Marketing Tools

Joan’s review – Choosing a Good CRM system

In my newsletter article due out tomorrow, “5 Important Steps to Build an Effective Follow-Up System,” I talk about the Customer Relationship Management (CRM) systems I’ve been testing out in order to strengthen the effectiveness of my follow up with leads, prospects, referral partners and clients. I’ve duplicated the Resources section of this newsletter here, with more detail.

Are Your Marketing Practices Eco-Friendly?

While reading the opening chapters of The Triple Bottom Line by Andrew Savitz, I started thinking about the various service vendors that flood the email landscape with frequent, repeating marketing messages, and about the question of corporate and social responsibility. It occurred to me that bombarding the business and consumer environment with a continuous stream [...]

The telephone and coffee – tried and true marketing tools

Social networking tactics do not replace the value of direct contact with prospects and partners. In fact, they may actually increase the value of these “above ground” marketing tactics.

TimeDriver streamlines appointment requests

I’ve been using TimeDriver for several months now, and have found it a very useful tool to set appointments with prospective clients and periodic appointments with colleagues…Its number 1 time saving benefit is the virtual elimination of back and forth email exchanges to set an appointment…

Use MS Outlook signatures to create automated replies

When talking to my Virtual Assistant (VA) today about the topic for my next newsletter, how to automate marketing procedures, she told me about a new way to use Outlook signatures; at least it was new to me. I’ve known how to use them to create email signatures for my various business entities (I have [...]

Voice Recognition Software Helps me Work

I can’t believe I’ve become something of a technology geek, but I have. I am certainly a fan. It makes it possible to work from home, and gives me the ability to set up my work environment so that it really works for me. I can work from my desk, from my sofa, at my [...]

Virtual Assistants Can Help with Marketing

A while ago I spoke to members of the San Diego Professional Coach Alliance about the importance of follow up in marketing, and how abysmal most people are in this part of the marketing process. A couple of days later I spoke to members of NAWBO-OC about delegation and a couple of people said that [...]