Do you know how to create a marketing plan that works for your business?
Marketing has been around for the long haul and though the means have changed, the goal is still the same—help potential customers see your service or product as the solution to their need.
There are endless resources that make marketing look easy and straightforward, but we’ve been in this game long enough to call out any “quick fixes” when it comes to marketing. We want to help you create a plan that works the first time. So, let’s cut through the marketing myths and get your team off on the right foot. We’re going to share the three most valuable assets of any marketing plan. Then, we’ll show you the tips and tricks to put it into action!
How does the adage go–“consistency is key”? New workout routine? You’ve heard workout instructors yell “Consistency is key!” at you through the screen. Changing habits? Consistency is key. It turns out the saying is a blanket truth for any lasting change you’re craving in your life. The same goes for your business. If you’re looking to improve ROI–consistency is key.
Consistency is important for your marketing plan because that’s how you get the data you’ll need to pivot your approach over time.
We recommend creating and sticking to a consistent marketing plan for three months minimum. Then, assess the data to see if your team is getting the desired outcome. Here are three quick tips to keep in mind as you’re building a marketing plan.
Let’s answer a few questions you may already be thinking through.
How do I know which social media platform is best for my business?
Begin by establishing your Ideal Customer. Once you know who is most attracted to and needs your service or product most, you’ll want to see which social media platforms your ideal customer uses. Take your offer directly to your ideal client or customer by showing up where they are. For example, a wealth management firm may know their ideal client are retirees. Research shows TikTok may not be the best social media platform to utilize for marketing efforts. In fact, the business may do best marketing on platforms like LinkedIn, or hosting local in-person events to promote their services.
Should I use new AI tools to write content for my marketing plan?
You can, but should you? We believe humans “write it best” when it comes to the desired tone and creating an authentic connection with readers. Our team has put together a whole blog post on AI here for further reading.
Are targeted ads worth the money?
Yes, we believe ads are 100% worth the money, but only if you’re targeting your ideal client. This is where you’ll want to flesh out your ICA (Ideal Customer Avatar). Know what they want, how old they are, their priorities, their income, and their overall values. When you target your ads, you’re increasing the chance of bringing in the customers/clients that will remain loyal to your brand.
Your marketing plan has to be in alignment with your business goals and unique needs. For example, your small yet mighty team doesn’t need to commit to a marketing plan that outnumbers your resources on hand. Successful marketing takes time, money, and—again, so much time! Therefore, time is your most valuable resource and it’s best to remain focused than to compare your marketing efforts to a Fortune 500 company. The best rule of thumb here is to go with consistency over perfection in the early stages.
Here are a few tips to keep your team focused.
What’s the goal of marketing? Should I aim for more followers before I focus on sales?
The truth is—followers don’t equate to sales. A business similar to yours may have 1.5 million followers on Instagram, but that doesn’t mean they’re getting engagement or sales from those followers. We recommend nurturing leads with authenticity. Build brand trust, show social proof that your product/service is helpful, and give followers valuable information they can use in their daily lives. Then, you’ll see a natural, organic progression to loyal customers.
How do I weave social proof into my marketing plan?
Find a way that is unique to your brand and will speak directly to your audience. For example, a cosmetics brand may provide social proof in video assets and see an impressive return because ideal customers can visualize the positive difference. Let the data show you which approaches work best for you and your audience.
Should I stick to marketing trends?
Nope. Trends come and go (very quickly!) in marketing. It doesn’t mean you shouldn’t experiment with trends, but it does mean you shouldn’t put all of your eggs in one basket. Marketing ebbs and flows. While your audience may be connecting more with a “trendy” competitor today, it doesn’t mean they will be tomorrow. Stick to what works. Again, keep an eye on your data regarding engagement!
While you shouldn’t get caught in comparison traps, we also don’t want you blindly throwing things to the marketing wall to see if it sticks. Continue to research algorithms, best practices, and lean into what your customers want from you. When in doubt, ask your ideal clients/customers for insight on how they want to keep in touch with your brand. Having direct feedback is the most valuable marketing asset you can have in your toolbox.
Should I use insights on every marketing platform?
Yes, we highly recommend budgeting for this. However, we also realize that data insights for a dozen platforms may not be feasible. In that case, watch the analytics on your primary marketing effort (i.e. email campaigns).
What if the analytics have plateaued?
If you’re not seeing any positive or negative changes in the data, it’s time to pivot. Create an addendum to your marketing plan to see the desired outcome. For example, your goal may be to get more people to sign up for your newsletter. Creating a new lead magnet as an opt-in for readers may be the most direct way to see new subscribers.
Your marketing plan doesn’t have to look any specific way. In fact, you’re at an advantage if you’re going against the flow. Create a marketing plan that is feasible, flexible, and also for your ideal client and not the masses. We’d love to chat with you about your business goals and how we may help create a plan that works for your business. Get in touch!
There’s something that all businesses have in common—the need for organization.
We heard that deep sigh from here.
Sure, not all of us have a knack for organization or even an interest in it, but we’ve found an app that helps even the most unmotivated of us to put things in order.
Whether you’re leading a team or are a solopreneur, it’s vital to keep all of your ducks in a row. Today, we’re bringing you a Woggle team favorite—(of course, it’s Zoho). We’re not saying you have to “Marie Kondo” your business, but we do think she’d be a huge fan of Zoho Flow because of its awesome efficiency. Let’s jump in for a quick tour of Zoho Flow and how you can utilize it in your business regardless of size, niche, or current workflow.
Let’s paint a picture.
Imagine having your work and personal tasks and delegation platforms siloed into one glorious app. Instead of getting distracted by constant notifications across various applications, you have a birdseye view of your workflow, pending tasks, and where the rest of your team is on projects. Incoming requests, client inquiries, and time-sensitive tasks are all housed in one, user-friendly data-view.
That’s Zoho Flow.
It looks something like this.
On the left, you have your integrated apps that are essential to the smooth flow of your daily operations. The workflow is seen at a glance on the right. Now, let’s dig deeper.
Let’s answer your burning question before we jump into the details of building a workflow inside Zoho Flow. We know you’re wondering, ‘Yeah, great, but does Zoho Flow work with the existing apps that I need for my business?’
We’re going to go out on a limb here and say, “Most likely!”
Zoho Flow is compatible with 800+ apps!
Here are just a few of the applications Zoho Flow seamlessly integrates with:
If you’re already onboard with Zoho, you’re ahead of the game because Zoho Flow will easily work with the Zoho apps you’re already using!
Click here for a full list of applications you can use with Zoho Flow.
Bonus Info: Read our blog to learn more about the awesome RingCentral app. Already using Zoho? Learn how to Improve Your Skills Inside Zoho’s The Workflow Academy.
If you’re like us, you have a lot of irons in the fire at any given time. Running a business doesn’t look the same for any two businesses out there, but we can guess you’re managing team communication, marketing efforts, and making sure clients are taken care of—all at the same time. Zoho Flow condenses your ‘to do’ list into one space and gives your team so much flexibility in setting up workflow.
Here are the main attractions:
Get your team on the same page at any given time with personalized workflows. Actions can be triggered along the way for each team member to take the lead in the client/project journey. No more manual delegation!
Zoho Flow easily communicates between your everyday work apps. Need your CRM to trigger an invoice for a client while also pinging your Marketing Director for a follow-up? No problem! Zoho Flow keeps everything from leads to daily communications in sync.
Have an overview of your workflows and any hiccups along the way. Seeing everything from a bird’s eye view allows you to fix issues as they arise. No more deep digging for the problem. Also, keep an eye on what’s working for your team and where the workflow can be improved.
Read more about Zoho Flow’s epic features here.
Here’s how custom workflows can work for your team. Imagine it—a workflow that keeps all of your essential apps in one place!
Zoho Flow is basically the fairy godmother of your business operations. It turns a hot mess express into a tangibly smooth-flowing business. Use our direct link to get started. As official Zoho Partners, our team can help you get set up and keep things running smoothly.
Not sure where to start with Zoho? Reach out to our team for a consultation!
What does your current marketing strategy say about your business? Whether you’re new to the game and the ink just dried on your LLC papers or you’ve been around long enough to reinvent your business several times, marketing is crucial to your success. Let’s clarify—strategic marketing is essential for the success and longevity of your business. Marketing trends come and go, and sometimes they even come back to leave again. If you pay attention to marketing tips for any length of time, you’ll see they ebb and flow like the tide which can leave business owners like us feeling overwhelmed, right?
Thankfully, our business partners and rad friends over at Lucent Creative, an all-female digital marketing agency, help us to stay focused and on-point with our marketing efforts. Today, we’re sharing some nuggets of wisdom their team shared with us. Before we jump in, let’s review a few stats about marketing.
These marketing stats are just scraping the surface of why strategic marketing is essential to the life of your business. Marketing gives you a platform to share your product or service, but strategic marketing gives you a direct line with your ideal customer. See the difference?
Let’s get straight to the tips from our friends at Lucent Creative. Take these five action steps straight to your team today.
Do you feel that your marketing strategy is complex, but not accomplishing much? If you’re following marketing trends rather than your ideal customer, it’s time to reassess. For example, if your ideal customers are retirees looking for wealth management options, your TikTok strategy probably isn’t yielding great results.
Lucent Creative’s CEO and Founder Kendall Walker shared,
“I have been in marketing for years and have seen a lot of ambitious and well-intentioned businesses stall in their growth because they weren’t focused on their marketing efforts. Thankfully, there are always opportunities to stop, reassess, and pivot. My advice to businesses with any marketing budget is to study where their ideal customers are and put their marketing efforts exclusively into those platforms.”
Read all about creating an email campaign that rocks with Zoho Campaigns.
Customers purchase from brands they trust. Earning the trust of your ideal client or customer requires engagement. Ironically, this is a step that is either neglected entirely or not focused on enough in marketing strategies. We got some insight into engagement with Lucent Creative’s social media strategist.
“I encourage clients to engage with their followers daily. If someone comments on your post, it’s crucial to reply. It’s a marketing 'hack' that humanizes your brand and helps build trust. Engagement doesn’t take a lot of time. If you spend ten minutes a day engaging with your followers in the comments and stories, I bet you’ll see an influx in sales soon. You’ve given them a reason to go all-in with just a few minutes of approachability.”
You may know what to say about your product, but do you know how to reach your ideal audience? This is where brand voice (what you say) and brand tone (how you say it) come into play. A business selling life insurance plans wouldn’t have the same brand voice or tone as a hot sauce company. Technically, anything could happen, but we’d venture to say it just wouldn’t be strategic or best practice.
Lucent Creative’s copywriter gave us a few tips in this area.
“Establishing your brand voice and tone is the foundation of your marketing strategy. It all starts with being incredibly intentional about who you’re talking to and how they can benefit from your product. Explore your ideal customer’s needs, struggles, purchasing habits, and anticipated hesitations about buying your product. If you do this, you’re going to set your entire marketing team up for success.”
Marketing isn’t a “set it and forget it” aspect of business. It’s as important as your product development, sales, and employee retention. What is working today may need adjusting next quarter.
Kendall Walker shared another piece of wisdom with us about the need for pivoting often.
“Marketing strategies need to grow and change with your business. Algorithms change, of course, but so do your customers and their expectations. What works now may not work next year. Keep an eye on the data, customer feedback, and ultimately, the trajectory of your business. Think of your marketing strategy needing frequent “checkups”. Schedule these and get your team thinking creatively about how to make your great strategy even better.”
How’s your website working for you? Read Your Guide to Designing an Epic Website
Be mindful to recognize and thank your loyal customers. Your business can do this in a lot of ways, but starting with a simple loyalty program or exclusive offers is a great place to invest your time and money. 75% of consumers will favor a brand if there is a loyalty program. 71% of consumers who are members of loyalty programs say membership is a meaningful part of their relationships with brands.
To wrap up, we asked Kendall, her social strategist, and copywriter to share their insight on how businesses can best show appreciation for loyal customers. Here’s what they had to say.
“I can’t stress the importance of creating the image of being a thorough and approachable brand. People want to know they can ask questions, express concerns, and rely on you, the expert, to give them valuable insight.”
Kendall, Lucent Creative CEO and Founder
“I agree with Kendall. The way to create a multiple-level point of contact people actually want to take advantage of is through intentional copywriting. Show your brand personality and always put the customer first in all of your written content. People catch on immediately if they’re appreciated and if they can keep trusting your business/product.”
Lucent’s copywriter
“To go along with this theme, I think it’s important to remind businesses that their social media is their “storefront” and their “first date”. This is the first impression of your brand. This goes beyond social media, of course. Your website matters. Email marketing campaigns are also a first-row view into your brand. Be consistent and your customers will continue to trust you and purchase from you.”
Lucent’s social media strategist
We all know marketing is important, but these five tips are ways to go the extra mile for your customers. The main idea is to not become complacent in your marketing efforts. Keep an eye on the data and your customers’ needs.
If you’re looking to partner with Woggle and Lucent Creative for your marketing efforts, get in touch to book your free consultation call.
You’ve probably heard about the new AI guru taking the world by storm. ChatGPT has business owners wondering if they can minimize their marketing teams and copywriters if they keep their jobs.
OpenAI, the developers of ChatGPT, says this about their “Frankenstein’s Monster,” “We’ve trained a model called ChatGPT which interacts in a conversational way. The dialogue format makes it possible for ChatGPT to answer followup questions, admit its mistakes, challenge incorrect premises, and reject inappropriate requests.”
We’re impressed by the overall capability of ChatGPT (and a little unsettled?). It’s undoubtedly a fantastic tool to have on hand, but we started wondering if it could replace professional copywriters.
As a team who specializes in consultancy and marketing, we wanted to give ChatGPT a spin. Here’s what happened.
We got straight to the point. After all, ChatGPT is AI, and we didn’t take the time to discuss the weather or future summer vacation plans.
In a nutshell, the AI platform admitted that although it’s excellent, it doesn’t have the human capacity to complete a copywriting project from start to finish. We figured as much, but look at the details—copywriting is a multifaceted skill set. ChatGPT cannot:
Where does this leave marketing teams? We still weren’t sure. ChatGPT was an admitted non-writer, and we wanted to test the waters. Could AI present the same information in various tones of voice?
We chose a topic and asked our AI friend to give us general information on email campaigns. It didn’t disappoint.
Here’s how ChatGPT delivered when given the task:
Although it checked the boxes, the copy is missing tone or any indication it’s being written for a specific audience. So, we took things a step further. We asked ChatGPT to give us copy that was more informal and approachable.
Now, we were getting somewhere. ChatGPT took our commands and created something sounding more human. Was this the proof we needed to ditch our copywriters? Not exactly.
Although ChatGPT considered our notes and had an unbeatable turnaround time, it didn’t create copy for a specific audience. For example, this may be too informal for some. ChatGPT delivered a conversational tone, but fine-tuning would be needed for most of our marketing clients.
We wanted to see how AI would present the same information with different instructions regarding tone. Unfortunately, we had a little too much fun here.
First, we asked ChatGPT to rewrite the information using extreme formality. It immediately went to the task and created copy that was fit for a medieval knight or inner circle of a 1600s royal court.
Then, we experimented on the other side of the spectrum. We asked the AI platform to explain email campaigns with sarcasm. After a good laugh, we called an end to our experimentation so our human writer could get to work on this blog post.
Our team agrees the AI platform is impressive. It’s a significant step in the right direction. The capabilities of ChatGPT will help businesses make strides in marketing.
We appreciate:
When it comes to using ChatGPT in marketing efforts, we’re still wary. In our opinion, the inability to cater copy directly to your ideal client doesn’t make the platform sustainable for all your written content needs. However, we see the value of using ChatGPT sparingly in short-form content such as social media posts or as an assistant in writing speeches or presentations.
The biggest cautionary tip is to use ChatGPT sparingly in your marketing. It’s not near a point of replacing human writers. The copy will still need editing to bring in the human tone to attract clients.
Here are a few tips for implementing ChatGPT into your marketing efforts:
ChatGPT is a considerable breakthrough in AI, and we love it. We had fun experimenting with the various tones and giving the platform instructions to prove the world still needs writers. However, even the best style implementation with ChatGPT doesn’t consider your client’s pain points. Contact our team if you’re looking for a group of humans to help with your copywriting and content writing. Our friends at Lucent Creative partner with us to give business owners like you personable written content that speaks directly to your ideal and converts them into loyal customers.
Your website acts as the first impression for customers and clients. In part one, we gave you the rundown on web design statistics and a few pointers on creating an epic design. If you missed that post, check it out here.
You may not be designing your site from the ground up, but we encourage you to audit your existing site against today’s tips. What checks out and how can you make improvements? A well-designed website doesn’t mean it has to be a robust or high-tech site. Really, a lot of intentionality and attention to detail will result in a website that puts the user’s needs front and center.
Let’s get straight to today’s tips!
There are multiple reasons to give site visitors value straight out of the gate.
Here are just a few:
So, how do you provide value on your website? We discussed social proof in last week’s post and how it elevates your brand’s expertise. There are multiple ways to pique visitors’ interest and get them to stick around.
Three ways to provide value to your customers:
Integrate a chatbot into your web design. Customers need a place to get answers to their questions. Enter chatbots. They provide the customer service element while also adding value to your brand. Customize your chatbot to fit your brand to create a memorable customer experience.
Have a free resource library. Provide immense value while also capturing emails and building your email list. A free resource library should be more than just one pdf download. We recommend using multiple kinds of media since we’re all unique and retain information differently. Webinars, downloads, audio recordings, and interactive worksheets are all great fits for a resource library. Build a robust library that rivals your competitors and you’ll generate loyal customers!
Our web design partners at Lucent Creative built an epic landing page for a boutique African travel agency. Check out the value that’s offered to customers right away.
Web Design and copywriting rely on each other to create a memorable site for your potential customers/clients. Work with a designer that sees the value of emphasizing your brand’s message. A web designer and copywriter essentially have the same goal–to put your brand on the map and create an uncomplicated journey for your customer to commit to a purchase.
Here are a few tips to keep in mind for optimizing your message through design:
Your design and brand messaging should go hand-in-hand. Our biggest piece of advice would be to have a look at some websites you like and then, pull inspiration for your project. Here’s a round-up of our favorite projects by Lucent Creative. Pay attention to how the design supports the message:
A dog training and pet care services company:
A pizza franchise brand:
An online event:
Search Engine Optimization is a specialty as it should be! It’s a multi-faceted beast and we’re going to go ahead and suggest you hire an SEO expert.
Did you know over 53% of overall website traffic comes from organic search?
The difference between a DIY approach and hiring an SEO guru is that your website will see the light of day! Optimizing your site with SEO means:
As with any strategic marketing move, you’ll want to work with someone who also understands the data. What are your analytics teaching you about your current setup? Where are there areas for improvement?
Our partners at Lucent Creative have an SEO team and we’ve worked closely with them to optimize our site.
We’ve already established your business needs a great website to compete in the online space. It’s not only a great first impression for potential clients, but can also act as an ongoing resource for existing clients.
Whether you need a website refresh or need one from scratch, we’re in the business of helping!
Learn more about our partners at Lucent Creative here.
Contact our team to book a free consultation call.
Don’t forget to catch part one of this series.
Your website is an important lead generation for your business. You can actually think of your company website as your business’ dating app. No really, entertain us for a second. The two platforms have more in common than you may realize.
Both give you a fraction of a second to make a great first impression before the viewer loses interest. Hey, we don’t make the rules.
Here’s a snapshot of website stats to drive the point home:
With numbers like those, it’s no wonder website design is a crucial undertaking for businesses. If you don’t have one yet or are looking to spruce up an existing site, our experts want you to proceed with intention so you make the most of your website design.
Potential customers want to find what they’re looking for quickly. We’ve all landed on a website only to immediately leave it for any of these reasons:
Creating an impressive UX puts your company in the running for capturing leads and growing. There are a few things to remember when creating a website that is easy to use and makes a solid first impression.
Design for your target audience. Your website needs to be visually appealing and formatted to your target audience. For example, if you’re a high-end consultancy firm specializing in AI, your website needs to be technology-forward, robust, and use the jargon AI professionals understand. When people land on your website, they should know exactly what your brand offers.
Design navigation bars to be seamless. Set your business up for success with easy-to-use navigation bars. This can be tricky for brands that offer a vast amount of products or services. Use categories, accordion-style menus, and subcategories to help customers find what they need right away. Include a search bar for more navigation ease.
Our web design partner, Lucent Creative, designed a user-friendly site for a well-known pizzeria franchise. See how the navigation is seamless? The brand’s identity is also obvious and doesn’t leave the site visitor wondering what they offer! 10/10!
Did you know 60.67% of website traffic comes from mobile devices? Think of how many times you’ve bailed after landing on a website that wasn’t made for mobile. Create loyal customers/clients by prioritizing a mobile-ready site. A mobile site will:
It’s safe to say optimizing your website for mobile view is essential. Here are a few tips on how:
Use a large, readable font and a simple design. A hectic design on a desktop becomes even more complicated on smaller screens. A mobile-responsive website requires you to keep it simple. Test the parameters on mobile view as you design.
Avoid pop-ups. Businesses use pop-ups for important announcements, but more often for lead generation. They are intrusive on mobile, though, and can disrupt a shopper’s experience. Use a lead capture form in lieu of a pop-up on your mobile site.
Lucent Creative, designed an epic, clean site for a 5 day online event. The design is crisp, decluttered, and keeps the visitor focused.
Most of your website browsers already know what they want and they need to know why you’re the one they should hire. This is where your business gets to show off a bit. All of us rely on social proof to make decisions.
Psychologist Robert Cialdini writes in his bestselling book Influence: The Psychology of Persuasion, “Whether the question is what to do with an empty popcorn box in a movie theater, how fast to drive on a certain stretch of highway, or how to eat the chicken at a dinner party, the actions of those around us will be important in defining the answer.”
There are several ways to provide social proof for clients, but here are specific tips on how to prioritize it in your web design:
Leverage client testimonials. Draw attention to raving fans with testimonials. Use brand colors, larger fonts, or an interactive layout (accordion-style drop-downs or scrolling banners) to draw the reader’s attention to testimonials. Testimonials are massive sources of social proof for clients that are still on the fence about hiring your team.
Offer excellent social proof with case studies. Case studies can fit in naturally with a blog section of your new website design. They also make great opt-ins for email capture. Make sure you keep simplicity and readability at the center of your case study designs. Although they’re typically dense with information, use graphs or other designs to make them easy to scan.
Our web design gurus built this website, with an array of case studies and blogs, for a dog training and pet care services company. The design provides proof of the brand’s expertise without clutter.
We’re partnered with a small web design agency, Lucent Creative, that throws a major punch! If your business needs a website upgrade or one from scratch, we couldn’t recommend our partners enough.
Stay tuned for part two of our guide to designing an epic website.
Ready to level up in your business? Book a free consultation.
In the world of remote work, we’ve all adjusted to sending files in a flash and requesting e-signatures. It’s the age of celebrity-grade autographs, but for everyday business owners like us (lucky!).
If you’re reading this and wondering how you can “Marie Kondo” your inbox to spark more joy, we have good news! We’ve put two of the e-signature platforms head-to-head in the ring and we have a winner!
Imagine it.
You’ve been in the online space for a hot second and are finding your document management isn’t working so great.
Important documents aren’t being signed on time, are being stored all over your desktop (next to solitaire, of course, because it never ages), and your business is on the ‘Hot Mess Express’.
Here’s our breakdown of Docusign and Zoho Sign to get you out of an organizational funk and into streamlined bliss.
DocuSign is one of the more popular signing services you have probably heard of. Here’s a quick overview of their features found directly on their website:
DocuSign connects with other applications like Microsoft, Google, Salesforce and Workday which is a huge win. As one of the largest e-signing platforms, DocuSign has a lot of grit and a great reputation.
Although DocuSign has been around for a while, we wish they had a free option for business owners to try before they buy.
As Zoho fans, we’re biased and aren’t afraid to admit it. Here’s how DocuSign stacks up against Zoho Sign. Hey, we don’t have favorites without good reason!
We’re going to go through Zoho Sign’s features and do a side-by-side comparison for you with DocuSign. When you’re using a platform in your daily business operations, it’s important to know the ins and outs of features.
Let’s start with the area that matters most to business owners–cost analysis.
Zoho Sign offers more bang for your buck, especially if you’re already a true fan and user of Zoho products.
Here’s the breakdown!
Zoho Sign offers a free version while DocuSign doesn’t. This is perfect for those wanting to take ZohoSign for a test drive, or ultimately stick to that free version with no strings attached!
Sure thing! Zoho Sign is a stand alone platform. You may use it solo or in tandem with your other Zoho platforms. We recently wrote an entire blog about Zoho Sign as a solo platform and you can catch that here.
Zoho’s support team is unmatched! It’s one of the many reasons we’re such fans. Getting timely support keeps your business on track and we’ve had several SOS calls with Zoho support over the years. The truth is–they always pull through! Always.
Here are a few perks of going with Zoho Sign vs. Docusign.
They’re on call and they’re basically the batman of business support!
Biweekly webinars walk new customers through learning the application and integrations quickly and easily. We love this!
Yes! You can take Zoho Sign on a test drive for 14 days. That’s two whole weeks for your team to taste test Zoho Sign’s perks for two weeks. If you don’t fall in love with the efficient platform then you can bail without being charged a dime.
We’re huge fans of Zoho. Zoho Sign can help you reduce your business's carbon footprint. Signing online and e-signatures helps your team save loads of time, too! Having all of your signed documents in one space checks the boxes for efficiency and cohesive business operations!
Here are just a few areas your business can thrive with Zoho Sign:
Do any of these ring a bell? Of course, the sky's the limit!
We’re advocates for business owners and our consensus is this–Zoho is an incredible asset to any business in one form or another! Zoho Sign is an asset to your business that you can’t afford to skip. E-signatures have never been so easy. With a free 14 day trial and a free-forever version, what’s not to love? Click here to try it today!
We’re Zoho Partners and experts. We’re happy to book a free consultation with you and your team to see how we can get sustainable solutions in place for your biggest business headaches. You can book your free consultation here!
Take a deep dive into Zoho’s offers in our recent blog posts to see Zoho’s numerous offers!
Are last-minute missing signatures throwing a wrench in your projects?
Don’t worry, this isn’t an intro to an ill-lit infomercial.
A robust CRM (client relationship management being the “scientific” term) allows you and your organization to collaborate, keep tabs on important data, and you guessed it–manage your relationship with clients.
Now, if we were to splurge and use our entire marketing budget on an infomercial, I’d point at the camera now and declare, “Zoho Sign is the final sign-off you need to run a successful business!”.
I would be getting ahead of myself because it’s important to know what Zoho Sign actually is and why it’s your business’ next best move.
E-signatures (probably shouldn’t call them “e-sigs” for short?) are more common than they have been in the past. Technology advancements and the shifts in remote work have made electronic signatures a common task in daily business. Everything from mortgages to consent for travel insurance have us all signing off on a screen.
Zoho Sign is pretty straightforward– the plugin allows you to send important documents over for signature straight from your CRM!
In a nutshell, we’re super fans because Zoho Sign allows business owners to manage customer relations without missing a beat.
Using a separate web-based e-signature platform from your CRM proposes a few issues:
Anything that needs written consent is too important to fall through the cracks. Zoho Sign integrates with your CRM to seamlessly keep documents moving down the pipeline.
Which brings us to scene two of our infomercial.
Yes, you can use it even if you’re not using Zoho CRM.
In this part of the infomercial, a diagram would pop onto the screen and show you the user demographics of Zoho Sign.
You’d see some of these leaders in CRM:
Now, we’re fans of keeping our Zoho platforms together for effortless usability and because they’re just that great.
Zoho shares a few perks of Zoho Sign being used alongside its bestie Zoho CRM in their blog post :
Read more: Hey, if you’re not already a Zoho CRM user, take a look at our recent blog post Zoho CRM vs. Hubspot.
You bet! See, we told you we’re Zoho fans.
Zoho Sign has a free option which can be used by anyone anywhere regardless of “CRM status”. If you don’t need a robust e-signature platform (you sign fewer than five documents a month), the free plan is an amazing option. We encourage clients to test drive the platform by opening a free account.
Using Zoho Sign as a stand alone platform doesn’t disappoint. Have a look below at the benefits you get even if you don’t need to integrate it with a CRM.
Zoho Sign’s free plan is phenomenal! They don’t skimp on features just because you’re not paying.
Here’s a snapshot of Zoho Sign’s payment structure so you can see what fits your business needs.
Get a free 14-day trial, no credit card required. To give Zoho Sign a try, use our link to get started.
Zoho Sign allows you to keep your clients and team informed while also keeping projects rolling. Although we recommend Zoho Sign being used along the Zoho CRM, you can integrate the plugin with your existing CRM.
Remember, you can also use Zoho Sign as a stand alone platform. Sign, upload, and manage on the go from any device!
Do you need a hand finding the business platforms and apps that work best for your team?
We’re always here for a free consultation. Book here!
As for that infomercial–it’s a wrap!
Email marketing is integral to business growth.
Time and time again, email campaigns outperform social media when it comes to seeing a return on investment (ROI). For every $1 you spend on email marketing, you can expect an average return of $40.
Who does email campaigns best?
Well, we knew you’d ask so we created this snazzy comparison article for you. We’ll jump in and compare two of the leaders in email marketing campaigns–Zoho Campaigns and MailChimp. First, let’s explore a few tips for choosing an email platform that works for your business.
Not all email campaign platforms are created equally which is a great thing in the long run. You want a platform that will meet your goals and have enough grit to provide the data you need to track performance.
These are three basic tips, but they’ll help you stay focused on picking what works best for your campaign and your business as it grows.
Pro Tip: If you’re curious about the wider world of Zoho, we think you’ll like to read up on these Zoho blog posts.
How Zoho SalesIQ’s Customer-First Approach Can Boost Your Business
As official Zoho Partners, we may seem bias, but the truth is–we’re sold on the benefits of Zoho because we use it every day. These features alone make Zoho Campaigns the better email platform.
Already a fan of Zoho? The fun doesn’t stop there! Connect with a wide range of apps from Zoho suite, bring in more subscribers and see how campaigns perform in real-time.
Observe your marketing’s progress with reports on email opens, clicks, etc. See understanding more detailed reports of a campaigns' performance with campaign-based and list-based reports.
Trigger emails based on customer behavior (click-through, re-engagement emails, welcome emails after opt-ins, etc.). The magic is powerful and saves your team time!
You don’t have to be a graphic designer for Zoho Campaigns. The preset email templates are ready for you to fill in and conquer your email campaign.
Email marketing is worth its weight in gold and you don’t have to be an email campaign expert to get results. You just need a robust platform to automate. Our money is on Zoho Campaigns and many of our clients are tried and true fans, too.
You can get started with Zoho Campaigns today for free!
Want to chat through the benefits with a real person? Book a free consultation with our team!
Consider the RingCentral App your fairy godmother of communication.
Plot twist–you’ll be hanging around RingCentral without caring if you make it to the ball. No need to worry about those designer glass slippers or if you’ll make it home by midnight.
When you can communicate with your team from anywhere–any way you choose–and all from one app, you’ve officially “arrived”.
Please note: RingCentral App apparently doesn’t keep you from stretching a metaphor too thin.
Now, onto the perks of this awesome app!
Teams are an ecosystem in themselves. Typically, they consist of like-minded people who have similar goals, vastly different roles, and unique ways of working to get the job done. Your business may have a preferred way of chatting through project management, but we’re super fans of RingCentral’s App because it allows us to do our jobs better.
We’re in sync (NSYNC on Casual Fridays). Communication is key when keeping a project rolling. How many projects have you dropped the ball on because important details fell through the cracks? We’ve been there, too. Keeping team communication in one spot is 100% guaranteed to boost team efficiency.
Automatic status updates. RingCentral automatically lets your team know when you’re unavailable or in a meeting. Consider this the virtual variation of a “Do Not Disturb” sign on the door handle. Small, frequent interruptions during your workday may be costing your project time and money.
Celebrate flexibility! If your team is spread across time zones or all share a cubicle pod, you need an app that will give you flex space. Ring Central allows your team to stay in touch and share files seamlessly.
Use the app to meet via:
These three reasons alone are enough to make us rave (raving fans, not 90s raves). There’s more to love than just the productivity perks.
Did you get the link I sent?
You sent a link?
I sent a link.
To me?
Yep.
*The first Monday email of all time.
Share files: RingCentral App allows you to share files with your team during meetings without glitches, screens blocking the chat window, etc. Basically, this app allows your team to collaborate in real-time without losing time and focus on minimizing screens, switching platforms, and just making a mess of things.
Switch to mobile: Managing a team doesn’t have to be confined to your office desk. We love that RingCentral App makes it easy to switch from desktop to mobile for meetings and phone calls. If your laptop is running out of battery, you can effortlessly switch screens without interrupting the meeting. The folks at RingCentral also did project managers a favor by making scheduling meetings as easy as one click of a button.
Compatible with Google and Office: It’s amazing how much time RingCentral App saves our team and our clients. Having one platform for team and client meetings means we have data, important information, and upcoming events all in one hub when it comes to communications. It integrates with Google Calendar and Office 365 which is a perk!
Find what you need: Keyword search is robust in RingCentral, too! If you “drop” something within RingCentral, it’s not far from the surface. Being able to search meetings, files, and contacts within the app without fail is always a win for our team, too!
You either love client calls or hate them.
You’re either pacing before a meeting or sipping your coffee while exhibiting signs of superhuman chill.
There is no in-between.
Thankfully, we aren’t afraid of a client call or two because our clients are the best (and RingCentral makes client calls less scary).
Here’s what we have experienced and appreciated about RingCentral App:
Tip: If you’re passionate about getting your team set up for success, check out our post 7 Internal Team Issues That Can Be Fixed With the Right Platform.
RingCentral App helps teams keep their s*&%! Together when it comes to collaborating and having crystal clear communication (pun intended because…HD).
Use the app to meet via:
Remember, the app is full of essentials for project managers:
We’re big fans of RingCentral and how they’ve done a solid job of keeping our team on the same page. Clients share their experiences with us all the time and RingCentral App always gets kudos for their easy-to-use app. Want to check it out for yourself? Request a quote here.
Want to find out how we can help you? Schedule a free consultation now!
