Workflows make up a huge part of your sales, marketing and operations strategies. They help you save time and money. Workflows are a great way to streamline your process and systemize your business, ensuring nothing slips through the cracks.
Onboarding Manager, Oscar Saldana, discusses the best ways to setup your GreenRope groups for success. Organizing and segmenting your contacts is critical for sales and marketing effectiveness.
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This document provides information about an upcoming webinar on customer experience and journey mapping hosted by SimplyCX Inc. It includes details about the webinar agenda and speakers Charlie Colquhoun, Founder and CEO, and Alessandra Gyben, Marketing Director. Biographies of the two speakers are also provided, along with examples of Charlie's background and experience in customer experience consulting. The document offers an overview of key concepts that will be covered in the webinar, including the five elements of customer experience success, an introduction to customer journeys, and how to build a first customer journey map.
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Discover how you can build targeted customer journeys to help nurture your leads and drive them down you funnel. Join GreenRope Marketing Coordinator, Madison Potter, as she walks you through the basics of lead nurturing and customer journeys and shows you how to set them up in GreenRope.
GreenRope's CEO Shares Latest Updates, Upgrades & What's Ahead in 2019GreenRope
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Intro to GreenRope's Customer Journey Mapping ToolGreenRope
This document provides an overview of customer journey mapping. It discusses why customer journey mapping is important, key ways to get started with mapping including getting the right perspective, identifying holes in current processes, and opening communication between departments. It also covers how to create a customer journey map using GreenRope software and best practices for mapping including having a clear beginning, middle, and end for each journey.
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This document provides an agenda and overview for a presentation on effective direct marketing design and copy best practices. The presentation covers why behavioral psychology is important for marketing, effective print design techniques and examples, case studies on direct mail campaigns, how customer relationship management (CRM) and marketing automation can enhance direct mail, and how the companies Postalytics and GreenRope work together. Techniques discussed for direct mail include teased reveals, gamification, the rule of three, techniques to help information be understood at a glance, using checks, effective typeface and font sizes, storytelling, repetition, playing on emotions like pride and surprise, making promises, using secrets and time constraints.
Onboarding Manager, Oscar Saldana, discusses the best ways to setup your GreenRope groups for success. Organizing and segmenting your contacts is critical for sales and marketing effectiveness.
How to Build Your First Customer Journey MapGreenRope
This document provides information about an upcoming webinar on customer experience and journey mapping hosted by SimplyCX Inc. It includes details about the webinar agenda and speakers Charlie Colquhoun, Founder and CEO, and Alessandra Gyben, Marketing Director. Biographies of the two speakers are also provided, along with examples of Charlie's background and experience in customer experience consulting. The document offers an overview of key concepts that will be covered in the webinar, including the five elements of customer experience success, an introduction to customer journeys, and how to build a first customer journey map.
Creating Customer Journeys for Lead NurturingGreenRope
Discover how you can build targeted customer journeys to help nurture your leads and drive them down you funnel. Join GreenRope Marketing Coordinator, Madison Potter, as she walks you through the basics of lead nurturing and customer journeys and shows you how to set them up in GreenRope.
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Intro to GreenRope's Customer Journey Mapping ToolGreenRope
This document provides an overview of customer journey mapping. It discusses why customer journey mapping is important, key ways to get started with mapping including getting the right perspective, identifying holes in current processes, and opening communication between departments. It also covers how to create a customer journey map using GreenRope software and best practices for mapping including having a clear beginning, middle, and end for each journey.
Creative That Works: Design & Copy Best Practices for Better MarketingGreenRope
This document provides an agenda and overview for a presentation on effective direct marketing design and copy best practices. The presentation covers why behavioral psychology is important for marketing, effective print design techniques and examples, case studies on direct mail campaigns, how customer relationship management (CRM) and marketing automation can enhance direct mail, and how the companies Postalytics and GreenRope work together. Techniques discussed for direct mail include teased reveals, gamification, the rule of three, techniques to help information be understood at a glance, using checks, effective typeface and font sizes, storytelling, repetition, playing on emotions like pride and surprise, making promises, using secrets and time constraints.
Why Customer Journey Mapping is So Essential to Growing Your BusinessGreenRope
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The document discusses the benefits of meditation for reducing stress and anxiety. Regular meditation practice can help calm the mind and body by lowering heart rate and blood pressure. Studies have shown that meditating for just 10-20 minutes per day can have significant positive impacts on both mental and physical health over time.
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The General Data Protection Regulation (GDPR) is a regulation scheduled to be enacted on May 25, 2018. It is designed to protect the privacy and rights of EU citizens, no matter where they are in the world. These slides cover the basics of these regulations and how you can make sure you are EU compliant.
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Digital marketing trends that will be covered in this webinar include:
· Mapping and analyzing every touchpoint in the customer’s digital journey to create clear and concise content tailored to both the online and mobile user
· Connecting digital customer journey touchpoints with in-person experiences (e.g., online ordering with same day in-store pick-up or making reservations online)
· Being customer focused with an emphasis on responding to customer need states
· Using micro targeting for digital communications
· Personalizing digital content to give brands a more human feel
· Engaging in cutting edge digital initiatives such as cognitive intelligence/artificial Intelligence to further humanize the digital experience.
· Working to engage customers on an emotional level, avoiding the hard sell
The increase in digital marketing is fueling a trend around data-driven decision making. This webinar will also cover digital data and analytics topics including:
Usage tracking
Behavior analysis
Real-time dashboard reporting
Programmatic media
Join Client Services Rep, Ian Cuatico, as he covers the art and benefits of project management, with a live demo of project management module within GreenRope
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Lars Helgeson, Founder & CEO of GreenRope, presents at the Small Business Web Summit in San Francisco. In his presentation he talks SaaS marketing and growing your business through resellers.
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The document discusses developing an effective lead nurturing strategy. It begins with key stats showing the benefits of lead nurturing, such as a 451% increase in qualified leads. It then defines lead nurturing as developing relationships with potential customers through consistent touchpoints. Examples of lead nurturing include drip campaigns, which automate follow ups, and workflows to create consistent follow up processes. The document stresses determining your funnel stages and personas to plan targeted content and follow ups like emails and calls. It emphasizes using drip campaigns and workflows together to nurture leads through automated and personalized follow ups.
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𝐔𝐧𝐯𝐞𝐢𝐥 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐍𝐄𝐖𝐍𝐓𝐈𝐃𝐄’𝐬 𝐋𝐚𝐭𝐞𝐬𝐭 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬
Explore the details in our newly released product manual, which showcases NEWNTIDE's advanced heat pump technologies. Delve into our energy-efficient and eco-friendly solutions tailored for diverse global markets.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Why Customer Journey Mapping is So Essential to Growing Your BusinessGreenRope
This highly informational webinar covers what journey mapping is, how it is used to improve your customers’ experience, and ultimately understand how your organization is aligned to deliver experiences that customers love to tell their friends about. This session is hosted by Customer Experience Consultant & Journey Mapping Practice Expert, Charlie Colquhoun and moderated by Marketing Manager at GreenRope, Alessandra Gyben.
Influencer Marketing: What it is and How to Run a Successful Campaign (final)GreenRope
The document discusses the benefits of meditation for reducing stress and anxiety. Regular meditation practice can help calm the mind and body by lowering heart rate and blood pressure. Studies have shown that meditating for just 10-20 minutes per day can have significant positive impacts on both mental and physical health over time.
Improving the Customer Experience with the Operations SuiteGreenRope
This webinar hosted by GreenRope Advocacy Manager, Madison Potter, gives a high-level overview of GreenRope's Operations Suite. She covers ticketing, organizational chart, project management, workflows, and more.
What is Lead Nurturing and How to Develop a StrategyGreenRope
This webinar covers the basics of lead nurturing and how to develop an effective nurturing strategy. Marketing Manager at GreenRope, Alessandra Gyben, discusses content, phases of the sales funnel, customer journeys, drip campaigns, and more.
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Learn all about how to use GreenRope's learning management system module. Perfect for certification programs, onboarding new clients, employees & more.
The General Data Protection Regulation (GDPR) is a regulation scheduled to be enacted on May 25, 2018. It is designed to protect the privacy and rights of EU citizens, no matter where they are in the world. These slides cover the basics of these regulations and how you can make sure you are EU compliant.
New CRM Features, Custom Objects, Strategy & More with GreenRope's, Lars Helg...GreenRope
CEO of GreenRope and Author of CRM for Dummies, Lars Hegelson open himself up to all GreenRope users and interested attendees alike to share details about GreenRope's latest updates, how to turbocharge your CRM, and of course, what's to come in 2018.
Digital trends in marketing data and analytics webinar december 12 2017GreenRope
A research study conducted by Q2 Insights in early 2017 with Marketing Leaders (Chief Marketing Officers and Vice Presidents of Marketing) revealed a number of trends in marketing. The one that is top-of-mind for most marketing leaders is digital marketing. During this webinar, Kirsty Nunez will talk about digital trends in marketing, data and analytics based on interviews with marketing executives from companies such as HP, IBM, Qualcomm, WD-40, and Jack in the Box.
Digital marketing trends that will be covered in this webinar include:
· Mapping and analyzing every touchpoint in the customer’s digital journey to create clear and concise content tailored to both the online and mobile user
· Connecting digital customer journey touchpoints with in-person experiences (e.g., online ordering with same day in-store pick-up or making reservations online)
· Being customer focused with an emphasis on responding to customer need states
· Using micro targeting for digital communications
· Personalizing digital content to give brands a more human feel
· Engaging in cutting edge digital initiatives such as cognitive intelligence/artificial Intelligence to further humanize the digital experience.
· Working to engage customers on an emotional level, avoiding the hard sell
The increase in digital marketing is fueling a trend around data-driven decision making. This webinar will also cover digital data and analytics topics including:
Usage tracking
Behavior analysis
Real-time dashboard reporting
Programmatic media
Join Client Services Rep, Ian Cuatico, as he covers the art and benefits of project management, with a live demo of project management module within GreenRope
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Print marketing is still a highly effective tactic, in fact, it's coming back with a vengeance. The hand-written letter is macing a comeback in a big way, helping businesses stand out from the competition, bringing in extra, more personalized touch points.
Content Creation through the Funnel: A conversation with GreenRope & BlogMuttGreenRope
Your content drives your marketing automation strategy. Find out what the experts have to say about creating compelling content that converts leads into customers.
Larry Helgeson, founder and CEO of GreenRope, presented an agenda covering updates to EU-US and Swiss-US Privacy Shield, a new import user interface, integration with Zapier and a new CRM connector zap, the ability to hide store item categories, new task commenting features in project management, document preparation and digital signing tools, and new features for importing, exporting and restarting journeys in workflows. The presentation aimed to provide attendees with information on the latest innovations to GreenRope's sales and marketing platform and its commitment to data protection.
Lars Helgeson, Founder & CEO of GreenRope, presents at the Small Business Web Summit in San Francisco. In his presentation he talks SaaS marketing and growing your business through resellers.
Nick Bokaie and Alex Tarantino presented on effective landing page design. They discussed the purpose of landing pages is to drive clicks or leads from marketing campaigns. There are two main types - click-through pages meant to guide users to a desired page, and lead generation pages to capture user data. They covered fundamentals of quality landing pages like positioning calls-to-action above the fold and using directional cues. The presentation also provided tips for creating a strategy, best practices like maintaining branding, and examples using the GreenRope platform before opening for questions.
You have a customer experience whether you know it or not. Drip campaigns and workflows all make up your customer journey and ultimately affect your customer experience. Learn how to leverage these tools to bring your sales and marketing together.
Optimize for the Inbox: Email Deliverability GreenRope
Email marketing is still one of the best ways to reach your audience. Join ISP Relations Manager, Jill Dimel, as she discusses best practices for optimal delivery.
Developing a Killer Lead Nurturing StrategyGreenRope
The document discusses developing an effective lead nurturing strategy. It begins with key stats showing the benefits of lead nurturing, such as a 451% increase in qualified leads. It then defines lead nurturing as developing relationships with potential customers through consistent touchpoints. Examples of lead nurturing include drip campaigns, which automate follow ups, and workflows to create consistent follow up processes. The document stresses determining your funnel stages and personas to plan targeted content and follow ups like emails and calls. It emphasizes using drip campaigns and workflows together to nurture leads through automated and personalized follow ups.
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𝐔𝐧𝐯𝐞𝐢𝐥 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐍𝐄𝐖𝐍𝐓𝐈𝐃𝐄’𝐬 𝐋𝐚𝐭𝐞𝐬𝐭 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬
Explore the details in our newly released product manual, which showcases NEWNTIDE's advanced heat pump technologies. Delve into our energy-efficient and eco-friendly solutions tailored for diverse global markets.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
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We know we want to create products which our customers find to be valuable. Whether we label it as customer-centric or product-led depends on how long we've been doing product management. There are three challenges we face when doing this. The obvious challenge is figuring out what our users need; the non-obvious challenges are in creating a shared understanding of those needs and in sensing if what we're doing is meeting those needs.
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Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
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Workflows: What, Why, How (Hint: Your ultimate efficiency tool)
1. W O R K F L O W S : W H A T ,
W H Y , H O W .
P R E S E N T E D B Y M E L I S S A R I B A
M E L I S S A @ G R E E N R O P E . C O M
2. A G E N D A
• What is a Workflow?
• How to Create Workflows
• Workflow Triggers
• Tracking your Workflows
• Q&A
3. What is a Workflow?
A workflow consists of a sequence of steps/ activities/ tasks that can happen over a
period of time. Workflows help implement specific business processes and help a
team/business stay organized and on top of their follow ups, projects, and tasks.
4. Sales Workflow: Triggered by Lead Scoring
> Alert email to sales rep
> Sales rep assigned CRM activity to call
> Added to the sales rep’s group
E X A M P L E
W O R K F L O W S
5. Marketing Workflow: Triggered by Clicking
a Link in an Email
> Alert email to marketing coordinator
> Contact is added to marketing group
> Marketing coordinator is assigned task to
send hand-written thank you note
E X A M P L E
W O R K F L O W S
6. Operations Workflow: Triggered by Ticket
Submission
> Alert email to support staff
> Follow up activity assigned to support
staff
> Email sent two days later with survey
E X A M P L E
W O R K F L O W S
7. C R E A T I N G Y O U R W O R K F L O W S
• Step One: Determine Your Processes
• Step Two: Customize Your Activities
• Step Three: Create Your Workflows
• Step Four: Add Your Workflow To Its Trigger
8. You need to plan your strategy!
Things to think about:
What activities make up your process?
- Emails / Phone Calls
- Meetings
- Signed agreements
- Walk-throughs
- Product demonstrations
- Payment
Who is in charge of completing these activities?
S T E P O N E :
D E T E R M I N E Y O U R
P R O C E S S E S
9. Think about the activity types that will be part of
your workflow.
If you need custom activity types, make sure your
account owner adds them before creating your
workflows.
S T E P T W O :
C U S T O M I Z E Y O U R
A C T I V I T I E S
10. Let’s use the marketing workflow below as an
example of how to create a workflow in GreenRope.
• Marketing Workflow: Triggered by Clicking a Link
in an Email
> Alert email to marketing coordinator
> Contact is added to marketing group
> Marketing coordinator is assigned task to send
hand-written thank you note
S T E P T H R E E :
C R E A T E Y O U R
W O R K F L O W S
11. Workflow triggers:
- Clicking on a link in an email
- Filling out a signup form
- Lead scoring automation
- Submitting a ticket
- User-defined field data changing
- Completing a survey
- Answering a specific survey question
- Answering a specific survey questions with a specific
answer
- Purchasing an item from a storefront
- Completing a CRM activity
- Being added to a group
- Checking into an event
- Manually
And more!
S T E P F O U R : A D D
Y O U R W O R K F L O W
T O I T S T R I G G E R
12. T R A C K I N G Y O U R W O R K F L O W S
• Automation Manager
• CRM Activity Reports
• Workflow Triggering Reports
14. T H A N K Y O U
F O R L I S T E N I N G A N D E N G A G I N G
P R E S E N T E R E M A I L : M E L I S S A @ G R E E E N R O P E . C O M
O U R S U P P O R T T E A M : S U P P O R T @ G R E E N R O P E . C O M