Cralan Deutsch

GDPR Compliant Lead Generation

GDPR compliant lead generation means collecting, processing, and storing leads according to the GDPR. This means putting lead qualification materials in place. These materials, consist of relevant content, and touch-points. Touchpoints range from downloads, trial sign-ups, contact forms and logins through newsletters, emails, and social media. A third element is data-processing, which consists of CRM (customer relation management) software and audience segmentation, which allows you to monitor sales cycles, and identify upsell opportunities. Click here to read an in-depth treatment of touchpoints for sales and marketing purposes.

GDPR Compliance

In May 2018 GDRP compliance arrives. What this essentially means is

1. you need to have your data secured properly and
2. the (general) Privacy disclaimers most websites currently use will no longer be sufficient.

What do I actually need to do?

1. Perform a serious audit on how your data is stored/ secured/ encrypted, and improve where necessary
2. Customize your Privacy statement – which should not be generic boilerplate, but needs to be tailor-made for your business.
3. Assign a person responsible for communications

What is the GDPR?

GDPR stands for General Data Protection Regulation

In this article we try to explain and what it is, and how to comply.

If you use LeadBoxer, click here for a GDPR compliant-Privacy statement, which includes a specification of the data we collect.

The GDPR regulation was adopted in April 2016, and takes effect in May 2018. It replaces the previous Directive, covers all EU member-countries, and does not require individual countries to implement, interpret, etc.

The GDPR applies to the collection and storage of data regarding people residing in the EU, even if your organisation is outside of the EU

Definitions / roles

Any tool or service that collects and stores data from your online customers, leads, prospects, visitors, etc (on your behalf) is called the data processor, and your organisation is defined as the data controller.

What Does It All Come Down To?

In terms of communication with people in your database, two things:

As a company that collects data from your online users, you are the Data Controller. As such you have the following main responsibilities;

  1. Make it clear what you are collecting and why.
    According to the European Commission “personal data is any information that can be used to identify an individual, whether it relates to his or her private, professional or public life. It can be anything from a name, a home address, a photo, an email address, bank details, posts on social networking websites, medical information”, or even a computer’s IP address, if it can be used to identify an individual.
  2. Grant the person rights to control their personal data
    Give people the opportunity to file a complaint, have their data removed (deleted), stop tracking this person and provide a point of contact to a real person who can be contacted through your company website. In other words: the public now has the right to ask you – what information do you have about me?, and to request that you delete the information. Therefore, you need to appoint people to communicate with the public (within 72 hours) and process “right to forget” requests. The public may ask or communicate things such as  –

     

    • what information do you have about me?
    • i want you to delete me from your system(s)
    • i don’t want you to store my data – going forward
  3. Secure your data
    Additional (important) aspects: encrypt personal data, and have data in a format that can be exported. Put consent documentation in place, and ensure that you are able to quickly announce breaches.

GDPR in Depth

The General Data Protection Regulation is a regulation by which the European Parliament, the Council of the European Union, and the European Commission intend to strengthen and unify data protection for all individuals within the European Union. It also addresses the export of personal data outside the EU. Click here to read about GDRP in wikipedia.

Informing the Public What Data Is Collected

Article 13 of the GDPR specifies what information must be provided to the public when their personal data is collected. Similarly, Article 12 states that you need to provide:

an “easily visible, intelligible and clearly legible….and meaningful overview of the intended processing”.  In other words, as we mentioned above, no blanket Privacy principles. Everybody has to be able to read and understand your Privacy statement.

In short, The GDPR increases the scope of information required in your Privacy notice while demanding that the notice be “concise” (detailed).

Telling the Public How & Why the Data Is Collected and Processed

The question you are expected to answer on your website is: what are the purposes and legal basis for the processing data (for example, for purposes of lead generation). You (also) need to explain why the data is processed. For example, the purpose is to improve communication with customers. There needs to be some legal basis meaning, for example, that the processing is based on legitimate interests, details of which should be explained.

To repeat; this needs to be present in you publicly visible privacy statement

See our GDPR compliant Privacy Policy paragraph for LeadBoxer Customers

Meet Your New Data Protection Officer (DPO)

You will need to appoint (identify) a person in your organization who can be contacted directly by a member of the public, and who can provide and delete personal data upon request. This is called ‘right to forget’ – it is the right for consumers to have their data erased.

  1. you need to provide the identity and the contact details of the controller (your company) and
  2. the (contact) details of the data processor – being LeadBoxer if you are a client of ours

The point is you need to provide details of persons whom the public can contact.

Data Protection

A key element in being GDPR compliant, is making sure your data is protected properly. This includes but is not limited to:

  • The storage of your customer data
  • The transfer of this data between servers, computers, browsers, etc.
  • The encryption of this data
  • How long will the data be stored for
  • Where is the data stored (geograpically)
  • How customers can obtain the data.
  • etc.

You don’t have to publish these in the policy, but make sure they are being taken care of.

Conclusion – Plan Well and Avoid Stiff Fines

As a company specialized in B2B lead qualification for Sales and Marketing, we take the GDRP very seriously.
We recommend that you plan well do not underestimate the amount of time / resources needed to properly assess and implement your responsibilities. In terms of time – you will probably need 40 hours to completely research and document your tasks and requirements. Do not wait – begin planning as soon as possible.

Fines for GDRP non-compliancy are serious, from  a lower level of €10 million and 2% of last year’s annual revenue, to an upper limit of €20 and 4% of last year’s annual revenue.What Does It All Come Down To?

[et_pb_cta title=”LeadBoxer can help you safely generate more leads ” button_url=”/signup” button_text=”Start Now !” _builder_version=”3.16″ body_font_size=”18″ custom_button=”on” button_text_size=”22″ button_bg_color=”#0082c6″ button_bg_color_hover=”#153f91″ button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#153f91″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”]Get more insight into your online visitors and behaviour, and turn this data into customers.
[/et_pb_cta]

happy sales team 1 1

Data-driven Lead Qualification

Why LeadBoxer Is The Best Choice For Automating Lead Generation

Q: As briefly as possible, what has LeadBoxer done that is so valuable for business websites?
A: Developed a way of applying Search Engine technology to qualify leads.

We started with visitor website tracking a number of years ago, and have evolved into a system which uses big data technology to identify interesting leads. Currently we’re working towards full automation of the process of lead identification.

Calling it AI or artificial intelligence would be wishful thinking, but we’ve definitely made enormous strides in the process of automating lead qualification and audience segmentation.

How have we done this? Basically, moving on from MYSQL to NOSQL using Elastic and Cassandra, we’ve built a system that can filter, in real-time, through website traffic, and create notifications based on a lead score. Click here to read how (technically) LeadBoxer’s lead score formula converts clicks into prospects via an algorithm.

What does this actually mean?
It means that now, as of December 2017, we provide the framework to organize Marketing and Sales data on the following traffic values:

FILTERS:

  • Company
  • Country / Region
  • State / Province
  • City
  • Industry
  • Company Size
  • Utm Tags (PPC-traffic, Adwords, LinkedIn, Facebook campaigns)
  • URL
  • Exit Link
  • Referrer
  • Lead Tags (competitor, customer, partner, prospect)
  • Identity Fields (Email, First Name, Last Name)
  • Visits
  • Page Views

Letting smart algorithms do the heavy lifting

In conclusion, in order to succeed, a software product needs to add value. The value we are adding is machine learning. You tell our machine what a valuable lead looks like, and we use algorithms to find these leads for you. Our goal is to automate the process, so that letting LeadBoxer loose on a website will provide a list of all activity, prioritized by lead score. To increase the efficiency of the system, and reduce the burden of logging in to (another) software product, we push email Notifications to your team’s mailboxes.

linkedin 3

How to contact leads with LinkedIn

LinkedIn is the world’s 4th most popular social network. As a professional social network, LinkedIn is the most popular among salespeople. LinkedIn is our favourite social platform to use, so it was just a matter of time before we wrote a piece about it. This is definitely not the only time we will talk about its usefulness but today, we wanted to talk a little bit about how to contact leads with LinkedIn.

What can you do with leads identified by LeadBoxer?

Scenario: you have installed the LeadBoxer lead pixel into your website. A few days later, you have a list of companies who are interested in your products and services. You are not 100% convinced that you want to call them up and say “Hey, I saw you clicking around on our website, what’s up?”

People are looking for specific information. Therefore, if you can help them get the information that they need, you are helping them, not bugging them.

In this case, we recommend an indirect approach as you can see below.

 

Best Practises

1. When you see that a company has visited your website, target them through LinkedIn (obviously, you can use any alternative to LinkedIn – which is just the example given here).

2. The strategy is to know that a company is interested – and give them information that makes them aware of your services. Keep in mind that if a lead is actively looking for a solution to their problem, they will appreciate good information.

Note: surfing behaviour is Goal-Oriented. People do not visit (B2B) websites because they are curious as to what they look like. People are looking for specific information. Therefore, if you can help them get the information that they need, you are helping them.

3. Use lead/visitor activity (click streams) to know what your leads are actually interested in and speak to the content/ subject-matter of the pages they visited.

In other words, use a prominent bit of the text on the pages visited in the subject heading of your communication. This will immediately capture the person’s interest much more effectively than sending a generic sales pitch.

4. Locating decision-makers – if your product/ service is related to staffing, find the person(s) responsible for Human Resources. Meaning: locate the company on LinkedIn and then you research who is responsible for Human Resources, etc.

5. You can then advertise via LinkedIn in order to post content on that person/ company’s LinkedIn personal feed. Click here for a blog post we wrote on LinkedIn advertising.

 

Step-by-step

a) locate the company identified by LeadBoxer on LinkedIn b) find the person or persons responsible for the problem you solve c) send a LinkedIn invite request d) OR use Chrome extension called (email) Hunter – to locate their email address and email them e) OR send relevant materials via LinkedIn advertising (see above)

customer touchpoints

Definition of customer touchpoints for sales and marketing

Visitor or customer touchpoints are any way to collect information in order to qualify a lead. This pertains to sales and marketing cycles where some contact is needed to close or further a deal, for example in the B2B or personalised B2C sectors.

What are customer touchpoints?

In creating a Best Practice guide, we came across extensive literature on the subject, which we are summarising here. To begin with, there is currently a lengthy Wikipedia article running at 20 pages without references, and over 16,000 words. Let’s unpack that.

Goal: the point here is to understand that there are numerous points at which (potential) clients come into contact with brands (products & services). This is the buying / decision-making process, also called customer journey, and can refer to both B2C and B2B scenarios.

For purposes of lead generation, we are concerned with contact points through which decisions to purchase or not purchase are made.

Specific to identifying and nurturing leads, we recommend creating touchpoints that can be measured. In other words, touch points that involve some sort of interaction. Ideally, a touch-point will result in another piece of the puzzle being revealed, meaning that you learn something about your lead, and get a step further in the qualification process.

Definition: a ’visitor touchpoint’ refers to any way to collect information in order to qualify a lead.

We also call this enrichment; it means adding touch-points to your website (or other digital assets) which enrich the information that you have about leads. Please click here to see a list of examples with technical documentation: visitor touchpoints.

Using touchpoints in practice – examples for lead generation

Q: So what does this all mean in the context of nurturing leads?
A: It means an opportunity for companies to structure their information-gathering techniques.

Historically, lead generation technologies created techniques such as contact forms, demo calls, and product surveys for interacting with visitors. This has not changed. What has changed are the interaction points. This technology has been formalised into what is currently called Marketing Automation – which bundles all steps across the spectrum.

List of example touchpoints

  • Blog
  • Trial sign-up
  • Purchase
  • Demo/ video
  • Webinar
  • PDF brochures / downloads
  • Implementation / configuration/ enrichment
  • Customisation process
  • Feedback/ data analysis
  • Automated report generation
  • Email newsletters
  • Contact form
  • Login event
  • (Social media) logins – meaning ‘login with Facebook’ or ‘login with LinkedIn’
  • Downloads
  • Social media sites and feeds
  • For SaaS products, the website itself is the main touchpoint

Useful definitions from Wikipedia article on Touchpoints

“A touchpoint can be defined as any way a consumer can interact with a business, whether it be person-to-person, through a website, an app or any form of communication… Touchpoints allow prospective customers to become knowledgeable on the brand and the benefits offered and allow them to make a decision to whether they will buy the product or service.”

“Touch points are the first association that a customer has with a product or service offered by a company or individual and are the contact points between a customer and said provider of services. The touch point offers a link between the customer and the service, acting as a go between of what the customers wants and what the service provider is offering, providing a central service in the communication between customer and supplier. The touch point is the first interaction that a customer has with a company and that interaction is considered as the starting point of a customer journey.”

“The customer journey/experience is the full involvement that a customer has with a particular brand, starting at the first connection between customer and service, and ending with the purchasing of a product or service and the advocacy of said product or service to others.”

“Touch points provide the basis and foundations for information gathering techniques used by customers.”