Marketing

The Growing Importance of Product Led Growth in B2B Selling

The Growing Importance of Product Led Growth in B2B Selling

Remaining competitive in the B2B sales industry relies on customer retention and overall satisfaction. Many companies are embracing the idea of product led growth (PLG) to help boost their numbers and increase brand loyalty. 

It seems obvious you must have a good product, but the value of providing quality services continues to increase. PLG is more complex than simply having something worth buying. It relies on ensuring a user-friendly experience and excellent customer service to create lasting relationships.

Marketing is no longer the only way to push leads through the sales cycle. By combining a focus on the customer experience, sales and marketing can create a cohesive end goal. Not only does a product centric approach help align departmental goals, it allows the customer to have a voice throughout the sales cycle.

To learn more about the ways your team can benefit from PLG, keep reading, or use the following links to jump ahead:

What is Product Led Growth (PLG)?

Like many trending B2B strategies, product led growth is not a new concept. It is, however, an important strategy to empower customers and retain sales. As PLG continues to increase in popularity, your team should better its understanding and implementation of the concept.

Simply put, PLG allows the product or service to drive sales and retain customers. This relies on several factors like ease of use and excellent product experience. Rather than expecting marketing to do the heavy lifting for brand awareness, this strategy incorporates product functionality directly into the sales process.

By putting the product at the center of all conversations, it can help align goals across departments and boost business growth. This also means employees will be working toward the single objective of excellent product experience for all customers.

Through this all-company collaboration, more people are introduced to the user experience, which drives conversations with customers from all angles. However, PLG isn’t solely based on your team’s understanding of the services your company sells.

Another key component of this strategy is allowing customers to see the product value before asking for a purchase. This means having a strong user experience that allows prospects to dive deep and trial the product on their own. 

Rather than watching product demonstrations or Q&A webinars, customers should be able to test the functionality on their own. Through implementation of this strategy, success relies on overall customer satisfaction before a sale has been completed.

For example, free trials work hand-in-hand with product centric approaches. Allowing customers to test how the product can provide solutions to their unique problems helps provide valuable insight before purchase. It also allows prospects to address concerns and work out potential problems with a company expert. 

PLG helps instill confidence in clients through transparency of service. By providing an inside look at user experience, your team can boost customer satisfaction and increase overall retention rates. 

Product Led Growth Public Companes

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It is not surprising that the B2B industry saw rapid digitization during the COVID-19 pandemic. Before this sudden shift to virtual sales, leaders in the industry were finding ways to innovate customer experience through increased use of technology. While the pandemic sped things up, trends like PLG are here to stay.

Buyers have the resources to be more educated than ever on products before making a purchase decision. This means remaining competitive in the industry relies heavily on customer experience throughout the entire sales cycle. 

As brands continue to have an increased online presence, customers are able to interact with products before they even speak with a salesperson. In fact, research shows 94% of B2B buyers perform online research before initiating contact with a sales team. 

Educated buyers are now interacting with demos and free trials as early as possible in the sales cycle. Rather than wanting to speak with salespeople for a product introduction, clients are eager to have a hands-on approach to testing solutions. According to a 2015 Forrester survey, almost 75% of buyers would rather make an online purchase than go through a sales team.

This has shifted initial sales conversations to focus more on product details and the technical capabilities of products. Customer preparation has led to an expectation of expert customer service throughout the sales process. In most cases, buyers want salespeople to act in tandem with the website so they can navigate the process alongside an expert.

The Benefits of a PLG Strategy

Product led funnel vs Traditional funnel

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To understand how this strategy can benefit your business, it is important to make a comparison between traditional growth methods. Starting off, marketing teams usually qualify leads through online interactions like targeted ads, web forms, and email marketing. From there, leads enter the sales funnel and the salespeople reach out for an introduction.

Next, the sales department focuses on showcasing product benefits and providing details on how the product can provide needed solutions. If interested, the customer chooses to make a purchase. 

Once the sale has been completed, the customer works with the success team for onboarding and implementation. Assuming things go well, the customer becomes a repeat buyer and the sales cycle restarts.

The traditional strategy allows for a long period of time before the customer is introduced to the product’s functionality. In a time where buyers are prone to making quick decisions and competitors can offer easy demos, following a traditional timeline may not land your company the sale.

In contrast, PLG allows the prospect to jump right into the product. Marketing and sales departments act as experts to help guide customers through the user experience. Rather than client information being captured from online traffic, this cycle starts as soon as the customer signs up for a trial.

Known as product-qualified leads (PQLs), these clients begin interacting with the product as soon as possible. Rather than waiting to be contacted by a salesperson, clients are most often familiar with the brand before the introduction occurs. Once a salesperson reaches out, the conversation can focus heavily on the client’s specific areas of interest, potential personalized features, and any other questions the customer may have about the product.

This kind of transparency is a huge benefit to companies. PQLs convert at a rate 3-4x higher than traditional marketing leads. When customers feel confident in a product before making the purchase, retention increases. 

PLG is a great way to gather feedback from customers and improve overall product functionality. When the product is a driving force behind sales, customers are able to provide honest feedback to companies about their experiences.

When a sale is completed, your team is able to hear what was the deciding factor. On the flip side, offering your customers a free trial of your product, even if the sale falls through, helps provide insight into areas that need improvement. 

This strategy is cost-effective. Customers begin the onboarding process by themselves, which frees up your employees to concentrate on providing excellent customer service. Less time and money are wasted on deals that don’t come to fruition. 

Providing a better user experience increases customer retention and provides incentives for word-of-mouth advertisement. When clients are able to test out a product for free, they are able to share this information with others in their network who may be looking for similar solutions.

Since there are no hold-ups on anyone being able to trial the service, these leads come directly into the pipeline once they sign up. Along with increasing a user base, this helps speed up the sales cycle. 

Gaining valuable customer contact information is easier when your product leads the marketing strategy. Usually, web traffic may visit a page or interact with an online ad, but their contact information might never reach your pipeline. Since users have to fill out a full form for free trial access, your marketing team is able to take PQLs directly to the sales team.

For example, when using Leadboxer to capture web traffic, your team can tell these customers are already qualified and scored since they began the demo. This pushes them to the top of the sales cycle, which allows for speedy outreach from your team. By encouraging a quick turnaround time, PLG helps outreach happen faster while leads are still interested in the product.

Implementing PLG Into Your Business

Before jumping into this strategy with your employees, it is crucial to understand PLG is a long-term approach rather than a short-term fix. Implementation will take time and resources to be successful. It may require departmental changes and an overhaul of the company mission to ensure a product-centric focus. 

When implemented correctly, PLG will help lead your team to higher sales and increased customer retention. Below are tips on successfully getting started and utilizing a PLG strategy:

1. Evaluate your product

Having an intimate understanding of your product, including its flaws, is the first step in implementing a PLG strategy. Before it can sell itself, your company needs to thoroughly understand the value the product brings to the market. 

Evaluation can begin with a few simple questions:

What is the core function? What solutions does your product provide to customers? What feedback is most often received?

Compare your product to the competition. Notice the similarities and differences. 

Find the best way to engage prospective customers when speaking on these topics. Educated clients are willing to ask directly about these types of variances. Be prepared to answer honestly during these conversations.

For example, your product may lack certain features compared to that of a competitor. However, your starting price point may be lower. Understanding how to explain this to prospects will help build trust within the relationship.

2. Focus on the customer experience

When the customer is driving the sale through self-education, a user-friendly experience is crucial to finalizing a deal. Beginning with initial onboarding, signing up for the product should be self-explanatory and easily accessible. Prospects are eager to get started, so the sign-up process should be quick enough to hold a customer’s attention.

Sales conversations should bring value to the customer. Rather than relying on old-school tactics, your team needs to focus on acting as product experts to prospective clients. 

Removing fluff from these interactions is one way to increase trust within the relationship. Make sure customers feel like they took away valuable information from each conversation with your salespeople.

Allow ample opportunities for clients to provide feedback. Not only will this help customers feel more valued, but it will give your team vital information regarding potential product improvements. 

Customize features when possible. Buyers love the idea of personalization, especially when they’re looking for solutions to unique problems within their organization. 80% of customers favor the ability to customize their user experience. 

3. Provide continuous onboarding

In the initial onboarding process, users will be signing themselves up for a trial. That doesn’t mean your team should take a backseat to onboarding, though. Instead, customer success teams should concentrate on secondary and next-tier opportunities to increase user engagement.

Customer retention increases when there is a strong need for your product. By encouraging clients to continuously use new features and engage with your software, your product will quickly integrate into their daily workflow.

This is another opportunity to allow conversations with customers about their user experience. As they add more features to their product usage, make sure your team is doing their due diligence. 

Having check-ins about new features during the continuous onboarding process will help your team have internal conversations about product performance. This allows your team to collect data on what is working, as well as find areas that may benefit from improvements.

4. Align departmental goals within your company

Overhauling long-term business strategy can be a big undertaking. For success, departments must be on the same page about the company’s mission. When practicing a PLG strategy, marketing and sales teams will be trying out nontraditional tactics.

It is important to make sure the product is always central to the mission. Marketing teams should work closely with sales and customer success to understand the feedback being given. Adjust your marketing outreach to lead with the product.

These efforts from all departments should encourage excellent customer journeys and work to increase brand loyalty. Even though the product and customers are doing a lot of heavy lifting, it is still the goal of your team to provide value throughout the sales cycle.

5. Tailor your marketing practices to showcase the value

Since much of the beginning sales cycle in PLG strategy involves solitary customer research, messaging is key. Customers will want to see an overview of key features as well as pricing when comparing brands.

Make sure your pricing sheet is accessible and easy to understand. Marketing content should help explain how clients can benefit from the premium version of your product. Simple explanations of which plans work well for specific groups can encourage prospects to explore the features that are most relevant to their needs.

Online resources, like blogs or social media posts, should showcase the features your product offers. Many users will be looking at multiple options during their research. It is important to make your product stand out by providing valuable information about the user experience rather than fluff content.

6. Utilize upsells and premium features 

Once a sale is made, the goal should be to encourage repeat purchases from that customer. This typically happens through contract renewals, but there is an opportunity to add more revenue through upsells and new features.

If a client is thoroughly enjoying the service your product provides, your team should brainstorm ways new features may bring additional value. Asking customers what they want to see in future rollouts is a great starting point.

Offer items in discounted bundles or find ways to include an option for premium features. These types of add-ons may be an easier sell once clients are familiar with your product. Ongoing outreach from the sales team to current customers is crucial for landing these upsells. 

7. Encourage user referrals

PLG provides ample room for customers to refer your product to others in their network. If your trial period is easy to access, prospects can sign up and get started within the same day of hearing about your product. 

Capitalize on your customer experience by offering a referral program that incentivizes current relationships to bring in new business. This type of program can help boost brand loyalty, as clients can continue to tell others about your product.

According to McKinsey, a recommendation from a trusted friend or colleague is 50x more likely to result in a purchase. This helps boost your overall return-on-investment (ROI) since referrals typically cost less than acquiring a brand-new lead.

User referrals can help boost overall customer satisfaction. Current clients will feel appreciated when their recommendations are rewarded by the brand.

8. Follow through on your advertisements

When customer experience is a major driving factor for sales, following through on promises is crucial. The classic saying ‘under promise, but over deliver is a good motto to have when implementing PLG.

Your product will be doing most of the selling, and it should be able to stand alone while customers are participating in a demo. However, if your salespeople make promises about product features or capabilities in conversations, it is important to see them through.

Transparency is huge when utilizing product led marketing. It will negatively impact customer retention if users don’t see sales agreements come to fruition. 

This comes into play when customers are making the transition from the free trial to the premium version. If your team offers specific features or personalized capabilities, it is crucial to ensure these are available as soon as onboarding begins.

Clients have educated themselves on the benefits of your product versus your competitors. Since they’ll have spent time with your services, they will notice any lack of follow-through on promises. 

PLG relies heavily on customer retention, and the easiest way to lose a relationship is by not providing the right service. Make sure to have honest conversations about the features your product has, and address any concerns as soon as they arise.

9. Use data to drive product choices

PLG strategy relies heavily on accurate data to understand the customer’s needs. Data analytics will help your company ascertain what value users are receiving from your product. This information can also help develop product improvements as your team rolls out new features. 

When implementing a PLG strategy, it is important for your company to equip itself with the right tools and resources for success. Make sure you have a way to track data and pilot the user experience. 

Along with using these kinds of tools, manage expectations among departments by setting KPIs and reviewing targeted goals. This allows your employees to easily measure success throughout the process. 

Key Takeaways

Product led growth may be the newest trendy buzzword in the B2B industry, but the strategy is here to stay. In order to remain competitive, your company should be looking at the long-term benefits of a product-centric approach. 

As customers continue to push for more virtual sales options, your product will need to be able to sell itself during the trial phase. Focus on having your salespeople become experts on product features. Tailor your marketing to showcase features that set your product apart from competitors. 

Understand the best way to implement PLG into your organization. Invest in the right resources to ensure this strategy increases your customer base and retention. 

Allow user experience and customer feedback to drive initiatives within your departments. Build lasting customer relationships through transparency. By focusing on the customer experience and product value, your company can benefit from this strategy.

To get started with Leadboxer, click here for your free trial!

The Value of Pre CRM and Marketing CRM

The Value of Pre-CRM and Marketing CRM

Using a Customer Relationship Management (CRM) software and strategy is vital to a successful B2B sales team. CRM software has become a major asset for many companies as it helps organize, integrate, and streamline customer management.

With more businesses offering remote or hybrid work options, keeping up with customers has begun to rely heavily on the successful use of CRM software. While using a CRM is great once a lead has come into the pipeline, there is value in developing a pre-CRM strategy.

To learn more about the function of pre-CRM strategy and the usage of a marketing CRM, keep reading or use the links below to jump ahead:

What Does Pre-CRM Mean?

Traditional vs Modern CRM

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Tracking website activity and importing potential customer data into a CRM is usually the first step in creating a relationship. Although, there are probably more website visitors than contacts in your CRM. Not every prospect is going to input data into your web forms, so there needs to be a strategy in place to anticipate prospects who may eventually enter the sales pipeline.

Having a Pre-CRM strategy means your departments are working to improve initial customer interactions to begin developing a strong business relationship. Before companies were able to have a strong digital presence, salespeople needed to greet customers and have organic interactions to cultivate their pipeline.

By taking these old-school tactics and adapting them to fit your company’s digital presence, the pre-CRM stage can help present your company to prospects. Engaging potential customers before they’ve been entered into your CRM can be tough. Utilizing social media, email marketing, and a website can help introduce your brand before customers are familiar with your team.

Most importantly, taking advantage of the Pre-CRM stage means your company is using its marketing and digital presence to help create product awareness. Many customers only become active when they have a need, but engagement can start before then. Marketing should focus on sharing what your company offers while allowing customers to interact with your content.

Reaching Out to Pre-CRM Leads

How do you reach out to customers before you know their needs, or before they understand what your company specializes in? Finding ways to engage pre-CRM leads takes creativity, but the payoff can help boost your sales pipeline.

Thinking of it as similar to greeting customers in the offline world can help map out the best way for outreach. Find ways to humanize digital communication, like displaying employee profiles and making contact information readily available. Encourage engagement through chatbots, and utilize video features to showcase products and salespeople.

The goal of this outreach is to improve initial customer impressions. When your company is able to create a positive first touchpoint, prospects will be more inclined to continue engagement with the brand. This will help filter leads in your pipeline and CRM, which will help boost sales. 

What Is a CRM?

Customer Relationship Management (CRM) is software that can be used to manage your company’s relationships and interactions with clients and prospects. This technology helps streamline your business, grow your pipeline, and organize goals across departments.

A CRM can be used throughout the entire customer lifecycle, including marketing, sales, and customer service. This software stores prospect and customer information, which helps build out your database for maintaining relationships.

By keeping data all in one platform, your CRM can help make sure all of the necessary steps are being done to provide clients with quality service. It also allows your teams to track customer engagement, plan outreach, and identify future sales opportunities.

Many teams have turned to a remote or hybrid working environment, so utilizing a CRM can make a big difference in collaboration when employees are stationed across multiple locations. This software can also align your sales and marketing departments to tighten up the lead generation and nurturing process.

Along with creating more efficient workflow within departments, CRMs can integrate with other technology to streamline the sales process. Many CRMs have the ability to work with your current tech stack to free up time and resources for customer outreach. For example, Leadboxer integrates seamlessly with CRMs to improve lead-generation processes.

The CRM Cycle

CRM is a great strategy for improving the quality of your outreach, and in turn, creating stronger customer relationships. Rather than aiming to cast a wider net, successful customer management will help encourage repeat sales and brand loyalty.

There are seven stages within the CRM cycle, and each plays an important role in customer success. Walking clients through this journey will help fill your pipeline with quality prospects and increase sales.

The Pre-CRM stage begins with brand awareness and creating an environment that encourages customer engagement. Inputting a new lead into the CRM happens once your team has contact and basic information about the prospect. Log the details in your CRM and begin walking them to the next step in the cycle.

Once a prospect begins interacting with your brand, like clicking on an email link or filling out a web form, the nurturing process can begin. By using features in your CRM software, you can tag clients and track their engagement. This helps your sales team determine which leads are cold or warm.

Moving toward the sales opportunity happens once a lead schedules a sales call. This moves the customer from warm to hot. 

Your team should be tracking the movements of this client as they move through the sales funnel. Enter the details from the sales call to log the outcome in your CRM. This helps your team see which leads are actively working their way toward closing a deal.

A little over halfway through the cycle, the goal is to have hot leads converted into closed deals. Once the client says ‘yes’ to your sales pitch, you can consider them an active customer. 

However, the CRM cycle does not end here.

Next, delivery of your product or services should be scheduled. It’s important to create follow-up reminders to keep in touch with the customer as they begin using your product. This phase should also include gathering feedback and providing any additional training or information that the customer may need to be successful.

Instead of moving on to the next cold lead once a deal has been completed, try bringing your customers into the ‘upselling’ stage. If clients are happy with the product and experience they’ve had so far, pitching an upgrade in your services can help boost the overall sale. Engage with customers to see if there are any additional needs your team can help fill.

Lastly, the CRM cycle relies on continuity to cultivate strong customer relationships and promote lasting brand loyalty. Continue reaching out to current clients. 

Schedule regular check-ins and encourage feedback. These actions can help increase repeat purchases throughout the length of the business relationship.

The Benefits and Challenges of a Marketing CRM

CRM Strategy Enablement

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Implementing a CRM can play a huge role in the success of your marketing department. Since the goal of marketing is to create awareness and generate leads for the sales team, a CRM can help align the efforts of these departments.

By breaking down barriers to avoid organizational silos within your company, a CRM helps increase the flow of information between teams. This will improve the overall quality of customer service as your marketing campaigns direct qualified leads into the sales pipeline. 

As website visitors interact with content and email recipients click on links, a marketing CRM can help your team track these actions to qualify leads. By integrating with other technologies like lead generation software, the CRM increases conversions and campaign effectiveness.

While a CRM can be a huge asset to many companies, there are a few challenges to be aware of before implementing the software. For employees who are unfamiliar with the system, learning how to use a CRM effectively can be a daunting task. Provide extensive training to make sure your team is confident in the program.

Integration with tech stacks is a great benefit to using a CRM, but it is important to make sure the CRM you choose works with your current technology. Marketing campaigns can benefit from tracking customer engagement, and a marketing CRM can help organize this data. 

Key Takeaways

A Pre-CRM strategy can help humanize your company and begin nurturing leads before they have entered your pipeline. Use this strategy to create positive brand awareness with potential prospects. Encouraging early engagement will help drive customers to your business when they have a need for your product.

Utilizing a marketing CRM is a great way to create a communication flow between departments and increase campaign effectiveness. Tracking and tagging engagement from customers can help inform future marketing efforts and outreach for sales pitches. 

To see how Leadboxer can integrate with your CRM, click here for a free trial!

Automated Lead Sales Intelligence Platforms

Automated Lead & Sales Intelligence Platforms: The Key to Successful Sales Strategies

Automated lead generation software is paving the way to success for B2B companies. These highly integrated platforms have continued to rise in popularity. For businesses who want to keep a competitive edge within their sales and marketing departments, lead generation software has become a necessity.

Diving deeper into the market trends and forecasts, several reports have closely inspected how lead generation and automated marketing will trend through 2029. Keep reading, or use the links below to explore these findings:

According to an Insight Partners study, the lead generation market was valued at 3,103.80 million USD in 2021. It is expected to see a compound annual growth rate (CAGR) of 17.5%, and reach a value of 9,589.11 million USD by 2028.

The Global Lead Generation B2B Software Market Research Report 2022 shows that the lead generation market is split up into four areas. They are lead capture software, lead intelligence software, lead mining software, and lead scoring software. 

These sections each play a role in successfully generating and nurturing leads while saving companies time and valuable resources. 20% more sales opportunities are created when leads are properly nurtured. However, 65% of B2B companies have not established a process for lead nurturing.

Technology-driven processes are crucial for companies to identify quality leads. In fact, 44% of marketers are already using software like automated marketing for lead scoring.

On average, sales leads for B2B companies can cost between $31 and $60. Within six to nine months of utilizing lead management automation, companies can see a revenue boost of 10%. This software helps drive sales and increases (return on investment) ROI. 

Lead generation software continues to increase in popularity due to its flexibility, low maintenance, and resistance to corrosion. As businesses continue to grow within the digital space, this software helps companies remain competitive within their industries.

Forbes reports that 58% of business leaders see lead generation as a key challenge. Lead generation platforms like Leadboxer are instrumental in helping companies find qualified prospects to fill their pipeline. Through automation, data collection, and software integration, these platforms are able to improve processes across multiple departments.

Lead generation software has benefited from the advancement of technology, and it will continue to optimize its product performance. Integration between customer relationship management (CRM) and lead generation platforms is a step toward success.

52% of companies have already integrated their marketing software and CRM. 88% of marketers will use web analytics to continue improving their lead-generation strategies. Lead generation platforms like Leadboxer integrate with CRMs and other technology to provide quality leads and analyze data.

Lead generation priorities of marketers

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The Global Marketing Automation Market Analysis Report 2022 released by researchsandmarkets.com takes a closer look at the current environment for this software. The report finds the market was valued at 5.45 billion USD in 2021. As automated marketing software continues to gain traction among businesses, it is projected to reach 8.58 billion USD by 2026.

Due to the increased usage of these platforms, the market is expected to grow by 9.49% between 2022-2026. The report notes the advantages of using this software include improved efficiency, reduced staffing costs, and an overall increase in revenue. 

Cloud and On-Premise are the two studied segments of marketing automation deployment types. Cloud deployment was found to cover a market majority at 58%.

This report studied eight channels of marketing automation: 

  • lead nurturing
  • mobile application 
  • campaign management
  • inbound marketing
  • social media 
  • email
  • reporting/analytics 
  • other

Out of the channel categories, email marketing automation led the way with 17%. 

A Demand Gen Report found that 53% of marketing teams say that early-stage lead generation is most effective when done through email. With email automation pulling ahead of other channels, automated marketing software can help companies save time and resources in producing email campaigns. 

Across industry applications, it was observed that healthcare began utilizing marketing automation software strategies. This implementation has helped create consistent messaging and improved customer service. During 2022-2026, the use of marketing automation in healthcare is expected to grow by 12.5%.

As for regions, this report discovered that North America made up the largest share of marketing automation at 34.3%. Over the forecasted period of 2022-2026, Europe and North America are expected to be the largest markets. Due to a rise in mobile usage and increasing use of advertisement campaigns, the Asia Pacific is projected to be the fastest-growing market. 

How the COVID-19 Pandemic Shaped Automated Software

COVID-19 continues to show lasting effects on the way businesses handle sales outreach. With quick switches to digital communication as in-person meetings were canceled, many B2B companies had to adapt to a virtual environment.

58% of experts believe poor technology infrastructure led to businesses struggling to deal with the pandemic.  The Global Marketing Automation Market Analysis Report 2022 suggests that the pandemic highlighted the importance of marketing automation as companies made the switch to digital channels to keep in touch with customers.

Automation and artificial intelligence (AI) are playing a significant role in the post-pandemic world. 50% of businesses plan to push forward with their AI strategies as they enter into post-COVID operations.

While the pandemic caused upheaval across all industries, it also helped drive innovation and advancement. 43.42% of B2B marketers plan to switch their in-person meeting budgets to digital efforts. 

By investing in automated marketing and lead generation software, B2B companies will be prepared to face a post-pandemic world. 

The Future of Lead Generation and Marketing Automation

Marketing Automation Valuable Features

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Lead generation software and marketing automation is a growing markets. The Global Marketing Automation Market Analysis Report 2022 found several factors for these upward trends including higher social media usage and trending mobile marketing.

While many marketing budgets continue to shrink, a survey from Gartner finds 26.6% of Chief Marketing Officers plan to increase their spending on automated tools. Statista Research Department shows that 2.6 billion USD was spent on lead generation in the United States in 2019. This number is predicted to hit 3.2 billion USD by the end of 2023.

The demand for these tools continues to increase, but this market does face challenges as well. Cyber security and data quality issues were found to be impeding issues for market growth. The quick nature of social media and continued internet usage has posed security and compliance challenges for marketing teams.

Despite advancements in automated software, 40% of businesses find their marketing tools are outdated. This suggests companies are still working to find the best lead-generation platform for their needs. 

As the B2B industry continues to evolve within the digital sphere, lead generation and marketing automation will increase in marketing and sales departments. The content marketing platform is expected to grow the fastest between 2022-2026. Global Marketing Automation Market Analysis Report 2022 suggests it will increase at a CAGR of 17%

85% of marketers say their biggest focus from content marketing is lead generation. Research shows an emphasis on producing quality customer experiences and a growing need for analytics-based content will drive content marketing growth. 

AI integration, predictive analytics, and a focus on personalized marketing are contributing to the market increase.

The combination of AI and automation software is pushing businesses toward better customer service and creating stronger interactions with prospects. Lead generation platforms help target the correct customers to drive marketing efforts in the right direction.

Key Takeaways

Lead generation and marketing automation are paving the way for companies to save time and resources when filling the sales pipeline. 80% of marketers saw an increase in their leads after using marketing automation. 

Both markets continue to grow and are projected to rise to new levels by 2029. B2B companies will need to include lead generation platforms and automated marketing into their business strategies to remain competitive in their respective industries.

Marketing automation provides a huge boost in sales leads. Using this software for marketing campaigns can increase these numbers by 451%. Content marketing is used for lead generation by 80% of companies. It is expected to be the fastest-growing channel for automated marketing between 2022-2029.

Lasting effects of the COVID-19 pandemic will continue to push companies toward digital communication. Customer trends show that many prefer buying in a virtual space. These habits will most likely increase as social media marketing trends upward.

While lead generation and personalized outreach benefit from automated software, challenges with consumer privacy and data quality will continue to be part of the conversation. Salesforce found that 86% of consumers want more transparency regarding the usage of their personal information. 

Investing in highly integrated platforms like LeadBoxer will help departments utilize their existing tech stack to its full potential for lead generation, marketing automation, and customer management.

See what LeadBoxer can do for your business. Get your free trial today!

Harnessing the Power of Video Marketing for B2B Lead Generation

Harnessing the Power of Video Marketing for B2B Lead Generation

Creative lead generation can help your B2B company fill the sales funnel with qualified prospects. Social media continues to be vital for marketing teams, and jumping on the upward trend of video content is a way to boost your outreach. 

Utilizing video marketing is a great way to increase brand awareness and encourage content engagement. This tactic can push your outreach to additional target audiences and help increase your lead generation. Video marketing can also work when trying to retarget and engage potential prospects.

Keep reading, or use the following links to jump ahead:

What is Video Marketing?

Video marketing statistics

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While the strategy isn’t new, video marketing has become crucial for staying relevant in a competitive market. According to WyzOwl’s 2022 Video Marketing Statistic Report, 86% of businesses already use video in their marketing strategy. 

This marketing tool is important to have across all channels. Videos are an easy way to educate prospects on your product, as well as create brand awareness.

In a Hubspot survey, it was found that video content was the second most popular way to increase social media engagement. By encouraging interaction from customers, this strategy can help boost shares and expand audience reach. 

Even though video marketing has been around for a while, many businesses saw a rise in demand for this content during the pandemic. 64% of marketing teams feel the pandemic has affected their 2022 video marketing strategies. Coupling this with the rise of marketing on social media platforms like TikTok, utilizing these tools can make a big difference in engagement.

Increasing Sales Conversions Through Videos

Marketing teams work hard to reach audiences that can be converted successfully for the sales department. These tactics require a lot of planning and resources to make sure content is being delivered to the right prospects.

Video marketing is an accessible tool that helps engage customers before they’ve even spoken to a salesperson. If you’re just beginning your video strategy, a great place to start is finding ways to include this type of content on your website.

According to BizCommunity, conversion rates can be increased by 80% if you include video content on your landing pages. When leads are visiting your site for the first time, videos are able to introduce your product and brand quickly. This type of content encourages engagement as prospects are able to get a glimpse of what your company has to offer.

Additionally, adding videos to your site can help improve search engine optimization (SEO). By having this content on your pages, visitors are more likely to spend more time on your website, which helps boost your page in search engines.

Moving on from initial lead impressions, video marketing can play a role in boosting customer retention. This content has the ability to support salespeople as they walk clients through the sales journey. By having video tutorials and demonstrations, leads are able to interact with your product before making a purchase, which can increase customer confidence.

The options for video content are endless, and it is a great tool to build trust while showcasing an authentic brand to prospects. Utilizing how-tos, customer testimonials, and customer support videos are just a few ways your team can take its marketing strategy to the next level.

How to Create a Successful Video Strategy

Creating content that encourages audience engagement is a good starting place. With high-quality smartphone cameras and a multitude of editing apps to choose from, access to video creation is easier than ever. 

However, starting without a plan can be an overwhelming undertaking for any marketing team. Take time to allocate resources and prepare your team for the content rollout. This type of foresight will help align the marketing and sales department to ensure the highest return on investment (ROI) is being achieved.

Once your teams are ready to go, begin by evaluating your company’s needs. Determine which pages and social platforms will benefit most from the content. Laying out the areas that will receive videos can help decide what the content will showcase.

Next, determine the target audience. For video marketing lead generation, have your team identify what platforms see the most traffic from prospects. 

Bizcommunity found that videos help 90% of customers make buying decisions. By getting this content on pages that see the most interaction from leads, video influence can help push these prospects into the sales funnel. 

Align the goals of the campaign across departments. Multiple videos can serve different purposes, but it is good to have a clear objective before creating any content. This data will also play a role in determining the video’s success late in the journey.

Decide on the video distribution platform. There are a few factors that will help narrow down the best place for your content. Consider your budget, including money for sponsored posts, and your current tools. 

Shorter videos may find their home on TikTok or Instagram, whereas Youtube remains a leader for long-form content. Determining a platform before filming will help drive the subject matter. It is important to take into consideration the type of audience on each social media channel, as well as how engagement is measured.

Platforms like Instagram reels and TikTok rely on short, snappy videos that can quickly grab a viewer’s attention. These sites also work off of algorithms that rely on comments, likes, and shares. Longer videos may do better on Youtube or LinkedIn, especially if the goal of the content is to educate. 

Begin scripting and filming content. If you are not sure where to start, look at similar businesses or competitors to see what type of videos they are sharing. This can help your team gather an understanding of where your industry fits into the digital sphere. 

Once posted, begin measuring the content’s success. While each business may track unique metrics, there are a few basic ones that can help your team see what works and what needs improvement. Engagement is huge. Track comments, likes, and shares. 

Time spent on your site is another great metric to consider. If you have longer videos, are your visitors watching the whole thing? Take a look at any generated leads or conversion boosts. 

Are your visitors interacting with other areas of your site after watching the video? For example, keep an eye out for any upticks in form completion.

Lastly, continue to re-evaluate and produce video content. While you shouldn’t fix any content that seems to be working, don’t be afraid to add new posts. Variety in content can boost engagement and encourage frequent customer interaction. 

Revisit any videos that don’t produce the results your team wants. This form of content is constantly evolving, and it is good to be prepared to embrace changes as needed.

Best Practices for Video Marketing

Once you have a strategy ready to go, implementing best practices can help boost the success of your marketing campaigns. Understanding the different types of video content can help your team see a positive ROI from this work.

Videos like product demonstrations, educational content, or expert interviews can help increase lead generation. While content like customer testimonials, live streams, or personalized messages from employees can create brand awareness.

Use video marketing to retarget old leads. This content can help encourage prospects to re-engage with the sales journey. Maybe the lead wasn’t sure your product was the right fit, but an educational tutorial or how-to guide can help show the ways their company can benefit from a purchase. 

Video Marketing & Social Media

Time spent watching online videos

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The rise of platforms like TikTok and Instagram has expedited the evolution of video content. Now, businesses are able to utilize these channels and interact with leads at a faster pace. In turn, social media has also helped shape marketing trends.

Viral trends dominate the ways content is viewed across platforms, and brands are not exempt from participation. While being TikTok famous isn’t the goal of video content for your business, it’s becoming more common for companies to participate in these trends. 

In 2020, Statistica found that one-fourth of adults online have viewed videos posted on TikTok. Tapping into these markets and finding ways to engage with viewers is important for making the most out of your online presence. 

Influencer marketing has also continued to rise in popularity. Videos like a how-to or product reviews from influencers help create brand awareness and build trust with customers. This type of sponsored content speaks to viewers without seeming too forced. 

According to HubSpot, 64% of businesses found new customers because of a Facebook video. Social media helps successfully mix business with pleasure, as many adults spend time scrolling through Facebook and Instagram throughout the day. By posting video content on social media, your company can see a higher ROI on video marketing.

Get started with lead generation by trying out Leadboxer today!

Top B2B Lead Magnet Examples

Top B2B Lead Magnet Examples

Attracting qualified leads to the sales pipeline is crucial for B2B businesses. Identifying prospects and cultivating relationships will increase sales conversions and create loyal customers.

With email marketing filling up a prospect’s inbox from your company and competitors, it is important to offer valuable content that will help your product stand out. Finding ways to establish yourself as an expert in the industry and producing informative marketing materials can help create lasting customer relationships.

When trying to find potential clients and obtain their contact information, utilizing a lead magnet can kickstart the conversation. Use the links, or keep reading, to learn about lead magnet examples and how your company can benefit from their usage:

What is a Lead Magnet?

Number of lead magnets on websites

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Simply defined, a lead magnet is an incentive that companies can provide to prospects in exchange for contact information. More than that, though, this type of offer can start building trust with potential clients from their first interaction with a business.

Types of lead magnets can vary across industries, but all of them should provide value to the recipient. For example, retailers may offer first-time website visitors a small discount code if they join their mailing list. 

For B2B companies, lead magnets can be more than just a way to grow their email marketing outreach. Connecting with prospects and exchanging contact information is vital for building out a B2B sales pipeline. 

By utilizing a lead magnet, prospective clients can begin to see the value your product offers. With this in mind, planning and executing lead magnets may be different for each potential customer. 

There isn’t a one-size-fits-all approach to this marketing strategy, and businesses that provide innovative and informative lead magnets can boost themselves ahead of competitors. The content within the lead magnet is crucial to forming the foundations of a strong business relationship.

Lead magnets are not seen as optional for businesses that want to remain competitive within their industries. These tools can help plot the trajectory of a prospect’s customer journey by providing a valuable glimpse into a business’s product. 

For technical industries, a lead magnet tends to lean into a demonstration of a product’s solution. This can be done in many ways, like White Papers or Webinars, but the content should provide valuable market insight. 

The Importance of Customizing Lead Magnets

Just like any other marketing tool, customization of outreach is important for lead magnets to be used to their fullest potential. Whether your business has a large array of products or only a few solutions to offer, customers will be coming to you with unique problems that are specific to their organization.

Initial content provided by your business, especially as a way to gain contact information and create first touchpoints, should begin the process of selling your solution. The magnet isn’t a sales pitch itself, though. Rather, it’s a marketing tool to generate interest and educate prospect’s on your product’s capability.

The goal of your marketing efforts is to be seen as an expert in the field. This means prospects and current customers will look to your content for industry insight. Using a lead magnet should entice prospects to provide contact information because they want to engage with the content of value.

Knowing your audience and understanding their needs will help create trust between customers and the business, as well as cultivate interest in your products. Alongside providing solutions, loyal customers will appreciate customized content that caters to their interests.

Before choosing the types of content you want to produce, it is important to identify your target audience and take the time to understand their needs. Research prospective clients, find pain points that your product can help alleviate, and pay attention to market trends. 

Identifying and targeting the correct audience will make sure your content is providing information to those who are most likely to become loyal customers. By investing in research to understand your prospect’s interests, your company should see a higher ROI for lead magnets and other marketing materials.

Along with customization for specific customer bases, making sure your content is up-to-date and relevant to current events can help create engagement. Utilize statistics to show ongoing trends in your industry. For example, as the economy continues to recover from the COVID-19 pandemic, providing customers with content that addresses this topic will help your business be seen as an informed source.

Lead Magnet Examples

Lead Magnet with Highest Conversion Rate

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Email marketing, lead generation, and content engagement are all important tools for becoming a successful B2B company. These are no longer optional if you want to be a competitor in the market. On top of utilizing digital marketing to reach prospects, any content provided to potential clients should begin to build a relationship.

Creating sales pipelines and adding qualified leads to the funnel can be a tough task. Some prospects may be weary of providing contact information, and others may have no idea who your company is. 

By creating and providing quality lead magnets, your business should be able to showcase its value to these potential clients to build trust and begin the sales journey.

Not all lead magnets are the same. Some will serve different purposes depending on the type of customer you are working to attract. All of these tools should be enticing enough to earn contact information. 

Digital marketing continues to evolve as new social media platforms pop up and customers continue to be inundated with content. However, lots of clients are still beginning their search for solutions by turning to Google. 

Attracting potential clients through organic web traffic is a great way to score contact information from potential leads. This is where lead magnets can become a huge game changer. This content should be accessible on your website, in exchange for contact data, and it should be interesting enough to catch a prospect’s attention.

Below are lead magnet examples that can help your business take its lead generation to the next level.

White Paper

This tool is one of the top lead generators for B2B companies, but it needs to be interesting enough to garner interest from website visitors. There are several approaches you can take to white papers, and any form should provide unique information that is specific to your client’s industry.

A white paper is a tool that provides industry information using facts and statistics, but also helps build a case for the product that is sponsoring it. This content provides research-backed knowledge and promotes a solution through authority on the topic. 

As with all lead magnets, the content within the paper should be valuable, and it is important to make sure it’s enough to convert a prospect into a qualified lead. The subject should be creative, but something that can be heavily backed by data.

Providing a professional reference guide or one written by a C-Suite member can be a great start for a white paper. Allowing the CEO or COO to be the face of a paper on a trending topic in the industry can help establish your company’s expertise.

A professional reference guide would act as a comprehensive resource for professionals in your industry. While this type of content may seem basic and geared toward beginners in the field, it helps show off the knowledge of your company. This content is also easily refreshable, which takes fewer resources to maintain. 

Taking a more statistical approach can help gain points from prospects who may value insight into market trends. Analyze a case study or write about market predictions based on past trends. This content can help establish your organization’s credibility and focus on how your product fits into the current market. 

A simple type of white paper can be a comprehensive product breakdown to provide crucial insight into the solutions your business provides. This helps with the technical aspect of your sales pitch and can help introduce prospects to your tools.

Webinars

Leaning into a product demonstration, webinars are an easily accessible avenue for prospects to become acquainted with your company. Live webinars are a great resource to pitch your product to potential customers who may be exploring several solutions. 

These live streams provide in-depth product demonstrations and leave time for questions that participants might have. By showcasing your product and demonstrating your team’s expertise through answering questions in real time, webinars help prospects familiarize themselves with the solution your company provides.

Also, webinars make capturing contact information extremely easy. Many platforms require participants to sign in with their email addresses and include information regarding their role within the company. This allows your team to start targeted outreach to these prospective clients as soon as the webinar begins.

Live webinars help give easy to provide participants with a call-to-action at the conclusion of the demonstration. After seeing your product and its features, potential clients can easily take the next step to set up a meeting with one of your business development employees.

Another option for webinars is creating an ongoing series that is relevant to current market trends. This moves the presentation away from a simple demonstration and allows your team to discuss your product’s role within the industry.

This type of series helps create fresh content to promote engagement from prospects and loyal customers. Along with providing valuable market insight, these conversations and the Q&A following can help potential clients see the way your team interacts with existing customers.

By showcasing your customer service and your expertise within the industry, prospects may feel more inclined to move along within your sales funnel.

Risk-Free Trials

A classic lead magnet for many B2B companies is offering a free trial of the product. This is particularly popular for businesses that are promoting software as a solution. Some prospects may benefit from exploring the product on their own to determine if it’s a good fit.

Important factors for a risk-free trial to be successful in qualifying leads include clear communication about the trial’s terms and ease of cancellation before being charged for the service. 

Free trial sign-up forms will capture contact data so your team can reach out to these prospects and discuss their needs while they’re trying out the product. This is a great way to establish a relationship and help potential customers see the full benefit of your services.

Another aspect of the risk-free trial is gaining feedback from prospects as they self-navigate your product. Conducting check-ins to the contact information provided can start the conversation and allow your team to hear about the customer experience.

This type of lead magnet does require a product that can be easily trialed, but other types of products may be able to utilize a virtual demonstration if a free trial is not possible. Allowing prospects to test the software before purchasing can help build trust. 

Communication is important for successfully providing free trials as a lead magnet. Make sure your team is able to reach out to the user as they work, listen to feedback that’s given, and be transparent about the subscription details. 

eBooks

Similar to a white paper, an eBook is a long form of content that can serve as an informational guide to prospects. However, an eBook tends to cover general topics and may combine multiple pieces into one piece of content.

This type of lead magnet is great if your marketing team works heavily with blogs or has a series on specific topics that relate to your product and industry.  Different from a white paper, an eBook tends to be less academic and bundles more information together.

Sharing an eBook with prospects helps them save time that they would’ve spent searching through your website. The information covered in the content can go over trending industry topics and the solution your product provides. 

Since prospects won’t be able to view the content in your book before providing contact information, the brief overview and title should be catchy enough to catch their interest. 

Quizzes

A creative option for lead magnets is creating a quiz that prospects can take on your website. This type of content encourages direct engagement with your site, and should tell the potential client something about themselves and your product at the end of it.

A quiz can be a fun way to introduce your product and help clients feel comfortable sharing their contact information with your business. 

Making sure you’re implementing an appropriate quiz format is important for this type of lead magnet to be successful. Create a relevant title that entices website visitors to engage.

For example, if your company offers multiple solutions to workplace problems, you could use something as simple as “What Type of Product is Right For You?”. Next, the length of the quiz matters. Avoid making it too long because you don’t want prospects to get bored and abandon the activity.

The results of this should prompt action from the prospect. Try to tailor the results to collect contact information from qualified leads. You can take it a step further by using a quiz to assess where the prospect is in their customer journey.

This type of lead magnet can provide your team with data to move the lead within the sales funnel, as well as encourage prospects to take the next step with your product.

Templates

Offering a way for a prospect to streamline their process by simply providing contact information in return is an easy way to start building a relationship. Often, potential clients are trying to achieve something through their search and that’s how they’ve ended up on your webpage.

By providing templates as a lead magnet, customers are able to gain access to a quick solution and then explore your product in more depth as your team begins targeted outreach. Templates are a great resource for your marketing team to create as well because they don’t require constant refreshing.

Templates can also be used for most industries since they are easy to create in any form. For example, your business can offer email, design, social media, or spreadsheet templates. This type of content targets qualified prospects by tapping into their needs and providing a quick solution.

While templates don’t necessarily demonstrate how your product works, they are able to provide market insight. Tailoring these templates to things such as “Cold Outreach” or “Instagram Posts” can help your prospect see the understanding you have of the industry.

Email Courses

While online courses are easily accessible, taking it one step further and implementing an email course can expand your reach. According to a Statista survey, 96% of workers check their email outside of office hours, and 13% say they check theirs multiple times per hour. 

Email inboxes are cluttered with promotional emails and irrelevant content, so it is important to find ways to reach your prospect with valuable information. Email courses are a great way to allow potential clients to opt-in to a sequence providing insight into industry topics.

This helps establish a relationship between your company and the customer, and they are actively engaging with your content by reading the course. Also, it can help promote the ways your product integrates with the topics covered in the emails.

An email course provides multiple touchpoints to continue nurturing the lead and qualifying their needs. While some prospects may download an eBook but never get around to reading it, email courses provide a consistent stream of digestible content.

This helps your company stay at the forefront of prospect’s mind while they are searching for solutions to their needs. By sharing educational content, the customer will feel like your business has added value and they may be more inclined to move forward in the sales process.

Another great thing about email courses is they can help continue engagement with prospects who may not be ready for purchase yet, but will want to buy your product in the future. These sequences serve as a quick reminder of your business and help cultivate the business relationship, even before a sale is made.

Using Lead Magnets to Demonstrate Product Solutions

Lead magnets are resources that your marketing team is investing time and money into creating, which means you want it to serve a strong purpose. Rather than passively capturing contact information, a lead magnet should do more than just expand your email campaign lists.

Using these tools to their full potential means finding ways for them to demonstrate how your product provides solutions. Potential clients want to see the value your business can share, and a lead magnet is a great first step.

By relating the magnet to your service, your business should be able to qualify the incoming leads and ensure they are getting to the right salespeople. High-tech service providers need to demonstrate the value of their product, whether its data analytics or AI software. By using a lead magnet to begin showcasing the product’s features, potential clients will start to understand the solution.

While it may seem like the easiest way to do this is using a free trial as a lead magnet, other formats can provide the same kind of experience. Webinars, email courses, and white papers help establish businesses as key players within their industries while building trust with clients.

The important thing is to make sure lead magnets are providing educational information, not just serving as an advertisement for the tools your business offers. White papers can lean into your product’s ability while providing data-backed research on market trends. Webinars and email courses can cover industry-specific topics and demonstrate the solutions offered by your product.

This content should be specific to the audience you are trying to engage. Lead magnets should be tailored to the interests of your potential clients and refreshed as needed to stay relevant within the industry. By demonstrating how a product works and the features it has, targeted prospects should feel more confident in allowing your business to provide the solution.

To get started with engaging prospects with these lead magnet examples, check out Leadboxer’s free trial. 

Creating Generational Marketing Strategy

Create a Generational Marketing Strategy Without Alienating Key Target Audiences

Creating a marketing strategy that appeals to a diverse range of ages can be a difficult undertaking. Mass appeal to multiple generations requires a deep understanding of how each group tends to interact with marketing materials. Planning ahead and using appropriate resources are essential elements of any successful generational marketing campaign.

Reaching a broad range of target audience members during a marketing campaign is important for maximizing your return-on-investment (ROI). The goal of your generational marketing strategy should be to reach potential customers without alienating any key audience bases. 

For tips on creating a successful generational marketing strategy, keep reading, or use the links below to skip ahead:

What Is Generational Marketing and Why Does It Matter?

As you are probably well aware, marketing is not a one-size-fits-all approach when building the right customer base for your business. Even if your team is only selling one product, the pitch needs to be adjusted based on a variety of factors, including age. It’s important to understand ways you can incorporate content that appeals to mass audiences throughout your generational marketing strategy to avoid alienating key target groups.

Generational marketing uses segmentation to split audiences by age to better reach each target demographic. Currently, there are four generations of consumers your marketing team should be targeting: Baby Boomers, Gen X, Millennials, and Gen Z. 

It is important to understand that each generation interacts with marketing differently. By understanding which age demographics are in your target audience, your team will be able to produce appropriate content. 

For most businesses, it is beneficial to appeal to multiple generations. By analyzing the preferences of each generation you seek to engage and eventually convert, you can gain valuable insights, making it possible for your team to develop and apply a successful generational marketing strategy.

Annual Consumer Spending by Generation Feb 2019

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Baby Boomers

In 2020, the Baby Boomer generation made up 21.45% of the U.S. population. This generation refers to those born between 1946-1964. Their substantial makeup of the population means they play a significant role in the economy.

Most importantly, Baby Boomers are a generation that has had to embrace major advancements in technology as it has developed at an accelerated rate in recent decades. In comparison, younger generations have had high levels of technology use incorporated into almost every aspect of their lives from a young age. Because of this disparity in lived experience, many Baby Boomers are used to traditional marketing tactics and tend to prefer in-person interactions. 

This isn’t to imply Baby Boomers are out of touch when it comes to technology. According to Pew Research, in 2021, 71% of adults aged 50-64 use at least one social media site. Baby Boomers are a great example of how traditional sales tactics can be combined with social media for maximum outreach.

Generation X

Sometimes referred to as the “Middle Child” generation, Gen X encompasses those born between 1965-1980. This group was the first to grow up with access to personal computers, and tend to be more tech-savvy than their predecessors.

This group makes up less of the population than Boomers and Millennials, coming in at 19.71% of the U.S. population in 2020. Gen Xers tend to be swayed by customer testimonials, and it’s helpful to provide a mix of traditional marketing with digital tactics.

Millennials

Also known as Generation Y, Millennials surpassed the Baby Boomers in size in 2020. Currently, Millennials make up 21.93% of the U.S. population.  

Those born between 1981-1996 are classified as Millennials, which means they grew up during the rise of technology. This demographic tends to have a large online presence and a good grasp of digital marketing tactics. 
There are more than 80 million millennials, most of whom are very active on social media and tend to consume information on their cell phones. Marketing tactics should take mobile compatibility into consideration when trying to reach this generation. Delivery of advertising and other content via online blogs and social media is highly effective with this demographic.

Generation Z

A young generation on the rise, this group makes up those born between 1997-2012. They account for 20.35% of the U.S. population, but only a fraction of this group is old enough to enter the workforce. 

Gen Zers grew up online, and have embraced social media from a young age. They tend to have a shorter attention span and the ability to consume different forms of media simultaneously. A  2017 survey by the National Retail Foundation (NRF) shows 74% of Gen Zers consider ‘spending time online’ to be a hobby. 

As a unique group, Gen Z may not be fully entered into the workplace yet, but that hasn’t stopped them from having a substantial impact on the economy. The NRF found that consumer spending on Gen Z equated to $829.6 billion in 2015. 

Generation Z prefers quick messaging and dislikes marketing ads that disrupt their online experience. They tend to lean toward tech-savvy sales tactics, but they place a larger emphasis on quality when it comes to products.

Establishing Your Target Audience

With such diversity spread across the generations, it is important for your marketing team to know which groups they need to target. Not all products will appeal to a mass audience, and that’s okay. By knowing your customer base, your company can allocate its resources towards marketing efforts aimed at reaching the right people.

Start by creating your ideal customer profile. The idea is to target clients who will most likely benefit from using your product. Odds are, your customer base will span across several generations, but it is possible it may not appeal to all of them.

Creating an ideal client profile takes time and resources.But the information gleaned is worth doing the necessary research so you understand who is most likely to benefit from and purchase your service or product. This information will prove vital in assisting your marketing team as it begins creating successful campaigns aimed at nurturing potential customer relationships. 

Once established, take a look at the generational demographics of your target audience. If your list contains members of Generation X or younger (and it most likely will), your team should start thinking about the best ways to incorporate social media into its campaigns.

Millennials and Generation Zers are known for their online presence, but they are also in tune with marketing tactics. These groups don’t want to be bombarded with ads during their content scrolls, but they do want quality information delivered in an easy-to-digest format. 

According to a 2022 consumer survey, 81% of consumers prefer receiving personalized communications from brands. This means your company needs to establish which customers are buying your products and then find ways to personalize your marketing outreach.

What is Attitudinal Segmentation?

Similar to generational marketing, attitudinal segmentation involves splitting your audience into groups. Rather than focusing on age, attitudinal segmentation groups customers together based on shared beliefs. This strategy dives deeper into the way customers think and feel.

This type of audience segmentation can help your marketing team personalize their outreach based on the feelings of specific customer groups. It is also most successful when combined with other tactics, such as generational marketing.

Using these strategies together can help maximize outreach and avoid alienating key audiences. When beginning the implementation of attitudinal segmentation, starting off with a few simple questions can kick start the process.

Try establishing motivations with questions like “Why do you…”, or focus on opinions with “What do you think of…”. These answers will help guide audience members into segmented groups based on their purchasing behaviors. By understanding the way consumers feel, your marketing team will be able to develop content that speaks to the needs of your customers. 

The Importance of Brand Loyalty Across Generations

The Importance of Brand Loyalty for Consumers

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There is more to creating a successful marketing campaign than simply understanding generational preferences and customer attitudes. Audience engagement helps lead a marketing campaign to the finish line by filling the sales pipeline with qualified leads ready to start the purchasing process. 84% of consumers will interact with advertising when they feel loyal to the brand. 

The sales cycle begins with marketing touchpoints that happen long before customers get the chance to speak with the sales or customer service departments. That means brands start building their reputation from the moment content is extended to an audience. Establishing and maintaining a credible brand is important for encouraging customer engagement.

According to Havas, over half (60%) of brand-related content fails to deliver and is considered clutter by consumers. Before taking any concrete steps to plan a marketing campaign, the team should understand that consumers value quality over quantity when it comes to brand communications. 

Generational and attitudinal marketing strategies align when it comes to understanding what customers want to get from a brand. Not all consumers share the same attitudes, and many are loyal to the same brands for different reasons. Diving into the insights that generational and attitudinal preferences share with brands can help your team create a successful campaign that reaches the correct audience.

For example, Gen Z looks for brands who are able to provide for the greater good and offer value. As a group that has grown up connected to communities through the internet, 68% of Gen Zers say they expect to see brands positively contribute to society. On top of their overall belief in bettering society, Gen Zers look for tech-savvy brands. In fact, the majority of this group won’t engage with websites/apps that are slow to upload.

Gen X is known for being the most brand-loyal group. Statistics show four out of 10 Gen Xers will stick with brands with which they have already established relationships. Continued outreach and implementation of customer feedback will be important to maintaining loyalty with many in this age group.

Along with preserving a good standing among consumers, brand loyalty leads to repeat purchases by customers. Studies demonstrate purchases by repeat customers are vital to success, accounting for up to 65% of a company’s business. Brand loyalty helps establish long-term relationships with consumers and encourages multiple purchases from these buyers. 

In between buying cycles, marketing plays a large role in nurturing customer relationships through targeted content. This outreach helps your company and the services or products it provides stay top of mind for consumers. 

Creating a Generational Marketing Strategy Without Alienation

After taking a deeper look at the different generational motivations, the best place to start with campaign creation is understanding how incorrect use of this information may cause alienation. Generational marketing can help successfully reach out to consumers across different age ranges, but overgeneralizations about the groups can cause more harm than good. 

While understanding generational differences, especially with the preferred communication styles, is important for marketing, it is just as important to avoid stereotyping. A successful generational marketing strategy will combine with attitudinal segmentation to provide a positive personal experience for the target audience. 

To start a successful campaign, it is important to identify where age will play a role within your company’s outreach. Knowing how generational differences factor into your brand will help your team segment audiences appropriately.

Diversity Within Generations

One of the main problems with traditional generational marketing is failing to take into account how large these groups are. For example, with 80 million Millennials in the generation, it is safe to assume not all of these consumers share the same beliefs. All of the generations are made up of diverse groups who may act differently from their peers.

Consumer age can provide insights into their preferences, but these trends do not replace a personal connection with the customer. Simply assuming your client will act a certain way due to their generation can cause tension and potentially ruin the business relationship if those assumptions are proven false.

Implementing attitudinal segmentation alongside generational marketing can be a great way to find middle ground when creating campaigns. Using data that provides insight into customer opinions, purchasing history, and lifestyle, these tactics can help companies avoid getting caught in a stereotype trap. 

This allows your marketing team to focus on creating content for groups with similar interests, rather than just age. By delivering quality content that speaks to a consumer’s preferences, attitudinal segmentation can boost overall engagement and reach mass audiences.

Stick With Tried and True Marketing Tactics

Social media usage continues to grow across generations, but traditional marketing tactics still have a place in campaigns. Email communications continue to be the preferred marketing channel for most generations, except Gen Z. 

Continue to communicate with groups via email blasts, but focus on tailoring content to reach the targeted audience. Segment these groups based on preferences like the amount of communication the consumer wants or specific products they may buy. 

Quality customer service remains a high priority for consumers. According to Microsoft, 69% of U.S. consumers view customer service as an important factor when maintaining brand loyalty. Customers will continue to repeat purchases from companies they view as excellent in the customer service department. To ensure these efforts are reaching the right audiences, tailor your customer services to the needs of different generations. 

Millennials and Gen Z are known for their online presence, and online customer service options make addressing these issues easy. For those who may prefer a more traditional route, implement customer service over the phone and make sure consumers are able to interact with a real person. 

Marketing for Tech-Savvy Groups

A huge mistake that can be made during generational marketing is assuming some groups may not be active on social media. While Millennials and Gen Z tend to spend more time online than others, it would be incorrect to assume Gen X and Baby Boomers avoid the internet completely.

68% of Baby Boomers are active on Facebook, which means a majority of this generation sees Facebook advertisements daily. For those companies who want to utilize social media for all generations, sticking with traditional outlets like Facebook can help with effective outreach.

Two-thirds of the Millennial generation are active on Facebook daily. Reaching Gen Z, however, may be more successful with Snapchat or Instagram, since over 50% of this generation uses these apps daily.

Due to the Millennial’s and Gen Z’s tech-savvy lifestyle, digital marketing tactics are important for reaching consumers in these age groups. It is important to have a strong understanding of the way these groups interact with online communities to maximize outreach efforts.

According to Epsilon, 75% of these generations shop online with their smartphone. That means usability across devices is important for closing sales. Website compatibility and access on smartphones will help connect younger consumers with your products. The study also found that Millennials spend more money online than other generations. Having the ability to purchase items directly on a website is important for tapping into this generation’s spending potential.

While Millennials lead the way in e-commerce buying on sites like Amazon, Gen Z has adopted a different tactic when it comes to online purchasing. According to Forbes, 97% of Gen Z view social media as their main source of shopping inspiration. Being able to purchase items in apps, like Instagram, TikTok, and Pinterest, helps Gen Z have a more personalized shopping experience. 

While younger generations tend to lead the way in online shopping, multi-generational households are changing the way older generations make purchases. Baby Boomers with kids are 42% more likely to shop online. 

77% of consumers in Gen Z who still live with their families say they have an influence over household food and beverage decisions. These multigenerational interactions mean it is important to maintain digital marketing with mass appeal. 

Embracing Brand Authenticity

Generalizations about age groups are nothing new, but falling into these traps can be detrimental to your generational marketing strategy. Avoid getting stuck in the belief that all boomers hate technology or that millennials are entitled. These stereotypes often find their way into conversations, but they alienate audiences and can negatively impact your brand’s image.

Instead, focus on authentically presenting your brand in a way that can resonate across generations. Consumers are smart, and they will easily identify inauthentic attempts to ‘fit in’. For example, unless it is already part of your company’s persona, using cheesy social media lingo can be a turn-off to younger customers.

According to a study done in 2018, transparency is one of the most attractive qualities for 69% of consumers. Hiding behind generational stereotypes can cause customers to feel as though your brand is not presenting an authentic vision. Forbes points out that over one third of Gen Z follows brands that they like, which means consistent branding is important for this generation.

Not only does the youngest generation care about authenticity, but overall, brands with consistent presentation saw a 33% increase in revenue. Across generations, consumers are focused on the image a company presents and how its actions back this up. With customers holding the buying power, authentic brands will benefit and continue to rise to the top.

Key Takeaways

Generational marketing is not a one-size-fits-all strategy. Marketing teams should avoid jumping into a campaign that is based on age alone.   Instead, creating a diverse plan with attitudinal segmentation and patterns based on generational behavior will avoid the alienation of key target audiences.

Embracing technology works for all generations, but some may require more creativity to be persuaded into a purchase. Stick with traditional outlets to reach Baby Boomers and Gen X, but don’t be afraid to try out new platforms like TikTok in hopes of reaching Gen Z. Maintain authenticity and transparency across all social media and email, though. Consumers will appreciate consistent branding, and this can increase your company’s brand loyalty. 

Establish your target audience through a range of factors. Look into their lifestyles, communication preferences, and product interests. Segment your audience based on attitudes and opinions, as well as generation when applicable. Focus on creating brand loyalty and rewarding repeat customers. 

Overall, generational marketing can help companies better reach their targeted demographic, but it is crucial to approach this strategy with ample research. To avoid missing out on outreach to key audiences, combine generational and attitudinal marketing strategies for a successful campaign.

For a free trial on using customer insights from web traffic, check out LeadBoxer!

How to Create a Successful Content Marketing Strategy

How to Create a Successful Content Marketing Strategy

Want to stimulate interest in your brand without paying for ads? Content marketing is the answer. This type of marketing involves making videos, blogs, and social media posts that solve problems for your ideal customers, thus building loyalty to your brand and encouraging them to buy from you. 

This strategy is essential for staying ahead of competitors. A 2021 report from HubSpot found that 70% of over 1,500 marketers surveyed are actively investing in content marketing. The same study noted that 40% of marketers consider content marketing vital to their overall strategy.

Creating and implementing a content marketing strategy doesn’t have to be time-consuming. The following techniques will set you up for success.

Read on or jump ahead to these topics:

Get Company-Wide Support

Great content marketing happens when everybody in a company collaborates. To do this, you’ll need to get the leaders of various teams and departments behind you.

Ardath Albee of Marketing Interactions explains, “You need executive backing to fund and source a content strategy. You also need the support to ensure there is enough commitment to see a content marketing strategy through.”

To get leaders of your company on your side, position content marketing as a way to help their departments reach their goals.

Understand Your Audience

Before creating content, you need to think carefully about your ideal customers and anticipate what videos, blogs, or resources they want. Consider these questions:

  • Who is the ideal person reading your content?
  • What information do people want that isn’t readily available?
  • What pain points are your customers feeling?
  • How does your target audience make buying decisions?

By creating content that anticipates and answers your ideal customer’s questions and pain points, you can simplify their decision to buy from you.

Invest in Branding

Consider hiring a reputable agency to develop your brand’s look. The visuals and messaging used to represent your company impact your bottom line. A 2019 Reboot study of 2,500 consumers found that the right color can increase brand recognition by 80%. Furthermore, a 2019 Lucidpress survey of 400 organizations found that a consistent presentation of brand imagery, messaging, and values across channels can increase revenue by 33%.

Publish Guest Blog Posts

Curating blog posts from thought leaders in your industry is a win-win for all involved. It creates new content for your website with less lift from your marketing team and gives contributing writers a platform for sharing their ideas.

Guest blog posts also encourage the creation of backlinks, or links connecting one website to another. This happens when the contributing writer shares the article on their personal site. Backlinks signal to search engines that your content is valuable, which in turn boosts your site’s ranking on search engine result pages (SERPs).

Here are some tips for finding and recruiting credible guest bloggers:

  • Visit other blogs in your industry and see who is writing for them
  • To grow your audience quickly, reach out to in-demand writers with large audiences and offer to pay them
  • Mention the benefits of writing for you, such as the number of monthly visitors to your site and the exposure writers will receive

Create Evergreen Content

While new content is helpful for keeping social media and email audiences engaged, there’s no need to churn it out all the time. Instead, invest energy in creating evergreen content, or resources that are always relevant. Examples include:

  • Frequently asked questions
  • How-to guides
  • Tutorials
  • Encyclopedia pages
  • Troubleshooting articles

Over time, these pieces of content will rise to the top of SERPs and draw new prospects into your audience.

Repurpose Content

Another way to save your marketing team time is to reconfigure content for different channels. For example, transform an interview between a member of the marketing team and one of your executives into a podcast episode, blog post, infographic, and series of social media posts. 

Content repurposing ideas

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This gets more mileage out of the original piece of content and can help you reach audiences on various platforms.

Organize Content on Pillar Pages

A pillar page is a high-level article that provides prospective customers with an overview on a topic. The page includes links leading to blog posts or pages that cover subtopics in more depth.

Pillar page blog structure

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Pillar pages help keep your site organized. They’re also another effective way to reuse existing content.

Include Videos and Graphics

Visuals help break up long blog posts, appeal to visual learners, and can increase site traffic and the amount of time visitors spend there. A 2020 survey conducted by Wyzowl found that 86% of marketers say video has increased traffic to their website. The same survey noted that 83% of marketers credit video with helping increase the average time visitors spend on a page.

Measure Your Results

Analyzing the effectiveness of your marketing helps determine what types of content lead to the most sales and what parts of your strategy need improvement. To measure your results, use a tool like Google Analytics or LeadBoxer to study your site’s data.

LeadBoxer tracks what your leads do on your website or when you email them. You can see what pages they visit, how much time they spend there, and what resources they download.

Leadboxer content analytics features

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By comparing customer journeys, you can identify common pathways or pieces of content that lead to sales. You then know which content types are most effective and worth replicating. You can also determine which pages to keep updating and sharing on social media.

Final Thoughts

Content marketing is vital for attracting, nurturing, and retaining customers. By anticipating and answering questions with your content, you establish your brand as a thought leader with unparalleled customer service.

Techniques like publishing guest blog posts, creating evergreen content, organizing content into pillar posts, and repurposing content across channels help your marketing team reach the most people with the least amount of lift.

A tool like LeadBoxer helps you analyze your strategy. With LeadBoxer, you can see what pages or downloadable resources are driving the most sales. Get started today with a free trial.

How to Develop and Implement Your First Successful SEO Campaign

How to Develop and Implement Your First Successful SEO Campaign

Marketing strategies are constantly evolving to keep up with the fast-paced digital world. Now, more than ever before, customers are able to see a comprehensive list of solutions in a matter of seconds.

As technology continues to get smarter, potential buyers are becoming even more accustomed to personalized product searches. In order to stay relevant, businesses must remain on top of the trends to make sure the internet is working to their advantage.

Search Engine Optimization (SEO) is not a new term to those familiar with digital marketing practices. However, SEO has become a major buzzword as these campaigns continue to rise to the forefront of marketing plans. With this increase in popularity, successful digital communications rely on an accurate understanding of SEO and best practices for campaigns.

Read on or jump ahead to these topics:

What is an SEO Campaign?

Search Engine Optimization is the process of improving your digital resources to increase visibility and engagement through web traffic. The goal of SEO campaigns should be twofold: to grow the volume of visitors and to improve the quality of their online experience.

This works when your content is able to show search engines that it is the best answer for the topic. While all search engines are powered by different algorithms, Google has a market share of about 92%. Focusing your optimization efforts around this platform is the best place to start.

Spending money and allocating resources for marketing strategies is an investment for future growth. You want to make sure your return-on-investment (ROI) is as high as possible. By using SEO, you should start to see an uptick in web traffic from qualified leads as your site reaches your target audience.

Timeframe for Seeing SEO Campaign Results

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Successful SEO campaigns are based on thoughtful and targeted keyword research, link building, and web analysis. An in depth understanding and correct implementation of fundamental SEO principles will significantly boost your ROI.

Over a three year average, B2B industries see a 702% ROI from SEO campaigns, and a 7 month timeline to break even.

Identifying Your Target Audience

The first step to successfully implementing an SEO campaign is understanding who your target audience is. A target audience is a real group of people that could be interested in the products or services offered by your company. 

Your SEO campaign should work hard to direct as many potential buyers to your site as possible. This kind of brand exposure will help increase your sales conversion rates and build out your sales pipelines with new leads.

By understanding the ideal base for your audience, you will be able to map out your SEO strategy. This will help guide your keyword search as you narrow down the most likely used terms for optimization. Tailor your online content toward this specific group of visitors to help improve your overall customer experience.

There are a few ways to determine your target prospects. Start by understanding your current client demographics. Open communication between marketing and sales teams will allow salespeople to share profiles of their customers. 

Take advantage of social insight tools. Social media and website tracking can provide vital information about exactly who is actively engaging with your content. 60% of consumers subscribe to email blasts to stay involved with promotional messaging. By analyzing current followers and subscribers, you can build out your ideal target audience.

Identify the questions being asked by potential buyers. Which problems does your current customer base have that are solved by your products? If you can pinpoint the topics of discussion, your content can reach similar groups facing these issues.

Organic Keywords & Data Analytics

Share of commerce traffic generation from organic searches

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An organic keyword attracts free traffic through SEO, whereas pay-per-click (PPC) words are bid on through paid campaigns

On average, there are 3.5 billion Google searches happening each day. Organic keywords can help drive traffic from those searches to your website. Using words in your content that people are actively searching for is the best place to start gaining organic traffic. 

Organization is also key. Avoid dumping words onto one page, and make sure to use them throughout your site. Unique content that offers genuine information is the best way to utilize these organic keywords.

Data-driven marketing means using collected data as the main component when creating your SEO campaigns. This tactic allows your research to guide the build-out of marketing strategies for effective implementation.

Use data analysis tools to better understand the ways traffic interacts with your content. By analyzing your data, you will gain a better understanding of visitor behavior and drive more organic traffic to your site. 

Developing and Implementing a Successful SEO Campaign

Now that you have the basics down, executing your SEO strategy should be easy. Try the following steps to get started.

1. Evaluate Your Current Site and Its Content

Are you using a modern website builder? If your site’s platform is up-to-date, optimization will be a much easier undertaking. SEO will not work outside of a user-friendly environment.

Audit your current SEO plan. Maybe some of your pages already have a good foundation. Don’t throw out anything that is already working. 

Make sure to pinpoint the areas that need change. Focus on evaluating your current URLs and page structures.

2. Topic & Keyword Research

Before you can develop a list of keywords, you will need to create a set of topics to explore. A topic is a set of related search terms broader than your keyword list. Gather all relevant details when building out these sets.

You will want to dive deep into the research to have comprehensive knowledge of your chosen topics. Figure out the total search volume for these words, analyze the type of existing content appearing, and gauge competition levels.

3. Create Quality Content

It’s a simple step, but it may be the most important one in creating your campaign. Content needs to be authentic and relevant to your audience. 

Your site should be free of technical errors. Pages should include strong titles, which is a key element in SEO.

Try to produce evergreen content. If your blog is full of pieces that are relevant to the industry, chances are you will see more engagement. This can include ‘how-to’ articles, product reviews, and videos. 

Establish partnerships and create strong relationships with social influencers. Your content should provide shareable information. Earn credibility by producing pieces to share your brand’s mission with your target audience.

Use backlinks to help build confidence in your brand. This helps signal to search engines that other sites approve of your content. Earning backlinks from highly respected sites should be a desired goal.

4. Implement On-Site Optimization

Once you have content ready to go, it is important to maintain your website for SEO-friendliness. Utilize keywords in your URL slugs. Optimize the alt-text for your digital media, and be sure to incorporate long-tail keywords. 

Don’t forget about technical optimization as well. Server speed, source code, and IP addresses should be evaluated for the best user experience. 

Making sure your content is mobile-friendly is extremely important. To help with this, use the smallest file sizes possible for graphic content.

Create meta titles and meta descriptions that look natural while featuring keywords. Optimize the layout for user experience and search engines. Focus on fixing any accessibility issues such as any 404 redirects from Google.

5. Combine Your Campaign With Other Marketing Resources

Email marketing is a strong tool on its own. It’s even more powerful when paired with a comprehensive SEO strategy. 

Use personalized blasts to drive qualified traffic to your site. Test content through email, and add successful elements to your site. 

While social media isn’t a direct ranking factor, you can still use it to boost your overall brand awareness. Increase engagement through social shares, find link opportunities, and have positive interactions with potential web traffic.

Thought leadership allows your brand to establish itself as a leader in the industry. 47% of C-Suite executives said they shared contact information after reading thought leadership content.

When providing this type of content, make sure it fits within your SEO plan. If potential decision makers engage with your site, it’s important to make sure they are directed to the right place.

Integrations and SEO Campaigns

Once you have a plan to roll out your SEO campaign, use integrations for smooth implementation. Leadboxer connects with email marketing tools like MailChimp to help track data from audience engagement.

This software allows you to see who is visiting your site so you can learn what they do once they land on the page. Use this information to fine-tune your content and improve the customer experience. 

By tracking engagement, Leadboxer helps demonstrate which parts of your SEO campaign are working and which areas could use improvement. 

To see how your business can benefit from the LeadBoxer lead generation platform and its many app integrations, sign up for your free trial today!

how to recapture and nurture inbound leads 2

How to Recapture and Nurture Inbound Leads

Your business wants to see revenue flowing in. Understandably, it makes sense that the more inbound leads you land, the more paying customers you’ll get. You devote your time and resources to gain new leads.

Lead generation is popular as 53% of marketers say half or more of their budget goes to lead generation. While over half of companies engage in new lead generation, only 35% of B2B marketers have a lead nurturing strategy. 

What about your old leads? In the rush to get your brand out there in front of new prospects, they can sometimes be forgotten.

Read on or ‘jump ahead’ to the following topics:

What Are Inbound Leads

For years, marketers and salespeople have relied on outbound sales to generate new leads. Cold calling and spam emails are common outbound methods of reaching out to prospective customers.

However, people don’t like to be pestered by businesses. Today’s best leads will reach out to you through inbound marketing and sales. Inbound leads are much more likely to convert.

What are inbound leads? They are prospective customers that respond to a piece of content as part of a business’s inbound strategy. Some examples include filling out a survey, downloading an eBook, or contacting a salesperson after reading an article.

Why should you use an inbound strategy? Why is it necessary to pay attention to nurturing your old leads instead of continually generating new ones? The section below highlights statistics that may inspire you to alter your lead generation strategy.

Stats on Recapturing Old Leads

Your business needs customers to make a profit. Constantly devoting resources to generating new leads is not the best strategy. Here are some reasons why:

Nurture Inbound Leads - Stats on Old Leads

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Inbound Leads Stats

Inbound leads promise more for your business than outbound ones. To fully maximize the power of inbound leads, they need nurturing. Here are some reasons lead nurturing works:

Nurtured vs non-nurtured inbound leads

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Ways to Re-Engage Old Inbound Leads

Those old leads you’ve forgotten are important. It is equally important to nurture them.

Maybe you have leads that have gone cold. How do you re-engage old inbound leads? Here are some effective strategies to try:

Continuously Offer Fresh Content

New leads are drawn to your company via interesting, valuable content. However, if the content doesn’t change, they will no longer engage with your brand and will go elsewhere.

To keep people coming back to your website or storefront, you need to continuously provide fresh, interesting content. This content can be website content, new product descriptions, blog posts, webinars, white papers, vlogs, etc.

Invest in Email Marketing

Email marketing is one of the most effective lead nurturing strategies out there. They can be sent with minimal effort and costs and they are received immediately.

However, email marketing is more than sending a massive e-blast every so often. Emails spared from the spam or trash bins are those that are interesting and personal. To have a solid email marketing strategy, you need to know your customers.

Categorizing your customers based on where they are on the buyer’s journey is the best way to get conversions. Researching who each audience is along the buyer’s journey will make your emails personal and eye-catching. 

Nurturing Inbound Leads Statistics

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Use Paid Retargeting Ads on Social Media and Google

Customers are on social media and/or browsing the internet at least once a day. While social media marketing and SEO are great lead generation strategies, they may not be enough.

Paid Google ads and social media retargeting ads only show advertisements the customer would most likely be interested in. The customer won’t be overwhelmed by irrelevant products or services. This means your offerings will only be shown to those customers most likely to make a purchase.

Send Personalized Notes Through the Mail

In this day and age, it may seem odd to send notes to customers via snail mail. Because of the rarity, personalization, and thoughtfulness of mailed notes, they are effective in warming up cold leads.

The effectiveness and feasibility of mailing notes to leads also depends on your targeted audience and your customer base size. If your ideal customers are younger and your business has thousands of customers and prospects, email is a better option.

Ask For Customer Feedback Via Surveys

In most cases, an inbound lead grows cold because it’s either been neglected, or it’s been engaged in the wrong way. Asking the potential customer to provide feedback will empower them, which sparks engagement.

Asking a cold lead to provide suggestions for marketing efforts shows you care about the customer. Online surveys via email, text, or social media are quick and cost-efficient. They can also be viewed by the customer anytime, anywhere.

To improve the likelihood of survey completion, offer the customer a ‘thank you’ gift or discount.

LeadBoxer Integrations Can Boost Your Inbound Strategy

If your company hasn’t done inbound marketing or invested in lead nurturing, getting inbound leads can be a daunting task. However, you don’t have to go it alone. LeadBoxer is a sales and marketing platform that offers numerous features and integrations to help recapture and nurture leads.   

With LeadBoxer, you’ll obtain valuable insights and analytics into your customers and their behavior. Learning who they are and what types of outreach they respond to will boost your marketing strategy and generate quality, loyal leads.

LeadBoxer works with a variety of marketing and sales tools you already use. The LeadBoxer platform identifies, enriches, and provides custom lead scoring so you know you’re targeting the right people. The insights provided also help you reach out to those most promising leads.

Some of the benefits of using LeadBoxer include:

  • Enjoying cutting-edge, big-data technology
  • The ability to identify, capture, enrich, score, segment your leads and customers
  • The ability to combine lead and customer activity and gain valuable insights into profiles and email/website behavior

Email Marketing Integration

You can’t recapture and nurture inbound leads without a strong email marketing strategy. LeadBoxer offers a variety of integrations for the email marketing programs you currently use. These include Hubspot, Marketo, Gmail, MailChimp, Outlook, Pipedrive, and Active Demand.

LeadBoxer provides thorough email tracking that allows you to import and export data. You can gain valuable insight into your audience and their behavior. 

Nurture Inbound Leads - LeadBoxer Email Marketing Integration

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MailChimp Integration

MailChimp is one of the most popular email marketing programs. LeadBoxer can help you identify your audience and track their behavior on your website. This offers valuable information about what your leads do once they click through from the email to your website.

Once an inbound lead is identified, you can see their future visits to your site. By learning who visits and returns to your website and which pages they visit, you will be better equipped to nurture your leads effectively.

Through the integration of your MailChimp email marketing platform with LeadBoxer, you can:

  • Identify more users on your website
  • Learn what your audience does after they land on your website
  • Better understand your email marketing campaigns
  • Be notified when your audience is ready to make a purchase
  • Qualify leads based on profile data and behavior
  • Segment leads based on scoring algorithms
  • Data can be exported and synchronized to multiple programs

Data Analytics 

Why are data and analytics important to your inbound marketing strategy and nurturing old leads? The short answer is that it allows you to foster relationships with leads. Your marketing activities are personalized based on each lead’s behavior and preferences.

All your customers and leads are unique individuals who respond to different messaging and strategies. When you send out generic email blasts or paid search ads, they will turn away many leads. Effective inbound marketers know that one size doesn’t fit all.

Inbound leads come to your website looking for something. They chose to do business with you over the competition. To keep them coming back, you need to nurture them.

Lead nurturing involves a relationship between your brand and each customer. When your leads feel like your business knows them and values them, they are likely to come back. Using analytics to track audiences and preferences means you can alter how you connect with each lead.

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Nurturing Leads-Leadboxer platform

The insight you gain from data analytics will help you market to each lead in a way that sparks their interest. Additionally, the relationship they build with your brand will encourage them to become loyal customers.

There are people out there who want your products and services. If you don’t invest in an inbound marketing strategy, you miss these qualified leads. You need to recapture old leads by nurturing them.

LeadBoxer can help you with nurturing inbound leads and take your inbound marketing strategy to the next level. Contact LeadBoxer today and start generating high-quality leads who will become loyal customers.

customer centric strategy

Using CRM to Craft a Winning Customer Centric Strategy

Managing your customers is an important task for every successful business. Customer Relationship Management (CRM) software has become a major asset for companies, and the global market for this technology continues to rise, helping in arranging a winning customer centric strategy. CRMs help provide easy management of employee, customer, and lead interactions. This software automates sales processes, integrates seamlessly with other technology, and assists in organizing operations in individual silos.

During the COVID-19 pandemic, businesses have found themselves leaning on CRMs more than ever to manage interactions with customers. In a recently released report by Global Industry Analytics, INC (GIA), research digs deeper into the current trends and predicts continued CRM growth in the coming years.

As companies continue into the world of digital communication and increased remote work environments, knowing the best practices for CRM use can help with successful operations.

Continue reading or jump ahead to the topics below:

Increasing Popularity of CRMs During COVID-19

CRM software market

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The pandemic has reshaped the way many companies approach their business strategies. Throughout these unprecedented times, there’s been an increased emphasis on remote working environments. Managing customer relations remains an all-time priority, yet the challenges for successful outreach have grown.

With an unexpected mass shift to virtual work, there has been a need for technology conducive to interdepartmental collaboration. CRMs can help fill multiple deficiencies across workflow when departments are communicating remotely. With integrations and automation, these systems help improve productivity.

Amid the COVID-19 pandemic, the GIA study reveals that the global market for CRM software is projected to reach $81.9 billion by 2024. While CRMs may have been underutilized pre-pandemic, research demonstrates how crucial this technology is for successful remote work.

The GIA study also shows the overwhelming use of CRMs across different sizes of operations from start-ups to large corporations in the United States. CRM software in the U.S. accounts for 49.7% of the global market for this technology.

In a time when employee disconnect saw an all-time high, CRMs were able to help provide a sense of relief to businesses. Due to the rise in popularity, the usage of CRM software continues to be on an upward trend.

Workflow Management for CRMs in Remote Environments

Due to COVID, companies saw a quick switch to virtual work with little time to prepare for the transition. Since then, employees have relied on technology to stay connected with their teams. Improving workflow in remote work environments can be done through proper organization and constant company communication.

Improving operational activities within individual silos is just as important as encouraging collaboration between departments. CRM usage played a role in assisting companies to work at maximum efficiency within specific teams.

CRMs benefit employees through features like calendar and email integration, as well as notification systems. These are crucial in helping reduce the amount of missed information between employees. 

With data organized on one platform, workers are able to stay on the same page while working from different locations. Switching out of the office setting means the workflow of most departments faced disruption. 

Using CRMs means teams are able to utilize automated features to ensure proper delegation. For example, artificial intelligence (AI) can recognize and route customer emails directly to the right person without getting lost in the digital shuffle. 

Since coworkers no longer have the ability to quickly ask questions in person, built-in pipelines through CRMs can drastically improve communication.

Customer Outreach During COVID-19

In addition to causing employee engagement challenges, the pandemic also impacted customer outreach efforts. Keeping in touch with current and potential clients is vital to building out a sales pipeline. 

Due to the lack of in-person meetings and a constant stream of Zoom invitations, staying at the top of customer inboxes is an easy way to boost sales.CRMs can assist this process by sending out mass emails and setting reminders for timely follow-ups. 

CRM software allows companies to utilize templates and build-out personalized campaigns. By tracking customer engagement and storing data, CRMs also help your sales team nurture leads and re-engage stale leads.

Sales & Marketing Alignment

Successful sales campaigns are the starting line for closing a deal. To have this communication with customers, sales and marketing departments must work together. 

CRMs encourage alignment between sales and marketing teams through data collection, seamless communication systems, and software integrations. With a centralized database in your CRM, both teams can access all of a lead’s information for easy contact. 

CRM software can also help each team keep track of where a lead is within the sales pipeline. Allowing both departments access to this information helps direct marketing and sales communications to the correct clients while cutting down on duplicate outreach.

CRMs work to increase the success of your business’s lead generation and nurturing process, which ultimately improves your sales conversion rates. Utilizing a CRM can provide deeper insight into the customer journey.

Building out complete customer profiles in your CRM encourages your teams to get personal with their strategies. This allows your salespeople to understand the persona of each customer when pitching your product, while your marketing team can finetune campaigns for targeted audiences.

Customer feedback can be recorded in the system, which helps sales teams improve their sales strategies. Employees are able to track each interaction with potential customers. This information can be accessed across all departments. 

By properly using a CRM, your company can easily improve customer experience.

Customer Centric Strategy

A customer centric strategy also referred to as client-centric, means focusing your business model on creating a great customer experience to build brand loyalty. These businesses make sure that customers remain the center of their operations. The end goal is always client satisfaction.

This business approach uses the theory that going above and beyond to meet customer expectations is the best way to gain repeat sales. When utilizing the customer centric strategy, the goal is to properly maintain your existing client base to ensure long-lasting relationships.

Benefits of a Customer Centric Strategy

customer centric marketing

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Focusing your sales efforts to attract loyal customers can help your business in the long run. Simply put, new customers can be hard to find. Investing in existing relationships will help boost your sales.

Not only can it be a challenge to track down leads, but acquiring new customers is costly. Nurturing current relationships helps save your team money while selling more. The goal is to continuously provide a seamless customer experience across all of the products and services your company offers.

Using Your CRM for a Customer Centric Strategy

Improving your customer experience starts internally with your sales and marketing departments. Teams should have the proper resources to successfully meet client needs.

CRMs help streamline communication channels between teams and better your customer management practices. With easy access to contact information and the ability to track engagement with leads, staying on top of customer outreach should be a priority.

Implementing a Customer Centric Workflow

You don’t have to start from ground zero to centralize your business around customer needs. Taking advantage of your CRM and other software can help you get started with a customer centric model. There are a few key takeaways to keep in mind when using this theory:

Focus on all-hands involvement. To ensure your company is providing the best customer experience, get your teams on the same page. Emphasize interdepartmental communication. 

Make sure your employees are utilizing CRM functions for efficient workflow. Provide every team with access to customer insights so they can work to improve your client relationships.

Communicate with existing customers and gather valuable data. Understanding what your current customers like and dislike about your services provides valuable feedback for your company. Dig deep into the analytics and make sure your CRM has the most up-to-date data available for your teams.

Personalize your outreach. Automation is a huge help for mass outreach, even to your existing customers. Use your CRM to develop personalized email campaigns for segmented customer groups. 

Be sure to reach out to customers at the right time. CRMs can help keep track of when to follow up by setting reminder notifications for when it’s time for your next outreach.

Don’t be afraid of change. A customer centric strategy requires constant analysis of trends. The goal is to best predict your customer’s needs and continually provide quality solutions. As those needs evolve, make sure you are adapting to serve your base.

Automating and Integrating Your Technology

Devoting more time to an improved customer experience is easy when you have the ability to automate parts of the process. Integrating your CRM and other technology helps improve workflow and frees up time for customer outreach. 

Rather than having multiple tools to get the job done, merging your technology will create efficiency within your workflow. When combined with a CRM like Hubspot or Pipedrive, Leadboxer works with your existing stack to help push data where it needs to go. 

When using Leadboxer, your sales and marketing teams can easily access contact information, use tools for email tracking, and manage your customer relationships from multiple platforms.
Get firsthand experience with CRM integration capabilities by checking out a free LeadBoxer trial.

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Creating Sales Urgency

Marketing campaigns play a huge role in creating higher sales conversions. These tactics are the ways your company and brand are being introduced to potential customers. While effective marketing strategies can be based on multiple factors, focusing your messages on creating sales urgency within customers can help boost sales.

Jack Born, the technical founder of Deadline Funnel, speaks about how he developed a solution that nurtures leads and increases engagement. Through the implementation of a deadline strategy, Born helps companies understand the importance of authentic offers.

In a world of constant digital interaction and never-ending streams of promotional content, success comes from making a genuine human connection with leads. Tapping into universal human experiences, such as procrastination and the fear of missing out, sales urgency works to motivate prospects into action.

Increasing Sales Conversions Through Marketing Tactics

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Digital content has become the new normal for marketing. Customers have the ability to see constant advertisements through social media and email messaging. Because of these trends, successful marketing campaigns rely on calls to action to engage customers.

Email lead generation relies on participation to score and nurture leads. Once a prospective lead is identified through web traffic or other means, focus on introducing your product and providing tangible ways to interact with your brand.

Using persuasion in your messaging is a way to create urgency among potential clients. When your content only pertains to your product but doesn’t give clear steps for engagement, customers are likely to scroll past. Providing a reason to interact with your brand will persuade leads to learn more.

Your marketing team has the ability to convince customers to try your product through their communication. It’s human nature to hit snooze on products that provide future benefit when there isn’t messaging demonstrating ways your company can make a difference now. For example, providing special bonus offers or free trials are clear ways potential clients can engage with your content.

Another way to add sales urgency to your campaigns is to utilize deadlines. When potential leads are on the fence about your product, deadlines help push candidates towards a decision. These types of campaigns play a role in creating a steady sales funnel throughout the year, rather than just during promotional periods.

If you are constantly providing ways leads can interact with your brand now, they most likely will engage rather than putting it off until a later date.

The Importance of Reaching Your Target Audience

Creating content takes time and resources, but it is important to put in the effort to customize your campaigns for different audiences. Although you are promoting your unified brand, each of your clients may be at a different place in the cycle, with unique perspectives about your product.

The goal of your marketing tactics should be to reach as many customers as possible with the tailored messages. This means segmenting your email lists and utilizing different emails for each base. Targeted campaigns increase engagement because customers feel as if the content you’ve provided is valuable and specific to their needs.

It is crucial to understand your sales pipeline, as well as the customer journey, to successfully segment leads. Digging into the data your team has will help map out which customers need to hear certain messages. This will help direct your emails to the right inboxes at the correct time.

Creativity from your marketing team will fuel prospect engagement. Focus on producing dynamic content for each segment of leads. Make sure to create appropriate content based on the different stages for customers, which should provide tangible action items for prospects to engage with.

These emails can be as simple as having different versions of the same promotional incentives. Your marketing team can work to pinpoint the different customer personas of your clients, as well as their engagement patterns. This strategy will help each campaign reach its targeted demographic.

While customization can seem like a hefty undertaking, there are ways to do it without wasting time or resources.  Use automation to swap out images and copy text to tailor to specific customer data. Include automated pop-ups or recommendations on your website to provide valuable insight when prospects engage with certain pages.

Using Automation Effectively in Marketing Efforts

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Utilizing automation helps streamline your marketing communication with prospects. This allows you to focus on promoting your brand while allowing automation to do the heavy lifting. Taking advantage of this technology allows you to send automatic welcome emails, track engagement across platforms, and segment your prospects.

Effectively automating your marketing cycle means you are using platforms to help nurture leads, score leads, and walk clients through the customer journey. For example, automation can send follow-up messages when prospects interact with your website to help nurture the relationship.

Avoiding leakage from your sales pipeline helps increase your conversion rates. Automation ensures that consistent messaging is being sent to leads, so they don’t go cold. This is a huge help for businesses that want to continue establishing strong relationships with their customers.

Automation focuses on passive marketing, which allows prospects to hear about your brand in ways other than live launches. When your company doesn’t have any product updates to share, sales funnels may seem smaller than usual. Avoiding these dry times by implementing automated campaigns will help build out your pipelines.

An evergreen funnel works to gain your business passive profit through automated engagement. This works by enticing the lead to become a buyer through content-driven messaging at the beginning of their journey.

The goal of these tactics is not limited to an immediate conversion. Evergreen funnels may be a long game strategy, as they work hard to push for brand engagement that will eventually convert to sales.

Using the Deadline Tactic in Your Messaging

Furthering this marketing tactic, the deadline, or countdown, funnel is an add-on that leans into the idea of urgency. Prospective customers receive dozens of promotional emails per day. Capitalizing on your digital real estate within a lead’s inbox will allow for the successful implementation of a special offer.

This is where your call-to-action will start. Whether it’s a free download, promotional code, or even a limited-time discount, the key is having a real deadline in place. This allows you to create a timeline of communication that introduces your offer and entices prospects into engagement over a period of a few days.

Authentic deadlines should be created through the personalization of the unique customer journey. By using tracking points, your email campaigns will tailor to each lead and automatically generate content that relates to their place in the sales funnel.

Deadlines work to help your sales team avoid the stress of a lead going cold. Once a prospect is discovered by your team, this tactic will help illustrate the importance of swift action. The quicker a potential customer interacts with your brand, the quicker your sales team will be able to begin the lead nurturing process.

The 5-Day Sequence

One successful series of implementation can be found by trying the 5-day sequence. This campaign will consist of five or more emails spread across five days to nudge potential clients into engagement.

Your first two emails will be the beginning of brand awareness. These first contact points will aim to provide value to the recipient as well as insight into your product. The third email will be a hybrid of value and promotion, as it transitions into a call-to-action. This will serve as the first introduction to the offer and the deadline.

The final two emails work to sell the offer and convince your prospect to take the leap. Sales urgency remains a vital characteristic at this stage of marketing communications. By highlighting the impending deadline, scarcity is also shown to the prospect. This tactic helps motivate the lead to act, as they won’t want to miss out on the valuable deal.

Finding Balance Between Being Pushy & Creating Sales Urgency

Why do these tactics work? Human nature leans towards procrastination. Even the best workers can admit to being guilty of occasionally putting tasks off to a later date. By using incentivization, you are helping clients move along through their customer journey.

These strategies speak to the human need for timelines and the fear of missing an important offer. By giving a deadline, you can motivate prospective customers who may be facing hesitations to engage with your product, as well as rule out ones who aren’t worth your time.

Finding a balance between sales urgency and pushiness is a key component to successfully mastering this marketing strategy. One of the most common mistakes is emphasizing the deadline too soon.

When applied too early, the urgency created can come off as inauthentic or even gimmicky. Avoiding the desperate salesman look and focusing on tactfully introducing the timeline can help boost your credibility with leads.

Born recommends emphasizing the promotion deadline in the last 48 hours of the campaign. This can be done with three final emails to help nudge the prospect into action.

Discover the many ways LeadBoxer can help you increase the effectiveness of your efforts to create urgency in sales today.

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B2B Lead Strategy and Marketing Alignment

Business-to-business (B2B) sales involve companies selling products and services to other businesses. B2B companies either sell items to another company so they can make their own products or meet a specific need.

The Purpose of a Good B2B Lead Strategy

In B2B sales, you’re likely to deal with several decision-makers within one company. In fact, salespeople engaged in B2B sales will need to work with an average of seven decision-makers. These people include CEOs, sales representatives, board members, and those in the financial and legal departments.

Selling to a group of people is different than pitching to an individual as in business-to-consumer (B2C) sales. The need to successfully make a pitch to individuals with varying perspectives differentiates B2B lead strategy from that required for B2C sales.

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Elements of an Effective B2B Lead Strategy

Relationship building is essential to both B2B and B2C lead strategies but takes on increased importance in the B2B arena. Here are some elements of a successful business-to-business lead sales and marketing strategy:

  • Know Your Prospects

Researching those you’re selling your product or service to will improve your chance of a successful transaction. Keep in mind, not every business prospect is a good fit. If you know this beforehand, you’ll avoid wasting time and energy that could be spent on quality leads.

  • Focus on Building Relationships

Typically, the B2B sales and relationship-building processes take more time in comparison to B2C. In B2B, businesses lose 45-50% of their clients over five years, which is significant and must be addressed.

To avoid losing B2B prospects, building and maintaining long-term relationships through a strong lead nurturing strategy is encouraged. B2B sales bring in more revenue than B2C sales as you’re dealing with companies, not individual consumers. When a B2B client is lost, thousands, not hundreds of dollars can disappear.

  • Build an Effective Website

Most B2B leads will do thorough research before making a purchasing decision. They will examine your website and social media profiles. Make sure these look professional, and that your website is easy to navigate and clearly states your company mission, background, and includes testimonials from satisfied clients.

  • Establish a Social Media Presence

Having a powerful social media presence is beneficial in many ways. It can offer your sales and marketing departments the following advantages:

  • Insight into your competitors and prospects
  • An avenue to establish credibility
  • A means for building trust with leads and buyers
  • Opportunities to reach out to prospects and buyers
  •  Allows social selling
  • Helps share content
  • Use Email Marketing

According to Marketing Sherpa, 64% of respondents believe email marketing delivers the best return on investment. Email marketing is effective in cultivating relationships with business prospects and in nurturing them through the sales funnel.

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The Importance of Sales and Marketing Alignment

As mentioned previously, relationships are a crucial element in B2B sales. Everything in your B2B strategy should revolve around building long-term relationships with business prospects. A strong business-to-business leads strategy will involve both the sales and marketing teams.

Your organization will appear more credible and trustworthy when the marketing and sales teams work together. Companies with a B2B strategy that features sales and marketing alignment are more successful in nurturing prospects into buyers.

Throughout the marketing and sales processes, both departments work together to provide a cohesive, smooth experience for prospects. Marketing produces valuable content at each stage of the funnel while sales provides personal and prompt lead follow-up. Both sales and marketing must do all they can to serve, nurture, and build relationships with each lead.

Market Alignment Goals

Your marketing message plays a big role in the success of your company’s B2B sales. Market alignment is defined as “the process of creating a marketing message that is appropriately aligned, or in sync, with the target audience the message is intended to persuade.” The goal of your market alignment is to deliver the right message at the right time to the right prospects.

This is achieved when you focus on the buyer’s needs rather than on emphasizing how good your company,  products, and services are. Knowing your prospects, their pain points, and how your services and products can help, builds trust and a rapport. The early relationship-building formed by market alignment messaging improves the chances of a sale.

To fully understand which prospects your marketing department should be targeting, regular collaboration with the sales team is required. When marketing and sales are properly aligned, customer-centric messaging is incorporated into each sales funnel stage. Marketing can introduce market alignment messaging into content and sales can include it in lead follow-up and nurturing initiatives.

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Sales and Marketing Misalignment Issues

When sales and marketing aren’t on the same page problems ensue. Beyond the miscommunication and contradictory messaging issues that are bound to occur, misalignment can negatively affect the buyer’s journey. This lack of cohesiveness makes it more difficult to convert B2B leads into paying customers.

  • Issue #1: Poor Marketing Qualified Leads

A common marketing and sales misalignment issue is the failure to produce marketing qualified leads (MQLs) to sales. As a result, the sales team is stuck with poor prospects that do not respond to lead nurturing efforts. In turn, these leads fail to convert into paying customers.

  • Issue #2: Lack of Lead Follow-Up and Nurturing

Whether prospects are qualified or not, marketers can get frustrated at sales for not following up and nurturing the leads they are given. Once the marketing department hands off prospects to sales,  its nurturing endeavors may end.

  • Issue #3: Poor Marketing to Sales Handoff

When the sales and marketing teams use different lead qualification requirements, the prospect handoff can cause problems. When prospective buyers are handed off from marketing to sales, mixed messaging can occur. Leads are quick to notice the inconsistency and may be hesitant to move forward along the sales funnel.

  • Issue #4: Lack of ROI Attributed to Marketing

In some cases, marketers don’t know how their lead generation impacts the company’s return on investment (ROI). This can alienate the marketing team and lower the incentive and motivation for your marketers to aggressively seek the new leads your company needs.

Strategies for Meeting Your Marketing Goals

Common B2B marketing goals include producing qualified leads for your sales team, creating valuable, targeted content, and building relationships with buyers. Successfully completing these tasks plays an essential role in bringing awareness to your brand, products, and services. These goals are more attainable when they are S.M.A.R.T goals (specific, measurable, attainable, relevant, timely).

Here are some B2B marketing goal strategies to try:

  • Establish MQLs Criteria: Work with your sales team to create uniform marketing qualified leads criteria. Only prospects that meet all of these established conditions should be referred to sales for nurturing.
  • Track Marketing ROI Contribution: Inform your marketers of how their lead generation efforts have directly contributed to the company’s ROI.
  • Involve Marketers in the Sales Process: Create opportunities for your marketers to sit in on sales calls and learn the overall selling process.
  • Utilize Marketing Automation Tools: Synchronize your company’s email and scheduling software between sales and marketing. Using the same program, a singular marketing message can be carried through in follow-ups by the sales team.
  • Create Unique Content for Each Step of the Buyer’s Journey: Marketers can create targeted content using buyer data, marketing goals, buyer personas, and lead generation strategies. The diversity of content is geared toward prospects in each stage of the sales funnel.

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  • Marketing Content

The foundation of your content marketing strategy should be centered around your buyers’ pain points and your company’s unique selling proposition. B2B leads will be more trusting of a company that demonstrates how it is focused on them and the ways it can help them to succeed. Referencing your company’s unique value proposition will make you stand out from your competitors.

Successful marketers build long-term relationships with B2B prospects, generate qualified leads, and help convert those leads into paying buyers. Throughout the buyer’s journey, there are opportunities to meet these marketing goals through content. Your content needs to build prospect trust, establish and reinforce brand authority, and resolve lead queries and concerns.

Your marketing content should provide valuable information to the right prospects, at the right time. The alignment of your marketing message should be adopted by your sales team when they interact with leads. Knowledge of the sales process will help form marketing content for each stage of the sales funnel.

Here are things to keep in mind when building relationships with B2B leads through content marketing:

  • Create a content library to guide prospects through the buyer journey
  • Share the content library with your sales department
  • Use gated content
  • Your content is for informing and educating, not selling
  • Keep the buyer at the center of your messaging
  • Use a variety of content pieces

To attract buyers, there must be sales and marketing alignment. Your market alignment messaging needs to be buyer-centered. There are many opportunities throughout the sales funnel to effectively use content marketing to reach prospects along the buyer’s journey.

Without a cohesive B2B lead strategy and sales and marketing alignment, you risk losing prospects. When your messaging is off, you may get unqualified leads.

LeadBoxer’s sales lead scoring platform enables you to correctly identify the best business-to-business buyers.

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Using Digital Marketing Channels for Lead Generation

A business must generate leads to be successful. Lead generation consists of content and media that nurture leads into paying customers. Digital marketing solutions and digital marketing channels facilitate the capture of quality leads and enable lead nurturing through digital media.

Meanwhile, continue reading or use the following links to “jump” ahead:

What is Digital Media?

The term digital media refers to the tools and programs that share information online. This content comes in many forms including audio, video, images, website content, web pages, social media, and email.

Digital media is most effective when it includes personalized content. So when your online messaging speaks to individual consumers, it builds credibility for your brand, service, or product. And when you put effort into content personalization, the reader will trust your brand and offerings and make a purchase.

Personalized content is also good for improving the visibility of your business website. Search engine optimization (SEO) is a digital marketing tool that utilizes unique, high-quality content to rank on search engine result pages (SERPs). According to WebFX, 75% of people do not go past the first page on SERPs.

As mentioned above, your digital media, or personalized content, can take many forms and appear in many places. Most content involves SEO website content and blog posts, social media posts, and videos. Your digital media is most impactful as a part of a digital marketing strategy.

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What is Digital Marketing?

Digital marketing is “the use of the Internet, mobile devices, social media, search engines, and other channels to reach consumers.” There are numerous digital marketing channels and techniques available to get your digital media noticed by your target audiences. The most common include:

  • Search engine optimization (SEO)
  • Pay-per-click (PPC) advertising
  • Content marketing
  • Email marketing
  • Social media marketing

A strong digital marketing strategy incorporates the above digital marketing channels and techniques. Your digital strategy should not replace your sales lead generation and nurturing strategy. Your digital marketing and sales strategies work best when used together.

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The Digital Marketing Sales Process

Now that you understand what the terms “digital media” and a “digital marketing strategy” mean, we will discuss the combination of digital marketing and sales in the digital marketing sales process. This process incorporates sales funnels, lead generation, and lead nurturing. And it is using digital marketing channels to reach prospective buyers online, boosting your brand’s digital presence.

The five-step digital marketing sales process can be seen as the journey your customer takes from lead to paying customer. Researching your qualified leads and developing a content personalization plan for each stage of the buyer’s journey lays the groundwork for your digital marketing sales process. Here is a list detailing the five stages of the digital marketing sales process:

1. Marketing/Prospecting Your Target Audience

The first step in the digital marketing sales process involves coming up with your brand’s unique selling proposition (USP). This sets your company apart from your competitors and shows leads why they should do business with you. Your USP should answer how your business is unique and how your product or service fills a void within your industry.

Your USP and personalized content are ineffective if online visitors aren’t consuming it. This is why you need SEO, PPC, and social media marketing to drive traffic to your website. Once you attract website visitors, you will be able to track and analyze who finds your content useful and converts. Website visitor tracking enables you to further narrow your audience, fine-tune your target customer-base, and assess which types of content resonate most with your target audiences.

2. Building Credibility and Trust

The ease and quickness of digital transactions have made the internet a prime target for cybercrime and scams. Your potential customers will be extremely wary when choosing which businesses get their money. As the online storefront of your business, your website must give a good first impression.

Excessive sales solicitations are also prevalent online. Leads require nurturing to accomplish the goal of having them develop a relationship with your particular brand, product, or service. This connection is crucial to cultivating new customers. Companies that are seen as trustworthy both online and offline will be more successful in bringing their leads through their sales funnel and make a successful account growth.

Here are some things to consider when assessing whether or not your website appears credible:

  • Does it look legitimate and professional?
  • Does it have working links and high-quality images?
  • Is the site easy to navigate?
  • Does your content contain proper grammar, spelling, and punctuation?
  • Does it include clear privacy and security policies?
  • Is the product and support information easily accessible?

3. Escorting the Buyer

Due to busy schedules and the abundance of digital media that is readily available, most first-time visitors to any website are not yet ready to buy. When people land on your website, you will need to guide them to the point where they realize they have a need for what you offer. For this guidance to be successful, the organization, navigation, and checkout process on your website should be fast, secure, and simple.

Having detailed product pages, resources, FAQs, and testimonial pages, visible contact information, chatbots, and internal linking are some ways to make your website user friendly. Your website also needs to be optimized to fit the small screens on smartphones and other handheld devices and should load quickly. Your site should escort the buyer on their journey from a casual website visitor, to the checkout process and through post-purchase follow-up.

4. Presenting the Product or Service

After you guide website visitors to your website, you need to present your products or services in a way that shows buyers your solutions are the best available options for meeting their needs. Every product or service should include relevant, specific descriptions that answer any questions a prospective buyer may have. High-resolution images and videos featuring the products or services in action should also be included.

5. Closing the Sale

The ultimate goal of every business website is to make a sale or a desired conversion. For e-commerce sites, the goal is to get people to make a purchase. For brick-and-mortar stores with an online presence, a website can be used to get leads to sign up for a mailing list or schedule a call with a sales representative.

The use of digital marketing channels makes it easy to analyze the results of your digital marketing sales process. You’ll be able to see the impact of your digital marketing efforts on your sales strategy. And make necessary adjustments and improvements. Both digital marketing and sales are processes that include post-purchase follow-up.

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Why is Digital Marketing Crucial for Sales?

Businesses can’t thrive without digital marketing. Even with a solid sales team and sales process, a company without an online presence won’t succeed. This is because consumers prefer the speed, ease, and accessibility the internet offers.

Here are four reasons the utilization of digital marketing channels is crucial for sales:

1. Mobile Device Optimization

Today’s smartphones are small, portable computers. This allows consumers to make purchases anywhere, anytime.

According to Forbes Insights, 7 out of 10 senior executives use mobile devices to look up product or service information after they first hear of it. Most of them also use smartphones to conduct research and make buying decisions. The vast majority of consumers have a smartphone and use it for researching, shopping, and entertainment.

2. Easier Follow Up

In sales, follow up is crucial. Most consumers require 7 to 13 contacts with a sales professional before they are ready to buy. Digital marketing makes follow up quicker and cheaper through scheduled emails, retargeting ads, and personalized ads included in social media interactions.

3. Provides Buyers With Personalized Content

As opposed to a “one size fits all” message, digital marketing allows you to prepare more relevant and personalized content for each stage of the buyer’s journey. Digital media comes in many forms including blog posts, whitepapers, ebooks, coupons, and case studies. When you use digital marketing solutions, you can offer prospects a tailored sequence of content that takes them from lead to customer.

4. Measured and Optimized Results

With digital marketing, results are measurable. Whether it’s a social media ad or an SEO campaign, you can gather important data about leads and measure results to identify what’s working and what isn’t.

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In sales and digital marketing, your time and money are better spent on those who see your products and services as the solutions to their needs. This is where lead qualification and social selling comes in handy. A sales lead scoring platform like LeadBoxer’s customer relationship management (CRM) program identifies leads most interested in your product or service.

LeadBoxer’s lead generation and lead qualification platform gives you insight into which prospects are most likely to find your digital media useful. Understanding who your target audiences are and which digital marketing channels are most likely to reach them increases the likelihood of successful sales conversions.

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Inbound vs Outbound Marketing

You wake up, check your phone, and immediately delete three spam emails without even opening them. Make your coffee, hop in the car, and encounter a handful of billboards on the way to work.

Drive home, tuning out the loud, angry men arguing on a talk show, and the ads that too frequently interrupt them. Get home, realize your sister’s birthday is next week, look up great gifts for cat-lovers, and send her one. Make dinner, using a recipe that was emailed to you by a food blog you follow and go to sleep.

We all encounter an endless barrage of marketing every day. Some of that marketing is effective and made with the help of sales AI, and some of it’s, well, annoying. This division between effective and ineffective marketing strategies can be acutely seen when comparing inbound vs outbound marketing.

This guide will cover the differences between the two, and offer tips on how you can use them to convert leads into sales for your business.

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What is Outbound Marketing?

Outbound marketing is how your grandfather was marketing. It’s often referred to as the “classic” form of marketing.

To outbound market, companies initiate the conversation with consumers by sending messages out to them. These messages come in the form of television commercials, telemarketers, billboards, radio ads, and email spam, in other words—things that make your day a little worse when you see and hear them. If it was bird hunting, the company would be covering their eyes with a blindfold and wildly shooting into the air in the hopes that eventually, with time and enough bullets, they would hit something.

Effectiveness of Outbound Marketing

If that last description didn’t get the point across, let me emphasize here, outbound marketing is not a very efficient way for businesses to market. It’s hard to track the return on investment (ROI);  it has trouble producing lead conversions, and it is becoming less effective with every day that passes. This can be attributed to the increased availability of customer data platform software designed to combat it, like email spam-blockers which continue to become more sophisticated, and the fact that with increased frequency, people are watching and listening to media on commercial-free streaming services.

Outbound marketing costs more than other forms of marketing, too, with a study by Doyen Digital finding that it’s 61% more expensive than inbound marketing strategies, and requires more labor. Yet, most organizations still spend an astonishing 90% of their marketing budgets on outbound marketing.

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What is Inbound Marketing?

While outbound marketing requires you to start the conversation with consumers, inbound marketing is how you get consumers to start the conversation with you. Outbound marketing is screaming through a bullhorn a message consumers have no interest in hearing; in contrast, inbound marketing is attracting consumers to your site who are already interested in your product or service. Inbound marketing does this through content marketing. Some examples of content marketing include blogging, SEO, social media, and opt-in email marketing, where Mailchimp integration can help.

Effectiveness of Inbound Marketing

Inbound marketing has become more popular recently because it’s effective. It involves attracting and nurturing promising leads, using content to provide valuable information to customers, and in the process build trust with your clients.

A survey by CRM Daily found that half of the companies who started using inbound marketing saw a 25% increase in ROI. Inbound marketing had 30 times the lead conversion rate of outbound marketing. When asked which marketing tactic actually resulted in the most high-quality leads, 59% of marketers said inbound, 16% said outbound, and 26% said self-sourced leads.

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Inbound vs Outbound Marketing

Outbound marketing is much less effective than inbound marketing. It costs more, requires more work, but doesn’t actually drive more business for companies. Because of this, organizations who find that their marketing is ineffective should consider reallocating their budget and time from outbound marketing techniques to inbound marketing techniques.

inbound vs outbound marketing strategies

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Email Marketing as Inbound Marketing

79% of marketing leads will never convert into sales, which can largely be attributed to companies failing to nurture their leads. An excellent content marketing strategy for paying continual attention to your leads is email marketing. Email marketing is all about providing information to subscribers, increasing customer loyalty and retention, and trying to keep up a constant stream of traffic to your website.

Outbound email marketing involves blindly spamming people with emails that will likely end up in their junk folder, and even if they do see it, they will most likely delete it immediately due to their lack of interest. Inbound email marketing involves emailing interested parties through an opt-in option on your website, or through past interactions, they have had with your company’s online presence. It’s more targeted, more personalized, and much more effective.

Email Marketing Tracking

Tracking emails allows sales reps to identify and continue to stay in contact with their most interested leads. LeadBoxer’s Lead Scoring Feature makes it one of the best email tracking apps on the market.

Lead scoring allows you to identify how likely a lead is to convert into a consumer by analyzing their activity on your company’s website, social media, and emails. Their lead score quantifies their interest, enabling you to target them for segmented campaigns.

lead scoring example from leadboxer

Customer Segmentation

Marketers who use segmented campaigns see their email revenue increase by 760%. It’s no wonder: By using email segmentation, you increase the likelihood of audiences opening your email by nearly 15%.

You can easily use LeadBoxer’s Filter Feature to create successful segmented email campaigns. This feature allows you to focus on targeted customers, filtering profile data such as business information like company name, industry, size, and behavior like page views, URLs, exit links or visits, and marketing data like UTM tags or referrer.

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Email Contact List

The key to successful email marketing campaigns is personalization and finding leads to target. To do both of these things, you need to keep an organized contact list that is always current.

LeadBoxer’s Contact Management Feature helps you manage, identify, and nurture leads while tracking leads’ activities on your emails, website, and social media. It’s the ultimate tool for email lead generation. It helps you find contacts, adding their information to your database when they visit your website, limiting the amount of time you need to spend finding and reaching out to leads.

best contact management feature from leadboxer

Inbound vs Outbound Marketing: Popular/Effective Types of Content Marketing

  • SEO

The first place people go nowadays when they have a question or are considering buying a product is their computer. More specifically, they turn to their search engine and can provide some buying signals.

SEO starts your relationship with consumers when they enter a search into their search engine. Using PPC campaigns, Google AdWords, and SEO keyword research, you can get your website, blog, and other online content to rank high in search engines so that it will draw consumers to your business.

It’s important to rank high because the very top listing on Google’s search engine results pages (SERP) gets 33% of the search traffic, while the second gets 17% of search traffic. In other words, if you don’t snap up the lead search ranking for your product or service, a competitor will.

  • Blogs

Blogs are one of the most effective ways to increase and improve your SEO, driving more organic search engine traffic to your site. Websites with blogs have 434% more indexed pages and 97% more inbound links than websites that don’t. If you are looking to drive traffic to your business through search engines, you need a blog.

They are an affordable marketing strategy, easy to produce content for. And also build consumer trust through teaching them about their queries with informative, interesting articles.

  • Landing Pages

Landing pages are the face of your business online. 80% of search traffic goes to the top 10% of landing pages, so you have to make sure that yours is focused to keep people reading and increase conversion levels.

A great way to optimize your landing page is by including a video. Landing pages with videos have up to an 80% increase in conversion rates.

This could be due in part to the fact that featuring videos increases the time spent on sites by 105%. Landing page videos not only increase conversion rates within your site, they also improve traffic to your site, increasing organic traffic by 157%.

  • Social Media Marketing

Social media—not just for stupid videos and kids anymore. It’s a powerful business tool. The best way to increase your business’s visibility is by creating social media accounts.

Social media builds your brand, increases customer loyalty, and allows you to directly interact with customers. 71% of customers who had positive social media experiences with a company were likely to recommend that business.

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Upgrade Your Marketing Strategy With Content Marketing

These content marketing strategies are best used together. Promote your blog posts on your social media, link to your landing page in your blog posts, increase your social selling index, and optimize your landing page with SEO. And don’t forget to think about the future of sales.

Through personalization and creating informative and interesting content, you can completely upgrade your business marketing.

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Demand Generation Marketing Strategies: Tips and Tricks

Business-to-business (B2B) demand generation is important for any business. It is especially crucial for start-ups, companies launching new apps, and those offering business services. Awareness of your business’ products and services involves demand generation marketing strategies.

You can skip some parts of the post and jump ahead:

What is Demand Generation Marketing?

Awareness is at the heart of demand generation marketing. To sell your services, your customers need to know they are available and are the best solution for their business challenges.

Demand marketing reaches out to customers who are unaware of your brand, products, or services. This type of marketing positions your offering as the best option to meet their needs.

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How to Develop and Implement a Demand Generation Marketing Strategies

There is an effective way of bringing positive attention to your company and its offerings through the development and implementation of demand generation marketing strategies. Below are the steps you can take to make sure your customers’ needs are paired with the solutions your business offers:

1. Create a Robust Content Marketing Strategy

When people visit your website and blog, they need to know what your company does and what it offers them. Your content needs to be clear, concise, informative, timely, and relatable.

A content calendar is a great way to regularly get information out about your brand. When people and search engines see you consistently produce original, quality content, your company will become visible. It will also be seen as credible.

Quality content is for both readers and search engines. Search robots will notice the keywords and relevancy of your content. When you provide important, useful keyword-rich information, your content will appear higher in search results. This will increase your brand’s visibility and expose more web users to your brand and its offerings.

2. Offer Free Content

You will be hard-pressed to find anyone who will refuse free stuff. When you’re looking for new customers to introduce to your brand, products, and services, you need to appear trustworthy.  When you offer free content, you’ll establish your brand as an authoritative source in your market.

As people read about the helpful information you offer, they will become interested in your company and offerings. Some of the items you can offer for free include:

  • Blog Posts
  • White Papers
  • EBooks
  • Infographics
  • Free Tools
  • YouTube Videos
  • Social Media Posts

3. Engage Online, Particularly on Social Media

After you have content on your website and free offerings, make sure you share it on your organization’s social media pages. 53% of consumers are more likely to make purchases from brands that are transparent on social media.  Your content must be authentic to your brand and share relevant, engaging content.

4. Partner With Influencers

Collaborating with reputable, well-known individuals in your market is another way to improve your brand’s online visibility and credibility. When your brand associates with a well-known influencer in your industry, your brand will get attention.

These associations through influencer research and outreach take many forms. Some of the common ways partnerships develop include podcast interviews, link building, advertising on industry-related websites, and guest posting.

5. Continually Measure and Tweak Your Demand Generation Marketing Strategies

Your work isn’t done when your demand marketing campaign comes to an end. Compare the results to your original goals and key performance indicators (KPIs). Did your B2B demand generation marketing campaign meet, surpass or fall short of those benchmarks? Continue to analyze it after its completion through the use of tools like Google Analytics and Facebook Insights.

demand generation marketing strategies from leadboxer

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Why Demand Generation Marketing Strategies are Essential

Brand awareness is the most important goal for 89% of B2B marketers. What is the importance of a demand generation strategy and why is it a “must-do” for your organization? Here are some benefits to this type of marketing strategy:

  • Help Make Small Businesses and Startups “Known”

B2B demand generation marketing strategies are crucial for any business. It is more important for start-ups and new brands who have yet to form a substantial customer base.

Demand marketing fast-tracks these new businesses in establishing credibility and trust with their customers. Once this happens, business and client relationships can form.

  • Increases the Conversion Rate = More Sales

59% of consumers are more likely to purchase a new product or service from a brand they trust. Bringing awareness to your brand through demand generation marketing is the first step in building this trust.

  • Builds Trust and Credibility

B2B demand generation marketing is most effective when customers have a strong relationship or connection with the company they do business with. Demand marketing exposes your brand and its products and services to business leaders through well-written, engaging, informative, and optimized content. Your online communication needs to instill a sense of expertise in your niche while also relating to the reader.

6 Tips and Tricks for Demand Generation Marketing

Below are some tips for B2B demand generation marketing your marketing team can use to spark interest in your products or services. And don’t forget about sales enablement for your team too.

1. Consider Your Marketing Funnel

According to Salesforce, 79% of a company’s leads never convert to a sale because 65% of companies don’t have a funnel or lead qualifying system in place, and of those who do have a funnel, the majority don’t have a way to measure its effectiveness.

When your company has a marketing funnel that is measured, you’re able to meet customers where they are in the sales and marketing process. You’ll be equipped to give customers the appropriate content and messaging that moves them closer to a sale.

The typical B2B funnel consists of six stages: awareness, interest, consideration, intent, evaluation, and purchase. Demand generation marketing addresses potential customers at the top of the funnel in the awareness stage.

For demand generation, you’re interacting with a large, broad audience that is not familiar with your brand, service, or product. You want to avoid any sales content. Instead, offer them blog posts, downloads, free ebooks, infographics, and engaging social media content. Here some of the best customer data platform software can help.

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2. Don’t Forget Form, Email, and Webpage Tracking

Remember to insert tracking on registration forms, emails, and webpages. The insertion of tracking on your business’ online properties provides valuable information about those curious about your brand. Some popular tracking programs to try include:

3. Score Your Leads

While demand generation marketing targets and engages with customers at the top stage of the funnel, it doesn’t mean you should neglect to implement a lead scoring system or have a strong lead strategy.

As with every business funnel, the number of customers who make it all the way through to create a sale is a small percentage of leads that entered the funnel at the awareness stage.

As leads progress through the funnel, the costs, and resources needed to keep them moving forward to make a sale increase. This is because they are qualified and are the most interested in doing business with you. A lead scoring system evaluates how likely a lead is to make a purchase.

4. Invest in Display Advertising

Most marketers today invest in online advertising. With the high competition for prime advertising real estate on websites, it can be difficult for new, small businesses with limited advertising budgets to compete. Especially when the future of sales post pandemic isn’t so clear.

Google has a suite of marketing platforms geared toward different budgets and marketing goals. Google Display Network consists of partnerships with millions of websites on which business owners can advertise.

The purpose of this type of advertising is not getting people to purchase your product or service but to create brand awareness. According to Clutch and WebFx, 55% of companies use display advertising and receive an average click-through-rate of 35%.

5. Offer Your Best

Rather than bombard customers with information, put your brand’s best foot forward by sharing your finest piece of content. Content should be informational, not promotional.

When you offer your best content, your brand will become recognized as the go-to information source. This is key in the long run as it forges positive relationships between your company and its customers.

Consumers who feel they can trust an organization will most likely become loyal to it. This benefits your business as loyal customers are easier and less expensive to retain than new ones.

6. Build Online Relationships and Credibility

Customer experience plays a bigger role in a company’s bottom line than ever before. Nearly three-quarters of consumers say good customer service plays a role in their loyalty to a brand. Conversely, negative customer service experiences cost businesses billions of dollars each year. Check out more about cost per lead on our blog.

Some customer relationship-building ideas include:

  • Show-off your expertise through your social selling, blog and website content
  • Be responsive, authentic, and transparent in your social media comments and direct messaging (DM)
  • Invest in producing YouTube videos where consumers can see the people behind your brand which will give it a personal touch
  • Participate in industry podcasts and online industry conferences
  • Get connected with influencers to review and talk about your products or services
  • Encourage customer reviews

LeadBoxer can help your start-up or small business with its demand generation marketing through lead qualification. With LeadBoxer’s tools and services, you can better connect with leads that are most interested in and in need of your services.

using email tracking pixel to identify sales leads

How to Use an Email Tracking Pixel to Identify Sales Leads

Although email marketing remains a popular marketing tool for many industries and brands, few realize that email tracking is a crucial tool for optimizing your business’s marketing strategy. New email tracking software and tools are constantly improving. But one thing that remains critical to the success of any email marketing tool is the email tracking pixel.

According to data from OMC, 19% of all “conversational” emails contain an email tracking pixel to aid in marketing campaigns and other lead conversion strategies. With millions of spam emails on the web, tracking pixels are often noted as a primary reason many email users block certain features. When used correctly, tracking pixels enhance customer experience through personalized, targeted content.

Keep reading, or use these links to “jump” ahead:

email tracking pixel to identify sales leads

What are Tracking Pixels?

While there are many ways to create and name a tracking pixel, the most common form of it is a 1 pixel-by-1 pixel transparent image. It’s placed somewhere in the body, title, header, or footer of an email.

Marketers often use email tracking pixels in targeted email campaigns sent to a small group of subscribers. In order to prevent spam being sent to the entire email list. They are useful for gathering information about individual customers or subscribers such as browsing habits. So that individuals can be grouped for future campaigns.

Using a tracking pixel within an email campaign allows the sender to know:

  • Whether the recipient received the email
  • Whether the email landed in a folder other than the inbox
  • If the email was read or clicked on
  • What time and where the email was opened
  • If any links or advertisements within the email were clicked and followed

Limitations

At its base, an email tracking pixel is an image. The image is either a PNG file or a GIF file and must be downloaded in order for it to send information to the sender. The receiving server then downloads the image for correct functionality. And can block it in some cases.

Information received from an email tracking pixel can be hindered in a few ways:

  • If the recipient is automatically blocking images from loading.
  • When the recipient is displaying all content as text in received emails. This will block the tracking pixel.
  • If the recipient has software to block email tracking downloaded.

An email tracking pixel is unable to relay information back to the sender when any of these options are enabled by the recipient. Pixels provide valuable insights and are an advantageous tool for any email marketer. Even though there can be limitations to a tracking pixel because of a user’s setting choice.

When you use a tracking pixel, an email that is opened counts either when the images in the email are loaded. Or the user clicks on a link in the email even if the images are not loaded. Once the user opened an email, its data gathered and transmitted back to your email tracking platform. Where it is used for customer relationship, experience management, and in demand generation marketing strategies.

While they function similarly to internet browser cookies, cookies can be blocked by the user. Email pixels cannot be overtly blocked unless the user uses additional software. However, if tracking pixels are overused, they can significantly slow down your website.

Websites that are overloaded with tracking pixel tags lose traffic and render the pixels ineffective. Avoiding pixel tag malfunctions and website tag bloat is crucial to keeping customers coming back to your website. Overusing tracking pixels can slow down your website. This can cause inefficiency and an oversaturation of usable data that simply becomes confusing.

Benefits

LeadBoxer specializes in email tracking. And relies on tracking pixels to achieve one thing: to create in-depth and accurate insights. They allow your brand to leverage compelling data for a competitive edge.

Email tracking pixels are the technical component that enables software access to various marketing information. The benefits of tracking pixels are also representative of the improvements to technology that have allowed for increased consumer insights.

Using an email tracking pixel has many benefits. On the surface, they offer your marketing campaign a variety of insights into one or more potential or current customers. This can help you personalize your email content for a targeted audience. At a deeper level, email tracking pixels are proven to increase click-through-rate. And also the likelihood of lead conversion.

You can also use tracking pixels for a variety of email marketing campaigns and account growth. While they can be tools to gather marketing information about groups of consumers, they are also useful as tools to reassert the importance and relevance of your products.

retargeting vs remarketing difference

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Retargeting Vs. Remarketing: Does it matter?

Retargeting or Remarketing campaigns are essential to reminding customers that your product exists and is worthy of consideration. Remarketing is slightly different from retargeting. This type of campaign focuses on reintroducing a current product offering. Often with the release of new improvements and updates in order to show that your company continues to innovate.

Remarketing campaigns work best with cross-selling and up-selling content offerings. And email tracking pixels offer a powerful tool for tracking these campaigns. When multiple products are featured as content within an email, it is useful to know which customers click which products. So that those customers can be included in further targeted campaigns.

This method of tracking customer product interest so that they might be included in a more targeted campaign is called retargeting. Retargeting campaigns are often most effective as the next step of a remarketing campaign. So that content is tailored to a specific, small audience likely to lead to a conversion.

Other Kinds of Campaigns

Tracking Pixels are not only useful for retargeting and remarketing campaigns. But also for any kind of email that you want your audience to see. Whatever product your brand is selling, whether it be software, marketing services, or high-end fashion, email marketing campaigns are still a great way to remind your customers that your brand is worth exploring.

Although the tracking pixel works essentially the same way, regardless of what kind of email you are sending, your brand can decide which insights you want to focus on based on the type of email campaign. For example, if your company wants to focus on getting the brand out with a welcome campaign or a standard promotional campaign, then you might focus on simply who clicks on a link to visit your page. And some basic background about the customer.

Once it’s determined which customers have shown initial interest in your brand or product, you might decide to run a new kind of campaign. It will be focused on finding out what products customers are most interested in. Or what parts of your website are most visited. Email tracking pixels attached to campaigns such as a seasonal, connect-via-social, or a cart abandonment campaign could all give you further insights into the interest level and buying habits of your customers.

After customers made a purchase or visited your website a few times, you can follow up with a newsletter, post-purchase drip, or re-engagement campaign. These campaigns, if instilled with a tracking pixel, can all continue to give insights. This can help you retain long-term customers through promotions, giveaways, and other benefits.

Tracking Pixels Improve Customer Experience

Tracking pixels are extremely helpful for customer experience management (CEM). CEM is the overall customer journey map for either a single customer or a group of customers. The information gained from tracking pixels not only gives you insight into specific details that you can use to market with greater success. These details can also help you organize and classify customers based on desired information.

The process of leveraging these tracking pixels to reveal buyer information begins with an audit. The technical process of running an audit on the performance of email tracking pixels starts with implementing a tag inspector scan. This scan runs diagnostics on issues related to your pixel tracking tags. These issues affect load performance, security, and privacy factors such as third-party website tags.

Managing tracking pixels accurately and efficiently ensures that your website avoids website tag bloat or tracking pixel overuse. Tracking pixels improve customer experience. Because brands are able to better predict the kinds of content or products that an individual or group of customers are interested in. Leading to increasingly targeted conversions.

Looking for More Help?

Using email tracking pixels to identify website visitors, control your data, and create compelling content in one place propels your brand toward creating a unique relationship with customers who are seeking distance from brand fatigue. Contact LeadBoxer to learn more about how its streamlined, user-friendly platform can help your brand generate quality leads.

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Lead Capture Pages 101: Importance, Strategies, and Software

If you spend more of your time scouring the internet for leads than actually closing deals, consider adding lead capture pages to your marketing strategy. With lead capture pages, you can automatically populate your CRM with fresh, highly qualified prospects, letting you spend more time connecting with people and less time combing through lead databases.

Best of all, lead capture pages can be implemented quickly. With the right software and strategies, you can get a lead capture page up, running, and working for your business in no time. Before you know it, you’ll find new leads for your business without lifting a finger.

What is a Lead Capture Page?

A lead capture page is an essential component of an inbound marketing strategy. Visitors usually land on the page after searching for business solutions or learning about your company through social media, blog posts, or search engines.

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A lead capture page attracts potential customers by offering a free resource, such as a white paper, report, or trial of a product. In exchange, the prospect fills out a short form with their contact information. This supplies your sales team with a continual source of leads.

The info collected from a lead capture page is then uploaded to your CRM, becoming the foundation of any contact record in your sales pipeline. Once you’ve identified a lead, lead intelligence software can uncover additional details about a prospect, analyze how engaged they are, and offer insights into how to best communicate with that person.

How Lead Capture Pages Help Sales Teams

Between calling clients and closing deals, your salespeople are busy enough. Lead capture pages give them the freedom to focus on these high-touch tasks and understand their prospects better.

Find qualified leads on autopilot

An efficient lead capture page reduces the time your salespeople would otherwise spend trawling LinkedIn or contact databases for leads. It also automatically begins the qualification process, as leads who express interest in your offerings are likely to be more receptive than cold leads to communications from your sales team.

Gain insight into prospects

Manual lead generation can’t compare to the level of contact enrichment that lead capture pages help provide. Many programs that build and run lead capture pages can take the data submitted and use it as a launchpad to uncover tons of other details about leads. This gives your sales reps a greater understanding of who they’re selling to.

Score and prioritize leads

If members of your sales team often wonder which leads they should prioritize over others, a lead capture page can help. When used in tandem with lead scoring software, you can analyze the online behavior of leads captured from a web form and more accurately predict which ones are likely to buy. That way, sales reps know exactly who to focus their energy on and who they can pass on.

15 Lead Capture Page Software Options

Many tools and sales artificial intelligence tools too with lead capture page functions come packed with additional features that help you get more from your leads. These software options usually fall under one of three categories:

  • Lead capture page software with lead intelligence and nurturing
  • CRMs with lead capture page builders
  • Landing page builders

Lead Capture Page Software with Lead Intelligence and Nurturing

1. LeadBoxer

lead capture pages software

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Out of the box, LeadBoxer can start identifying leads from forms, as well as IP addresses, email, and other touchpoints.

Pros:

  • Tracks leads’ online activity, including what web pages they visit on your website, how long they spend there, and what emails they click through
  • Creates a lead score to help your sales team prioritize prospects
  • Can identify website visitors who don’t complete a form

Cons:

  • Doesn’t include a CRM

Cost: LeadBoxer starts at $195 per month.

2. Leady

marketing strategies from leady

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Leady identifies and scores new leads based on their level of engagement. It includes features that help flesh out contact records, giving sales reps greater insight into who they’re selling to.

Pros:

  • Creates detailed profiles about people visiting your site so you can better segment leads for your sales team
  • Reveals where leads came from so you can zero in on the marketing strategies that work best
  • Tracks a lead’s activity with your website and email marketing, as well as all communications with your sales team

Cons:

  • Only downloads data once per day, so you can’t start nurturing new leads immediately
  • Basic plan only identifies 300 unique site visitors per month

Cost: Leady starts at $39 per month.

3. Autopilot

marketing automation software autopilot

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Autopilot is marketing automation software that can help you build lead capture pages, then nurture new leads on, well, autopilot.

Pros:

  • The interface allows you to visualize exactly how the customer journey will unfold
  • Can automate repetitive tasks like educating new subscribers, assigning leads to members of your sales team, and following up on new leads
  • Easy to build multiple drip campaigns tailored to lead segments

Cons:

  • Doesn’t come equipped with a CRM, so you’ll need to integrate it with a separate program
  • Integrates with a limited number of tools

Cost: Autopilot starts at $49 per month.

4. Act-On

web form builder act-on

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Act-On integrates with your CRM to help you attract, convert, nurture, and score leads with ease. Its web form builder tracks conversion rates and the source of form visits so you know which of your marketing efforts are working best.

Pros:

  • Automatically starts sending drip campaigns to leads
  • Comes with features that help score leads based on their website activity, so sales reps know their level of engagement
  • Easier to use than direct competitors like Marketo

Cons:

  • Incredibly feature-rich and on the pricier side, so it’s not feasible for many small and medium-sized businesses

Cost: Act-On starts at $900 per month.

5. Karta

marketing and sales solution from karta

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Karta was designed as the most complete marketing and sales solution on the market. It touches almost every aspect of the customer journey, from letting you build lead capture pages to scoring and prioritizing leads for your sales team.

Pros:

  • Includes lead tagging and scoring features
  • Doesn’t require integrations to manage all aspects of your business
  • Can create segmented campaigns that respond to specific behaviors, so you can start nurturing new leads automatically

Cons:

  • With so many features, Karta can sometimes feel clunky or unwieldy
  • Karta is newer to the market, so some kinks are still being ironed out

Cost: Karta starts at $99 per month.

CRMs with Lead Capture Page Builders

6. HubSpot

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HubSpot offers an all-in-one CRM and marketing platform that can build lead capture pages, organize leads, and prioritize them based on engagement.

Pros:

  • Comes with tools to build lead capture pages or embeddable forms with 1,000 form fields and a dozen different form types
  • Automatically uploads leads into the CRM and begins nurturing them with email campaigns
  • Gauges lead engagement, then prioritizes them in the CRM so salespeople know who to focus on

Cons:

  • While HubSpot CRM is free, you’ll likely need to invest in the sales and marketing bundle to get all the lead capture features you want

Cost: HubSpot Marketing Hub and Sales Hub start at $50 per month, while a bundle starts at $112.50 per month.

7. Pipedrive

marketing automations from pipedrive

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Pipedrive is a popular CRM known for working well right out of the box. With its web form builder, you can start capturing leads within minutes.

Pros:

  • New contacts in your CRM are automatically created from form submissions
  • Tracks all calls, emails, and contact activity for each lead
  • Pipedrive is so easy to use, you can train new users on it in just one day

Cons:

  • Doesn’t come equipped with predictive lead scoring, so you’ll need to integrate an additional tool if you want this feature
  • Limited marketing automation features compared to a CRM like HubSpot

Cost: Pipedrive starts at $12.50 per user per month.

8. Zoho CRM

lead generation from zoho

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Zoho CRM, one of the top-rated CRMs available, comes packed with features like web forms for lead generation. The tool can meet your customers at every stage of their lifecycle, from marketing to customer support.

Pros:

  • Drag and drop web form builder makes it easy to launch lead capture pages in minutes
  • Multiple levels of billing is great for businesses that plan to scale up
  • The interface is so user-friendly, many customers claim not to need training before getting started

Cons:

  • Customers report that importing and exporting leads sometimes leads to corrupted files
  • Emails generated by Zoho CRM can sometimes get sent to leads’ spam or blocked entirely

Cost: Zoho CRM starts at $12 per user per month.

9. Agile CRM

lead capture form tool agile

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Like Zoho CRM, Agile CRM lets you manage marketing, sales, and customer service all in one platform, but with a slightly cheaper price tag.

Pros:

  • Lead capture forms automatically sync data with the CRM, which can then segment leads based on behavior and characteristics
  • Can help you find unknown email addresses for leads using only a lead’s name and their company’s website address
  • Allows you to purchase additional features without upgrading to the next subscription level

Cons:

  • Users find some of the marketing automation features buggy
  • Customer support can be inconsistent

Cost: Agile CRM starts at $8.99 per user per month.

10. Keap

marketing and sales processes from keap

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Keap is the solution for teams who want all of the marketing and sales processes within the same platform. From the moment you capture leads to the time they make a payment, Keap does it all.

Pros:

  • Automatically segments leads based on form answers, then nurtures them with emails and content based on certain behaviors and triggers
  • A great e-commerce business solution
  • Full range of marketing automation capabilities is notably strong

Cons:

  • Doesn’t work well at blocking spam form submissions
  • New users need significant training before they can expect to use the program efficiently

Cost: Keap starts at $79 per month.

Landing Page Builders

11. Instapage

landing page builder from instapage

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Instapage started as a dynamic landing page builder but has since transformed into an advertising conversion cloud. With Instapage, you have all the tools you need to optimize your advertising funnel and turn more leads into customers.

Pros:

  • Create an entire advertising funnel to attract visitors to your web forms, then convert them into leads
  • Automates the process of creating multiple landing pages that match the messaging of your social media or search engine ads
  • Drag and drop landing page builder creates stunning lead capture pages with no coding required

Cons:

  • Doesn’t integrate with email marketing platforms like ConvertKit, so you’ll need to find a workaround if you want to start automatically nurturing new leads from form submissions

Cost: Instapage starts at $149 per month.

12. Unbounce

lead capturing opportunities from unbounce

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Unbounce offers many of the same features as Instapage but at almost half the price. Small businesses that want to build unique lead capture pages to match all their ads will love Unbounce’s functionality and affordability.

Pros:

  • Drag and drop builder lets you collaborate with team members and make edits in real-time
  • Lets you create pop-ups and sticky bars for even more lead capturing opportunities
  • Uses A/B testing to automatically optimize pages for the best conversions

Cons:

  • The builder isn’t as intuitive as some of its competitors, so new users should expect a slight learning curve
  • Certain landing page features require additional coding

Cost: Unbounce starts at $79 per month.

13. Leadpages

lead generation tool leadpage

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Leadpages is a landing page builder and lead generation tool geared toward small business. It’s extremely easy to use and has almost no learning curve.

Pros:

  • Comes packed with templates so you can start capturing leads even faster
  • Has a feature that tells you exactly what you need to tweak on your landing page in order to increase your conversions
  • If you only want to build a few basic lead capture pages, Leadpages is the most affordable option

Cons:

  • Doesn’t integrate smoothly with software like Stripe, so if you want to add fields like coupon codes to your pages, you’ll have to find a workaround
  • The price of the fully functional version can be prohibitive for small businesses

Cost: Leadpages starts at $25 per month.

14. Landingi

landingi landing page creator

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Landingi is an affordable alternative to some of the bigger landing page builders in the industry but is just as easy to use.

Pros:

  • Customer service is receptive to user feedback and often implements suggestions into future upgrades
  • Includes a feature that tells you where site visitors came from, so you know which marketing efforts are leading to the most conversions.

Cons:

  • Not good for making several similar landing pages with tweaks only to certain blocks or modules
  • Less feature-rich than some of its competitors

Cost: Landingi starts at $29 per month.

15. Mailchimp

mailchimp all-in-one marketing platform

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Mailchimp has long since upgraded from an email marketing tool to an all-in-one marketing platform, offering features like a landing page builder, conversion rate tracking, and even free domains.

Pros:

  • Easy to integrate with almost any tool
  • Start building and hosting landing pages for freet
  • Its paid version is the most affordable of its competitors, making it ideal for small or new businesses

Cons:

  • A landing page builder isn’t nearly as dynamic as others on this list
  • Limited segmentation ability
  • No plugin with Spotify

Cost: Mailchimp’s paid plans start at $9.99 per month.

Tips for Creating an Optimized Lead Capture Page

Not all lead capture pages are created equal. To maximize your conversions, there are certain best practices you should keep in mind when designing a form.

Limit the fields in the lead form

Having too many fields, especially ones that feel irrelevant or invasive, can lead many visitors to navigate away before they finish completing the form. The quicker a visitor can enter their info, the more likely they are to convert.

For example, visitors who want to sign up for a free trial of LeadBoxer only have to enter their email address to get started.

lead form from leadboxer

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Even if they need to enter additional info before they can start using the program if feels less forced than a form that demands several lines of data upfront.

Compare that to this form, which requires visitors to fill out seven fields before they can access a report.

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Chances are, this company is losing out on valuable conversions because visitors aren’t ready to divulge that level of information.

Match the fields in the lead form to the offer

It doesn’t matter if it’s helpful for you to know a lead’s company or job title. If that info doesn’t relate to the gated resource you’re offering, it might reduce your conversion rate.

Check out this registration for a free webinar from Kinsta, a managed WordPress hosting provider, which only requires that attendees submit their name and email.

registration form from kinsta

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This is presumably so attendees can receive the link and a calendar reminder for the webinar. If Kinsta were to ask for less relevant information, such as company name or job title, visitors might be put off and leave the page before completing their registration.

Choose the right positioning for the lead form

There are three places you can position the lead capture form: above the fold, at the bottom of a page, or in a pop-up. Each has different benefits.

If the form is above the fold, that means you can see the form at the top of the page without having to scroll. This type of form is quick to grab a visitor’s attention and works best when used as a post-click landing page for a search engine or social media ad.

right positioning for the lead form

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Sometimes the form is positioned next to an image of the product. This serves as a visual reminder of what the visitor will receive in exchange for their info.

Another option is to position the form at the bottom of the page.

lead capture form from hubspot

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Visitors who read through all the info about your product or resource before submitting their info demonstrate a high level of engagement, which helps your sales team prioritize them.

Finally, you can put your lead capture form in a pop-up, as Instapage does for visitors who want to download a free guide.

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This method keeps visitors focused on the form, so they’re less likely to be distracted by other links or elements on the page before submitting their info.

Include your privacy policy

The info collected through lead capture pages is sensitive enough to qualify as personal data under the General Data Protection Regulation (GDPR). The GDPR, which regulates the personal data of all European Union residents, requires that you disclose how and why the data is collected, as well as how you handle the data and dispose of it.

In addition to including this disclosure in your existing privacy policy, you should also link to your privacy policy on the lead capture page. HubSpot, like many B2B companies, positions this link at the bottom of the form so that visitors are sure to see it before they submit their info.

privacy policy on display ob hubspot

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Aside from being a legal necessity, having your privacy policy on display shows your brand’s professionalism and commitment to the customer’s best interests.

Generate Leads on Autopilot for Your Sales Team

Your B2B marketing strategy is incomplete without a lead capture page. A lead capture page is the simplest way to find and qualify prospects for your sales team, who can then redirect their energy on nurturing leads and closing deals. In the long run, this relatively inexpensive strategy can end up generating significant revenue for your company.

However, even if you follow all the tips and best practices for creating an optimized lead capture page, the page only works as well as the software you pair it with. With the right software, you’ll never have another high-quality lead slip through the cracks because of pipeline mismanagement. Your best bet is to use a lead intelligence tool that can take the info you collect from lead capture pages and turn into actionable data that helps you prioritize leads and convert them into customers with ease.

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10+ Best Customer Data Platform Software Apps

When it comes to marketing, data is king. With in-depth data, marketers can personalize interactions with customers, market to them at the right times, create a more enjoyable experience, and overall, close more sales. However, capturing all of this data, organizing it in one place, and making use of that data has been a struggle. Because using traditional tools such as web analytics, CRMs, and marketing automation is very time consuming. Here a customer data platform software can help.

You typically have to spend a lot of time combining all of this data to get a complete picture of your customer. Even then, this process is limited and you can’t fully take advantage of this data to completely personalize your marketing campaigns.

This is where Customer Data Platforms (CDPs) come in.

In this article, we’ll discuss what CDPs are, the difference between them and traditional marketing tools, their benefits, and compare over a dozen CDP options.

Read on or use the links below to “jump” to the section you’d like to read:

What is a Customer Data Platform?

The Customer Data Platform Institute defines a Customer Data Platform (CDP) as “a marketer-managed system that creates a persistent, unified customer database that is accessible to other systems”.

In essence, a CDP is a system that pulls together all the data you have on a customer in one place – customer data platform software. With it, you can create a unified view of that customer and see every action they’ve taken since first interacting with your company.

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Ideally, you’ll discover:

  • When that person first visited your website
  • How many times they’ve visited a specific page on your website
  • When they opened one of your emails
  • When they clicked a link inside that email
  • How many times they opened your emails
  • Information on mobile app sessions, social media comments, purchase orders, and chat history

Customer Data Platforms vs. CRM vs. Marketing Automation: How Are They Different?

You may be thinking, “Don’t CRM or email marketing platforms such as Hubspot and MailChimp integrations already do this?”. Not exactly.

The data that CRMs and email marketing platforms offer is limited. CRMs typically offer basic information and allow you to store customer information such as addresses, emails, etc. Some may even track interactions like email opens and live chat or email conversations.

The same goes for email marketing platforms such as MailChimp. These platforms will store a customer’s email and track email activity. On the other hand, they miss other key areas such as web activity, mobile app activity, and so on.

However, CDPs aim to combine all of this data into one place and try to capture a customer’s entire interaction with a company. A true CDP would have data on a customer’s chat history, email history, website visits, mobile app sessions, purchases, social media interactions. And anything else that would involve an interaction between them and your company.

Some CDPs also allow you to leverage that data to send emails, run marketing automation, optimize advertising, and more.

What Are the Benefits of Using a Customer Data Platform?

CDPs can expand your marketing capabilities with less manpower, saving you time and money. Specific benefits include:

1. Having a Single View of Your Customers

The most obvious reason to use a CDP is that you can get a “single view” of the customer. You can see their entire interaction with your company in one place, rather than trying to somehow manage and collect this data from multiple tools.

2. Being Able to Personalize Customer Interactions

Having all of this information in one place can allow you to personalize a customer’s entire experience with your company.

You can personalize names in emails, send out a coupon directly after a customer has visited a specific page on your website. Also, you can enter them into a marketing automation process when they’ve had a chat with your company, or send them an email when they logged onto your app.

With CDPs, the possible personalized experiences you can craft for your customers are endless.

3. Being Able to Create Highly-Targeted Campaigns

With all of this information at your disposal, you can now create specific targeted campaigns, and in some cases, one-on-one experiences.

Do you want to target customers who have visited your pricing page within the past month, have opened up and clicked in your last three emails, downloaded your mobile app and have been actively using it for the past two weeks, and have also contacted your company via email or your live chat widget?

With CDPs, you can do that.

Customer Data Platform Software Options

CDPs are becoming increasingly common. Different customer data platform software work best for different industries, and each offers unique features that set it apart from competitors. Here are the top-rated tools in the field:

LeadBoxer

LeadBoxer Customer Data Platform

LeadBoxer is a Lead & Customer data platform that focuses on the sales side of the CDP spectrum, by collecting information about your customers throughout their entire customer or buyer journey.

We collect and give you information such as:

  • When a customer visited your website, what pages they visited, and how long they spent on that page
  • What emails a customer has opened from you when they opened it, and what links they clicked
  • Get notifications when leads or customers are ready-to-buy or show buyer intent

All of this information is then organized into an Accounts view and a Leads view. And here each of your customers or leads are given a score to gauge how engaged they are with your company:

The score gives you an idea of which prospects are most worth your sales team’s time and effort.

Each of these customers or leads can be viewed on a micro level to see every bit of that person’s activity:

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To learn how LeadBoxer can help you understand your customers better and make better marketing decisions

Schedule a product demo

Segment

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What sets it apart: Instead of manually integrating all of your tools, Segment has a single API that allows you to integrate your entire marketing stack at once. There are also tools for validating and protecting all of your customer data.

Who it’s for: Segment serves a variety of customers, from enterprise-level companies like IBM and Petco to retail like Peloton and SaaS like Zendesk.

Pricing: Segment is free for tracking 1,000 visitors or less per month. The mid-range option for teams, which tracks 10,000 visitors per month, starts at $120 per month. For the enterprise-level option, contact Segment for a quote.

Blueshift

Blueshift

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What sets it apart: With the power of AI, Blueshift predicts how likely customers are to purchase, engage, churn, and more. Customer scores and segments automatically update with each interaction, and the predictive affinities function ensures you’re targeting them with the most relevant content.

Who it’s for: Plenty of personal finance companies like ClearScore, LendingTree, and GOBankingRates use Blueshift, as well as B2C companies like Skillshare, Tuft & Needle, and Artifact Uprising.

Pricing: Blueshift doesn’t list their prices, but their solutions range from simple email automation to cross-channel marketing and AI for enterprises.

Exponea

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What sets it apart: In addition to tracking cross-channel data on individual customers, Exponea has experiment capabilities that allow you to tweak and test your website’s appearance so that you can always be improving customer experiences.

Who it’s for: B2C brands will get the most out of Exponea’s tools. The top customers tend to be clothing and accessory brands like Topshop, Missguided, and FitFlop.

Pricing: Fill out a form to receive a custom pricing plan based on the needs of your company.

QuanticMind

QuanticMind

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What sets it apart: QuanticMind unifies all your customer data to help you enhance your advertising and customer experiences. If you want to get more out of your advertising spend, QuanticMind customer data platform software can do it with automated bid optimization.

Who it’s for: QuanticMind is primarily geared toward large enterprises like WP Engine and Rosetta Stone, but it also serves leading B2B and SaaS brands like MOZ.

Pricing: QuanticMind doesn’t list pricing or product tiers on their website. Schedule a demo to learn which solution and pricing plan best fits your business.

CustomerLabs CDP

CustomerLabs

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What sets it apart: With CustomerLabs CDP, you can select specific elements on your website to instantly create trackable events. The friendly interface erases the need to write any code, making it possible to start tracking all the website events you want within minutes.

Who it’s for: CustomerLabs has solutions for e-commerce, B2B, and SaaS companies.

Pricing: Personal plans start at $0 per month but tracks only 2,500 customer events. Business plans start at $49 per month and track 0.5 million events per month.

Emarsys

Emarsys

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What sets it apart: The CDP is only one capability of Emarsys, a B2C marketing automation platform. With Emarsys, businesses can create personalized customer experiences at scale and show you where to focus on your next marketing steps.

Who it’s for: Emarsys is primarily a solution for B2C brands like Tupperware and Char-Broil.

Pricing: Emarsys doesn’t openly list its pricing on its website. Get in touch for a demo and pricing plans.

Optimove

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What sets it apart: Optimove’s self-optimizing campaigns leverage customer data to adjust triggered actions so that customers always receive the campaigns they’re most likely to engage with.

Who it’s for: In addition to retail, financial services, and apps, Optimove customer data platform software has solutions for the gaming industry to analyze player behavior.

Pricing: Optimove doesn’t list pricing or product tiers on the website. Request a demo to learn which features and pricing plan best fits your business.

Tealium AudienceStream CDP

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What sets it apart: Tealium AudienceStream CDP is one aspect of Tealium’s Universal Data Hub platform. It claims the biggest integration marketplace in the industry, offering the end all be all way to unify your marketing stack.

Who it’s for: Tealium counts large, diverse organizations like Providence St. Joseph Health and the Utah Jazz basketball team among their customers.

Pricing: Telium’s product tiers and prices aren’t listed on the website. To learn which features and pricing plans fit your business, schedule a demo.

Pimcore

Pimcore

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What sets it apart: Pimcore CDP is open-source software that aggregates customer data and creates real-time personalized experiences at any scale.

Who it’s for: Pimcore CDP serves a diverse and largely European customer base, from freight and port logistics company Rhenus Logistics to online marketplace Modile.

Pricing: Get in touch with a sales rep for a custom pricing plan.

Boxever

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What sets it apart: Boxever is CDP that collects data on web visits, mobile activity, email activity, calls, ads, and more. It combines all of this data into one place and allows you to personalize your marketing and deliver predictive offers.

Who it’s for: Boxever’s largest customers tend to be airlines like Jetstar, Emirates, and Ryanair.

Pricing: Pricing is crafted on a per business basis.

Evergage

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What sets it apart: Evergage allows you to personalize the content on your website, app, and emails on a one-to-one basis in real-time.

Who it’s for: Large companies like Intuit and Walmart use Evergage, as well as software companies like Autodesk and B2B solution providers like Citrix.

Pricing: Pricing is offered on a per business basis, so you’ll need to contact a salesperson for a quote.

AgilOne

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What sets it apart: AgilOne is CDP specifically for B2C companies. The platform offers a “360 profile” where you can view customer interaction. The platform automatically cleanses, standardizes, and enriches customer profiles to help you deliver consistent experiences.

Who it’s for: B2C companies Lululemon Athletica and Tumi are among AgilOne’s customers.

Pricing: Pricing is offered on a per business basis and you will need to contact the company for a quote.

Customer Data Platforms are the Next Level of Marketing Automation

Having a customer’s data all in one place rather than cobbling together a suite of separate tools saves marketers and salespeople time and money. With a unified view of customers, you can create personalized marketing campaigns that maximize your spend, increase conversions, and create delighted customers for life.

Looking for more qualified leads?

We offerLead Identification and Lead intelligence through website & email tracking

Watch Video or Book Demo

lead intelligence

What is Lead Intelligence & Why Should You Care?

Imagine knowing your leads’ level of engagement with your brand, the likelihood that they’ll buy your product, and even the best strategies for communicating with them. With that kind of information, you could increase the effectiveness of your prospecting and win more deals. Lead intelligence is what makes it possible.

But what is lead intelligence, and how do you start using it in your business? This guide covers the basics, including the most useful types of lead intelligence and the best tools available today. Once you learn how to leverage lead intelligence, you’ll wonder how you ever managed to make sales without it.

What is Lead Intelligence?

Lead intelligence is a form of data that significantly elevates your understanding of your prospects. So you can better address their pain points, communicate effectively with them, and win their business. When it comes to B2B sales, lead intelligence is invaluable.

What is Lead Intelligence

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Given how effective lead intelligence is for prospecting, chances are that if your competitor isn’t already taking advantage of this sales strategy, they will be soon. All the more reason why you should start incorporating this form of data into your company’s sales process today.

There are several different types of lead intelligence. Which ones you should focus on depends on the needs of your business.

Types of Lead Intelligence

Knowing your lead’s name, email address, and phone number is just the beginning of lead intelligence. The following data points tell you just how interested prospects are in your product, what their pain points are, and how you can better connect with them.

Site visitors

Who’s visiting your website that isn’t already on your radar? Some lead intelligence software can unveil a visitor’s name, contact information, and company before they ever fill out a form.

Given that only 2% of website visitors fill out a form, being able to tap into that other 98% is a game-changer.

Contact information

If you know your lead’s name and company but don’t know how to reach them, there are tools available that can dig up and verify their email address or phone number for you.

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A Chrome extension such as this one from Lusha or a contact database like ZoomInfo both make it simple to find up-to-date info for all of your prospects.

Company details

If a company has recently received a big investment or has launched a new project, you should know about it. This information can give you insight into whether or not now is the right time to reach out with your offer. Updates about new hires or job changes also let you know if you’re contacting the right person.

Demographics

Study your company’s ideal customer profile, then make sure your lead intelligence software is gathering any details you need about a prospect’s age, job role, and geographic location. Knowing that a prospect has the essential characteristics of your ideal customer ensures that you spend time reaching out to the best leads.

Social media profiles

There are more ways than ever to connect with prospects. Knowing their LinkedIn profile, Twitter handle, or other social media profiles gives you more opportunities to engage with prospects outside their inbox and earn their trust. It also helps you come up with talking points based on the content they’ve recently posted.

Pages visited

Knowing the number of pages a prospect visited on your site can help you gauge their level of interest in your product. Lead intelligence can take it one step further and show you exactly which pages they’ve visited. And how long they spent on that page, shedding light on what problems they need help solving.

Emails opened

Ideally, you also want lead intelligence software that can integrate with your email marketing platform. To show you which emails a prospect opened, how long they spent reading the email, and if they clicked through on any links.

Site revisits

Does a prospect often return to your site? This can signal a greater level of interest in your product. Some lead intelligence software will alert you at the moment of a site revisit. So that you can reach out while your at the top of a prospect’s mind.

Personality characteristics

Knowing if a prospect prefers to communicate by email or phone is sometimes the difference between making or losing a sale. Some lead intelligence software can also clue you into their negotiation style, mannerisms, and questions that are most likely to prompt a desirable response.

Lead Score

Now that you have all this lead intelligence, how do you make sense of it quickly enough to take action? A lead score takes all the data you’ve gathered on a prospect and turns it into a number. This number indicates the likelihood that they’ll buy. There are formulas out there for calculating this yourself, but it can be a tedious process. Luckily, some lead intelligence software will make this calculation for you.

The Best Lead Intelligence Software

There are several different types of lead intelligence tools available that can find and help you interpret the best data on your prospects.

LeadBoxer

LeadBoxer is a solid all-in-one lead intelligence option that integrates with your CRM and marketing tools of choice. Not only does it help you identify and track website visitors and email behavior, but it also assigns them a leadscore based on their engagement with your brand across multiple channels and mediums. With LeadBoxer, not only do you know what kind of content prospects are most interested in, but you immediately know which prospects are most worth pursuing.

HubSpot Sales

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CRM heavyweight HubSpot offers sales tools that anyone can start using for free. The paid version of the platform comes equipped with features that identify prospective companies and their level of engagement. It can also track page views, pages visited, and the number of visitors from each company. However, HubSpot Sales doesn’t identify individual or anonymous visitors to the degree that LeadBoxer does.

VisitorTrack

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In addition to identifying and tracking anonymous website visitors, VisitorTrack offers intent data about a business. Intent data indicates that a prospect has been actively researching topics relevant to your business at other locations around the web. For instance, if you sell a marketing automation solution and a visitor to your site has been researching similar tools or topics on other websites, VisitorTrack will let you know.

Albacross

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Like HubSpot Sales, Albacross identifies companies that are visiting your website and shows you how engaged they are. It also goes into stats like the company’s revenue, the number of employees, exactly which pages they visited, and how long they spent on the site.

Albacross doesn’t identify individual visitors, but it does offer a list of GDPR compliant email addresses for decision-makers at the companies visiting your site. With this tool, you can have a better idea of whether or not the person you’re contacting has the authority to make a purchase.

LeadSift Buzz

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Buzz from LeadSift tracks what’s going on at a prospective company, such as if they found new sources of funding or launched a new product, eliminating the need to do that research yourself. In addition to curating all this news for you, Buzz offers guidance about what to do with that information, taking the guesswork out of conversation starters or talking points.

Crystal

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Crystal sets itself apart from other tools in this list by focusing on intelligence about a lead’s personality. This is especially useful for when you’re ready to contact a lead, deliver a proposal, or negotiate a contract. Few other tools can offer the same level of insight about a lead’s personality that Crystal can, but it doesn’t track their level of engagement with your brand or tell you how likely they are to buy.

LinkedIn Sales Navigator

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LinkedIn Sales Navigator leverages a platform that both you and your prospects are already using. Sales Navigator comes with advanced search functions that make it easier than ever to find leads that match your ideal customer profile and can even recommend leads that you wouldn’t have thought of.

Lusha

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Lusha is one of the highest-ranked lead intelligence tools on G2. Its Chrome extension provides B2B contact enrichment based on profiles from places like LinkedIn or Twitter, making it easy to build up your list of prospects while you browse.

Use Lead Intelligence to Find and Engage With Qualified Prospects

If you’ve ever felt like you’re engaging with too many prospects and have not enough to show for your efforts, it’s time to integrate lead intelligence into your sales process. With lead intelligence, you’ll know exactly which prospects you should focus your attention on, plus which talking points you should use with them and how to engage with them in a way that earns their trust.

When it comes to choosing a lead intelligence tool, you can’t go wrong with an option that gathers data about anonymous visitors from a variety of sites and platforms, then interprets it into an actionable lead score. That way, you’ll spend more time on prospects who intend to buy and win more deals.

gmail tracking

25+ Best Email Tracking Apps for Gmail & Outlook

Email tracking has become a popular feature on a variety of platforms, and for very good reasons. Tracking B2B emails can help sales reps stay close to their most interested leads, automate follow-up messages, and close more deals faster. But of the hundreds of email tracking apps out there, how do you know which one is best for you?

We’ve compiled this list of 25+ email tracking apps and multi-functional tools with email tracking abilities, many of which work with Gmail, Outlook, and your CRM of choice. These include:

By the end, you should know which is the best email tracking app for your team’s needs and be well on your way to speeding up your sales cycle and help you to reduce cost per lead.

Email Tracking Apps with Web tracking combined

Email tracking alone will tell you a lot about the recipients behaviour in their mail client. But what about their behaviour across your company’s website, your lead capture pages, social media, and newsletter emails? There are tools or platforms that combine all this, and these will give you the best results:

1. LeadBoxer

Leadboxer for Gmail 1

Description: LeadBoxer is a lead & customer data platform that allows you to track the behaviour of your complete online audience: see who visits your website, reads your emails, and what company they work for, etc. It also identifies anonymous website visitors, and gives leads a score to gauge how engaged they are with your company.

Best Used For: Sales reps who want to spend time focusing on their most promising leads to help them make more sales.

Compatible Platforms: LeadBoxer works with Gmail and Outlook.

Pricing: The complete LeadBoxer Platform starts at $195 per month and includes 5 seats.

UPDATE: LeadBoxer now also offers a standalone version of their Outlook plugin. Get a 30 day free trial straight from the Microsoft App Source:

2. Freshsales

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Description: Freshsales is a CRM that shows users exactly what actions a lead has taken across platforms, then uses that information to create a lead score. Freshsales has a strong focus on email tracking and leverages the data to prioritize leads and give sales reps relevant talking points to guide their next call or meeting.

Best Used For: Companies that are looking for a powerful but compact CRM with email tracking apps capabilities built-in.

Compatible Platforms: Freshsales can sync with your email client of choice so that all of your emails are synced within the CRM and your inbox.

Pricing: Freshsales starts at $12 per user per month for small teams.

Email Tracking Extensions for Gmail

If you’re looking for a simple and straightforward tool that works with your Gmail to identify what emails have been opened, these are the email tracking apps for you.

3. Boomerang

Boomerang

Description: Boomerang is an email tracking app that can also schedule messages to be sent at a later time. It also returns messages to your inbox at a later date that you set. This allows you to get back to an email when you’re ready for it and clean up your inbox in the process.

Best Used For: Whether you’re in sales or HR, everyone will love Boomerang’s follow-up reminders to help them stay in touch with people who haven’t yet replied to their emails, this makes sales follow-up process much easier.

Compatible Platforms: Boomerang works with Gmail/G Suite.

Pricing: Track up to ten emails per month for free. Plans with unlimited tracking but limited additional features start at $5 per month. Unlock all of Boomerang’s features for $50 per month.

4. Gmelius

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Description: Gmelius installs via an extension and tracks email activity such as opens and clicks. Gmelius also includes functionality for scheduling emails, calendar scheduling, creating to-do lists, saving email templates, and more.

Best Used For: Teams who want to work together without leaving their inboxes.

Compatible Platforms: Gmelius works with Gmail only. It can be used with Chrome, Opera, and Safari internet browsers.

Pricing: Gmelius’ email tracking can be used for free. Other features are limited in the free plan. Paid plans range from $9 per user per month to $49 per user per month.

5. Mailtrack

mailtrack

Description: Mailtrack adds a series of checkmarks next to an email in your inbox. When someone has opened your email, the checkmark next to the corresponding email will turn green. This makes it easy to look through your inbox and see who has opened your emails at a glance. A popup notification also lets you know when your email has been opened.

Best Used For: Users who want to track emails at a glance with the help of visuals.

Compatible Platforms: Mailtrack works with Gmail via a browser extension for Chrome.

Pricing: The app is free to use for an unlimited number of emails. However, an email signature that says “Sent with Mailtrack” will be added to all of your emails. Paid plans range from $5 per month to $10 per month.

6. MailTracker

hunter

Description: Mailtracker is another simple app that provides email tracking only. The tool provides information on when your email is opened, how many times, and where the email was opened. The app is part of Hunter.io’s offering of products (Hunter.io is a popular tool for finding a person’s email address).

Best Used For: Users who want a lightweight and unobtrusive email tracking tool in their Gmail inbox.

Compatible Platforms: Mailtracker works with Gmail only and installs via a Google Chrome extension. Other internet browsers are not supported.

Pricing: Mailtracker is free to use.

7. Mixmax

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Description: Mixmax offers email tracking, saved templates, calendar scheduling, in-email polls, and automated email follow-ups. A notification will appear in your inbox or Slack (if you use it) when someone has opened your email.

Best Used For: Teams who work in Slack and want to receive notifications without jumping between platforms and email tracking apps.

Compatible Platforms: Mixmax email tracking only works with Gmail. The tool integrates with Salesforce, Slack, and a few other platforms.

Pricing: Mixmax allows you to track 100 emails per month for free. However, an email signature will be added to any email you send. Paid plans, which include premium features and remove the email signature, range from $9 per user per month to $49 per user per month.

8. Vocus

VocusSource

Description: Vocus includes features for email tracking, email reminders, email scheduling, and automated email follow-ups. It sets itself apart from competitors by specifying who engaged with an email when there are multiple recipients. It can also help you find the contact details of someone within a target organization.

Best Used For: Teams who need help finding a lead’s contact info without having to leave their Gmail inboxes.

Compatible Platforms: The tool works with Gmail only and installs via a Chrome extension.

Pricing: Vocus is available only via a paid plan. However, a 30-day free trial is available to demo the tool. Paid plans range from $5 per month to $20 per month.

9. MailTag

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Description: MailTag.io will let you know exactly when recipients open your emails with real-time desktop alerts. It also tracks the performance of your open rates, click rates, and more. MailTag allows you to schedule follow-up sequences or schedule personalized messages to send later.

Best Used For: Teams who want a lightweight email tracking tool with some automation capabilities.

Compatible Platforms: MailTag works with Gmail only.

Pricing: You can try MailTag for free, but paid plans start at $10 per user per month.

10. Checker Plus for Gmail

Checker Plust

Description: Checker Plus for Gmail is simply a Google Chrome extension that enables you to track emails. Information such as who and when someone has opened your email is displayed as a popup notification. Features like email scheduling and email reminders are not available.

Best Used For: Users who want to add some functionality to their Gmail inbox without committing to a bloated or expensive app.

Compatible Platforms: The extension only works with Gmail.

Pricing: This extension is free to use.

Sales CRMs with Email Tracking Capabilities

If you’re in the market for a fully-fledged CRM, consider getting one that includes email tracking as a feature.

11. Hubspot Sales

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Description: Hubspot Sales is a sales CRM offered by Hubspot. The email tracking extension shows who has opened your emails and who hasn’t. A notification will also popup when the recipient has opened your email.

Best Used For: Teams who need an all-in-one sales CRM that can also track email opens.

Compatible Platforms: With Hubspot Sales, you can track emails straight from your Gmail or Outlook inbox. Setup with Gmail will require you to allow Hubspot to integrate with your inbox. This is done by installing an extension to Google Chrome.

Pricing: Hubspot Sales is free to track up to 200 email opens. Paid plans start at $50 per month for one user.

12. Accelo

Accelo

Description: Accelo is one part sales CRM and one part team task manager. It offers the ability to schedule and track emails for your leads, then assign related tasks and projects to team members based upon their future workloads.

Best Used For: With its team inbox, Accelo is a solid choice for sales teams that work closely together to make more deals.

Compatible Platforms: Accelo integrates with G Suite, Office 365, Salesforce, and several other leading platforms.

Pricing: Accelo for sales starts at $39 per user per month.

13. PhoneBurner

PhoneBurner

Description: PhoneBurner is a power dialer that helps streamline the post-call workflow so that sales reps can spend more time on the phone and less on manual data entry or email follow-ups. Based on the call result, PhoneBurner can suggest personalized emails to send with one click.

Best Used For: Phone-focused sales reps that are looking for a tool that brings their calls and emails closer together.

Compatible Platforms: PhoneBurner is a CRM that can work with Gmail, Outlook, and a few other email servers.

Pricing: Unlimited dialing with PhoneBurner starts at $149 per user per month.

14. Streak

Streak

Description: Streak is a CRM that works in tandem with your Gmail inbox. The tool includes email tracking, scheduling emails, and email reminders. Team members can share emails, notes, and call logs to help tackle leads together.

Best Used For: Teams who want a lightweight CRM that meshes beautifully with their Gmail inboxes.

Compatible Platforms: Streak is a Chrome extension for Gmail only.

Pricing: Streak is free for personal use but has limited features. Paid plans start at $49 per user per month.

Sales Communication Automation Platforms with Email Tracking Capabilities

Perhaps the best way to handle your sales pipeline efficiently is with a platform that can automate much of your sales communication – like sales prospecting tools. Email tracking is an essential part of knowing when to trigger certain actions, such as a follow-up call.

15. SalesHandy

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Description: SalesHandy includes functionality for tracking emails, saving templates, scheduling emails, and creating automated email follow-ups. It’s free to use to track an unlimited number of emails. However, other features are not available in the free plan.

Best Used For: Users who are looking for a simple, free tool to track their emails without any frills.

Compatible Platforms: SalesHandy works with both Gmail and Outlook.

Pricing: Paid plans range from $7 per user per month to $40 per user month.

16. Autoklose

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Description: Autoklose draws from a huge database of B2B leads to help prospectors connect with the right person every time. Schedule email sequences, track opens and clicks, and fine-tune the process at any time to continually boost engagement with leads. Reps can also choose to check in on leads who have ignored emails and try to re-engage with them.

Best Used For: Autoklose works well with any size for any sized companies, but solopreneurs may especially like its functionality for the price.

Compatible Platforms: Autoklose supports Gmail/G Suite and Outlook/Office 365.

Pricing: Autoklose starts at $50 per user per month.

17. Yesware

Yesware

Description: On top of email tracking, Yesware includes email scheduling, saved templates, calendar scheduling, and automated follow-ups. It syncs with Salesforce to make sure that all of your data is saved across platforms.

Best Used For: Sales reps who want email automation assistance that lives right in their inbox.

Compatible Platforms: Yesware works with both Gmail and Outlook.

Pricing: The tool is only available via a paid plan. However, a free trial is available. Paid plans range from $12 per user per month to $55 per user per month.

18. SalesLoft

SalesLoft

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Description: SalesLoft specializes in automating email cadences that nurture leads. Use email tracking to see how individual leads are engaging with the process, then use at-a-glance email analytics to find ways to improve the open and click rates of your automated messages. The email tracking feature also helps informs sales reps about the best time to reach out by phone.

Best Used For: Salespeople who want to automate their emails, improve their messaging, and make their phone and digital outreach work better together.

Compatible Platforms: SalesLoft works with Gmail, Outlook, or your CRM.

Pricing: Contact SalesLoft to learn about current pricing.

19. Outreach

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Description: Outreach is the platform for automating sales touchpoints and personalizing emails at scale so sales reps have more time to book meetings and close deals. Email tracking allows you to categorize and prioritize prospects according to who opened and responded to a message, giving you a better understanding of the sales cycle.

Best Used For: Sales teams that want to quickly know who is most engaged with their emails so they can schedule more meetings with the right prospects.

Compatible Platforms: Outreach works with Gmail, Outlook, or your CRM.

Pricing: Contact Outreach to learn about current pricing.

20. Cirrus Insight

Cirrus Insights

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Description: Cirrus Insights lets sales reps schedule drip campaigns, track email and attachment opens, set follow-up reminders, and schedule more meetings with the most engaged and promising leads. With Cirrus Insights, you can even update or take back attachments after you’ve sent them, which means no more embarrassing follow-up emails with the correct document.

Best Used For: Salesforce clients that are looking for a simple but highly useful add-on to their Gmail or Outlook inbox.

Compatible Platforms: Cirrus Insights works with both Gmail and Outlook. It also integrates with Salesforce and a few other CRMs so you don’t have to jump between platforms.

Pricing: Cirrus Insights starts at $27 per user per month for both Gmail and Outlook.

21. Reply

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Description: Reply automates email outreach so that sales reps can focus on calls, meetings, and closing. It uses AI to track emails, then sorts leads by their level of interest. The program can even suggest email copy that is most likely to convert. There are optional plugins that make it easy to find contact information for new leads.

Best Used For: Single-person businesses might forgo a bulky CRM and instead rely on Reply as their main prospecting platform.

Compatible Platforms: Reply can be installed for Gmail and Outlook/Exchange accounts.

Pricing: Reply starts at $70 per month for an individual user and $200 per month for a team of three users.

22. InsideSales.com Predictive Playbooks

Playbooks

Description: InsideSales.com Predictive Playbooks uses AI to create outreach cadences based on the previous behaviors of individual leads. Playbooks can suggest better email addresses or phone numbers for contacting leads than what sales reps already have on file. Email tracking allows reps to always be connected to their leads and follow-up at the right time.

Best Used For: Sales reps that want to let AI do all the heavy lifting and drastically increase the efficiency of their outreach.

Compatible Platforms: Predictive Playbooks can integrate with your email client and CRM of choice.

Pricing: Get in touch with InsideSales.com to learn about the pricing of Predictive Playbooks.

23. PersistIQ

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Description: PersistIQ has a lot of the features you’ve come to expect from a sales engagement tool, including email templates, multiple touchpoint scheduling, and open and click tracking. What sets PersistIQ apart is its clean, intuitive design that teams can use intuitively and adopt immediately.

Best Used For: Sales teams that are looking to augment their existing CRM or Gmail inboxes with personalized sales emails at scale.

Compatible Platforms: PersistIQ integrates with many CRMs. It also has a plugin so you can access its templates within Gmail, then log emails to Salesforce.

Pricing: PersistIQ starts at $40 per user per month.

24. SmartCloud Connect

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Description: SmartCloud Connect is a tool that appears as a sidebar within your Gmail or Outlook account. The sidebar can pull data about a lead from Salesforce, show email open and click tracking, and supply message templates from Salesforce. With SmartCloud, it’s easy to log emails to Salesforce and set reminders that keep you on task.

Best Used For: Sales teams that want a tool that can maximize productivity within their inbox and reduce the amount of time they spend switching over to Salesforce.

Compatible Platforms: SmartCloud integrates with Outlook, Gmail, and Salesforce to keep everything synced across platforms.

Pricing: SmartCloud starts at $15 per user per month.

Email Tracking Apps with Unique Features and Use Cases

Looking for something with specific functionality? These email tracking apps work well for internal communications,

25. Bananatag

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Description: Bananatag is an email design and tracking app specifically for internal communications. With Bananatag, you can create beautiful company memos and newsletters within your email client, get feedback from employees, and measure open and click rates.

Best Used For: Managers who want to make sure that employees are opening and engaging with important company messages.

Compatible Platforms: Bananatag works with both Gmail and Outlook.

Pricing: Get in touch with Bananatag to learn more about their custom pricing.

26. Contact Monkey

contact monkey

Description: Contact Monkey is an app that can work for internal communications or sales. The app features email tracking, email scheduling, and saved email templates.

Best Used For: Teams who want a sidebar within their inbox to help compose, schedule, and track emails.

Compatible Platforms: Contact Monkey works with both Gmail and Outlook.

Pricing: Contact Monkey is available via a paid plan only. However, a free trial is available. Paid plans for sales range from $10 per user per month to $25 per user per month. Get in touch with Contact Monkey to learn the price of their internal communications product.

27. Nimble

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Description: Nimble is true to its name and organizes events, tasks, your pipeline, and email tracking into one clean, easy-to-understand dashboard. Sales reps can quickly see where they stand and make smart decisions about their next action. Reps can also get more detailed views of their leads, including their history of activity and the upcoming activities scheduled for them.

Best Used For: Sales teams looking for an intuitive dashboard should look to Nimble. Office 365 users in particular will love Nimble’s CRM solution.

Compatible Platforms: Nimble is designed to work Office 365 and G Suite.

Pricing: Nimble starts at $19 per user per month.

28. Groove

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Description: Groove frees up hours of employee productivity by syncing Salesforce, Gmail, and Google Calendar data. It also offers email open and click tracking, as well as the option to schedule a message to send later. Plan automated email sequences and let Groove take care of the rest.

Best Used For: Groove works best for teams that are already using Salesforce and want to have their emails, calendars, and CRM data automatically synced.

Compatible Platforms: Groove works with Salesforce and Gmail.

Pricing: Get in touch with Groove to discuss the best pricing for your business.

29. ClearSlide

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Description: ClearSlide is a content creation and management platform teams can use to help engage their leads. With ClearSlide, not only do sales reps get alerts about email opens and clicks, but they also get detailed reports about how leads are engaging with their content. Users can see what parts of their content are working and what needs to be improved to maximize engagement.

Best Used For: Teams that need help making email content, then analyzing it to see what needs to be tweaked.

Compatible Platforms: ClearSlide integrates with Salesforce or Microsoft Dynamics CRM.

Pricing: ClearSlide starts at $35 per user per month.

30. Tellwise

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Description: Tellwise has a ton of features that make it a natural addition to your inbox. The tool alerts you when a lead is reading your content, then gives you the option to immediately engage with them via a chatbox. Know when leads read a proposal and shared it with a colleague. Tellwise even offers one-click calling to help you get prospects on the phone faster.

Best Used For: Sales teams that want a lightweight but effective tool to supplement their Gmail or Outlook inboxes.

Compatible Platforms: You can use Tellwise from within Gmail, Outlook, or Salesforce.

Pricing: Get in touch with Tellwise to learn about current pricing.

Use Email Tracking Apps to Speed Up Your Sales Cycle

For a complete look at how to get started with email tracking apps, how it can benefit you or your business, and best practices for success, we recommend you take a look at our email tracking guide.

If you want to up your game and track your lead’s entire customer journey map (including email activity, website activity, and more), take a look at LeadBoxer and request your free trial today.

Mailchimp Integrations

30 Mailchimp Integrations for Marketing & Sales Teams

Integrating different platforms within your sales and marketing stack not only saves you time and headaches, but it also helps you close more deals and make more sales. These 30 Mailchimp integrations for marketing and sales teams leverage the power of email at every step of the buyer’s journey, turning business growth into an all but automatic process. Mailchimp has integrations that work at almost every step of the sales pipeline and marketing process, including:

By integrating Mailchimp with your preferred sales and marketing tools, you’ll be able to run otherwise tedious processes on autopilot, gain valuable insights about prospects and customers, and make more informed decisions about your business.

Integrations for Capturing Leads

The first step to increasing sales is to capture more leads. With these Mailchimp integrations, finding and recording potential customers can happen in your sleep.

Typeform

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Typeform is a tool for creating surveys, quizzes, and forms, making it easy to keep in touch with current customers or learn more about potential ones. Don’t worry about aesthetics. With Typeform, it’s easy to build content that’s beautiful and on-brand. With the Mailchimp integration, you can map any field in a Typeform survey to a field in a Mailchimp list. Not only does this negate the need to export and import data to build email lists, but it can create tags and flesh out data for more effective list segmentation.

OptinMonster

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OptinMonster offers pop-ups, floating bars, and more that helps convert visitors into email list subscribers. The designer lets you create website elements that feel on-brand and make it possible to add discounts, value offers, and countdown clocks that spur visitors to action. The program also shows you stats on which forms or pop-ups are performing best. The Mailchimp integration instantly adds captured email addresses to lists. You can create unique lists based on what form or popup visitors subscribed from. OptinMonster offers multiple account support, a big plus if you’re managing several different businesses or brands.

Unbounce

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Unbounce helps businesses craft landing pages that are primed to capture more leads with no coding required. With Unbounce you can also create pop-ups and floating bars to attract more subscribers. There are even templates to help get you started if you don’t have a designer on staff. The Mailchimp integration streamlines the process, funneling email addresses from the point of capture on an Unbounce page straight to your email list on Mailchimp. Say goodbye to the days of manually exporting and importing lists of email addresses between platforms.

Instapage

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Instapage is similar to Unbounce in that it builds landing pages with a drag and drop interface. Instapage takes it to the next level by specializing in advertising personalization and post-click optimization. With Instapage, you can easily duplicate and alter landing pages to match the messaging of the ads you link them to. The Mailchimp integration then saves all leads captured on those pages to the email list of your choice. There are several different options for saving those contacts, such as adding them to groups. You can also create new email lists from within Instapage.

Facebook

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Whether your business has a Facebook page with scores of followers or you’re just starting out, it’s important to try and get as many of those followers as possible on your email list. With email, your content will make its way straight to subscribers’ inboxes instead of having to fight its way past Facebook’s news feed algorithm. Mailchimp can add an email list sign-up bar to your page, turning those followers into email list subscribers. Even if you don’t yet have a big audience, it’s worthwhile to set up the form to capture traffic as your business gains attention.

WordPress

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Businesses that host their site on WordPress may want to make use of the Mailchimp integration. This integration adds a simple sign-up form to any post or page, giving site visitors plenty of opportunities to subscribe to your email list. Any sites operating on Jetpack version 7.1 or higher already have the Mailchimp integration installed, so adding a sign-up form is as easy as clicking a button. The option will appear as a drag and drop block that you can place anywhere you want on a post or a page.

Integrations for Nurturing Leads

Now that you’ve grown your email list, it’s time to nurture prospects into happy customers. These integrations make it easy and automatic to send the right email at the right time.

Pipedrive

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Pipedrive is a lightweight and agile CRM solution for sales teams. It’s rated one of the easiest sales tools to use on G2. It’s functional right out of the box and doesn’t require days of training before you start using it. The Mailchimp integration makes closing deals even easier by allowing you to send the right email to the right lead at the right time. It works by getting granular about the criteria for creating a list of prospects within Pipedrive, then exporting those contacts to a Mailchimp list with a single click of a button.

BigCommerce

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BigCommerce, a popular platform for e-commerce and point of sale businesses, already collects customer data when someone places an order. The Mailchimp integration makes use of that data with marketing automation solutions that follows up with customers after a purchase, collects feedback, and re-engages with potential customers who abandoned their cart.

Fresh Relevance

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Fresh Relevance makes marketing automation a breeze for e-commerce companies. It generates personalized and contextually relevant email marketing for potential and current customers, helping to increase conversion rates and revenue per visitor. The tool integrates with Mailchimp to send triggered messages after cart or browser abandonment and can also create detailed reports in real-time.

Outgrow

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Outgrow lets you build calculators, quizzes, and other interactive content to help you better engage with customers. In addition to gathering data about content users, Outgrow’s products can generate referrals and help segment leads. The Outgrow-Mailchimp integration works by importing all the data gathered by Outgrow into your Mailchimp lists. You can also design different list segments, allowing you to send more precisely targeted emails.

Smile.io

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Smile.io is the secret weapon for turning customers into loyal fans. It works by creating loyalty programs around points, VIP tiers, or referrals, incentivizing customers to keep engaging with the brand in return for perks. The Mailchimp integration simplifies the process of creating personalized emails for rewards program members and building segmented lists. With Smile.io and Mailchimp, you can let customers know when they’re close to earning a reward, send referral links, let program members know when they’ve earned points and more.

Hippo Video

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Hippo Video leverages the power of video to increase email opens and engagement among your email list. By the company’s estimates, video emails have open rates upwards of 19%, while personalized email content has open rates of at least 29%. With Hippo Video and Mailchimp working together, you can quickly create personalized videos by using text or image merge fields. You can then tweak the video thumbnail, giving you greater control over how you hook and engage with customers. Any leads captured through Hippo Video are automatically synced with your Mailchimp lists.

Integrations for Qualifying Leads

Lead scoring is the key to qualifying prospects and knowing where sales teams should focus their energy. These integrations with Mailchimp ensure that all leads’ email activity is captured and quantified.

LeadBoxer

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LeadBoxer is vital for businesses who want to increase the efficiency of their sales process. Using a lead scoring system, the tool tells sales reps exactly which leads are most worth pursuing and which to pass on for now. LeadBoxer does this by tracking a lead’s activity and engagement across websites, social media, and emails. It can even identify visitors who otherwise would have remained anonymous. The Mailchimp integration tracks when a lead opens an email, clicks through a link, and how much time they spend reading an email–all data points that you can use to adjust a prospect’s lead score.

Autopilot

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With Autopilot, understanding and designing every facet of your sales and marketing process has never been simpler. Autopilot lets you visualize and map customer journeys with a drag and drop style interface. Autopilot comes with additional lead scoring integrations that can take data from places like Salesforce, Hubspot, or Typeform and change a prospect’s lead score. It also integrates with Mailchimp, so actions prospects take with your email further influence their lead score.

SalesWings App

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SalesWings tracks visitor activity such as videos watched on YouTube, reviews read on Capterra, or (you guessed it) Mailchimp emails clicked and read. It then uses that data to calculate a lead score for that prospect. The Mailchimp integration can curate a list of email subscribers who click through to your website after receiving an email campaign. SalesWings then identifies the top 5 to 15% of prospects as the hottest leads to invest your time and energy in reaching out to.

Leadfeeder

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Leadfeeder leverages the power of Google Analytics to help you identify who exactly is visiting your website. It scores leads based on their activity and places them at the top of your list, so you know exactly who you should reach out to at that moment. Integrating Leadfeeder with Mailchimp lifts the veil on even more of your website visitors. The integration lets you see what email list subscribers are doing on your website, giving you extra insight into who is visiting your site and why. You can also check out what email campaigns they’re visiting from.

Lead Forensics

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Lead Forensics gives companies insight into anonymous website visitors in real-time. The program provides contact information, demographic details, activity history, and more. It can also generate a lead score and help you prioritize who to focus on. Lead Forensics doesn’t yet offer a proprietary integration between them and Mailchimp. In the meantime, a tool like Blendr.io can create an integration that shares some information between the two platforms, such as contact details. For more information about the differences between LeadBoxer, Leadfeeder, and Lead Forensics, check out this comprehensive guide.

Velocify

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Velocify is intended to help sales teams make sense of large volumes of prospects and increases sales efficiency by automatically scheduling contact reminders. It scores leads based on their attributes, such as company, job title, and location, but it’s not built to track visitors’ activity on a website. Like Lead Forensics, Velocify doesn’t yet have an official integration with Mailchimp. Tray.io can create a working integration for you, but it’s unclear how much this can contribute to the accuracy of lead scores generated by Velocify.

CRM Integrations

Stop wasting time syncing contacts across multiple platforms. These CRM and Mailchimp integrations keep contact lists up to date no matter what program you’re in.

Nutshell

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Nutshell is a CRM and sales pipeline management tool. GetApp named it as one of the best Mailchimp integrations, citing the software’s “timely communication and follow-up with prospects” as a key feature. This integration automatically subscribes and unsubscribes prospects based upon where they are in the sales process, reducing every sales rep’s worst nightmare of entering contact information across multiple platforms.

Salesforce

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Salesforce, one of the most popular and robust CRMs available, works with Mailchimp in a couple of ways. The most notable is that the integration automatically syncs contacts between the two platforms. Mailchimp can also send information about a subscriber’s activity back to the contact’s page within Salesforce, updating the Notes and Attachments pages of that contact. It’s an extremely useful tool for sales reps who want to know how engaged prospects are with emails.

HubSpot

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If you use Hubspot as your CRM platform, then you’re hopefully already taking advantage of the Mailchimp integration. The integration automatically imports contacts from Hubspot into Mailchimp so that you can instantly engage with prospects. The real selling point is Hubspot’s Intelligent Error Handling, which promises to identify and resolve any sync errors with minimum fuss. Instead of scratching your head wondering why your apps aren’t working together, you can get back to connecting with contacts.

Insightly

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Insightly is a CRM that promises total control of the customer experience, from how you market and sell to them to even the projects you deliver. It’s no surprise to see it integrated with Mailchimp, where it goes above and beyond to help you get the most out of both platforms. With the Insightly-Mailchimp integration, you of course get the basic function of syncing contacts across both platforms. The real draw is the informational display about each subscriber, including their activity and a lead rating out of five stars.

CapsuleCRM

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Capsule is the ultimate in user-friendly CRM tools. Businesses can install and start using Capsule intuitively, so there’s no painful learning curve like there is with more intricate programs. As such, the Mailchimp integration is similarly straightforward. After integrating with Mailchimp, you’ll be able to subscribe and unsubscribe contacts from email lists from directly within Capsule. No more switching back and forth between platform doing duplicate data entry. It’s a dream come true for small teams already stretched thin on time.

Zoho CRM

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Zoho CRM is a robust tool that can automate many facets of your business while still being intuitive enough to use out of the box. Over 150,000 businesses around the world use Zoho, so it’s only natural that it integrates with Mailchimp. The Mailchimp integration does the standard duty of syncing contacts between both platforms. However, you can also sync it so that all campaigns created within Mailchimp get saved with Zoho’s campaign modules.

Analytics Integrations

To make data-driven decisions about marketing or sales processes, you need access to website, social media, and email analytics. These integrations with Mailchimp ensure that you’re covering all your bases.

Google Analytics

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Google Analytics is perhaps the analytics platform that most businesses are familiar with using. It offers data on almost every facet of your website’s activity, down to even being able to identify the company that visitors are coming from. Its integration with Mailchimp brings that same level of thoroughness to tracking stats for your email marketing. The integration can pass data both ways, sending Google data to your campaign reports and vice versa. This helps give you a more complete picture of conversions, as Google will be able to follow visitors from email clicks to the final purchase. If you create campaign pages hosted on Mailchimp, Google can track the metrics for those as well.

Power BI

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Power BI is Microsoft’s answer to the need for analytics and insights. It’s much more sophisticated and customizable than something like Google Analytics, as it’s able to help enterprises like Heathrow Airport run more smoothly. Still, no job is too small for Power BI. It integrates with Mailchimp to bring that same enterprise-level of detail to analyzing your email marketing. With the Mailchimp integration, Power BI hones in on the most engaged subscribers, which campaigns get opened the most, and other trends that can help you get more out of your email efforts.

Dasheroo

Dasheroo

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Dasheroo lets you compile all of your business KPIs and metrics into one dashboard. No more switching back and forth between Google Analytics and the sales reporting tab of your CRM to find trends or problems with marketing. Dasheroo integrates with dozens of platforms and Mailchimp is no exception. With the integration, you can see overall list health, campaign details, engagement, bounces and unsubscribes, and more all within the Dasheroo platform.

Geckoboard

Geckoboard

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Geckoboard is a close competitor to Dasheroo, letting you create customizable dashboards that teams can see in real-time. Geckoboard is specifically meant to be projected on TVs around the office. This keeps business health at top of mind so everyone is clear on what needs to be done to move forward. The Mailchimp integration can take key email campaign metrics and incorporate them onto the TV dashboard. Whatever data is most important to you and your team, you can select from Mailchimp and project onto the TV for a constant reminder of how your performance is stacking up.

Klipfolio

Klipfolio

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Klipfolio is another real-time performance dashboard for business. Trusted by brands like IKEA and GrubHub, Klipfolio allows you to compile dashboards from apps, spreadsheets, databases, and more. There are over 100 different services available for connection. The Mailchimp integration does everything you’d expect from a product like Klipfolio. It can pull the standard metrics from Mailchimp and import it into Klipfolio’s dashboard, giving your team access to data at a glance. However, with Klipfolio you can also create custom queries to specify unique data sets and time periods to pull from Mailchimp.

AgencyAnalytics

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Marketing or advertising agencies may be interested in integrations to help streamline their client reporting process. AgencyAnalytics helps agencies create analytics reports for clients about SEO, PPC ads, social media, email, reviews, and more. The software integrates with Mailchimp to automatically generate white-label reports about a client’s email performance. Instead of wasting hours each period creating reports about Mailchimp campaigns from scratch, AgencyAnalytics does it for you and sends them to clients with a click of a button.

Automate Your Sales and Marketing Process With the Right Mailchimp Integration

From capturing leads to measuring email marketing performance, there are Mailchimp integrations that can help automate almost every step of your marketing, sales, and analytics process. The only question is, which of these integrations will you take advantage of? For sales teams that are trying to get a more complete picture of who their leads are and which ones they can best help, an airtight lead qualification tool is key. Lead qualification sorts through the hundreds or thousands of people who visit your site after clicking through a Mailchimp email and tells you which ones are most poised to buy. LeadBoxer integrates with Mailchimp in seconds to accomplish this very thing. Request a free trial today.

intent data

What is Intent Data & How Can You Use It?

According to research, the average B2B buyer is already 67% of the way through the buying journey before having extended contact with a salesperson. By that time, they’ve likely formulated some ideas about possible solutions to their pain point. And might even be leaning toward buying from your competitor.

Intent data is the key to identifying those leads sooner, nurturing them earlier in their buying journey, and making more sales. This comprehensive guide will outline the fundamentals of intent data, including:

By the end, you should know exactly how intent data fits into your marketing and sales processes. You’ll also learn how to pick the right intent data supplier for your needs. So you don’t end up with the wrong strategy for your business.

What is Intent Data?

Intent data shows the likelihood that a person or company is in the market to purchase a solution for a pain point. It’s derived from information about the online research contact or account is conducting about a particular topic. As well as context clues that might signal their purchasing intention. Topic and context data are the two main types of intent data. Both rely on tracking cookies, cross-domain tracking and IP addresses to form a complete picture.

Topic Data

If a hiker needs to buy new hiking boots, she may scout online reviews of top brands. Before she ever goes to the store and tries on a pair. Anyone looking at her search history might assume she’s interested in the topic of “hiking boots”. The same is true of B2B leads and target accounts. Forrester claims that 68% of B2B buyers research by themselves, a significant increase from 53% in 2015.

In addition, 47% of buyers viewed 3-5 pieces of content before connecting with someone in sales. Even before signing up for a free trial of the software that might solve their problem, your lead is probably researching their pain point and weighing multiple options. Topic data tells you what they’re researching. There are four types of topic data available.

Anonymous First-Party Behavioral

These are unknown visitors to your company’s site and the actions they take while there. They haven’t yet filled out a form or explicitly revealed information about themselves. However, it’s possible to identify their company by tracking their IP address. unknown visitors A lead generation tool like LeadBoxer can help fill in the gaps and show more contact information about these otherwise anonymous visitors. Consequently giving a more complete picture of who they are and what they’re researching on your site.

Known First-Party Behavioral

These visitors to your company’s site have provided their contact information by filling out a form, therefore they are “known” individuals. Lead generation or marketing automation software can track what pages they visit and other ways they engage with the site.

Anonymous Third-Party Behavioral

These are unknown visitors to sites you don’t own but that might still be relevant to your business. You can track different topics over a network of sites and see what’s most popular.

aberdeen intent data

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If you’re a supplier of project management solutions, and someone from a company that fits your ideal customer profile is reading articles about “project management” on Business Insider, you can access that information through intent data suppliers. A few of which we’ll review in a future section.

Known Third-Party Behavioral

These are visitors to sites you don’t own that have shared some of their contact information. Like with anonymous third-party behavioral, you can access their information and the topics they’re researching through the right supplier.

Context Data

Context data tells you whose intent data is valuable and who only has a passing interest in a topic. There are a few details that are especially useful for establishing context.

Job Title

If a sales professional is researching “sales pipeline management”, it’s possible they’re looking for a CRM tool that can help manage leads. If a marketing professional or content creator is researching the same topic, it may be more likely that they’re putting together a blog, video, or another piece of content on the subject.

Job Postings or Leadership Changes

Job postings and leadership changes can tell you whether or not to reach out to a lead. If you sell advertising services but the target account is in the process of looking for a new marketing director, now might not be the best time to approach them. And if the account has announced the recent hire of a marketing director, it’s a better opportunity to pounce and offer a better option than what the predecessor left behind.

New Funding

A new round of funding is another indicator that a company could be open to new solutions, both because they have a bigger budget and because they may be growing their operation and need more sophisticated tools to manage their company.

New Legislation

Did new legislation just pass that requires an account to operate their company in a certain way, or opens them up to new business? If you have the solution they need in response to these changes, this context lets you know if you should act.

Press

Keep a close eye on accounts that make the news. Press about an expansion of operations or increase in earnings might indicate that they need new solutions, while bad press may mean that they need some space to do damage control before focusing on other things. However, not all bad press is a sign to stay away. If an account makes the news for poor customer service, maybe now is the time to reach out and offer information about your CRM software.

What to Use Intent Data For

There are several uses for intent data, but before diving into the specifics, know that if your competitor isn’t already using intent data, they might soon. Polls show that nearly a quarter of B2B companies are already using intent data, while another 35% plan to use it within the next 12 months. Using intent data in some capacity will become increasingly necessary to stay competitive. These are the main ways that it can benefit your business.

Reaching Leads Early

The most obvious use of intent data is to establish contact with leads earlier in the buying journey. Getting in touch with leads before other salespeople do is one of the biggest ways to get a leg up on the competition; research shows that in 70% of cases, the first salesperson to connect with a lead is ultimately who they give their business to.

Lead Prioritization

Context data can help make a distinction between who is actively researching a pain point and who is just reading about a certain topic without any intention of making a purchase. This information illuminates whether or not a lead fits your ideal customer profile. prioritize leads A tool like LeadBoxer quickly shows you the highest priority leads by allowing you to search by filters such as location, industry, and company size.

Automated Outreach

First-party leads that give off certain signals can trigger automatic marketing or sales processes, such as an email series, that can instantly start nurturing them when it matters most.

Account-Based Marketing

Hone in on what content works best at engaging first-party leads, and what needs more refining.

Personalization of Outreach

By knowing what topics and articles leads are researching, sales agents can personalize how they make contact and develop a relationship with them. They can mention specific topics and establish relevance quickly to capture and hold a lead’s attention.

Targeted Advertising

Get even more granular with your advertising strategy by honing in on leads who give off certain signals. That way, you’re not wasting any of your advertising dollars on people who only have a passing interest but have no intention of buying your product.

Targeted Account List

Develop a list of accounts who are engaging with third-party sites about relevant topics but aren’t yet engaging with your company. You’ll be able to connect with leads who your sales team might have otherwise never considered.

Analyze and Retain Customers

Intent data works with existing customers, too. Monitoring what current clients are researching so you know if they’re thinking about switching to a competitor or if there’s something you can upsell them on. With intent data in your toolbox, you can continue to anticipate and solve problems long after the initial purchase has been made.

How to Obtain Intent Data

There are several intent data vendors out there who can help you access intent data on your site or data available on third-party sites.

First-Party Intent Data Vendors

First-party intent data is nothing new. You may already have access to some thanks to free tools such as Google Analytics. Other vendors can provide you more details about who is visiting your site and turn anonymous visitors into known visitors.

Google Analytics

Google Analytics is a free tool that monitors the activity on a site, such as page views and how visitors arrived at the site. While it can’t identify individuals, it can hone in on IP addresses and show you what accounts are active on the site.

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In the example above, several businesses use branded aliases, making it possible to identify which accounts are visiting a site. However, Google Analytics can’t provide any further context than that. It also can’t go into detail about what the visitors’ unique actions were on the site.

LeadBoxer

LeadBoxer catalogs all known visitors to your website. If a visitor fills out a form, the information they provide automatically populates their profile within the software. LeadBoxer can then calculate a lead score for that person using other data points such as what pages they visited, what topics they seem most interested in, and how engaged they are with the site.

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With this information, you’ll know exactly when to act on a lead. LeadBoxer takes it one step further and can help identify previously unknown visitors. For example, if the visitor didn’t fill out a form but arrived at the site via LinkedIn, LeadBoxer can trace back to that person’s LinkedIn profile and use the information to populate the visitor’s information within the software.

BounceX

Like LeadBoxer, BounceX can identify many website visitors (40-70%) who would otherwise remain anonymous. It then creates personalized marketing experiences – similar to account-based marketing – for these visitors based on their engagement.

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BounceX can automatically engage with visitors who have not yet filled out a form or appear that they’re about to leave the site. In a way, it identifies users who are displaying intent and then begins to nurture them before a sales agent ever steps in.

While sophisticated, BounceX is said to have nearly a $4,000/month price tag, making it a serious investment for most businesses. It also doesn’t prioritize showing you accounts who express high intent but instead tries to let the AI nurture users through website personalization.

Third-Party Intent Data Vendors

If an account is researching topics around the web that are relevant to your product or service, these solutions will help you find them.

Bombora

Bombora can tell you what companies are expressing active intent to purchase your products or services long before someone from that company ever lands on your site. This tool does this by monitoring 6,000 intent topics across 3,800+ publisher websites.

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Bombora only tracks IP addresses, cookie IDs, and company domains provided by the publishers’ registration data. They can tell you what companies are expressing intent, but they can’t tell you exactly which employee is doing the research or who your sales team should engage with. In short, there’s no context data with this vendor.

Aberdeen

Aberdeen bought The Big Willow, and intent data supplier, back in 2018. They offer a lot of the same value that Bombora does but take it a step further by integrating their solutions into Salesforce.

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Companies expressing active intent pop up in the Salesforce dashboard so sales teams know exactly which accounts to jump on. You can also see how those accounts will impact the pipeline. You can also choose to integrate Aberdeen Marketscape, a product that shows all the topic keywords researched by each account showing intent.

This helps establish more context. If you’re not already using Salesforce, getting started with Aberdeen’s intent data (and then Marketscape) might be a little too complicated and cost-prohibitive.

How to Select an Intent Data Vendor

There are several different suppliers of intent data out there. It’s important to work with the one that best fits the needs and size of your company, or else you risk losing time and money. Here are a few considerations to keep at the top of mind when screening vendors.

How many sites are in the vendor’s network?

Ask this question if you’re considering third-party data vendors. The network refers to the websites they monitor, which tend to be publisher sites like Forbes. The larger the network, the better, as this gives them a bigger pool of data to draw from.

How many topics does the vendor monitor?

Third-party data vendors monitor a finite amount of topics. At the time of this writing, Bombora claims to have nearly 6,000 topics in their system, while Aberdeen claims to have hundreds of thousands of keywords at their disposal.

Can the vendor give context?

On its own, a list of names and topics they’re researching isn’t very useful. You need context to know if their company fits your ideal customer profile, as well as what their job title is and if they have any purchasing authority. Third-party data vendors can’t give much context at this time, but some solutions for first-party intent data can.

How to Use Intent Data

Trying to make use of intent data in its raw form is inefficient. Intent data works best when used to calculate a lead score. A lead score is a concise, visual way to describe how promising the lead is and therefore how much it’s worth pursuing them.

Some solutions, like LeadBoxer, will not only capture intent data but will automatically input it into a lead score. You can adjust what data points to use for calculating a lead score based on the needs of your company. set lead score 900

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Here are three of the most important factors to keep in mind when adjusting what data points to use for a lead score.

Fit

This is as simple as asking the question: does this lead fit our ideal customer profile? Are they the right size company, in a certain location, etc.? If an account showing active intent doesn’t fit the mold of your ideal customer, then their lead score will go down.

Intent

Take into consideration not only the topics researched by that account but the frequency and recency of the research.

Engagement

Has this account not only engaged with relevant third-party pages, but with your site or social media profiles? A solid first-party data vendor will be able to track and show you individual actions. Use that information to increase their lead score. track actions The more specific the data points used to calculate a lead score, the more accurate and useful the lead score will be. This will help weed out accounts that aren’t the right fit or are researching topics without having any intent to buy a product or service.

When Intent Data Isn’t Enough

Intent data isn’t a magic bullet for identifying leads earlier. There are limitations to this technology that will hopefully improve as time goes on. Be aware of the following when incorporating intent data into your marketing and sales processes.

When a Visitor is Registered Under the Wrong IP Address

If an unknown visitor to your site or a third-party site is registered under the wrong IP address, you won’t be able to tell what company they work for. This often happens by accident but nevertheless makes it impossible to identify the correct account.

When a Buyer is Conducting Research Out-of-Network

Third-party intent data vendors like Bombora and Aberdeen don’t aggregate data from every corner of the internet. They only draw information from sites within their networks. If a buyer is researching on sites not covered by that network, then you’ll never know.

Decay Rate of Third-Party Data

Given the amount of content people consume regularly, you shouldn’t expect sales agents to always be able to reach out to a lead and reference content they read a week or two earlier.

Third-Party Data Lists Account But No Contacts

Bombora and Aberdeen only list the account, not the contact information of the individual who was searching.

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While it’s certainly useful to know which accounts have an interest, you’re still limited by not knowing who to reach out to.

When Used At the Expense of a Sustainable Sales Pipeline

Relying on intent data is no reason not to have robust marketing strategies that help draw new leads into your sales pipeline. Like most sales tactics, it’s best used in tandem with other processes.

Get an Edge Over the Competition With Intent Data

Intent data is a hot technology that more and more businesses are using to gain an edge over their competitors. By seeing what topics leads are researching, you can reach out to them sooner and have a better chance at closing the deal. While it’s not the end-all, be-all way to keep your sales pipeline full, it is a valuable tool to have at hand.

Third-party intent data still isn’t as precise as some would hope it to be. Vendors can only provide accounts, not individual contacts, and don’t offer much in the way of context data. Third-party data also decays more quickly than first-party data.

Some first-party data is free and already at your fingertips via Google Analytics. A tool like LeadBoxer can keep you apprised of who exactly is visiting your site whether or not they’ve filled out a form. It’s also easy to get context data and use each data point to calculate a lead score, showing you exactly which leads to act upon at that moment.

If you haven’t already started taking advantage of the intent data laying untapped on your site, now is a great time to start. Try a free trial of LeadBoxer today.

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Lead Generation 101

B2B Lead Generation 101: Strategies, Best Practices, and Software

You know that a full sales pipeline is imperative for business growth. Without an airtight system for B2B lead generation in place, you’re sure to slow down your already hard-working sales team.

At first, B2B lead generation might seem like a complex process, but don’t let that discourage you. In this article, you’ll learn the three essential components you must have for an effective system of B2B lead generation:

  • Strategy – the digital channels you use to attract your clients
  • Best practices – the details you must include to make sure those channels work well
  • Tools – the software that will ensure your system is optimized and automated

With these components in mind, you’ll be able to craft a system that appeals to your ideal buyers and starts generating leads quickly and with less effort.

What is B2B lead generation?

B2B lead generation is the process of identifying new prospects for your sales team to pursue. It includes three main stages:

  1. Gaining prospects’ attention and guiding them to your site, often through content marketing or traditional advertising
  2. Capturing their information with a lead magnet, form, or by identifying anonymous website visitors on your site
  3. Assessing that information to determine which are the highest quality leads

An optimized lead generation strategy can deliver increased ROI for your marketing budget by filling a sales pipeline on autopilot. It saves your sales team the frustration of cold calling or cold emailing, helping keep productivity and morale high.

The Top Strategies for B2B Lead Generation

There are several different strategies for gaining prospects’ attention. Which of the following or combination of the following you should use will depend upon the online behavior of your ideal buyer.

Social Media

Facebook has several different ad formats, but rce

If the user is interested in learning more about the product or service, they click the ad and a form appears. Facebook pre-populates the form with their information so there are only a few taps between you and a newly qualified lead.

Secret Entourage, a mentorship service for entrepreneurs, reportedly restructured and streamlined their ad strategy by focusing on Lead Ads. Compared to their original campaign, the new one led to 40% more purchases with 88% fewer ad sets. They were also able to lower their cost per purchase by 10%.

While this case study shows promise, the average click-through rate (CTR) of Facebook ads for B2B companies is 0.78%. While the average CTR across all industries is 0.9%.

LinkedIn

A more effective platform for social media ads may be LinkedIn. Source

Although similar in form and function to Facebook image ads, LinkedIn ads are proven to generate more leads for B2B companies. According to the company’s content marketing blog, 80% of B2B leads generated through social media come from LinkedIn.

It makes sense why. A sizable chunk of LinkedIn users are in the position to make purchasing decisions for their companies. Of its 500 million members, 61 million are senior-level influencers and 40 million are decision makers.

Several case studies back up the claim that LinkedIn is the king of B2B marketing on social media. Simplus, a Salesforce partner, saw 70% of their website form fills come directly from LinkedIn. As a result, they’re shifting most of their ad spend to the platform.

HubSpot took a look at their customer’s results with LinkedIn Sponsored Content and found similarly promising results:

While LinkedIn has a higher cost per click (CPC) than Google Ads, the conversion rate is twice as high. This leads to a lower cost per lead overall.

PPC Ads

Don’t write off Google Ads or other pay-per-click (PPC) ads just yet. These are some of the most popular channels for lead generation. And there are benefits to having them as a part of your lead generation strategy.

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The average conversion rate for B2B industries is 3.04% in the search network and 0.8% in the display network.

While both the CTR and conversion rate for B2B ads is lower than most other industry averages, there are countless case studies out there that demonstrate the effectiveness of PPC ads for B2B businesses.

Digital marketing agency SevenAtoms executed a campaign that included Google Ads for Imperva Incapsula, a cyber security SaaS company. The results speak for themselves:

Mn this case, it definitely paid for Imperva Incapsula to have an experienced agency on their team to get the most out of their PPC ad budget.

If you’re interested in other PPC ad options, consider review directories such as FinancesOnline, G2, or Capterra. These platforms can have lead conversion rates as high as 24%. Making them solid alternatives for companies who are more concerned about their budget.

Capterra is a review directory dedicated to software, making it the perfect choice for SaaS companies. In Capterra, companies can pay to be a sponsored post so they rank at the top of a search:

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The “Visit Website” button in this example takes visitors to a landing page tailor-made for that ad. Leads acquired through this channel are clearly searching for a software solution, making them highly qualified.

Blogging

Blogging is a popular method of content marketing for B2B companies, and for good reason. It gives businesses a chance to:

  • Answer prospects’ questions
  • Demonstrate their expertise
  • Show what makes them unique in a sea of competitors
  • Provide excellent service before any money has ever changed hands

To a potential customer, all these qualities can help increase their trust in your business. Provided you give them an opportunity to fill out a form for more information somewhere within the blog post or on the page, blogging can be an effective way of collecting leads.

Oren Smith from Source

They were also able to increase organic traffic by 182%, ensuring that their visibility on search engines would continue to grow.

HubSpot also knows that blogging is a major asset for their business. 90% of their leads each month come from posts on HubSpot that were published months or years ago.

Email

No matter the changing trends in social media or content marketing, email and email tracking pixel continue to be a valuable form of lead generation and nurturing. For every dollar spent on email marketing, businesses can earn $43.

In order to stand out, it pays to be thoughtful about the quality of emails you’re sending. There’s no sense in flooding a subscriber’s already crowded inbox.

Hammock, a B2B content marketing agency, thought creatively about its newsletter. It came up with the !dea Email, or one “bright idea” in a single email. Each email includes a single landscape image accompanied by about 350 words of copy.

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By focusing on a simple, interesting concept sent every two weeks, Hammock was able to boost their open rates by 48%. They cut through the clutter of subscribers’ inboxes by adhering to the principle of more is less.

The 8 Best Practices for B2B Lead Generation

Now that you know the strategies of lead generation, it’s time to hone in on the details. These best practices will make sure your system for lead generation is airtight.

Tailor Marketing to Different Buyer Personas

Your business should have at least one buyer persona so that you know exactly how to structure your marketing and lead generation efforts. Knowing your ideal buyer will help you know where you should direct your ad spend. And also what kind of content you should be creating to attract them.

Not all prospects with decision-making or purchasing power will have the same online behaviors. For example, Pew research found that Twitter usage among U.S. adults drops as age increases. On the other hand, 61% of LinkedIn users are in the 30 to 64-year-old age range. You may be able to reach some mid-level decision makers on Twitter, as well as some senior-level influencers on LinkedIn.

Be Mobile-Friendly

If there’s only one best practice to follow, let it be this one.

In 2018, 52.2% of all website traffic worldwide was generated by mobile users. That means there’s a good possibility that over half of the visitors to your site could be viewing it on their phone.

If your site isn’t built to be mobile-friendly, then chances are you’re losing a devastating amount of leads – and sales.

Optimize Your Website

 

Even if your site has a professional design and is mobile-friendly, you still might be losing visitors before they have a chance to become viable leads. Use Google Analytics to view an overview of behavior flow so you can see exactly where and how much traffic is dropping off.

This will help you hone in on what pages are attracting and retaining visitors, and what pages still need some work. You can then use tools like Hotjar (discussed in a later section) to get even more specific and discover exactly what elements on a page are working well and what needs to be updated.

Use Video Content

There are a few powerful statistics that suggest that video content can drive significant traffic for your website. A white paper from Cisco states that internet video traffic made up 69% of all global consumer internet traffic in 2017.

Meanwhile, a report from HubSpot showed that when given the choice to skim or consume thoroughly, 55% of users will pay close attention to video – more than any other type of content analyzed.

Create Long-Form Blog Content Consistently

Just because video is a powerful content marketing tool doesn’t mean that you should ignore blogging. Long-form content is still king when it comes to generating traffic from search engine results. In fact, posts with at least 2,000 words are more likely to rise to the top of search engines than any other article length.

Keywords alone won’t ensure the top spot on search engines. To increase your ranking, create high-quality articles and guides on a regular basis so that Google knows your site is relevant and engaging. This also increases your brand awareness and credibility with leads.

Capture Leads on Every Site Page

Your blog and video content gives visitors a reason to come to your site, so be sure to give them an opportunity to stay. At least one newsletter sign-up form, comment form, trial sign-up button, or other lead capturing form should be available on each page of your site.

To make capturing leads through forms even more effective, structure your content so that it naturally segues into the sign-up form. Be sure to test and analyze how well each page or post is at capturing leads, then adjust accordingly

Use Lead Magnets

Lead magnets are offers such as white papers, ebooks, or other free resources that are used to entice visitors into giving you their information. These resources also help you qualify leads, as they can help indicate the lead’s needs and pain points.

To create an irresistible lead magnet, follow these examples and come up with a resource that solves a problem, is specific, easy to digest, and has high actual and perceived value.

Score Captured Leads

Not all leads are created equal. Lead scoring is the process of generating a number, typically between one and 100, that shows just how qualified that lead is. The process can be done manually with a formula, although this is time-consuming and has a lot of variables.

Luckily, there are some options for automating the lead scoring process, as you’ll see in the next section.

The 8 Best Tools for Optimizing B2B Lead Generation

All these strategies and best practices might seem overwhelming, but there are several tools to help you automate, execute, and optimize your lead generation strategy. Best of all, many of these tools are free or free to get started.

Best Lead Scorer: LeadBoxer

LeadBoxer doesn’t just score leads captured through forms or lead magnets on your site. It’s able to identify 50% of site visitors who would otherwise remain anonymous. Not only that, it can populate data such as contact information, the prospect’s industry, and their specialty.

LeadBoxer also tracks visitors’ online behavior while they engage with your brand (website visits, social media engagement, email opens, ad clicks, etc.) It uses this information to automatically calculate a lead score, which tells your sales team who is most likely to convert.a

This saves your team time, increases sales, boosts morale, and ultimately saves you money.

Best Landing Page Creator: Instapage

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Price: Professional Plan – $11.25/month, Turbo Plan – $41.25/month

Free trial: Yes + limited free forever plan

What it’s all about: LimeLeads is a great tool for sales prospecting as it doesn’t cooperate with fake data.

The tool was built by a bunch of B2B marketing veterans that were sick of a lack of credible data being available. Its main goal is getting you prospect lists that are accurate.

The tool integrates with CRMs and will enable sales teams to put together a list of prospects in 30 seconds or less.

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Thanks to an intuitive interface and a slew of features, Instapage is the perfect tool for building landing pages that integrate seamlessly with your PPC advertising campaign.

You can easily optimize pages for lead generation by using features like heatmaps, A/B testing, mobile-responsive pages, and drop-in pixel tracking for easy remarketing. Best of all, Instapage’s drag-and-drop interface is user-friendly, negating the need for a web designer to get your campaign started.

With Instapage, you can create several landing pages that are individually tailored to target unique buyer personas, all with a few clicks of the mouse.

Best Site Optimizer: Hotjar

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While Instapage has several features that help you create optimized landing pages, you need to make sure the rest of your website is working just as hard for your business. A well-optimized website is an essential part of the user experience and can generate more leads, regardless of whether or not they discovered your brand through a landing page.

Hotjar tracks users’ journeys through your site and shows you exactly where they’re dropping off and why. Powerful tools like heatmaps, visitor recordings, form analysis, and feedback polls eliminate all the guesswork about why certain visitor behavior is happening and what can be done to improve their journey.

Best Social Media Automation: Buffer

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A robust social media presence helps your business establish credibility and trust. Luckily, you don’t need an overly complex strategy or need to devote a lot of time and manpower to sustaining your social presence.

A tool like Buffer keeps all your posts organized and automated. Use it to schedule posts in advance, then review the analytics to see how well posts are performing.

Buffer also collects conversations from your followers in one inbox, making it easy to respond to questions or comments about your business.

Best Content Planner: Google Analytics and Keyword Planner

Creating high-quality blog content that visitors will find extremely useful and interesting is one of the best ways to attract new leads. Free tools like Google Analytics and Keyword Planner can help you pick article topics that are sure to perform well.

Keyword Planner is actually a function of Google Ads, but it can help you pick blog topics, too. Use it to check out average monthly searches and competition for a potential keyword and its variations. You can quickly see if there’s an interested audience, room to rise to the top of the search page, or a keyword variation where your future content might perform better.

With Google Analytics, you can observe user behavior on your site and see what content you’ve previously published is performing the best. With this insight, you can plan follow-up content to build on the success you’ve already had.

Best Email Drip: Mailchimp

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One of the best ways to nurture leads and keep your brand top-of-mind is through email campaigns.

Mailchimp makes it easy to visualize, create, and test welcome email sequences designed with conversions in mind. It also collects and analyzes information about how subscribers are interacting with your emails. Helping you optimize and create more effective campaigns.

Mailchimp integrations with most of the tools in the average B2B marketing stack. For example, data about your subscribers’ email behavior can automatically sync with lead scoring software like LeadBoxer. By this giving you even more insights about leads.

Best CRM: HubSpot

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A customer relationship management (CRM) tool is necessary for tracking potential prospects and keeping a record of all their details.

HubSpot’s sales software is an extremely powerful tool that starts at $0/month. It’s able to track lead behavior on your website, then send personalized email sequences based on their actions.

HubSpot also tracks where leads are in their buyer journey, helping you visualize your pipeline at a glance. Integrate HubSpot with some of your other tools, such as LeadBoxer, to get an even better idea of who’s ready to convert and who needs a little more nurturing.

Best Pitch Assistant: Crystal

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It’s time to turn your leads into clients. Take all the guesswork out of how to pitch to them by using a tool like Crystal.

Crystal analyzes a prospect’s LinkedIn profile, then provides actionable insights about their personality based on what kinds of posts they’re writing and engaging with. It also collects the feedback of people who have previously interacted with that person, increasing the accuracy of the assessment.

Use Crystal to decide the best ways for communicating with a prospect, that way you’re never flying blind when entering a sales meeting.

Grow Your Sales with Strategic B2B Lead Generation

Automatically generating leads for startups and others is the key to closing more deals and growing your business. There are several different strategies you can take. But the ones you choose will ultimately hinge upon the online behavior of your ideal buyers.

By following the best practices and using some of the tools outlined in this article, you’ll soon have an optimized, automatic system for generating and scoring leads that keeps working even when you’re not. Sales enablement tools can help you make this process even better.

The next time you log back on, there’ll already be several prospects with high lead scores ready for you to reach out to.

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Leadfeeder vs Lead Forensics

Leadfeeder vs LeadForensics vs LeadBoxer

Your company has a website up and running, the blog is full of valuable content, and your sign-up forms are ready to go. But without lead identification and generation tools, you don’t actually know who is visiting your site. As a result you have no idea what they are interested in, or how to push them down your sales funnel. Lead identification software enables your team to convert visitors into leads, and leads into customers. And LeadBoxer is a powerful lead identification tool — but it is not the only one. Certainly it can be time-consuming to look through different lead generation tools to know which solution to invest in. So we’re here to make it easier for you. In this article, we’ll cover three popular options for lead identification software: Leadfeeder vs LeadForensics, and LeadBoxer.

In other words, we will break down the features, pricing, and unique qualities of all three. After that you’ll have a clear picture of what these solutions can do for you.

LeadBoxer 101: Meet Your Visitors, Capture Leads, and Boost Sales

LeadBoxer is a lead and customer identification tool that automatically identifies your website visitors and their companies. It can measure visitor traffic engagement with your site and emails — whether they are new visitors or logins. Most importantly, LeadBoxer gives you automatic insight on their companies, their company contact information, details on their industry, their LinkedIn profile. And then calculates a leadscore. All of this before they have filled out a form.

Moreover, all identified leads, including those who have been identified by email or submitted their information on a form, are automatically ranked with a leadscore. And with LeadBoxer, you can track all interactions with your online and email touchpoints.

What Else LeadBoxer Has Got to Offer

You can see leads’ interactions with pages, email opens and clicks, contact forms, sign-ups, PPC click-throughs, and downloads. In addition, when the lead information is ready to be passed on to your other tools, LeadBoxer exports the information to your CRM, sales software, collaboration tools, or task management tools.

Most importantly LeadBoxer can be set up in a matter of minutes. All you have to do is sign-up for the free trial, receive your Lead Pixel, and insert that Lead Pixel into your site. And then you will get immediate, real-time results on your leadboard. So once you are signed-in, you will see your leadboard. This leadboard lists all your leads, their leadscore, and all relevant information:

.And if you want to continue after your free trial, all you have to do is sign up for a subscription plan.

However, LeadBoxer is not the only lead identification software on the market which you can use for sales enablement purposes. Leadfeeder and Lead Forensics are two alternatives that marketers and sales reps consider before making their decision. Here is a comparison of the three solutions broken down by features, pricing, and unique sales propositions.

Key Features of Lead Identification Software

In short, there are some key features of any lead identification software to keep your eyes out for. And before jumping into each software, it will be good to have an understanding of what the key features are and what they do.

  • Automatic visitor identification: identify your site visitors by name, company, and links to social profiles.
  • Lead Scoring: rank visitors and/or leads based on activity and other information.
  • Email Alerts: be notified about dream customers or lead updates.
  • Page Tracking: track how long leads are on certain pages, where they came from, where they go to next, what they click on, etc.
  • Integrations: different software integrate with tools you already use like Google Analytics, CRM solutions, Sales Solutions, Email Management Platforms (Mailchimp Integrations), Collaboration Tools, etc.
  • Compliance: is up to date with the latest regulations, like the GDPR.

Leadfeeder vs LeadForensics vs LeadBoxer Features

LeadBoxer Features

LeadBoxer features work together to bring a holistic picture of leads to both your sales and marketing teams. And this helps you to work on lowering the cost per lead too. These include:

Automatic visitor information and lead scoring. LeadBoxer ranks visitors and automatically updates rankings when visitors fill out forms.

It captures leads and integrates them into the viewing platform.

Leadboxer tracks their customer journey and data. This solution tracks all their web and email behavior.

LeadBoxer sends you notifications for when a lead is ready-to-buy.

So companies can set custom scheduling based on custom segments. To then route this information to relevant team members. Most importantly, team members will be notified when data shows that it is the prime time to talk to the email leads.

Other LeadBoxer Features Include

  • Email & Newsletter tracking.
  • Full Data Search.
  • Auto Form Tracking.
  • Campaign Tracking.
  • Traffic Dashboard.
  • GDPR Compliance.
  • Share and Assign Leads.
  • Lead Tags or Labels.
  • Channel Groupings and Source.

LeadBoxer integrates with 25 business solutions that you probably already use. This includes popular CMS, communication, CRM, marketing automation, and other business solutions:

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 Leadfeeder Features

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Leadfeeder is a website visitor tracking software platform. To clarify, it tells you who your visitors are, where they come from, and what they are interested in. Moreover Leadfeeder offers alerts when your target companies visit your site. And then software breaks their features down into four action areas: identify visitors, see what they look at, get email alerts for when they visit, and send leads to your CRM.

Above all this software integrates with Google Analytics to identify the companies that visit your site and how they engage with your pages. Most importantly, Leadfeeder provides company contact information and shows if your users have LinkedIn connections with any of their company representatives. And this solution is also GDPR compliant. Teams have unlimited amount of users on this solution, no matter the plan.

Leadfeeder integrates with twelve other business solutions, including MailChimp, various CRM solutions, Pipedrive, Slack and more.

Lead Forensics Features

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Lead Forensics allows companies to see their visitors in real-time. This solution can identify anonymous visitors and provide the company, contact information, demographics, search behavior, and financial data. To clarify, the goal in using these features is to “convert ready-to-buy prospects, before your competitors even get close.”

This solution features lead scoring, auto-assigning of leads, notifications, labeling dream customers, and a customizable portal. And it helps sites convert visiting traffic into leads, track them from their first click to sale, and measure digital ROI.

Lead Forensics integrates with Salesforce, Zoho, Microsoft Dynamics CRM, Workbooks, and Infusionsoft.

Leadfeeder vs LeadForensics vs LeadBoxer: Comparing Pricing

LeadBoxer Pricing

LeadBoxer offers a two-week free trial. After that, pricing is based on monthly or annual subscription plans. The Starter plan starts at $79 per month (billed annually). Business Plan is $199 per month (billed annually). The Corporate Plan is $399 per month (billed annually).

Leadfeeder Pricing

Leadfeeder offers a free “Lite” plan that only shows 7 days worth of leads. Premium pricing is based on the number of leads you have:

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Lead Forensics Pricing

Lead Forensics offers a free week-long trial. Based on this trial, Lead Forensics will understand how much traffic your site receives and will determine pricing for a future contract based on your volume of visitors. To learn more, you must contact Lead Forensics directly.

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What Makes LeadBoxer, Leadfeeder vs LeadForensics Unique?

After delving into the research, it can be hard to determine what features differentiate these solutions. And even though there is significant overlap in use cases, each tool is different in some way.

LeadBoxer: Bringing Sales and Marketing Together with Data

LeadBoxer stands out from competitors because it acts as a bridge between marketing and sales teams. For example, it stores all visitor, lead, and customer information in one platform. Unlike other lead identifying tools. LeadBoxer doesn’t just track online visitors. For instance it also keeps tabs on all email activity of the companies on your newsletter list. And knows when leads are signaling that they are ready to buy or are up for contract renewal.

So your sales team will know exactly when to reach out to them and have the details they need to make the right pitch. Not only that, but LeadBoxer informs your sales reps of when to push up-sell opportunities, which other solutions of its type don’t do.

The LeadBoxer team has more than a decade of analytics and software development experience. And for this reason, this solution uses its own algorithm to boil all the data down to a simple view for clients. Ask the search tool any data question, and you will find the answers you need.

Leadfeeder: Putting GA to Use

Leadfeeder does not have its own algorithm. But uses Google Analytics data. So customers don’t have to install a pixel — they only need access to their Google Analytics account.

Leadfeeder offers a unique tool that filters out leads that aren’t that interesting or valuable for your team. As a result you don’t have to sift through visiting bots or visitors who certainly won’t buy your product.

Lead Forensics: Dedicated to Customer Success

Lead Forensics offers many of the features that LeadBoxer and Leadfeeder do. But it’s unique because their solution comes with a customer success manager for each client.

Most importantly, they offer consultation and proactive support to marketing and sales teams on how to use this tool to generate the most ROI.

LeadBoxer vs Leadfeeder vs LeadForensics Takeaway: Keep Your Goals in Mind

Capturing qualified leads doesn’t happen overnight. To sum up, your website, online content, chat bots, social media campaigns, email newsletters, email tracking pixel and advertising efforts all work together to attract clients.

But once your prospects visit your site, it is up to you to use the most powerful tools. Which can identify visitors, capture leads, and track the success of your content. And lead identification and generation software provide a path for visitors to become customers but you’ll need s lead strategy too. It’s up to you to determine which software will work best with this goal in mind.

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customer journey map

How to Create a Customer Journey Map: Everything You Should Know

The key to giving your customers a great experience is to walk in their shoes. And by empathizing with your clientele and understanding their motivations, your company will be able to drive product design and service based on what customers need most. As Kevin Stirtz says, “Know what your customers want most and what your company does best. Focus on where those two meet.” And a customer journey map is one tool that can help you look into customer behavior, motivations, and needs. Most importantly, this knowledge will help improve your relationship with customers, boost sales, and help you accomplish your business’s goals. So in this article, we’ll cover the following questions you may have about customer journey maps:

What is a Customer Journey Map?

A customer journey map is a visual representation of the stages a customer takes before accomplishing a certain goal a company has for them. To clarify, it takes into consideration a customer’s pain points, emotional needs, and actions. So this type of map illustrates the customer narrative as they engage with a brand.

Most customer journey maps look at the entire customer lifecycle. Starting with the introduction to the brand and continuing to post-sale support services – with all the steps in between.

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Often, these stages are displayed in a linear fashion. However, a customer’s engagement with a business is not always so simple. And graphs can display cyclical customer journeys or journeys through multiple channels.

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Companies can take this opportunity to creatively communicate analogies about how different leads interact with the brand, such as through a tornado analogy:

Common Elements

Though customer journey maps can vary, they have shared essential components. Here are the following elements that the diagrams will have in common:

  • Persona: A profile of the brand’s clients, offering demographic and psychographic information. Companies usually have diverse client groups. So each customer journey map should be catered to each unique persona that the company wants to learn more about.
  • Designated Touchpoints: Important moments when clients interact with the brand. (Paid advertisement, sign up form, social media engagement, a purchase, etc.).
  • Moments of Truth: Touchpoints that can make or break it for a customer.
  • Performance Indicators: Evaluative factors that measure how customers are responding at certain touchpoints. To clarify, these often measure the customer’s emotional state or satisfaction levels along their path.
  • Visuals: The visual element of the journey map displays the path the customer takes on their journey. In many cases, this can be a linear illustration. In other cases, it makes more sense to show the cyclical nature of the customer cycle.

These diagrams are not internal pipelines, sales processes, or any other funnel your business might create from a developer point of view. These are purely focused on the customer experience. And visual demonstration needs to make sense for your company, product, and most importantly, your customers’ perspective.

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Why Should you use a Customer Journey Map?

As Sam Walton wisely said, “There is only one boss. The customer.”

And with that in mind, companies know the importance of understanding their customers. There is no use in designing a product without understanding those who will potentially use the product. In other words, what their needs are, what their communication style is, and how they feel about the product in their life.

Companies that take time to study and analyze real data on those they serve yield better results. And brands that strategically map the customer’s journey showed a 24% increase in return on marketing investments and reduced service costs by 21%.

On the other hand, assumptions about a customer base can be the downfall of a company. Take Shyp for example.

Shyp had a great idea for easy and cheap package delivery services for individuals. But neglected the fact that people don’t actually ship personal products very often. Building a financial model around what could’ve been, rather than the customer’s reality, led to the ruin of a startup with high potential.

What can we gather from this information?

So assumptions lead to failure, or at the very least, large loss of opportunity. Data and real customer insight can lead to significant returns.

Certainly, journey maps are critical in knowing customer realities. And this is the most important information to have when running a business. Other benefits of journey maps include:

  • Improved customer engagement.
  • Improve customer-centric practices.
  • Departments working together better and reduced gaps between silos.
  • Assessing effectiveness of touchpoints and teams responsible for them.
  • Improve your inbound marketing and lead qualification approach.
  • Provide framework for assessing customer experience ROI.

Types of Customer Journey Maps

There are several different types of customer journey maps. Here are four main frameworks to consider when organizing a potential diagram.

Current State

Current state maps are an honest assessment of the present experience users have when interacting with your brand. And this is not a graph showing the ideal way a customer would move through the pipeline. But rather the current reality. In other words, the journey map shows how certain touchpoints are succeeding or failing.

Are clients falling through the cracks on social media? Are they dissatisfied with customer service? How are email campaigns performing? Current state diagrams can give you the answers you need to improve the customer experience.

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Future State

Future State maps are what you would like the customer process to be. This type of mapping is helpful for communicating to different departments the ideal process for achieving customer goals.

Future state maps are not primarily based on current data. Instead, designers use their imagination and customer empathy to anticipate what users will experience after certain decisions are put into practice or marketing material is produced.

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Day in the Life

The goal of this type of map is to show what the daily life is of specific personas. These maps dig into the pain points of customers, their motivations, their emotions, and what they need from a product throughout their normal daily routine.

They are also helpful in understanding specific demographics and their behavior at certain points during the day.

Marketers can learn when personas are distractedly browsing on social media and likely to make a purchase or when they are stressed trying to get kids to school. Knowing the timing of a particular email or message can make all the difference.

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Blueprint

Blueprint graphs are based on another current or future state map. They also include systems, processes, and tools that are used to bring all elements of the customer experience together.

They give a more detailed picture of how the customer is actually engaging with the company, allowing for deeper insights into pain points and the necessary support needed.

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Case Studies of Journey Maps That Work

Businesses have different strategies, different demographics, and different products. Each company will have to determine which touchpoints and associated factors they want to understand. Different factors can include:

  • B2B vs B2C business models
  • Subscription-based vs transactional services
  • Size of scale
  • Types of personas

Because journey maps are tailored to the specific needs of each individual company or department within that company, we are going to take a look at three case studies that provide insight into how these maps can allow business people to walk with their clients.

The YMCA

The large YMCA branch in the Greater Twin Cities undertook the process of customer journey mapping in order to improve member wellbeing and loyalty. This business model is based on subscription services. Customer journey mapping was a valuable tool to grow customer retention rates.

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After leaders met and agreed that putting the customer first was a top priority in their organization, they put their heads together to make hypotheses about their customers and to determine which personas they were going to study and within which parameters.

Research led to the development of different personas and richer understanding of their motivations, pain points, and moments of truth.

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After gathering and organizing customer insights, the Y was able to put their new knowledge into action. This has lead members to greater trust in the Y and a greater user experience.

A Health Insurance Provider

An anonymous health insurance provider needed to conduct customer mapping with the passage of the Affordable Care Act (ACA). This company was interested to see how certain personas were choosing health coverage and their behaviors before deciding.

This image is not the exact customer journey map used but is a close hypothetical example:

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The insurance company found that different personas could not be treated equally.

Some groups wanted to do most of their research online, whereas others wanted human interaction with a support specialist before committing to this insurance company.

The company was better able to field questions that each persona asked and understand what channels to use when communicating with potential clients.

Amadeus ePower

Amadeus ePower is an online travel booking engine. When this company prioritized understanding their customers’ journeys, they saw great change in their organization.

When starting the mapping process, Amadeus aimed to learn more about their website usage across the customer journey, unmet customer needs, and to generate ideas based on these findings.

Their customer mapping project took place over five weeks. The process started with determining personas, which included travelers and travel agents, and doing interviews with real customers. They also used previous research they had already collected.

Secondly, they conducted a workshop with stakeholders where they identified key elements of their map and created potential illustrations. After this, consultants and their creative team used these ideas to create the final customer journey maps.

In this case, the company had two specific personas so they made two separate customer journey maps.

This is what their mapping process looked like:

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According to Tran Dzien Nguyen, Head of Amadeus’s Online Solutions, “Customer journey mapping has changed the way we perceive unmet needs and approach the development process…it’s a game changer for us.”

These three businesses serve different customers with varying needs. Going through the process of customer mapping allowed these companies to organize their customer data into an easy-to-understand, big-picture diagram.

These clear illustrations enabled the businesses to know the different types of clients they serve and how to cater to their needs.

Steps to Create a Customer Journey Map

Designing an easy-to-read and informative map can be a daunting process. The key to yielding a successful result is to develop the map one step at a time. Here are seven necessary steps to build your map:

  1. Prepwork
  2. Setting Objectives
  3. Discovering and Defining your Personas
  4. Determining Touchpoints
  5. Identifying Performance Indicators
  6. Do the Research
  7. Put your Map to Use

1. Prepwork

First things first. Executives have to come together and show buy in. Stakeholders need to believe that customer journey mapping is important enough to warrant company time and resources.

Once all key players have agreed that understanding their customers through this process is necessary, they will need to have specific conversations to direct the rest of the project.

Some key topics stakeholders need to discuss include:

  • Why is this project important?
  • How many resources will be allocated to the journey map?
  • Does our company need advice from professional consultants?
  • What time frame will be given to this development?
  • What conflicts or challenges might arise with this project?
  • Which type of map will be most useful for our company?

2. Setting Objectives

Once your team is committed to understanding the customer journey, leaders will need to determine what the goals are for the map.

The objectives chosen will be influenced by where the business is struggling or experiencing change, what research and pre-existing assumptions they have and the vision they have for the future of their company.

3. Discovering and Defining Your Personas

Companies often think they have a good idea of their customer base, but when they take a closer look, they find surprises.

A critical part in the mapping process is doing research on the types of customers a company has. Once they have determined the different segments of their client base, they can determine which personas they want to narrow their journey map on.

Not all personas will experience one company in the same way. To yield the most benefit of a customer journey map, each map needs to be tailored to a specific customer profile.

4. Determining Touchpoints

Working in groups to brainstorm all the different touchpoints a customer experiences can be helpful. In this day and age, customers are being funneled to companies through multiple channels and each channel needs to be noted and later measured.

Sign up forms, social media engagement, emails, call centers, and organic traffic online, all need to be considered and evaluated. During your research, it will be clear which of these touchpoints are often moments of truths.

Understanding how touchpoints are working or where inefficiencies lie is key to understanding why retention rates are down, why customers abandon their carts at the last moment, or any other common experience that is trending within your company.

5. Identifying Performance Indicators

As a team, leaders need to put their heads together and determine what they want to measure when a customer engages with the brand. Usually, these factors include:

  • Customer Actions
  • Thoughts
  • Customer Emotions
  • Motivations
  • Points of Frictions

6. Do the Research

Once you have decided which touchpoints and customer factors you want to chart, it is time for the legwork of the project: research.

For compiling an effective map, there is a place for both quantitative and qualitative research.

Quantitative customer research can be pulled in from customer data platforms.  A platform like LeadBoxer can help you identify your website visitors and track all your website behavior and online activity.

This solution has the ability to capture visitors’ contact information before they make contact. This allows sales teams to track their journey whether or not the visitor has signed a form.

Qualitative research consists of interviews with smaller groups of people (or “Focus Groups”). This research can be useful for getting a deeper look into the emotional state, needs, and thoughts of clients that quantitative data has a hard time capturing.

7. Put Your Map to Use

Journey maps should be actionable and relevant to different stakeholders. Find a simple way to illustrate multiple factors that will compel leaders with different perspectives to action.

This journey map focuses on one persona, has quantitative and qualitative feedback displayed, includes various performance indicators, and has a section with opportunities listed:

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With all the research and data organized in a clear way, it will be easier to convince stakeholders why certain actions need to be taken and what opportunities the organization needs to take advantage of.

Another good idea to convince fellow stakeholders to make change is to take the customer journey yourself when possible.

Teams that go through all of the customer journey themselves will have an enhanced understanding and empathy towards the customer every step of the way. After all, we are all human and have some shared expectations of modern technology, customer service, and other business practices.

Once actions are put into place, your team will need to decide when and how to evaluate the changes. Customer journey maps will need to be updated periodically to show how changes have impacted the customer.

Customer Journey Map Templates

As we saw in the case studies, every company has a different path when building their customer journey maps. There is no one size fits all approach with this process. Though different companies will have to shape their diagrams uniquely, looking at different templates can be helpful when designing your own map.

When deciding on a template, be sure to keep these considerations in the back of your mind:

  • The template must be persona based
  • The type of journey map must make sense for the goals of your organization
  • Design can incorporate the customer phases specific to your brand
  • There is space for the touchpoints and evaluative indicators your team determined
  • Both qualitative and quantitative data is incorporated
  • Actionable items are displayed

With these factors in mind, continue reading to get a sence of the templates that could be modified for your business.

Current State and Future Map Templates

Current and Future Map templates will appear similar. The only difference is that the information your business puts in will represent the present reality or what your business expects to see in the future.

This template can be downloaded for free from Interaction Design Foundation:

Here is another from MightyBytes:

Day in the Life Map Template

A Day in the Life Template will include customer insights from their daily life. Here is a simple template to get started:

Service Blueprint Template

A service blueprint can be a good graph to have alongside a current or future state map. These diagrams show what physical evidence is used to give the customer their experience.

For example, this would include staff, product, physical tools, or any other tangible tool that is along the customer path. Service blueprints usually include front-stage interactions, back-stage interactions, support processes, physical evidence, and customer actions.

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Remember: The Customer Knows What They Want

At the end of the day, it is the customer who determines if your product is worth spending money on or not.

Some products, like B2B services, take an entire team of people and extensive research to agree on a subscription. Other business models rely heavily on impulsive buyers. No matter what type of business you are in, what matters most is happy customers.

Knowing what customers want, need, and feel is the most essential part in ensuring their happiness. A customer journey map will help you get a lot further down that road

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qualify a sales lead social

Lead Qualification 101: How to Identify the Best Sales Leads

Pop culture would have you believe that the most important part of any sales journey is the art of closing a deal. Equally important, however, is how you open it. Pursuing only the most viable prospects with the need, authority, and budget to purchase your product is a winning recipe for securing new accounts. Lead qualification is an essential part of this recipe. But what exactly is it, and how do you do it?

In this article, you’ll learn how to qualify a sales lead from the moment they first visit your website all the way through to after an initial discovery call. With the information you gather, you’ll be able to effortlessly determine which prospects are worth pursuing and which aren’t, saving you time and money.

Use the links below to navigate to each section:

What is Lead Qualification?

Lead qualification is a process of marketing and sales teams working together to forecast the likelihood that a prospect will ultimately make a purchase. It occurs at every stage of the sales journey and ultimately decides if the prospect will be funneled down the pipeline.

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The first step of lead qualification happens during the inbound marketing stage. At this stage, your company’s marketing team captures contact info via site visits, email subscriptions, email tracking pixel or social media, then decides if the lead fits the profile of your company’s ideal customer.

This qualifies the prospect to move on to the next step, which is a discovery call from a sales rep. The sales rep leads a conversation that reveals the prospect’s needs, project timelines, purchasing authority, and any budgetary constraints.

Information gathered during a discovery call further determines if the prospect is viable of the time it takes to craft a proposal, or if you’re better off pursuing someone else’s business.

Why Lead Qualification is Important?

Lead qualification is important because it saves you time, energy, and ultimately your bottom line. It occurs very early in the pipeline, ideally when you’re making initial contact or even beforehand. It helps you determine:

  • If the prospect is in the right industry and territory to benefit from your product
  • And if they have a need your product can solve
  • If the person you’re talking to has the budget and authority to make a purchasing decision
  • If there is some way you can provide value over your competitors or the prospect’s current vendor

But if the lead doesn’t meet your criteria for what makes a qualified prospect, then you can disqualify them. Disqualification may sound like a bad thing, but in reality it saves you time and allows you to focus on more promising contacts.

Bottom line, lead qualifications allows you to quickly assess whether or not you’re talking to a person that has any real intent in buying what you’re selling. This can also help make sales reps more efficient, productive, and motivated. Without it, you could waste time talking to people who will never close, and no one wants to feel like they’re just spinning their wheels.

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How to Qualify a Sales Leads Using Lead Scoring

Lead scoring is a process of assigning a point value to a prospect at or near the beginning of the sales pipeline. It often happens before a sales rep ever makes a discovery call. In fact, it may inform whether or not a call is worth having in the first place. This ensures that reps spend their time talking to only the most promising leads.

Before you can calculate a leadscore, you’ll need to gather the following data about a prospect:

Buyer Profile

Does this prospect fall into your target industry and territory? Do they fit the profile of your ideal customer?

To find out, you’ll need to include fields in the forms on your landing pages that gather the relevant information. Anyone tasked with this level of qualification – be it a sales rep or a marketing team in charge of identifying prospects – should always keep the company’s ideal customer profile in mind.

From there, you’ll be able to award points to leads whose answers align with your buyer profile and take away points for those who don’t. You can also award points for those who fill out fields that were otherwise listed as optional on the form, as this demonstrates additional interest on behalf of the prospect.

Company Information

If you’re a B2B organization, then knowing the size of the prospect’s company and its contact information is essential to qualify the lead. You can add or take away points depending on how the size of their company relates to your ideal customer profile.

Online Behavior

The more time a prospect interacts with your site, the more likely that they’re interested in your product. Tracking page views, length of visit, downloads, and frequency of visits over a 30, 60, or 90 day period are all good data points to start with.

Email Engagement

Just because someone signed up for to your email list does not necessarily mean they’re ready or even interested in buying from you. Open rates and click-through rates are a more meaningful indication of interest.

Social Media Engagement

Tracking Facebook or Twitter likes, retweets, shares, and click-through rates from your posts are all ways of tracking social media engagement. The more engaged a prospect is, the higher their leadscore should be.

Spam Detection

Using all lowercase letters when filling out website forms is a red flag that the prospect may be a bot. The use of a Gmail or Yahoo email address instead of a company email address may also indicate that they don’t fit your buyer profile. These indicators can subtract points from the prospect’s leadscore if it doesn’t disqualify them altogether.

Now that you have a set of data, you’ll need to interpret it in a way that immediately communicates how qualified a lead is. To manually calculate an actual point value or leadscore, follow these steps:

Step 1: Set Your Benchmark

To do this, divide the number of new customers acquired by the number of all leads generated. This conversion rate is your control, which you’ll use to compare to other characteristics.

Step 2: Choose the Most Valuable Characteristics

Which characteristics did your highest quality leads exhibit? In addition to going with your gut, consult your sales reps, marketing team, analytics, etc. for their insights.

Step 3: Calculate Close Rates

As with setting your benchmark, divide the number of customers acquired by leads generated that exhibited certain qualities. Do this for each characteristic.

Step 4: Compare Characteristics

Which characteristics showed significantly higher close rates to your benchmark? Assign higher point values to those characteristics. For example, if leads who downloaded a certain whitepaper have a close rate of 25%, you might assign that characteristic 25 points on future leadscores.

Once you decide how you’re going to calculate leadscores, you can save yourself time and energy by investing in a lead generation and sales tool. Many will capture all the data you need, then automatically calculate it. Software dashboards are usually visual, easy to reference, and quickly identify who is the most promising prospect to pursue.

Here’s a look at how you can customize different characteristics or information in LeadBoxer to automatically calculate a lead score for potential prospects:

After a lead has been gathered and qualified with a leadscore by the marketing team, it’s time for a sales rep to step in and make a discovery call.

Lead Qualification Frameworks and Questions

At this level, sales reps determine whether or not the prospect has any real need or desire for the product. This is done by asking the right questions during a discovery call.

Several thought leaders and top sales reps have spent decades developing multiple frameworks for their lead qualification processes. The method you chose to follow will ultimately depend on your industry and the average size of accounts you typically work with. Your personal conversation style and comfort zone might also play a role in what framework you reference.

These questions have the added benefit of encouraging potential leads to open up about their needs, frustrations, and pain points. Should you decide that the lead is qualified to move forward in the process, you can use this information to tailor your pitch and deliver a more effective proposal later on.

BANT

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BANT stands for budget, authority, need, and timeline. Although the brainchild of IBM, it’s the go-to framework for qualifying leads in a variety of markets and companies. Some relevant questions to ask during a discovery call would include:

  • Budget: How much of the budget is set aside to address this challenge?
  • Authority: Are you in the position to make a purchasing decision to address this challenge?
  • Need: What challenge are you dealing with and why hasn’t it been dealt with before?
  • Timeline: How soon do you hope to solve this challenge?

Strengths: BANT is simple and straightforward. For anyone with a low-stakes or lower priced product with no existing qualification framework in place, it’s a good option to start with and develop from there.

Weaknesses: BANT’s questions don’t follow a logical order. It would be a bit daring to open a discovery call by jumping straight to a question about money. Plus, according to CEB’s research, 5.4 people are involved in B2B purchasing decisions. When considering authority, the answer is likely that multiple people are involved and should therefore be brought into the conversation.

CHAMP

CHAMP was developed as a solution to the seemingly backward sequencing of BANT so that the more important questions are asked first for both the buyer and the qualifier.

  • Challenges: What problem needs solving in your business? What challenges are you still faced with that your current solution still does not solve or address as effectively as you would like?
  • Authority: In addition to yourself, who else is involved in this purchasing decision? Should we bring them into the conversation? What are the organizational relationships that influence the decision?
  • Money: What are your expectations for the investment necessary to purchase the solution?
  • Prioritization: When do you plan to implement a solution to your problem? Are you looking at any other possible solutions?

Strengths: The ordering of questions follows a more natural trajectory of conversation. For those just beginning to explore qualification frameworks, this may be the easiest to keep at the back of your mind during a discovery call.

Weaknesses: As far as conversations go, CHAMP is still a little shallow. For one, it doesn’t get into how a prospect would measure the success of the project. This leaves the sales rep ill-prepared to fully demonstrate value further down the pipeline during the proposal stage.

GPCTBA/C&I

Hubspot developed what is certainly the longest acronym in sales, but they swear by it. Although they break down their framework into more detail than this, in a nutshell GPCTBA/C&I stands for:

  • Goals: What’s your top priority right now?
  • Plans: How do you plan to achieve that goal?
  • Challenges: What difficulties do you foresee with your plan?
  • Timeline: When do you hope to solve this? If you don’t buy at this time, what remedial actions do you plan to take?
  • Budget: What have you spent on achieving this goal so far? What additional funds can you allocate towards it?
  • Authority: How does your company purchase products of this type? Who else is concerned with this buying decision and what are some of their concerns? What ego or ownership issues come up that need to be managed and respected that I need to be mindful of?
  • Negative consequences: What happens if you don’t reach this goal? What will it cost you and your company if you keep things the way they are today?
  • Positive Implications: What can you achieve next if you do reach this goal?

Strengths: In an era when multiple solutions to a person’s problem are just a Google search away, it’s more important than ever to get clear on how relevant your product is to their needs and how closely they fit into your niche. This framework gets into the nitty-gritty and can quickly indicate if a prospect is truly viable. Plus, it was developed by a SaaS company, so it likely translates well to other SaaS providers.

Weaknesses: Sales reps unfamiliar with this framework will likely need to practice holding a conversation that touches on all these topics in a natural way. Otherwise, you risk hosting a discovery call that comes off as more like an interrogation.

MEDDIC

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Other Questions

It’s possible that there are questions relevant to your product or industry that aren’t covered by any of the frameworks above. In that case, you’ll want to tweak your approach so that you’re covering all your bases.

Some additional questions worth considering are:

  1. What are the concerns or roadblocks that could come up down the road and get in the way of us working together?
  2. What are the timely and relevant issues that are going on internally?
  3. Which is the overall mood of the company and its leaders towards this problem?
  4. What internal resources can you leverage to try and resolve this issue on your own?
  5. How will your current vendors react to the possibility you’ll buy from us?

Whatever framework and sets of questions you go with, don’t overload the person you’re speaking with by asking them too many. The idea is to engage them in meaningful conversation, not convince them that you’re an interrogator.

When to Move Prospects Forward

After making a discovery call, you’ll need to make a decision about whether or not to continue the sales process. Some good signs that prospects are ideal candidates for moving forward include:

Pain Points

The prospect clearly identified what challenge they have and talked about it at length. It’s clear this is an issue that is a top priority and needs to be solved soon.

Specific Goals

During the conversation, the prospect was certain on measurable goals and outcomes. This shows that they’ve spent a great deal of time thinking about the challenge and will be receptive to solutions that propose to meet those goals.

Knowledge

Overall, the prospect knew the ins and outs of the challenge or project like the back of their own hand. This shows that they likely have sway over the purchasing decision if they’re not in charge of it themselves.

However, if you encounter some of these signs during your discover call, you might want to consider stopping the process:

Short Answers

Whether it’s because they don’t have the time to talk, they haven’t thought about their challenges in detail, or they don’t have a pain point you can address, this is a clear indicator that the prospect isn’t interested.

Inconsistent Answers

Conflicting responses are an indicator that the prospect might not have that much influence over the project, or it’s not enough of a priority that they’re willing to find a solution just yet. In either case, you’ll want to save your time and pursue other business.

Qualify Leads and Close More Sales

An optimized leads qualification process serves two main functions: to forecast whether or not a prospect is worth the time and effort of a proposal, and to help reps tailor that proposal for maximum effectiveness.

The first step to qualifying a sales lead is to generate a leadscore based on their engagement with your website, emails, and social media posts. The second step is to make a discovery call to determine their needs, purchasing authority, and budget.

While this may seem relatively straightforward, there’s a lot of data and elements that need to be taken into consideration in order to calculate a leadscore. Thankfully, there are several different kinds of lead generation software out there that can gather, analyze, and calculate that leadscore for you. In no time at all, you’ll be filling your pipeline with qualified prospects and winning more accounts.

Looking for more qualified leads?

We offer Lead Identification and Lead intelligence through website & email tracking

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sales follow up process

How to Create a Sales Follow-Up Process

It’s a commonly cited statistic that only 2% of sales are made during the first meeting. That’s about a one in fifty chance that your initial pitch will result in a done deal. A strategic and optimized sales follow-up process is your best bet for getting the results you want.

In this article, you’ll learn how to set up your sales follow-up process from start to finish so that it’s primed for success. While setting up the process may seem daunting, the right CRM tool or email tracking app can help you automate many parts of the process. This allows you to focus on the steps that require a personal touch so your leads feel valued and more willing to buy.

Use the links below to navigate to each section:

How to Start the Sales Pipeline

To set up your sales follow-up process for success, start by automating the process from the beginning of your pipeline. This is the point where you collect data on potential leads, pinpoint high-quality contacts, and make your initial outreach. Automating this process will help you invest time in only the most promising leads.

1. Capture Leads

The first step of your pipeline is to gather information on potential leads. Common ways of doing this include contact forms on your website, email list sign-ups and activity, or even simply interacting with certain pages and social media profiles.

Not sure how or which tool to use to generate leads? Check out this list of 19+ tools recommended by sales and marketing experts.

Looking for more qualified leads?

We offer Lead Identification and Lead intelligence through website & email tracking

Watch Video or Book Demo

How to Start the Sales Pipeline

To set up your sales follow-up process for success, start by automating the process from the beginning of your pipeline. This is the point where you collect data on potential leads, pinpoint high-quality contacts, and make your initial outreach. Automating this process will help you invest time in only the most promising leads.

1. Capture Leads

The first step of your pipeline is to gather information on potential leads. Common ways of doing this include contact forms on your website, email list sign-ups and activity, or even simply interacting with certain pages and social media profiles.

Not sure how or which tool to use to generate leads? Check out this list of 19+ tools recommended by sales and marketing experts.

2. Prioritize Leads

Not all leads are created equal. Some will be worth your effort more than others. A leadscore is a single number that helps you quickly identify who is most likely to buy. 

Many CRM tools and lead scoring software calculate the leadscore by tracking a lead’s website visits, newsletter opens, website clicks, social media engagement, and more. 

Using a leadscore offers numerous benefits for your sales process, including increased measurable ROI, conversion rates, and sales productivity. The infographic below takes a look at a few of these benefits in more detail:

 

Source

Kentico’s 2014 survey showed that over 60% of companies already used or planned to use lead scoring techniques. If you’re not already taking advantage of this tool, you could be missing out on benefits that your competitors aren’t.

A tool like LeadBoxer can generate the most accurate leadscore possible by comparing the criteria for your ideal buyer to the online behavior of your potential lead. From there, you can use this information to decide whether or not to continue the sales process with this particular contact.

3. Create an Alert

After setting the criteria for a promising lead, you can create an alert with your CRM tool for when that lead next engages with your website, emails, advertising, or social media. By calling a lead immediately after they express interest in your brand, you increase your chances of establishing contact with them significantly.

 

Source

According to a study by LeadResponseManagement.org, the odds of contacting a lead if called in five minutes versus 30 minutes after that lead expresses interest drop 100 times, therefore it’s essential to make contact as soon as possible after lead activity.

4. Initiate Contact with Leads

When it comes to reaching out to leads, the email versus cold calling debate rages on. With so many studies, statistics, and lists out there touting the benefits of one method over the other, it can be difficult to decide whether or not you should initiate contact with an email or a phone call.

Your CRM tool can help you decide.

Take a look at what you know about the lead. Is this person higher up in the organization and likely to have a packed schedule? Email might be the way to go.

Are they older or seem like they might prefer a more personal touch? Consider picking up the phone. However, if you call and leave a voicemail, it’s good form to immediately follow up with an email recapping the purpose of your call.

Whether reaching out by email or phone, follow this formula for a message that gets noticed:

  1. Open with a clear reason for connecting. Skip the bland and overdone openers like “I just wanted to touch base about…”. Get straight to the point by introducing yourself, then defining how your product or service can solve your lead’s potential problem.
  2. Add value. This initial contact is not actually the time to make your pitch unless you want to risk turning some leads off. Warm up and nurture leads by offering them something of value for nothing, such as a free resource, whitepaper, or consultation.
  3. End on a clear call-to-action. Give leads a reason to get back in touch. Offer to schedule a meeting so you can explain how they can make the most of the free resource you just sent them.

By beginning your lead qualifying process with this automated and strategic method, you’ll be able to easily book meetings where you can make your actual pitch.

Sales Follow-Up Timeline: When to Send Follow-Up Emails

You’ve made initial contact, had a formal meeting where you made your pitch, and feel confident about your lead. But remember that only 2% of first meetings end in a sale. More than likely, you need a consistent sales follow-up process to bring the deal home.

However, if your initial email (or even your post-pitch follow-up) receives a “no” response, don’t give up just yet. A popular statistic confirmed by multiple studies reveals that 80% of leads will say “no” to an offer five times before they eventually say “yes.” Sending follow-up emails at strategic times is therefore a necessary and common part of the process.

If you aren’t already using one, you should use a CRM tool or email tracking app to help you complete the next steps. Knowing whether or not your emails remain unopened or not will influence when you send a follow-up message, as well as what kind of message to send. This list of 10+ best email tracking apps for Gmail and Outlook can help get you started.

Free E-Book: Click here to download LeadBoxer’s free E-Book, “7 Things to Consider in an Email Tracking App”

Here’s a list of the kinds of follow-up messages to send and when to send them:

After You’ve Formally Met and Made Your Pitch

By now, you’ve hopefully had a meeting where you formally made your pitch and the lead was qualified enough to continue the sales process. You’ll then need to send a post-pitch follow-up in order to carry you to the next stage. Follow up 1-2 days later with a message like this:

  1. Show your appreciation. Quickly thank the lead for meeting or speaking with you.
  2. Review their pain point. Restate any of the lead’s pain points that arose during the meeting and how your product or service can solve those problems.
  3. Answer any questions raised during the meeting. If you promised to look into a lead’s problem or question during the meeting, review your findings now. This is also a good time to attach a particular resource, such as a whitepaper, that would address the lead’s question or pain point.
  4. End on a call-to-action. Don’t let a good thing go to waste. Be direct in asking the lead how they would like to move forward.

When the Lead Needs to Consult with Their Supervisor

Sometimes the lead you pitched may need to consult a supervisor before making the final decision to buy. In this scenario, you’d want to follow up 4-5 days after making the pitch. This gives the lead enough time to speak with their team. Use this structure to reach out:

  1. Show your appreciation. As with the first follow-up email, quickly thank the lead for meeting or speaking with you.
  2. Reference the boss. Ask what their colleague or higher-up thought of your proposal.
  3. Make a clear call-to-action. Ask for a quick follow-up meeting to discuss the next steps.

When the Lead Opened Your Email But Didn’t Respond

Your CRM tool or email tracking app shows that the lead opened your email or clicked a link or attachment inside but didn’t respond. This might happen when you try to make initial contact, or if you send along an additional resource after making your pitch. Contact them soon (within 1-2 days) with the following message:

Ask how they liked the resource

A simple “How are you enjoying XYZ whitepaper?” will do.

  1. Offer to walk them through it. Mention how you can help them get the most out of the resource in order to solve their business problem.
  2. End on a call-to-action. Offer a time and date when you can talk them through their questions.

When You Need to Follow Up the Unanswered Follow-Up

If after a few more days your follow-up remains unanswered, try engaging them with more valuable content. For businesses that create blog posts or whitepapers as part of their content marketing strategy, this is a fairly pain-free step. Use this template for composing your email:

  1. Ask again if they’ve taken a look at your resource. Even if they haven’t responded to your first follow-up, remind them of the valuable asset you originally offered them.
  2. Offer another resource. A second article or piece of content from your company’s website may be a better fit for answering this lead’s questions.
  3. Ask how to move forward. As always, end on a clear call-to-action, in this case by asking if they’re still interested in your product or service and would like to discuss how to move forward.

When It’s Time to Break Things Off

It’s a bummer, but it happens. After several unanswered and unopened emails, it’s probably time to break things off. However, some sales reps report that this email gets as much as a 76% response rate. Consider the following structure to make the most of a graceful exit:

  1. Mention that you haven’t been able to get in touch. Keep this light and non-judgemental, or you risk putting off the lead. Things happen, and maybe they’ve just been really busy.
  2. Ask if there’s a better time to connect. Fiscal years, budget planning, or waiting on additional sources of funding can play a huge role in whether or not your offer can even be considered at present.
  3. Ask to close their file. If timing doesn’t play a role in their decision, ask the lead if you can close their file. This final call-to-action is sometimes enough to elicit the response of an interested lead who has simply been too busy.

With any of these follow-up emails, a CRM tool or email productivity app will allow you to compose your messages in advance. You can then schedule them to send at the desired time or in the event that one of your previous follow-ups is unopened or unanswered.

Sales Follow-Up Tips & Techniques

The following tips and techniques can help optimize your sales follow-up process, no matter where you are in the pipeline.

Schedule and Automate Follow-Ups…

Scheduling your responses to send according to the timeline above is essential for keeping your sales process moving. Many CRM or email productivity tools will allow you to compose and schedule emails to send at a later date, or in the event that a previous email went unanswered.

…But Don’t Automate Email Content

While it’s a good idea to consult email templates for how to structure your responses, avoid leaning too heavily on the same template and language for every lead. People know when they’re receiving a formulaic response and may opt to pass on your offer. Taking the time to craft a personalized response shows how much you value their potential partnership.

Keep Emails Brief

In a world where inboxes are becoming increasingly cluttered and attention spans increasingly short, it’s best to keep your emails to the point. Boomerang, a provider of email productivity software, did a study on over 40 million emails to find out what the response rates were for different email lengths:

 

Source

Boomerang’s results show that there’s a bell curve to response for email lengths. Write an email that’s too short or too long and you decrease your chances of getting a response. The sweet spot for email length is between 50 and 125 words, which earn response rates of 50% or more.

Avoid Bland Statements

Opening statements like “I wanted to circle back…” are tired and signal that you don’t have a clear reason for getting in touch. Be direct instead, often by referencing the lead’s previously established pain point and how you can solve it.

Back Up Your Claims

It’s not enough to claim that you can solve a lead’s pain point. Back up your statement with a compelling result, metric, or customer testimonial. This helps establish trust between you and your lead at every stage of the sales process.

Stay Human

This long-standing advice is as true as ever: remember that you’re a human first and a salesperson second. The same goes for your lead.

Approach them with the same respect and understanding that you would afford a friend, colleague, or acquaintance. Not only will you see better results, but you may also see an increase in your own personal job satisfaction.

For more ways to optimize your follow-up process, check out this complete guide to email tracking for B2B sales teams.

How to Automate Your Sales Follow-Up Process

While the sales follow-up process is relatively straightforward, you quickly learn that there are a lot of moving parts. The right tools will help you automate and optimize the process for better results and better account expansion. While there are countless options out there, here are a five to get your search started:

LeadBoxer

 

LeadBoxer features automated solutions for many of the steps covered in this article. The tool collects and populates contact information for leads that visit your site, open your newsletters, or exhibit other online behaviors.

It then assigns leads a score to help you decide if you want to continue the sales process with them. There’s also an alert function so you know the best time to reach out and make initial contact. Once you do, LeadBoxer’s Gmail extension makes it easy to track and analyze all the emails you send.

HubSpot

 

HubSpot’s CRM has much of the functionality you need to automate your sales follow-up process. The interface features a kanban-style board so you can quickly see which stage of the sales pipeline each lead is in.

You can also schedule personalized emails, track opens and downloads so you can respond immediately, measure the performance of email templates, and show availability for easy scheduling.

Agile CRM

 

Like HubSpot, Agile CRM allows you to track which phase of the sales process each lead is in.

It records each interaction with the lead and creates events for calls, meetings, follow-ups, and more. On top of that, it analyzes lead behavior and calculates a leadscore so you can decide when and how to proceed.

Gmelius

 

Gmelius is a free solution for someone who wants a lightweight tool seamlessly integrated with their Gmail inbox. The tool tracks emails and delivers instant feedback so you can send the right follow-up.

You can even see which templates are most effective, then personalize and schedule them easily. Leadscores and contact overviews are not a feature, but Gmelius can be integrated with a more full-service CRM to cover all your bases.

Pipedrive

 

Like Gmelius, Pipedrive focuses on a few core strengths for sales teams that prefer a lightweight tool. Its key features include tracking emails and calls, an interface that provides a streamlined overview of where everyone is in the sales process, and prioritized follow-up tasks that automatically shuffle to the top of your to-do list.

However, emails cannot be composed and scheduled to send automatically and there’s little insight into how likely your contact is to buy.

Each sales team will have different needs and considerations. No matter how much or how little automation and functionality you want, there’s likely a reasonably priced (or free) tool that will optimize your sales follow-up process.

What to Do After Closing a Sale

You did it. With the help of the right tool, you were able to successfully nurture your lead and close the sale. However, the sales follow-up process doesn’t end there. Here are a few tips for making the most of the deal and laying the groundwork for a second sale:

Send a Thank You Note

While this step is hopefully common sense, it’s important enough to warrant repeating. Send a quick but heartfelt thank you note immediately after finalizing the deal. By thanking your customer for doing business together, you ensure a lasting partnership (ie. a repeat customer).

Check-In

After your new customer has had time to get to know your product or service, reach out to see how they’re enjoying it. Soliciting feedback is also useful for improving your product and your customer experience. This step establishes trust and grows the relationship in preparation for the next step.

Make a Second Sale

By developing a relationship with your customer, you will have hopefully primed them to resign their contract automatically. If they don’t need to resign a contract but there’s an opportunity to make an additional sale, now is the time to start that process. The work you’ve done to create your first follow-up process will help you do it.

Start Building Your Automated Sales Follow-Up Process

Reaching out to leads at the right time and with the right message can make or break your sales process.

From capturing and qualifying leads to making contact and setting meetings, a high-converting sales follow-up process can have a lot of steps and moving parts. It can quickly become too much to manage on your own, unless you like inputting data into spreadsheets and setting countless reminders on your calendar.

Luckily, the right tool for your needs can streamline much of the process. Setting alerts, tracking unanswered emails, and sending previously composed emails at scheduled times can simplify your job and allow you to focus on what matters, aka communicating in a compelling, meaningful, and human way.

Schedule demo

 

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30+ Email Lookup Tools to Find Anyone’s Email Address

Finding someone’s email is a crucial part of cold email outreach, here some email lookup tools can help. Without it, you’re left to call or message them via Twitter or LinkedIn. All of which are likely to lead to low reply/answer rates. With someone’s email address and the right email tracking app, though, you can reach out them directly, know that the email has arrived in their inbox, and find out whether or not they’ve opened your email.

While some prospects list their email publicly on social media and our their website, others require a little more work. The good news is you don’t need to be a professional detective to find a person’s email addresses.

We’ve scoured the internet for the most popular email lookup tools on the net, to help you source and approach your candidates with ease. Take a look!

1. LeadBoxer

LeadBoxer is the ultimate tool for email lead generation. This GDPR compliant marketing tool comes with everything you need to safely capture and convert prospects for your business. LeadBoxer offers multiple ways to identify potential customers, filter your email lists, and qualify your leads through dynamic scoring. This is one of the best email lookup tools there are.

With the app, you can also receive notifications and updates when specific customers engage in conversion activities on your site or read your emails. Additionally, you can identify the contact information of your website’s visitors. This reduces the need for spending time finding leads to reach out to.

Looking for more qualified leads?

We offer Lead Identification and Lead intelligence through website & email tracking

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2. RocketReach

Find email, social, and phone links for more than 250 million professionals around the world.

RocketReach has a vast archive of contact opportunities. With a state-of-the-art database featuring more than 6 million companies, RocketReach can find almost anyone. You can even find phone numbers to follow up.

You’ll never need to waste time on manual prospecting again. $49/month offers access to the RocketReach API and 170 custom lookups.

3. Find That

Self-described as “The Yellow Pages of Email”, Find That is one of the most powerful email lookup tools.

Simply type in your prospect’s name and company into the search box, and Find That will automatically return a list of emails for that specific person. The list ranks contacts by “confidence”. This means that the email addresses you see first are the ones most likely to be legitimate.

A free plan is available with 50 searches included per month. Premium plans start at $29/month for 500 searches.

4. LeadGibbon

Track verified email addresses with a single click using LeadGibbon.

The Sales Navigator application allows you to search by industry, job title, location, company size, and more.

You can even export the data you collect to Google Sheets. Alongside contact details, the system also records names, titles, company, industry, and location. LeadGibbon has a huge database, along with up to a 99% match accuracy.

5. Vocus.io

An email lookup tool designed for Google Chrome users, Vocus.io is a comprehensive email solution that expands your Gmail capability. Just one of the features included in the system is email prospecting. The tool also includes email tracking, scheduling, and snooze functionality.

To use email lookup tools, type the name and company domain of the person you want to connect with into the search bar. Vocus.io will create a list of possible email addresses, which it runs through a “verification” service. There’s no bulk search available on Vocus. Pricing starts at $5/month.

6. Voila Norbert

Voila Norbert makes it easy to find any email address. Create an account and you’ll instantly receive 50 free searches. To find someone’s email, type the company domain and person’s name into the tool’s search bar, and Norbert will generate a result. You are only charged for emails that that tool is able to find.

The starter plan is available at $49/month for 1,000 leads (emails found). You can also purchase credits on a pay-as-you-go basis at $0.10/lead.

7. Hunter

Previously known as “Email Hunter,” Hunter is a popular email lookup tool that allows you to search for emails by domain. To use the tool, you simply enter in a company’s URL and Hunter will return a list of emails that belong to that company.

There is a free plan available for 100 “requests” (email searches). Paid plans start at $39/month for 1,000 requests.

8. Hiretual

Hiretual is an email prospecting app that pulls information from Twitter, LinkedIn, and Facebook. This chrome extension finds email addresses and picks up additional information such as a person’s compensation range and seniority level.

Using artificial intelligence, the service collects information from around the web to build a full profile on the person you’re looking for. The service integrates with Gmail and Outlook. There is a free trial available that offers 10 searches a week and a premium plan offering 200 searches for $89 per month.

9. Email Lookup Tools: Lusha

This email search tool isn’t just fast and efficient; it’s also personal. Companies can customize the Lusha experience by adding the service to Salesforce, LinkedIn, or Twitter. There’s also a “Contact API” available for developers to plug into their existing technology stack.

The free trial comes with 5 searches per month for a single user. After that, you can choose from the “Essential” plan, for $25/month which offers 30 searches for one user, or the “Professional” plan at $69/month with 100 searches for up to 10 users. There’s also a “Premium” option with 300 searches for 25 users at $139/month.

10. FindThatLead

Intended for account-based sales, FindThatLead is quick and easy to use. Type a company URL into the search bar and click “Find Leads” to generate a list of email addresses within that company.

The free plan includes 10 daily credits (searches) a month. Alternatively, you can upgrade to a small business plan for $29/month to access 1,500 monthly credits.

11. Toofr

Toofr does have an email finder tool. To find the address of a specific person, all you have to do is enter in their full name and their company URL. Toofr’s monthly plan cost $9/month plus $0.01 per credit – each credit equals one search.

12. AnyEmailFinder

With Anymail Finder, you can look up email addresses by entering a person’s full name and company URL or name. You can test the tool once for free without creating an account. After that, you’ll receive access to 20 free searches by signing up.

Premium plans are available at $49 per month for 1,000 verified emails. You only pay for emails that Anymail Finder knows won’t bounce.

13. Nymeria

If you’re hoping to gather prospects from your LinkedIn network, then Nymeria is the perfect tool for you. Offering users the chance to find emails with a single click, the browser extension scans through LinkedIn profiles to find verified email addresses. Once found, you can export emails to a spreadsheet.

Nymeria offers various plans, including their “Personal” plan at $9/month, which enables you to search for up to 1,000 emails, their “Professional” plan at $19/month for 3,000 email searches, and their “Startup” plan at $49 per month for 10,000 searches. There’s also an “Enterprise” option at $99/month for 25,000 email searches.

14. Clearbit

Clearbit is an advanced email search tool that integrates with your CRM system. It currently supports Segment, Zapier, Marketo, and Salesforce. It also comes with a “Connect” feature which works with Gmail and Outlook.

The “Prospector” system scans through 20 million companies to create lists of targeted accounts that fit specific criteria for your business needs, like the number of employees within a company, or preferred technology stack.

Once you find the contacts you need, you can import them directly into your CRM system. Pricing varies depending on your needs but the “Prospector” package for Salesforce is $999/ month.

15. LinkedIn Sales Navigator Lite

Another powerful email tool that integrates with Gmail, LinkedIn Sales Navigator Lite is an extension for Chrome owned by LinkedIn. Once you install the extension, you can compose new emails in Gmail by typing a potential address into the “To” field. The system will draw data from LinkedIn to help find email details.

This tool gives you an opportunity to guess your way to success with email prospecting. This can take more time than some of the other options on this list. The tool is free, however.

16. SellHack

Sellhack is a simple and effective browser extension. The service uses an “industry leading” 12-step email verification engine to identify accurate email addresses. You can even use one-click integration to send personalized cold emails directly from your email account to the prospects you find.

There’s a bulk email lookup option. Prices start at $19/month for 150 search credits. The “Starter” plan is $49/month for 350 credits and the “Pro” plan is $99/month for 750 credits.

17. HeadReach

With HeadReach, you can search for emails using a name, company title, or website. With the “advanced search” option, you can search for leads by job description (ex. Editor in Chief at Entrepreneur).

HeadReach also records a log of all your searches so that you can go back through your history. Pricing starts at $29/month for 100 credits. You are only charged a credit when the tool finds an accurate email for the person you’re searching. At $49/month, you will receive 500 search requests and 250 credits. At $89/month, you’ll receive 500 credits and 1000 search requests.

18. Email Permutator

Email Permutator is a free tool that allows you to enter in a person’s full name and their company URL in order to generate a list of potential email addresses. There is no type of verification service with this tool. Using it will require a trial-and-error approach to correctly identify a person’s email.

19. Email Generator

Email Generator automatically generates over 50 potential email combinations for the contact you’re searching for in seconds. Using an advanced database, the system provides the most obvious combinations, to reduce your risk of an email bouncing.

Email Generator also shows potential variations for email services like Outlook and Gmail. For example, “first.name@gmail.com” and “fname@outlook.com”.

20. BuzzStream

BuzzStream works by turning search result pages and website lists into a browsable list of prospects. When you search for blogs or influencers on Google, the tool shows up in the right-hand side of your browser to suggest possible prospects and email addresses pulled from those websites.

You can also use keywords like a person’s name to search for specific contacts and find their email address and social profiles. Once you find an email, Buzzstream adds it to a spreadsheet for you, alongside other information like the website the email is associated with, that site’s domain authority, and the prospect’s Twitter name. Pricing starts at $24/month for 30 prospecting searches.

21. Ninja Outreach

Ninja Outreach helps with finding business leads and influencers by browsing through social profiles and websites online. Simply type keywords like “technology company” into the system, and it will list possible contacts from it’s internal database. You can also use the system to track your email campaigns and conversions with a built-in CRM system.

Prices start at $69/month for unlimited searches, unlimited emailing, and customizable email templates for a single user. The most popular package is “pro” for $99 per month, which adds a team collaboration tool.

22. LeadFuze

LeadFuze is an email lookup tool and contact list generation extension for Google Chrome. With LeadFuze, you can create relevant prospect lists without all the hard work and time. The system checks through social media profiles, email addresses, and prospect information your behalf.

LeadFuze also features targeted email creation, follow-up drip campaigns, and email tracking. The system is free for up to 25 leads. Paid plans start at $397/month for 1,000 verified searches.

23. Getemail.io

A simple yet effective email lookup tool from startup in France, Getemail comes with 10 free credits to get you started. Each credit equals one email search. Although you won’t receive as many free searches with Getemail.io as some of the other tools on this list, the service comes with access to machine learning algorithms and big data for more accurate searches.

The “Basic” plan costs $49/month for 300 searches and email support. The “Standard” plan costs $99/month for 1,000 searches and instant chat support. If you upgrade to the “Premium” plan at $149/month, phone support is also available, and you’ll receive 2,000 searches.

24. Snov.io

With Snov.io, you can find all the emails associated with a single person and verify them instantly. A green dot next to a prospect’s name means that the email is valid. On the other hand, a yellow dot suggests that the email may or may not be correct.

The Snov.io free account comes with a generous 100 domain searches a month, 100 verified LinkedIn searches, and the opportunity to upload and verify 200 of your own emails.

Paid plans start at $19/month for 1,000 linkedin email searches, 1,000 domain searches, and 500 bulk domain searches. The most expensive plan, labeled “XL”, features 50,000 verified LinkedIn emails, 50,000 domain searches, and 25,000 bulk searches for $139 per month.

25. Slik Prospector

This well-known email prospecting tool, Slik Prospector, uses a database of 70 million addresses to generate highly-targeted lead lists. The system claims an accuracy of 95, and you pay on a per lead per month basis for accounts. Each search costs $0.10.

There are also paid plans available, the first priced at $70/month for 500 searches, the second at $120/month for 1,000 searchers, and the third at $200/month for 1,800 searches.

With Slik Prospector, you can filter emails by job title, industry, company size, or location. For those who want to test Slik Prospector before buying, there’s a free trial available, though you’ll need to request it via email.

26. Email Magpie

Email Magpie is an email tool that searches through available public information on the internet and its own database. It finds influencer, company, and customer leads according to your chosen categories online.

For instance, you can look for tech companies, software brands, marketing companies, or any B2B clientele you choose. You can also search for lists according to geographical location or industry vertical. Paid plans $300 per month for 2,750 targeted emails.

27. AeroLeads

With AeroLeads, you can find phone numbers, email addresses, and social media profile information for businesses and their decision makers. AeroLeads is a Google Chrome plugin, so you’ll need to download and activate it before you start searching. With the tool, you can find emails through LinkedIn, Google, and various other blogs.

When you add a prospect name or domain to AeroLeads, the service automatically checks for verified email addresses and phone numbers. Pricing starts at $49/month for up to 500 searches.

28. Grabby

Another email lookup tool that pulls data from websites, Grabby works by browsing through a list of websites on your behalf. The tool is available on a pay-by-week fee and only offers a single plan at $19.99/week, per project.

The cloud-based system runs constantly, scanning extensive website lists automatically, so you can run multiple projects at the same time. Just tell Grabby which websites you want to search through and it will do the work in the background.

29. Name2Email

Name2Email is a Gmail extension. To use the tool, compose an email and add a full name and domain to the address bar. The tool automatically generates a list of common corporate email addresses for the person you want to reach.

To improve your chances of finding a valid email with email lookup tools, you can hover your cursor over the generated addresses. If a popup shows the person’s name; then you’ve chosen the right address.

While using this tool will be more time consuming than using some of the other options on this list, the extension is completely free. All you need to do is add it to Chrome.

30. Discoverly

Discoverly works in the background as you search through websites and social media pages. It’s a Chrome extension that integrates with Facebook, Twitter, Gmail, and AngelList, among other services, to automatically pull email addresses and profile information from pages.

The extension is completely free to use. You simply add it to your Chrome browser to get started.

31. ContactOut

A tool frequently used by recruitment teams, ContactOut helps recruiters find valid candidate email addresses. The tool installs as a Chrome extension that’s specifically designed to search through LinkedIn profiles.

ContactOut claims a 97% accuracy rate when finding email addresses. The extension is completely free to add to your Chrome browser.

Choosing from the Best Email Lookup Tools

There you have it, a selection of the some of best email lookup tools online today.

Finding someone’s email is a crucial part of cold email outreach.

The perfect tool for you will depend on a range of factors including pricing, whether or not you need to find contacts from LinkedIn profiles, using email tracking pixel and if you want to find email addresses at scale.

While most of the tools on the list will help you find email addresses for a list of leads you’ve already identified, what about the ones you haven’t? What about the people you have already visited your website but haven’t contacted your company?

This is where LeadBoxer comes in. With LeadBoxer, you can identify your website’s visitors and their contact information without them reaching out to your first. This way, you’ll never miss out on connecting with a potential lead. To get started, schedule a free demo here.

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1

MQL vs. SQL? What’s the Difference and Why Does it Matter?

Our world is full of acronyms. And while there’s no shame in asking a colleague to define terms, few of us feel comfortable raising a hand in a crowded meeting and asking a speaker to unpack a sentence. Consider MQL vs. SQL. You may know that the “L” in these terms stands for “Leads.” If you’re in sales or marketing, you may even be tasked with increasing MQLs or SQLs.

However, that is a basic understanding. Digging in a little deeper about the similarities, differences, and uses of these two terms can help you to be even more effective. Let’s learn more about both.

Defining Marketing Qualified Leads (MQLs)

The acronym MQL stands for “Marketing Qualified Lead.”

In the shortest definition we could find, courtesy of Hubspot, an MQL is a person that is more likely to become a customer when compared to a typical person.

Think of it this way: Many people may connect with your company. They may visit your website, attend your webinars, or chat with you at a trade show.

For some of these people, the goods and services you offer are exactly what they’re looking for. But for others, your product or service is not a good fit. They may never be in the position to buy anything from you at all.

The people in that first group — those who are interested and have the potential to buy your product — are your MQLs.

Separating MQLs from unqualified leads typically involves using a lead-scoring program. You’ll assign a certain set of points to actions people might take, such as:

  • Reading an email message you sent.
  • Chatting with you on social media.
  • Downloading an ebook.
  • Filling out an online form.

Once people have amassed enough points, due to all of the actions they’ve taken over time, they can be considered MQLs.

They’ve shown enough interest that it seems likely they are ready to deepen the conversation with someone — typically in sales — within your company.

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Defining Sales Qualified Leads (SQLs)

The acronym SQL stands for “Sales Qualified Lead.”

This person has not only shown a deep interest in your products and services, but they have also shown some sort of intent to purchase. They not only like what you offer, but they actually need to buy what you sell. They also may need to make that purchase in the near future.

While defining an MQL can be done through automated software that assigns scores, defining an SQL is a little trickier. Typically, this is something that involves a conversation between someone in sales and the potential lead.

An SQL:

  • May have specific questions about how your product works or how much it costs.
  • And may not understand how your product fits into the other products they’re using.
  • May not be entirely sure the solution is right for them.
  • May not be able to find the answers they need in the marketing materials they’ve seen so far.

People like this need to have a discussion with sales.

At the end of that discussion, if the salesperson senses a real opportunity, this person moves into the SQL category.

Why Does Knowing the Difference Between MQL vs. SQL Matter?

You may be wondering why it’s so crucial to understand whether someone is an MQL or an SQL. After all, a lead is a lead, right?

Not quite.

Understanding where your leads fall into these two categories can help you understand who should be in charge of that next conversation. This could mean the difference between making or losing a sale.

For example, we’ve long been told that people move through a traditional sales funnel in which they become aware of a product, consider options, make a decision, and then become an evangelist for the brand.

While this simplified form of a sale might still make sense in some industries, others consider their sales moving through more of a “tornado”.

In this model, users are consuming a great deal of information throughout the entire journey, and they may bounce back and forth between channels.

They may use social media posts in the awareness phase, for example, and then leap back to social media to evaluate solutions and understand usage. They may swing far away from the product before purchase, rolling out to e-commerce before finally deciding to look at a product catalog.

Consumers are doing a lot of the heavy lifting here, and they’re relying on marketing resources to guide the conversation

Pushing a savvy consumer to sales at the wrong time could cause a sense of pressure, and that could derail the sale. These people are doing their own homework. They’re not ready to talk yet.

Similarly, connecting a consumer with sales too early means sales must inform the consumer about the product’s ins and outs — and that’s a task best left to marketing.

On the flip side, sending a lead to sales too late might lead to missed opportunities. By the time these people get to the sales team, they may have made a decision and chosen a competitor.

When you have a firm understanding of the typical steps a consumer takes in order to become marketing qualified, and when you know what sorts of behaviors seem to suggest that a purchase is right around the corner, you’ll be well positioned to guide and shape these crucial conversations.

The Transition from MQL to SQL

By now, it’s probably clear to you that an SQL begins life in the company as an MQL. But this move from one state to the other isn’t spontaneous and organic. It requires an ongoing nurturing and communication process. It’s here that many opportunities are lost.

A handoff meeting between marketing and sales can be vital.

The marketing team can offer up a list of all of the resources the person has consumed over a period of time, typically pulled from marketing automation software program, which can help to guide the sales process.

For example, if the prospect has been almost exclusively researching one specific type of product, the salesperson knows the product that should open up a conversation.

Similarly, the salesperson can walk in the customer’s footsteps and read back through all of those resources, looking for knowledge gaps that the consumer might have. Those are ideal conversation starters that can pull the sale forward.

What happens if the sales call didn’t go as planned? This could be a sign that the MQL isn’t so “qualified” after all, but all hope isn’t lost.

When marketing teams are aware of this issue, they can add the person back into the content marketing program.

Maybe a series of follow up email messages about key features, or an invitation to a webinar, could help encourage a deeper level of comfort with the product. In a few weeks or months, that person really could be marketing qualified, and the next sales call could be a touch smoother.

MQL vs. SQL: Putting Theory into Action

While defining an MQL vs. SQL is vital — it’s also personal. That means there’s no handy template you can download in order to sort your leads. Instead, you’ll need to have some in-depth conversations within your sales and marketing teams. You’ll need to discuss your:

  • Customer personas.
  • Typical time to close projects.
  • Marketing resources.
  • Customer/prospect lists.
  • Lead scoring method.

You’ll need to think about how each persona interacts with your company during each buying phase. You will define what steps are meaningful and signal a deeper commitment.

You’ll also identify the assets you’re missing that could compel action. Those are the decisions that will help set up your lead scoring method. You’ll use them to understand how an MQL is passed to sales — and what comes next.

When you have a theory in place, sales and marketing will need to keep that conversation going. It’s vital for marketing to know more about the leads that sales finds easiest to convert.

How long have these leads been in the pipeline? What assets did they touch? And what sorts of companies are they from? What are their titles?

Sales teams may encourage their marketing colleagues to lock MQL rules down tight. That way, the leads they’re given almost always convert into SQLs and sales.

Unfortunately, a system that’s calibrated too carefully can lead to very empty, loose sales pipelines. And that can leave sales teams with little — or nothing — to do all day.

Meeting regularly to discuss opportunities won, opportunities lost and lessons learned can help the entire group to come up with a plan for the future.

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Identifying MQL vs. SQL starts with capturing the right data. We can help you grab that data.

Use LeadBoxer to track activity from all of your leads at all stages of the purchase cycle. Try it for free to get the data you need in real time. Or, schedule a demonstration. We’d love to show you how it works.

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demand gen vs lead gen

Demand Generation vs. Lead Generation: A Breakdown of Both

The difference between demand generation and lead generation can be confusing. Both share similar traits, however, the goals and specific tactics behind each method are different. Thus, having an understanding of both can help you to create a more effective marketing strategy. In this post, we’ll define both demand and lead generation and how they differ from one another. We’ll also discuss specific tactics that each method uses and talk about when to use demand generation vs. lead generation. Let’s get to it:

What is Demand Generation?

Demand generation, or “demand gen” for short, is the process of creating awareness and demand for your company’s product or service. In short, demand gen aims to bring new visitors to your website or business in order to introduce them to your company. The end result is to build your target audience, establish trust, and to spark interest in your company. Types of demand generation content include:

All of this content is provided for “free” in order to attract new potential customers. At this stage, they shouldn’t have to provide their email or other contact information in order to access this content.

Demand Generation Ideas:

To get you started, here are a few demand generation ideas you can use:

Create SEO-Driven Content

One way to create awareness is to create content that your target audience is already searching for. There are many ways to identify keyword opportunities. For one, you can look at Google related searches. Simply search a keyword in Google and then scroll to the bottom of that page:

Here you will see a list of related keywords that people are searching for. You can also look at the types of questions people are asking in Quora or use a tool like Ahrefs for keyword research.

Guest Posts

Guest posting is the process of creating a blog post for another popular blog in your industry. This is a great way to reach your target audience and “piggy-back” off of the traffic that the established blog already receives.

Create Industry Expert Roundups

An expert roundup is a blog post where you gather quotes from experts in your industry on a particular topic that you know your target audience will enjoy. This type of content is often shared well. Not only that, contributors will typically share the blog post with their own social networks once it’s published. One way to find experts in your industry is by Googling your chosen topic and finding people who have already written on the topic or have provided a quote. You can also use a tool like HARO to help to collect responses. For a great example of an expert roundup, check out our blog post, “19+ Lead Generation Tools from the Experts”.

Advertise on Industry Blogs

Running display ads, investing in a sponsored post, or purchasing a sponsored email slot from an industry blog that you know your target audience already visits, can be a good way to take advantage of a site that has a larger viewership than yours.

Run a Viral Contest

You can create a viral contest by creating a contest where you allow participants to earn more entries by referring new people to the contest, sharing it on social, commenting on a post, etc. This increases the likelihood that contest will be shared, making it a good way to increase awareness. Three options for running a viral contest include:

For more demand generation ideas, we recommend the following resources:

What is Lead Generation?

Lead generation, or “lead gen” for short, is the process of converting potential customers into qualified leads (ie. someone who has a genuine interest in what you have to offer). In short, lead gen is a way to funnel-in eventual purchasers of your product or service down the path of buying. The end result is to find qualified leads for your company so that they then be added to a lead nurturing process or so that a salesperson can follow up. Lead gen typically involves creating “gated” content and then asking for someone’s contact information in order for them to receive that piece of content. Types of lead generation content include:

  • Any type of gated content (such as an eBook, PDF, checklist, cheat sheet, whitepaper, etc.)
  • Courses
  • Free-Trials
  • Product Demos
  • Viral Contests (where someone needs to enter their email or other contact information to enter)
  • Email Subscriptions
  • Events

In order to receive access to this content, the person must enter in their email and/or other contact information that the company wants to collect. To learn more, this guide breaks down the basics of lead generation and why it’s so important.

Lead Generation Ideas:

To get you started, here are a few lead generation ideas you can use:

Create an eBook

If you have yet to create any type of lead magnet on your site, an eBook is a good one to start with. Most eBooks tackle a broad topic in your industry, thus you can promote it across multiple blog posts on your site.

Create a Content Upgrade

A content upgrade is another type of lead magnet that is there to entice people to enter their email and/or other contact information in exchange for the content upgrade. Rather than an eBook which is typically more general, a content upgrade is typically specific to a particular blog post. This increases the conversion rate of signups since the content is more closely related to the blog post the person is reading. Examples of a content upgrade might include:

  • A PDF version of that same blog post
  • A checklist
  • Step-by-step instructions
  • A cheat sheet

Host a Webinar

Hosting a webinar with experts in your industry can be another way to collect contact information from your audience by requiring them to sign up in advance for the webinar. Software such as WebinarJam and Demio can help you get this set up.

Use a Lead Analytics Platform

While collecting contact information from potential leads via lead magnets and webinars are viable lead generation tactics, sometimes you have to take matters into your own hands. Not everyone is willing to fork over their email or phone number. This is when a direct outreach approach can be helpful. For people who don’t submit contact information but still might be qualified leads, a lead analytics platform like LeadBoxer can help you to identify these people and find their contact information so you can reach out directly. For more lead generation ideas, we recommend the following resources:

What’s the Difference Between Lead Generation and Demand Generation?

Lead generation is a subset of demand generation. Demand generation is used to create awareness and attract new people to your business, while lead generation is used to qualify those people into “leads” and get them ready for the next step in your marketing or sales process.

A simple way to understand the differences is to take a look at the different types of content each method uses. Demand generation uses free content (such as blog posts, articles, videos, etc.) in order to create awareness and to attract your target audience. Lead generation content is typically “gated”, meaning a person has to provide their email and/or other contact information in order to receive that piece of content (such as a PDF, whitepaper, checklist, etc.).

This allows sales and marketing to continue the relationship and nudge that person towards a purchase. You don’t need to choose one or the other. Both lead gen and demand gen can be used effectively within your overall marketing strategy.

When creating content, you want to consider the goal behind that piece of content. Is the goal to generate awareness or to increase leads? For example, if you create an eBook and the goal is to generate awareness, this is demand generation. In order to maximize your results, people should be able to download the eBook freely without needing to input any contact information.

This will make it easier for people to share it with their friends and colleagues. However, if the goal is to find qualified leads, this is lead generation and that piece of contact should be gated. As you can hopefully see, it’s nearly impossible to go with one without the other.

An effective marketing strategy will include both lead generation and demand generation. Demand generation is used to attract new customers and lead generation is used to identify qualified leads.

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LeadBoxer Email Tracking

Email Tracking: The Complete Guide for B2B Sales Teams

Have leads and customers opened your email? If so, when, and what links they click? This is valuable information for Sales teams. With this information, you can find out if your emails are actually being read, and pinpoint the optimal for a follow-up.

Tracking emails is nothing new. Popular email marketing platforms like MailChimp and Constant Contact have been providing statistics on open and click rates for years. What these platforms lack however, is the crucial ability to track a lead’s email interaction history over the entire course of their customer journey.

This is where email tracking software can provide Sales teams a much-needed edge in closing deals

With the right email tracking software, you’ll be able to identify when, exactly, a lead has opened your email, who opened it, and what pages they viewed since opening that email.

To help introduce you to email tracking software, we’ve put together this in-depth guide to cover what information you can learn from email tracking, how you can use that information, email tracking software options, how to setup email tracking, and a few tips for success.

Use the links below to navigate to each section:

What Can You Find Out Using Email Tracking & How You Can Use This Information?

With email tracking, you can find out the following information:

If Someone Has Opened Your Email

The first thing you can learn is if someone has opened your email.

This tells you if you’re sending to the correct email address and if the email subject your using is capturing the recipient’s attention. If they don’t open your email, try to follow up and/or use a different subject line in the future.

You can also identify how many times a person has opened an email and which people have opened the most emails. This allows you to identify the warmest leads and pinpoint which people you should follow up with first/spend the most time contacting or calling. Best kept secret: do not waste time on people who aren’t interested.

Who Opened Your Email

As a salesperson, you often have to navigate through a few different positions at a company before finding the person who can actually make a purchasing decision (DMU or decision-making-unit). With email tracking, you can identify other people that may be opening the email and reach out to them directly.

What Time They Opened Your Email

If you find that a specific person opens your email in the morning, sending to them again at that time will increase your chance of capturing their attention.

If you find most of your list opens your emails at a specific time, send future emails at the time to increase engagement.

Additionally, you can pinpoint exactly when your emails are being opened and decide if now is the right time to follow up. In many cases, it’s best to reach out right away when the person is already thinking about you versus interrupting them when they’re focused on something else. Extensive statistics tell us that “pizza is best eaten hot”. In other words, people at work are making decisions, and their interest is the most valuable during that decision-making process.

Where They Opened Your Email

If someone opens your email in say Hawaii or some other tropical resort, you can probably guarantee they’re on vacation. It might be best to follow up a week or two in advance when they return from vacation and will have the time to respond to your email.

Additionally, some email tracking platforms will track the following:

What Pages the Person Has Visited on Your Website After Clicking via Your Email

Software such as LeadBoxer and SharpSpring (which we’ll discuss in further detail below) take tracking a step further and identify which pages the person visits after clicking a link in your email.

For example, in the email, the person may click on any link to your latest blog post. But from there, they then navigate to your features page and pricing page. This is all tracked and it can allow you to identify when to follow up, and on what subject.

Email Tracking Software Options

Now, let’s cover a few email tracking platforms that will enable you to track emails at a deeper level than most email marketing services.

This article doesn’t cover every single option out there. But, it does list some of the major players and a few different options based on how in-depth you’d like to go with your tracking.

A few of these options will integrate with Gmail or Outlook only, while a few others can be used with any email client or service you are using.

LeadBoxer

We’ll start this list of software with an introduction to ourselves and our email tracking tool so you know who we are and what LeadBoxer does. LeadBoxer is a lead analytics platform that allows you to see who visits your website, what company they work for, lists that person’s contact information and more.

All of this information is then organized into your “LeadBoard” and each of your different leads are given a score to gauge how engaged they are with your company:

Additionally, email opens and click-throughs can also be tracked. From there, any visits to other pages on your website can be tracked and each action is shown in the history for that lead:

This allows you to see every action that the person has taken since first opening your email.

You can use this information to identify when will be the best time to follow up (for example, if that person has visited your pricing page). You can also identify what emails work, which ones don’t, and where your visitors tend to go after clicking through via your email.

LeadBoxer tracks all of this activity via a tracking pixel (which we’ll discuss how to implement further below)

Therefore, LeadBoxer can be used with any email client or email marketing platform you are using. All you have to is add the tracking pixel link to any links inside your email that you like to track.

This allows you to track activity and identify leads at scale. Pricing starts at $250/month for SMEs. Custom packages are available for larger organizations.

You can learn more on our email tracking features here: Email Lead Generation

Or jump straight to our solutions for Gmail, Outlook, MailChimp, or Others

Note: For all our email tracking features a (free) trial account is available: Start your free-trial here.

SharpSpring

SharpSpring is a full CRM and email marketing platform. With the tool, you can manage contacts, customer relationships, create a content calendar, and send out emails all from the same tool.

In addition to tracking email opens and link clicks, SharpSpring will also track website activity. Therefore, you can see which leads have opened your email and which pages they may have visited directly after viewing your email (or at a later time).

This is all organized into what’s called the “Life of the Lead”. This page shows the entire history of the lead’s interaction with your company. It lists what emails the person has opened, what pages they’ve visited, and so on.

All of this information is then used to create a Lead Score that can be used to identify how engaged that person is and whether or not you should reach out to them.

SharpSpring will be great for teams that want to scale their sales follow up efforts and would like a tool that combines CRM and email automation. However, that amount of power won’t come cheap.

SharpSpring’s plans start at $450/month (for up to 1,500 contacts). Pricing goes up from there based on the number of contacts you have.

Hubspot Sales

Hubspot Sales’ email tracking allows you to track email opens straight from your Gmail or Outlook account. Setup with Gmail will require you to allow Hubspot to integrate with your inbox. This is done by installing an extension to Google Chrome.

This extension can be clicked to see who has opened your emails and who hasn’t. A notification will also popup when the recipient has opened the email:

You can also check the history of a lead in the Hubspot dashboard:

Hubspot’s email tracking feature is free to use to track up to 200 email opens. From there, paid plans for Hubspot Sales start at $50/month.

Hubspot is great for sales people who need a simple approach and want to track opens in Gmail or Outlook. However, it lacks the in-depth details of a platform such as LeadBoxer or SharpSpring.

Additionally, it can only be used with Gmail or Outlook. It can not be used with an email service such as MailChimp.

Yet Another Mail Merge

If you send a lot of emails from Gmail and want to track opens, Yet Another Mail Merge can help speed up your process.

Yet Another Mail Merge (YAMM for short) integrates with Google Sheets. To use the add-on, you would create a Google Sheet with information for each person you want to reach out to (separated by row). You would include their email, but you can also include any custom information (such as their name, company, role, etc.).

Then, you can send out an email and use YAMM’s tags to insert that information. For example, you might say “Hey <>” in your email. YAMM will insert the name that you set for that email. This works similar to MailChimp’s “Merge Tags”.

Additionally, the tool will track who has opened your email, who hasn’t, and who has responded. This is all documented right in the Google Sheet you’re working in. You can then create a follow up directly in that Google Sheet and send from a template you create in Gmail.

The tool is great for speeding up your process if you currently use Gmail to reach out to leads. However, it will only work with Gmail and it won’t track information on the life of the lead. Thus, it will be difficult for teams to use to scale.

Yesware

Yesware is a tool that will work with Gmail and Outlook only. It is a paid application that starts at $12/month and is installed via a Google Chrome or Mozilla Firefox extension.

The tool is similar to Hubspot’s email tracker. Email tracking can be turned on for a specific email by checking the Track box when using the email composer. However, Yesware does take over your inbox and change the look and layout:

From your email inbox, you can check tracking, templates, and create follow up drip campaigns. Additionally, you can also set reminders for email (much like the way Boomerang works).

The tool is powerful but is a bit intrusive. Some people may not like the fact that it will change their inbox interface. Additionally, the tool can’t be used with email marketing platforms such as MailChimp to track emails at scale.

Mixmax

Mixmax is another email tracker that installs via a Chrome Extension. It is not available via Mozilla Firefox or Safari, however.

One of the unique features of Mixmax is the “Enhance” feature inside the email composer of Gmail. Clicking this button will bring up a list of options that will allow you to share calendar availability, create a calendar invite, add a poll, add a custom CTA button, and more directly from the email composer.

Again, just like Hubspot and Yesware, email tracking can be enabled on a per-email basis. With Mixmax, you can do this by clicking the “Track” icon when composing an email. By default, this will stay enabled until you disable it for a particular email.

Mixmax can be used for free. However, a link will be placed at the end of each email that says “Sent by Mixmax”:

You can remove this link, but you will have to do so everytime you create a new email. Paid plans start at $12/month.

Mixmax will be good for anyone that uses Gmail and likes the features of a tool like Yesware but doesn’t want the intrusive interface that Yesware adds to Gmail. Again, Mixmax will only work with Gmail and can’t be used with email marketing platforms such as MailChimp to track leads at scale.

How to Setup Email Tracking (with an Email Tracking Pixel)

Setting up email tracking is different with each email tracking software. Some companies, such as Hubspot, have a Chrome Extension that will set this up for you if you track emails via Gmail. But as we mentioned above, tools like Hubspot can be a bit limited.

So we want to briefly cover how to setup email tracking with LeadBoxer so that you can track leads over the course of a person’s entire customer journey.

In order to track email opens, LeadBoxer uses a tracking pixel

This tracking pixel is a transparent image with the size of 1×1 pixels that can be embedded in an email. Then, once someone opens that email, the image is downloaded. This is how email tracking can identify when an email has been opened.

From this download, it’s also possible to tell the time and date the email was opened, how many times the email has been opened, and from what type of device the email was opened on.

From with LeadBoxer, this pixel can be generated and needs to be added to the source code of your emails (example below):

There are 3 parameters within this snippet of code that can to be set: the dataset ID, Campaign Name, and the email of the recipient. The recipient’s email can be added using a Merge tag. This tag will dynamically add a person’s email from your list to this link so that their activity can be tracked. Our generator can be used to easily create your tracking pixel.

For more information on these parameters, Merge tags and using the generator, please visit this article.

Tracking email clicks

The tracking pixel will take care of tracking email opens and reads. From there, to track link clicks and identify customers with it, parameters with merge needs to be added to any link in your email that you’d like to track.

Here’s how the URL will look once the code has been added and a person clicks on that link:

Once the code is added, LeadBoxer will be able to begin collecting data. For example, when a person opens that specific email, this action will be added to the person’s existing customer journey.

This way, you will know exactly when a person has clicked your email and you’ll be able to see their entire history. Also, once this person clicks through via email, they are then identified for all past, present, and future behavior.

Email Tracking Limitations

Of course, there are limitations when it comes to email tracking. The main ones include:

Images Need to be Enabled

With any email tracking software that relies on a tracking pixel to identify opens, in order for email tracking to work, image loading must be enabled by the person’s email client.

Some email clients block external images by default or can be set by the user to not load when opening an email. If this is the case, the pixel will not be loaded and there will be no way to identify whether or not that email was opened (or any other information that can be gather using email tracking).

Your Pixel Could Be Blocked

Just as there is email tracking software, there is also software to prevent email tracking. Pixel Block and Ugly Email will both prevent the email tracking pixel from being loaded. Ugly Email will also let the recipient know if you are using email tracking software and can even identify which software the sender is using.

While it may be rare that your recipients will use an application like this, it’s something to be aware of.

Email Tracking Tips & Best Practices

Lastly, we want to cover a few tips to make email tracking easier for you and hopefully, more successful:

Use Email Templates

Using email templates can help save time when adding tracking links to your email and help you follow up to leads quicker.

For one, having a few email templates that you can edit will save you time having to insert the tracking pixel code to links within the email that never change (for example, a CTA at the bottom of your email).

Additionally, having a few emails ready to go when you need to follow up with a lead will allow you to touch base quicker versus having to waste time trying to think of what to say.

Test Thoroughly

Before sending any tracked emails, make sure to test that everything is working correctly. First, send a tracked email to yourself or other members on your team to ensure that email opens and other track information is being identified.

Encourage Recipient’s to Whitelist Your Email

Whitelisting is an action that can be completed in a person’s inbox to ensure that emails from a specific email address are received and that images are downloaded.

By encouraging your recipient’s to whitelist your email address, you can ensure your emails are being delivered and that images are being download. Therefore, the tracking pixel will also be download, allowing you to track the recipient’s email and web activity.

Develop a Follow Up Strategy

Decide on a follow up strategy before you even send an email to any of your “hot” leads. That way, when someone opens your email or completes another specific action, you’ll already know what to do next.

Decide when will be the best time to follow up. For example, how many times do you want the recipient to open the email before following up? Or, how much time do you want to wait after they’ve opened the email?

Additionally, have some follow up emails already created and ready to go. This will help to save time and allow you to follow up quickly.

Start Your Free Trial to track your emails

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LeadBoxer Now Officially Integrates with Zapier!

LeadBoxer now officially integrates with Zapier, meaning you can now connect it to 1,000 other web tools.

With workflow automation tool Zapier, you can set up your own codeless integrations called “Zaps”. Zaps will automatically send information from one tool to another, so you’ll spend less time manually transferring data between your business tools and can dedicate more focus to creative, big picture tasks.

LeadBoxer offers a Zapier integration so that you can use LeadBoxer data with almost any of your favorite software and sales tools without being a developer.

What does that look like in practice?

It means you can setup a LeadBoxer account, collect leads, and send them where they need to go. For example; integration with SalesForce. LeadBoxer will work to identify leads on your site and feed them into your SalesForce CRM, so that they are visible to your sales team.

Try Out Our Pre-Made Integrations

No matter what other apps you use, chances are LeadBoxer integrates with them via Zapier. Here are some of the most popular integrations that LeadBoxer users already use to be more productive.

How To Automate LeadBoxer with Zapier

  1. Sign up for a LeadBoxer account, and make sure you have a Zapier account
  2. Try some pre-made LeadBoxer integrations and learn more about how APP works with Zapier
  3. Check out our help documentation for details on connecting your account and setting up your first Zap
  4. Or login and build a custom workflow with APP and Zapier

New to Zapier?

It’s a tool that helps anyone connect apps and automate workflows – without any complicated code. Sign up for free to use LeadBoxer with Zapier.

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?

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Understanding “Warm Leads”

Freelance Writer Alex Levitov

In one of our previous articles we discussed why warm leads are better for your business but we realised we got ahead of ourselves. So, we decided to double back and try to understand what are warm leads.

Every company needs to follow up and nurture leads as part of its sales process. Warm leads are nothing more than individuals who have expressed an interest in your company in the past or people with whom you wish to establish a relationship. It could be something as simple as a person filling up an online form and asking for more information on a certain product, or making connections with the staff of a particular organisation. When these people get a visit or a call, it classifies as a warm lead. warm-leads-leadboxer

Whereas cold leads are taken by surprise and often turn negative, warm leads are formed out of a pre-existing relationship or expression of interest. This makes it a lot easier to approach a potential sale, and places warm leads on top of cold leads in the sales cycle. Warm leads result in more effective sales talk.

Why are They Beneficial?

Think of it this way: Would you like it if someone tried to sell you something within the first five minutes of knowing you? Of course not! The same applies to your customers as well. They hate it when your company tries to push a product/service on them, and are more likely to walk away. Even worse, they will probably remember your company in a negative light.

This is exactly why warm leads are preferred. Businesses, especially small ones, rely on warm leads to establish a certain level of trust with possible clients until they are ready to purchase from them. Establishing trust is an integral part of the sales process because the warmer the lead, the higher chance there is of converting it to a sale. Sizeable companies have systems in place for a formal sales process, and these involve introducing the brand to a potential customer, referred to as the lead.

The more the lead becomes exposed to the name and message of the brand, the more it begins to trust the brand over time. Warm leads are primed in such a way that closing sales becomes easy. In fact, companies boasting of solid, well-thought-out sales processes are adept at monitoring calls, messages, emails, and outreach so that each lead understands precisely where every person is in the process.

The Thing About ‘Warm Leads’

The term “warm leads” is quite flexible. For example, any prospect that has been referred to a business website also qualifies as a warm lead, even though the organisation did not contact that prospect directly. Just the fact that the referrer recommended that particular company to the prospect means that an indirect connection has formed between the company and the lead. It is not necessary that the prospect know the business; simply knowing the person who referred them to the company is enough. In this case, the referrer serves as a sort of middleman, which means that generating warm leads is not a linear process.

There is a flexibility associated with warm leads that is missing in others. This makes them all the more lucrative. When a prospect reaches out to the business looking for information, they usually try to find out the contact number or fill out a form on the website requesting a call back. Such prospects are intrigued to go through all the effort to reach out to the business by themselves, without knowing anything about the company. This shows just how easy it is to work with warm leads rather than cold leads.

Warm Leads Mean More Conversion Probability

Though there is still some amount of rapport building to be done on your part, warm leads are simpler to convert into sales than cold calls. The fact that the business had previously established a connection or contact with the prospect is indicative of the fact that they already had some amount of trust between them. This is the reason why the prospect will actually read or listen to whatever you have to say. They will be willing to invest time, and will not be as quick to walk away from the product or service as a result.

Warm leads are actually quite pleasant from the standpoint of the salesperson. They find it easier to distinguish between warm leads and cold leads and interact with the former; all it requires is a little bit of common sense and practice on their part. In the end, what matters the most is the way the prospect views the interaction, instead of how the business classifies it. While interacting with a warm lead, the company should always make it a point to introduce itself and then immediately raise the topic of their pre-existing association with the prospect. The way they respond should be an indication whether the sales team should pursue this lead for conversion or not. The moment you get some sort of acknowledgement about your connection with the prospect, you need to move forward with confidence.

A business is better of investing all their efforts on warm leads rather than cold leads due to the higher probability of conversion. You might have ten cold leads in hand, but compared to them one warm lead is always a better use of your time. Firstly, it is difficult to try and monitor tend cold leads. A person who is familiar with your name or the name of your company and has taken an interest in your services or products will be easier to pin down, rather than the phone numbers of people who have never even heard of you.

How to Generate More Warm Leads?

Some companies resort to paying for long list of email addresses, phone numbers, and data packs. But this cold approach is a hit-and-miss, and less effective than building and nurturing existing relationships with customers. Your time and money is better spent elsewhere, namely creating new relationships and links with interested parties. Such a process can be time-consuming, but the payoff is always greater. Cold calling isn’t something that their sales people enjoy, but they need to do it as part of their job. The trick is converting the cold leads into warm prospects, thereby increasing the chances of a successful sale by the sales team. Some of the most effective methods are given below.

Forming a Blog

If you have an expert sales team on your payroll, chances are you won’t have to work too hard to reach out to customers who know nothing about your business; instead the leads will come to you. It becomes possible through the creation of a website that also hosts a blog offering good content. This, in turn, forms a lead nurturing process that sets your company up with warm leads. All you need to do is research, create a blog with the help of one of platforms for business and share good content on your blog. The blog creates a platform to help attract prospects to your business. This not only improves the SEO but automatically alters the feel of the conversation. The tables are now turned in your direction, and prospects understand that you have valuable insight to provide them before they even engage you directly.

Using Lead Capture Techniques

Get your prospects to visit your website by setting up a well-aimed blog. However, you should make it a point to know who those site visitors are before they leave. Otherwise, it would all be in vain. Use lead capturing to get the details you require about your visitors. Lead capturing involves creating helpful content that solves the problems of your personas. You need to link your blog readers to a specific landing page that requests them to fill up a quick form. As soon as the form is submitted, allow them to access the content for free. Now it is up to the reader whether they share the content you sent with co-workers or friends. What matters is that you have managed to catch their interest and are on your way towards building a relationship.

Using a CRM System

It is best if your company uses CRM software. This ensures that none of the information you gleaned from your leads go to waste. You will find lots of different tools on the Internet that not only monitor who visited your website, but what they looked at, when they visited, and what offers they downloaded as well. The purpose of this data is to provide you with a clearer picture of your lead and initiate a conversation. Once you are able to determine what attracted the lead to your website in the first place, it’s easy to work out the issues they are trying to solve. Your sales team can help you with this.

Harnessing the Power of Social Media

It is important you know how to use social media for the benefit of your company. Simply opening accounts on social networking sites is not going to help; you must know how to get the most out of them. It helps if you begin by thinking long-term. You will be able to generate the initial interest via a clever post or a giveaway. New business is always appreciated, but you should also have a plan on how to plan on building on that foundation. Otherwise, you are going to lose any business as soon as you get it. Social media metrics are a great way to become familiar with your audience and their needs. However, you should first determine the market you wish to cater to. Also, it is important to link your company’s posts, tweets, and updates with the landing page. This will give visitors the chance to know your company even better.

Cross Promotions and Referrals

Warm leads aren’t always the tricky affair that people make them out to be. For instance, customer referrals are a great way to generate business-to-business leads. Customer referrals are built out of trust. Another great option is cross promotions with other businesses. This method provides a cost-effective, easy and quick way to reach new customers; customers who you otherwise would never have been able to gain access to. This is a highly exciting prospect. Planning cross promotions carefully is a great way to tap into an audience base that has high interest in your product.

Webinars and Face-to-Face

Despite the rise of social media techniques, the old-fashioned approach is long from dead. It works wonders, especially in the form of executive events and webinars, where it is possible to interact directly with the lead. Due to the overwhelming focus on technology in the current digital age, the old ways are easy to overlook. But, these methods were used for a very long time and with good reason – they were effective. So your company could try this out. Even telemarketing is capable of providing positive results if forearmed with the right sort of information.

Email

Generating a warm lead through email is possible if you email one of the higher-ups in the organisation and ask for a referral down to the correct individual, or email the decision maker directly. Irrespective of your approach, a lot rides on the subject line of your email. It needs to be interesting enough for the lead to actually read it and open the mail.

There is a particular way to develop effective cold email subject lines. Use the names of the leads in the subject line only if it makes sense. Keep the subject as specific as possible. Make the subject line as personal as you can so that it appeals to the lead, and turns it warm. Make sure that the email doesn’t sound too much like a marketing email. Try to keep it casual yet professional. You could try experimenting with a question format for the subject line of the email. Always make sure that you deliver what was promised in the subject line in the actual email.

Customers are no longer the same, and sales and marketing are trying to keep up. The rise of search engines and social media, businesses and individuals do not have to wait for sales people to approach them. They themselves can go looking for the things they want and choose whichever company offers the same. Sales and marketing work together to bring in warm leads. This helps create more business than cold leads ever could.

How to Create a Successful Content Marketing Strategy

Stay Ahead of the Game: Effective Lead Generation Strategies in 2017

Contribution from freelance writer Jackie Wills

Lead generation, like almost everything in the business world, is a fluid and ever-changing paradigm.  Sticking doggedly to strategies that worked in 2015 may result in a business seeing a depressing decline in lead generation numbers in 2017.  Staying ahead of the game is crucial to quality lead generation in a competitive marketplace, and in order to do so, it stands to reason that a business should be constantly analysing the range of lead generation strategies that are available to them, in order to ascertain which are the most successful, and which will suit their business model most comfortably.

In order to analyse which lead generation strategies are going to be the most useful and profitable for a given business, it is necessary to break down which strategies tend to be the most successful.  There are numerous channels used by B2B marketers to generate leads, including online directories, re-targeted adverts, rented lists, live events and affiliate marketing, but there are four channels which stand out as being the most efficacious.  A number of different surveys have been undertaken, and top spot tends to differ based upon which institution organised the poll, but there are four channels which consistently register as the strongest: Email Marketing, Search Marketing, Social Marketing and Content Marketing.

Email Marketing

Email Marketing has been a mainstay of lead generation for two decades now, but the proliferation of email sign ups and heavy spamming means that there are diminishing returns for traditional email marketing techniques.  However, new advances in marketing automation mean that many businesses have had great success in using this refined version of an old technique.  Marketing automation software allows email marketing to be both automated and, crucially, targeted and personalised to each potential client, by using data from the business’s CRM and metadata from their website and landing page.  Instead of ‘spamming’ thousands of emails to every person who has ‘signed up’, i.e. entered their email address into your system, each person will receive a marketing email that seems to anticipate their needs.  A fine example of this is the case of Paper Style, a business that sells wedding cards and invitations.  They created a dual marketing sequence, split by whether the potential customer was buying for their own wedding, or for a friend’s. Each sequence had its own order, which was devised based on an analysis of their previous sales data.  Brides-to-be, for example, would require different products than Maids-of-Honour; the former purchasing wedding invitations, for example, and the latter bridal shower invitations.  The order in which they purchase products also tended to be sequential, with, for example, wedding invitations first and ‘Thank You’ cards last.  By devising these two parallel marketing sequences, every potential customer who had entered their details could be, by way of an initial email, sorted into the appropriate marketing sequence.  This then allowed the automated marketing system to send personalised marketing emails which seemed, to the customer, to anticipate their needs every step of the way.  The results for Paper Style spoke for themselves, with, among others, an impressive 330 % uptick in revenue-per-mail.

Search Marketing

Search marketing is a product of the paradigm shift in marketing and sales that has occurred over the last two decades due to the monolithic growth of the Internet, and in particular Google.  The fact of the matter is that, for many people, the first point of call when looking for a new service or product is a Google search.  This being the case, achieving and maintaining optimum organic SEO rankings on Google is one of the key channels for generating leads. The ever-evolving complexity of Google’s ranking algorithms means that it is a great deal more difficult to achieve high organic rankings than it was a decade ago, however, that can also be a plus point: it is much more difficult for businesses to ‘game’ the algorithms, which means that a well-conceived and executed SEO strategy can pay dividends. The reality of search marketing now is that it is inextricably linked with our next topic: content marketing.  The SEO strategies of a business need to be aligned with their content strategy, and achieving a symbiosis between the two is crucial to achieving the first-page ranking that isconten needed to deliver good quality business leads.

Content Marketing

Content Marketing is increasingly important in an age when people are used to being on the receiving end of a great deal of information.  Whether B2B or B2C, potential clients and customers expect it.  This presents its own problems, but also its own opportunities: with so much information and content out there, much of it becomes, at worst spam, and at best nothing more than background noise.  However, this creates a space for companies that can make their content stand out from the crowd, and deliver information that is both targeted and, most importantly, helpful to the prospective customer.  This dichotomy of problem-and-opportunity is a theme within Content Marketing, as the sheer range of possible content means that is possible to waste time and money on creating content that will have no demonstrable impact upon ROI rates, but likewise the opposite is true; a judicious choice and deployment of content can generate a huge amount of interest.  Content can also act as what is known as a ‘lead magnet’, in as much as they can offer an incentive for potential customers to provide their email address.  Many people are wary of doing so because of the proliferation of spam messages and mailing lists, and are much more inclined to enter a company’s email system if they ‘get’ something before they ‘give’.  Content can be deployed in such a way with superb results: offering a free E-book, or webinar, access to interviews or even a free trial are often very successful in generating leads, as well as beginning a process of engagement between the potential customer and the business.  Furthermore, content such as blogs can perform a dual function: working in