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DREAM. DELIVER. ELEVATE.
MARKETING AND TECHNOLOGY PLATFORMS:
TECHNOLOGY THAT HELP YOU MANAGE AND GROW YOUR
BUSINESS
SCORE Broward
August 2018
Today’s Agenda
• The Small Business Website
• Technology Platforms and Tools
• Integrating Marketing and Technology
• Analytics and Reporting
What is a Website (for small businesses)?
“A website is a necessity for entrepreneurs, small businesses, home-based
businesses, and anybody selling products or services.” - Forbes.com
● Mine Prospects
● Deploy Marketing
● Manage Leads
● Generate Sales
● Account Management
● Analysis and Reporting
“When you are trying to get a potential client to know, like and trust you, their
first impression of you is a backbone component.” - Business.com
Your website should do the following for you:
The Technology Marketing
System
1. Website
2. Customer Relationship Management (CRM)
3. Email Service Provider
4. Marketing Automation System
5. Simple Bookkeeping System
6. Dashboard Reporting / Analytics
6 Things Needed To Start A Digital Marketing Campaign:
Platforms, Tools, and Technologies To Consider
Website
Promote your service offerings
Generate Leads
Customer Relationship Management (CRM)
Organize Tasks Between Sales, Marketing, and Account
Management
Email Service Provider
Communicate with Prospects and Leads
Push Marketing, Education Marketing
Marketing Automation System
Integrates the Sales, Marketing, and Reportings Systems
Dashboard Reporting / Analytics
Monitor KPIs needed to determine the real-time ROI of
marketing efforts
Case Study: Integrating It All
Website: Used to showcase
your business and services AND
TO channel visitors to initiate an
inquiry. (Mining for Leads)
CRM: Used to do
everything else! If set up
correctly, a CRM SHOULD
work for you by processing
tasks that helps to transition
a prospect, to a lead, then
to a customer.
Dashboard: The
place for monitoring
the results of your
marketing efforts
(ROI)
The Integrated Marketing Process
1. The Website is the tool to promote your
business.
1. Once a visitor Calls, Chats, Emails, or Submits
a form on your website, the data is collected in
real-time and transferred as a “lead” into the
CRM system.
1. The CRM:
a. Segments your prospects and leads
b. Communicates with customers
c. Manages next steps
4. The Email marketing system
communicates and educates your
prospects to keep them aware of your
service offerings and success
4. Marketing Automation System:
a. Nurtures the Leads
b. Integrates sales, marketing, and
reporting into 1 system and
dashboard.
Dashboard Analytics and Reporting
What Does Reporting Look Like?
Visual SEO and E-commerce Dashboard
Concise visual data that compares
previous years performance and that also
represents the KPI’s above.
Thank you,
DREAM. DELIVER. ELEVATE.
Peter@PeakActivity.com
@peterleshaw on Twitter
Connect with me on
Linkedin.com/In/PeterLeshaw

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August 21st – SCORE Broward : Marketing and Technology Platforms: What does this mean and how can they help small businesses be more successful?

  • 1. DREAM. DELIVER. ELEVATE. MARKETING AND TECHNOLOGY PLATFORMS: TECHNOLOGY THAT HELP YOU MANAGE AND GROW YOUR BUSINESS SCORE Broward August 2018
  • 2. Today’s Agenda • The Small Business Website • Technology Platforms and Tools • Integrating Marketing and Technology • Analytics and Reporting
  • 3. What is a Website (for small businesses)? “A website is a necessity for entrepreneurs, small businesses, home-based businesses, and anybody selling products or services.” - Forbes.com ● Mine Prospects ● Deploy Marketing ● Manage Leads ● Generate Sales ● Account Management ● Analysis and Reporting “When you are trying to get a potential client to know, like and trust you, their first impression of you is a backbone component.” - Business.com Your website should do the following for you:
  • 4. The Technology Marketing System 1. Website 2. Customer Relationship Management (CRM) 3. Email Service Provider 4. Marketing Automation System 5. Simple Bookkeeping System 6. Dashboard Reporting / Analytics 6 Things Needed To Start A Digital Marketing Campaign:
  • 5. Platforms, Tools, and Technologies To Consider Website Promote your service offerings Generate Leads Customer Relationship Management (CRM) Organize Tasks Between Sales, Marketing, and Account Management Email Service Provider Communicate with Prospects and Leads Push Marketing, Education Marketing Marketing Automation System Integrates the Sales, Marketing, and Reportings Systems Dashboard Reporting / Analytics Monitor KPIs needed to determine the real-time ROI of marketing efforts
  • 6. Case Study: Integrating It All Website: Used to showcase your business and services AND TO channel visitors to initiate an inquiry. (Mining for Leads) CRM: Used to do everything else! If set up correctly, a CRM SHOULD work for you by processing tasks that helps to transition a prospect, to a lead, then to a customer. Dashboard: The place for monitoring the results of your marketing efforts (ROI)
  • 7. The Integrated Marketing Process 1. The Website is the tool to promote your business. 1. Once a visitor Calls, Chats, Emails, or Submits a form on your website, the data is collected in real-time and transferred as a “lead” into the CRM system. 1. The CRM: a. Segments your prospects and leads b. Communicates with customers c. Manages next steps 4. The Email marketing system communicates and educates your prospects to keep them aware of your service offerings and success 4. Marketing Automation System: a. Nurtures the Leads b. Integrates sales, marketing, and reporting into 1 system and dashboard.
  • 9. What Does Reporting Look Like? Visual SEO and E-commerce Dashboard Concise visual data that compares previous years performance and that also represents the KPI’s above.
  • 10. Thank you, DREAM. DELIVER. ELEVATE. Peter@PeakActivity.com @peterleshaw on Twitter Connect with me on Linkedin.com/In/PeterLeshaw