MiniMatters, A Women-Owned Business, Saves Time and Focuses on Hot Leads with SyncApps

Elissa Leif and Barbara Haupt knew that in order to continue to grow MiniMatters, their web video production and marketing company, they had to squeeze more effectiveness  from their own marketing and sales process.

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They had hit an important growth speed bump - as they got busier with client work, how could they maintain good follow-up with their growing prospect list?

Barbara and Elissa had a good practice of taking in and tracking new leads. But as their business expanded, with more prospects and more pending proposals, they could no longer rely on their calendar and reminder systems. They needed a customer relationship management (CRM) system.

Saving tedious administrative time

But having a new CRM system meant more administration.

“I got to the point where I dreaded coming back from a successful networking function,” noted Elissa, who now needed to input each contact in two places: their CRM and email marketing systems.

She started searching for a solution and found SyncApps by Cazoomi®, which seamlessly synchronizes the data between Constant Contact and the major CRM products – including the all-important “opt-outs.”  After following the instructions to set up a sync profile, she could enter contact data once in the CRM, along with any notes and useful tagging for further follow-up. And being cloud-based, both she and Barbara could share the task without fear of double entry or over-writing.

Targeted mailings for sales results

Barbara and Elissa also realized that SyncApps could help them do a better job of nurturing their sales process through their email marketing. They had been sending out regular newsletters, but were sending out the same newsletter at the same time to all contacts on their list. SyncApps for Constant Contact enabled them to segment their mailing list and to classify prospects and current customers.

With their more tailored lists, they sent out their first segmented mailing to announce their new video marketing blog

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MiniMatters closed the email to hot prospects with the simple call to action “Let’s talk about your upcoming projects.” 

Even this simple change had immediate impact. Within hours of their first mailing, they received a call from a prospect who wanted to talk that very day about having MiniMatters produce a video.

Three Steps to Getting Marketing and Sales in Sync

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“Free for Life”

As a Constant Contact customer, MiniMatters was eligible for the Cazoomi “Free for Life” SyncApps program.  Get started with SyncApps for Constant Contact today and start nurturing your customers and leads with the right message delivered at the right time.

  

 

Posted by Clint Wilson
 

SyncApps by Cazoomi relies on Twilio to build a robust call tracking solution for thriving subscriber base

SyncApps by Cazoomi teams specialize in building integration service applications which subscribers can easily use and Twilio Call Tracking was high on the list to add to their portfolio of services.

After a 2 week Proof of Concept with Twilio and MailChimp teams, we had our initial design for the integrated service starting with NetSuite and are now rolling out the completed app this week.

Design:

  • Build Twilio Connect configuration inside SyncApps for NetSuite to MailChimp subscribers
  • Inside each Sync Profile a user could set up the Twilio Call Tracking Add-on in 5 minutes
  • Easily purchase a Twilio phone number for Campaigns via Twilio Connect in SyncApps
  • Assign Twilio phone numbers to MailChimp Campaigns for call tracking metrics
  • Map Twilio phone numbers to existing Business Phone Number (I.e. Person, Group, or Company)
  • Paste, add Twilio phone numbers into Campaigns
  • Run Campaigns
  • Pull Campaign data from MailChimp directly into NetSuite custom records for displaying on Leads/Contacts (enabling Sales)
  • Gather all call data from Twilio automatically and review Campaign metrics using NetSuite's robust reporting engine

Download Operating Guide today!

Today our subscribers can utilize this robust application, at no cost, with Twilio Call Tracking Metrics inside their NetSuite dashboards.

Do you have to manage multiple online marketing campaigns internally or trying to track both onsite conversions and phone call conversions?

With the Twilio Call Tracking Add-on you can easily tie incoming phone calls to lead/contact records inside your CRM to capture real-time Email Marketing Campaign ROI.

Sign up for your Free Test Drive today!

  • Sync & Capture data on every incoming call into your CRM
  • Track every lead source and measure ROI easily
  • Buy Twilio numbers from SyncApps and associate with an Email Marketing campaign
  • Track Campaign Call History inside your CRM

 

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download)

*Currently supported SyncApps: NetSuite to MailChimp

Posted by Clint Wilson
 

Order to Cash velocity results in dramatic increase using Salesforce to NetSuite SyncApps.

Many of our Salesforce & NetSuite subscribers let us know last year that they wanted a simple, effective way to use our integration service to improve their metrics in the entire order-to-cash cycle across the organization.

Main Goal: free up valuable cash that could be used to fund the accelerating growth of their business.

Our Salesforce team leads, paired up with the SyncApps team to design and implement our newest integration service to meet this need in the subscriber base;

Closed/won sales opportunities in Salesforce are instantly converted to Sales Orders in NetSuite for Sales managers to approve, Finance to Bill, with all critical Customer data updated in real time as well as all products syncronized.

Some of the key features requested & rolled out this year include:

bullet-chainSync NetSuite customers to Salesforce accounts
bullet-chainSync NetSuite items and pricing to Salesforce products
bullet-chainSync Salesforce opportunities to NetSuite sales orders seamlessly

Give a try for 14 Days, free, to see how your organization can dramatically increase your Order to Cash velocity today.

Get your integration started in minutes not months 14 Day Free Trial

*Use your own Salesforce.com sandbox account with NetSuite Sandbox on SyncApps available during Free Trial.

 

 

 

 

 

 

Posted by Clint Wilson
 

Valentine's Day 2012 | NetSuite CRM Sync for Delivra Email Marketing

Cazoomi announces an integrated solution for connecting Delivra Email Marketing and NetSuite CRM.

"This new SyncApp from Cazoomi will cut out all of the time we used to spend going back and forth between Delivra and NetSuite to log and update data after a campaign - now SyncApps does all of that for us." ~ John & Kira's @johnandkiras

San Francisco, CA, Feb 14th, 2012 — Cazoomi, today announced we have synced NetSuite & Delivra which enables the flow of mission critical marketing metrics between companies’ NetSuite's CRM solution and Delivra's Email Marketing.

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Check out NetSuite CRM Sync for Delivra Email Marketing today!

The new NetSuite CRM Sync for Delivra provides a streamlined, real-time integration between NetSuite and Delivra, a leading SMB Software-as-a-Service (SaaS) Email Marketing provider, to create a seamless touch-to-customer process and enhanced customer relationship management (CRM) experience.

Your company will be able sync contacts, companies, leads, prospects, lists & send email marketing campaigns directly from Delivra and synchronize marketing metrics inside NetSuite, all in real time.

Sign up today for NetSuite CRM Sync for Delivra Email Marketing!

~ Cazoomi Teams

Posted by Clint Wilson
 

Most visited presos on Cazoomi Network in 2010 | SaaS Pricing & Social CRM win on Slideshare

Last night our social CRM team in the Philippines had a cool idea to list our most favorited & clicked thru presentations on our Cazoomi Network the last 12 months to put up on LinkedIn and Slideshare:

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Each one of these presentations have been a conversation piece for us this past year & one of our favorite speakers on all things Business Strategy, Revenue Modeling, Recurring Revenue & Pricing is the presentation we listed first last night.  When our team got together this morning to review our presentation selections and go over some image placements on our Cazoomi site we noticed that Slideshare had emailed to let us know our upload of "SaaS Revenue Streams", from Lincoln Murphy, had won top placement in Slideshare's featured section.

Everyday, the SlideShare editors feature 15 great presentations on their homepage. Thousands of people see them and many lucky ones go viral on Twitter & Facebook.  Lincoln Murphy's presentation inspired our team when we launched Cazoomi.com last year and still does today so glad to see Slideshare agrees as well.

The presentation which garnered the most click-thrus on our network in 2010 was from Get Satisfaction around their Mint.com customer service lobby launch here.  It really demonstrates the value of transparency of business and how customers embrace this messaging from companies.

Each presentation in our top 6 has influenced our company vision this past year and in 2011 I'm sure we will have a few of our own presentations which some, we hope, will say influenced them in their company too.

~Cazoomi Team

 

 

Posted by Clint Wilson