E-Mail Marketing Content Ideas
One of the biggest hurdles has been content creation. Here is a summary of 6 ideas along with a complete list of 15 ideas.
- Develop a branded guide or tutorial like this
- Interview an Industry Professional
- Re-Purpose Blog Commentary like this
- Host a Webinar Featuring Industry Experts
- Record Those Webinars for Future Prospects & Clients
- Offer a Video Training Series (Free or Paid)
If you are stuck on writing the content, there are reasonably priced content writers on upwork.com, elance.com or fiver.com
E-Blast Checklist
No matter which CRM or e-mail service provider this checklist applies. Here is a quick summary, along with the full article.
- Promise Something Specific in The Subject Line - And Deliver
- Craft a Succinct Header viewable in the Preview Pane
- Make it Mobile Friendly
- Test Timing & Wording Frequently as Visual Design
- Learn What Motivates You to Read Incoming E-Newsletters
- Create One Topic at a Time
Easy Way to Record Phone Call Results in Act!
The easiest way to record a phone conversation in Act! is to lookup a contact record and press CTRL-H.
History allows you classify what happened, and it can start helping you or your sales manager tally how many calls or meetings or presentations you made this week. For Act! 2011-2013, this free tool resets Act! so CTRL-H defaults to “Call Completed” not “Appointment Held”. With v18, you can customize the activity type and result.
With v16+, you can create reports using the “History List” view without using another app or wasting admin time compiling additional reports.
Defining the KPI for a Professional Services Firm
On 11/5/2016, I attended a webinar with my peers in the CRM industry. by Ron Baker of the VeraSage Institue. My peers in the CRM industry wanted to learn how to make our practices better, so he suggested we measure our own KPI by looking at it from our clients' perspective not just ours.
For example, instead of measuring how many tech support cases we had to offer at no charge, we should measure our success rate of solving it within 30 minutes.
Check out this indepth article, citing the airlines industry.
Reset Outlook Integrate R1 Service
Outlook Integrate R1 usually has one error that pops up once in a while like this. I wrote two ways along with video to reset the service without a reboot.
Solution 1 - Easy way
- Close Outlook
- Download this script to your desktop
- Run the Script
- The DOS Window flashes quickly
- Restart Outlook
Solution 2 - Long Way
- Close Outlook
- Start Task Manager (Start -> Run -> Taskmgr)
- Find DesignR1.OIR1.Server.exe in the details (or Processes for Windows 7) tab
- Right click on it and press "Open File Location". An additional window opens up showing its location on the PC.
- Right click on DesignR1.OIR1.Server.exe and press "End Process"
- On the additional window, double click DesignR1.OIR1.Server.exe.
- Restart Outlook