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Why I love “Join a Meeting”

October 6th, 2011 by Bo Bandy

 

Like most companies, at ReadyTalk, we have a lot of meetings. We even have the dreaded “meeting about an upcoming meeting.”

A typical meeting in the marketing department means that most of the participants are in a conference room but one or two people are usually working from home; and there’s always a launch plan being discussed and it’s usually an Excel file.

Obviously, we use ReadyTalk’s web conferencing service to share the document and make changes. Even though we are all around a conference table with a projector in the room sometimes it’s just more convenient to participate on your own laptop. Because it’s an internal meeting and it’s not a structured meeting, we never decide whose access code we’re using until we’re all on the call. Once we decide, everyone jumps out to our website and logs in that way – it doesn’t take long but it’s always a distraction.

Not anymore.

Yesterday, the ReadyTalk Quick Launcher was released. It has a lot of great features, but my favorite is “Join a Meeting.” It makes joining a meeting so fast! Here’s how:

Right click on Quick Launcher icon in the task bar and select Join Web Meeting:

Enter the access code of the meeting you want to join:

And that’s it; you’re automatically connected to your meeting.

Internally, we’ve been using this feature for weeks while Quick Launcher was in Beta. It’s so easy to use and makes it simple to get an ad-hoc meeting going quickly. If you haven’t tried it yet, you can learn more in yesterday’s blog post. If you’d like to try it out for yourself, download it today.

If you’ve already downloaded Quick Launcher, we’d love to hear what you think.

 

 

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Questions/Answers from Webinar: Convert Leads Faster by Integrating Webinar Data with Salesforce

September 28th, 2011 by Anita Wehnert

While we knew that marketers and trainers were tired of the hassle of getting webinar data into their CRM system, we were surprised by the great turnout at yesterday’s webinar on the value of integration. If you had a chance to join us, we hope you found the event worthwhile!

Many thanks to Helena Brito from Mandiant, Jill Myers from OverDrive, and Pat Buchanan and Dave Kornegay from SchoolDude.com for speaking on the event. Each of them shared fantastic insight into how the integration has made a difference in their business and responded to questions from our audience during a lively panel discussion.

Because we had so many great questions, we couldn’t get to them all during the live event. In fact, we had such a high volume of questions that answering them all would make this blog post painful to read.

So, here is my take on the top 5 and you can access a full transcript of the Q&A here. You can also sign-up for a demo and learn more about ReadyTalk for Salesforce here.

1 – Q. How does sales use webinar information to close more deals? Did you face any resistance to adoption within your sales organizations?

A.  By having access to webinar data directly from the Lead or Contact record, sales can instantly see which topics their prospect is interested in and tailor their message to speak to the prospect’s specific use case or pain point. And, because attendance data is captured in Salesforce immediately after an event, sales can strike while the iron is hot and capitalize on opportunities rather than delaying follow up until marketing can do the manual work to get the data into the CRM.

Each of our panelists shared that ReadyTalk for Salesforce has been very well-received by their sales organizations because it:

  • Gives them timely and convenient visibility into valuable webinar data right from the Lead and Contact record
  • Makes it easy for them to invite prospects and customers to webinars and online trainings directly from the Lead or Contact record

In fact, Helena from Mandiant shared this feedback from one of her account executives during the webinar:

“Awareness of participation in events by potential customers allows me to enter the conversation with relevance and value, thereby earning their attention.”

2 – Q. When I look at a customer record will I be able to see a history of their webinar interaction directly associated with their customer profile?

A. Yes, ReadyTalk for Salesforce attempts to match each participant with a Lead or Contact record in Salesforce based on email address. From the related Lead or Contact record, you can see all of that person’s meeting activity and drill down to the Meeting Member record for full details.

3 – Q. Is there a diagram or goal funnel (visualization) to see drilled down results quickly at a high level?  Will we be able to see a report generated from an event?

A. Yes, ReadyTalk for Salesforce provides a high-level view of event stats including the number of people invited, registered, and attended as well as the details for each individual Meeting Member. We also include a dashboard and canned reports that provide insight into information like attendance rate by event and number of registrants for upcoming meetings.

 

4 – Q. Does ReadyTalk for Salesforce check for duplicates and create a new Lead or attach to an existing record?

A. Yes, ReadyTalk for Salesforce uses email address to attempt to match an event participant with an existing Lead or Contact in Salesforce. If it finds a unique match, it automatically attaches the Meeting Member to that Lead or Contact. If it does not find a match, you can have the application automatically create a new Lead or use our matching tool to try to find an existing Lead or Contact using additional information (e.g. name, company, etc.). And, if it finds multiple matching records, it will add the Meeting Member to a queue of “Unmatched Registrants” so you can select the Lead or Contact that you want related.

5 – Q. Do all of the panelists use Eloqua as well or do they use different email marketing tools in conjunction with ReadyTalk and Salesforce?

A. SchoolDude.com has used Eloqua for a number of years and OverDrive is excited about deploying Eloqua in Q4 2011. ReadyTalk also uses Eloqua as an integral part of our webinar marketing efforts.

While ReadyTalk gives you the ability to send email invitations through our system, you have the flexibility to use a marketing automation system or another email marketing tool for this task. ReadyTalk for Salesforce is designed to support this use case, so you can still capture registration and attendance data in Salesforce even if you don’t use our invitation capabilities.

In addition to our integration with Salesforce, ReadyTalk also has a direct integration with Eloqua through the Eloqua Cloud Connectors for ReadyTalk. You can learn more about that integration here or install it from the Eloqua App Cloud.

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Success in a Marketing-Driven World

September 27th, 2011 by Bo Bandy

Success in a marketing-driven world typically means getting actionable information (data) in the hands of the right people at the right time. 

In PR, this means connecting with a reporter and sharing valuable information that complements a story he’s already working on. In sales, this can mean giving a salesperson a qualified lead when the prospect is ready to buy.

Webinars already help marketers generate leads that can be converted into sales. Like most leads, webinar leads are time sensitive and need to be acted on quickly. For many companies, quick turnaround can be a problem that looks like this:

  1. Go to CRM and pull list for invitations and create campaign.
  2. Send out email invitations.
  3. Collect event registrations in webinar platform.
  4. Take registration data from webinar and merge it with CRM to see how many registrants are net new.
  5. Host webinar.
  6. Run reports from webinar platform (who attended and how long, who didn’t attend, etc.).
  7. Manually merge data back into CRM. Watch out for attendees like Bob Smith who registered as Bob but attended as Robert Smith!
  8. Run CRM reports and send out post-event email.
  9. Send new leads to sales team for follow up.

Sounds easy right? Sometimes steps 6 through 9 can take days (yes, multiple). The leads aren’t very warm by this point, which means you aren’t getting them to the sales team at the right time.

OverDrive used to have this problem. Now they don’t. Want to know how they solved it? Here’s the answer: Webinars Can Improve Business Processes.

Want a different example? There’s a free webinar today, Convert Leads Faster by Integrating Webinar Data with Salesforce, with cases studies from Mandiant, Schooldude.com and OverDrive.

 

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Automate and Integrate: The Funnel – Part 2

September 23rd, 2011 by Simone Verhulst

Part two of this three part blog series is a review some of the key takeaways from our webinar, “Movin’ on Down: The Funnel,” and a deeper look at some additional best practices for optimizing your sales and marketing funnel.

Image source: LeadFormix http://bit.ly/q6TjzB

It can take a fair amount of planning to avoid confusion between sales and marketing teams after an event has taken place, whether it be a webinar or tradeshow. When you have taken the time to assess (and re-assess) your  marketing funnel after each of your campaigns, you will begin to notice a much smoother transition  from moving marketing-generated leads over to the sales team to further qualify and hopefully turn into new revenue.

One of the main takeaways of the joint webinar with MarketingSherpa and Eloqua was the importance of automation and integrated marketing campaigns. Without the power of automation, timely lead follow-up and precise campaign tracking is virtually impossible. Having numerous marketing campaigns funneling to the same call to action (new product demo, free trail, service discounts, etc.), makes it easier for the marketing team focus on putting out the most applicable content if leads are pushed toward one desired outcome. You don’t want to create distractions for your prospects by giving them a hundred different options. Push them to your desired outcome. You may capture their attention through different means – landing pages, banner ads, website copy, webinars, tradeshows, direct mail, PPC and SEO campaigns – that’s the point of integrated campaigns, but you don’t want to deter them from your main call to action. Each of these sources points to the same offer; you’re just ahead of the game because you know you are likely to capture your target audience in a number of different places.

So, we understand the integrated campaigns, but let’s chat a little more about the automation piece. How can we make all these great campaigns work more efficiently? As marketers we wear a hundred different hats. So how do we make efficient use of our time when it comes to managing all of these moving parts? We get something that manages it for us – marketing automation. This tool can help us to understand who these leads are that are continuously coming into the funnel from the various campaigns.  It helps hone in on the quality of the quantity that is being generated. Automation can help with:

Lead nurturing – that consistent dialog with a prospect as they move toward (or even away) from a purchasing decision.

Lead Scoring – qualifying prospects based on both implicit and behavioral criteria. Implicit being the right demographic (company size, title, role, etc.) and behavioral being the actions they have taken to show their level of interest (whitepaper download, attended and/or registered for a webinar, page visits on your website, etc.)

Generating Revenue – obviously the more leads being dumped in the funnel, the better chance there is for revenue. However, the right leads are the ones that matter. Quality trumps volume. But when you are able to capture the correct information with your integrated campaigns and begin to both nurture and score those leads, you will ultimately end up with your target prospect looking for your product at the right time. And that equals revenue.

All this talk about automation brings me to my last point for this post – integration. This is a crucial piece of the pie. You may have all your platforms in place to generate, track, score and nurture leads but if they can’t communicate with one another, you’re almost back at square one. Sure, there are workarounds, but not without having to implement lengthy manual processes which can ultimately hurt the overall success of your campaign due to the lack of timely follow-up.

ReadyTalk recently launched both CRM and marketing automation integrations designed to increase the accuracy of your campaign data, specifically those leads coming in through your webinar platform. This helps move leads through the sales pipeline faster and eliminate those time-consuming manual tasks. These integrations were designed to help marketers skip the tedious spreadsheet work and streamline the process, increasing data accuracy and speeding sales follow-up. If you’d like to learn more about our CRM integration specifically, check out the upcoming webinar on September 27 at 2:00ET featuring three progressive companies that have automated their webinar process by integrating their conferencing platform with their CRM. And stay tuned for the third and final part of our “Funnel” blog series!


Simone has been involved with both the sales and marketing teams at ReadyTalk and is currently the role Marketing Demand Manager and manages the monthly ReadyTalk Webinar Series, which is a free  forum for professionals to interact with their peers and other experts on topics ranging from sales and marketing to nonprofits and funding to leadership and professional development. Simone is an outdoor enthusiast – skiing, climbing, triathlons, and trail runs with her dog, Bucket, are just a few of the things she enjoys outside of the office.

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Re-imagining Your Content

September 19th, 2011 by Tracy Williams

“[Content marketing] is all the marketing that’s left.”-Seth Godin

If you are only using ads, press and your website to get your message out, you are missing out on a significant business driver – content marketing. If you are like us, you market to different verticals and different use cases, so you have a need to tell several stories – which leads to needing more content. And if you build content mapped to the sales cycle, the content needed multiplies again! The need for never ending content turns marketers into authors and publishers, and as you can tell, it’s a difficult task to generate the content needed to keep building the story.

The marketing buzz has been about content marketing for quite some time, and many of you re-purpose your content, but have you thought about re-imagining it?

September 21st at 12:00 CDT, ReadyTalk is sponsoring an AMA webinar featuring Anne Handley of MarketingProfs and Becki Dilworth of Bridgeline. Speaking on the topic of re-imagining content, they will teach you how to build a strategy for sustainable content. There really is an easier way. Using these methods will create variety and help you expand your content strategy.

 

Tracy focuses on channel and partner marketing at ReadyTalk, building out marketing programs to recruit partners and reinforce engagement with them. When she’s not coming up with marketing plans she likes to compete in canine freestyle Frisbee and ride her Ninja motorcycle.

 

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Using Social Media to Get Closer to Your Customers

September 8th, 2011 by Bo Bandy


Frost and Sullivan’s GIL (Growth, Innovation, Leadership) conference takes place next week in San Jose and is focused on connecting executives and engaging on topics that foster innovation, shape corporate strategy and help companies and individuals prepare for the future.

On Monday, I’ll be joining Melanie Turek of Frost and Sullivan and several other smart people for a discussion on Using Social Media to Get Closer to Your Customers. This is a topic that I’m extremely passionate about because I believe the best way to communicate with someone is to use the channels they prefer. Let customers contact you their way — not yours.

Social media is quickly becoming a favorite channel for customer communication. ReadyTalk staffs several official Twitter handles plus another two dozen handles used by employees to support communication efforts. You can find us on Twitter here:

@ReadyTalk – the latest news and updates from ReadyTalk. Plus, a ton of webinar tips and industry news.

@RTWebSem – Demand generation manager, Simone Verhulst, shares upcoming webinars and tons of knowledge. She’s got entertaining content to share.

@ReadyTalkGeeks – Find out what ReadyTalk’s engineers are hard at work on. Topics often include trends, AGILE, Scrum, Java and beer.

@ReadyTalkCare – ReadyTalk’s customer care team is standing by to answer customer questions and provide guidance.

Of course, ReadyTalk is also on Facebook. We don’t get a lot of customer support questions on Facebook but have found it to be a good venue to share best practices and tips with customers.

If you’re going to be at GIL next week, please be sure to say hello or share below;  I’d love to hear how your company is using social media to engage customers.

 

As the marketing communications and PR manager, Bo gets to wear many hats (but her favorite is a race car helmet). When she isn’t tackling branding, messaging, social media and collateral, she enjoys skiing with her husband, running with her dog and playing board games with friends. You can find her on Twitter @bo_knows_.

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Movin’ on Down: The Funnel (Part I)

September 2nd, 2011 by Simone Verhulst

Mid-funnel management can become fuzzy at times

Earlier in the year we sponsored the B2B Marketing Advanced Practices Handbook with MarketingSherpa and also hosted a webinar with on how increasingly complex sales cycles make it difficult for marketers to generate highly qualified leads and create targeted campaigns. The focus was geared at the top of the funnel and increasing the quantity of leads generated. We have another webinar this month with MarketingSherpa and the focus now moves toward quality, not just volume. We’ll discuss lead nurturing and best practices for managing mid-funnel prospects. This leads me to part one of a two-part blog post.

The B2B buying process has changed. Decision makers and power users have thousands of resources at their fingertips to research their potential line-up of products online long before they engage with a sales team. In a quantitative survey of 1,900 B2B customers done by the Marketing Leadership Council they discovered that on average, customers are 57% of the way through the purchase process before they allow a sales person to enter into their purchase decision.

This means marketers must now begin to decipher which of these prospects are ready to buy and which are still in the process of researching solutions. If we are too hasty in passing these potential buyers along to our sales team, we walk the thin line of scaring them off and losing potential revenue – not to mention flushing precious marketing dollars which are tightly guarded these days.

So, how do you know when your leads are ready to engage, and how do you nurture those that aren’t there yet? Enter “The Funnel.” This funnel shapes the way us marketers do our job – who we start conversations with, who is simply researching (and what can we do to convince them of their next step), and who is ready to pull the trigger? The marketing funnel helps to create sales-ready leads and nurtures those are not. Obviously, these two sets of prospects have two different set of criteria that may keep them from moving down the funnel or staying put until they are ready to engage.

If you’re reading this from a marketing standpoint you understand that the top of this funnel is all about lead generation – getting volume in the top that funnels into quality at the bottom. Eventually there is the hand-off between marketing and sales when that lead becomes an opportunity (given that it has met the right set of criteria) and then sales can begin to bring the other pieces together and close the deal (if only it were always this easy).

Where the funnel tends to get fuzzy is rrrrright in the middle. Prospects in the mid-funnel are not the same as their predecessors (the mass quantity I mentioned earlier). Now it’s about beginning to build the right relationships with the right people. These leads have a few more pieces information that we need to capture – what are their specific needs, do they have a list of objections, how many of your competitors have they evaluated, what is their timeframe for purchase?  So, how exactly do we do this?

Glad you asked! This is exactly what we’ll be covering in our upcoming webinar with MarketingSherpa and Eloqua next week. Our guest speakers will discuss lead qualification and then dive into scoring and nurturing strategies for mid-funnel management. Both of these obviously play a crucial role in optimal ROI for your demand generation efforts.

Part 2 of this blog will cover some of the key takeaways from our webinar and focus more on best practices for optimizing the funnel (if you have one). If you don’t, do not fret; you’re not alone – neither do 68% of organizations according to the latest infographic by MarketingSherpa .  A well thought-out funnel can be a confusion-diffuser (say that three times fast). It is a planning tool that will help you to align the many facets of sales and marketing that you have to get right to close business. I hope you can join us for the webinar and take away some fresh ideas on how to update or upgrade your current approach to managing the marketing funnel in your organization!

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Ready for ReadyTalk!

September 2nd, 2011 by Teresa Lawlor

 

Kelly Valdes, our newest marketing intern, started just last week. She’s writing weekly to document her experience in working with Marketing and other departments at ReadyTalk. Stay tuned for further antics from Marketing and to experience our great culture through an intern’s eyes.

My name is Kelly Valdes and I am the new Marketing intern at ReadyTalk. I am excited for this new opportunity to join the web and audio conferencing world. I look forward to learning more about the dynamics of Business to Business Marketing and further expanding my industry experience here at ReadyTalk.

Here I am about to conclude my first week here at ReadyTalk, and it’s just in time for Marketing happy hour. Getting to know my co-workers and continually meeting new faces has been so much fun. Allison Wolfe [the other marketing intern] was so helpful on my first day. She was so nice and did a great job teaching me Salesforce and showing me the ropes, and not-to-mention where to find all the yummy snacks in the kitchen. I discovered on day 2, after spending $20 for parking, to never neglect checking the Rockies schedule for day games. Sarah, the awesome office manager, luckily hooked me up with a Light Rail pass which will be a life-savor.

I experienced my first meeting with the marketing team regarding Dreamforce and man am I jealous that everyone is at San Francisco! The meeting was filled with jokes and laughter, clearly signifying how closely knit the marketing team is, but bottom-line, I now understand all the dedication and teamwork it takes to plan a business trip and creating a booth at a conference. Melanie, the events coordinator, has done a great job with getting everything organized and ready to go.

It’s great having Mike McKinnon [senior demand generation manager] around who loves lacrosse as much as I do and played both collegiately and professionally. He is doing an excellent job incorporating me onto the marketing team and helping me with Salesforce. I did a few mini projects for Tracy [channel marketing manager] this week and have learned more about the research that goes into target marketing and sales.

It’s been fun catching up with old friends from high school and college randomly on the 16th Street Mall. I feel so grownup going to happy hour or dinner with my friends and family and telling them about ReadyTalk. I discovered last night that my neighbor across the street uses our audio and web conferencing software and loves it. Naturally, everyone is jealous of the fact that there are kegs in the kitchen and the great location of the office.

Being in an office with people who encompass such high energy and positive attitudes is refreshing and motivating. It is evident how much ReadyTalk employees enjoy their jobs and work environment. There’s a clear “work-hard, play-hard” aura in the building. Overall, I am extremely happy with this opportunity and first week at ReadyTalk. I am happy to have Teresa Lawlor [director of marketing] as my boss and to work with such an excellent team.

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ReadyTalk Recruiting New Partners at Channel Partner Expo in Chicago

August 22nd, 2011 by Tracy Williams

ReadyTalk is always showing our customers new ways to use web conferencing services. Whether you are trying out teleworking, collaborating with colleagues worldwide, or hosting a lead generation webinar series, ReadyTalk assists you with your business every day. Now ReadyTalk expands their reach with a new Partners Program.

Partners come in all shapes and sizes so we chose to develop a program that offers flexibility and suits a variety of business models. Our recruitment push continues for resellers at the upcoming Channel Partners Conference & Expo in Chicago, August 24-26. If you’re interested in adding audio and web conferencing and web events to your product offering – come by booth 1236 and talk to Betsy or Dwight about how ReadyTalk can help increase revenues from your existing customer base and help you gain new customers with these services. You’ll also want to hear about our new reseller incentive program where you can earn an additional 10% commission for the first six months. Our programs offer a full complement of sales and marketing resources and out of this world customer support. Can’t make Chicago? Check us out at ReadyTalk.com/partners.

 

Tracy focuses on channel and partner marketing at ReadyTalk, building out marketing programs to recruit partners and reinforce engagement with them. When she’s not coming up with marketing plans she likes to compete in canine freestyle Frisbee and ride her Ninja motorcycle.

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Top 10 Most Annoying Things to Hear on a Conference Call

August 19th, 2011 by Bo Bandy

 

We’ve all been on a conference call with distracting background noises and colleagues who forget to use the mute option. This week, we polled our Twitter Followers and Facebook Fans to see what the most annoying things to hear on a conference call:

10. Someone eating
9. People typing (and clearly not paying attention)
8. ECHO…Echo…echo…
7. Wind noises / Calling from outdoors
6. Someone taking a call on other line and hearing their hold music
5. Heavy breathing
4. Food being unwrapped right next to speaker
3. Crying babies / Children screaming
2.  Barking dogs
1. A participant talking to another person in the room (but not on the call)

As a chairperson, you can avoid most of issues by muting noisy participants (learn more about Active Speaker) but you may also want to try using ReadyTalk’s integrated audio controls to manage the call; it gives the chairperson more flexibility. Encourage participants to mute/unmute their lines as needed(*6 on the audio keypad).

What else annoys you when you’re on an audio or web conference?

 

As the marketing communications and PR manager, Bo gets to wear many hats (but her favorite is a tiara). When she isn’t tackling branding, messaging, social media and collateral, she enjoys skiing with her husband, running with her dog and watching Formula One. You can find her on Twitter @bo_knows_.

 

 

 

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