No one wants to end up on the email blacklist. If you’re struggling to reach people with your emails, there’s a small (but not insignificant) chance that you’ve somehow found your way onto a spam blacklist. These prevent your emails from ending up in your subscribers’ inboxes, which, as you might expect, is going to…
The post Is Your Email Blacklisted? Here’s How to Find Out appeared first on Benchmark Email.
Author: Franz Malten Buemann
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Is Your Email Blacklisted? Here’s How to Find Out
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Pardot Summer ‘21 Release: New Feature Round-up
This spring, I was thrilled to be named general manager for Salesforce Pardot — one of the fastest-growing marketing automation platforms in the B2B space. I’m a product person at heart, and I couldn’t be more excited about our recent innovation and planned roadmap.
Earlier in the year, we gave you a sneak peek of upcoming innovations for our account-based marketing (ABM) technology. Today, I’m excited to share more details about those innovations and other features included in our Summer ‘21 release. Together, these features will help you reach the right accounts for your business, launch ABM campaigns in seconds, deliver more compelling email messages at the right time, and much more.
Here are just a few highlights from the Summer ’21 release along with a preview of what’s ahead. For a complete view of what’s launching, review the Pardot Summer ’21 release notes or watch the Pardot Summer ‘21 release readiness webinar (number 13 in the playlist).
Generally Available Now
Einstein Send Time Optimization for Pardot
One of our most popular Marketing Cloud features is now available to Salesforce Pardot customers. Use the power of artificial intelligence (AI) to better understand your accounts and boost email engagement. Einstein evaluates open and click times so you can send email messages at the right time for every prospect on your list — whether they’re on the East coast of the U.S. checking email after dinner or just starting their day on the opposite side of the globe.
We’re so excited about this feature that we’re dedicating an entire blog post to it. Watch for it later this week.
Accounts as Campaign Members
Once you’ve identified your top accounts, you can now add them directly to a campaign — even before you’ve identified the account buyers.
Historically, Salesforce Pardot campaigns have centered on contacts and leads. But as more organizations rally around an ABM approach to account selection and nurturing, building campaigns at the account level is more important than ever. With Accounts as Campaign Members, you can run prospecting campaigns with outbound sales reps to identify the right buyers in each target account. You can also target accounts for virtual events before you finalize the RSVP list, then automatically add new account contacts as they’re identified.
Simply put, this feature is a game changer that will empower sales reps to help marketing target the right buyers for upcoming campaigns.New Email Marketing Settings to View Mailable Prospects in a New Light
Have you ever struggled to understand why a prospect didn’t receive your email, or how to make a prospect mailable again? To solve these types of mailability issues, we’ve upgraded Pardot’s model for qualifying prospects to receive marketing messages.
The updated model offers more insights into a prospect’s mailability status, their Do Not Email and Opted Out settings, and bounce information; it also provides more options for editing mailability data via Pardot automations. This means you can filter out undeliverable prospects from future communications faster and prioritize opt-in preferences more easily into your compliance workflows.
The mailability upgrade is available now and must be enabled to use. It will become a permanent upgrade for all customers in the Winter ’22 release.
Email Builder Enhancements
We’re always working to improve the user experience for Email Builder. With the Summer ’21 release, we have:Expanded the list of default font options to help you build eye-catching messages
Improved our error handling so you can easily identify which components on the canvas have issues that need to be addressed before saving
Provided an in-app video tutorial to help acclimate new users
Added packaging capabilities for email templates so you can easily gather all related assets and save them for future useYou can also send operational emails for critical notifications using the Pardot Email Lightning experience and access a streamlined setup experience for Pardot Email, including a simplified setup page and the ability to leverage a default domain for CMS — eliminating the need for IT support.
In Beta
Einstein Key Account Identification
Don’t rely on intuition to guide your account selection strategy. Einstein Key Accounts Identification draws on the power of AI to identify accounts in your CRM with the strongest buying signals so you can spend your time on the right deals.
Einstein will look at buyer engagement data across the account in Salesforce Pardot, along with data from your CRM, to highlight key account characteristics and buyer behaviors that indicate an account’s viability as a business opportunity. It will tier each account as an A, B, C or D — A being accounts with the greatest buying potential. Einstein will also dig deeper into the data and surface the “why” behind each account’s ranking.
More Pardot Resources
See what’s next for Pardot by joining the June 22 webinar Pardot Product Roadmap: Powering the Next Generation of B2B Marketing.
Watch our on-demand webinar Pardot Release Highlights: ABM, Privacy, and More. -
Slick Document Generation App for Salesforce [In-Depth Review]
PandaDoc is a document generation vendor that integrates seamlessly with Salesforce to produce professional documents. It takes minimal time and effort to get set up. PandaDoc is not just a Salesforce document generation tool. Because PandaDoc only integrates with Salesforce and is not built on… Read More
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Getting Started with Salesforce Flow – Part 65 (Auto Follow Record Based on Criteria)
Big Idea or Enduring Question: How can users automatically follow records when the records meet specific criteria? Within Salesforce, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. If you want to … Continue reading →
The post Getting Started with Salesforce Flow – Part 65 (Auto Follow Record Based on Criteria) appeared first on Automation Champion. -
What Inclusion Really Means: Pride Month Edition
As creative people and marketers, we spend a lot of time thinking about the relationship between people and brand. Hours of sorting through data trying to determine if a particular ad, campaign, color, or headline was a huge success or a massive flop (or worse—totally neutral, revealing very little of value).
We can get really obsessed, trying to get in the mind of the customer and understand them on a deeper psychological level that they don’t even understand.
I spend a lot of time reading blogs and books, or attending webinars, trying to understand why this and not that.
“Why did this button copy have a better click rate than this one?”
“Why did people seem to prefer this background color so much more than the other?”
Often, authors or webinar hosts will reference Maslow’s Hierarchy of Needs when explaining the relationship between psychology and marketing.
If you’re not familiar, the Hierarchy of Needs is a framework by Abraham Maslow which theorizes that people are motivated by five basic categories of needs: physiological, safety, love, esteem, and self-actualization. It’s also, conveniently, represented in a rainbow.The framework is simple, but the ideas here are complex. While much time has been spent diving into each of these categories, today, I’m going to spend time on that middle piece — love and belonging.
Cultivating a sense of belonging
Ever shown up to a party by yourself? It’s terrifying. If you are like me, your first move is to make a beeline towards the bar. After that, I usually find myself scanning the room for someone I know or someone who looks familiar to me. I feel instantly more comfortable in situations when I see representation. It moves me from safety needs to belonging needs. So what does this relationship look like between brands and their customers?
You have probably noticed the recent trend for brands changing their logos to the various LQBTQIA flags for pride month. LinkedIn, Spotify, Airbnb, and loads of others have jumped in on this trend.Other brands have released rainbow limited edition products like Vans, Apple, Skittles, and Adidas. Some brands are even sponsoring pride content on streaming services like Hulu.
Don’t get me wrong, the more representation the better. But, inclusion is more than throwing up a rainbow flag for a month. Inclusion requires empathy, and empathy requires understanding.
I am welcoming of all types of inclusion, but if you are looking to create lasting relationships with certain communities, you must tap into the psychological need we all have as humans to belong and feel like equals. This level of representation is still very rare for most brands.
Watch these two commercials and tell me what is different.
Campbells:This ad, while cute and representative, still has the punchline around being gay.
Wells Fargo:This ad is not about being gay. It’s about being a family. You could easily swap the couple out for any gender or orientation. It was written with a couple in mind, not a gay couple. Why not just write a great script and cast people, of any kind? Why limit yourself by saying these have to be a specific way? I have always found it interesting that, as marketers, we feel like we have to write specific things for specific people rather than focusing on a great story or punchline. That’s hard enough on its own.
You need visibility and representation, but in a way that doesn’t frame the queer community as outsiders, but as people. Just like everyone else.
This is important from a human-to-human level — trying to see past stereotypes and misconceived notions of what you think a person is like, and actually getting to know them for who they are, and what is important to them.
Belonging and love needs (from Maslow’s Hierarchy of Needs) are only met when we take the extra step as marketers to see and understand that all people just want to be seen and shown as equals — not as props or checkboxes.
Small steps toward inclusivity
If you are a marketer looking for more ways to ensure you are being inclusive, here are a few things you can do:Audit your sites and other marketing materials to ensure the photography or illustrations represent an equal balance of all people in authentic situations.
Include pronouns in profiles and signatures (if you aren’t already).Push back on clients, managers, co-workers if there is feedback around inclusion and diversity.Tip: If you are dealing with people who want to talk numbers have them google “pink money” and the rise of LQBTQIA buying power.
Share your platform with members of the LQBTQIA community throughout the year rather than just seeking them out in the month of June. Collaborate with them on things other than LGBTQIA content, and allow them the space to speak about areas of passion or expertise. There is nothing more inspiring for a young professional than to see someone who is a badass in their career, and just happens to be out.
Above all else, check your own bias as a leader to make sure you are leading and inspiring the team around you to care about these issues.Extra Credit: Visit your local HRC branch and spend some time with people who work there. Understand what the LGBTQIA is still fighting for and what they need from local businesses in terms of support.
The post What Inclusion Really Means: Pride Month Edition appeared first on Campaign Monitor.
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How To Improve Your LinkedIn Profile
Did you know that far more employers will look at your LinkedIn profile than will ever look at your resume? This means your LinkedIn profile needs to be a priority, if it isn’t already. Most individuals think that LinkedIn is simple, you toss up an… Read More
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What Netflix Bingeing Taught Me About Digital Experience
Next time you open Netflix, I want you to try something.
When you see your tailored suggestions, as the platform starts the video right where you left off on your iPad, stop and take note of that experience.
How do these experiences actually make you feel?
Does the device handoff give you a rush of excitement and gratitude?
Probably not.
Start over. Imagine opening Netflix again.
Your recommendations are gone, replaced with an unfiltered list of content. The list feels random, but then you’d expect at least a couple of shows to be of random interest. They’re not. That episode you’re halfway through on your iPad? You’ll have to scroll back and forth to find your place. Ultimately, you’ll probably just rewatch parts of the episode “just to be safe”.If you’re like me (my apologies if you are), you’ll react more to this moment of friction than the moment of seamless performance. The seamless experience is largely invisible — it’s unfelt — while the bad experience is impossible to ignore. Based on how bad it is, it’ll haunt you and sometimes make you question your life choices.
It may even push you toward Hulu or Disney +, or another platform that you trust more.The same dynamic is at play for the digital experiences you deliver to customers.
2020 and 2021 accelerated digital transformation across industries, creating a new set of expectations in your customers’ personal and professional lives.
For them, being delighted isn’t a capstone to their experience as your customer; it’s the cornerstone your relationship is built on. Today’s buyers have more options, and disruptors are acquiring — and retaining — new business through the experience they provide their customers.
These new expectations present huge opportunities for those who are willing to rethink their digital experiences and a huge risk for those who are not.
So, why are so many businesses failing to meet these expectations?
Is it because they just don’t care about the customers’ experience? Sometimes — but not usually. A vast majority of businesses would love to deliver a delightful experience.
The reason they don’t is mostly because cobbled-together point solutions can’t deliver a clear view of the customer.
After all, scaling companies are in a constant state of adaptation. As new needs and opportunities arise, companies introduce a network of individual solutions that solve discrete problems: a CRM to manage customer data, a CMS to build their website, and marketing automation to scale their efforts.
Over time, as you add more solutions, your company’s tech stack grows so unwieldy it becomes a barrier between you and your customers instead of a bridge. It keeps you from the agile reporting you need and makes automation way more complicated than it should be. It makes personalization unreliable and messaging fragmented.
Since the dawn of the digital age, the status quo has been to rely on a separate CRM, CMS and automation tool. It’s what many marketing leaders have accepted as a necessary evil — despite the friction it causes for customers.
So, how do today’s companies win?
By delivering a best-in-class, unified digital experience that exceeds customer expectations. Doing this requires two foundational elements.
1. Information
Any marketing based on assumptions is doomed to failure. To get the digital experience right for every individual customer at scale requires reliable, organized and actionable data.
Not just ‘who are your customers?’ but ‘who is this customer?’ How and where have they interacted with you digitally? What do they need from you right now, and more importantly, what will they need from you next?
At HubSpot, we built the Customer Code with this philosophy in mind: Use the data you have access to, don’t abuse it. But in order to leverage the data you gather to create better digital experiences, all of your customer-facing teams need a single source of truth for that data — a key ingredient that’s beyond the reach of companies that still use cobbled-together solutions. That’s where centralization comes in.
2. CentralizationProviding a seamless experience across touchpoints is really a matter of shifting from ad hoc point solutions to a crafted, unified platform that provides a single view of the customer. When a CMS sits alongside key sales, services, and marketing tools in a centralized system, every customer-facing team knows how customers are interacting with their business and — more importantly — how they can help.
And this is the key: if you want your marketing, sales and service teams to deliver a great experience, you have to give them a fighting chance. You do this by having the systems and data they use aligned and unified.
For example, consider a repeat visitor to your pricing page. If both marketing and sales can see this activity, the marketing team can send a discount code or helpful resources that contextualize your pricing while sales can reach out to offer guidance or a product demo.
With this centralized platform and toolset, you can see and anticipate customer needs and take action immediately. You can tailor digital experiences on an individual level, across touchpoints, using the most up-to-date insights on customer needs, questions or interests — just like they expect you to.
The CRM for Today’s Customer Expectations
The answer to these business challenges isn’t just to use a CRM. You probably already have one of those. If you’re really unlucky, maybe even two. It probably doesn’t allow you to easily do any of what I just described, and it likely can’t deliver the seamless experiences your customers expect.
Instead, you need a CRM platform that has been designed specifically to meet today’s sky-high customer expectations; one that you can adapt to changing customer expectations, align your teams around, and adopt without an uphill change management battle. (And no, there are no change management battles that are downhill).
To pull off this digital experience at scale, you need to rethink the underlying components of the experience itself.
The customer-facing pieces — your website, email content, advertising, member portals — are front and center. But only touchpoints that are powered by a modern, purpose-built CRM provide the personalization and timeliness that distinguish an average digital interaction from an elite one.
And whether it’s Netflix, HubSpot or your corner cafe, delivering elite customer experiences is the key to navigating uncertain times, thriving in the digital-first era, and ultimately, growing better. -
Why Call Center Agent Engagement Matters
The numbers are in, and the truth is out: the American workforce is pretty underwhelmed these days.
Only 30% of American workforce says they’re engaged and inspired at work, with the other 70% identifying as ‘disengaged’ employees who do the bare minimum. For call center managers, this disparity is a big cause for concern.
Call center managers who can’t discern an engaged call center employee from one who has their foot firmly out the door are at a big disadvantage. Those leaders focusing only on the task-based output of workers while ignoring agent engagement and general well-being will likely lose top employees to competitors, and have to foot big bills related to recruitment, training, and turnover. Plus, every time an employee leaves, they risk lowering their call center’s morale, threatening the engagement of the staff who are left behind.
How to Foster Agent Engagement in a Hybrid Contact Center
If you want high productivity and a positive culture for your contact center, but don’t value or monitor call center agent engagement, your growth will be forever stunted. Luckily, taking steps to monitor and improve call center agent engagement is fairly easy. Read on to learn what engagement actually looks like, and why you should care.
What does an engaged call center agent look like?
Like any top-notch, dedicated employee, the engaged call center agent is diligent, finds joy in their day-to-day tasks, always seeks to improve their skills, and understands your mission and your business’ bottom line. Need help identifying the cream of the crop? Keep an eye out for agents who exhibit at least one of the following behaviors.
1. They’re motivated to excel in their work.
Engaged contact center staff are “present,” active participants in their daily work. While their motivations may vary (career growth, rewards or benefits you offer them, furthering the company’s profile, or a simple happiness in their job), they show up to the office every day with great enthusiasm and give the sense that they really want to be there and help your department and the overall company succeed.
2. They understand the big picture of the business (and their role).
Agents who are focused and enthusiastic on the job are more likely to be those who understand the overall mission of the business, where it is headed, and how their specific role contributes to this overall big picture. They are able to visualize the overarching goals of the company, as well as their own personal goals. Their approach to day-to-day work is inextricably linked to contributing to both sets of goals. This is why engaged employees tend to respond positively and proactively to any goal-setting steps you may take as a manager.
3. They always take ownership.
Dedicated, satisfied employees tend to take ownership rather than pass the buck, remaining committed to improving themselves and growing their set of responsibilities. They ultimately take ownership of and pride in their own role and daily tasks, knowing how every action they take relates to the overall machinery of the business. Additionally, they are likely to find workplace challenges a fun exercise, proactively seeking solutions in order to learn, grow, and support their fellow staff.
5 Important Strategies for Agent Engagement in 2021
Why does call center agent engagement matter?
There is overwhelming evidence to suggest that call center agent engagement impacts your workplace culture as well as your call center budget. Once you invest in your agents and their overall engagement, you will see a significant correlation between agent engagement and higher performance, better customer satisfaction (CSat) scores, and overall call center culture.
There are several reasons why call center managers should focus on engaging their agents in a way that makes them feel valued by the overall business.
1. Recruiting new call center agents is expensive.
When a call center agent is disengaged, not only do they leave the premises, they leave their call center with the cost of recruiting, re-hiring, and retraining in their dust. Replacing a single call center agent can run a company as high as $20,000 USD in costs. This doesn’t even include the deficit in knowledge that occurs when a senior agent bids your call center farewell.
So, how does a customer service department save themselves some serious funds? They should focus on engagement, which ultimately drives agent retention as well as a boost in consumer-focused metrics. According to Gallup, “highly engaged business units achieve 59% lower turnover,” which help them achieve a 10% increase in customer metrics and a 20% increase in sales.
Taking steps to improve engagement and avoid big costs doesn’t have to be complicated. Working on team communication, rewarding your agents when they really excel, and giving solid feedback on a consistent basis are all low-cost steps to improving engagement, and retention, in the long run.
2. Happier employees means higher profits.
On a related note, engaged employees can impact your business’ bottom line by nurturing higher profit margins. In fact, companies with higher employee engagement are reported to be 21% more profitable.
It is likely, then, that you’ll see some impressive ROI if you begin investing in call center agent engagement and well-being. Even small steps like offering virtual lunchrooms or meet-ups, or instituting consistent meetings or huddles can have a huge impact on revenue. In fact, McKinsey reported that one company was able to produce a sustainable 50% boost in revenue as a result of frequent and focused huddles.
Ultimately, investing in agent engagement is an investment in the overall business, which has a long-term positive impact on sales growth and customer retention.
3. Agent attrition is a growing problem.
Fonolo’s 2020 State of the Contact Center Report found that agent attrition is actually getting worse. This is in part related to COVID-19’s impact on agents’ physical and emotional states, as it has increased demands on their listening skills, their ability to emphasize, and their stress levels. How does this affect the bottom line for businesses? Contact center leadership is now reporting that recruitment and turnover are serious and extremely costly challenges they face.
Finding ways to engage your agents can increase their happiness and, in doing so, make them less likely to leave you behind. Saving them from saying ‘bye’ can also save you on turnover recruitment, and training costs.
How to Make a Call Center Agent Engagement Survey
4. Happier agents could mean happier customers.
The math makes sense: if your call center agents are happy, they’re more likely to nurture a happier customer experience, which in turn could boost return customers and reliable sales. (And, if you’re concerned with metrics, positive engagement has been proven to increase CSat scores.)
One of the pathways into your call center agents’ hearts is to give them the tools they need to tackle the most stressful parts of their jobs, such as spikes in call volume during peak periods. Boost engagement by showing your agents you support them by offering them tools that take the edge off these high-anxiety moments, like overflow handling services or call-backs. These ensure your agents don’t get overloaded during peak periods, and can reduce stress and boost positive attitudes in the workplace.
The time is now to double down on improving engagement in your call center. When you do, you will see a significant pick-up in sales, call center metrics like CSat scores, and in general, the health of your call or contact center.The post Blog first appeared on Fonolo. -
Abstain from abstaining
Even when you’re not completely certain.
Because we can never be certain about the future.
So we show up for the work, do the reading, engage with the problem. The challenge is to find a point of view if we don’t have one yet.
The exception is simple: if, after being well informed, you are willing to accept every outcome, you do us all a favor when you stand down.
Hiding doesn’t help us.
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5 Best Lead Generation Techniques for Small Businesses
A steady stream of leads is vital for any small business. It allows you to grow your email list, customer base, and increase revenue year over year. But without a lead generation strategy, you’ll lose valuable market share to those that have refined this process. The good news is there is more potential than ever…
The post 5 Best Lead Generation Techniques for Small Businesses appeared first on Benchmark Email.