10 Steps to Generate Leads for Software Sales Online

Photo (cc) by Flickr user Leo Reynolds.

Photo (cc) by Flickr user Leo Reynolds.

Lead generation is one of the primary roles of your marketing organization and the greatest demand of your sales force. As markets become more globalized your marketing team needs to make greater use of the web in generating leads for your sales team to follow up on and close.

Here’s a list of 10 key steps to take in generating those leads.

1. Identify Your Prospects

List the key characteristics of your target customers in order to find where they are on the web, what they are interested in, and what is likely to make them take time out of their day to visit your site and provide their contact information. This last point should tie back to your value proposition.

2. Give to Get

While many sales professionals refer to the first stage of the sales process as “Lead Generation” we’re really talking about “Contact Generation”. We want our prospects to visit our website and then provide their contact information in exchange for something of value. So we have to create something that would be interesting or useful to our prospects. Such as a Case Study, Tutorial, Whitepaper, or maybe you have the budget for an iPad giveaway. Whatever you determine to give your prospects make it available on your website with a simple sign-up form.

3. Write a Blog Post

You or someone in your company should already be contributing to a blog, so write a blog post that talks to the subject of your giveaway. The less it is about your product and more about your customers the better. Your blog post helps with SEO (Search Engine Optimization), but also gives you an additional link to be used for subsequent steps.

4. Tweet

Very little about marketing is discussed without “Tweet” or “Twitter” being mentioned. Unless you have a very targeted audience (targeted using hashtags or your carefully nurtured list of followers) this may not be an immediately rewarding channel. However, post a comment with a link to your giveaway or blog post in order to build up that marketing channel at the least.  These links will drive your targeted prospects to your sign-up page.

5. Post to LinkedIn Group

Especially if your business is B2B, you should be using LinkedIn as a way to find and engage your target audience.  Search LinkedIn’s groups, join them (if you haven’t already), and start a discussion or join one.  Then, in a non-spammy way, post a link to your giveaway.

6. Post to Facebook

While the value of Facebook to B2B companies is still patchy, it is an essential channel for B2C businesses.  Search for groups that focus on your customers and post a link to your giveaway here.

7. Join a Conversation

Ideally you should be participating in online discussions important to your customers.  Either way, using tools such as Technorati, BlogPulse, or Google Alerts, find blog posts or articles from publications that serve your community (market).  Engage in the conversation by making posts.  You can add a link with your comments, but again - don’t make it spammy!

8. Answer a Question

Sometimes, within LinkedIn or Quora, your customers are asking explicitly for your help.  The question could be related to your value proposition, the problem you solve, or the field you’re in.  Perform searches on these platforms, answer the question in a meaningful way and include your link as a source of additional information.  But make sure that your giveaway content is indeed related to the question and your answer.

9. Buy Contacts & Engage

You can buy contact information using services such as Jigsaw.  But if you do, a best practice would be to enable your customers to opt-in to your marketing program.  Use an email marketing tool like ConstantContact of Mail Chimp to reach out to your new contacts with a “value rich” email and link to your giveway.  The same could be done with a purchased or rented email list.

Here’s an interesting perspective on evaluating the quality of your list.

10. Advertise

Last but not least, if your budget allows, purchase adwords from Google and include a link to your content and sign-up sheet.  It sounds pretty straight forward, but this alone is an art and a science.


Posted under CRM, Sales Automation, Social Media Marketing

This post was written by James Colgan on November 22, 2011

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Blogging - why do it?


As you’ll have seen dear reader, I hit a bit of a dry spell for a while there.  As I’m getting back into the swing of things, I decided to take a step back and consider the bigger picture - why blog?  The medium has been around for a very long time now, so why do it?

Looking around I was inspired by a post by Andrew Sullivan of the Atlantic.  Well worth a read.

A recent post over at the Blog Traffic Exchange says “Why not!?”.  It’s a great way to easily publish your thoughts for easy consumption by your target audience.  It’s also a great way for you to raise your profile and credibility within that audience.  The latter being depending upon the audience resonating with your posts.

What is it?

The embodiment of who you are and how you think about a particular subject?  More of the latter than the former more likely.

A publication of how can you help on a particular subject?  This is definitely preferable over a sales pitch for your product or service.

How do you start?

Commenting.  This gets you to understand the looks and feel feel of a blog.  It will help you find your voice.  It will also get you to better understand what you want to blog about (although your business objectives should really drive that on the whole.)
Interestingly, commenting may get you writing your first blog post!  As you get your teeth into a good comment that got your passionate and creative juices flowing, you’ll suddenly realize that you need more space….and a picture would really help get your point across…and then there’s that video…So, be succinct, add to the conversation, and then point to your newly created blog post.

This will also get you engaged with other thought leaders in the space.  You will get a sense of who is already respected as a commentator in your space (and so someone you should get to know and build a relationship with.)  You could also start to be recognized as a contributor within the readership of the blog. It will also get you to appreciate one of the key adages of Social Media - give more than you take.

So You’ve Written a post - Now What?

Your blog should act as the central point of your social media marketing strategy.  This is where prospects get to really know you.  But it’s only the epicenter or the nexus of everything else that you should be doing.

Write a blog post, then:
- post it to Twitter
- find similar topics on the web and comment, leaving a link back to your post.
— linkedIn groups
— yahoo groups
— forums
— Facebook

In this way you’ll be able to build pathways back to your central conversation (your particular post) while contributing to the greater and broader conversation on a topic.

How does a blog fit into the sales cycle?

The question on most peoples lips.

1. Contact generation.

Every word you add to your blog increases your SEO ranking.  This alone does not get you a lead, but it puts you on the map.  (And every comment link and forum post you put elsewhere leading to your blog increases your SEO even further.)

To get a contact you need to give more.  You need to do something that’s going to prompt them to give you their name and email address (at a minimum).  This is done when someone leaves a comment (you can set your blog up to only allow registered users to comment).  But registration may put people off, and as a percentage so few people leave comments at all.  So you need to give more.  You need to give something of value and have it accessible right next to your blog posts.  It could be a white paper, a case study, an industry report…it doesn’t have to be an iPad, but that wouldn’t hurt either ;)

Remember though, this only gives you a Contact.  It does not give you a lead because there’s been no qualification yet.

2.  Lead Qualification

The contact could qualify themselves into a lead by leaving a particularly relevant comment.  This could put them onto your list (or into your funnel), but until you know more about them you don’t really know who they are.
Third party qualification: this is when you turn to other tools to help you.  LinkedIn would be the main source, but try out a couple of social networks to help you triangulate.
Ask them!  This could be a more comprehensive form for hem to fill in to get the giveaway (although you need to be careful that too many questions doesn’t decrease your conversion rate too much.). You could also ask them directly in a separate offline email.  But you need to be careful and considerate about this.

Remember, this person did not comment on a blog or fill out a form with the express intension of becoming a target for you.  The main reason for your blog at this stage of the process is not to explicitly generate leads and contacts.  It’s to start conversations/relationships.  These relationships can blossom into a lead, or the relationship could turn the individual into a strong advocate and evangelist.

It’s tempting to jump on a contact and engage them right out of the shoot, but this will most likely scare them off, and could potentially lower the credibility of your blog and the engagement entirely.

So, in turning a contact into a lead, find a way for the user to volunteer or better yet move themselves down the sales funnel.  This could be through the giveaway previously mentioned, or it could be via a link on your blog page that leads to your products and services.

3. Prospect education.

Your blog can be used to educate a prospect, but probably not in the way you imagine.  Remember this is not a channel for you to just take your marketing collateral and essentially copy and paste product descriptions into posts.  Constantly saying “hey, look at this interesting aspect of our product!” can get equally annoying also.  (Although, “How to…” videos or tutorials are agreed to be acceptable forms of marketing collateral for the blog medium and audience.)

The best way to leverage a blog to educate your target audience is to focus on the generic subject within which your product sits.  Educate your audience about the subject in general, and the idea is that you’ll be subliminally educating them about your products or your expertise (which should be related right!?) at the same time.  (Importantly, you’ll be establishing credibility - so that will at least put you in mind when your contact decides to turn themselves into a lead or prospect.)

What if you don’t have a blog, or don’t update it that frequently?

Well, your company may be perceived as unapproachable, or aloof - something that is frowned upon in many industries, especially consumer facing ones.  You’re also leaving it up to your competition to frame the discussion.  Not a good thing.

What if you’re not reading blogs?  Does it really matter what these people think?

First of all, if you’re not reading blogs about your industry or products, you’re not even at the water cooler!  You cannot participate to your advantage, or worse to your disadvantage.  While many bloggers have not been publicly ordained as “industry experts”, they may be thought of by your market and customers as “one of us”.  And bloggers with this level of credibility and resonance with their audience can make or break your company.  You have to be aware of who is discussing your market, your products, and your brand.  And you have to engage.

Bottom-line - Participate, contribute, and find ways to reasonably lead people to your “thought and opinion repository” - your blog.

Posted under Social Media Marketing

This post was written by James Colgan on November 21, 2011

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Personae - Who Are Your Customers?

As an Enterprise Software marketing or sales professional, do you know who your customers are?  Do you know how to engage them?  They sound like rookie questions, but for a Social Media Marketing strategy to work (or any marketing strategy for that matter) we need to deeply understand this as a marketing organization.  And we do this by creating Customer Personae.

In traditional marketing, we characterized our customers to understand what they wanted and how to reach them.  If we understood what they wanted, we knew what product to develop.  And once we understood how to reach them, we’d then pitch our product with all its glorious features with the hope that they would buy.  Classically, the four P’s process - product, place, price, promotion.
In Social Media Marketing this is not an effective approach, because Social Media Marketing is not about your products.  Your customers take center stage of the conversation.  But wait a minute, in Social Media Marketing, your customers are not really customers at all!  They’re your community!  It’s becoming a cliche, but it’s very important to think in these terms, as it helps to set the stage for the content you are to create and how you are going to engage them.
By illustration, if you were to go into your local community gathering place and meet people there for the first time, you wouldn’t just start pitching your products or services at them.  You’d start a conversation with someone in the same way you would any other - you’d find out about them.  Find out what’s going on in their lives, and along the way maybe you’d relate a similar story of your own - the contractor that actually finished the kitchen remodel on time and within budget!  ”What’s your email address?  I’ll send you his contact information.”  This is how Social Media Marketing works.

Back to creating your personae.  Why are we doing this again?  To step into customer shoes to better understand how they make buying decisions.  We also want to discover topics and subjects that each persona would be interested in (your product is not an interesting topic, by the way…not yet).
As an Enterprise Software vendor, your community isn’t just your users.  Your target community contains everybody that comes into contact with your product, the users of your product, your company, your personnel, and your brand in general.

Think beyond the sales cycle, and extend your persona map to the life-cycle of the product.

Traditionally, within the Sales Cycle, you would find the following personae: User, Decision Maker, Evaluator, Gatekeeper, Influencer, etc.  These are important people to understand and list, but there are more that you need to consider for the life-cycle of Enterprise Software - IT, Legal, Accounts Payable, Finance, for example.

Once you have listed up these different personae, create representative biographies for each (not job descriptions!).  At the top of each biography call out their goals or aspirations.  Underneath that describe things like their background, their daily routines, problems they regularly encounter, current solutions that they use, etc.  Create as detailed a picture as you can as this will be a key source of content ideas.
Underneath the description, detail how they typically get and absorb information.  Is it videos?  Presentations?  Online Forums? White Papers? Demonstrations?  Product evaluations?  From this list you will be able to determine the form in which your content should take.
Last, but not least, list the ways in which each persona can be reached and how they prefer to be reached (or engaged).  The communication map for your market will be wide and varied.  However, one thing is almost certain - your original assumptions are probably wrong.  At least in the spread.
Your community is using Facebook, they are on LinkedIn, they are in forums, they are on Twitter, and they’re probably using email less and less.  They’re hardly ever reading paper magazines (what few still exist), and very few of them as a percentage go to conferences and trade shows.
Forbes, in collaboration with Google, put out a very interesting study on executives’ use of the internet. Anecdotally, this is a demographic that is not supposed to be online.  Read the report for the full scoop, but here are some interesting statistics that indicate that only one thing is constant - change.
(As an aside, in the report they refer to different generational personae as Generation Wang, Generation PC, and Generation Netscape.)
So, in summary, before you embark on your Social Media Marketing strategy, and once you have your objectives written down, create personae for each of your community types (customer).  Include as many as make sense from both the sales cycle and the product life-cycle.  (You may discover some hidden gems in the latter.)  Once you have done this, you will have a good starting point for not only the types of content you should be developing, but also how you should be reaching your community.

A final note - To do an effective job of this, you have to get out of the conference room, out of the office, and talk to your customers.  If you don’t, you’re just guessing.
[Photo credit: James Cridland]

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Posted under Social Media Marketing

This post was written by James Colgan on July 6, 2010

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