• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Get A Quote
  • 610.743.5602
  • Schedule A Meeting
default-logo
Menu
  • About
    • Team
    • Careers
    • Work
  • HubSpot Agency
    • Marketing Hub
      • Setup & Strategy
        • Inbound Success Plan
        • Inbound Marketing Plans
      • Traffic Generation
      • Lead Conversion
      • Lead Nurturing
    • Sales Hub
      • CRM Implementation
      • Sales Enablement
      • Sales & Marketing Alignment
    • Content Hub
  • Digital Marketing
    • Inbound Marketing
      • Inbound Marketing Plans
    • Content Marketing
    • Email Marketing
    • SEO
    • Social Media Marketing
    • PPC Management
  • Digital Analytics
  • Web Design
    • Shopify Web Design
    • CMS Hub
    • Branding/Graphic Design
    • Our Work
    • Hosting & Maintenance
  • Blog
    • Small & Mid-Sized Business Resources
    • Client Referral Program
  • About
    • Team
    • Careers
    • Work
  • HubSpot Agency
    • Marketing Hub
      • Setup & Strategy
        • Inbound Success Plan
        • Inbound Marketing Plans
      • Traffic Generation
      • Lead Conversion
      • Lead Nurturing
    • Sales Hub
      • CRM Implementation
      • Sales Enablement
      • Sales & Marketing Alignment
    • Content Hub
  • Digital Marketing
    • Inbound Marketing
      • Inbound Marketing Plans
    • Content Marketing
    • Email Marketing
    • SEO
    • Social Media Marketing
    • PPC Management
  • Digital Analytics
  • Web Design
    • Shopify Web Design
    • CMS Hub
    • Branding/Graphic Design
    • Our Work
    • Hosting & Maintenance
  • Blog
    • Small & Mid-Sized Business Resources
    • Client Referral Program

Call Tracking

A Beginner’s Guide to Customer Relationship Management (CRM) Software

October 16, 2018 by Dabrian Marketing Group Leave a Comment

“The secret to all victory lies in the organization of the non-obvious.”

 -Marcus Aurelius

You don’t need to be a Roman emperor to realize that success depends on mastering the details that others miss. However, many businesses still try to drive their key sales and marketing campaigns without capturing and integrating the necessary information. The main reason they fall short is that they are not able to collect, track, and organize customer data in a useful way.

This is where an appropriate Customer Relationship Management (CRM) solution can help. We’re here to explain what a CRM solution is, why you should use one, and highlight the pros and cons of three of the most popular CRMs in the marketplace today.

What is a CRM tool?

A CRM is a tool developed to help you manage all of your company’s interactions with current and potential customers. The primary purpose of a CRM is to better understand your customers and improve your relationship with them. CRM systems collect and organize customer data in a neat and timely manner so that you can go back to it and use the information when needed.

But what kind of data and information does it track? That’s entirely up to your unique sales and marketing goals. At a general level, it can track phone calls, messages, and mailings. Some of the more specific uses can including delivering what data is usable versus what is detrimental. Still not convinced about CRMs? Well, we will explain some reasons why it would be ideal to have one in your growing business.

Why should I use CRM?

1. Optimizing Efficiency
CRMs can keep track of multiple forms of data and customer information. In most cases, this can lead to the development of more accurate reporting and more efficient strategies. With the recorded data, analysts can study actions taken and recognize what works better to drive desired results. Did mailing current or potential customers create higher revenues? Which campaigns were the most effective? Which channel generated the highest ROI? Knowing the answer to these questions helps sales managers reallocate time and marketing managers reallocate budget.

2. Improving Relationships with Customers
This was a given: CRMs were originally designed to improve the relationships between employees and customers. All CRM software has features which automate processes entering every bit of data on a lead that would be tedious work if done manually. Sales representatives especially benefit from these features since they can maintain more constant contact with their client lists and devote more time to the hottest prospects. Similarly, sales reps give their low maintenance clients a little TLC – with minimal time investment – by showing that they have not thrown them on the back burner while pursuing other opportunities.

3. Tracks Performance of Agents
Sales managers benefit the most from CRMs mostly because of their ability to track the progress and activity done by agents. We all have targets to meet, be it earnings, total sales, the number of calls made, or office visits. CRMs help managers keep track of the activity and performance data for their direct reports and manage it accordingly.

Business owners can benefit from CRM tracking capabilities as well. Owners can view and understand how their agents are performing which can lead to the development of intelligent strategies. CRMs make employee schedules visible and help compare those who have been closing the highest or lowest number of deals for the company.

What is the best CRM software?

There are plenty of CRMs available across the internet, and it is essential to know which are user-friendly, simple, and effective. We chose three of the most commonly used CRM platforms and listed their Pros and Cons, below.

1. Pipedrive

Pros

  • Mobile app
  • Multiple pipeline creation
  • User-Friendly
  • Helpful guidance

Cons

  • No lists of new leads and contacts
  • Manually adding activity and updating information
  • Paid subscriptions

2. Hubspot

Pros

  • Free
  • Live Chat
  • Better Insights into customer interaction
  • Can be used with other CRMs

Cons

  • Lack of Flexibility
  • Lightweight and cant handle large sales team

3. SalesForce

Pros

  •       Customizable dashboard
  •       Easy to navigate
  •       Social capabilities

Cons

  •       Pricing
  •       Uncontrolled administration
  •       Problematic technical support

What's Next?

It’s very beneficial for any company to integrate CRMs into their sales and marketing data as it helps you turn that data into actionable insights. Giving you the assurance of having an organized and trackable system that will let you take your sales and marketing initiatives in an informed direction. With a quality CRM, you will see your sales team reach new heights.

If you have further questions about CRMs or want to know more details, then contact us or leave a comment below! Further info can be obtained directly from the platform websites:

https://pipelinecrm.com/

https://www.hubspot.com/products/crm

https://www.salesforce.com/crm/crm-for-small-business/

Filed Under: Business to Business Marketing, Call Tracking, Marketing Strategy Tagged With: CRM, sales CRM

Combining SEO & PPC to Impact Business

October 18, 2016 by Daniel Laws Leave a Comment

SEO + PPC = $

Hi. I’m Danny Laws, principal owner of DaBrian Marketing Group. DaBrian Marketing Group is a digital marketing agency. We focus on everything from web design, to social media, Pay per Click, inbound marketing, SEO as well as google analytics, and we are Google AdWords partners. Today I want to talk a little about the effectiveness of combining SEO and Pay per Click and how that can impact the business. What’s some of the things I’m going to talk about at a high level specifically come from the Google partner, something that took place in New York about a month ago and I’ve been thinking about that lately as we go into the new year closing out Q4 [Quarter 4], and speaking with a lot of our clients about potential opportunities that combine the efforts of both SEO and Pay per Click to maximize their effectiveness.

With that being said, some of the things I want to give you a high level on the content, talk about strategies, specifically localized strategy, the impact on incremental clicks, performance, controlled visibility, the data (how do we leverage that data, right?), tailoring the message, and finally we want to talk about localized measurement and what that means for a business in its context. Kicking this off first and foremost, speaking of localized strategies, we want to take a look at the localized strategies for your business, including the SWOT analysis, your unique value proposition, your company’s position within the market, and look at how you formulate strategy as you consider SEO and Pay per Click together.

One of the most common things that we see is redundancy on ineffective keywords from both an SEO perspective and a Pay per Click perspective. Not only are you ranking for keywords that have low volume and don’t resonate with your target audience, but you’re also paying for those keywords and phrases via AdWords or Bing Ads, so compounding the issue. Ideally you want to avoid that. You also want to consider a mobile strategy. You’ve heard it, you’ve seen it, you’re looking at all the data, Google went, as far as mobile, making sure everything was mobile friendly, giving you accessibility, a number of tools to make sure that you can maximize your strategies and improve your mobile sites. That is going to be imperative closing out the 4th quarter, going into 2017.

Making sure that your products features and benefits are very clear to your customers. Not necessarily you, but what does that mean to the customer, how do those features and benefits translate. We want to make sure that we keep that at the forefront, and while you’re looking at strategies bear in mind that AdWords, Bing Ads goes way beyond simple elements of search. That’s Gmail, that’s display, that’s video. Think about that as you start to lay out your localized strategy. In some cases that’s a national strategy, but it’s still relevant.

The other piece of this is the incremental clicks. PPC generates brand awareness. It’s generally at the top of the page. You’ve seen at the top of the page and now you’re seeing it at the bottom of the page. In many cases that generates awareness around a product, an offering, or a brand. Some people, such as myself, won’t necessarily click on that knowing that it has a tendency to cause a customer cost per click. They’re paying for that click. Periodically what people do is simply take that organization and search for them that has an incremental lift in organic search queries sometimes by brand name, sometimes by offering and sometimes by service. You’re going to see that incremental lift when you combine Pay per Click and SEO just naturally by people’s own human behavior.

The performance; again looking at Pay per Click and SEO, the ability to measure lead generation, sales, as well as brand awareness is more simplistic than ever provided the tools, the enhancements, the analytics, the integrations that are out there. Call tracking is another variable that plays very much into the organic side, specifically for services being able to measure that information and seeing what’s happening. You can measure the performance as an overarching search campaign, and you could also measure them in isolation Pay per Click and SEO separately to figure out where the greatest opportunities are for you to minimize your costs and maximize the lead generation and achieve your goals’ objectives however you had them laid out within your overarching strategy.

The other piece here is controlled visibility. What we very often see in the space is Pay per Click versus SEO the potential number of customers that are coming and minimizing that cost per new customer, cost per new lead, cost for new sale, or new business relationship in its entirety, so there’s a lot of overlap in that area. Sometimes that’s a good thing and sometimes that’s a bad thing where you’re duplicating efforts. There’s definitely an opportunity to control what people see based upon the content that you’re creating and the campaigns and what they’re focused on. Whether it be a geographic footprint, whether it be a specific demographic, you name it, there’s an opportunity to control what shows up on the paid search side so that you’re not cannibalizing yourself unless it’s a necessity or a critical element of the strategy. Not necessarily a good thing in its entirety, but sometimes it can work to your benefit.

The other piece here as far as this control visibility is mobile. You have this mobile component and the opportunity to create mobile only campaigns for that call and functionality or call-only campaigns to make sure that those individuals are coming through that those are hot leads, that their intent is they want something right now. You can deliver on those results creating a greater customer experience and generally leading to more profitability, which is ideally what you want to do between SEO and Pay per Click as well as your overarching marketing and business plan.

The other piece here is limiting the redundancies in keyword targets based upon psycho-graphic, demographics, intent. Those types of things, being able to isolate them and/or figure out how you have a more cohesive strategy, is definitely an element that you want to take into consideration as you’re looking to combine SEO and Pay per Click for more impact on the business. Looking at opportunities where your visibility is organically, is it where you want to be? And, substituting and/or testing Pay per Click campaigns to make sure you’re covering the ground that you need to and being competitive in the marketplace when people are looking for products and services.

The other piece that I mentioned earlier is the data, data everywhere. You’ve got Moz Tools, you’ve got Raven Tools, you’ve got SEMrush, you’ve got Google Analytics, Adobe Analytics, you name it, you’ve got tools for mobile site, browsing tools, you name it, Site speed. If you can think of it, pretty much it’s a tool out there. How do we leverage that data? I want to give you one clear example. If you’re running Pay per Click campaigns, you’re running on the display network as an example, the display network allows you to disseminate banner ads in relevant locations within Google’s networks that resonate with your target audience, and in some cases, you’re going to see great results.

Finally, localized measurement. If you’re a business and obviously you’re on a national scale you want to look at what’s happening from a national perspective, but if you are a regional business, if you are a smaller mom-and-pop type of business, what is happening from the Pay per Click and SEO side specifically in your backyard as it relates to brand reach and visibility, lead generation, and/or sales? You don’t necessarily want to look at the world in its entirety when you’re looking at organic search traffic. Local traffic is mission critical.

Are you positioned well enough from an organic perspective and a paid search perspective? Are you leveraging just low-hanging fruit, meta-descriptions? Do you have geography, geography tags in there in some cases? Do you have site links in your Pay per Click? Do you have price extensions in your Pay per Click specific to the local market in that local offering? Do you have the map component associated with your local listing; your name, address, phone number? Do you have those elements consistently showcased on your paid search ads and on your site from a content perspective, as well as a metatag perspective. Are you leveraging rich snippets (schema tags)? Anything that you can do to maximize that reach and visibility from a local perspective is mission critical for your business in order to make sure that you’re getting people from your own backyard and capturing those opportunities that are most cost-effective.

In addition to that is looking at the return on advertising dollars. I’ve seen it and I’ve been on pretty much a world tour the past 4 days it feels like, but every presentation that I go to I hear agency folks talk about ROI, ROI. Not saying it’s not important, but as an agency ourselves, we can’t control every variable that’s associated with ROI, so we try to focus on that return on ads and return on marketing dollars. What did you get back on those marketing dollars? At the localized level you need to take that into deep consideration because you’re going to have a number of people come to you saying, we can create that reach and visibility, but I think we also have to make sure that we’re looking at return on ads spend at the localized level.
With that, I would say, check us out on our social media network for more content. Don’t hesitate to comment on the video and let us know what you would like to see that’s going to be more useful for you to maximize SEO and Pay per Click together as well as our digital marketing services. Any question you have don’t hesitate to reach out to us on social media as well as our YouTube channel. Thank you much. Have a great day.

Filed Under: Adobe Analytics, Call Tracking, Digital Analytics, Google Analytics, Mobile Marketing, Paid Search (PPC), Search Engine Optimization (SEO) Tagged With: digital marketing, Pay Per Click, PPC, Search Engine Marketing, search engine optimization, seo

Analytics Christmas Carol: 12 Things To Measure

December 24, 2012 by Dabrian Marketing Group Leave a Comment

This time of the year we’re either busy analyzing the past year’s data for the new year or dreaming of great food, presents, and time with the family over the holiday. In keeping with both of those notions, I’ve decided to take a stab at song-writing with this fun cheesy little version of the “12 Days of Christmas” carol/blog hybrid!

Enjoy (or point and laugh profusely. Either way, you’ll have fun)!

On the 12th Month of Service the Client Wants to Track:

12 PDF downloads

In the case of Google Analytics, tagging downloads on your website with Event Tracking can reduce inflated bounce rates and give you greater insights into how supplemental information and deliverables impact the decision process of prospective customers and ultimately your bottom line.

11 Affiliate link clicks

The same methodologies that are used with tracking downloads can also be applied to links to affiliate websites. Tagging these affiliate links with Outbound Link tagging can help reduce those artificially-inflated bounce rates.

10 billboard adverts

Traditional marketing initiatives need not be segregated from your web analytics data any longer! Through a combination of vanity URLs and unique landing pages, you can easily track the effectiveness of initiatives like billboards and radio ads and uncover the insights to improve these campaigns.

9 PPC campaigns

There’s far more to a pay-per-click campaign than just clicks. Though Google AdWords provides cost data and click analysis, you can get the complete picture by tying Google AdWords and Google Analytics together. You can see how well the landing page content and call-outs are resonating with your paid search visitors, identify disconnects between a display ad and your site, and use these insights to hone in your PPC strategy.

8 Tweets-a-tweetin'

Don’t just throw Twitter and social posts out there and hope something sticks! Tag those links pointing to your site using Google’s URL builder so you can use Google Analytics to determine the effectiveness of those Tweets!

7 QR codes

QR codes have enabled marketers to easily point recipients to their web assets via a hyperlink in barcode form. As an added layer of measurement, you can add tracking parameters to the destination URL of these QR codes. Another great way to bridge the insight gap between traditional and digital!

6 Customer segments

I’ve said it before and I’ll say it again: If you’re not segmenting your web analytics data, you’re probably not doing it right. Customer behavior from your campaigns to your website can vary greatly depending on what segment they fit into. Slicing and dicing your data accordingly will help optimize your customer’s experience and improve marketing to those individuals.

5 KPIs!

You can’t measure without a unit of measurement to go by! That’s just a fact of life. When it comes to measuring your marketing, establishing solid KPIs that align with your business goals and objectives is crucial. You want to ensure that these KPIs are meaningful to the decision makers and speak to the success of your campaigns.

4 Vanity numbers

Similar to how vanity URLs and QR codes can be used with traditional marketing, there’s also opportunities to use vanity phone numbers that are integrated with call tracking platforms. This provides another great layer of measurement and yet another opportunity to bridge that digital and traditional gap!

3 Email blasts

Most email marketing platforms allow for varying levels of integration with Web Analytics tools. Platforms like MyEmma offer automatic tagging for links pointing to your web assets. This extends your analytical visibility beyond just open rates and allows you to see whether or not the subject lines, messages, and call-outs are really resonating with your audiences.

2 Subdomains

Perhaps your organization’s site stretches across several subdomains (or even across multiple domains entirely). This is often the case with websites that incorporate a blog, online application system, or 3rd party shopping cart. Seamless deployment of web analytics tracking through the use of cross-domain methods will shine light into problem areas of conversion funnels and other valuable tidbits.

And a CVAR in a tracking cookie!

Google Analytics allows for the use of CVARs, or Custom Variables, which allow you to set specific variables within the tracking cookie. These CVARs can be set when a user performs a specific action on your site, comes from a certain traffic source, or fits other specific criteria.

And there you have it, folks: My half-blog-half-Christmas Carol masterpiece! Hopefully you found it festive AND informative! On behalf of everyone at DaBrian Marketing Group, I’d like to wish you all a very Happy Holiday!

Filed Under: Call Tracking, Digital Analytics, Email Marketing, Google Analytics Tagged With: Analytics, carol, christmas

Looking For Better Insights On Members? Get The Big Picture!

May 2, 2012 by Dabrian Marketing Group Leave a Comment

In past blogs, I have discussed how web analytics can help gain the support of the decision makers and even laid out some great ways to measure traditional marketing with Google Analytics. But how do you get to the point of being able to show the decision makers the right insights in the first place? Today’s blog is focused on some of the most common problems we’ve come across with banks and credit unions that stand between them and gaining greater insights into member behaviors and trends. More importantly, it sets out to show how you can get the most out of your marketing campaigns via analytics and open minds.

The Problem

Institutions often seem to lack visibility into the “big picture”. When I say “big picture”, I am referring to the complete analytical scene: The website, your institution’s social media assets, marketing campaigns (both online AND offline), affiliate sites, and of course conversions (leads & sales) and Return on Investment. There is little-to-no connection between their assets. Why is this?

This fragmented view seems to be caused by several things from internal politics to fears on data collection and security. What banks and credit unions often fail to realize is that tools like Google Analytics do not collect personally identifiable information! Monitoring beyond the main credit union/bank website is often viewed as a risk, when in reality the real risk is in the lack of visibility into the performance of marketing initiatives.

Are you from a bank or credit union that isn’t afraid to get the tools in place to uncover some insightful gems? Want to see how to tie everything together? Read on!

Getting the Pieces in Place

The key to putting this analytical puzzle together is to first establish links between the data points. This means that policies and procedures need to be created for every “fragment” of your institution’s initiatives:

  1. Cross-Domain Tracking – It’s imperative to remove any gaps in the clickstream of your website. Credit Unions and banks often use 3rd party loan application platforms. Luckily, web analytics solutions like Google Analytics feature advanced Cross-Domain tracking functionality to ensure the data is preserved all the way from the time the consumer lands on the site to the point that they submit an application.
  2. URL Tagging – URLs being used for Pay Per Click & banner ads or being posted to your social media assets should be tagged for easier identification within web analytics tools.
  3. Vanity Numbers & URLs – Vanity URLs and phone numbers set up for call tracking can help bridge the gap between web analytics and traditional marketing.
  4. Event Tracking – Event Tracking can be used to identify when visitors to your website complete a desired action (like downloading an informational PDF or paper application).

Conclusion

A seamless view of marketing initiatives not obstructed by the glaring gaps and disconnects in data is every financial marketer’s dream. Luckily a holistic view can be achieved through a combination of tagging, scripting, and good ol’ ingenuity. Connecting the dots using analytical tools can yield opportunities to optimize both traditional and digital campaigns and ultimately increase new memberships and loan & credit applications.

Filed Under: Call Tracking, Digital Analytics, Google Analytics Tagged With: member insights

Monitor Phone Lines, Billboards, Direct Mail Pieces, and More Using Multichannel Analytics

August 10, 2011 by Dabrian Marketing Group Leave a Comment

Most people involved with the marketing facet of a company would agree that there are countless avenues to market with.Websites, banner advertising, e-mail marketing, direct mail marketing, cold calling…the list goes on and on.Over the past decade, it’s become increasingly important to monitor marketing effectiveness.Web analytics tools have been improving as quickly as the rest of the internet has, allowing for more dynamic, in-depth analysis with every new update.With these new updates and improvements, it has now become possible to monitor much more than just a website.

When implemented properly and in the hands of a web analytics ninja, platforms like Google Analytics can be used to monitor and track the effectiveness of more than just websites.Using advanced integration methods such as event tracking, virtual pageviews, and cross-domain tracking, these tools can be used to track everything from your organization’s social media efforts to phone calls.That’s right: phone calls. Call tracking is the latest trick in the analytical magic bag, using a hidden, blank web page bound to a specific phone number to track calls via “pageviews”.  Call tracking isn’t the only trackable avenue of marketing that isn’t limited by the internet.Using things like custom phone numbers and vanity URLs, it is also possible to use web analytics platforms to effectively track direct mail and even billboard advertising.

As human beings, we can’t help but think in silos.In today’s marketing world, it is crucial that we break away from this old way of thinking and see how all of these facets and avenues of advertising are tied together.When data from all of these areas of marketing is combined, it can generate crucial business intelligence and reveal insights that could give your organization the edge it needs.

Filed Under: Call Tracking, Digital Analytics, Google Analytics Tagged With: monitor, multichannel, phone calls

Primary Sidebar

Archives

Categories

Subscribe Now


CONTACT INFORMATION

DaBrian Marketing Group
3535 N. 5th Street HWY
Suite 2, #203
Reading, PA, 19605

  • 610.743.5602
  • Mon - Fri: 9AM - 5PM
Contact Us
Web Support

RESOURCES

  • Case Studies
  • White Papers
  • eBooks
  • Small Business Resources
  • Our Blog

MARKETING

  • Financial Services
  • Health & Wellness
  • Ecommerce & Retail
  • Business 2 Business
  • Business 2 Consumer

VISIT OUR LOCATION

  • Get Map & Directions

CONNECT WITH US

Facebook Instagram Linkedin Rss Twitter Youtube

Copyright © 2025 DaBrian Marketing Group  •  All Rights Reserved  •  Privacy Policy

Scroll Up