As Bill points out, as financial advisory practices become more and more complex, not to mention competitive, it is those advisors that leverage technology to their benefit that will prevail by improving their client acquisition capabilities which in turn will help them to maintain or improve their bottom line.

Please take the time to read Bill’s article here…..
http://www.morningstar.com/advisor/t/48502443/how-marketing-automation-can-accelerate-client-growth.htm

According to Talking Points Memo‘s Callie Schweitzer, it wasn’t pretty when “The White House Press Office vomited all over my inbox,” she tweeted. Spam is slow suicide by email. No one wants to sit next to a spammer.

What an embarrassment – “White House floods reporters’ inboxes after Obama’s jobs speech” – reads the headline from The Tickets Chris Moody.  In an effort to find out if the $447 billion jobs plan that President Obama unveiled Thursday night has support from unions, liberal groups and other Democrats the White House Press Office sent nearly 50 emails to reporters overnight.

Hello, White House Press Office, have you heard of marketing automation?

In a fit of unbridled self-promotion, since I am the President & COO, let me introduce you to CaptureTrackConvert.   CaptureTrackConvert is a segment-based automated marketing technology designed to take our users beyond the untargeted, non-personalized batching and blasting email campaigns – sound familiar White House Press Office – and allows them to send relevant, automated responses, based on the behaviors and preferences of the recipients, in a nurturing and professional manner.

How does that work?  Well, let’s use “SPAMgate” as a real life example.

First, White House Press Office, it’s not about you, it’s about your audience.  Since you obviously don’t have any behavioral data on your audience, our suggestion would have been for you to craft a few well written one-to-two page position papers on key elements of the President’s jobs plan before sending that first email.  Relevant offers coupled with behavioral targeting yield the best results.

Second, help these reporters self-qualify themselves to you. You can identify which aspects of the American Jobs Act story fit their reportorial beat: personality profile, hard news exclusive or look-under-the-hood article. Provide each reporter with the content they care about. To meet the growing demand for online business relationship-building tools, my company, CaptureTrackConvert, is designed to take you beyond the untargeted, non-personalized, batching and blasting email tactics you seem to use at White House Press Office.

The fact is that it only takes a little extra effort to use email communications correctly.

From your first email, CTC would have gone to work electronically capturing behavioral data from your list allowing you to segment and target your email list as activity was occurring.

The first email should have contained your contact information, links to your website, blog and an invitation to download position papers your audience deemed important to them.  As this occurs, CTC’s automated marketing technology would have been tracking:

• Who opened your email – Who didn’t open your email
• Whether they clicked through to your website from the email
• Who visited your website directly
• What pages they visited
• How long they stayed on each page
• What position papers did they downloaded
• …. and more!

In effect, the visitors self-qualify their needs to you by themselves and save you from trying to “hit or miss” their points of interest. Based on visitor behavior, CTC would have electronically placed these visitors on the right list of interests and preferences, saving you time, money and embarrassment. The possibilities for segment-based end-receiver messaging are limited only by your imagination.

With the election quickly approaching wouldn’t it behoove the White House Press Office and the current Administration to know a little more about the voters then they did about the press?  We should talk! Give me a call at 866.535.0883 ext 701.

  Our one-of-a-kind segment-based marketing automation™ is unique as it is based solely on Segments™.  Designed for those marketing for small businesses, you will enjoy the simplicity and power of one easy-to-use integrated system; visible and configurable from one dashboard, that CTC provides our users.

Driving our decision to develop CTC was the need for those marketing for small businesses to have access to the same automated marketing technology tools that until now were only available to the largest companies.   We also wanted to deliver an automated marketing technology solution that is currently active in the marketplace; has withstood the test of time; and has made the appropriate enhancements to its technology base as market conditions and circumstances dictate.

By building the CTC application on top of the Net-Results technology platform, the world’s only segment-based marketing automation™ platform built on Segments™, we believe we have delivered on our objective.  Founded in 2003, Net-Results is the recognized leader in marketing automation software as evaluated by Topseos.com an independent authority on search vendors.

Building on their legacy of serving hundreds of customers and millions of emails delivered, we are comfortable that we have an automated marketing technology capable of handling any sized campaign that our customers may have.  CTC’s interface provides non-experts with a simple step-by-step, drag-and-drop dashboard that allows non-experts to identify who is visiting their web site, segment their visitors, track their movements through a web site to identify their interests, nurture their interests with e-mail content and accelerate the process of client acquisition.

As cost is always a consideration for those marketing to and for small businesses, we have priced CTC’s features rich, base package at $200 per month.  This is a substantial discount to the more established brand names in the marketplace whose basic packages begin around $1,000 per month.

In a nutshell, CTC delivers a proven segment-based marketing automation platform; at a reasonable price; allowing our customers to drive their automated marketing campaigns from one system, with one methodology that provides a single, comprehensive solution to their marketing challenges.

Please visit our newly launched website and tell us if you agree!

A special thank you for everyone that read my blog: “5 Must-Haves to Look for From Your Social Media Archiving Provider”.  I am flattered and most appreciative of your support and interest in a subject that will only become a larger part of your personal and professional lives going forward.  Because of your interest the blog was recognized as the second most popular blog post via ByAllAccounts for the month of June 2011.

If you are interested in learning more about the rules and regulations regarding social media arching please visit www.arkovi.com.  If you are interested in learning more about how social media archiving technology coupled with automated client acquisition technology can make your professional life more productive, please visit www.capturetrackconvert.com .

If you are reading this from our blog site, please finish, and then spend some time walking through the site.  We hope you will be impressed with our technology, which brings Fortune 500 marketing automation capabilities to the Financial Advisors desktop, at a price you can afford.  If you are interested in a demo please give us a call at 866.535.0883 ext. 1.

On Monday, June 27 please return to this site to listen to the replay of last week’s ByAllAccounts sponsored webinar: Social Media Q&A.  I had the good fortune to be on the panel and joined by Zach Hedges, CEO of CaptureTrackConvert and Blane Warren, CEO Arkovi.  Please tune in as we discuss the rules and regulations governing financial advisors use of social media as well as share some best practices with you.

You will also be able to download are current whitepapers: “How Financial Advisors are Leveraging Digital Marketing To Differentiate Themselves in A Crowded Marketplace” and “Measuring Client Acquisition Technology for Financial Advisors”.

If you can’t wait for the whitepapers you can download a copy now by visiting: www.capturtrackconvert.com and clicking on “Resource Center” located in the toolbar at he bottom of each page.

Thank you again for your support and pushing my article onto the Top 7 most popular posts of the month list at ByAllAccounts.  Read the rest of the great articles here:

Our most popular blog posts of the month…

Young 401(k) Investors: The Lifetime Clients of Tomorrow?

Wes Campbell, Account Manager, ByAllAccounts

5 Must-Haves to Look for From Your Social Media Archiving Provider

D. Bruce Johnston, President & CEO, Advisolocity

Get Going with a CRM, or Get Left Behind: An Interview with Tim Minert, Redtail Technology

Cynthia Stephens, VP of Marketing, ByAllAccounts

Staffing: The Most Important Questions Are The Ones You Ask Yourself

Justin Shepard, Sales Development Representative, ByAllAccounts

Get the Data on Retirement Account Performance – And Dare to Compare!

James Carney, CEO, ByAllAccounts

Social Media for Financial Advisors – Back to Basics: Content is King!

Amy McIlwain, President, Financial Social Media

Advisor Picks the Right Partners to Increase AUM

Barbara Kotlyar, Senior Marketing Manager, ByAllAccounts

Drag and Drop Campaign Creation

WYSIWYG Editor

Campaign Stats

Simple WYSIWYG	…or Paste in Your Own HTML
Detailed Reporting	Track Recipients on Your Website
Unlimited Contacts	Unsubscribes Managed For You
Unlimited Lists	Drag & Drop Campaign Builder
Hundreds of Templates	Unlimited Campaign Branching
Drip Campaigns	Unlimited Email Triggers
Mail Merge Fields	Automated List Management
Forward to a Friend	Hosted Version of Every Email

After They Click What Happens?

It’s important.  In most cases prospects who click through from your email campaigns look at only one page and leave your website.  With CTC tools and visitor identification you get granular data on how effective the email campaigns is, combine that with Lead Scoring and you have a powerful prospecting and qualifying tool.

Gain insight into the following:

• Which ones look at several pages?
• Which ones spend more than 5 minutes on your site?
• Which ones started to take the action you hoped they would but did not complete it?
• Which ones came back to your site later that day? That week? That month or year?

CaptureTrackConvert tracks all of this in real time as it happens and gives you the tools and information to close more business with a more qualified prospect.

Other traditional email marketing systems don’t have the technology to tell the difference between a prospect who clicked through, looked at one page and left your website verses one who looked at 10 pages, spent 10 minutes doing so, downloaded your thought leadership piece, began the conversion process and failed to complete it. That’s a prospect you should probably know about and spend your time communicating with, and it’s a easy with CaptureTrackConvert.

With CaptureTrackConvert you can send an automatic follow up email, cause a campaign to branch, drive an instant alert or a scheduled report, adjust a prospects lead score, display a targeted dashboard, alter list membership or sync contacts to your CRM. In a measurable and meaningful ways simply not possible with products from other email and marketing automation vendors.

Ready to get started ? Call 866.535.0883

Transform a database of contacts into a pipeline of prospects

More than just sending emails and tracking website visitor activity. CTC can help you transform a database of contacts into a pipeline of qualified prospects.

Does your lead management strategy consists of relying on notes and activities, manually input by sales and marketing?

If so you’re likely missing out on key data, indicators of interest and prospects readiness. CaptureTrackConvert provides its users with flexible and functionality of customizable lead management so all of your marketing efforts work together to move prospects through the sales process.

Put CaptureTrackConvert’s industry-leading marketing automation solution to work seamlessly integrating with your lead management methodology.

Ready to get started ? Call 866.535.0883

• 

  Automatically sync leads, contacts, accounts & opportunities

  Automatically sync leads, contacts, accounts & opportunities

• View your prospect interaction with both marketing campaigns and your website without leaving your CRM application
• You have complete control over how & when new leads are pushed to your CRM
• Assign leads to sales based on parameters of your choosing automatically
• Based on CRM data such as expected close data or opportunity size select prospects for marketing campaigns

Our Sugar marketing automation integration is easy to use and is free with your CaptureTrackConvert subscription.

Download Free from the SugarExchange
View SugarCRM/Marketing Automation Integration Instructions

View SalesForce Integration Instructions

Ready to get started ? Call 866.535.0883