cost per contact can be a very handy tool. This key performance indicator (KPI) provides insight into how effective agents are at delivering top-notch customer service and will signal to you when certain performance areas are falling off track.
    Unfamiliar with this term? We’ve got you covered. Read on for a crash course!
    The Executive Guide to Improving 6 Call Center Metrics
    What is cost per contact?
    Cost per contact is exactly as it sounds; it’s the amount that any interaction with a customer costs your company over a specific period of time. It’s safe to say that a low cost per contact indicates call center efficiency and generally predicts success.
    Here’s how to calculate CPC:
    At its core, the process of measuring cost per contact is pretty straightforward. Simply pick a time period and follow the formula below. Also remember that in this context “cost per call” refers to any interaction with a customer in the contact center, including calls, texts and live website chats.
    Total Call Center Costs/Total Number of Calls Answered = Cost Per Call

    Though the formula seems simple enough to grasp, it starts to get tricky when you have to determine the total cost of your call center. Don’t forget to count the following:

    Employee wages including vacation pay, over-time, and bonuses.
    Recruiting, hiring, and training costs.
    All company technology including hardware, software, and licensing fees.
    Office supplies, furniture, food, coffee, etc.

    How to Calculate Cost Per Contact in the Call Center
    What should I be aiming for?
    Ultimately, there isn’t one straight answer that fits every different contact center. The best way to know if your cost per contact is on track is to monitor it on a bi-weekly basis over the course of a few months. With this data, you’ll have a better understanding of what your contact center’s average cost per contact is and can watch for any peaks or valleys.
    If you notice an increase in your CPC, you can measure other KPIs to determine what areas may be impacting the number. Use metric-tracking software to determine if your average handle time is increasing, first call resolution is falling, abandoned call rates are rising, or customer satisfaction survey results are going down. Come up with solutions to improve these metrics and you should see an overall improvement in your cost per contact.

    TIP:
    It can be helpful to create sub-categories for cost per contact by department. For example, sales calls tend to be on the longer side and are often handled by staff who earn more than an agent who works on general account maintenance. Keeping tabs more specifically can help you better identify what’s working and what’s not for which employees.

    3 ways to reduce your cost per contact.
    Design training programs focused on efficiency.
    Ensuring all agents are equipped with the knowledge and training to handle calls fast and with tact is essential to keeping your cost per contact low. When agents are well-versed on their own responsibilities but also have a handle on other aspects of the contact center, it gives them an edge when it comes to redirecting callers to the correct lines or just stepping out of their usual roles to help a customer whose issue would normally need to be transferred.
    5 Best Practices for Training Remote Call Center Agents
    Optimize your Interactive Voice Response (IVR).
    When a customer calls into your contact center, the first impression they get is the IVR. An optimized IVR can mean the difference between one-time and repeat customers, high and low customer satisfaction scores, and whether or not a caller abandons before even reaching an agent.
    Have you heard of Visual IVR? It connects customers using web or mobile services to your IVR so they can easily get into the queue and schedule a call-back.
    Empower your customers with self-service options.
    If you give customers the opportunity to schedule their own call-backs, you give them the power to opt out of sitting on hold. Fonolo’s Conversation Scheduling technology makes it easy for agents and customers by giving callers the option to set the timing for their call-backs, ultimately smoothing out call spikes, lowering abandon rates, and helping your call center maintain a desirable cost per contact.The post Blog first appeared on Fonolo.

  • Contagious commerce

    Early adopters change the world.

    While one person choosing not to eat meat will have a small impact on our climate, it will have a much bigger impact on the restaurants, groceries and food suppliers who notice what you’re doing.

    They’ll change what they offer, and that will lead to a multiplier effect of other people changing their habits.

    Buying an electric car or installing solar before they’re the obvious economic choice has the same impact. Because once marketers and investors discover that there’s a significant group that likes to go first, they’re far more likely to invest the time and energy to improve what’s already there.

    The same goes for philanthropy. When some people eagerly fund a non-profit with a solution that’s still in beta, it makes it easier (and more likely) that someone else will start one as well.

    It also happens in the other direction. If we buy from a spamming telemarketer, abandon a trusted brand to save a buck or succumb to the hustle, the market notices.

    Very few people have the leverage to change the world. But all of us have the chance to change the people around us, and those actions change what gets built, funded and launched.