Check in for Lead Intuition's insights into the world of automated marketing and ActiveDEMAND product updates
A few months ago, we changed our CRM system from Pipedrive to noCRM.io. The results have been transformational for our sales team and our business.
We have seen some 60% increase in documented sales activity and at least 25% increase in sales (and counting)!
Everyone across the team is happy and on it! Sales leads are followed to conclusion. Each step is underpinned with the activity due with reminders for Zoom, email, chat or telephone followup + sales enablement tools in ActiveDEMAND are available to move prospects along.
Even the boss is happy as she can see all marketing and sales signals in Slack without app switching.
Account Manager’s not having access to up to the minute metrics from all channels can mean that producing campaign strategy and tactics is made more difficult. Additionally, being able to produce accurate attribution reports is time-consuming, and clients want to see more return on budgets than ever before. Finding an efficient cloud-based solution for effective remote team collaboration and campaign management is now the holy grail of most agencies.
A fully integrated platform is needed connecting PPC, Social Media, Email marketing, Re-targeting, Google Analytics, web tracking, call tracking as well as team collaborative tools like Slack and Zoom. ActiveDEMAND, sold and supported in the UK by Lead Intuition offers all these things plus multi-configurable, metric rich dashboards and reports – all white labelled to your agency’s brand. And all for a very affordable price.
Download our White Paper ‘How to adopt Marketing Automation as an Agency’ and find out how you can build your brand, grow acquisition and provide new services to your clients and effectively work as a remote team
Lead Intuition and ActiveDEMAND have joined the Slack party. You can now join your ActiveDEMAND and Slack accounts together and keep your sales & marketing teams up to date with notifications of deals, events or whatever you wish using our slack work flow editor
You probably noticed we are using a new chat vendor. That little orange box in your bottom right corner!
ActiveDEMAND and Crisp went all in on this integration. We have a native integration with Crisp Live chat!
With this integration you get the conversations logged right on your prospect's timeline in our marketing automation platform. You also get enhanced contact profiles in Crisp so you know who your are chatting with.
And the best part, all you need to do is add Crisp to your website. The ActiveDEMAND magic does the rest
How quickly Zoom has become part of our daily lives.
You can now schedule your team and client calls directly from our Marketing Automation platform or your linked Google or Office 365 calendar. Appointment emails and reminders are sent to you and your contact. You can see if your emails are being opened and their surfing history before starting the meeting. Know how serious they are about your product or service.
Never miss a Zoom call, just remember to brush your hair before you start the call!
The ICO’s much-anticipated draft Direct Marketing Code of Practice just came across our desks. This will replace the Regulator’s Direct Marketing Guidance and will have statutory status once final and published. Adhering to the code will be seen as the measure of your compliance with UK data protection laws. There are many Good Practice Recommendations in the document that should not be ignored unless you have a viable alternative method.
Just now it is still a draft and open for consultation until 4th March 2020
Set out here are a few things that caught our eye from a quick scan. We suspect there will be a lot more hiding in the detail of the 120 pages.
It addresses many of the holes in existing law as well as more advanced marketing techniques such as online behavioural advertising, social media targeting, mobile apps and location-based marketing as well as ICO’s other guidance on lawful bases, profiling, cookies, Data Protection Impact Assessments(DPIAs) and so on.
Indirect Personal data collection & right to be informed
Confirmed in the draft is the requirement of an individual to be informed when you haven’t collected personal data directly from that individual (IE you obtained this from publicly available sources or a bought-in list). It says: You are unlikely to be able to rely on disproportionate effort in situations where you are collecting personal data from various sources to build an extensive profile of an individual’s interests and characteristics for direct marketing purposes
This will present a challenge for some list sellers and lead generators. It goes on to say that if you do not actively tell people about your “invisible processing” you must carry out a DPIA before you start.
This is a big red flag item. The ICO says as it’s unlikely people will anticipate you are doing this or understand what it is. It says: You are not able to enrich the personal data you hold if you and the third-party (where applicable) did not tell individuals about it.
Furthermore, it says purchasing additional contact details for your existing customers is ‘likely’ to be unfair, unless they’ve expressly agreed.
Refer a Friend Campaigns (Viral Marketing)
As you have no direct contact with the people you are instigating an individual to send direct marketing to, it is impossible for you to collect valid consent – Therefore a breach of PECR
Social Media Targeting – List-based Audience
When using “list-based” tools (e.g. Facebook custom audiences or LinkedIn contact targeting), where you upload personal data you already have to the platform (a list of email addresses) you must be transparent and clearly inform people about this processing. If the individual has objected to you using their personal data for direct marketing purposes, you cannot use their data to target them on social media, including by using list-based tools
Many organisations may currently rely on Legitimate Interests, especially when using hashed lists. It’s not clear why the ICO believes audience tools would not meet the three-part test.
Social Media Targeting – Lookalikes
The ICO recognises activities to find customers that are similar to yours. The code says that while the social media platform undertakes the processing activities, organisations using these are initiating the activity.
The ICO’s conclusion; The organisation and the platform are joint controllers. Organisations should be satisfied the platform has taken all necessary steps to provide appropriate transparency information to people.
With more than 120 pages to the Code, there’s a lot to take in. It remains to be seen what if any changes emerge following the consultation.
No doubt we have all seen the reports of huge data breaches from the likes of British Airways in the headlines recently and the eye-watering fines that have been levied against them. However there is a much more common data breach and it usually begins with an email containing something like “I don’t think this message was intended for me”. Yes that’s right you just sent or copied an email to the wrong person!
We have all done it, but depending what you transmitted and the industry you are working in this could be either comical or potentially disastrous . if you are working in the legal, medical or financial sectors it’s possible you just transmitted sensitive information to the wrong person which could have major implications for the individuals concerned and your wider business. Even an email that did not have sensitive attachments but did contain phone numbers, email addresses and names of other people is, in fact, a data breach and, believe it or not, is actually the most common data breach reported to the regulatory authorities.
So what should you do next ?
From discovery of your error, you now have a 72 hour Clock ticking.
Mistakes happen but you need to be seen to act responsibly. Confess immediately to your boss and teams around you. Your IT Team should have a process in place for such an event.
You should start with a well-considered apology to the parties concerned ASAP. If it was only names and email addresses transmitted, this may be enough together with written confirmation of deletion. However, humble pie will be your diet for a while, get used to it!
If its highly sensitive data you transmitted in error, you need to get legal advice as quickly as possible. That 72-hour timer takes no account for holidays and weekends.
What can be done to prevent or minimise this occurring in future –
· Disabling the autofill feature in outlook would be a good place to start.
· Have a manual checking process in place on sensitive communications.
· Ensure you and all others receive appropriate data awareness training.
· If you regularly send sensitive information by email, you need to look for an email security solution.
· Try to hide it.
· Rely on basic technology, it makes us complacent.
· Overly Stress. Your corrective and preventative measures count for a lot in these matters when they are escalated.