Revenue Generation Blog Archives – Page 55 of 82

All articles, commentary, etc. that does not fit under Best Practices, Press Releases, Testimonials, or Documentation goes here.

Automatically Nurture Leads on Behalf of Sales

May 23, 2013/0 Comments/in Best Practices, Lead Nurturing, Revenue Generation Blog, Sales/by Lead Liaison

Lead nurturing is the process of advancing leads from suspect status to sales-ready buyers. In the past, lead nurturing was the responsibility of salespeople who received homogenous contact information from the marketing department. There was no process of determining which leads were preparing to buy and which leads were “kicking the tires”.

With our Lead Management Automation™ platform, you can automatically nurture leads on behalf of sales without the man-hours that were typically required using traditional lead nurturing practices. Users can schedule messaging to prospects, create specific digital assets such as email messages, surveys, and landing pages, and move leads to a point where a sales contact can advance the relationship.

Using the Lead Management Automation platform, marketing can develop relationships with prospects without engaging sales agents by:

scheduling your marketing campaigns to be delivered sequentially without the need for staff interactions along the way
creating and delivering email campaigns with personalized messages
distributing surveys for existing customers to uncover up-sell and cross-sell opportunities
creating customized landing pages that provide specific responses to lead activities such as filling out an online form
creating customized web forms that can be added to landing pages to collect information for progressive profiling of engaged leads
assigning a lead score calculated by the number of activities a prospect engages in, such as opening an email message or visiting your website
nurturing leads through a digital “conversation” by automatically delivering a response email following an activity trigger such as a request for information
segmenting prospect lists according to response activities so sales agents can target engagements with leads that have shown interest in specific features or benefits of your products
automatically delivering leads that have reached a scoring threshold to an existing CRM program like Salesforce

Our customers find the user interface easy to manage when lead nurturing. Users start by creating a marketing program then adding a campaign for each marketing effort. Once responses occur leads can be targeted for nurturing based upon geographic, demographic, or behavioral criteria. Lead nurturing through our Lead Management Automation platform allows smaller sales and marketing teams to nurture more leads using less man-hours and allows larger sales and marketing departments to become more agile and effective in their lead nurturing practices.

Segment Your Marketing Database

May 22, 2013/0 Comments/in Revenue Generation Blog/by Lead Liaison

To maximize sales effectiveness and work flow efficiencies, marketing and sales teams are looking for ways to target prospects more sharply. Segmenting and targeting email lists and database records can easily be accomplished using our Lead Management Automation™ (LMA) platform. The LMA provides robust segmentation and targeting features that allows users to organize prospect groups and deliver targeted messaging. The simple drag-and-drop process of adding parameters allows users to quickly segment your marketing database and target leads based on specific criteria.

You can filter the criteria used to segment your database according to attributes, historical events, and Salesforce CRM status. You can also filter for targeting and segmentation according to future activities or status changes in the CRM platform.

Users can filter segmentation according to nearly 80 different parameters. Segmentation can be based upon historical events, such as a submitted form, and/or future events, such as opening an email. Many times leads arrive at your site as a result of an organic search; using the LMA, you can specify exact search terms that prospects used in an organic search while researching solutions. The Lead Management Automation platform provides segmentation and targeting based upon a variety of lead sources, activities, and other factors.

You can further filter segmentation results by assigning qualifiers to each parameter. For example, you can select the criteria “zip code” then specify “starts with” and enter 21 to segment leads from Maryland. With the Lead Management Automation platform, there are over 400 predefined options for filtering leads to segment and target.

There are several ways to segment email lists and database records:

By attributes includes:

Date added to database
Annual revenue
Area of interest
Industry
Geography
Lead source

By historical events including:

Link click-through
Email opened
Website activity (including number of pages visited or specific landing page)
Search term used

By future events including:

Email opened
Return visit to website
Future total website visits threshold

By Salesforce CRM status including:

Existing Salesforce records
Records queued for delivery to Salesforce CRM
Converted CRM leads

Users can add unique values to filter search terms in nearly all the criteria categories defined in the lead segmentation and targeting features.

Once you’ve defined the filters, you can save the filter group to retain the settings that have been applied. Users can also see a preview of the results provided after applying the segmentation and can save the settings and automatically schedule a future segmentation rather than segmenting and targeting existing records.

Why Website Visitor Tracking is Essential

May 21, 2013/0 Comments/in Best Practices, Lead Generation, Revenue Generation Blog/by Lead Liaison

Website visitor tracking is the recording and analysis of visitor’s online behavior as they traverse your company’s website. It is the beginning, as well as the core of a solid marketing automation strategy.

What makes website visitor tracking so essential?

The first and most important reason why website visitor tracking is essential is that it captures every single person that crosses path with your website. Without website visitor tracking, businesses are missing out of 95% of the visitors that land on their website. Website visitor tracking is performed with automated software, so every IP address is gathered and analyzed.

Website visitor tracking is also essential because it provides greater insight into a lead’s buying process and their online behavior. Every move they make is tracked and included in their lead scoring profile. Marketers can see exactly which pages they clicked on, how long they stayed on each page, and how often a specific lead has returned to the same website. It also shows when a lead has become inactive.

Website Visitor Tracking is Essential Fuel

Website visitor tracking is the fuel for the lead scoring and qualification process. It provides a real-time view of prospects activity, so your sales team can act quickly if a lead is demonstrating a strong potential for conversion. Some marketing automation companies will send real-time alerts via text messaging if a prospect views a particular webpage that signifies sincere interest.

Website Visitor Tracking is Essential Metrics

Another benefit of website visitor tracking is that it provides a valuable metrics for analyzing the success of a marketing automation campaign. Since tracking shows how long a lead stays on a specific page, the reports it generates will show marketers exactly how well each landing page is doing.

For example, if there is a link on a connected social media site that is bringing in significant traffic, but the new visitors are leaving as quickly as they arrive, there is something askew with the landing page. This could be because the page they are landing on is not relevant enough to the claim made on the social media link and that is why potential customers are not interested. Website visitor tracking will show you a bounce-rate for each landing page, so you know which ones are working and which ones need tweaking.

Website Visitor Tracking is Essential for Online Business

The biggest marketplace in the world is the internet and 70% of all people start their buying process online. Online companies need website visitor tracking to gather as much information as they can on every potential lead, evaluate their campaigns, and convert more leads into customers. That is why website visitor tracking is so essential.

Lead Liaison Hits B2B Marketing Automation Milestone

May 20, 2013/0 Comments/in Press Releases, Revenue Generation Blog/by Lead Liaison

Allen, TX (PRWEB) May 15, 2013 – Marketing automation innovator Lead Liaison has made a commitment to delivering more support to its customers than its largest competitors, and the company is on pace to fulfill that commitment. Lead Liaison announced on Monday that it had hit a B2B marketing automation milestone by delivering its 300^th content piece ahead of schedule by over one month.

Since beginning an aggressive customer support campaign in November 2012, Lead Liaison has published business to business solution guides, industry datasheets, blog posts, social media links, decision-making tools, and sales and marketing resources. The company set a target date of June 30, 2012 to deliver 300 pieces of content that provide assistance to its customers. On May 8 it surpassed that goal.

Lead Liaison has become a fast-rising player in the b2b marketing automation space, a space dominated by giants Eloqua, HubSpot, Marketo, and Pardot, partly due to its focus on providing digital sales and marketing resources at a steady rate.

Within this extremely competitive industry, marketing automation vendors have relied upon publishing digital content to attract and educate their markets, commonly known as “content marketing”. Article distribution, blog posting, press releases, and publication of extended documents like white papers or research reports have been commonly used to elevate awareness about automated marketing and lead management solutions. Content marketing to b2b marketing automation customers is typically driven through regularly publishing new content. Within the industry, companies often seek to surpass content milestones such as 100, 300, 700, and 1,000 published content pieces.

For Lead Liaison, the concept of content marketing doesn’t simply mean using content to attract customers, however. The company is using content to support its customers’ sales and marketing activities.

“Our mission is more than simply achieving top-of-mind-awareness by becoming a knowledge authority. We want (customers) to feel supported before, during, and after implementing our marketing automation and lead management solutions,” said vice president of communications Alex Brown. “We have felt, for a long time, that the key to driving sustained growth in this industry is through the integration of software solutions and knowledge sharing.”

Alex BrownVP Corporate Communications–Lead Liaison

Examples of content Lead Liaison has published include industry analysis, sales and marketing advice, lead management tools, and product tutorials. Topics such as aligning marketing and sales teams, managing the flow of marketing leads, developing an email marketing campaign, and others have been covered within the 300 pieces of content. And tools such as the Lead Management Grader, Scoring Model Designer, and 92 Lead Management Data Points have helped customers become more refined and targeted in their business to business sales and marketing practices.

For more information about Lead Liaison’s marketing automation products or its support services contact Lead Liaison at 888 895 3237 or sales(at)leadliaison(dot)com.

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Lead Liaison is an application development company that designs, develops, and sells cloud-based marketing and sales automation software. The company markets to small and medium-sized businesses worldwide, and focuses on creating the broadest and most user-friendly revenue generation software platform. Applications cover all phases of lead management automation including sales prospecting, lead generation, and marketing automation functions that directly influence revenue generation. It’s innovative and robust lead management platform combines unparalleled sales prospecting, lead capture, real-time lead tracking, lead qualification, lead distribution, database segmentation, lead nurturing and ROI reporting. The Software as a Service (SaaS) model delivers an effective user experience and integrated cloud computing capabilities.

For More Information

Alex Brown
VP, Corporate Communications
abrown(at)leadliaison(dot)com
888.895.3237 (888 89 LEADS)

Marketing Automation Can Increase the Value of Your Business

May 17, 2013/0 Comments/in Best Practices, Marketing Automation, Revenue Generation Blog/by Lead Liaison

Executives have a lot to do. Plenty of people who are building businesses are grooming them for sale – and who can blame anyone for that? Businesses with tremendous growth potential are true cash cows, ready to make years of steady income for the right buyer.

In selling a small to medium sized business, owners and investors know they need to make the business look as profitable as possible to potential buyers. For businesses who are selling service instead of retail, account managers and the sales team already face difficult divisions. Sales folks who are driven by commission often over-promise, so by the time accounts get to analysts there’s already a problem.

This problem can be exacerbated by executives who are hard-driving their sales staff without follow-up on the quality of work environment and account performance with regard to the account service teams. If this sounds like your situation, watch your cancellation numbers – more often than not, overselling without account teams to handle the load can result in tons of dropped clients and bad reviews.

Enter Marketing Automation…

If you’re grooming your business for sale and you find that in your business, “one hand doesn’t know what the other is doing,” marketing automation could be the key to streamlining communications between different parts of your business – and as an overall result, your customers’ experiences with you.

With a marketing automation system in place – and the support to cover any process questions you need addressed – you can rest assured that the start to finish sales and performance processes for your business are handled.

Marketing automation allows sales people to better quality leads, put a system into place that is hands-off for following up on leads, keep better track of customer communication and offer a more streamlined transition to account management.

Marketing automation allows leads that haven’t converted to stay in your funnel more efficiently. Lead scoring allows you and your sales teams to communicate in the most effective way with clients who haven’t yet made a commitment to you.

Marketing automation makes setting up and performing work on new accounts easier for your account analysts. Email management, reporting and handling overall marketing functions for your business can become a more streamlined process with the right marketing automation tools at hand.

Making the Ultimate Sale

A potential investor or buyer for your business is going to want to see not just increased sales numbers and great profitability/growth potential. They’ll want to know you have a great process in place for ensuring future success and a great investment. Marketing automation tools placed properly and utilized by your team can actually increase the value of your business. When you can demonstrate that the future of determining the value of leads and acting on that value is secure, you’re showing investors they can trust they’re making a good purchase.

Don’t wait until the selling process starts to get marketing automation in place – make sure your employees are able to use this technology now! Lead Liaison is happy to help discuss your marketing and selling needs to address how marketing automation can make your business more valuable.

Connect Your B2B Sales and Marketing Teams with Marketing Automation

May 16, 2013/0 Comments/in Revenue Generation Blog/by Lead Liaison

B2B sales and marketing practices have different objectives but the same goal: revenue generation. While marketing builds awareness and begins the engagement process, sales connects directly with prospects ready to buy. Often the challenge for many companies is aligning sales and marketing to accomplish the goal.

Enter marketing automation. Sales and marketing departments can now be aligned through the use of marketing automation software, such as our Lead Management Automation™ solution. MA improves sales strategies and marketing strategies by providing a conduit that bridges both departments through data sharing. Sales can see current and past automated marketing campaigns while marketing can link campaigns with conversion rates.

A marketing automation solution like our Lead Management Automation software provides sales and marketing alignment in several ways:

Lead Capture – Marketers and sales agents can identify digital leads by lead source, company attributes, geographic region, and other parameters.
Lead Qualification and Scoring – Leads captured through digital marketing campaigns are systematically advanced through a qualification process that segments leads into hot, warm, and cold buckets, which sales and marketing managers can review to determine if the lead scoring model is effectively placing leads in the appropriate buckets.
Lead Intelligence – Both departments can review data gathered through digital marketing campaigns to determine if marketing assets are collecting information effectively and sales is using this lead intelligence effectively to close sales.
Lead Management – Sales and marketing teams can manage leads more effectively by coordinating marketing campaign delivery with sales activities.
Lead Distribution – Tools like our real time alerts and sales activity scheduler allow marketing to distribute leads to sales through CRM integration, providing a seamless connection between both functions.
Marketing Analytics – Our marketing automation software provides detailed performance metrics that allow marketing and sales to evaluate targeting, messaging, and lead generation effectiveness.

With the use of our Lead Management Automation platform, your company can align its sales and marketing practices to provide higher conversion rates. If you are struggling with how to effectively align sales and marketing, contact a knowledgeable Lead Liaison account representative today.

Why Do You Need Lead Scoring?

May 15, 2013/0 Comments/in Best Practices, Lead Qualification, Lead Scoring, Revenue Generation Blog/by Lead Liaison

If salespeople of the world know anything, they know one thing – persistence is key. When you make multiple efforts to contact and follow up with customers, you’re doing a few things in the process.

You’re showing them you want their business. Sales teams who make a few follow ups, then fall off the map lose sales that may have converted over time.

You’re showing them you care. If you care enough to follow up, customers expect the same level of persistence and service when you actually do serve them.

You’re showing them you want the sale. If you develop a rapport with customers, you’re more likely to make the connection that sells.

For many organizations, the problem is not in closing sales for qualified customers – the problem is drawing the fine line between customers who are qualified and those who you could lose if you continue to contact them. Sales tracking and lead scoring helps you make the determination as to who’s qualified and who could convert in the longer term. Let’s answer the question, why do you need lead scoring?

Deploying Lead Scoring

Many companies don’t bother to implement lead scoring because it would take time to actually come up with a system. It’s a catch 22 – you want to get your team scoring leads so you can save time and get better sales coming in, but to actually make the time to develop the system will cost time on the phones and time for you to implement.

This is why marketing automation is changing the game. With a small investment and the help of a qualified marketing automation company, lead scoring and qualification couldn’t be easier. It works like this: You explain your sales process and your thoughts on lead scoring to your marketing automation company. They’ll streamline everything, set it up with your guidance and assistance – then the system does everything for you.

Onboarding Employees

This is typically not a daunting process. With Lead Liaison, employees are typically getting the hang of new processes and managing leads better than ever in under a week. Plus, your marketing department will love the ease of accessing metrics and necessary info all in one place.

Here’s a scenario many companies face: Bob has developed a great rapport with a client, but leaves to go to another sales job. After he leaves, John (a new salesperson) is ready to take on that old client, but has little information that does him any good. The details Bob typed into the CRM are helpful, but aren’t really going to address what John needs to know at the organizational level to approach the client. He loses the sale.

With lead scoring, your sales people don’t just discuss the finer details but have a clear cut process about how likely the client is to purchase and where they’re at in the funnel. This means that regardless of who’s following up, the follow up is solid and conducted under organizational guidelines that meet what can be accurately offered to the client. This is a great way to streamline your sales team’s organizational efforts as well as better appeal to clients.

It’s time to take a look at how marketing automation can streamline your funnel. Take a look at Lead Liaison’s robust offerings today!

Marketing Automation Leads to Revenue Generation

May 14, 2013/0 Comments/in Revenue Generation Blog/by Lead Liaison

“Revenue generation” describes the marketing-to-sales transition process that provides the most efficient and effective means of closing B2B sales. The use of marketing automation in your marketing and sales practices leads to revenue generation more quickly than traditional sales and marketing practices. Through the automated features that nurture leads and score their progress through the buying cycle, the hottest leads are moved to the front of the line for sales calls. This prioritization leads to faster revenue generation – a goal of every B2B sales team.

The primary reason marketing automation has taken off recently is specifically because it helps revenue generation practices for companies of all sizes. After all, B2B companies are in business to generate revenue, right?

Manage Leads

Marketing automation allows you to manage B2B leads gathered through digital channels such as email, social media, and web forms and through traditional channels such as trade shows, direct mail, and cold-calling. Once leads enter your database, they can be segmented and organized by region, channel, size, and other factors. These leads can then be assigned a score based on attributes (company size, revenues, etc.) and behavior (website visits, downloads, etc.). Once leads have been scored , your sales department will have a prioritized list of hot, warm, and cold leads. This increases sales productivity by automatically providing qualified, scored, nurtured, and prioritized selling opportunities.

Marketing-Qualified to Sales-Qualified

Marketing automation digitally advances leads from a status of being a marketing-qualified lead following a sufficient level of digital engagement with marketing assets to a sales-qualified lead, where the most active leads are ready for a sales contact. Sales agents generally appreciate being given quality leads. Through traditional processes up to 80% of leads are discarded, lost, or ignored, often because sales agents don’t trust the quality of the leads being distributed. Marketing automation can help limit the number of poor quality leads that the sales department receives by selecting only leads that pass a scoring threshold for lead distribution. Leads can be handed off to direct or indirect sales channels for action and closure.

Marketing automation streamlines the process of preparing leads for sales contact. Marketers can determine whether certain marketing campaigns have been effective at generating interest in your solutions. And leads can be distributed to the sales department according to lead scoring metrics that put the most likely buyers at the top of contact list.

Sales and Marketing Alignment

Sales and marketing departments often do not work closely at lead management and demand generation. Marketing automation supports sales and marketing alignment through integration with CRM software. This boosts the productivity from each department by providing a seamless, automated transition from marketing to sales. Marketing can determine if campaigns are driving the best leads from your digital assets and sales can determine if the leads received are of sufficient quality to be contacted quickly.

Sales agents have a clearly defined view of available sales opportunities as marketers generate demand through targeted messaging that can be automatically distributed at scheduled intervals. Marketers can have a clearer picture of which campaigns have provided quality leads based upon close rates.

Research has shown that marketing automation provides a more efficient transition from marketing to sales. This leads to better revenue generation practices. Is that what your company is looking for?

If you’d like to learn how our Lead Management Automation™ software can make your enterprise more effective at revenue generation contact Lead Liaison at 888 895 3237 or sales@leadliaison.com.

Magic Quadrant for Lead Management

May 13, 2013/0 Comments/in Industry, Revenue Generation Blog/by Lead Liaison

What is Gartner’s Magic Quadrant for Lead Management all about? Some high profile names such as Marketo, Eloqua, Microsoft, Oracle and Salesforce.com were mentioned. Lead Liaison was not in the Magic Quadrant for Lead Management, but that’s easily to explain. We’re still a relatively young company and have yet to clear the $20M revenue threshold that’s required to be part of the report. The future looks incredibly bright though as we’re blazing our own trail of innovation in the marketing automation industry. If you don’t have a copy of the lead management report we can give you a quick summary.

In all honesty, 95% of the report is about vendor profiling. 12 companies are placed across four quadrants, called leaders, challengers, niche players and visionaries. I think it’s fair to say if Lead Liaison was added to the report we’d be in the visionaries category. The other 5% of the Gartner Magic Quadrant for Lead Management covers a few areas we’re fond of. Namely market definition/description, market overview and primary characteristics of CRM lead management. Here’s the Reader’s Digest version of those two segments of the report for those of you who want to skip the vendor spiel:

Market Definition:

Lead management integrates business process and technology to close the loop between marketing and sales and to drive higher-value opportunities through demand creation, execution and opportunity management.
The input to lead management processes is unqualified contacts and opportunities from various marketing sources.
The output to lead management processes is qualified, scored, nurtured, augmented and prioritized selling opportunities handed off to direct or indirect sales channels for action and closure.

Market Overview:

Investments in CRM marketing automation and applications and services (including lead management) grew by more than 20% in 2011 and 2012. Gartner expects investment to continue to rise during the next several years. This means more and more companies recognize the importance of marketing automation and lead management in particular because it does three primary things as described below.
Marketing automation and lead management increases enterprise growth, attracts and retains new customers and maximizes productivity of sales organizations.
Factors driving the growth of marketing automation and lead management are the overall growth and success of the CRM markets and investment in digital marketing.
Recent M&A and IPO activities underscore market interest in this sector (Marketo IPO, Eloqua bought by Oracle, Pardot bought by ExactTarget).
B2B marketers are adopting marketing channels normally used for B2C marketing such as social media.

Three Primary Characteristics Define CRM Lead Management:

Focus on business and marketing processes
Focus on products or services that represent a sizable investment (also known as “considered purchases”). Businesses selling high-value products or services tend to get a higher return on their investment.
A handoff of qualified leads to a direct salesperson or an indirect sales team (value-added reseller or distributor), an inside sales team, or an automated channel.

Marketing Automation, Financial Services, and the 1:1 Relationship

May 10, 2013/0 Comments/in Revenue Generation Blog/by Lead Liaison

The financial services (FS) industry is one of the most trust-dependent, intimately-related B2B relationships in the world. Because of the sensitive (and heavily regulated) nature of financial services, marketing and sales practices are often geared towards developing a 1:1 connection. Customer acquisition and retention have traditionally been conducted through a process of face-to-face meetings and distributed physical marketing collateral. Even commodity-oriented services like consumer credit card providers attempt to give the appearance of a 1:1 relationship.

There has been a movement by financial services marketers during the past few years toward marketing automation (MA). Marketing automation routinely distributes digital marketing collateral such as email messages and provides performance measurement capabilities that reveal response rates and Internet search activity. A robust marketing automation platform, like our Lead Management Automation™, delivers a number of marketing efficiencies while maintaining a personalized experience for prospects and customers.

Lead Generation

Historically, financial services marketers have relied on print advertising, referrals, and word-of-mouth to generate leads. Although those tactics still work today, the financial services consumer now searches the web for service providers and to compare offers. B2B buyers are using the net daily to shop for third-party vendors. According to the Pew Research Center Internet and American Life Project, 91% of Internet users search online for products and services.

Marketing automation provides lead generation through a process of targeted message delivery and contact data collection. MA reduces the costs of day-to-day market engagements by allowing marketers to stage auto delivery of digital campaigns and automatically collect data about prospects who respond to messaging.

In addition, lead generation through organic search results and paid ad campaigns is seamlessly integrated with outbound activities such as email marketing. When a prospect visits your FS website, information is automatically collected and imported to a database of leads. Leads can still be attracted by a 1:1 connection because marketing messages can be easily customized with fields that address prospects personally and give the appearance of a 1:1 connection.

Lead Nurturing

Customer acquisition in the FS industry entails building a mature relationship with a prospect. The most trusted and recognizable companies typically garner the lion’s share of client accounts. Lead nurturing is one of the primary benefits of marketing automation. Through a serial delivery of valuable information to prospects, FS marketers can not only easily engage with a wider pool of prospects but also create deeper engagement with prospects that indicate interest in your FS solutions.

Through traditional FS marketing strategies, lead nurturing requires contacting individual prospects via phone or email, conversing about prospect needs and company solutions, recording the engagement details, and updating contact information manually. With marketing automation those steps are streamlined while a 1:1 relationship is maintained.

Marketing to Sales

The critical point in FS marketing is where marketing has attracted enough interest and a sales call becomes the next step. Today’s financial services buyers are more proactive, in control, and discerning. Competing for individual accounts requires a strategy of connecting sales agents with prospects in a timely manner. An MA platform provides a structured process of moving leads through the sales pipeline efficiently and effectively while maintaining a 1:1 relationship.

Using marketing automation, progressively engaging messages are delivered so sales agents now connect with better educated prospects. As lead nurturing takes place prospects are moved from a marketing-qualified lead (one that has engaged with digital messaging) to a sales-qualified lead (one that is ready to discuss a purchase). Sales agents can easily identify the hottest leads through a scoring matrix that grades both prospect attributes (such as company size) and online behavior (such as downloading a product brochure). The 1:1 relationship can then be advanced through the sales staff until a deal is made.

Although the use of marketing automation in the financial services industry is in its infancy, the benefits of automating marketing practices is already yielding results, driving down costs, and improving ROI for many notable companies, all while maintaining a 1:1 relationship appearance. Contact Lead Liaison today to find out how to become more efficient and effective at your financial services marketing.