Scale Account Services for a #SaaS Business. One Experiment: “Getting Started with Optify Webinar”

New user adoption and customer retention is a vital success metric for saas companies. Account services for software needs to be scalable to continue to meet and exceed customer satisfaction as the company grows.

In August we started our Getting Started Webinar series. During Q4 2011 – Q1 2012 I ran the experimental program and compiled results to identify the success of hosting “Getting Started with Optify” live webinars.

Program Experiment

Optify will run weekly webinars for new users. These run every Thursday at 10am PT, and will be 25 minutes of preso, and 5 minutes QA & tips.

Agenda: http://www.optify.net/internet-marketing/webinar-notes

Why do we do it?

Reduce the impact on the Digital Marketing Services team — primarily as a means to help scale onboarding training. It also happens to serve as a sales instrument (by secondary benefit) because it walks the user through the app and demonstrates (while we’re teaching/training) what the capabilities are and what can be done with it.

Who for?

All new users who need to know how to get started using their Optify account. And/or current users who want an overview of new features.

Who does it?

Marketing team.

How do we measure it?

The impact attendance of the webinar has on Sales and User Adoption. (ie. How many participants/attendees did we have? What is the % of those that were FT users vs. just leads? What happened to those attendees?  Were they more active/engaged in using the product? Did they become opportunities following the webinar?  Did they close?  Does that pool have the same, lower, or higher close rate than those that started the FT and didn’t take the webinar offer?)

Where we are promoting GSW

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Twitter for B2B Business: Optify Twitter Promoted Products Case Study

Optify uses Twitter’s Promoted Products for lead generation – increases leads by 2556% and doubles conversion rate.

inbound marketing tweetThe Challenge

Optify provides an inbound marketing software to help B2B marketers reach more buyers and drive more demand for their business. With a suite of sophisticated yet user-friendly applications, the company helps B2B companies drive more demand through search and social media, nurture demand, enable sales and share success. Optify’s customers include LexisNexis, Microsoft, AllRecipes, Corensic, The St. Petersburg Times, and Varolii. On average, Optify customers see a more than 300 percent increase in leads and conversion rates, and a more than 100 percent increase in website visits within a four month period.

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Tweetcasting (Live-Tweeting) for a B2B Webinar

For B2B companies, social media has opened exciting new options for connecting and engaging with your community. For example, traditional offline communication (via email, billboards, telemarketing, etc) can be bridged and continued online by leveraging technology and social networks such as adding a Facebook brand page URL to a billboard find out more information about your advertisement on your Facebook page or adding a QR code to a printed whitepaper abstract to scan and download the document online from your website.

For our webinars, we extend a traditional webinar channel to reach a greater audience by using Twitter and Tweetcasting the event. The Twitter community is a great forum for sharing, conversation and collaboration in real time.

What is tweetcasting?

Tweetcasting- the practice of live Tweeting

tweet, sending a messages on twitter

cast, to broadcast

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How to Leverage Chatter the Optify Way

Chatter is Salesforce’s Enterprise social platform to collaborate with your team in real-time. Employees can share files, connect with co-workers, and keep a streamlined record of interactions and engagements they have with their customers. I’ve asked other sales and marketing teams who use Salesforce CRM if they are taking advantage of Chatter within their organization. Most said they haven’t, primarily because they haven’t seen any value of why they would use it versus sending emails internally or using their internal communication systems such as Dropbox, Skype, Lync, etc. At Optify I’ve found it helpful to use Chatter so I thought I’d share our use case to give other Sales and Marketing teams ideas on how they can start leveraging Chatter in their Salesforce accounts.

Using Optify’s Salesforce integration and Salesforce’s Chatter:

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Real Time Social Media Marketing for an Offline Event

Leveraging Twitter as a channel to participate and market during an offline event.

Case Study – ExactTarget GSSK

  • Goal – Increase visibility to for Optify during a trade show where we did not have a physical presence except for a person networking. (How do you stand out in a crowd 800+ attendees?)
  • Objective – Have people recognize that Optify is in attendance at the conference to talk with Optify in real life and drive people to our website to learn more about Optify+ET integration
  • Plan – create a custom TPP campaign targeting conference hashtag (#gssk) and associated ET twitter handles
  • Tweet about the presence of Optify teams members at the event so attendees can meet with them in real life

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Tweet Tips for a Blog Post

Social Media is the art of distributing, sharing and content by users via their online social presence.

“Tweet Tips” campaigns further extends and optimize your social media performance by accelerating the distribution and reach.

Blog post- 15 Facts: Organic Search Click Through Rate

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