We live in an automated world, and businesses are constantly finding new ways for automation to reshape areas of their business that had previously been accomplished by hand. A.I. is transforming the way that marketing and sales tasks and strategies are handled, allowing companies to provide a personalized experience that results in a better trip through the sales funnel for prospects.

One of the areas that is ripe for automation is in the prospecting and sales cycle processes. In B2B, it’s rare to experience a customer that does not go through a process of some sort. In fact, less than 2% of B2B customers do not travel through a sales funnel before making their final purchasing decision. In B2B buying, it can take months and many touches before a single customer makes their way through the funnel. This means that companies need to find ways to automate prospecting and keep their sales pipeline filled at all times.

Luckily, there are a number of strategies that customers can use to automate their prospecting and improve engagements with customers as they make their way through the sales funnel. Prospecting and qualifying leads can be a time-consuming task. In fact, many sales reps spend between 30% and 40% of their week on prospecting.

Automation can help you to not only increase the number of leads generated but speed up the prospecting and qualifying process for your sales reps as well. It frees up their time to focus more on closing sales than simply trying to keep the pipeline filled, which benefits a business in many different ways.

Some of the different automation strategies that companies can use to increase their B2B sales leads and connect with more prospects include:

Cold Email Automation

Cold calling is as old as the telephone itself for generating sales and leads for B2B companies. While cold calling is still a popular method, we have seen a rapid uptick in the number of companies that use cold email for B2B lead generation in recent years. A number of automated tools have made their way onto the market that have simplified the process and made it so that any company can reliably use cold email to generate B2B sales leads.

In order to automation cold email prospecting, there are a few tools that any company will need.

Email Identification Tool

You don’t want to email “[email protected]” for companies that you are interested in working with — especially if you want to get a response. You’ll need a tool that can help you to reliably look up and find the right the decision-makers that you need to speak with at any organization. Popular tools for identifying emails within companies that are out there today include HunterSnov.io, and FindThatEmail. They all work a bit differently from each other. Snov.io also provides the ability to look up the email address of profiles on LinkedIn through their Chrome Extension.

Email Verification

Once you identify the email of the person that you would like to reach out to, you then need to verify the email to ensure that it does not bounce. Having too many bounced emails can negatively affect your sending domain and harm the deliverability of important business emails. Make sure that you use an email verification tool to verify all emails before sending them.

Cold Email Campaign Automation Tools

Lastly, you’ll need a solution that will help you to automatically personalize and send your emails to your targets. There are numerous tools that allow you to import contacts, personalize the emails that you send, and automate multiple follow-up messages, removing the prospect from the campaign if they respond to the email.

One popular tool for cold email campaign automation is Mailshake, which connects directly to your Gmail or GSuite account. There are numerous other tools out there that can achieve a similar effect, but very few that can plug directly into Gmail in the way that Mailshake can.

Social Media Automation

Social selling is all the rage today, and for good reason — it gives sales reps a reliable way to develop rapport with prospects without them feeling like they are being sold to in every interaction. By 2021 there will be more than 3 billion worldwide social media users. Despite its popularity, social media usage continues to grow with each passing year.

Content that is shared by employees and representatives receives 8x the engagement of content that is shared through branded company channels. But, that doesn’t mean that individuals can’t use social media automation in the same way that brands could.

One way to automate social media and social selling is through the monitoring of social networks. Tools like LeadSift monitor all relevant discussions that take place on different social media platforms, forums, and comment sections around the web. You can use this monitoring to connect with interested prospects that are discussing solutions that are similar to your own.

Collect More On-Site Data

To generate more B2B sales leads, you don’t necessarily have to look toward outreach or off-site third-party data to connect with your prospects. In fact, more B2B companies should be leveraging the data that they are able to collect on their own website to identify interested prospects.

Using Triggerbee, you can turn your customer’s digital footprints into profit. It helps you to collect actionable data that helps you to identify what people within different companies are visiting your website.

Triggerbee gives you the insights that you need to approach prospects in a way that takes into account the content that they have engaged with and speaks to the biggest needs of their company. This data includes how they came to your website, what topics they expressed the most interested in, and what steps they have taken while visiting your website.

Automating this kind of data collection can help your marketing and sales teams go into conversations with prospects with more (and more accurate) information than they otherwise would. Conversations flow more naturally as you can immediately hone in on subjects that matter to your prospects and address concerns that they have expressed through their actions.

Automation Lets You Focus on Core Tasks

Over time, automation will become a necessity in prospecting and generating B2B sales leads. For now, companies that embrace automation are ahead of the curve and have a leg up on the competition.

The more time and effort that you put into building out your automation processes and tools now, the more it will pay off in the long-term. Automation allows you to focus on your core tasks while more mundane tasks are handled through your automated systems.

We live in an automated world, and businesses are constantly finding new ways for automation to reshape areas of their business that had previously been accomplished by hand. A.I. is transforming the way that marketing and sales tasks and strategies are handled, allowing companies to provide a personalized experience that results in a better trip through the sales funnel for prospects.

Running an excellent sales program is mission critical to any business. Every owner is aware of this – but in recent times, it’s become almost impossible to dedicate the time and energy it takes to act on that knowledge.

Personal contact, great customer service, consistent follow-up, and getting a “feel” for the market almost sound like fantasies amidst the screaming pace of the digital world. But with sales and marketing automation, the impossible becomes the natural.

This is why marketing automation drives an average 14.5% increase in sales productivity. And the following easy-to-use automation tools are why figures like those could be at your fingertips, too.

CRM: Make Your Salespeople Unstoppable with Pipedrive

A good CRM system should not only make sales management a simple affair, but it should also make best practices automatic. Oh, and it should also be easy to use, so your team actually uses it.

With over 50,000 customers in 140+ countries, Pipedrive has proven that it checks all three boxes. Pipedrive can also automate just about anything – here are some of the top examples:

  • Automate background research by using Pipedrive’s AI to collect info about your leads
  • Automate customer relationship tracking by syncing phone calls, emails and online activity with Pipedrive so that it feeds into one single timeline
  • Automate project management by having sales trigger instructions on the next steps for your service delivery team
  • Connect pretty much anything to Pipedrive and set up long sequences of events by using Zapier (learn more about Pipedrive Automations and Zapier here).

You should also check out how you can (almost) entirely automate your online sales prospecting and sales process with the Triggerbee and Pipedrive integration.

List building: Use LiveChat to Build your Email List Fast

There are about a million ways to build a list of email contacts, but at the end of the day, it all boils down to getting your potential customer to fill out a form that says “Ok, here’s my email.”

That form is called an opt-in form, and getting your customer to complete it is the holy grail of list building. Form doesn’t look good? Customer will get suspicious. If the form offers more info about dog shampoo when your customer was just reading about skydiving? Not a chance. Forms aren’t working and you don’t know why? Good luck building your list.

LiveChat lets you create opt-in forms that pop up automatically in your live chat box, connecting to popular platforms like MailChimp. This is an excellent option because it allows you to organically build your list while providing better, more responsive customer service to your customers.

As a bonus, with the Triggerbee and LiveChat integration, you’ll get the full transcript between the chatter and the chattee in your visitor list.

Email: Automate Your Email Marketing with MailChimp

Studies show that for optimum sales efficiency, you should be emailing your list of prospects somewhere between three and six times per month. That might sound like a lot – and it is – but the data has proven that regular emails deliver sales and improve customer retention across all industries.

Here to help you manage that workload are email automation tools like MailChimp. Known best for providing an easy way to organize, schedule and automate email campaigns, MailChimp also goes above and beyond that offering.

Set up a series of emails to initiate when a new customer opts in, and you can and schedule an entire customer relationship. Set triggers to remind paying customers that you’re still there after a period of inactivity. Embed slick visuals into your emails, integrate with Shopify and other e-commerce programs, gather and analyze data about your customers, calculate ROI, and more. If you’re looking at email automation, MailChimp is a safe bet.

Demos: Sidestep Scheduling, Logistics & Communication Breakdown with Zoom

Zoom is a video-based conference call tool that is taking the business world by storm. Why? Because it’s free, easy, and flexible. Why else? Because communication and the logistics surrounding it have always been one of the most expensive parts of doing business.

Aside from being free and eliminating the need for all kinds of travel by essentially putting everyone in the same digital room, Zoom can automate stuff, too.

Schedule calls ahead of time by linking a Zoom call to calendar systems like Google Calendar and many others. Automate logistics and confusion by eliminating them: Your clients don’t have to have Zoom or download anything to use it. You can generate a simple link with Zoom, and all your client has to do is click it. If they have a computer or mobile phone with a camera, they can do a Zoom video or audio conference with you.

Website Tracking: Turn Website Visitors into Customers with Triggerbee

In the age of digital marketing, your website is basically your storefront. And if you’re not tracking what customers do on your site, you’re leaving them alone in the waiting room. They can ring the service bell, ready to make a purchase, but you won’t answer unless you can hear it.

Website tracking tool Triggerbee is that service bell. Actually, it’s more like a really good salesperson. Watching customers, learning about them, helping them get more information about what they want, following up, and offering all of your services in a proactive but friendly way. This is what Triggerbee lets you do for your web visitors.

Automatically sift through the window shoppers and identify real customers. Track the ones that got away and retarget them with the offers they’re ready to buy. And integrate literally all of the automation tools we just covered to help you bridge the final gap from web visit to purchase. Learn more about Triggerbee’s available integrations here.

Sales Analytics: Turn Data into Smarter Sales with Salesforce

What sort of customers give you the highest return? Which existing customers are worth the time spent on follow up? What kind of people should you be reaching out to? And, based on all your sales and customer history, what smart decisions should you be making?

These are the questions salespeople and data technicians spend untold hours trying to answer. Automate all that head-scratching by importing your data into Salesforce and letting Einstein Analytics do it for you.

A new product from popular CRM Salesforce, Einstein Analytics essentially does two things: it automates data entry, and it uses AI to answer all those burning sales questions. This product is deeply intelligent. It collects and collates data on every single customer interaction. It uses info about the customers to identify what’s working and why. And it uses THAT data to predict sales opportunities that you haven’t thought of yet. Think of it as a really good weatherman for what your sales team should do.

If you’re curious to learn more, check out the product features page for Einstein Analytics.

When was the last time that you bought a product right after laying eyes on it, without conducting any further research? That would be a very rare thing for most people. The only products that we buy in that way are products from companies that we know and trust or have been anticipating.

Most customers go through a process when making a new purchase — particularly in B2B where buying teams of 5 or more people are the average.

First, their awareness of the product is built. They discover it and begin to learn more about the product and how it applies to their situation.

Then, they begin to research the product, industry, and competition while they evaluate what might be the best fit for their company.

They evaluate and get a better understanding of the options that are available to them. Then, the decision-making process begins in earnest as they narrow down their list of options.

This is what is known as the buyer’s journey, as they work their way down your B2B marketing funnel. The leads that enter your funnel begin at the beginning in the awareness building stage, and must be nurtured throughout the process. It’s your marketing team’s job to facilitate that process and help the buyer learn about your product and how it connects directly to their needs.

Throughout the buyer’s journey, B2B marketing teams should be delivering content that facilitates the lead going farther down the funnel. Today 88% of B2B marketers are producing custom content for their leads, but only 42% of B2B marketers consider themselves effective at content marketing. But knowing what content to present when can be tricky. You want your content to perfectly align with their needs.

Let’s examine the different types of content that you should be delivering throughout the funnel.

Top of the Funnel Content: Build Awareness

The first stage of the B2B marketing funnel is all about building awareness. In this stage, the buyer is aware of a problem that they have and are looking for a solution to that problem. They may not even be aware that they need to invest in something in order to solve the problem. Different buyer’s come into the top of the funnel with a different understanding and different levels of awareness.

The content that you deliver in this stage should be top-level educational content. Your goal is to direct them toward the solution and better understand how their issue can be solved. At this stage, they don’t have a lot of value as a lead. They are still in the process of determining whether or not they need a solution. It’s your job to help them realize that they do and position your product (subtly) as the solution that they need.

The types of content that you should be delivering during the top of the funnel awareness stage include:

  • Blog posts
  • eBooks
  • Whitepapers
  • Infographics
  • Social Media Updates
  • eBooks
  • Podcasts
  • Video

The range of acceptable content types in this stage is really less important than the information that you are delivering. Content in the awareness stage should be educational in nature. Help them understand your product. Help them understand the problem that they are having. Inform them about your industry and important things they need to know before investing in a solution. Answer their questions. Avoid hard sells in the awareness stage because your prospects are not yet ready to buy.

Middle of the Funnel Content: Facilitate Evaluation

When a lead enters the middle of your B2B marketing funnel, it’s time to start helping them to evaluate your solution and compare it to the competition. While many companies avoid mentioning the competition at all in their marketing materials, they miss out on a key opportunity to contrast their product to the competition’s and position themselves as the better fit with leads.

In this stage, the prospect knows that they have a problem and knows that they will have to invest in a solution in order to solve it. Your job is to facilitate (positive) evaluation of your product and help them to see your product as a solution to the issue that they have encountered.

Keep in mind that your content in the middle of the funnel should also work to remove prospects from your list as well. Maybe they aren’t a good fit for your product. You want to help them to realize that so that you can avoid wasting resources on a lead that is never going to convert.

The types of content that you should deliver during the evaluation stage of the B2B marketing funnel include:

  • Product Comparisons
  • eBooks
  • Webinars
  • Case studies
  • Product & Spec sheets
  • Videos
  • Email nurturing
  • Sales-focused blog content

Again, the type of content that you deliver is less important than how well it aligns with the prospect’s goals based on where they are in the funnel.  In this stage, follow-ups are key. In this stage, email marketing is incredibly important for nurturing leads, which can help to take someone from prospect to customer. Nurtured leads make 47% larger purchases than non-nurtured leads. Help them to evaluate your solution and compare it to other solutions that are in the market. Content in this stage should become increasingly sales-focused, but not present them with an outright hard sell.

Bottom of the Funnel Content: Close the Sale

At the bottom of the funnel, it’s time for the prospect to make a purchasing decision. They are ready to buy, but that doesn’t mean that they are ready to buy your product. If you’ve done a good job throughout the middle of the funnel, they should have an understanding of what their issue is and exactly how your product will help them to solve it.

In most cases, leads that reach the bottom of the funnel will have you on their final list of solutions. It may come down to your product and one or two others. They just need a final push and a persuasive call to action to get them to bite. It’s during this stage that you can offer discounts or deals that can push them over the edge. The right offer and content at this stage will put your sales reps in a position to close the deal.

A River of Value & Education

A successful B2B marketing funnel will walk your prospects through every stage of the buyer’s journey, educating them along the way. The more value that you can deliver throughout your engagement with a prospect, the better your chances of converting the sale become. Ensuring that you align your content delivery with their placement in your B2B marketing funnel is critical for success and presents your sales teams with a reliable stream of well-nurtured hot leads.

 

If you’ve looked into tools that you can use to arm your sales teams for success, there is a good chance that you have heard about intent data. It’s a hot topic in data-driven marketing and for good reason — it’s an extremely powerful tool for both sales and marketing teams.

Put simply, intent data is data collected on a prospect’s content consumption and behavior that provides insight into their interests.

However, despite its recent popularity and usefulness in sales processes, intent data is only used by 25% of B2B companies today, although 35% of companies state that they are planning to begin using intent data within the next 12 months.

Even if you haven’t pursued capturing and using intent data, you are already collecting it. First-party intent data from your website is more commonly known as engagement data, and any business with a basic Google Analytics setup is already collecting it at its most basic level. Most of the time that data is anonymous, meaning you don’t have data about who the individual visitors are until they fill out a form and can only identify individual users by IP address.

However, that just scratches the tip of the iceberg for what is possible with intent data and how it can be integrated into your sales processes.

What Is Intent Data?

So, what is intent data? To accurately speak about how intent data can be used, we have to know what kind of intent data we are talking about and there are multiple classifications based on where the data came from and how it was collected.

Intent data is behavioral data that is collected about a single individual’s activities. Intent data includes information about topics and context to provide a clearer picture of what individual leads are interested in.

The different classifications for intent data are:

  • Anonymous 1st Party Intent Data. These are people who visit your website and are typically only identifiable by their IP address. That IP address is then mapped to a company name if possible. Companies may use other solutions to help turn anonymous intent data into known intent data.
  • Known 1st Party Intent Data. People that visit your website and are known by name. Maybe they filled out a form or provided their contact information in another way. Once they have provided their information, you can then track their actions on your website and map that information to their company.
  • Anonymous 3rd Party Intent Data. People that have visited another website that you do not own. There must be an indication that the data is relevant to your own products for it to be useful. Only contains IP information. Data typically acquired through direct partnerships or vendors.
  • Known 3rd Party Intent Data. People that have visited other websites and have also provided their information through a contact form. The website owner knows who they are, and you can acquire their data through a number of vendors.

At Triggerbee, our solution helps companies to collect and utilize their anonymous and known 1st party intent data from visitors to their own website. Our solution makes it easy to track the actions that your visitors take on your website.

How Can Sales Reps Use Intent Data?

Intent data is an excellent tool for aligning sales and marketing teams. With more information about your key accounts at their fingertips, your sales reps can more aptly speak to the needs and concerns of the hot leads that are already visiting your website. Marketers can connect intent data to the accounts that they are already building relationships with for improved personalization, and sales teams are able to integrate what they learn directly into the sales process.

Let’s take a look at some examples of how sales reps can integrate intent data into their sales processes to improve conversion rates and speed up sales cycles.

Map Discussions to a Customer’s Actions

Intent data tells you a lot about what a customer is thinking. The content that they engage with tells you a lot about what means the most to them and their company. It helps sales reps identify which product features will be the most important to cover, and which points the most important to drive home during the sales process. Salespeople can use the actions that a customer takes on your website to outline future discussions and follow-ups with prospects.

Deliver Personalized Content Based on Actions

Content personalization is becoming increasingly important during the sales process. Prospects want to know that you fully understand their business and concerns when buying into an expensive product and putting their reputation on the line. 79% of consumers say that they are only likely to engage with an offer that has been personalized to reflect previous interactions with the brand. Seeing the content that they engage with gives you the opportunity to custom tailor future content that you send. Intent data gives you an inside look into their biggest concerns. To not utilize that data would hamstring your sales reps.

Accurate Led Scoring Leads to Better Prioritization

Intent data is extremely useful in the lead scoring process. In fact, the most effective sales reps and marketers give a lot of credit to lead scoring. 68% of “highly effective” marketers pointed to lead scoring as their top revenue contributor in a 2013 study.

To accurately score leads, you have to have accurate information. Triggerbee’s intent data simply gives you more information to work with and increases the accuracy of your lead scoring. Then, your sales reps can better prioritize the leads that they interact with, focusing on the accounts that are most likely to convert. This ensures that your sales reps waste less time talking to prospects that ultimately don’t pan out and provide a better and faster experience to leads with high scores.

Engage New Leads Quickly and Effectively

Being quick to engage with prospects is absolutely critical to the sales process.  Research shows that 35%-50% of sales go to the vendor that responds first. Intent data gives you that chance. Using intent data to identify new accounts and prospects that are actively searching for a solution like your product allows your sales reps to be quick to open a dialog with them before your competitors are able to do the same.

Further, you’ll have more information about what individual prospects are looking for based on the intent data that you have available on them. If you want your sales reps to be quick to reach out, intent data will not only help them to do so but will more them more effective while doing it.

New Data for Existing Accounts

Intent data isn’t just useful for engaging with new accounts, it’s also incredibly valuable for informing your interactions with current accounts as well. Keeping a close eye on what your prospects are engaging with throughout the sales process will help you to tailor conversations toward their biggest concerns and position your product as a true solution to their needs. Intent data allows you to flesh out existing accounts and provide the big picture to your sales reps.

Engage with Complete Buying Teams

In B2B sales, buying teams are huge. 61% of buying teams include five or more people. You need to make sure that you are able to speak to the concerns of each member of a buying team in order to close the deal. This often means competing viewpoints and conflicting opinions. Intent data allows you to see which pieces of content each individual stakeholder interacts with and use that data to inform your interactions with them as a group and ask individuals.

Intent Data is a Valuable Tool

Intent data is an extremely valuable tool for any sales team. The more insight that you can arm your reps with, the more effective they will be. All companies are already in a position to collect and utilize intent data on their websites, most simply don’t have the tools that would allow them to do so. Triggerbee makes it easy for companies to start collecting anonymous and known 1st party intent data and integrate that data into their sales and marketing processes.

If you’ve looked into tools that you can use to arm your sales teams for success, there is a good chance that you have heard about intent data. It’s been a hot topic in the digital marketing industry recently and for good reason — it’s an extremely powerful tool for both sales and marketing teams.

Automated sales — it’s the dream, right? Where all your sales processes are put on auto-pilot and you can put all of your focus on your product. Unfortunately, that isn’t quite possible — yet. No sales cycle can be completely automated, but a natural place for companies to start is in the automation of individual sales processes.

At Triggerbee, our system plays a key role in the sales automation operations of our customers. The data, customization options, and reliability of our system helps businesses automate key steps in their sales process and shrink the workloads of their sales reps.

Still, automating sales isn’t something that is going to happen overnight. It takes time to ensure that you have the right tools, processes, and strategies in place to make automation an effective alternative to more conventional by-hand strategies. But once you do have those in place, the sky’s the limit.

The Right Tools and Strategies

It can’t be understated how important having the right tools, processes, and strategies in place is when you begin your journey into sales automation. Without a clear idea of where you are heading, it’s too easy to get lost on the way. You need clear goals. What will you be automating? What tools will you be using to accomplish that automation? How will this change processes for your current sales team? These are important questions.

Start by determining which sales processes you would like to automate. Where do your sales reps take the most time? What types of automation would help you the most? Work closely with your sales reps to identify key processes that are both able to be handled by publicly available automation tools and can realistically be installed into your current sales processes.

Every company has different processes, and no one tool can completely automate everything that your sales teams do. Instead, focus on automating singular processes and combine those to work closer toward your larger automation goals.

Automated Prospecting and Lead Generation

One area where most companies would like to inject some automation into is in the prospecting and lead generation department. Sales reps and marketing teams spend a lot of time and energy on generating new leads and identifying targets. In fact, the average salesperson spends 15% of their time engaging with existing customers. Luckily, it also happens to be one of the sales processes that are ripe for automation.

There are many types of automation that you can use to improve the prospecting process. Companies like Close.io offer several features to improve automation including cold calling automation, SMS, emailing, and in-depth reporting to help you measure your effectiveness.

Here at Triggerbee, we make prospecting and lead generation automation simple. Every single day you have people that come to your website and leave, never to be heard from again. They might even be interested in your product but just don’t have the time to seek out a customer service rep and get their questions answered.

Triggerbee allows you setup custom automations based on “If this then that” logic, similar to segmentation options in popular email marketing software like MailChimp or Sendgrid.

Because Triggerbee is able to automatically identify company names of website visitors and then tracks their activity and engagement, you can create warm lead lists of prospects that have expressed interest in your product through their on-site actions. Our system tracks who visits your website, where they come from, and what they do when they are there.

You can then have these lists automatically delivered to your sales reps every one, seven, or fourteen days. This ensures that your sales reps have a constant supply of fresh leads that they can begin building relationships with.

In another example, Triggerbee will send a notification to a salesperson when the prospect visits the website following the delivery of a proposal. If the prospect is currently in Pipedrive (a CRM solution, which we’ll touch on in a second) Triggerbee can also add a note that shows what that prospect did during their visit to your website.

Intent Data and Lead Scoring

Intent data is data that indicates the level of interest from a particular prospect or account and is typically used in the lead scoring process. Internal intent data refers to data detailing the actions your customers take on your website.

By identifying parties that are further along in the buying cycle or more interested in your solution, your sales reps can close more deals quickly. 79% of all leads are never converted into sales, and intent data can help any company to hone in on interested parties and improve that number.  

In many companies lead scoring is done by hand. Sales reps (or marketers, before marketing the lead as sales qualified) have to analyze interactions that they have tracked and actions the lead has taken to gauge their interest. It’s often a very time-consuming process.

Luckily, Triggerbee tracks detailed intent data by analyzing the actions that your visitors take on your website, giving your team all of the information that they need to accurately score leads. If the visitor is identified, their email is synced into the system, which enables your sales reps to score the lead and stay in continuous contact with them through email as they traverse the buyer’s journey.

CRM Usage and Automation

A customer relationship management tool is a must-have solution for modern sales teams and one that plays a critical role in sales automation. CRM adoption increases sales by up to 29%. Today, the customer experience and a brand’s relationship with their customers is more important than ever before. In a recent survey by SalesForce, they found that 51% of sales leaders are placing their focus on improving customer retention through building deeper relationships.

To automate sales, you have to have a central location where you store information about your target accounts. Your automation tools then must interact with your CRM solution to add, edit, and update it with relevant data. Our favorite solution is Pipedrive, but there are many CRM software suites out there.

Triggerbee connects directly to your CRM solution and updates information based on the data that is collected when people visit your website. While we are expanding our CRM integrations, our integration with Pipedrive is currently the deepest. Our system will create new deals in Pipedrive when a website visitor performs a specific action.

One example might be when a website visitor downloads a resource or visits a specific page on your website (even when the visitor is still anonymous). If our system can identify the visitor from a previous interaction like a form submission, it will. Then, it will use that information to create the contact card in Pipedrive and keep your CRM up to date.

Automating Sales Relies on Data

Your ability to automate sales comes down to your ability to collect and use vital data. Automating sales requires that you have the right tools and strategies in place to make effective use of that data. Start by determining specific sales processes that you would like to automate and build from there. By taking specific tasks off of your rep’s plates (or simplifying them), you free up their time to focus on more important tasks. Sales automation won’t take care of the entire sales process for you, but it will put your sales reps in a position to close high-value deals more quickly.

Interested in seeing how Triggerbee can help you get started with sales automation? Start your free trial today!

Automated sales — it’s the dream, right? Where all your sales processes are put on auto-pilot and you can put all of your focus on your product. Unfortunately, that isn’t quite possible — yet. No sales cycle can be completely automated, but a natural place for companies to start is in the automation of individual sales processes.

In this article, you’ll read about 8 amazing examples of data-driven marketing from the real world. 

Data-driven marketing has been a hot topic for the last decade. And as big data continues its rapid growth, companies have more data at their fingertips than ever before.

Today 64% of marketing executives strongly agree that data-driven marketing is crucial to success in the modern global economy. Still, few companies are able to fully harness the data that they collect and use that data in their customer experience strategy.

Data-driven strategies that enable personalization, progressive profiling and more effective ad targeting are critical for sustainable marketing growth in the modern landscape.

It can be used to track and optimize your campaigns, evaluate the health of your brand overall, and inform new content and marketing collateral that connects with your audience.

Where most companies struggle is in finding effective ways to use the data that they collect to improve their marketing campaigns. There is often a disconnect between collecting the data and brainstorming ways to use that data creatively.

Below we’ll explore how some of the smartest brands out there use data to create marketing messages that sell, engage and convert.

Example 1: How KICKS Sells Makeup for Millions Using CRM and Behavioral Data

KICKS is a leading beauty chain in Scandinavia, selling makeup, fragrances, and skincare to haircare. They have a loyalty club (“KICKS Club”) where over 1.5 million active members are rewarded with bonuses and exclusive offers.

They use Triggerbee to drive signups to their loyalty program and collect first-party data about their audience which they can use in all of their marketing. Instead of sending out the same offer to every single customer, they use behavioral data collected from their website with customer data from their loyalty program (purchase history, average spend, membership level) to target specific segments with personalized offers and reminders. 

KICKS are not using unique coupon codes in their campaigns. If you are looking to use a similar tactic, consider generating unique coupon codes for an added layer of security and to stop coupon hacking.  

Being able to create a personalized shopping experience for their customers has been key to the success of their loyalty program. For example, they use customer data to hide membership signup campaigns from existing members and display bonus points reminders to members with unused points. 

Kicks-bonus-aktivering

The message in each campaign is targeted at different member levels, and the results are mind-blowing:

  • 4,8x higher CTR than average with the help of targeted Onsite campaigns
  • Increased the number of used bonus checks for members
  • Increased engagement among members
  • Over 1,000% growth in email subscribers

This is a huge win for a brand like KICKS, especially considering each member is worth a lot when they redeem their points. 

Example #2: GreenPal Uses Demographic Data in Campaign Planning

This example of data-driven marketing goes to show that not all data usage has to come from data collected internally. Let’s assume that you would like to upsell a new product to your most valuable customer segment. You’ll probably have some data for that segment that has been collected in-house, but there are always going to be a few missing details. You may not fully understand that segment’s spending habits or local weather patterns in their region.

This is exactly the type of problem that GreenPal, a lawn care services provider, ran into when marketing a new product to their customers. After running a successful AdWords campaign in the metro Nashville area, the company sought to optimize and improve their conversion rate by adding more contextual information.

Using publicly available data, they discovered that homeowners in East Nashville, which was a relatively new and upstart lower-middle class community, was more price-sensitive than other demographics in the area. They targeted zip codes for those neighborhoods and ran specific ads that touted them as the “cheapest lawn care solution in Nashville” and saw a more than 200% lift in click-through rate and a 30 percent lift in on-page conversion rates.

Greenpal's adwords account

There are some really excellent free sources of publicly available data online. Data.gov offers more than 300,000 government-provided datasets that could be useful in marketing campaigns. Similarly, the European Union publishes a lot of their available data as well. States, counties, and cities are also known to publisher data that may be more relevant to smaller marketing campaigns as it focuses on specific communities.

Example #3: DirecTV Partners With USPS to Target New Movers

Another great example of data-driven marketing comes from DirecTV. While looking for new ways to connect with consumers that were not signed up for a television plan, the company honed in on one specific market — people who had recently moved to a new location and therefore had not yet signed up for a television plan.

Statistics about new movers and cable TV habits

Source: Monetate

By striking a partnership with USPS, the company was able to directly target consumers that had recently filed for a change of address. Using that data, they sent advertisements that led consumers to a personalized homepage that spoke directly to the “mover” segment. Their campaigns were delivered through direct mail, PPC, and email.

This serves as an excellent example of using third-party data to run effective lead generation campaigns. There are no sources with higher quality data about recent movers than USPS, and gaining access to that data through a partnership gave DirecTV access to their most crucial customer segment. Can you think of any organizations that might collect important data on your most crucial customer segments?

Example #4: OKCupid Uses Dating Data to Create Intriguing Content

As one of the largest dating sites in the world, OKCupid has a wealth of demographic information from their users. They aren’t shy about it, either. The company regularly publishes insightful user data on their blog, attracting a lot of attention. The attraction to their data and relationship-related data isn’t just for their users either, the company has gained a lot of traction with non-users as well.

They provide a great example of using your internal data to create content that your target demographic will find interesting. In one recent post, they examined how using a flash when taking pictures seemed to make their users appear older, based on their internal data:

OkCupid

It’s easy to see why this kind of content wouldn’t just appeal to their own users, but to anyone that uses social media. Finding interesting opportunities to leverage your internal data to create content is a great example of thinking outside the box when it comes to data-driven marketing.

Example #5: GrubHub Correlates Food Data With Political Leanings

GrubHub is a food ordering app that collects a ton of data about what its users eat. The food delivery app follows in OKCupid’s footsteps by creating interesting content using its internal data. A big part of their revenue comes from partnerships that they have with a variety of publishers who use their data to create native advertising that feels natural.

In an effort to expand their partnerships with political publishers, GrubHub sought to learn what they could about how the food choices of their users correlated with their political leanings. As a result, they sent out a survey as part of a profiling campaign that asked their users what foods they would prefer and connected those users to congressional districts around the U.S.

Grubhub Quiz

As you can see above, their results were pretty interesting and potentially made it easier for the company to translate their data to secure new partnerships with political publishers. Done right, this is essentially a form of gamification marketing and it’s easy to see how this same technique could be applied to other industries, allowing them to expand their native advertising base and grow their revenue.

Example #6: Activia Uses Self Esteem Data to Fuel Campaigns

In February 2017, Activia, a probiotic yogurt company, launched their new “It Starts Inside” marketing campaign. The campaign was designed to spark conversations around helping women to reach their full potential, rising above detracting thoughts and self-esteem issues.

Activia starts inside

The campaign was based on a study with a partnered research firm, GlobalWebIndex. The study revealed that 80% of women in the US between the ages of 25 and 55 view themselves as their own worst critic. The marketing campaign featured interviews with women talking about their experiences with self-doubt.

The campaign was a huge success for the company, speaking to real problems that their customers faced every day. Appealing to customers’ emotions helped them to build empathy and shift the perception of their company among their target demographic. This campaign is proof that data-backed campaigns can have a substantial effect.

Example #7: Olay and #killerskin

Olay is one of the world’s biggest skincare brands, and for the 2019 Super Bowl they had decided to debut with a massive new campaign.

To maximize their chances of success, the team working on the new campaign looked at data from various sources to learn more about their audience’s interests outside of skincare. 

This is pretty unusual considering Olay is a skincare brand. It later turned out to be a pretty smart move. 

By looking at Google and Youtube data to see what their audience searched for and what videos they preferred to watch, the team found two areas of interest that stood out from the rest: 

  1. Horror movies
  2. Football

This led to Olay creating the #killerskin campaign, which became a massive success for the brand and generating tens of millions of views and a huge uptick in search interest.

 

Example #8: How Abreva reaches teenagers with celebrities and makeup

Abreva wanted to reach a younger audience with their cold-sore medication. Traditionally, Abreva advertises to audiences over 35-years and older through TV. Eventually they discovered that most people get their first cold-sore as teenagers – an insight that made them rethink their marketing strategy moving forward.

The marketing team at Abreva knew that teenagers watch less TV than the audience they’re used to advertise to. So, they decided to focus on YouTube. 

Knowing that cold-sores are an uncomfortable topic for teenagers, they knew they had to create videos that connected with their audience’s interests.

Abreva’s marketing team leveraged machine learning to identify and reach their target audiences. They then created 119 versions of one base ad, customizing the copy to match what a YouTube viewer was watching.

Teenagers watching celebrity gossip saw this ad:

Abreva celebrity gossip ad

And someone about to watch a makeup tutorial might instead have seen this:

Abreva makeup ad

But what about the results?

In the end, the campaign drove a 41% lift in overall ad recall and a 342% lift in search interest among its target audience across Google and YouTube. 

One could say Abreva hit a real home-run with their data-driven marketing strategy.

Summary: Data-Driven Marketing and Creativity

Data-driven marketing won’t change your business overnight on its own. It has to be used in conjunction with the right technology and powerful, creative campaigns that connect your data to real-world issues that connect with your audience. The data-driven marketing examples in this article might help to get the gears turning and give you some ideas for harnessing the data that you collect and using it to influence your next marketing campaign.

In this post, you’ll learn 15 actionable and timeless lead generation strategies that are simple enough for anyone to implement TODAY.

Update: If you really want to generate leads as a B2B business in today’s business climate, you need to focus on personalization. Too much of what worked in the past has been commoditized, and personalization is one of the few strategies that hasn’t yet been widely deployed.

TABLE OF CONTENTS:

  1. THE ONE-CLICK LEAD CAPTURE
  2. USING THE OPF-TECHNIQUE TO GENERATE 22% MORE LEADS
  3. USING YOUTUBE OR VIMEO AS “ENGAGEMENT MAGNETS”
  4. TURNING “OUT OF STOCK” INTO AN OPPORTUNITY
  5. USE THE “GODFATHER STRATEGY” TO BUILD YOUR EMAIL LIST
  6. USING FOMO TO INCREASE YOUR CONVERSION RATE
  7. HACKING SCROLL-DEPTH TO GET UP TO 80% MORE CLICKS ON YOUR CTA’S
  8. USE EXIT-INTENT POPUPS ON KEY PAGES
  9. USING PRE-FILL TO MAKE FORMS EASIER TO COMPLETE
  10. USING 404 PAGES TO GENERATE LEADS
  11. USING CHALLENGES TO ENGAGE AND CONVERT
  12. HOST OR VISIT PHYSICAL SEMINARS
  13. ASKING QUESTIONS TO GET A 50% CONVERSION RATE
  14. USING CONTENT UPGRADE TO CONVERT 38.9% OF VISITORS
  15. LEVERAGING THE POWER OF COMMUNITY WITH THIS POPULAR APP

1 The One-Click Lead Capture

Email marketing is about to get dethroned because there’s a new sheriff in town…

Say hello to Facebook Messenger marketing.

Facebook messenger showing how a business interacts with a customer

Facebook Messenger has over 2 billion active users, and it has the potential to change the way you look at digital marketing forever.

E-mail has been the king of marketing channels since the early days of the internet, and the reason is largely due to the ability to personalize the content inside of the emails.

In other words, E-mail has always been at the foundation of all lead generation strategies.

But here’s the kicker:

If you want to use someone’s name, company name or website URL in your email, you first have to actively collect that information from your prospect.

In other words, you can only use data you’ve actively collected from your subscribers.

And here’s the worst part:

Email open rates are declining every day.

This is not the case when it comes to Facebook Messenger…

First of all, Facebook already knows everything about your audience (because they most likely have a Facebook account).

If you want someone to sign up for your messenger list all you have to do is place a button on your website that says “Send to Messenger” or “Continue as [Name]”.

If you want your conversion rates to stay high, it’s important to reduce friction. And clicking a button is about as frictionless as it gets.

Getting started with Messenger marketing is super easy. This article from MobileMonkey explains how to do it in 3 easy steps. 

Facebook Messenger has higher open rates than almost any other channel:

With reports of open rates well above 80%, you can expect your message to be seen by almost everyone you send it to.

Pro tip:
You need a Facebook page to be able to send messages to your prospects. BUT…

…instead of using your company’s page, create a page for yourself, in your own name and with your own profile picture.

That way it looks like you are sending out the message personally, instead of the messages from a company.

2 Using the “OPF-Technique” to Generate 22% More Leads

Imagine if you could double your reach or conversion rate just by adding 3 words to any thank-you page, order confirmation page, or thank-you text?

You don’t even need a marketing budget for this to work, or any connections.

It just works right out of the box.

You just need to tap into the power of “OPF” – Other People’s Friends. 

Here are the three words I’m talking about:

“Invite a friend”

Add these 3 words to any popup, landing page, or thank you page and you will instantly see a lift in conversions.

We tried it on triggerbee.com recently when inviting prospects to one of our physical events.

The result?

Over 135 entries in just 2 days.

41% Invited a friend (or colleague).

22% of those invited by their friends, signed up for the seminar.

And it’s all thanks to a regular HTML link.

It’s super simple to add, and you can literally just copy-paste a small HTML-snippet to your website.

Just copy this code and paste it on any page:

<a style="font-weight: 600; text-decoration: none;" href="mailto:?subject=?body=?utm_campaign=”invite-a-friend">Invite a friend</a>

Pro tip: Use E-mailer Link Maker if you want to have a pre-filled subject line and some content.

If the person who is inviting a friend doesn’t have to write a message, the chances of them actually sending their invite increases dramatically.

3 Using YouTube or Vimeo as “Engagement Magnets”

Video is one of the most engaging types of content on the internet.

The numbers speak for themselves…

Including video on landing pages can increase conversion rates by up to 80% (Unbounce)
Visitors spend up to 2.6x more time on pages with video than without (Wistia).

I think you’ll agree with me on this:

Video is awesome!

But, having a video on your website just because you want to have a video won’t do you any good…

You have to use it strategically if you want to use it as one of your lead generation strategies!

Normally when you finish watching a video, YouTube just shows you a bunch of other related videos.

Not good.

Instead, you can use Triggerbee to create a widget that pops up right after the visitor finished watching the video.

Like this:

That way you can capture their information while they’re already engaged.

Pretty smart right?

Pro tip: Offer your visitors a powerful lead magnet related to the content in the video, or ask them to participate in a contest.

One of our customers ran a contest this way, and they had click-through rates of over 72.6%!

Very impressive.

4 Turning “Out of Stock” Into an Opportunity

When products are out of stock, you’re losing customers.

But lucky for you, there is a way to turn that into an opportunity.

Instead of just displaying a red text, like most online retailers do…

Formulär som visas när en produkt är slut i lager på en e-handel

Add a form below your “OUT OF STOCK”-text with the message:

Enter your email to get a notification when this product is back in stock”.

Pro tip: If you know when your item is back in stock, add a timer that counts down to the expected date of arrival for your product.

5 Use the Godfather-Strategy to Build Your Email List

What sounds more appealing to you:

“Sign up for the newsletter”

Or…

“Join our tribe of 2500+ world-class marketers and salespeople”

I think you’ll agree with me that the second sentence sounds way more appealing.

It’s basically the same offer, but with some added social proof.

Old pitches like “Sign up for our newsletter” just don’t work anymore because the truth is that nobody reads newsletters anymore…

They want content personalized to them. Lazer focused, point-solving, specific content that meets their interests and needs.

We manually analyzed over 50 000 conversions from our users to find out what type of message converts best.

Here are the results:

Konverteringsgrad Nyhetsbrev vs Erbjudande

Turns out, using an offer instead of “Sign up for our newsletter”, increases your conversion rate by almost 80x!

Pretty amazing.

As the legendary Gary Halbert once said:

You should think more about how to “sweeten” your offer than any other aspect of writing copy.

And that certainly proves to be true even to this day.

Pro tip: If you already have an email sequence going out, you could rewrite it slightly and turn it into a 3-day, 5-day, or 10-day course!

6 Using FOMO to increase your conversion rate

Applying scarcity, or FOMO, is one of the few tactics that almost instantly can improve your lead generation efforts.

Here’s a real-life example:

Jessica Parker and Melissa Burkley conducted a study where they showed women a photograph of their potential dream man.

Half of the women were told the guy was single and the other half were told he was in a relationship.

The results might surprise you…

59% said they would be interested in pursuing a single guy when they thought he was single.

But, that number jumped to 90% when they thought the guy was taken!

We want what we can’t have, and it’s just the way we’re wired.

But, you should think twice before just throwing up a countdown for every offer you have.

Your visitors are not stupid. They will spot false offers pretty quickly, and those who don’t will just feel deceived if they find out your offer continues to run after they have purchased.

Here are a few situations where you can use it:

  • When you actually have a limited offer
  • When there are only a few seats left for your webinar
  • When a product is running out of stock

7. Hacking Scroll-Depth to Get up to 80% More Clicks on Your CTA’s

Only about 20% of your visitors reach the bottom of your website.

It’s not your fault though — it’s like this for almost every website.

This means if you have a call to action anywhere near the bottom of your page, 80% of your visitors will never see it!

But, to solve it you need to dive into the world of data-driven marketing:

Get yourself a tool that shows you how far down people are scrolling on your website. We use Hotjar for this.

Let at least 500 – 1000 people visit your website, and then…

…check out your shiny new scroll map.

Here’s an example of how we could use the scroll-hack on our own website:

58% of visitors don’t scroll the full page.

Not good.

So what we can do here is two things:

  • Move the testimonials at the top, to the bottom of the page.
  • Add a scroll-popup at 5% – 10% above the 58% mark to hopefully get a few leads.

After we’ve modified the page, we can create a new heat map and see if anything has changed.

If not, we might have to restructure the whole landing page to improve the user experience.

8 Use Exit-Intent Popups on Key Pages

People either love em’ or hate em’.

And whether you like it or not, popups work.

Especially Exit-intent popups.

But first, some words of caution:

Exit intent popups are your BACKUP to your web pages.

If your exit intent popup has a higher conversion rate than your website, you probably should think about redesigning your website first.

But if you use it as a hail mary on your most important pages, they can work pretty well. 

That way you don’t need to ask for all the information at once.

9 Using Pre-fill to Make Forms Easier to Complete

Over 70% of your visitors expect you to recognize them when they return to your website.

And if you have several forms on your website, there’s no bigger turn-off than letting your visitors fill out the same information…

…again…

…and again…

…and again.

One of the best ways of saying “Welcome back” is by pre-filling forms for visitors that are already identified. 

Pre-fill means that you automatically add information like email address, name, phone number or company name in your forms.

So, instead of showing empty forms every time…

The prospect can just review their information already there, and hit submit. 

Pretty smart.

If you want to know more about pre-filling forms and why it’s a smarter way of generating leads, you can read The Definitive Guide to Progressive Profiling.

10 Using 404 Pages to Generate Leads

When someone clicks on the link to your website in Google, they expect to land on a specific page or post.

But what happens if that page doesn’t exist?

Triggerbees 404 page showing barry bouncing around

Most 404-pages just tell you what you already know – that the page no longer exists.

And research shows that over 73% of your users leave your website when they reach a 404-page. 

Lost visitors = lost customers.

Not very useful advice.

What you can do instead is giving away an E-book or a report.

That way you’ll turn something bad – a broken page – into an opportunity to generate a lead.

Unbounce, a leading landing page provider, lets people choose between two options on their 404-page.

11 Using Challenges to Engage and Convert

Let’s take a look towards the fitness industry to apply one of their most effective lead generation strategies in B2B and B2C companies…

The 30-day challenge.

A 30-day challenge from Second Nature.

Challenges can be applied to almost any industry, and any product or service.

For example:

Not only does this create a community around your actual product or service, but it’s also a lead generation strategy that engages your subscribers/prospects.

When you’re searching for new lead generation strategies, always find out what the smallest players in the biggest niches are doing.

The reason is that big corporations rarely engage customers and prospects like small companies do.

12. Host or visit physical seminars

One of the best lead generation strategies is to host physical events.

Whether you’re attending or arranging meetups, seminars, or educational classes – meeting with your prospects face-to-face is one of the best things you can do.

Besides, most people would love to get out of their office every once in a while.

At Triggerbee we try to arrange one or two physical events every year, and we never have any problem getting around 150 – 200 signups each time.

In 2016, we held a seminar together with Pipedrive with over 250 attendees and it was very appreciated. 

Not only did we get a chance to speak directly to both customers and prospects, but we also get a chance to keep communicating with most of the attendees after the seminar. 

13 Asking Questions to Get a 50% Conversion Rate

Except for Facebook Messenger, quizzes are the latest fad in lead generation strategies.

And the best part is that it’s not a mainstream strategy – yet.

Neil Patel and Eric Siu discussed quizzes in episode 135 of their podcast, and said: “we just don’t talk about it much because we don’t want everybody copying us”.

I don’t know about you, but when the guy that runs one of the world’s biggest marketing blogs shy’s away from talking about a specific marketing strategy they use…

…it’s probably working pretty well.

Quizzes can also help you collect some intent data, which is crucial for your salespeople.

14. Using Content Upgrades to Convert 38.9% of Visitors

The popup we use to build our email list converts at an impressive 8.8%.

Progressive lead profiling

But, we’ve been playing around with a new tactic called the Content Upgrade.

So far, the results are great!

Last February we wrote a blog post about GDPR for businesses, and instead of using a popup to capture emails…

…we created a content upgrade in the form of a checklist that our visitors could download.

The results?

Almost 40% of the visitors downloaded the GDPR Checklist!

Instead of using an annoying popup that interrupts the reading, the checklist is just there – available to anyone who wants to download it.

One of the biggest marketing trends in 2018 and 2019 is definitely the focus on creating better experiences

…and with almost every website on the web using popups, content upgrades can be a good way to stand out from the crowd.

15. Leveraging the Power of Community With This Popular App

Communities are HUGE moneymakers and one of the best lead generation strategies.

You’ve probably heard about the “1000 true fans-theory”.

Kevin Kelly, co-founder of online magazine Wired, came up with this theory during his 25 years as the executive editor.

If you haven’t heard of it, here’s an explanation:

A creator, such as an artist, musician, photographer, craftsperson, performer, animator, designer, videomaker, or author—in other words, anyone producing works of art—needs to acquire only 1,000 true fans to make a living.

Unless you’re Elon Musk or Steve Jobs, it’s hard creating true fans unless you’ve built a community.

But it doesn’t come for free.

It takes both dedication and effort.

One way is to hire a web development agency, build a custom community website and try making them replace Facebook, LinkedIn or Twitter in favor of your website.

Or…

You could start a Slack channel which already has everything done for you.

Using Slack as a lead generation strategy is still relatively overlooked, so by starting one now you are definitely getting in early.

There are for example over 4 million groups on LinkedIn, but only 200 active groups on Slack.

Another reason for creating your own Slack group is that it’s a real-time chat platform, and users tend to check Slack more often than other social networks.

There’s also way LESS competition for attention compared to Facebook or LinkedIn, and it’s completely free.

Visit this link to create your own channel and start building a thriving community!

But wait!

How do you get people to join your newly founded community?

Here’s a quick strategy to get you started:

1 Create a new page on your website. This will be used as a landing page where your audience can sign up to join.

2 Write some copy about why people should join your channel and add one of two options…

  • A button that opens an overlay
  • A form right on the page

3 Promote your slack group through ads, social networks, on your website, and in your email footer.

The key here is to receive a notification when someone signs up so you can invite them to your Slack channel, and if you have them request an invitation it feels more exclusive.

Summary

These lead generation strategies are simple enough for anyone to use.

But keep this in mind:

Stuff that works like crazy for one business might fall completely on its face in another business.

The key is finding a strategy that works for you, and in most cases, the foundation of effective lead generation is some form of content.

It all comes down to knowing your audience and how they interact with your business.

In this guide, you’ll learn everything you need to know about progressive profiling, what it means and how you can get started.

And let me be clear about something:

This is NOT a lame post about old school lead nurturing or lead generation.

Instead, you’re going to see tested strategies that are working right now in 2018…and will work even better in 2019, 2020 and beyond.

So if you’re looking to up your lead generation game this year, you’ll love this guide.

Let’s dive right in.

Chapter 1: What is Progressive Profiling?

Progressive profiling is a data-driven lead generation and nurturing strategy that uses website behavior, activity, and interest as the main indicator of whether a prospect is hot or cold. As a result, your visitors don’t need to leave as much personal information, because progressive profiling often uses methods like email enrichment and IP-tracking to figure out e.g. company details.

For example, if you have more than one lead magnet, you only ask the visitor to leave their email address to download the first one.

When they want to download the second one, you only ask for their role or perhaps phone number because you already know what company they’re from. 

This means you can keep your forms short and only ask for the information you lack as you build up a relationship.

Not only is it less intimidating for your prospects, but you’ll also avoid asking for the same information over and over again.

Here’s an example of how a sales funnel based on progressive profiling might look:

Collecting information with progressive profiling

Many of the large marketing automation suites like Marketo, Pardot, Hubspot, and Eloqua use manual lead scoring to decide whether the prospect is hot or cold.

This means the user has to manually give points for each event. This usually means that the lead scoring is based on personal opinion rather than actual behavior.

Marketing software with progressive profiling can recognize a visitor when they revisit a website, knowing what information you already have and what additional information you need.

In one way, progressive profiling takes you closer to how relationships in real-life are built.

I mean…

Imagine you own a small local store.

local shop

Image: Eco Camp UK

Your success as a local business owner relies almost entirely on making every customer happy because it’s often hard to compete with the big guys on price and variety.

This makes it even more important to become creative when it comes to winning loyal customers…

You have to build up a relationship with regular customers so they have a reason to come back.

You get to know each customer better each time they visit. 

Eventually, you’ll greet them by name, know the name of their kids, get to know their wife/husband, and most importantly…

You learn about their preferences and habits.

But as with any relationship, it’s not something that happens the first time you meet. Relationships are built up gradually, over time.

As you get to know your customers better, maybe you’ll even go so far as to save or prepare certain items just for them, because you know what they like and what time they usually stop by.

You start personalizing the experience based on their behavior – and this is exactly what progressive profiling enables you to do.

Now imagine another scenario:

You see a new customer walking in. It’s the first time you see her face.

She’s walking towards the cold section – it seems like she’s looking for milk, or perhaps some cheese…

You think to yourself:

“This is a perfect time for a cross-interrogation! She’s in MY store after all…”

You start walking towards her. She looks at you, she’s smiling, she thinks you just want to help her find what she’s looking for.

You smile back, and before she even has the chance to say “Hello”, you ask for her name, her e-mail address, where she works, company role, phone number and monthly food budget…

Store clerk asking a lot of questions

Would that be a pleasant experience? Probably not.

It would wipe the smile off her face faster than a toupé in a hurricane.

Toupé in a hurricane

Yet this is how most businesses treat visitors and prospects. It’s basically the exact opposite of how real-world relationships are built.

Here’s the truth:

Most successful marketing strategies are digitized versions of their physical equivalent.

Even though we use digital tools to nurture relationships with friends and family, we have still built up the relationship in the real world, and we can’t forget that our brains are still left in the analog world.

Chapter 2: Why traditional lead generation is broken – and how to fix it

Trying to run a business without generating leads is like trying to fly a kite just by blowing at it – ain’t gonna happen.

For years marketers and salespeople have treated incoming leads like just another number with the sole purpose of moving them from point A (first interaction/visit) to point B (customer), and in a best-case scenario – point C (repeat customer).

This is usually executed using a 3-step cookie-cutter formula:

The cookie-cutter formula for lead generation and lead nurturing

  1. Capture an email address
  2. “Give value” and send some automated emails
  3. Convert lead into a customer

Sounds familiar?

While it might be the easiest way to kickstart your lead generation programme and bring in some business, the problem is that most businesses never go beyond that point and think about how to build a relationship with their prospects before trying to sell them something.

If you’re stuck in this cookie-cutter phase, you’ll most likely focus your efforts on getting as many leads as possible into the top of your funnel – without paying attention to the middle and bottom of your funnel.

That’s the first part of the problem.

But guess what?

Just generating leads is not enough

You need a qualification process as well.

Unfortunately, the standard qualification process usually means having prospects fill out a long form with dropdowns and checkboxes (or worse, only text-fields) to access an E-book or report you have available.

And if you have more than one resource available, prospects usually have to fill out their information again, in the same or a similar form to get access to it.

If your prospect has taken all the steps you want them to take, you let your sales team screen the list of prospects and contact ones that meet the right profile.

Not only is it ineffective, but having users fill out their information over and over again can result in a lot of duplicate contact records as well.

Studies show that the average marketing database contains 33% duplicate records.

Duplicate database records

Far from all businesses are using marketing software sophisticated enough to merge contact records as they move between lists and tags.

If you’re trying to nurture a database full of duplicate records… you’re in for a real treat.

Another problem with this type of lead generation is that every lead you capture has to go through the same steps – steps that you have plotted out for them.

Take a look at this image below:

stockholm subway

This is an image of the subway network in Stockholm.

It has 101 stations.

Depending on where you live and where you want to go, you need to ride along between 2 – 30 stations.

Not everyone needs to go exactly 3 stations, or 5 stations.

It has 101 stations because people have different needs.

It’s the same thing with lead nurturing, often it’s not enough just having 3 or 5 steps for your leads to take – especially not when you have decided what those steps are.

This is exactly why lead nurturing is one of the biggest challenges companies have.

So, how can we fix this?

The first thing you should consider is…

Taking a multi-step approach to lead generation

If you wanted to download a resource and had the choice between filling out 7 fields or only 2 fields – given that both forms gave you access to the same resource – which one would you choose?

large form vs small form

Probably the form with fewer fields, right?

There are countless studies showing that reducing the number of fields in a form will generally increase the conversion rate, but this is not always the case.

Longer forms are generally more accepted when signing up for an account, but when it comes to downloading a resource (e.g. E-books or reports), shorter forms are generally more preferred.

Marcus Taylor, CEO of Venture Harbor says the following in one of his recent blog posts:

“Over the past five years, I’ve tested multi-step forms across a lot of industries and site types. For lead generation specifically, I’ve yet to see a traditional one-step form that converts better than a multi-step version with the same questions.”

Venture Harbor ran a test for brokernotes.com where they replaced a regular form with 7 inputs, against a multi-step form.

The result?

Conversion rate went up over 4x – from 11% to 46%!

brokernotes multistep form

Image: Venture Harbour

Most people in your target audience have a lot of things to do, and filling out your form is probably not even in their top 10 or top 100 tasks for the day.

Multi-steps forms lower the threshold and make it feel less like a chore to complete a form.

Besides, progressive profiling helps you collect data about your prospect in the backround, eliminating the need for using a lot of form fields.

Chapter 3: How to win friends and customers

Here’s how a typical nurturing funnel looks:

Traditional lead nurturing process

Many businesses have a few downloadable resources which they offer to visitors at different stages of the customer journey.

But, as you can see in the image, they are all locked behind forms asking you to fill in the same information over and over again.

Like we discussed before, this is not optimal. This is not how relationships are built.

This is how it would look if you used progressive profiling:

Progressive profiling

Instead of asking your lead for the same information several times, you only ask them to basically fill in the blanks.

You really need to ask yourself:

Which information do I need to close a deal?

In most cases, you would only need one or two pieces of information to actually be able to introduce yourself, make contact and start building a relationship:

  • Email
  • Phone

For some companies, this information along with some “soft data” can be more than enough for a sales rep to send a compelling introduction.

What is soft data and how do you use it?

There are two types of data you need to take into account when nurturing leads – Hard data and soft data.

Hard data is the type of data that is static, like:

  • E-mail
  • Phone number
  • Company
  • Role
  • Budget
  • etc…
Explanation of hard data

Soft data is data that is constantly changing and evolving, like:

  • Interest
  • Website activity
  • Behavior
  • Habits
  • Referring sites
  • Etc, etc
Explanation of soft data

Hard data is data that sits in your database that you use to segment or send out marketing material, it’s crucial that this information is correct.

Soft data is behavioral data used to get to know your prospect better without having to ask them to leave any information. You just track them when they visit your website or open your emails and generate a profile based on their behavior.

You can use soft data to segment lists, trigger emails, offer coupons, and personalize your communication.

Many (if not most) of the large all-in-one marketing automation systems use lead scoring as a signal for when a prospect is ready to buy.

But the problem is that it’s mostly done manually – you give points to specific actions you want your leads to perform, and when they have reached a certain score they get flagged as “hot”.

Guy Marion, CMO at Autopilot says the following in one of his blog posts about lead scoring:

Traditional lead scoring typically only uses data the marketer can capture. It misses out on many other predictive signals of buying behavior, like current technology usage, VC funding, or management team maturity.

He also states that most B2B decisions are made on a group basis.

So even if person A form Company A has been scored as a hot lead, most systems won’t take into consideration if Person B or C from Company A also visited your website and looked at your pricing.

This is where progressive profiling can help you.

Going all-in with progressive profiling

Let’s circle back to the local store owner in the beginning.

When building relationships with prospects, you have to take things slow. Progressively.

Sure, you still need to plot out a plan for how you’re going to get your prospect from A to B, but progressive profiling helps you do it a bit smoother.

Here’s how you get started:

Preparations:

Find a service that tracks soft data from individual website visitors and prospects.

I’m guessing you already have a service that helps you capture all the hard data like email addresses (otherwise you wouldn’t be reading this would you).

Of course, we’re biased, but Triggerbee will help you track soft data like company name, behavior, activity, referral data, page visits and interest with minimal setup.

Step 1: Map out your customer journey

Instead of creating three different e-books or reports in beforehand, think about what your customer needs to know before they are a customer – and to become a customer.

What information do other companies offer, and what do they miss?

How much does your prospect need to know about your product or service before they become a customer? Are they mostly novices or experts?

What can you give them that others can’t, and more importantly… how can you give it to them?

Ask yourself what information you need to both qualify and deliver content that takes them to the next step.

Like we said before, customer journeys are almost never linear. Prospects almost never go through a fixed amount of logical steps before they are hot or ready to be sold to.

Traditional marketing funnel

Image: Kissmetrics

More often than not, they look like this:

A realistic customer journey

The larger the deal, the more human touches are required.

You can still automate this to some extent – sometimes it’s enough just to send out a stripped email that looks like someone from your team have sent it out.

As long as you’re there to reply, it’s nothing wrong with automating your outreach.

Step 2: Figure out what information you need at each step

By now you know who your prospect is, and they have probably visited your website more than once.

But do you really need to know your prospects monthly budget to send out a report or have them download your next e-book?

Probably not, unless you have an extremely sophisticated and personalized nurturing process.

Especially with GDPR now in force, it’s important you figure out what type of information you need to get the ball rolling, and that you are clear on how you are using any contact info you collect.

For the first step – Awareness:

What do you actually need to send out the first email? An email address, and perhaps a name.

If you really do need some company info, think about if you can use an enrichment service like Clearbit or Triggerbee (just make sure you collect consent for that as well).

Enrichment services help you extract company info from your prospect’s IP-address without them having to type anything, minimize the fields in your forms, and automatically send it to your CRM or email system.

Collected information:

  • Email

Potentially company data extracted from email enrichment

For the second step – Consideration:

I think I read the following quote in one of advertising legend David Ogilvy’s books, I can’t really remember, but it goes something like this:

“Your product or service doesn’t necessarily need to be the best, as long as your customer perceives it as better than the competition”.

What questions does your prospect ask themselves at this stage? What makes them nervous?

…and what information do you need from them to give them a credible answer?

Maybe, you don’t need one even one more piece of information.

I know what you’re thinking…

“What?”

Just like the subway analogy, not everyone needs to go through the exact same steps.

Imagine this:

You have a SaaS app you’re trying to get more users for.

[email protected] downloads one of your e-books. She opens your welcome email and clicks one of the links you have in your footer.

She reads two of your blog posts, and a few days go by… Radio silence.

You send out your second email offering her a webinar training.

She clicks it, signs up for it, and watches 5 minutes.

Sara leaves your webinar and visits your pricing page instead. 10 minutes later, someone else from her company also visits your pricing page.

A few days later, you can see that [email protected] and someone else from her company visit your website AGAIN…

Now that’s some serious buying intent, and it’s probably time to ask for her phone number, be a little more aggressive on offering her a free trial, or simply have one of your reps reach out to her.

Thanks to progressive profiling you can see all of her activity from her first visit to now,  and any sales rep can prepare an outreach email with a few testimonials and some mind-blowing customer results.

Collected information:

  • Email
  • Company info (from enrichment)
  • Soft data – website activity

For the third step: Decision

This is the step where you give your prospects an offer or more information that emotionally puts them at ease – and makes them perceive your brand/product/service as superior against your competitors.

If they haven’t responded to your outreach or registering a free trial, now is the time to knock their socks off.

Send out customer testimonials, different types of social proof and perhaps even offers – do anything you can to get them to take action (but don’t be too pushy).

Selling is fine, and there’s nothing wrong with being a little pushy. Just don’t try too much to the point where it becomes annoying.

Send out 2 – 3 emails in a week, and then wait 4 – 6 weeks before you follow up the next time.

Make sure your follow-up is based on your prospects soft data like previous interest and behavior.

This is the step where you want to try as hard as possible to get any last piece of information you really need to qualify them as a prospect.

Collected information:

  • Email
  • Company information (from enrichment)
  • Website activity (soft data)
  • Telephone number

Summary

Progressive profiling is a new way of qualifying prospects before trying to sell to them.

Instead of deciding what path to choose, you look at the behavior of your prospects and take into account the behavior of their colleagues.

Instead of making your prospects fill out all their information in one go, you focus on only collecting information you need, when you need it.

It helps you mimic how real-world relationships are built.

Progressive profiling is not a be-all and end-all to the discussion on how to nurture or generate leads but it’s a new way to do it without changing too much in your strategy.

All businesses need to evolve and adapt to new strategies and that usually means closing the gap between the physical world and the digital world.

Thanks to Mirko from Vectorarte/Freepik for providing resources for the header image.

When we posted this blog in Sweden the traffic and Interest was overwhelming. GDPR is as we all know important for all companies that handles personal data and therefore needs to get a consent from each subscriber in there database.

We at Triggerbee have also launched a solution to handle the registering & documentation of consent that we named “Triggerbee Consent” so if you also need help with this don’t hesitate to contact us.

In any case we hope that this blog can be helpful in understanding GDPR in an easy way so keep on reading and please share it with others.

GDPR fulfills all the criteria to be probably one of the biggest talking points during 2017. People are worried and companies are forced to change their processes within their organizations.

But the truth is that the new data protection laws only brings positive benefits for all businesses.

With transparency as one of the main requirements we should rather see GDPR as an incredible opportunity to gain even more trust from our current and potential customers. To show them that we have nothing to hide.

This might not be measurable right away but will definitely make a difference in the long run.

In this blog post we have taken the assistance of data protection lawyer Axel Tandberg to really dive deep in this issue and to give you a short, easy to understand summary of what it actually entails for Swedish businesses.

You will learn what GDPR actually are, how consent works, examples of how consent must look like, what other laws that interact with GDPR, and what applies when your company handles and stores personal or customer data.

TABLE OF CONTENTS:

Introduction to GDPR

In 1989 Tim Berners Lee started a project that would change the world in a way no one could predict…

A year later, on december 20, 1990, he published the world’s first web page on something called The World Wide Web.

And much have happened since:

Each day we send 205 million emails, upload over 350 million photos on Facebook, make over 3.5 million google searches, pay our bills, share documents and buy stuff online…

But we rarely think about how much information we actually leave behind (thinking smiley)

Information that could be linked to us as individuals, possibly sensitive information.

Personal data.

Today, the Data Protection Act decides how personal information are to be handled by companies, and these laws are based on an EU-directive from 1998.

When those laws were implemented, only 3,6% of the world’s population had a connection to the internet. At that time, the prediction that personal information and data would be as valuable as it is today, wasn’t so obvious…

On May 6, 2017, The Economist published an article that data — personal data — is the new oil, and companies such as Facebook, Amazon, Netflix and Google, thrive on it by adding more data on each individual and using it to increase their conversion.

But have you ever taken a moment to ask yourself…

“What actually happens to all my personal information once I have given it away?”

That question was posed by the European Parliament, and the response was the need for a new data protection act under the name of GDPR – General Data Protection Regulation.

Every day hundred and thousands of contracts are accepted where the most important information has been written only in capital letters, and where the text in the fine print is written in the smallest possible font size. (Emoji; pergament-rulle eller skrift-rulle)

Researchers from US University Carnegie Mellon conducted a study on how long it would take the average American to read through all the privacy policies they accept in a year…

What they concluded was astounding… It would take approximately 76 workdays.

If you have an account on Facebook, you probably know that their terms of use consist of over 10.000+ words (because you read all agreements before accepting them, right?) and that they have the right to do basically what they want with all the pictures you upload?

This is what is stated in Section 9 of Facebook’s Swedish Terms of Service translated to english:

“You give us your permission to use your name, profile picture, content and information associated with commercial, sponsored or related content (such as a brand you like) that we deliver or enable. that you grant us your permission to pay by company or other entity displaying your name and / or profile image together with your content or information, without any compensation. ” Kolla Facebook

And then, we haven’t even mentioned that Facebook owns nine other apps and services with tens, hundreds and millions of users – and these apps have separate terms, conditions and data policies.

But, having said that, the world’s largest social network is one of the companies that probably has the best data policy.

If you visit Facebook’s privacy policy, you’ll quickly see that everything is neat and tidy.

You can read how to change your visibility when using the service, how they use your data, and how to delete yourself and your data.

If the policy is transparent enough can be discussed, we will leave that to the lawyers to decide. We will continue to use Facebook regardless, since we all just read the agreement?

How your business needs to adapt depends on how far you have come with the preparations and how well you have followed DPA so far.

The truth is that when GDPR comes into force, you need to fully understand the new rights of individuals and how to comply with them.

What is GDPR?

GDPR is an abbreviation for General Data Protection Regulation, and it is a collective name for the new data protection laws that come into force across Europé on May 25, 2018.

In short, new regulations are introduced to protect individuals within the EU from having their personal information involuntarily sold, and to prevent privacy impairment.

Since the GDPR is a regulation, it means that the laws enter into force immediately to become part of the national laws of each EU country.

In Swedish, the GDPR is called “nya dataskyddsförordningen” and when it enters into force, it will replace PUL (Data Protection Act), which since 1998 has regulated how organizations, associations and authorities can handle personal data.

But, because of the shortcomings in PUL, companies have been able to hide behind the unreadable agreements and hidden information to be able to do basically what they want as long as you have accepted “the agreement”.

Now, this comes to an end.

On a sidenote, it’s only within the USA that the privacy shield agreement includes all companies.

Within most other countries you need to have a separate agreement such as the standard model clauses with each separate company.

There are many reasons why GDPR is introduced into the EU, but here are the biggest three:

a) Individuals want more control over how their personal data are used. 

b) By giving all companies within the EU borders the same laws to adhere to, you hope to create a better and safer business climate.

c) Prevent personal data from being purchased and sold by companies, mainly outside the EU’s borders.

Just as Gustaf Wiklund writes in his opinion article on GDPR at IDG, the Data Inspectorate (the government entity in Sweden that make sure that these laws are enforced) is (unfortunately) alone in seeing the new regulation as something positive.

The 1998 data protection directive, that the GDPR is based on, already applied to all member states of the EU. The problem was that it was up to every country to interpret and implement the directives.

This resulted in a whirlwind of laws and regulations that made it difficult for companies to do business between different countries, and difficult for individuals to keep control of how their personal data are being used.

With the GDPR, the same legal text applies to all countries.

Companies must keep track of their databases and contact lists, there must be a documented legal basis for processing personal data, and individuals must consent that their personal data may be processed (e.g. in a contact form or in a Widget) for one or more purposes.

In other words, there is a great focus on transparency and personal data management, and for companies, perhaps the most comprehensive task will be to document how personal data is moving between different systems and for what purposes.

The truth is that if you compare GDPR with PUL, it’s not really that many changes.

Some parts of the PUL will be removed completely (the abuse rule (“missbruksregeln”)), some laws will be upgraded  (rights for individuals (“rättigheter för privatpersoner”)), as well as the requirements for order and good practice (från svenska: “kraven på ordning och reda”)) and some parts will remain unchanged.

PUL also requires that consent be given to process a personal data, but guidelines on how consent should be issued or documentation requirements does not exist – that is something that GDPR will take care of.

Something worth thinking about is that GDPR is not complete, many parts are still just suggestions and nothing is written in stone until May 25th.

There are about 50-100 different laws that need to be adapted in Sweden alone and according to lawyer David Frydlinger a new data law will be required.

Because personal data and privacy are so incredibly important, we proceed to explain what a personal data is in GDPR, and what applies when handling them.

Here are the most basic points your business needs to think about for GDPR:

  • The new rights of individuals must be known and you must be able to accommodate them. The right to be forgotten is one of the most important rights.
  • Inform your contact database about what rights they have, as well as how they can extract their information, correct them or delete them.
  • Map and document where all personal data comes from and in what systems they are stored in.
  • Report any data breach or leaked personal data to the Data Inspectorate within 72 hours, and inform the affected individuals.

What your company must consider before GDPR

The most basic preparations your company can do before GDPR are to map your data and figure out how it moves between different systems (e-mail services, CRM, databases, etc), establish security measures, create new routines for handling personal data and document all processes.

Since all european individuals get extended rights, this is also something you have to accommodate to.

You must for example be able to remove a person and all their data on request, according to the right to be forgotten.

Here are the rights that individuals get when GDPR come into effect:

  1. The right to be informed – An individual has the right to be informed of what data gets collected and how it gets collected.

  2. The right to rectify – An individual has the right to correct or update previously faulty or inaccurate data.

  3. The right to be forgotten (deletion right) – An individual has under certain circumstances the right to be removed from a company’s entire database.

  4. The right to limit processing – Individuals has under certain circumstances the right to request that their data are not allowed to be processed. The data are allowed to exist if this is the case, but the processing must be limited.

  5. The right of data portability – An individual has the right to get all of his or her information extracted and be able to move it between different social networks, services and companies.

  6. Right to object – In some cases, an individual is entitled to object to the processing of his or her personal data by the entity responsible.

  7. Automated decision making – An individual has the right not to be subject to a decision made solely by automated decision making.

  8. Right to complaint – If an individual deems his or her personal information are not used according to the consent given or to the data protection reform, he or she has the right to file a complaint to the Data Inspectorate.

  9. Damages – An individual who has been harmed by the processing of personal data other than in accordance with the GDPR may, under certain conditions, be entitled to damages by the company responsible.

  10. Right to access – An individual has the right to know how, and what their personal data are used for by requesting a registry extract.

  11. Bonus: Legal basis for data handling – There must be a legal basis and justification for why someone’s personal data are processed.

You also have an obligation to be clear and transparent when you formulate texts for consent and privacy agreements, and you are not allowed to hide information behind hard to understand legal terms that most people don’t understand.

GDPR creates a reason for you to find out and keep track of where your personal information is stored.

Handling customers that want to be “forgotten” in an easy way is just positive – if it can be solved easily, the customers will be satisfied, and your dissatisfied colleagues who are unaware of the internal processes will be no more.

What is a personal data according to GDPR?

According to GDPR, a personal data is every type of information that could be used to identify a living human being, and it’s also the combination of different data, that after closer analysis, could identify an individual.

The truth is that the difference between your e-mail address and your social security number is as thinner than paper.

Just like your social security number is unique, so is your email address.

And since it’s only you that own your e-mail… it’s considered a personal data.

With a high focus on privacy protection in GDPR, it’s really important that your company knows what is considered personal data, and what isn’t.

Here are a few examples of information that counts as personal data:

  • E-mail
  • IP number
  • Social security number
  • Phone number
  • Home address
  • Customer number
  • Pictures

Sensitive information:

  • Political opinion
  • Sexual orientation
  • Religious  belief
  • Health
  • Ethnicity
  • Credit information
  • Payment information

If you have many different types of data that on their own can’t identify anyone specifically, but combined with analysis will identify individuals, that too is considered personal data.

Data that is considered personal data with analysis:

  • Hair color
  • Eye color
  • Zip code
  • Annual income
  • Purchase history

As you might understand already, there is almost no personal information that won’t count as a personal data.

GDPR Checklist: This is what your company must think about when handling personal data

  • Document what personal data you collect today and motivate why you do.
  • Find a way to abide bythe new regulations (the right to be forgotten for example)
  • Clean up your database and delete old information that is no longer in use or isn’t active or valid.

Would you be able to do your marketing or sales activities without any personal data?

Probably not.

Almost all companies have a database that contain contact information to customers, prospects, leads or newsletter subscribers.

And if that database contain names, email addresses or phone numbers, that also means that this information at some point has been processed.

How your company processes personal data is an important part of the new data protection regulation, and here we try to explain what applies 👇

Processing of personal data according to GDPR

Processing of personal data is, according to GDPR, almost everything you do with it, except to send out communication.

As soon as you store an IP-address or send an e-mail to your e-mail system, a processing of personal data has occurred.

If you have contact information in a CRM, email system, an excel spreadsheet or other types of lists or databases, they have at some time been processed.

Companies will be required to have someone responsible for overseeing the processing of personal data to make sure it is handled properly.

Today this person is called “personuppgiftsansvarig” (person responsible for personal data), but when GDPR enters into force, this new role will change name to “dataskyddsombud” (person responsible for data protection).

Processing of personal data is not about how you send out communication, but where you store personal data, how they are handled, analyzed or used within the organization.

Here are a few examples of what counts as a personal data according to GDPR: 👇

  • To send an email to one or more of your systems (for example; Mailchimp, Pipedrive, APSIS, Carma, Salesforce, etc.)
  • To automatically analyze and add additional data, based on the information you already have(also called “populate”)
  • To divide different personal data into groups or segments to restrict or allow certain communications
  • To extract an excel spreadsheet to manually add name, phone number or the like
  • Analysis or combination of personal data

And for your company to be allowed to process personal data there must be a legal basis (remember: consent is one of the legal bases) that allow processing.

Legal basis in GDPR

In Article 6 of the new Data Protection Regulation there are exactly six bases that makes the processing of personal data legal, but to simplify, it’s really just three things your company needs to think about to be able to collect new leads and email addresses in accordance with the new Data Protection Regulation. 

Personal data processing is only legal if one or these following conditions are met:

  1. Consent – The registered individual has given consent to that his or her personal data can be processed one or multiple purposes.
  2. Contracts – The processing is necessary to fulfill an agreement that the registered takes part of or to be able to fulfill certain agreed upon terms, before the registered accepts such an agreement.l
  3. Legitimate interest – Personal data may be processed in certain other situations that the law dictates. If the processing is necessary and if the person responsible for handling personal data deems the processing not to violate the personal integrity, then it’s allowed. It is in other words a judgement call for the person processing the personal data, and if the processing in any way can lead to a violation of the registered individuals personal integrity, it can lead to heavy fines or other consequences for the company in question.

As you can see, consent is one of the legal pillars – and whether you need active consent or not is entirely dependant on the situation and the design of your offer.

As an example…

If you are working with webb analysis, marketing automation, and collect visitor insights on your web page, you must inform your visitors about what happens in the background, and refer them to your privacy policy.

Tip: Do your company have a privacy policy? You can use a prewritten policy template written by Axel Tandberg via the GDPR-service Triggerbee Consent. Use the policy template as a foundation and adapt it to fit your processes, or use the text as is.

Here is an example of how SVT Play inform about their placement of cookies on your computer and the storing your IP-address. They then refer you to their privacy agreements where they explain in detail how they process the personal data collected.

Even though an IP address counts as a personal data in GDPR, the hard part is to find out who actually sat behind the computer – Therefore no separate consent is needed to track a visitor as long as they don’t collect other personal data at the same time.

As you can see, the button only says “Jag förstår” (I understand), which implies that you don’t give away enough data to have your privacy violated.

If you don’t want your IP address to be tracked you have the option to just not use the service, or to shut down cookie tracking in your web browser.

As said, depending on what data are collected, it’s a bit different what you need to document after GDPR enters into force.

  1. Data minimization – Don’t collect more data than you will use.
  2. Purpose limitation – You are not allowed to use the data for anything else than what you explicitly say you are going to use it for.
  3. Storage minimization – Don’t store any data longer than what’s necessary to fulfill the end goal.
  4. Data Protection Officer – Appoint a “dataskyddsombud” (Data Protection Officer) responsible for processing and collection of personal data, to ensure that it follows the rules and regulations (in PUL this position is called “personuppgiftsombud” (data representative))

Consent is probably the one thing that have created the most buzz on the web and resulted in a lot of doomsday articles that predict the death of digital marketing…

This is of course as far from the truth you could possibly get.

But then we are posed with the question…

What is “consent” according to GDPR?

A consent according to GDPR is an active and voluntary act from an individual who, after being informed of the consequences, agrees to having his or her personal data processed in order to receive marketing communication, or in other ways have their personal data processed.

If you leave consent, this works like a kind of “contract” between you and the company you submit your personal data to that limit or allow different types of communication or personal data processing.

According to “Datainspektionen” (Data Inspectorate) a consent must be the following:

  • Individual
  • Voluntary
  • Uniqe

When GDPR replaces PUL the law will say that all companies must document all consent given, so it’s important to know what constitutes as a valid consent and an invalid consent.

It’s also important that you can differentiate a consent according to GDPR and a consent according to “Marknadsföringslagen” (Marketing Act).

Both laws requires their own consent, but for different reasons:

  1. “Marknadsföringslagen” (Marketing Act) states that you need a consent to communicate with prospects and leads.
  2. GDPR states that you need a consent to process the personal data you collect.

But does this mean you have to collect two separate consent?

No, it doesn’t. Depending on the situation/context you almost always just need one consent.

If you formulate your offer clearly enough can you automatically kill two birds with one stone and suffice with one consent for both parts.

Here below we have illustrated a few examples of valid consent according to GDPR, and we have thoroughly described how and why it is valid or not.

Don’t forget to document all consents! You can do this easily with Triggerbee Consent and get complete control over what contacts has given their consent to receive communication.


Consented communication through e-commerce 

If you as a customer fill out your information to finalize a purchase is it implicit that you first and foremost give the e-commerce owner permission to:

  • Process your information for the purpose of finalizing the purchase and deliver the product to you.
  • Send communication related to your purchase or the delivery of the product.

It is on the other hand not implicit that you give the e-commerce owner permission to send newsletters or other communication to you.

If you’re using a ticked checkbox with the text “Jag vill även få nyhetsbrevet” (I also want to receive the newsletter), this is an invalid consent form.

Giving consent must always be active, voluntary and individual. That is not the case when there is a ticked checkbox.

By ticking the checkbox you are giving an active consent to the e-commerce owner to send newsletters to you.

Many wonder what applies if they want to collect email addresses by giving away coupons and what applies for continued communication after someone have submitted their email address.


Example 2

If you have a pop-up that offers a voucher for 20% off your first purchase to new customers.

To receive the voucher you must submit your name and email address.

Since the text only focuses on giving a voucher, there is nothing giving permission to send further communication.

If this was your e-commerce shop and your pop-up, you would only be allowed to give the voucher and nothing more.

For you to be allowed to send communication it must have a checkbox that explain what the terms are.

Instead of just saying “”Få 20% rabatt på ditt första köp”” (Get 20% off your first purchase) it says:

“Prenumerera på nyhetsbrevet och få 20% rabatt på ditt första köp” (Subscribe to the newsletter and get 20% off your first purchase).

And if you tick the checkbox that says “Jag samtycker till att motta digital kommunikation i enlighet med integritetspolicyn” (I consent to receive digital communication in accordance with the privacy policy) you have given permission to the e-commerce owner to send you newsletters and other digital communication.


Samtycke för kommunikation inom B2B

Let’s say you give away an ebook about email marketing.

If a visitor submit their information, then you have permission to process their information in order to send the ebook, but you don’t have permission to send newsletters or other communication.

If you want to be able to send any other communication you must have added an agreement text that refer to the privacy policy together with a checkbox that give you consent to send other digital communication.

You could change the heading to say “Prenumerera på vårt nyhetsbrev och få e-boken om Epostmarknadsföring” (Subscribe to our newsletter and get the ebook about email marketing), but that wouldn’t be perceived like an equally strong offer.


Consent for communication intended for publicists

Many publicits and online newspapers use “Paywalls” or “locked content” to limit what articles different users are allowed to read.

Some want to send you to a payment form, andom some just want the visitor to pay with their email address.

But if it looks like in the example above, that you only need to submit your email to unlock the article, you are not allowed to send any digital communication to the person submitting the email address.

To get consent to communicate with the individuals that unlocks the article, an agreement text must be added that refers to the privacy policy and which describes the terms.

You could just as well change the content to be more descriptive, so no consent would be needed if it’s only the newsletter you want to send out.

When do I need a checkbox for consent?

A rule of thumb is if you offer one thing, but want to send out communication for something else, you need a checkbox together with a text that refers to your “integritetspolicy” (privacy policy).

If you need a checkbox or not depends entirely on the situation and how the offer is formulated.

On a checkout page for example, a newsletter isn’t really relevant to complete the order and to deliver the product, and you then need an active consent to have permission to send newsletters or other digital communication.

The purpose and copy is important in this context, and the whole packaging actually determines if you need a checkbox or not.

Since you also need to document every consent, this is something you need to look over how it’s done.GDPR Checklist – What does your company need to think about when it comes to consent:

  1. Document – Document all consent you collect! You can do this with a service like Triggerbee Consent
  2. Vouluntary – Make sure the consent happens voluntarily. That means no ticked checkboxes!
  3. The right to be forgotten – Make sure you can remove all data from the individuals in your database.
  4. “Personuppgiftsansvarig” (Data Controller) – Appoint a “personuppgiftsansvarig” (Data controller) that is responsible for the data collection process and processing of the personal data follows the rules and regulations.

Triggerbee Consent is a solution that makes it easy for all companies to collect email addresses just like before and at the same time get total and complete documentation over how, when and what agreement they consented to!

EPR – ePrivacy Regulation

Something that has complicated and confused many are the second part of the new “dataskyddsförodningen” (data protection regulation) called EPR.

EPR stands for e-Privacy Regulation and unlike GDPR, EPR regulates how companies are allowed to communicate with customers and subscribers.

Talks about EPR began as late as January 10, 2017, and the goal was that is should be finalized May 25, just like GDPR, but since it had to adapt to the new “dataskyddsförordningen” (Data Protection Regulation) the EU-parliament has yet to had the time.

This leads us to the big question…

How are we allowed to communicate in the future?

EPR will primarily affect the privacy of how we communicate and that is not only regarding email or text messages…

It will entail social media and set higher demands on those managing any type of electronic communication – for example Skype, Whatsapp, Facebook Messenger, Snapchat and similar services.

You will find the swedish translation of EPR on EU’s own website, but keep in mind that most of it could change. It’s all just a proposal and we can’t make any assumptions.

Here are the most important points that your company must take in consideration before EPR:

Content of the communication – Information like time stamps or geolocation in email, chat conversations, snapchat pictures and the like must be anonymized or be removed if the user hasn’t given consent or if it’s not related to payment.

Simpler rules for cookies – All processing of cookies will be controlled from the browser settings in Chrome, Firefox, Edge, Safari, etc.. If this will affect the usual cookie warnings that can be seen on most websites (for example “this site use cookies”) is still something we will be asking ourselves.

Spam protection – Email and SMS spam will remain illegal, and depending on national laws, all individuals will either have automatic protection from spam, or there might be a “do not contact me”-list available.

Summary

GDPR and EPR are constructed to protect the integrity of individuals and to support the business climate within the European market 💪 (this also includes England, Norway, Luxemburg and Island).

GDPR and EPR is positive for all of us. It will contribute to a safer Europe, and in the long run also weed out companies that work in illegal ways.

If your company collects email addresses and serve other businesses, then you must have the processes under control and do your homework – that is something we all must do.

Down below is all the reference material and sources used in creating this articles, and if you have come this far we would like to just say thank you for sticking with us.

You are more than welcome to contact us if you would like to know more about how your company can GDPR-certify your digital marketing and how you can work with simple tools to collect and process personal data in the future.

We have developed Triggerbee Consent so that our customers can collect consent when they collect email addresses, and you can get assistance with it by either contacting us or exploring how it would benefit your company on your own.

If you want to see the awesome examples of lead generation campaigns in one place, then you’ll LOVE this post.

We have personally reviewed and tested over 61 strategies, and today we want to share them with you.

The best part? 

They work GREAT both in B2B and B2C.

Most of these are insanely actionable and only take 5 minutes to implement.

So, if you’re looking for ideas for your next lead generation campaign, you’ve come to the right place.

Let’s kick this thing off:

1. Display a conversion form after visitors have watched your product video

Video is one of the most engaging types of content on the web, but the question is… Can you generate leads from video?

As a marketer, you want to take advantage of every opportunity you can get.

If a visitor is interested enough to watch a full product video or demo, they are probably very interested in whatever you’re selling.

And one of the best opportunities is when someone has finished watching your video.

How to optimize: Combine this strategy with a contest. We’ve seen Click-through rates as high as 88% and conversion rates as high as 16% – that’s pretty good if you ask me. 

2. Use Out-of-stock-products to your advantage

Ever visited a store only to find out that the item you’re looking to buy is out of stock?

Annoying right?

Well, if you’re an eCommerce store owner, here’s a neat hack for you to use if you want to turn your out of stock products into lead generating opportunities.

How?

It’s simple. Just add a form below your “Out of stock”-text that says something like:

“Enter your email to get a notification when this product is back in stock”.

How to optimize: If you know when your item is back in stock, add a timer that counts down to the expected date of arrival for your product.

3. Use Countdowns for Scarcity

There’s a lot of ways to use scarcity in your marketing, and using a countdown is one of the most effective.

First off, it sends a pretty clear message. A ticking clock only means one thing: Time is running out.

And whether it’s for an expiring offer, limited stock or filled seats… a countdown is very universal, and it instantly tickles the brain with mixed emotions.

How to optimize: Don’t use it too often, don’t reset it and REMOVE your offer when the countdown expires. Seriously, every tactic loses its effect if overused, and some of the people who acted on your offer might feel cheated when they find out someone else got the same offer even after the time ran out.

a timer counting down

4. Write a “Buyers guide”

Sitting yourself down to write a “Buyers Guide” can feel like you’re back in the early 2000’s, but people who are evaluating solutions or services are very likely to download it – which means more qualified leads for you.

Here’s the reality:

Over 70% of consumers tend to seal the deal with the first company that provides them with reliable, relevant information about the product or service they’re searching for.

By offering an excellent Buyers Guide, your chances increase of being that first company that provides them with the information they need.

Just don’t forget to have them fill out a form with their contact information before they can read it.

How to optimize: Read the next idea.

a buyers guide

5. Rebrand your “Buyers Guide”

If a Buyers Guide doesn’t fit your brand, rebrand it and make a detailed list of “things you need to know before…” instead.

Instead of calling it “The Buyers Guide to Choosing a Marketing Automation System”, you can call it…

  • “10 Things You Need to Know Before Purchasing any Marketing Automation System”
  • “10 Things You Need to Know Before You Hire a Carpet Cleaner”
  • “10 Things You Need to Know Before Changing CMS”
  • “10 Things You Need to Know Before Choosing Your Next Antivirus”
  • “10 Things You Need to Know Before Starting an eCommerce Store”

These names/headlines are straightforward and focus on what the consumer needs to know before they buy anything.

You could also focus on the negative aspects of your competitors (without dropping names, of course), and then make sure that your company doesn’t fall into any of the categories.

Like this:

  • “The Top 8 Mistakes Digital Agencies Make After Signing New Clients”
  • “10 Sneaky Tricks Car Dealers Use to Earn a Bigger Commission (and how to spot them!)”
  • “7 Common Mistakes When Buying Life Insurance (and how to avoid them)”
  • “How to Avoid Getting Ripped Off When Hiring Contractors”

And so on, and so on… A Buyers Guide doesn’t have to be boring. It is what you make it! 🙂

How to optimize: Create a “viral loop” to spread your guide by asking your visitors to enter two email addresses. Their own email address, and their colleague’s email address. 
If you have your guide in a blog post on your website, add a Content Lock where they have to enter their email address to unlock the guide, and then have a large button at the end of the post where they can send the guide to their boss, or perhaps even a friend.

6. Change your Headline

Probably the oldest trick in the book – but still one of the most effective.  

Here’s the situation:

The first thing your visitors ask themselves is “Okay, so what do these guys do?”

…and then they’ll give you around 5 seconds to answer that question. Not always the easiest thing to do.

The fastest way to answer that question is to have a headline that tells them exactly what you do. Big and bold, right on the front page.

You’d be amazed at how much a new headline can change things. Whether it’s the headline for your offer, promotion or your full website, your headline alone has the power to:

  • Attract a different, more qualified audience
  • Increase conversions by 2x, 5x, 10x
  • Chase away tire-kickers
  • Strengthen your positioning in the market

How to optimize: If you don’t want to change your headline directly on your front page, try setting up a full-screen popup that appears when the visitor decides to leave. Write your new headline in it and add a button that sends them to a landing page where they can sign up do whatever you want them to do.

If your popup gets more clicks than the main buttons on your front page, it’s worth exploring further.

Bonus: Use thesaurus.com to search and find synonyms to make your headline sound more exciting.

7. Use the “Birdhouse”-technique to generate leads from social media

I was blown away when I first saw this. A few months ago, one of my colleagues asked me:

Have you tried this LinkedIn ‘thingy’ where you write a short post about your Ebook and ask the readers to write their Email address in the comments field? There’s this one guy with over 10.000 comments.

After I first saw it, similar posts seemed to pop up everywhere. On Facebook, on LinkedIn, on Instagram – you name it.

Here’s what you need to do:

1. Create an eBook (or whitepaper)

2.  Write a short post on your preferred social media network and tell people why you wrote it, why you’re giving it away and what it’s about.

3. In the bottom of your post, add an engaging call to action: “To get your hands on a copy, write your email address in the comments field and I’ll send you a link!”

It’s that easy.

How to optimize: If your post gets a lot of traction, you will be spending days copying and pasting emails into your list. Instead, create a landing page and link to it in the bottom of your post and automate your list building.

8. Write Content Upgrades for your blog posts

If blogging is a big part of your marketing strategy, it might be worth looking into content upgrades.

It’s a great way to increase the value for your readers and at the same time incentivize them to give away their email address.

What’s a content upgrade?

It’s a short, quick-to-make resource complementing your blog post with some additional information.

As an example, If you’re writing about wellness; a content upgrade might be a list of 10 office-friendly exercises that take 20 seconds or less to do.

If you’re writing about management, a content upgrade might be a short checklist of your top 5 tools for team management.

We managed to get a conversion rate of over 39,8% with a content upgrade in the beginning of 2018.

How to optimize: Get Hotjar, install their script and analyze the average scroll depth on your blog posts. If your content upgrade link is placed below where most readers drop off, move it above that line.

9. Re-brand recorded webinars as “Trainings”

Shopify is a fantastic business, and one could argue they have perfected the art of lead generation.

Not only do they have one of the world’s largest blogs for anyone interested in eCommerce, they also have a bunch of free tools useful for anyone looking to open up shop.

They have tools for downloading free stock photos, business name generators, and even a free dropshipping app. With all these tools stacked up they have created a lean, mean lead machine.

But… They also use something they call “Trainings” that run 24 hours a day, seven days a week.

Their secret? Recorded webinars.

Recorded webinars can be very efficient for generating leads on a daily basis.

Not only do they have an extremely high perceived value, but you only need to record it once (okay, maybe twice) to have your own personal video sales letter.

10. Discount Codes

Swedish company iDeal of Sweden is selling thousands of phone cases each day across the world.

And we’re more than proud to say they use Triggerbee to capture their leads. They do it using a tried and tested technique:

Discount codes.

By offering their new visitors 15% off on their first purchase, they have managed to push their conversion rate up to an impressive 9%. Not bad, right?

How to optimize: Add a personal countdown timer (see the next tip)!

11. Use Personal Countdowns

There are standard, “boring” countdowns, and then there are personal countdowns…

While regular timers count down to a fixed point of time, personal countdowns are session based and reset for every unique visitor.

These are great for visitors you want to act fast since personal countdowns usually last only for about 2 – 3 minutes.

How to optimize: Combine this with the Scroll-box hack [ADD LINK]!

12. Create a Free Tool

A free tool can be one of your best investments when it comes to lead generation. It might take a little development before you get it right, but when you do… You’ll never let it go.

A free tool is not only valuable; it’s evergreen. In other words, if you build the righttool and solve a problem that exists (e.g. “Where can I find more leads?”), you will see excellent results in no time.

Here are a few examples of online tools:

Business name generator
Shopify sells an eCommerce platform, and since they know most of their audience consists of new business owners, they also know that choosing a name for your business can be quite hard. As a bonus, you can even register the domain name with your business name.
You can check it out here.

Headline Analyzer
Coschedule is the “mission control for your entire marketing strategy”. Many of their customers invest heavily in content marketing, and every legitimate blogger knows that writing headlines is one of the most important parts of writing a piece of content. That’s why Coschedule themselves invested in a free headline analyzer. 
You can check it out here, I use it myself from time to time.

13. Get yourself a Lead Discovery tool

Almost every deal start and end on a website these days.

And even if you have only 10, 50 or 200 visitors a month, business opportunities are hiding in your existing daily traffic (and you’re probably missing more than a few).

With a tool like Triggerbee, you can see every individual visitor, identify visiting companies, and send your most interesting ones straight into your CRM or email marketing service for further nurturing.

How to optimize: Integrate your email marketing service and your CRM to send engaged visitors to your sales team. Or, create a conversion widget and use one of the tactics in this post!

14. Use Social Proof to get more signups

Nobody wants to eat at an empty restaurant. But, almost anyone would wait an hour or two to get a table at the hip restaurant with a celebrity chef.

The same applies when it comes to online marketing. You’ve probably seen it before:

  • “Join 39,502 of your peers”
  • “10 000+ happy customers”
  • “15 of your friends like this”

Use it at or around your most important forms to increase your credibility and trustworthiness.

How to optimize: Use the right kind of social proof for the relevant purpose. For example, boasting about your company’s followers on LinkedIn might not be appropriate when trying to get users to download a buyer’s guide.

15. Use a chat to convert visitors and engage customers

Live chats on your website are perfect for generating new leads.

They are super helpful for current customers, and if you or your support agent is AFK (away from keyboard), any interested visitor won’t have a problem asking a question and then leaving their contact info to get a delayed response.

How to optimize: Use page-specific greetings in your live chat to increase the response rate.

16. Get 80% more conversions by hacking scroll-depth

Only about 20% of your visitors reach the bottom of your website. It’s not your fault though — it’s like this for almost everyone.

If you have a call to action or form anywhere near the bottom of your page, that means 80% of your visitors will never see it!

So, how can you solve this?

First, get yourself a tool that measures how people are scrolling on your website. There’s a lot of them out there, but a few good ones are Crazyegg and Hotjar.

Install your tool and let at least 500 – 1000 people visit your website before you make any decisions.

Second, check out your shiny new scroll map and see where the average scroll depth is. As an example, let’s say that you find out that your visitors drop off at around 55% down. Then move your CTA or form to 5% – 10% above that (in other words, 45% – 50%).

Bonus: If you have a tool for collecting email addresses, make sure you can display your popup or callout based on scroll depth (If not — switch tools immediately). Create a new scroll box, and set it up so that it appears 5% – 10% above the average scroll depth.

17. Use the “Babysteps”-method to generate and qualify leads

Would you ask someone to marry you on the first date? Probably not. Instead, you go on several dates and get to know the person before you pop the big question.

The same applies to lead generation. While it’s true that offers with a high value should require your visitors to fill in more information, you don’t need to ask for it all at once.

What if I told you that you could get it one piece at a time? Would you do it?

Here’s the reality: 

Big forms are scary, and that’s a fact. A form with 14 fields feels like filling out a Russian visa application for someone who just wants to access your free trial or download your massive eBook.

And to be honest… it’s a real conversion killer.

Instead, remove every field except the email field (especially the phone field).

Then, go inside your email capturing tool and see if you can target only visitors who have already converted.

If you can, great! If not… well, consider finding a tool that can.

After that, make sure you have an automated email sequence ready to bring your leads back to your website for further nurturing.

Create a popup or callout to appear only for people who previously signed up in your form, and ask for your next piece of information.

How to optimize: Add a download as an incentive for your lead to fill in their next piece of information.

18. Remove all Anti-Social-Proof

You already know social proof can help you grow your email subscribers by a lot.

But anti-social proof? Not so much.

Anti-social proof is an empty restaurant. It’s empty store shelves. A contest with only 5 participants. A TV-show that nobody has ever heard of. An empty comment field on a blog post. 15 Likes next to your “Follow us on social media”-buttons.

Anything that demonstrates your website or company isn’t popular counts as anti-social proof — and this can be a real downer for anyone looking to sign up.

“Well, this doesn’t seem very popular, I’ll just go sort some spreadsheets instead…”

Here’s what you do:

  • Only show a share-button if you have over 300+ shares.
  • Only show company logos that people recognize (if you run a local business, show the most popular brand logos in your area)
  • If you just have a few hundred email subscribers, don’t bother mentioning it before you have at least 1000.
  • Saying you have 10.000 happy users is better than saying you have 50 happy clients (unless those clients are very well known)

19. Use Exit-Intent popups only on essential pages

If you have a few critical pages that any visitor can access without having to purchase anything or sign up, it could be a good idea to put an Exit-Intent popup on those pages.

For example, if you run an eCommerce store, your shopping cart probably has a pretty high abandonment rate.

I mean, it’s the last step before someone needs to enter their payment details — and it’s a scary step.

Many websites display their discount code immediately when a new visitor enters their store, meaning it’s the first thing they sign up for — and payment the last.

Here’s the problem with that:

If they are like any other visitor they’ll browse around for 15 minutes, put a few items in their shopping cart and if they can’t see any indication of that discount code they were promised… they’ll visit your shopping cart only to abandon it.

Maybe you gave them a code to copy immediately after they signed up? Well, what if afterwards, they copied a link to send to their friend?

Bye bye discount code.

Sure, you could probably send them an abandoned cart email — but wouldn’t it be better if you could display your discount code in just the right moment?

The chances of them using your discount code is way higher if you give it to them just before the moment of purchase.

The same goes for B2B. If you put your Exit-Intent popups on key pages — for example, your Case Studies, Contact us, or Book a Meeting, the chance of someone converting is significantly higher.

How to optimize: Add a countdown to increase the sense of urgency.

20. Write an eBook

Okay, here’s the truth: Most people probably won’t read your eBook cover to cover.

But, it’s still one of the most effective lead generation techniques to use because you literally don’t need anything other than:

1) a headline

2) a topic to write about

3) a few hours to spare

How to optimize: Increase conversions by offering a sneak-peek and let visitors read a page or two from your eBook directly on your website. Make sure the preview ends with a cliffhanger, and you got yourself a lead machine.

21. Create Popups for Visitors from Social Media

Over 70% of your visitors expect at least some degree of personalization, and there are a number of ways you can tailor content to them.

Whether you’re looking to generate B2B or B2C leads, tailoring your conversion forms to the visitor’s source can increase conversions by a lot.

Let’s say you’ve written a blog post. You’ve shared it on Facebook and LinkedIn, and the traffic is pouring in.

Instead of having just a general content upgrade or a regular newsletter form, separate the traffic from those sources with a UTM-parameter.

UTM parameters will help you differentiate your visitors and keep track of who comes from where.

When posting on Facebook, just add this little snippet after your link:

?utm_campaign=facebook 

When posting on LinkedIn, add this:

?utm_campaign=linkedin 

If you’re posting it anywhere else, just switch out the word “facebook” or “linkedin” in the above examples to whatever you want.

Your full links should look like this (don’t forget the slash “ / “ before the question mark “ ? “):

Then go into your conversion form creator, and create a new form that appears only for visitors coming to your website from those separate sources.

It could say…

“Only for Facebook fans: Download the free 7-step checklist for a healthier life”

Or…

“Only for LinkedIn followers: Download the eBook 7 steps to a better workplace”

How to optimize: Make it part of your Babysteps-funnel, and make the tone in your copy sound very personal.

22. Add a Secondary CTA

If you only have one CTA (call-to-action) at the top of your page, you’re probably missing out on a lot of action.

Unless your website has a great visual hierarchy (a clear path for the eye), the average visitor is relatively unobservant.

Most probably won’t look where you want them to, and that’s a fact. Especially when considering that the average time on a website is around 15 seconds.

To fix this, add a secondary CTA in the bottom of your page to make sure that anyone who just scrolls through your website also sees your primary action.

23. Pre-fill Your Forms

Over 70% of your visitors expect you to recognize them when they return to your website.

And there’s no bigger conversion killer than letting your visitors manually fill in your forms each time they want to download or register for something.

Pre-filling forms for already converted visitors is one of the best ways of saying “Welcome back”.

So, the next time you’re promoting your new eBook, webinar or white paper to your email database, try adding a pre-fill on your forms to make it easier for your leads to get their hands on it. This automatically adds any information you already have about them in your forms.

How to optimize: Pre-fill your checkout form for repeat customers if you run an eCommerce store. See Amazon’s 1-click checkout process as an example.

 24. Send out an “Oops”-email to instantly increase your open-rates with 10%

Conversions aren’t always about making new visitors take action — sometimes it’s about getting prospects to take the final step.

If you’re nurturing leads with an email sequence, it can sometimes feel a bit too much “auto” — like you’re using a robot to deliver pitches.

Often, this leads to lower and lower open rates, which in turn leads to lower and lower click and conversion rates.

So, how can you instantly double your email open rates?

Send out an “Oops”-email. An Oops-email is a two-part email, where the first contains all the content along with a button that doesn’t work.

Yes, that’s right. Add a button or a link, but use an address that leads to a 404-page.

Then, shortly after, send out an email that states:

“Oops, looks like I forgot to add the correct link in the previous email. Sorry, here’s the right link: http://domain.com”

That’s it. But, don’t use it too often. People are smart, and it won’t be long before someone calls you out, but it’s a great tactic to use if you have something exceptionally important to say.

How to optimize: If you’re sending out an offer, don’t forget to mention that it’s available in limited quantity 😉

25. Use Scroll Boxes

If a popup appears precisely 0.2 seconds after you’ve just landed on a website, what do you do?  

You will probably react as Liam Neeson did in Taken.

You will find the X, and you will click it.

You probably won’t even have the chance to see what it says. And that’s exactly why scroll boxes work so well.

First, they only appear when the user has shown some engagement. They have shown that they’re interested enough to scroll down to read more, and second…

It won’t block the entire website.

Scroll boxes appear in one of the corners on your screen, so they’re a bit more subtle. It won’t interrupt your entire browsing experience, and it still lets your visitor read your content.

It’s the pleasant way of collecting emails.

How to optimize: Check your average scroll depth using Hotjar, and set your scroll box to appear 5% – 10% before that.

26. Make your 404-page a conversion machine

A 404 page is the page you end up on when you try visiting a web page that doesn’t exist.

And it’s the perfect place to ask for an email, but… you have to do it smartly — otherwise, your visitor will hit their “Back”-button faster than you can spell out the word “Wait!”.

Keep in mind that your visitor was looking for something. They were giving you the gift of their undivided attention, and then something went wrong.

In a moment of frustration like this, signing up for your newsletter is probably not the main thing she is looking to do.

Your visitor was trying to get somewhere, so you need to have a ridiculously good reason as to why someone should leave their email address right there and then.

Trying to engage visitors on a website is a little like trying to have a meaningful conversation with a brick wall.

It might look nice, but it has a limited capability of talking back.

Other than a search form and a few links, your 404-page could contain a small gift. A little easter egg — as an excuse.

Just like a bouquet of flowers can make up for (almost) any argument, an eBook found nowhere else, a checklist, case study or something of value can make up for them ending up on your 404 page.

So, instead of just having a headline that says: “Oops, something went wrong”.

You could say something like:

We’re sorry, that page doesn’t exist. As a consolation, download a copy of our eBook/Whitepaper/Report for XX! 🙂

How to optimize: Display a personal countdown for some added urgency to the offer.

1. Capture Abandoning Visitors With Exit Intent Popups

Exit-Intent technology has been around the block more than two times, but that doesn’t mean it won’t capture any leads.

Most internet users have between 5 and 15 tabs open at any given moment, and with the average time spent on a website being around 15 seconds…

You don’t have much time to make a great first impression. Unless…

Enter Exit-Intent! By using a full-screen popup that appears only when the cursor moves up towards the other tabs, you can stop almost anyone in their tracks and earn yourself a few more seconds of their attention.

How to optimize: Make sure you have a clear, short, compelling headline and message. An Exit Intent popup creates the perfect moment for you to give away a Buyers Guide, your best Case Study, or perhaps even a discount code.

28. Remove unnecessary form fields

Your conversion rate drops by an average of 25% for every field you add in your form.

Make sure you think through which information is essential to collect for your specific promotion and edit your form accordingly.

I mean, do you really need the address or phone number, or is it something that you can ask for at a later point?

How to optimize: Use an enrichment service like Clearbit to extract company information (revenue, employees, industry, etc.) from email addresses.

29. Make your Buttons say precisely what they will do

Clear communication is vital, both online and offline.

So, instead of having your buttons say “Book Now” or “Download”, try making them state exactly what they’ll do instead.

If you want your visitors to download an eBook, make your button state:

“Send to my inbox” (instead of download)

Or if you want people to complete a purchase in your eCommerce store, make your checkout button say:

Pay and complete purchase” (instead of just “Complete”)

30. Use the AIDA-formula

It doesn’t matter if you’re generating B2B or B2C leads. Making people leave their email address is always a daunting task.

But, there’s a way of structuring your copy — your texts, your content — so that it draws the reader in and earns you a few seconds of much-needed attention… Meet AIDA.

AIDA is a simple copywriting formula have been used by marketers and copywriters all over the world to sell billions of dollars of products and services, across all industries.

Read on to learn how you can use it too.

AIDA is an acronym for:

  • Attention
  • Interest
  • Desire
  • Action

First, you need to capture your visitor’s attention.

Then, you need to tickle their mind to get them interested in your offer.

After that, you need to present some fact to make them WANT to read more (or purchase, or sign up, etc.)

Last, you need to ask for the action.

The whole purpose of this is to make your visitor read what you have to say, and poorly structured content won’t do that no matter how long you’ve spent writing it.

How to optimize: You don’t optimize AIDA, you just learn how to write better.

31. Run a Contest

Contests are the lifeblood of many lead generation programs worldwide.

For example…

Monster ran a contest in 2005 where the winner would get their student debt paid off, up to 100.000 SEK (around $10k). Over 250 000 Swedish students entered the contest.

Shopify started their famous Build a Business competition back in 2010 where they would give away $100.000 to whoever could build the most profitable business with the help of the Shopify platform, and the result they got was amazing:

  • over 1,378 new store signups
  • added monthly revenue of $400,000 for Shopify at the contest’s peak
  • $3,543,191 total revenue made by store owners

Running a competition might give your visitors the push they need to give your service or product a try.

32. Retarget Website Visitors With Your Blog Posts

Retargeting helps you create the illusion that your company is “everywhere” — even if it’s just in their social media feeds.

Add a Facebook retargeting pixel to your website and retarget every visitor with one of your best blog posts.

If they click through, use an Exit-Intent popup to capture their email address.

How to optimize: Add a super-valuable content upgrade to your blog post to increase the chance of conversion.

33. Host Physical Seminars

Even though digital is all the hype right now, offline events still work. This is especially true if you’re local and inviting people from the same industry.

Run some Facebook and LinkedIn ads to a landing page where they can register for your seminar, send out a promotion to your email list and if you have invited a few partners — send out promotions through their lists as well.

How to optimize: Pre-fill the landing page form for faster registration, and don’t forget the “Invite a friend”-button on the Thank-You page.

34. Show your conversion form after 3 clicks

The visitors who stay the longest are also the ones who are most likely to convert for any of your offers.

Try setting your conversion form to appear after 3 – 4 clicks/pages instead of immediately.

35. Use Exit-Intent Widgets on pages with the highest Bounce Rate

Log into your analytics platform and find the pages with the highest bounce rate, then add an exit intent widget.

If one of your pages has an unusually high bounce rate, your visitors probably think that something is missing (unless it’s a viral blog post).

By adding an exit-intent widget you get a second chance, and if you’re lucky… an email address as well.

How to optimize: Give away an eBook related to the contents of your website.

36. Display conversion forms when a visitor clicks a button or link

The best conversions come from the heart and voluntarily. Instead of interrupting the browsing experience, just make someone click a link to open a popup instead of displaying it automatically.

How to optimize: Make sure you have a strong CTA and an excellent offer to incentivize the click.

 37. Create an industry report

Unique data is one of the most popular and valuable sources of information on the internet.

As an example, Social Media Examiner collects tens of thousands leads from their annual “Social Media Marketing Industry Report” every year, and so does Hubspot with their “State of Inbound”.

To get started, you can create a survey and ask your customers how they feel about a particular topic, then release it as a yearly report.

A great tool to use is Survey Anyplace because it improves your data collection by improving your surveys.

Most surveys today overlook the respondent’s experience, which is why they produce such low response rates. Their survey maker creates modern-looking surveys that engage respondents, are easy to answer, and use cutting-edge mobile features.

On top of that, you get higher response rates, better feedback and in the end… a better report.

How to optimize: Getting people to answer your surveys can be a challenge. Read this blog post on Survey Anyplace’s blog about how you can improve your response rate. 

38. Collect and share ideas from industry experts

Gathering tips and tricks from experts within your industry has always been valuable.

It partially lets you “borrow” authority from those experts since the information comes from you or your company.

And also, expert advice is almost always welcomed.

How to optimize: Make the download available only for a limited time window, or collect all expert advice in an eBook and make it your primary downloadable resource.

39. Use your support team to create content that converts

The team that knows most about your customers is undoubtedly your support or customer success team.

They are in constant contact with the problems of your business, and one could argue – the most critical team of them all.

Talk to them and find out what your customer’s most significant problems or questions are, then create eBooks, whitepapers or case studies based on what they want to know.

How to optimize: Use their exact words when trying to answer or clarify a question. Instead, learn how to give better answers. Your customer’s point of view is very different compared to your point of view, so learn how to read between the lines, but use their words to describe it for them.

40. Remove the word “Spam” from all forms

Being realistic and honest is not the same thing as making a customer feel comfortable.

If you say: “We promise not to send you any Spam” right before someone can submit a form with their email address, the chances are that’s all they’ll see.

Try rephrasing that sentence to say something more inviting, or remove it completely. An alternative is to use an icon of a padlock on your submit button, making it feel like a “secure checkout”.

41. Use a Content Lock or Paywall

Don’t want to use popups? No problem. Other alternatives are just as effective when used correctly.

A content lock is pretty much what it sounds. It locks part of your content, and the only way to make it disappear (or unlock the content) is to give up your email address.

Content locks are popular amongst newspapers and large business blogs since it feels a bit more subtle and sophisticated compared to interrupting the visitor with a popup.

How to optimize: The most effective way to use a content lock is by giving away – and locking – extra list points. For example, if you write a blog post about “The 7 most effective ways of losing weight” add three more bonus tips at the bottom and hide those last three tips with a content lock.

42. Make your About-page a conversion opportunity

Did you know that your About-page is one of the most frequently visited pages on your website?

If not, you do now.

About pages usually tell a story. A story about how your company got started, what sparked the idea, who’s on your team and what values upon which your business is built.

Humans love stories, and a carefully crafted About page could be just as engaging as a well-written biography. It’s also why it makes perfect sense to invite them to join your newsletter.

Try adding a form to make your visitor sign up for your newsletter, take the opportunity to give away your best case study or why not give away your best eBook?

How to optimize: Write a better story about your company, or outline the way you work together with a story about your company.

43. Answer Questions on Quora

This one might not be directly related to capturing leads, but it’s a tactic that leads up to the desired result.

Quora is a platform where you can answer questions about any topic remotely imaginable.

It’s also a great way to build up your authority, because the more questions you answer, the more people will see it.

How to optimize: Figure out a few keywords that relate to your business and sprinkle those keywords in your answers. Their search algorithm looks for exact or containing matches within your search phrase.

44. Send Slideshare traffic to a Landing Page

LinkedIn owns Slideshare, and if you use it right, you could get some incredible reach.

You can upload PDF’s, Powerpoint presentations or images to create a slide deck visible to the world.

One of the perks of using Slideshare is that any links or buttons you add in your PDF are also clickable in your slides.

If you ever host a webinar, upload your slides to Slideshare and send it to the attendees.

If you ever speak at an event, upload your slides to Slideshare and share it with your email list.

How to optimize: Make it part of your content strategy and create short versions of your best blog posts as slides, then upload it to Slideshare.

45. Write Speaker Notes from conferences

The speakers at large conferences are usually pretty well known in your industry, so why not “borrow” their knowledge and turn it into a lead magnet?

Try listening to as many speakers as possible, write detailed notes and share it as “Speaker Notes from Conference X” to your email database.

It will be irresistible for everyone who wanted to attend, but couldn’t.

How to optimize: Sometimes it’s possible to get access to the list of attendees as a sponsor of the event. If that’s an option, try sending out your speaker notes the day after for the best results (We managed to do this once, and we saw open rates of 81%, a 56% click-through rate and a conversion rate of around 60%)

46. Create “Industry Landscapes”

Research comes in many forms: Infographics, industry reports, industry states, lists, and last but not least…

Landscapes.

Every year, Scott Brinker over at chiefmartec.com finds every single company in the marketing technology space and adds their logo in a really, really large infographic.

When they released their infographic in 2017, they had over 5 000 companies, and it’s been shared over 7 900+ times on social media.

Now that’s some serious reach.

You don’t need to find every single company in your niche or industry; this would almost be impossible for some.

Instead, you could do a trend analysis and create a landscape where you compile the fastest growing companies within that trend, and at the same time get valuable insight about where your industry is heading.

47. Engage in a strategic partnership offer

What’s the best form of marketing? The kind that doesn’t come from you.

Here’s a fact:

Over 70% of consumers trust reviews from other people more than information coming from your company.

This is why testimonials and reviews are so powerful.

But, people still trust companies they like, and if you can get other companies to tell their customers about you, it’s a very trustworthy type of marketing.

We’re all biased towards thinking that “This company wouldn’t endorse that other company unless they’re just as great”, so when you get an endorsement from another company, it’s a very trustworthy way of getting your name out there.

If nothing else, a partnership lets you reach an audience you otherwise wouldn’t be able to reach.

How to optimize: If possible, bundle your products and sell them at a discount (or as a once in a lifetime offer).

48. Add a link to your email footer

Okay, so this tactic is what made Hotmail into the beast it once was, and you can adjust it to fit your marketing strategy.

Whether you have an event coming up, an important webinar or perhaps a new downloadable resource, add a link just before or right after your contact information.

How to optimize: This tip isn’t lead generation specific; try not to use images in email footers. Focus on delivering value.

49. Use Quizzes

Almost everyone love to test their knowledge and compare their results to others.

Most think of viral sites when they hear quizzes, but it turns out it works quite well for lead generation as well.

Not only do you have a chance of collecting some valuable information about your audience, but you’re also gamifying the process of collecting email addresses.

Use a service like Quizzr or QuizPop to create your quiz, and send the results to their email address. Easy as that.

How to optimize: Add a scoring system to be able to provide different results depending on the chosen options.

50. Create a PDF to present your stack of tools

Do you know anyone who doesn’t want some insight into how other companies manage their business?

Present the tools you use for marketing, sales or management (depending on your industry), and give it away as a content upgrade or whitepaper.

51. Create a Free Online Course

A lot of people make over 6-figures selling online courses alone. It’s the future of learning, and it’s one of the best ways to generate B2B leads.

How do you ask? Well, there are a few ways you can put your course together.

One way is to write everything from scratch, record some instructional videos and start handing out your free course. Note that this is very time consuming, and will probably take you a few months if it’s your first time.

Another way is to find a lot of old content, update and restructure it, and put it together as a text-based course. This is probably your best bet if you want to get it out there quickly.

How to optimize: As a final step of your course, host a webinar where you sell your students on your product or service.

 

52. Offer a free trial or demo account

Would you buy a car without test driving it first?

Would you buy a home without going to the open house first?

Probably not. Your free trial is your open house or test drive – and it’s how most users prefer to evaluate and buy products.

How to optimize: Don’t forget to have a clear plan of how you convert your free trials into paying customers, or else it’s no use.

53. Give Away Special Offers at Conferences

Conferences are a great place to meet new people, but you need to have a plan in place to get any value from it.

Whether you’re just an attendee or displaying with your company, you need to have something to give those you speak with.

No, business cards or funny stickers aren’t enough to drive sales.

You need to offer them something special, a deal only for them, just because they happened to be at the conference.

A free account, consultation or review, a few free hours of development, whatever you can give away, give it to them.

But, don’t forget to take their business card or contact information in exchange.

Even if conferences might not be your best forum for customer acquisition, free giveaways are a great way of getting people interested in speaking with you.

54. Add security seals

People still feel sceptical about leaving their contact or credit card information on the internet.

Payment services and SSL certificates all have security seals for you to display wherever you need to ensure your visitors that their information is safe with you.

Adding them to a checkout page or on a page with a form can dramatically increase your conversion rate.

How to optimize: Don’t add a security seal from a payment service if it’s just a conversion form. People might think they are initiating a checkout.

55. Use More Testimonials

Testimonials are one of the most persuasive types of social proof, and that’s precisely why you should use them frequently.

Insert testimonials around your conversion forms, in your checkout or anywhere your visitor can leave their information.

It acts as a constant reminder that they are in good company.

56. Use Behavioural and Interest Targeting

One of the worst things with retargeting ads is that you can continue seeing ads for products you purchased two months ago – like I recently experienced with my shoes.

I like my shoes, but I don’t feel that I need another pair anytime soon.

Behavioural and Interest targeting does the exact opposite — instead of displaying offers based on past behaviour, it lets you target communication to what your visitors are interested in as of right now.

That means that you can show a popup ONLY for returning visitors interested in Adidas shoes, or marketing consulting, or management consulting.

Triggerbee offers this feature for Conversion Widgets, and if you’re interested, you can go here to schedule a demo.

57. Segment your website visitors

It’s a common practice to segment your email list before sending out campaigns, but website traffic?

You can divide your website traffic into groups based on different criteria like:

  • Number of page views
  • Visits from campaigns
  • Interest on your website

This is very helpful when trying to convert visitors into leads and customers because you can create different conversion paths for people who are more interested in X than Y, or the other way around.

Having insights like these makes enables you to market far more personal compared to sending your leads the same email sequence, no matter who they are.

You can do this with a tool like Triggerbee.

58. Take users on a journey

Instead of using the good ol’ product video to demonstrate your product, create an experience where your visitor can follow a story that connects the dots between the problem you’re solving, and how your users can solve it with your product or service.

59. Use non-responsive pages to collect emails

Your website needs to be responsive, that’s old news. But, if a part of your website is not…

Put up a specific landing page for mobile visitors with a form where you ask your visitors to give up their email address so you can send them a link to the desktop version.

The best-kept secret about lead generation is that you only need a good reason, nothing else.

If you have a good enough reason for anyone to leave their email address, most will. You don’t need flashy eBooks or large reports (although it helps).  

60. Switch places on your Yes/No button

This one is a little sneaky, but it’s effective. Just make sure you use different colours on your buttons (green for “Yes”, red for “No”) to not confuse anyone too much.

When something pops up, most people’s first instinct is to look for the “No”-button to the right (or the X in the corner) — but if you switch positions of your buttons, you might earn yourself a few more leads.

61. Host 30-day Challenges

We’re not talking about challenges like the ones for awareness, but rather 30-day challenges created for anyone to reach their desired result.

For example, a lot of personal trainers use challenges to get people to join their classes or online coaching programs. When it comes to workout, just getting started is half of the work.

But, it’s in no way limited to fitness. You could might aswell do a “Get 10 high-paying clients in 30 days”-challenge and get the same results.

62. Collect leads using Facebook Lead Forms

If you’ve never tried using Facebook to generate leads directly in their newsfeed, you are missing out on a great opportunity.

In 2015, Facebook rolled out their new advertising feature called “Lead Ads” which let you create a lead form, and promote it just like you do with any other ads.

It only takes 10 seconds or less for users to submit their information since Facebook already have their email address, name, street address, phone number and any other information you could make use of.

63. Last date to decide

If you’re hosting an upcoming event, seminar or webinar — there will be more than a few people visiting your landing page without the intention of making a decision right there and then.

And even if you have stated the last date for signing up, big and bold, most of those indecisive people probably won’t remember to sign up until it’s too late.

Instead of just letting it pass, why not offer to send them a notification the day before you close your registration?

It’s a great way to make them commit to a small “Yes” in the beginning, and it’s also an easy way to make them attend your event.

64. Use personal video email

There’s a new gold rush sweeping the internet, and you better hop on the mining train before it’s too late.

If you’re in sales or marketing and are looking to increase revenue, what this little technique can do for your bottom line will shock you…

Thousands of people just like yourself are making a fortune only by sending personal video greetings to their leads via email.

Why?

It’s as personal as it can get.

You can’t fake saying someone’s name in a video.

You can’t fake talking about your last meeting.

And there’s almost no way of building up a personal relationship with email, the way you can with personal video.

It’s not lead generation per-se, but it might count as deal generation.

Check out one of the tools below and start setting aside a few hours each day for answering emails – you’ll need it.