Marketing on a shoestring budget –  GEN31 Tom Hume – VP Channel Marketing
CPE Credit In order to receive CPE credit for this session you must be present for the entire session.   Session code:  GEN31 Recommended CPE credit =  1 Delivery Method = Group Live Field of Study = Specialized Knowledge and Applications  Visit the Continuing Professional Education kiosks to enter CPE credit during the conference.
Learning Objectives After participating in this session, you will be able to:   Understand a variety of proven tactics that can be the cornerstone of a low cost marketing campaign Learn marketing investment priorities with limited marketing dollars Leave with at least 5 immediately actionable (and free) resources or techniques
The sky is falling……..
But wait…….. In the two years following a recession, firms that invested more in marketing (during the downturn) realized a 4.3% increase in their ROI compared to companies that simply maintained or even cut their level of marketing effort  (Source: PIMS Associates/Strategic Planning Institute, 2008) Firms that increase their marketing activity during a recession grow significantly faster than firms that maintain or decrease their marketing spend.  (Source: Journal of Strategy & Leadership, Vol.31, Issue 4)
Some examples of successful marketing during a recession are: Proctor and Gamble successfully marketed Ivory Soap during the Great Depression.  Intel initiated the campaign "Intel Inside” during the 1990-1991 recession.  Wal-Mart launched its "Every Day Low Prices" campaign in 2000-2001.
But ask yourself, is this you? A study recently determined firms entering a recession with: an entrepreneurial culture spare production capacity   a sufficient reserve of under-utilized workers a pre-established strategic emphasis on marketing cash are best positioned to approach recessions as opportunities to strengthen their competitive advantage .
Two types of people People who will take the time to save money People who will spend money to save time Ideas to save you money…. maybe even some time Better planning will always save you money!
You Start Out With The Four Narrowing “Must Dos”…… Narrow Your Target Market Find more customers like your best customers
You Start Out With The Four Narrowing “Must Dos”…… Narrow your core marketing message Why do your best customers do business with you? Stand out, be different and build all lead activities around owning that difference
You Start Out With The Four Narrowing “Must Dos”…… Narrow the gap between your prospects and what you know about them  Clean up your CRM system Put someone in charge Give everyone a way to collect data and centralize it Identify the data you want to collect Use the data
You Start Out With The Four Narrowing “Must Dos”…… Narrow the gap between you and your customer Bring them into your marketing mix Give them something they don’t expect Referrals
Why Referral Marketing is so important?  People actually like to give referrals Referrals are less competitive & more profitable Referrals position your brand Referrals provide credibility and trust Referrals generate more loyalty Focus on creating referrals makes you better Referral Marketing is  #1 most cost effective
Referral Marketing is  #1 most cost effective 1,000 purchased  prospect list 1% response rate 10 raw leads 50% qualified 5 qualified leads 50% close rate 2.5 sold deals ASP $5K : $12.5K sold $5K (DM, TM) =  1:3 ROI Traditional DR campaign 100 customers 5% referrals 5 referral leads 80% qualified 4 qualified leads 75% close rate 3 sold deals ASP $5K : $15K sold $500 (RP) =  1:30 ROI Systematic Referral Program
How to Build a Referral System Get crystal clear on who you want to give referrals .   Get crystal clear on who makes a good referral .   Communicate your value proposition . 
Maintaining an effective referral system What’s your referral offer?    Continue marketing to referrals Close-loop referrals
Need help getting started? Duct Tape Marketing  Referral Flood Program $399 – 4 week program Spectrum Services Group Referral Rewards Program 4 week program to build a plan Five Referral Marketing piece branded to your company Follow-up reminders to help you stay on track $795 http://www.referralflood.com/sage/PowerGroups.htm http://www.thespectrumservicesgroup.com
Public Relations Permission Marketing helps get you press Find out who your best customers are reading Offer yourself as an expert
Public Relations HARO  www.helpareporter.com Summary: ERP and manufacturing, Name: Jim Romeo Email: cntrltag-gcn@yahoo.com Title: Freelance Writer Media Outlet/Publication: TechTarget Deadline: 4:00 PM EASTERN - September 5 "I'm on assignment for TechTarget for an article on ERP for the manufacturing industry. I'm seeking industry experts and sources to discuss same. Make Your Press Release Work Harder - Press Release Grader www.pressreleasegrader.com News Release Program Exclusively for Sage Partners Juice Marketing http://www.juice-marketing.com/press.html Press Releases –  www.prfor25.com PR includes listening  to what others say about you -  Google Alerts  ,  Technorati.com , (track blogs),  Backtype.com  (remind yourself where you have commented),  Ensembli.com  (learns and filters based on the stories you read most)
Your Web Site Think of your website as your best sales rep Your website has the answers The marriage between marketing, sales and the web site Your site is the destination – capture the leads
At a minimum, does your website… display a phone number prominently on the home page have a place to request additional info show compelling reasons to do business with your company have current info on it share biographies of your top talent offer a blog (RSS feed), social networking links use an application to track performance share customer testimonials/success stories Give the reader a reason to come back
Zift Solutions Partners get Current, relevant product information and industry news published  automatically  to your Web site current Partners will be able to Enhance partner Web sites  with the latest product information; personalized to fit your company's brand and message Improve lead generation  with integrated prospect collection forms  Run campaigns  providing product communications around special offers and ongoing news http://www.ziftsolutions.com/sage Inexpensive way to  update content…
You maintain control over what is displayed on your site with capabilities to add notes, reorder stories, remove articles, and more.  Zift Syndicated Solutions –  Enhance Your Website
Webcast Lead Builder Sage Webcast Center offers 60+ live and on-demand product Webcasts per month Webcasts are hosted, presented, and maintained by Sage Software It’s free for partners and partner customers to attend Sage Webcast Lead Builder Partners link to Sage Webcast Center Leads are delivered back to the partner directly Over 400 partners today Generate  qualified leads  with minimal effort and at no cost Enroll online at  www.sagepartnermarketing.com Partner Progams > Webcast Lead Builder Inexpensive way to  capture web leads
Webcast Lead Builder Generate Leads from partner Website Free  To Join Leads Aligned back to partner!!
Websites and SEO Analytics are key   Aggressive identification of keywords - optimize for each significant page on your site  Development of deep content that feeds search engine spiders and attracts incoming links  Constant monitoring of your site statistics to track trends and progress  Remember titles and meta descriptions. "Titles" are the words that appear at the top of the visitor's Web browser. Change any “click here” links -they describe the content on the page you’re linking to; i.e., “ERP Whitepaper” is better anchor text than “click here.”  Ask yourself, "How can I use my Web metrics to show how our site is improving those goals for the organization?"  Forgotten analytics -  hassled by visiting Google Analytics every day or every week?  Use the Email function to have Google Analytics send the data directly to your In box. A time saver forcing you to be aware of how your site is doing.
Websites and SEO Easy ways to generate more links Email this page, RSS feeds, Social Media links out Claim your social media name/profiles Create accounts for your business, link back to your site Claim your Google Maps listing Go to  Google Maps  and search for yourself (such as by business name and city name]). If your business is there, click the EDIT link, and then click CLAIM YOUR BUSINESS. If you’re not listed, use the  Google Local Business Center  and follow the directions to add your business. Do the same at Yahoo Local and Microsoft Live Search Maps The steps are pretty similar. Search for your business on  Yahoo Local  and  Microsoft Live Search Maps . Yahoo specifically asks, “Own this business?” with a link to claim it. Live Search has a link that says “Change Your Business Listing.” If you need to create listings, use these links:  Yahoo Local  and  Microsoft Live Maps . Extra Credit:  Claim or cleanup your local listings on  Citysearch ,  Yelp , online yellow pages, and similar sites
Websites and SEO Easy ways to generate more links Check your foundational links Be sure you’re listed in the  Yahoo Directory ,  Open Directory ,  Business.com , and  Best of the Web  directories. Open Directory is the only one that’s free, but it can also be the hardest listing to get. (Submit and forget is the rule there.) Directory listings aren’t a golden ticket to high search engine visibility, but they do represent the foundation of a link building effort. Digg :  www.digg.com Del.icio.us :  http://delicious.com YouTube :  www.youtube.com Duct Tape Marketing Local Profile www.ducttapemarketing.com/sage/pvlocal-online-marketing.htm $179 a year
Websites and SEO Other Resources Lucid Fusion Offering a 20% discount on our web packages, as well as a 12-month, interest-free payment option for the Business Partner's portion of our services.  To take advantage of these offers, Business Partners must reserve co-op funds with us by the conclusion of the show this week and commit them by the end of the month.   Contact Zubin Mowlavi at  [email_address]
Old School Networking Business Networks Non-Profits Activity Oriented Church Plunge Into Social Networking Linked In –  www.linkedin.com Facebook –  www.facebook.com MySpace –  www.myspace.com Twitter –  www.twitter.com Networking doesn’t work if you are not engaged Social Networking
Social Media & Networking
Prospecting List Sources   An online database built, cleaned and maintained by 700K 11.4 Million  complete  contact records
Jigsaw Team (Small Business Option) * THESE PACKAGES ARE ALREADY DISCOUNTED, NO FURTHER DISCOUNTS WILL BE PROVIDED FOR THIS SECTION Database - Lists   $1000 a year*   $500 a year*   $250 a year* Option to add more contacts   Option to add more contacts   Option to add more contacts 20 Saved Searches   10 Saved Searches   5 Saved Searches Unlimited Company Data Downloads   Unlimited Company Data Downloads   Unlimited Company Data Downloads Manage tasks in Jigsaw   Manage tasks in Jigsaw   Manage tasks in Jigsaw Access to Premium features   Access to Premium features   Access to Premium features 1500 contacts every year   650 contacts every year   250 contacts every year           Essential   Select   Basic
Nurture Marketing  IMN:  http:// www.imnunlocked.com /sage/ Spectrum Services:  http:// thespectrumservicesgroup.com Tango:  www.tango-marketing.com Swiftpage:  http:// swiftpage.com /sage Juice Marketing:  http://www.juice-marketing.com
Events  Endorse Partner Sponsorships:  www.sagepartnermarketing.com Marketing Advice >>  Planning tools >> Sponsorship Resources Joint Event with Referral Partner
Low cost ads: Corporate Campaign for Partners Sage Ads:  Customizable ad templates using the new Sage  Experience ad campaign layouts. Will feature templates for all 3 key challenges  focused on in the corporate campaign.  Location:  Partner Marketing Resource Center (PMRC) www.sagepartnermarketing.com Marketing Materials > Templates > Advertising - Full- & half-page ads - Online banner ads - Choose an ad and have Sage  GBST Media, a Sage Preferred Vendor,  customize it  Marketing Materials > Corporate Campaigns - Corporate print ads – for reference only Launch Date: May 09 Advertising
Free Marketing Advice Fast Track for Growth www.sagepartnerportal.com Partner Marketing Portal www.sagepartnermarketing.com Marketing Wizard >>Quicklinks Planning Tools Marketing Advice >>  Planning tools Spectrum Services http:// thespectrumservicesgroup.com/contact.htm   Hall Marketing www.hallme.com
You must do the  Blocking and Tackling  or you’ll waste time and money Define Your Target Market Be Different! It is all about the web Your Company’s Website Social Networking Set goals and appointments with yourself to get it done You don’t have to do all these activities at once Add a new activity weekly Don’t do it all yourself Invest in the right outside resources Delegate some of these tactics The final word
?
Your Feedback is Important to Us! Please complete the evaluation form for this session.  Your feedback helps us improve future sessions and presentation techniques.  Please include your session code on the evaluation form :  GEN 31 Contact Information: Tom Hume [email_address] 949-754-3542 Thank you for your participation.

Marketing On A Shoestring Budget 5 14 09 Final

  • 1.
    Marketing on ashoestring budget – GEN31 Tom Hume – VP Channel Marketing
  • 2.
    CPE Credit Inorder to receive CPE credit for this session you must be present for the entire session. Session code: GEN31 Recommended CPE credit = 1 Delivery Method = Group Live Field of Study = Specialized Knowledge and Applications Visit the Continuing Professional Education kiosks to enter CPE credit during the conference.
  • 3.
    Learning Objectives Afterparticipating in this session, you will be able to: Understand a variety of proven tactics that can be the cornerstone of a low cost marketing campaign Learn marketing investment priorities with limited marketing dollars Leave with at least 5 immediately actionable (and free) resources or techniques
  • 4.
    The sky isfalling……..
  • 5.
    But wait…….. Inthe two years following a recession, firms that invested more in marketing (during the downturn) realized a 4.3% increase in their ROI compared to companies that simply maintained or even cut their level of marketing effort (Source: PIMS Associates/Strategic Planning Institute, 2008) Firms that increase their marketing activity during a recession grow significantly faster than firms that maintain or decrease their marketing spend. (Source: Journal of Strategy & Leadership, Vol.31, Issue 4)
  • 6.
    Some examples ofsuccessful marketing during a recession are: Proctor and Gamble successfully marketed Ivory Soap during the Great Depression. Intel initiated the campaign "Intel Inside” during the 1990-1991 recession. Wal-Mart launched its "Every Day Low Prices" campaign in 2000-2001.
  • 7.
    But ask yourself,is this you? A study recently determined firms entering a recession with: an entrepreneurial culture spare production capacity a sufficient reserve of under-utilized workers a pre-established strategic emphasis on marketing cash are best positioned to approach recessions as opportunities to strengthen their competitive advantage .
  • 8.
    Two types ofpeople People who will take the time to save money People who will spend money to save time Ideas to save you money…. maybe even some time Better planning will always save you money!
  • 9.
    You Start OutWith The Four Narrowing “Must Dos”…… Narrow Your Target Market Find more customers like your best customers
  • 10.
    You Start OutWith The Four Narrowing “Must Dos”…… Narrow your core marketing message Why do your best customers do business with you? Stand out, be different and build all lead activities around owning that difference
  • 11.
    You Start OutWith The Four Narrowing “Must Dos”…… Narrow the gap between your prospects and what you know about them Clean up your CRM system Put someone in charge Give everyone a way to collect data and centralize it Identify the data you want to collect Use the data
  • 12.
    You Start OutWith The Four Narrowing “Must Dos”…… Narrow the gap between you and your customer Bring them into your marketing mix Give them something they don’t expect Referrals
  • 13.
    Why Referral Marketingis so important? People actually like to give referrals Referrals are less competitive & more profitable Referrals position your brand Referrals provide credibility and trust Referrals generate more loyalty Focus on creating referrals makes you better Referral Marketing is #1 most cost effective
  • 14.
    Referral Marketing is #1 most cost effective 1,000 purchased prospect list 1% response rate 10 raw leads 50% qualified 5 qualified leads 50% close rate 2.5 sold deals ASP $5K : $12.5K sold $5K (DM, TM) = 1:3 ROI Traditional DR campaign 100 customers 5% referrals 5 referral leads 80% qualified 4 qualified leads 75% close rate 3 sold deals ASP $5K : $15K sold $500 (RP) = 1:30 ROI Systematic Referral Program
  • 15.
    How to Builda Referral System Get crystal clear on who you want to give referrals .  Get crystal clear on who makes a good referral .  Communicate your value proposition . 
  • 16.
    Maintaining an effectivereferral system What’s your referral offer?   Continue marketing to referrals Close-loop referrals
  • 17.
    Need help gettingstarted? Duct Tape Marketing Referral Flood Program $399 – 4 week program Spectrum Services Group Referral Rewards Program 4 week program to build a plan Five Referral Marketing piece branded to your company Follow-up reminders to help you stay on track $795 http://www.referralflood.com/sage/PowerGroups.htm http://www.thespectrumservicesgroup.com
  • 18.
    Public Relations PermissionMarketing helps get you press Find out who your best customers are reading Offer yourself as an expert
  • 19.
    Public Relations HARO www.helpareporter.com Summary: ERP and manufacturing, Name: Jim Romeo Email: [email protected] Title: Freelance Writer Media Outlet/Publication: TechTarget Deadline: 4:00 PM EASTERN - September 5 "I'm on assignment for TechTarget for an article on ERP for the manufacturing industry. I'm seeking industry experts and sources to discuss same. Make Your Press Release Work Harder - Press Release Grader www.pressreleasegrader.com News Release Program Exclusively for Sage Partners Juice Marketing http://www.juice-marketing.com/press.html Press Releases – www.prfor25.com PR includes listening to what others say about you - Google Alerts , Technorati.com , (track blogs), Backtype.com (remind yourself where you have commented), Ensembli.com (learns and filters based on the stories you read most)
  • 20.
    Your Web SiteThink of your website as your best sales rep Your website has the answers The marriage between marketing, sales and the web site Your site is the destination – capture the leads
  • 21.
    At a minimum,does your website… display a phone number prominently on the home page have a place to request additional info show compelling reasons to do business with your company have current info on it share biographies of your top talent offer a blog (RSS feed), social networking links use an application to track performance share customer testimonials/success stories Give the reader a reason to come back
  • 22.
    Zift Solutions Partnersget Current, relevant product information and industry news published automatically to your Web site current Partners will be able to Enhance partner Web sites with the latest product information; personalized to fit your company's brand and message Improve lead generation with integrated prospect collection forms Run campaigns providing product communications around special offers and ongoing news http://www.ziftsolutions.com/sage Inexpensive way to update content…
  • 23.
    You maintain controlover what is displayed on your site with capabilities to add notes, reorder stories, remove articles, and more. Zift Syndicated Solutions – Enhance Your Website
  • 24.
    Webcast Lead BuilderSage Webcast Center offers 60+ live and on-demand product Webcasts per month Webcasts are hosted, presented, and maintained by Sage Software It’s free for partners and partner customers to attend Sage Webcast Lead Builder Partners link to Sage Webcast Center Leads are delivered back to the partner directly Over 400 partners today Generate qualified leads with minimal effort and at no cost Enroll online at www.sagepartnermarketing.com Partner Progams > Webcast Lead Builder Inexpensive way to capture web leads
  • 25.
    Webcast Lead BuilderGenerate Leads from partner Website Free To Join Leads Aligned back to partner!!
  • 26.
    Websites and SEOAnalytics are key Aggressive identification of keywords - optimize for each significant page on your site Development of deep content that feeds search engine spiders and attracts incoming links Constant monitoring of your site statistics to track trends and progress Remember titles and meta descriptions. "Titles" are the words that appear at the top of the visitor's Web browser. Change any “click here” links -they describe the content on the page you’re linking to; i.e., “ERP Whitepaper” is better anchor text than “click here.” Ask yourself, "How can I use my Web metrics to show how our site is improving those goals for the organization?" Forgotten analytics - hassled by visiting Google Analytics every day or every week? Use the Email function to have Google Analytics send the data directly to your In box. A time saver forcing you to be aware of how your site is doing.
  • 27.
    Websites and SEOEasy ways to generate more links Email this page, RSS feeds, Social Media links out Claim your social media name/profiles Create accounts for your business, link back to your site Claim your Google Maps listing Go to Google Maps and search for yourself (such as by business name and city name]). If your business is there, click the EDIT link, and then click CLAIM YOUR BUSINESS. If you’re not listed, use the Google Local Business Center and follow the directions to add your business. Do the same at Yahoo Local and Microsoft Live Search Maps The steps are pretty similar. Search for your business on Yahoo Local and Microsoft Live Search Maps . Yahoo specifically asks, “Own this business?” with a link to claim it. Live Search has a link that says “Change Your Business Listing.” If you need to create listings, use these links: Yahoo Local and Microsoft Live Maps . Extra Credit: Claim or cleanup your local listings on Citysearch , Yelp , online yellow pages, and similar sites
  • 28.
    Websites and SEOEasy ways to generate more links Check your foundational links Be sure you’re listed in the Yahoo Directory , Open Directory , Business.com , and Best of the Web directories. Open Directory is the only one that’s free, but it can also be the hardest listing to get. (Submit and forget is the rule there.) Directory listings aren’t a golden ticket to high search engine visibility, but they do represent the foundation of a link building effort. Digg : www.digg.com Del.icio.us : http://delicious.com YouTube : www.youtube.com Duct Tape Marketing Local Profile www.ducttapemarketing.com/sage/pvlocal-online-marketing.htm $179 a year
  • 29.
    Websites and SEOOther Resources Lucid Fusion Offering a 20% discount on our web packages, as well as a 12-month, interest-free payment option for the Business Partner's portion of our services.  To take advantage of these offers, Business Partners must reserve co-op funds with us by the conclusion of the show this week and commit them by the end of the month. Contact Zubin Mowlavi at [email_address]
  • 30.
    Old School NetworkingBusiness Networks Non-Profits Activity Oriented Church Plunge Into Social Networking Linked In – www.linkedin.com Facebook – www.facebook.com MySpace – www.myspace.com Twitter – www.twitter.com Networking doesn’t work if you are not engaged Social Networking
  • 31.
    Social Media &Networking
  • 32.
    Prospecting List Sources An online database built, cleaned and maintained by 700K 11.4 Million complete contact records
  • 33.
    Jigsaw Team (SmallBusiness Option) * THESE PACKAGES ARE ALREADY DISCOUNTED, NO FURTHER DISCOUNTS WILL BE PROVIDED FOR THIS SECTION Database - Lists $1000 a year*   $500 a year*   $250 a year* Option to add more contacts   Option to add more contacts   Option to add more contacts 20 Saved Searches   10 Saved Searches   5 Saved Searches Unlimited Company Data Downloads   Unlimited Company Data Downloads   Unlimited Company Data Downloads Manage tasks in Jigsaw   Manage tasks in Jigsaw   Manage tasks in Jigsaw Access to Premium features   Access to Premium features   Access to Premium features 1500 contacts every year   650 contacts every year   250 contacts every year           Essential   Select   Basic
  • 34.
    Nurture Marketing IMN: http:// www.imnunlocked.com /sage/ Spectrum Services: http:// thespectrumservicesgroup.com Tango: www.tango-marketing.com Swiftpage: http:// swiftpage.com /sage Juice Marketing: http://www.juice-marketing.com
  • 35.
    Events EndorsePartner Sponsorships: www.sagepartnermarketing.com Marketing Advice >> Planning tools >> Sponsorship Resources Joint Event with Referral Partner
  • 36.
    Low cost ads:Corporate Campaign for Partners Sage Ads: Customizable ad templates using the new Sage Experience ad campaign layouts. Will feature templates for all 3 key challenges focused on in the corporate campaign. Location: Partner Marketing Resource Center (PMRC) www.sagepartnermarketing.com Marketing Materials > Templates > Advertising - Full- & half-page ads - Online banner ads - Choose an ad and have Sage GBST Media, a Sage Preferred Vendor, customize it Marketing Materials > Corporate Campaigns - Corporate print ads – for reference only Launch Date: May 09 Advertising
  • 37.
    Free Marketing AdviceFast Track for Growth www.sagepartnerportal.com Partner Marketing Portal www.sagepartnermarketing.com Marketing Wizard >>Quicklinks Planning Tools Marketing Advice >> Planning tools Spectrum Services http:// thespectrumservicesgroup.com/contact.htm Hall Marketing www.hallme.com
  • 38.
    You must dothe Blocking and Tackling or you’ll waste time and money Define Your Target Market Be Different! It is all about the web Your Company’s Website Social Networking Set goals and appointments with yourself to get it done You don’t have to do all these activities at once Add a new activity weekly Don’t do it all yourself Invest in the right outside resources Delegate some of these tactics The final word
  • 39.
  • 40.
    Your Feedback isImportant to Us! Please complete the evaluation form for this session. Your feedback helps us improve future sessions and presentation techniques. Please include your session code on the evaluation form : GEN 31 Contact Information: Tom Hume [email_address] 949-754-3542 Thank you for your participation.

Editor's Notes

  • #2 Required Slide Enter the course number and title for your session on this slide. In the subtitle area, enter your presenter name. As you go through each slide, please enter custom session text for each bullet that is listed in blue font and then change the text to black font; or delete the bullet altogether. It’s a good idea to state the title of your session early and remind participants of any prerequisites, experience level, or other issues that might limit the session’s applicability for anyone. That way, participants can leave early to find a more appropriate session. Tips for Capitalization and Punctuation for all slides: Slide titles should be Title case – Every Major Word is Capitalized. Slide bullets can either be title case or sentence case. With sentence case, you punctuate the bullet like you would punctuate a sentence, capitalizing only proper names or titles. Construct all of your bullets consistently. If one bullet is a complete sentence, all bullets should be complete sentences. Alternately, all bullets could be phrases. Use periods with bullets only if the bullet is a complete sentence. The most important thing to remember is that you be consistent in your capitalization and punctuation. Ideally, you would be consistent across all slides, but at a minimum, use consistent capitalization and punctuation on any given slide.
  • #3 Required Slide This slide is required as part of our NASBA CPE certification. For the most part, you do not need to change the text on this slide. However, you do need to enter the Session Code and Recommended CPE Credit. A 1 hour session is equal to 1 CPE credit; a 90 minute session is equal to 1.5 CPE credits; a 75 minute session is equal to 1.5 CPE credits and a 120 minute session is equal to 2 CPE credits. The session code is the same code as what the session was listed on Insights website (www.sageinsightsconference.com) and on the attendees schedule. Sessions are either 60 (1 credit), 75 minutes (1.5 credits), 90 minutes (1.5 credits) or 120 minutes (2 credits). Information about how to claim CPE credit is provided at conference check-in and in the conference guide
  • #4 Required Slide Learning Objectives should focus on what participants will be able to do after they participate in your session. Whenever possible, learning objectives should focus on behavior rather than knowledge. There may be learning objectives documented in your session abstract so be sure to review it first to ensure your session content is consistent with the description. Objectives identify the purpose of the session. Objectives will help you focus your session on a few key points, which is especially important in a short (60 - 90 minute) session. In the case of showcase sessions or sessions that are not particularly educational in nature, the title of this slide may be modified to Session Objectives if you prefer. As with the introduction, the presentation of this slide should be brief so that you can quickly move into the “meat” of your content.
  • #8 If this is you, great! Have at it. Put more $$ into marketing. Invest, invest, invest.
  • #12 CRM Put someone in charge Give everyone a way to collect data and centralize it Identify the data you want to collect Use the data
  • #13 CRM Put someone in charge Give everyone a way to collect data and centralize it Identify the data you want to collect Use the data
  • #16 Get crystal clear on who you want to give referrals .  This is where you as a Sage partner create a list of people or companies that would make a good source of referrals.  Maybe contacts that have sent referrals in the past.   Maybe networks or alliances. Referral Marketing Partnerships - the reverse introduction letter - share leads - hold a joint workshop - create your own referral network Get crystal clear on who makes a good referral .  We imagine you have received referrals from prospective clients that weren’t a fit.  To receive referrals who are a fit, note down what an ideal referral looks like (type of business, pain points, the title of decision makers and influencers.) Communicate your value proposition .  Referrers must be able to articulate what you do and who they do it for in a language that anyone can understand.  We recommend every person on your team has this core message memorized, word-for-word. In 10 words or less, what do you do?  If the value proposition in nailed down, networking is easier and getting qualified referrals comes naturally.
  • #17 What’s your referral offer?   If someone does send you a referral, what’s in it for them?  We’ve found that an elaborate monetary reward (e.g. 10% or the sale amount when the deal closes) doesn’t work.  It is recommended to have something simple like a couple of movie tickets, a nice bottle of wine, something simple to say “Thank you”. Continue marketing to referrals.   If a referral lead doesn’t become a client right away, will you need a separate way to market to these folks?  Here’s where you make sure you’re following up with referrals with some type of marketing strategy. Close-loop referrals.   It’s vitally important to keep the individual who made the referral in the loop as conversations progress.  This could be something as simple as …”Hello Joe, I just got off the phone with ABC Company whom you referred.  Great initial conversation!  Thanks for the lead – I’ll be sending a couple of movie tickets as a small token of my appreciation.”  I suggest doing similar notes after each contact (or at least the milestones).
  • #20 uice Marketing A press release isn't what it used to be ... it's better! The internet has changed the PR game, leveled the playing field, and made it easy for you, as a small business, to compete for attention in the online news community.   We write press releases for our clients that are search engine friendly, packed with keywords, and get you noticed. We also distribute your release to an online newswire service for the entire world to see. Our press release program will help you:   Drive traffic to your website and achieve higher search engine rankings Stake your claim in the online news community to attract more prospects Increase number of inbound links to your website (something Google likes!) Pop up in Google News Alerts that are delivered to the inbox of your business partners, prospects, and customers.
  • #27 Recommendation: In your next e-newsletter, ask your customers what they are interested in, what they'd like to hear more about, and how often... then segment audiences and build campaigns around this information Aggressive identification of keywords that should be optimized for each significant page on your site Development of deep content that feeds search engine spiders and attracts incoming links Constant monitoring of your site statistics to track trends and progress Bonus Don't neglect your titles and meta descriptions. "Titles" are the words that appear at the top of the visitor's Web browser. Search engine spiders take titles seriously, so be sure yours include keywords. The "meta description" in your HTML is what the search engines use to describe your site when it appears as a response to search query; write yours to appeal to potential customers.
  • #28 While only 16% of the general public use RSS feeds, 71% of technology buyers find them valuable, states a 2007 Marketing Sherpa and Knowledge Storm survey of more than 3,000 B2B technology-sales decision makers.Recommendation: In your next e-newsletter, ask your customers what they are interested in, what they'd like to hear more about, and how often... then segment audiences and build campaigns around this information Aggressive identification of keywords that should be optimized for each significant page on your site Development of deep content that feeds search engine spiders and attracts incoming links Constant monitoring of your site statistics to track trends and progress Bonus Don't neglect your titles and meta descriptions. "Titles" are the words that appear at the top of the visitor's Web browser. Search engine spiders take titles seriously, so be sure yours include keywords. The "meta description" in your HTML is what the search engines use to describe your site when it appears as a response to search query; write yours to appeal to potential customers.
  • #29 Recommendation: In your next e-newsletter, ask your customers what they are interested in, what they'd like to hear more about, and how often... then segment audiences and build campaigns around this information Aggressive identification of keywords that should be optimized for each significant page on your site Development of deep content that feeds search engine spiders and attracts incoming links Constant monitoring of your site statistics to track trends and progress Bonus Don't neglect your titles and meta descriptions. "Titles" are the words that appear at the top of the visitor's Web browser. Search engine spiders take titles seriously, so be sure yours include keywords. The "meta description" in your HTML is what the search engines use to describe your site when it appears as a response to search query; write yours to appeal to potential customers.
  • #30 Recommendation: In your next e-newsletter, ask your customers what they are interested in, what they'd like to hear more about, and how often... then segment audiences and build campaigns around this information Aggressive identification of keywords that should be optimized for each significant page on your site Development of deep content that feeds search engine spiders and attracts incoming links Constant monitoring of your site statistics to track trends and progress Bonus Don't neglect your titles and meta descriptions. "Titles" are the words that appear at the top of the visitor's Web browser. Search engine spiders take titles seriously, so be sure yours include keywords. The "meta description" in your HTML is what the search engines use to describe your site when it appears as a response to search query; write yours to appeal to potential customers.
  • #31 5. Plunge Head-First Into Social Networking Too many of us are still merely dipping our toes into the world of social networking. This time last year, about the same topic I wrote that there is no time for you to wait. This year, the need to jump in is even more pronounced. Interest groups are being formed, new brand leaders are being established, and thought leaders are constantly emerging in these new social communities. If you are not out there making mistakes, learning the protocol, and getting a feel for how your brand and personal connection play in the bigger business cycle, you will quickly find yourself isolated and on the outside looking in. How are you going to use Facebook, LinkedIn, and other essential social media to establish brand credibility and your place in that new marketplace? Recommendation: Build a group in LinkedIn and Facebook and start the invitation process. And if you don't have profile set up in either, start there and begin to get a feel for the what it's like to be a participant in the community.
  • #32 5. Plunge Head-First Into Social Networking Too many of us are still merely dipping our toes into the world of social networking. This time last year, about the same topic I wrote that there is no time for you to wait. This year, the need to jump in is even more pronounced. Interest groups are being formed, new brand leaders are being established, and thought leaders are constantly emerging in these new social communities. If you are not out there making mistakes, learning the protocol, and getting a feel for how your brand and personal connection play in the bigger business cycle, you will quickly find yourself isolated and on the outside looking in. How are you going to use Facebook, LinkedIn, and other essential social media to establish brand credibility and your place in that new marketplace? Recommendation: Build a group in LinkedIn and Facebook and start the invitation process. And if you don't have profile set up in either, start there and begin to get a feel for the what it's like to be a participant in the community.
  • #38 How to invest: Investing in marketing is not an event but a process (source guerilla marketing) Universe – 10% Prospects – 30%