Author: Franz Malten Buemann

  • Bring Universal Search to Slack

    Bring Universal Search to Slack. We built DataFetch (https://www.datafetch.io/) to make company information searchable to those within your company. Save time by searching all your major systems – Salesforce, Pardot, Adobe Marketo Engage, Hubspot, Eventbrite, Splash, etc. – simply use the ‘/df’ command.
    Drive adoption by searching all systems from 1 slash command Advanced filters allow you to find results quickly Share results directly within conversations and channels
    Existing connectors:
    Salesforce: Campaigns, Leads, Contacts, Reports, and Opportunities Pardot: Lists Adobe Marketo: Programs and Leads Hubspot: Contacts, Companies, and Deals Eventbrite: Events Splash: Events and Contacts ON24: Events Humanatix: Events MailChimp: Campaigns and Members
    See it in action: ​​​​https://www.youtube.com/watch?v=0VZTkUwQbVs
    submitted by /u/hollywood3786 [link] [comments]

  • 17 Free Ways to Monitor Your Salesforce Org

    Companies can spend millions on Salesforce and related services, such as sales and service enablement, optimizing processes, materials and technologies, and recruiting top talent – to only name a few! Companies are open to investing in Salesforce beyond the licenses because it positively impacts the… Read More

  • How to Improve Call Center Agent Productivity

    High call center agent productivity is every call center manager’s dream. Not only does it lead to higher profits and lowered costs, it also results in better employee engagement and improved customer experiences.
    So many factors damper agent productivity, like high call volumes and staff turnover, both of which are only too common in the call center industry. As managers, you need to be aware of your agents’ performance to ensure a good customer experience. And, agent performance is linked to agent productivity.
    How to Foster Agent Engagement in a Hybrid Contact Center
    Important metrics and KPIs for measuring agent productivity.
    As a call center, you have many metrics and KPIs available to measure agent productivity. Here are a few:
    Call abandonment rate.
    Call abandonment occurs when a customer hangs up before an agent answers the phone. For example, if 20 calls to a contact center out of 200 are hang-ups, the abandonment rate is 10%. Call abandonment often occurs because customers become frustrated with long wait times. If we’re honest, most customers don’t like waiting, period.
    While Voice Call-Backs help lower abandonment rates, they can’t address issues within specific agents. If you notice your call abandonment rate is higher than usual, talk to your agents. Find out what’s stopping them from reaching customers promptly.
    Average Handle Time (AHT).
    Average handle time is the average amount of time it takes an agent to wrap up a phone call or live chat. Lower average handle times usually mean higher productivity. But, AHT isn’t enough on it’s own. When evaluating average handle time, it’s important to compare it with customer satisfaction (CSAT) scores.
    Cost per call.
    Cost per call is a great agent productivity metric that shows the direct cost associated with each call your center receives. To calculate cost per call or contact, use this calculation:
    Cost per contact = monthly operating costs/ (# of contacts or interactions per month- abandoned calls)
    The Executive Guide to Improving 6 Call Center Metrics
    Tips and best practices for improving agent productivity.
    Metrics are important in identifying performance and operational issues. After looking at the data, act on it. Here are some tips to improve agent productivity:
    Offer autonomy.
    Your agents play a critical role in ensuring customer loyalty and satisfaction. As the first face or voice of your company, your agents are a customer’s first impression of your company. Your agents’ performance dictates a customer’s likelihood of promoting your brand to others.
    Don’t micromanage your agents, especially if their performance is generally strong. Empower agents by offering them autonomy through self-assessment and analysis, self-service tools, and by sharing historical data with them. This information helps agents take more pride in their work and feel more in control of their results.
    The Only Call Center Agent Performance Metrics You’ll Ever Need
    Give positive and constructive feedback.
    Create a culture in your call center where both managers and agents feel empowered to offer feedback. Give positive feedback to your agents in public, and offer constructive critiques in private. Offering valuable feedback improves call center agent productivity.
    Invest in your agents.
    Make use of centralized knowledge bases and provide easily accessible resources for agents to study on their own. Online content is becoming increasingly popular and effective for knowledge transfer within call centers. Invest in ongoing training for call center agents and make time for one-on-one coaching. Create learning opportunities for your agents to improve.
    Offer career growth opportunities.
    Call center agents don’t have dead-end jobs, no matter how badly the media portrays our industry. We know that call center agents have opportunities for lateral switches to different departments, as well as promotion potential. But, it’s management’s job to make sure their agents are aware of those opportunities. Promote new roles like supervisors and managers for your agents. Opportunities for career growth improves call center agent engagement and agent productivity.
    Offer flexible scheduling.
    A post-COVID-19 work era will likely involve hybrid models of remote work. This is especially true for call centers, where 60-80% of agents switched to a work-from-home model. Working from home might appear flexible enough, but it isn’t always. Talk to your agents to know their specific scheduling needs. Additionally, engaging a remote team is vital in improving call center agent productivity.
    How to Improve Contact Center Agent Performance
    Conclusion.
    Call center agents have difficult jobs. With high call volumes, impatient customers, and learning curves with new technology, it’s easy for agent productivity to fall sometimes. Use metrics to assess your agents’ performance and productivity and proactively address that data as soon as possible.
    Fonolo’s call monitoring helps you assess call quality, and Voice Call-Backs lower abandonment rate and call handle time. Technology is a great tool to improve agent productivity, but a human touch is always necessary. Engage your agents, invest in their careers, offer them autonomy in their day-to-day work for optimal results.The post Blog first appeared on Fonolo.

  • Making a difference (making a point)

    There are countless ways to make a point. You can clearly demonstrate that you are angry, smart, concerned, stronger, faster or more prepared than the person you’re engaging with.

    But making a point isn’t the same thing as making a difference.

    To make a difference, we need the practical empathy to realize that the other person doesn’t know what you know, doesn’t believe what you believe and might not want what you want. We have to move from where we are and momentarily understand where they are.

    When we make a point, we reject all of this. When we make a point, we establish our power in one way or another, but we probably don’t change very much.

    Change comes about when the story the other person tells themselves begins to change. If all you do is make a point, you’ve handed them a story about yourself. When you make a change, you’ve helped them embrace a new story about themselves.

    And even though it’s more fun (and feels safe, in some way) to make a point, if we really care, we’ll do the hard work to make a difference instead.

  • How technology helps us reimagine the travel booking experience

    In the first ten months of 2020, the Covid-19 pandemic cost the tourism industry $935 billion in revenue worldwide. Despite having no control over the global crisis, travel operators are forced to think creatively about the field they can impact and improve – the travellers’ experience.   If we dig deeper into available research, we’ll find that…
    The post How technology helps us reimagine the travel booking experience appeared first on Customer Experience Magazine.

  • How To Start An Email Newsletter With Benchmark Email

    Email newsletters are an extremely popular route of communication for the majority of businesses. In fact, if you just check your email inbox, there is almost a 100% chance that you have received some sort of newsletter in the past couple of days. In fact, over 80% of B2B marketers make use of email newsletters…
    The post How To Start An Email Newsletter With Benchmark Email appeared first on Benchmark Email.

  • US Agency Hiring Marketing Operations Specialist

    I’m a marketing director at an integrated marketing & PR agency and Platinum Tiered HubSpot Agency Partner. We’re looking for a Marketing Operations Specialist to use your martech skills to guide the technical decisions and implementations to execute marketing campaigns for our clients. You will be joining our team to leverage Hubspot and other platforms to amplify marketing campaigns, generate & nurture leads, and extract data for insights. You must be a power user in HubSpot, have experience with Google Analytics, and ideally have experience in Pardot and other platforms. We are looking for a full-time hire (not freelance) based in the US. Please DM me if you are interested in applying and I can share the full job posting along with my email address.
    submitted by /u/tennany [link] [comments]

  • What can I do to improve onlive.co?

    Hello friends how are you? ​ I want to tell you about a project called Onlive.co within the site we upload quality live and recorded content. I have been working on attraction campaigns and it has done very well, however we have had little retention even though the content is quite good. ​ What comments could you give me about the site? What do you think could be improved? I would greatly appreciate your comments. ​ Thanks in advance!
    submitted by /u/oscarfortiz92 [link] [comments]

  • Goals vs Objectives: The Simple Breakdown

    Terminology is everything. Marketing, Sales, Product, Service — virtually every function in a business relies on some common terminology to do their best work. One area where alignment on terminology is essential is goal setting.
    Whether you use the OKR model, the KPI framework, the Golden Circle, or another methodology, everyone in the company should understand the difference between a goal and an objective. Without this shared knowledge, teams could risk wasting time on irrelevant activities, at best, or working against a common purpose, at worst.
    “Goals” and “Objectives” often seem like two interchangeable phrases on the surface. “We have ambitious goals for 2019,” you might tell your marketing team, following up with, “Our objectives are aggressive but entirely possible.”
    To make your strategy crystal clear and gain alignment, it’s vital that your employees are up-to-date on the two most-used terms when outlining your quarterly and yearly strategy.
    Here, we’ll explain the difference between goals and objectives and discuss some of the most effective goal-setting frameworks used by marketing professionals today. You’ll also find measurement tactics to track your progress. By the end of this post, you can wave goodbye to ambiguity when it comes to your long-term and short-term marketing plans.

    Goals are undoubtedly critical to your business’s success. Ultimately, your company’s goals should align with your vision and mission in order for employees to best guide their own actions and decisions.
    For instance, let’s say this year your leadership team has outlined three broad goals for your company:

    Create a more inclusive workplace culture
    Grow international brand awareness
    Increase customer retention by 40%

    Great…now what?
    Here’s where objectives come into play — objectives are essentially the measurable actions you can take to achieve your overall goals. Typically, you’d use the S.M.A.R.T. criteria to define and measure specific objectives.
    Featured Resource: Free SMART Goal Template

    Download this Template for Free
    “Create a more inclusive workplace culture” is an admirable and important goal to have, but it’s vague and too broad to measure. Does “more inclusive” mean one diversity and inclusion panel discussion, or does it mean a 10% increase in women in leadership positions?
    Ultimately, your objectives will help your employees understand exactly what you expect from them.
    In another example, let’s say you inform your marketing department that your overall goal is to “grow international brand awareness”.
    Now, when your social media marketing manager is crafting her quarterly video campaign, she’ll think to herself — Hmm. How can I increase international brand awareness?
    She can cater her objectives to fit company goals, as well as her own personal vision. Perhaps she decides, “To demonstrate my success at increasing international brand awareness, my objectives for my video marketing campaign will be a) 10% of all form submissions come from outside the U.S., and b) an increase in engagement from Spanish-speaking Facebook fans by 5%.”
    Your social media marketing manager can then use her unique objectives to measure whether or not she’s contributing to the larger company goal of increasing international brand awareness.
    As you can see, objectives can be uniquely tailored to fit each departments’ needs, and allow for a large amount of autonomy. By instilling clear and firm company goals, you can feel confident that your employees are all working in the same direction, but taking largely different steps (e.g. objectives) to end up at the same finish line.

    There’s one more term differentiation you need to know — objectives versus strategy.
    Referencing our example above, let’s say your social media marketing manager decides one of her objectives will be “an increase in engagement from Spanish-speaking Facebook fans by 5%”.
    This is aligned with your company’s goal to increase international brand awareness.
    A strategy, then, tells your employee or team how she can accomplish her objectives. For instance, your social media marketing manager might decide to focus her paid efforts on Spanish-speaking countries, using Facebook’s location targeting features. Alternatively, maybe she decides to cultivate partnerships with international companies and posts videos in Spanish on Facebook specifically highlighting the work of those international organizations.
    Both of these options are examples of strategies.
    Her strategy might change over time. She might decide her paid efforts aren’t working, and try something else. Ultimately, however, her objective (increase engagement from Spanish-speaking Facebook fans by 5%) should remain the same.
    Types of Goals
    There isn’t a one-size-fits-all approach to communicating goals. There are many things businesses want to measure, especially from a marketing perspective, so it’s important to have several types of goals to choose from when setting the course for the year ahead.
    Time-Based Goals
    The first type of goal that businesses use to set a strategic direction is the time-based goal. This goal type provides a high-level explanation for what teams or individuals should be striving toward within a certain timeframe. Time-based goals can be short-term or long-term depending on the needs of your organization.
    Time-based goals help teams and individuals plan and execute urgent tasks. Some goals are time-sensitive and the primary outcome of achieving these types of goals is that they’re completed on time.
    An example of a time-based goal might be “Increase revenue by 10% to qualify for the best-in-class awards ceremony in August.” Because the award’s ceremony has a fixed date and the action stated in the goal is a requirement of the ceremony, this goal should be time-bound to increase the likelihood of reaching it.
    Outcome-Oriented Goals
    Outcome-oriented goals are independent of a specific timeframe and typically outline what the business is aiming to achieve at some point in the future. The objectives for outcome-oriented goals provide more context around when this goal should be completed and how to measure the success of the goal.
    For big picture changes, leadership transitions, and other types of major business milestones, outcome-oriented goals are used to communicate a new vision and era within a company. Objectives for this type of goal communicate actionable changes for employees, and therefore, pair well with process-oriented goals which we talk about next.
    Process-Oriented Goals
    If your business is aiming to set the direction for new workflows and processes, a process-oriented goal is the best choice. A process-oriented goal does not explain what outcome is being achieved. Instead, this goal type is prescriptive and explains what the team is responsible for doing in order to achieve an outcome.
    Objectives that are process-oriented can provide the tactical guidance employees need to do their day-to-day work. This goal and objective type works well during transition periods where change management is underway in a company. Process-oriented goals may be short-term or even temporary because once they’ve been achieved, the new and improved processes can be put into action on a regular basis.
    How to Measure Goals
    Measurement is a key component of any S.M.A.R.T. goal, but how exactly do you measure one? There are a few ways to determine if your actions yielded the desired outcome of your goals. Let’s take a look at them below.
    Ask a Closed-Ended Question
    First, the simplest way to measure a goal is by asking whether or not you met it. If your goal was written clearly, this should be fairly simple. Process-oriented goals are the easiest to measure in this way because they’re usually yes or no answers.
    For example, if your goal is to hold a quarterly alignment meeting between your department and another, you can answer “yes, the two teams had a quarterly alignment meeting” or “no, the quarterly alignment meeting didn’t happen.” For goals that weren’t met, be sure to note the reason why so that you can revisit the goal at your next planning session and determine if it’s worth trying again in the future.
    Use a Points System
    Multi-faceted goals can be difficult to measure, but if you have a guideline to follow when writing the goal, you can use that same guideline to measure it. For example, if your goal is to launch a new website by quarter three, you can split this goal into two measurable parts: the action and the deadline. If the team launches the website on time, the goal can be measured by awarding it two points — one for the action, and one for completing the action on time. If the website was launched late, the goal can be measured by awarding it only one point for completing the action and none for the deadline.
    The points system should be specific to your organization and align with a larger measurement system that is connected to performance or revenue. Don’t forget to communicate the points system before you begin planning goals so that everyone is aware of how the goals will be measured.
    Follow a Rubric
    Qualitative goals and goals without strict deadlines are difficult to measure because there are fewer numbers involved. In this case, you may find a rubric system useful when measuring these types of goals. With a rubric, you’ll have an opportunity to evaluate the context surrounding the goal and adjust the way it is measured.
    For instance, your team was working toward a process-oriented goal that, unfortunately, didn’t make the process easier. Instead, the team has reported longer workflows and more bottlenecks than they had before. In this case, a rubric can help determine what you expected the outcome of this goal to be and document what actually happened in order to report this goal as unsuccessful.
    How to Measure Objectives
    Because objectives are more specific than goals, they’re more straightforward to measure. To measure objectives, you can use one of the following concepts.
    Measure Attainment
    Most objectives will feature quantitative data like units, numbers, and figures. This means you can measure the progress you’ve made toward the outcome you expected to achieve.
    Let’s say your team wanted to generate 500 leads from a marketing campaign, and they managed to get 475. The attainment of that original 500-lead goal is 95%.
    (475/500*100) = 95% Goal Attainment
    As with any measurement, your organization can determine what is below average, average, and exceptional attainment which may differ by team or department.
    Measure Qualitative Data with Surveys
    For objectives that aim to change behavior or are affected by people in another way, quantitative measurements may not tell the full story of whether or not you met your objective. Surveys, focus groups, and other behavior measurements can provide the data you need to measure success.
    In HR functions, the team may want to improve employee satisfaction within the sales team. There isn’t a sole quantitative metric that can be used to measure this objective. Surveys like the eNPS can be a great way to measure a shift in culture that leads to changes in the company culture.
    Measure Past Performance vs. Current Performance
    Can you name a company that doesn’t want to improve its brand awareness? Neither can I. This is one of the most common objectives to measure on marketing teams, but it’s also one of the most difficult to measure. Everyone tracks it differently, so how do you know for sure if you’re measuring it correctly? How do you know if someone is aware of your brand now compared to a month ago without asking every single person in your target audience?
    For objectives like this that hold valuable insight, you’ll have to get creative and define your own metrics to measure. In this example about brand awareness, one way to measure it is by comparing how many direct searches or branded search terms you’re receiving now compared to a point in time in the past. Sure, it’s not perfect, but it is constant — that means you’ll have a fixed number to compare against. As long as your stakeholders agree on what metrics and numbers to compare, you’ll find that measuring these types of objectives isn’t so hard after all.
    Examples of Goals and Objectives
    Scenario 1: A Milestone Goal
    Goal: Open a new company HQ in Phoenix, AZ by Q4.
    Objective: Obtain all licensing and permit documents by Q2.
    In order to open a new HQ, you’ll need to do a lot of planning before Q4 to achieve the goal. Objectives will help keep you on track so that every step of the way is accounted for.
    How to Measure a Milestone Goal
    To measure the goal and objective in this example, you can use either the “closed-ended question” framework or the “points” framework. Did you open the new HQ? If so, you’ve met the goal according to the “closed-ended question” measurement. Did you open the new HQ on time? If not, award yourself one point for completing the activity and zero points for completing it late.
    By the end of Q4, each objective will have been built upon one another to reach the overall goal of opening the new HQ.
    Scenario 2: A Growth Goal
    Goal: Increase company market share by 10%.
    Objective: Grow customer base by 22% month-over-month for the next 12 months.
    We see that the goal and the objective are dependent on one another, and one way to grow market share is to acquire new customers.
    How to Measure a Growth Goal
    Because this goal is high-level and slightly vague, you may try to measure it by itself using the “closed-ended question” framework, but I’d suggest you don’t — here’s why. A goal like this can be affected by several other factors that aren’t outlined in your objectives. Those factors may even be outside of your organization’s control.
    When Popeye’s launched its chicken sandwich campaign, it didn’t expect to gain market share in the chicken sandwich category so quickly. Due to factors outside of its control, the company met its goal, but that success probably had little to do with the objectives the company originally set to achieve that goal. While it’s not a bad thing that the company achieved its goal, it’s important that your objectives explain why that goal was achieved.
    Measuring the objective in this example using the attainment framework will not only give your stakeholders an idea of how closely you met the goal due to activities within your control, it’ll highlight any factors that affected your goal but weren’t included as objectives. This will inform your team on what to include during the next goal planning session.
    Scenario 3: A Quantitative Goal
    Goal: Reduce donut cost by 18% in the next five years.
    Objective: Switch to a lower-cost sugar provider in the next six months.
    The goal in this example is outcome-based and time-based while the objective is process-oriented. The goal and objective are closely related to one another, but the two will need to be assessed differently in order to measure success.
    How to Measure a Quantitative Goal
    Use the attainment framework to measure the goal and the past vs. present metric for the objective. As each objective focuses on lowering the cost of the materials that make up the product referenced in the goal, the closer you’ll be to achieving the goal. Therefore, you’ll want to make sure to compare the new vendor’s price of sugar, in this case, to the previous vendor’s price. At the five-year mark, use measure attainment to the goal of 18% to determine if you met or exceeded the goal.
    Set Effective Goals and Objectives For Your Team This Quarter
    Goals and objectives are often used interchangeably, but they serve different purposes in business. Using the same language to describe the direction and progress within your organization will keep everyone on the same page and working toward the same outcome.
    Although these two terms have specific definitions, don’t get too caught up in the semantics — remember the most important part of goal-setting is getting the work done and showing results. If you’re not sure where to start, we’ve got you covered. Download the free marketing goal-setting template below to get your team moving in the right direction.
    Editor’s note: This post was originally published in April 2019 and has been updated for comprehensiveness.

  • What Does a Salesforce Developer Do?

    Salesforce Developers extend Salesforce orgs beyond declarative (point-and-click) configuration, build apps, and in turn, optimize business operations. Salesforce Developers will typically use two programming languages: Apex and Javascript. There’s no doubt that Salesforce Developers are deserving of their compensation – they carry out a core… Read More