A lead referral source is anyone who helps you with lead generation by recommending your business to someone. Referral leads are optimal because their interest is based on a recommendation from a trusted source. This increases the chances of converting them into paying customers and statistically representing higher customer lifetime value. In this article, we…
How To
CRM Team Training in 7 Steps for Small Business
Maximizing the use of customer relationship management (CRM) software is only possible when team members know how to use its various functionalities. It is crucial they understand how the use of the tool fits into their day-to-day business processes. In this guide, we share seven steps for CRM training involving planning, utilizing various resources, and…
Microsoft Advertising: How to Use Microsoft Ads in 6 Steps
Microsoft Advertising (formerly Bing Ads) is an affordable, easy-to-use platform for search and display ads. To get started, create an account, choose keywords, write your ad copy, and set your budget. Next, add your payment information and then publish your ads. Once your campaign starts running, monitor its performance and make adjustments to increase conversions…
How to Create a CRM Strategy in 6 Steps (+ Free Worksheet)
A customer relationship management (CRM) strategy is an organization’s plan of action to leverage available customer data to improve their relationship. Successful implementation of CRM strategy requires reviewing your business strategy, mapping your customer journey, understanding your team dynamics, and selecting the right tools needed to facilitate the implementation. If you are developing your CRM…
How to Make a Social Media Plan in 5 Steps [+ Free Template]
Creating a social media plan is essential for success on social networks as it allows you to save time and avoid mistakes when posting on platforms. To make one, set campaign goals, define your audience, and analyze the competition. Set your campaigns up for success with strong branding and detail the strategies you will use…
How to Write a Retail Return Policy (& Free Templates)
Your return policy isn’t the first thing that comes to mind when starting a retail business, but it’s certainly important. Writing a return policy, which sets the terms and conditions under which customers can receive a refund or exchange items they’ve purchased, is important for any retailer. These policies are meant to protect both the…
How to Write a Cold Email in 6 Simple Steps
Cold emails are marketing emails you send customers who have no previous connection with your brand to build a relationship with them. Success with cold emails hinges on your ability to entice the recipient to open and read your message and respond positively to your call to action (CTA). In this article, we explore how…
Greeting Customers: 10 Tips for Welcoming Shoppers to Your Store
Greeting customers is an important part of creating a positive shopping experience and setting the tone for your store’s customer service. A good greeting will open the door for deeper interactions, create a welcoming environment, and let shoppers know what promotions or offers you currently have available. Here we will take a look at the…