Over the years, businesses have used many tools for lead management, like the rolodex, contact management software and spreadsheets. But these tools function like a system of record. Sales reps just view their leads using these tools; they don’t get context. And that’s where CRM software (customer relationship management software) fills the void. In a CRM, every lead gets their own profile. This profile contains demographic details, a chronological list of every conversation the lead has had with your business, along with all the data/documents you’ve ever shared with them. And all this is just one part of what CRM software can do.

Automation also provides opportunities for personalization. Each interaction with an email or your website can trigger a follow-up based on those activities. What’s more personalized than a user experience specifically tailored to an individual’s interests? It will make your subscribers feel like you’re completely attuned to their needs and that you care about what’s important to them.
I think this email also makes quite a brilliant use of responsive design. The colors are bright, and it's not too hard to scroll and click -- notice the CTAs are large enough for me to hit with my thumbs. Also, the mobile email actually has features that make sense for recipients who are on their mobile device. Check out the CTA at the bottom of the email, for example: The "Open Stitcher Radio" button prompts the app to open on your phone.
Beyond that, avoid using all caps, too many exclamation marks, and hyperbolic phrases ("ACT NOW BEFORE TIME RUNS OUT!!!!"). Poorly formatted HTML in your emails can also hurt how they’re handled. Every spam filter is different, so an email might pass through one filter but get flagged by another. For more comprehensive info on how spam filters work and how to avoid them, check out this guide by MailChimp.

The connection between television appearances and new subscribers is historically difficult to track, but WP Curve’s television appearance significantly increased search traffic for branded terms – and search traffic accounts for 42% of WP Curve’s new signups. With TV as their megaphone, WP Curve saw a 27% increase in recurring revenue for in March. Read all about it here.


Work as a team from the same Mailjet account. Separate your activities using sub-accounts, invite an unlimited number of users, and control what they can do by defining their roles and advanced permissions. Each team member will be able to work independently, within a well-defined scope of abilities. Maximize your efficiency, maintain full control. 

Sales leads are generated on the basis of demographic criteria such as FICO score (United States), income, age, household income, psychographic, etc. These leads are resold to multiple advertisers. Sales leads are typically followed up through phone calls by the sales force. Sales leads are commonly found in the mortgage, insurance and finance industries.
Though they’ve been around for a while, not all small business owners are familiar with the capabilities that autoresponders offer. To help businesses start reaping the benefits, this post provides important definitions, different types of autoresponders and 13 specific examples of how they can be used right away to increase engagement, leads and sales.
Lead generation is a key element in the sales process that has changed in recent years alongside shifts in sales and marketing landscape. Generated leads are no longer an indiscriminate list of names that marketing hands to sales. Leads are generated today by drawing in potential customers using a variety of methods, offering them useful information, building and nurturing relationships, and evaluating which leads are ready to move forward in their buying journey. For more detailed information, visit our blog post on “5 Ways You Can Generate More Qualified Leads ”.

When you create a Mailchimp account, we automatically set you up with a no-cost Forever Free plan. This option allows you to experiment with our tools and figure out how to best use our platform. So if you’re just getting off the ground, this is one less cost you have to consider. You can remain on the Forever Free plan as long as you have 2,000 or fewer subscribers across all lists in your account.


3. Email converts better. People who buy products marketed through email spend 138% more than those who do not receive email offers. In fact, email marketing has an ROI of 3800%. That’s huge! And if you are wondering if social media converts even better, think again: the average order value of an email is at least three times higher than that of social media.
The first autoresponders were created within mail transfer agents that found they could not deliver an e-mail to a given address. These create bounce messages such as "your e-mail could not be delivered because..." type responses. Today's autoresponders need to be careful to not generate e-mail backscatter, which can result in the autoresponses being considered E-mail spam.

An auto responder is generally more similar in content to a newsletter than it is to a direct sales email, though it combines many of the elements of both. The content can vary wildly though based on your industry segment and what you've promised subscribers. The most common type of auto responder content will be tips or advice, but you can also do great things with recipes, serial fiction pieces, inspirational quotes and a variety of other topics. Essentially, you are looking for content that will engage users over a period of time while also providing a platform to encourage sales of your product or service or visits to your website.
If you select Custom, a small calendar will appear. Use the arrows to navigate between months and click your preferred start date. Then, enter a start time at the bottom of the calendar, and select AM or PM from the menu. Finally, click anywhere outside of the calendar box to save the configuration and close the calendar. Your chosen date and time will appear next to the Start option.
Email marketing is one of the most cost-effective ways to promote your business, whether your goal is to build your brand or sell more stuff. Our field guide provides everything you need to know to make the most of this platform. Learn how to create an email marketing plan, design effective emails, and test them. Then discover the power of automation and how to measure the success of your emails.
Cost per click advertising (e.g. AdWords, Yahoo! Search Marketing) overcomes this problem by charging advertisers only when the consumer clicks on the advertisement. However, due to increased competition, search keywords have become very expensive. A 2007 Doubleclick Performics Search trends report shows that there were nearly six times as many keywords with a cost per click (CPC) of more than $1 in January 2007 than the prior year. The cost per keyword increased by 33% and the cost per click rose by as much as 55%.
Remember that it’s equally important that you make sure your online and offline processes are aligned. You can have the best content marketing, webinar, social media, email, you-name-it marketing strategy in the world, or host some great in person events, but if the leads you generate as a result of these efforts aren’t handled effectively, and if you’re not connecting offline with online, you’re quite likely spending money on tactics that aren’t delivering any ROI.
Your lead generation strategy needs to be as dynamic as the people you’re targeting. Trends change, behaviors shift, opinions morph … so should your lead gen marketing. Use A/B split testing to see what CTAs perform best, which landing pages convert better, and which copy captures your target audience. Experiment with layout changes, design, UX, content, and advertising channels until you find what works.

We also love how consistent the design of Uber's emails is with its brand. Like its app, website, social media photos, and other parts of the visual branding, the emails are represented by bright colors and geometric patterns. All of its communications and marketing assets tell the brand's story -- and brand consistency is one tactic Uber's nailed in order to gain brand loyalty.


Expired Listings. “These are listings that realtors had on the Multiple Listing Service (MLS) and they didn’t sell. I personally love these because they tend to be more frustrated already, having not sold with a realtor. This will many times translate into immediate appointments opposed to the ‘for sale by owners’ that need some time typically. Where do you get expired listings? It used to be that you had to work with someone that was licensed to get them. Now there are services that offer them so it's super easy to get a constant feed of them.” 

Once you’ve decided how many fields to use, make sure you make your form easy to fill out. Include labels above your fields, not ones within them that disappear when the prospect starts typing – this has the potential to confuse and frustrate them, research shows. Consider enabling social autofill so visitors can convert by importing personal information from sites like LinkedIn, Twitter, and Facebook with the click of a button.

You may think direct mail is a thing of the past. But it’s still effective for targeted communications. Consider a content asset developed for high-level executives. Executives don’t usually browse the web for information. And it can be hard to get through to them via email. That means they may not come across the content you’ve developed with them in mind. This is where direct mail can prove powerful. You could send a direct mail piece to this audience to make them aware of your new, targeted content asset.  Direct mail also gives you a chance to grab the attention of a hot prospect by being creative and interesting with your message and presentation.

None of this works, let alone improves, without closely monitoring the performance of every aspect of your lead generation and lead management process. Account Reps, Consultants and Technologists need to use analytics tools to optimize each step in the process and make strategic decisions to improve results. Each team needs to know how to generate the right reports from your Marketing, Sales and Customer Service systems in accordance with the SLA created in Step #1. Reports are shared with other teams and Management in order to ensure compliance with the SLA, to make better budgeting and staffing decisions and to allow senior managers to assess performance.


Sales Development reps (SDRs), also often called Inside Sales or Lead Qualification reps, are focused on one thing: reviewing, contacting, and qualifying marketing-generated leads and delivering them to Sales Account Executives. Simply put, SDR teams pass the baton from Marketing to Sales. Why do it this way? Because you want to make sure every single lead Marketing passes to your Sales team is as qualified as possible. Your SDRs should take the time to help each and every lead, offer them value, make a positive impression, create future demand, and become a trusted advisor. This step is critical in the lead generation process because you don’t want to treat your leads as blank faces to be simply questioned, qualified, and harvested.

If you want to integrate your email with your shopping cart but don’t quite want to spring for InfusionSoft, 1ShoppingCart could be your answer. 1ShoppingCart is a one stop solution for payment processing and email marketing. It allows you to segregate lists and mail only buyers or your entire list. It’s one of the more reputable shopping cart services on the net.


Something else to consider is your offer. The more valuable it is to your audience, the more you can ask them to hand over in exchange for it. If you’ve put together a short tip sheet, then ten fields might be too big an ask. On the other hand, if you’ve compiled an industry report filled with valuable insights from leading experts, your prospects might be totally fine with completing a 10-field form.
Essentially, you can tell Office Autopilot what to do if certain things occur. For example, if a customer places an order, you can send an order to your fulfillment house to fulfill that order. Or if a customer leaves, you can send them a last minute special offer. Just select the trigger for the action, then select what list it applies to then select what to do when that action is trigger.
×