Tools for Effective Contact Management

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Your contact database is arguably your most precious asset, but it can't realize its full potential unless it is properly organized, managed, and tracked. In this class, we will cover various tools and methods that will help you create a comprehensive contact management process. You will learn how to make the most out of your business contacts by effectively using programs like Mailchimp and Social Media to track e-mail campaigns, lead generation, and conversion rates.

TAKEAWAYS

• Identify and evaluate various tools/methods for managing your contact database

• Understand how Mail Chimp integrates contact management and e-mail campaigns

• How to market to targeted contacts via Social Media

Published in: Business, Technology
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Tools for Effective Contact Management

  1. 1. TOOLS FOREFFECTIVECONTACTMANAGEMENTArt LeeFounder, Internet Marketing Coach
  2. 2. AGENDA 2YOUR MOST PRECIOUS ASSET•  Importance of Contact •  Implement in your Management marketing•  Tools and Strategies •  Social Media, Email Marketing, List Building, etc.
  3. 3. INTRODUCTION 3ART LEE‣  Seasoned digital marketer with extensive experience in leading and managing technical projects across APAC and U.S. He has both extensive technology and business skills which are both required to effectively manage any digital marketing campaign and to ensure business objectives are met. The skills that are most valued by clients is his ability to listen and to create solutions.
  4. 4. PURPOSE 4 “Businesses are more focused on immediate results. Contact management should be ongoing and has potential for huge results.” -Art Lee
  5. 5. DISCLAIMER 5 Technology changes frequently. Some concepts presented may not work as explained. It is recommended to research and test to ensure actual results.
  6. 6. Facebook for BusinessPERSPECTIVE
  7. 7. PERSPECTIVE 7THE MOST DREADED TASKFrom a recent poll of local businesses in 2012:Over 92% of local businesses stated their contact database is their most valuableasset.BUTLess than 8% are happy with how they are currently managing their contacts.ANDLess than 13% have actually created an effective system to manage theircontacts
  8. 8. PERSPECTIVE 8FUNNEL GOALS
  9. 9. PERSPECTIVE 9TARGETING CONTACTS•  The Most Defining Action of your Campaign•  Target content (event, survey, article, video, etc.)•  Digital Analytics•  Trial and Error
  10. 10. PERSPECTIVE 10CUSTOM MESSAGINGEmail Messaging directed to target audience:Target - SME: Tools for Contact Management (focus on DIY)Target - Potential Partners: “Increase customer acquisition via contactmanagement” (focused on lead generation)
  11. 11. PERSPECTIVE 11GOAL: SEGMENT & TARGET•  Most will mass email all contacts or a simple subset•  Contact management is a lot of work•  If segmentation practiced, then targeted message will yield better results•  Segmentation to a master database and then propagate to all marketing campaigns
  12. 12. DEFINECOMMUNITIES
  13. 13. DEFINE COMMUNITIES 13WHY? Understanding which communities of people you want to reach makes it easier to target the marketing channels used to deliver your message
  14. 14. DEFINE COMMUNITIES 141) Think about how and what you Promote events:will communicate. ‣  Use emails ‣  Facebook messaging ‣  Meetup.com email event notifications2) Think about who you want it to ‣  SMEs (Hong Kong)reach. ‣  Businesses offering services to other businesses ‣  New/startup business
  15. 15. DEFINE COMMUNITIES 15TARGET DIGITAL CHANNELS
  16. 16. DEFINE COMMUNITIES 16
  17. 17. DEFINE COMMUNITIES 17TIPS ON SOCIAL MEDIAAre target customers using social media. If so, how?Used for personal, business or both?Segmented contacts within Social Media?Avoid over feeding news(Emails, Facebook feed, Facebook Messaging)
  18. 18. DEFINE COMMUNITIES 18FACEBOOK SEGMENT
  19. 19. DEFINE COMMUNITIES 19
  20. 20. DEFINE COMMUNITIES 20
  21. 21. DEFINE COMMUNITIES 21TWITTER SEGMENTS
  22. 22. DEFINE COMMUNITIES 22EASIER TO READ/TRACK
  23. 23. DEFINE COMMUNITIES 23EASIER TO READ/TRACK
  24. 24. DEFINE COMMUNITIES 24TWEET TO A LIST
  25. 25. DEFINE COMMUNITIES 25RULES OF ENGAGEMENTEmail Best Permission Based Marketing DO NOT AbuseLimit point of contact and make it relevantDo not share/sell contact informationLimit your Post exposures on Social MediaProvide Unsubscribe OptionCare for your contacts as once they hate your emails you are wastingyour time
  26. 26. Define your communitiesEXERCISE
  27. 27. DEFINE YOUR COMMUNITIES 27SAMPLE SEGMENTATIONProspects – Promote Specials, Discounts EventsCurrent Customers – Promote VIP events, offers cross sellPast Customers – Promote extended offers, discountsLocation – Hong Kong– Promote partnershipsLocation – Singapore – Promote Lead ReferralsVendors – Promote partnerships and offersBusiness Partners – Share network resources
  28. 28. DEFINE YOUR COMMUNITIES 28CREATE SEGMENTS/CATEGORIES BREAK INTO GROUPS OF 3 OR MORE 1.  Come up with a list of segments/categories that make sense for your business 2.  Identify how you would market to themA CLOSER LOOK GOAL 3.  Keep in mind, type of content used Goal: To understand how you look at your contacts on a business and personal level.
  29. 29. Compiling contactsONEAPPROACH
  30. 30. COMPILING CONTACTS 30WHAT DO YOU DO? Social Business Linkedin/ Media Cards Facebook Channels Contact Database Groups Newsfeeds Email List Customer Campaigns Building Service Prospecting
  31. 31. COMPILING CONTACTS 31BUSINESS CARD COLLECTION
  32. 32. COMPILING CONTACTS 32 Ask to connect or send email.
  33. 33. COMPILING CONTACTS 33
  34. 34. COMPILING CONTACTS 34
  35. 35. COMPILING CONTACTS 35
  36. 36. COMPILING CONTACTS 36EXPORT TO CSV
  37. 37. CONTACT MANAGEMENTA LOOK ATTOOLS
  38. 38. A LOOK AT TOOLS 38SPREAD SHEETS •  Can be any spreadsheet program •  Flexible to manipulate multiple fields •  Import and export CSV files to any system
  39. 39. A LOOK AT TOOLS 39EMAIL PROGRAMS •  Categories/ Segmentation •  Add contacts immediately •  Export to CSV
  40. 40. A LOOK AT TOOLS 40OUTLOOK CATEGORIES
  41. 41. A LOOK AT TOOLS 41SALESFORCE •  Segmentation, lead management •  Social media integration still improving
  42. 42. A LOOK AT TOOLS 42MAILCHIMP •  Track, Analyze, Segment •  Connection to Social Media and custom templates
  43. 43. A LOOK AT TOOLS 43SH*T MORE CHOICES..
  44. 44. A LOOK AT TOOLS 44BEST PRACTICESKeep it simpleSocial Media Integration still yet to be effectiveFree is not always goodMust be able to track campaigns and analyze what’s going onMust be able to segment your contacts effectivelyWhatever you feel comfortable with, learn it and use it well
  45. 45. CONTACT MANAGEMENTMAILCHIMPWALKTHRU
  46. 46. MAILCHIMP WALKTHRU 46FREE! WE LOVE IT!
  47. 47. MAILCHIMP WALKTHRU 47MANAGE YOUR TEAM
  48. 48. MAILCHIMP WALKTHRU 48
  49. 49. MAILCHIMP WALKTHRU 49
  50. 50. MAILCHIMP WALKTHRU 50
  51. 51. MAILCHIMP WALKTHRU 51
  52. 52. MAILCHIMP WALKTHRU 52
  53. 53. MAILCHIMP WALKTHRU 53
  54. 54. MAILCHIMP WALKTHRU 54
  55. 55. MAILCHIMP WALKTHRU 55
  56. 56. MAILCHIMP WALKTHRU 56
  57. 57. 57FINAL TIPSYou don’t have to be everything to everybodySelect several niches and test several campaigns, split testingFind the Hot Customers, increase contact right awayIdentify V.I.P. Fans, Help them to help youKeep campaigns targeted and very focused
  58. 58. FACEBOOK FOR BUSINESS 58DISCUSSIONTIME
  59. 59. INSERT CLASS TITLE 59Q&A

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