Marketing Tech and Trends | Accounting & Finance Show Americas 2021

Marketing Tech and Trends | Accounting & Finance Show Americas 2021

Marketing Tech and Trends | Accounting & Finance Show Americas 2021

Creating-Killer-Content

Marketing tech and trends: How to use marketing to create measurable revenue

Accounting & Finance Show Americas 2021 | May 18, 2021

Moderator: Jennifer Palmer Farrington, Founder & CEO, YourMarketer LLC

    • Is your technology talking to each other?
    • How can you adjust your CRM to fluidly inform your sales team?
    • How are you measuring the ROI on your content?
    • Standardizing client NPS to create communication and inform changes

Nancy Leibig, Director, Brand and Marketing Strategy, Crowe

Sarah Cirelli, CMO, Grassi

Bruce Ditman, CMO, Marcum

Stephanie Koutsares, Sr. Manager, Baker Tilly

    How to Create Killer Content

    How to Create Killer Content

    How To Create Killer Content

    Creating-Killer-Content

    Today, there is a never-ending flow of “content” and “thought leadership” available for B2B companies.

    Thoughtfully created and properly targeted content can be evergreen and attract new clients to your business. Very often, however, content is created just for content’s sake, without a strategy to engage the right audience or track and measure its success. The result is basically noise.

    To cut through all this noise you need to take a few crucial steps that will ensure you are reaching your audience at the right time.

    Your first 2 steps

    The first two things you need to consider in detail are:

      1. Who is your target audience?
      2. How are you going to measure the success of the content you produce for your audience?

    1.  Identifying your audience

    The first step in the content marketing process is taking a moment to figure out who your content is going to target.

    The answer to that question can be more challenging than expected, especially if your company works with a wide range of clients across multiple industries or provides numerous services in specialised fields.

    If this is a piece on a service that crosses multiple industries, start by identifying your best clients. These clients are the ones you are most connected to, the most comfortable with, and the ones most likely to provide you with a referral.

    Even if it is a specific topic, picture a client that fits the criteria and write as if you are speaking directly to them.

    This is a useful starting point because you are at your most comfortable communicating with this audience. Discussions feel natural when you are talking to someone with whom you are at your most comfortable.

    What’s in it for them?

    Once you have that specific audience member in mind, consider how your content topic will benefit them and how it will help their company in the long run.

    I picture sitting down and talking over dinner, where we are relaxed and chatting excitedly about an interesting service and topic that is going to help their company save money or get to the next level. From there, expand this process out to other companies similar to your ideal client to create your target audience.

    Craft the content

    Don’t be afraid to use a ghostwriter to craft the initial draft of the piece. Writing isn’t natural for everyone. In the accounting industry and in other professional service firms, writing isn’t always an inherent talent. Using a professional writer who can sit with someone for an hour on the phone to create an initial draft, helping to get an article started, is money well spent to provide original content.

    Reach Your Audience

    Once your content is created, you need it to reach your target audience.

    Timing: When to publish

    Firstly – and I can’t stress this enough – timing is everything. To reach your audience with content they care about, you need to be strategic in selecting the most optimal time for its release.

    An clear example for my industry is providing our year-end tax tips in December, not in May. That same content−no matter how well made will not perform as well if it’s pushed out at the wrong time of year.

      Channels: Where and how to distribute

      Displaying your content in the right places is just as important. To create the optimal mix, think about where your audience receives their information. Some possibilities to consider include:

        • Associations: If your content is specific to a trade or industry, pushing it with that association is a great way to get it distributed. Associations have a critical mass of large, specialised memberships. Fostering a strong relationship with these groups is extremely helpful. They can push your content to their membership and provide you with speaking opportunities.
        • Website SEO: If you are posting your content to a blog or on your website as an article, you need to use the right keywords to drive traffic to your content. This can get sophisticated with proper coding for increased SEO, but it is well worth the extra time it takes.There are many plug-ins for WordPress and other sites that can assist with SEO and keywords, ensuring you are getting the most out of your content and making it easy for people to find it.
          And everything, please, for the sake of all the time you’ve invested on writing your content, needs a call-to-action, such as a way for visitors to contact you or vice versa. What is the next step that you want them to take? Make it clear what action you want your audience to do or take after consuming your content.
        • Social Media: If you are planning to promote your content through a paid ad strategy, social media can be a great option. Most platforms allow for highly targeted ads at extremely cost-effective pricing levels. Targeting can be broken down based on industry, title, and location, giving your ads a laser focus to reach that food manufacturing business owner in Pennsylvania, for example.
        • External Publications: Marketing and PR departments should look to publish content both internally and externally. You need to get as much amplification for your content as possible, otherwise you are speaking into a vacuum.
        • Public Speaking Opportunities: Look into turning your article into a presentation for a trade or industry association event. Speaking opportunities are incredibly helpful for sharing content. Public speaking opportunities allow you to meet prospects face-to-face. While smaller in scale than a national media campaign, these personal interactions create the strongest relationships, especially for B2B partnerships which are built on trust.
        • Repurposing: If the core criteria of creating meaningful, evergreen content with a purpose and a specific audience is met as outlined above, the content can be reused to have a longer shelf-life. Transcribe a video to create an article. Repost a piece of thought leadership to your blog or website a year later with a new intro paragraph. Convert a case study into an infographic. Good content is good content.
        • Webcasts: Your presentations can also be repurposed as a webcast. Unlike the more personal interactions provided by a public speaking engagement, webcasts offer a larger, national audience. The numbers are also greater, especially if the webcasts are offered on-demand. Offering CPE or CLE professional credits can draw in a bigger audience while remaining targeted to an industry or title.
        • Infographics for Social Media: All audiences want easy digestible and visually appealing content. Infographics accompanying a longer form article or webcast help attract more viewers, increase engagement, and draw leads in the door and are easy to post on social media.
        • Sponsored Content: Earned media gives you a broader reach, and those links can be shared on social channels and your website. Using content for an op-ed before it goes on your website provides a much wider audience and the halo effect of being recognised by a media outlet. If you can’t get your content published for free, sponsored content in a key publication for your audience is a great tool as well.

      2.  Measurement

      Measuring and tracking success is important to understand whether your content campaign should be ramped up, wound down, or repeated in the future.

      Simply put, if you’re not tracking performance, you are missing an opportunity to learn your current efforts and improve your next campaign.

      If your primary goal is to get new visitors to your website, make sure you are leveraging technology to aid tracking. Be sure to review your website analytics and have your web pages fully integrated with your CRM capabilities.

      You should know how many people are clicking across your webpages, which calls-to-action are most successful, how you are acquiring visitors what your top performing webpages are, typical amount of time visitors are on your website, and more.

      While closely monitoring on a weekly basis is important to handle any unforeseen issues, the real measurement of a campaign should come after two months and be repeated every month for at least six months in total. Knowing what topics are “hot” to your audience based on hard metrics can guide your content development for the future.

       

       

      B2BMarketing IgniteUSA 2020 Conference
      May 27, 2020 | 5:15 EST

      Jennifer Palmer Farrington | Founder and Chief Executive Officer, YourMarketer LLC

      PRESENTATION DOCUMENTS:

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      What Characteristics Should I Look for in a Marketing Leader?

      What Characteristics Should I Look for in a Marketing Leader?

      What Characteristics Should I Look for in a Marketing Leader?

      No Goals No Career

      When Hiring a Chief Marketing Officer, Look to Match Their Qualities to Your Business Needs.

       

      Executives understanding of the importance of the marketing function has certainly progressed in the B2B sector as technology tools increased the ability to showcase return on investment and map the client journey.

      Data analytics and artificial intelligence can mine your CRM and lead generation systems, providing a wealth of forward-looking information. Your marketing leader can analyze the data and provide your executive leaders and Board with critical, time-saving information for your business that can be incorporated into your strategy, leading to enhanced market position.

      But when it comes time to hire a Chief Marketing Officer, many companies fail to look for the individual’s attributes that will match the needs of their organization, and instead, include a wish list of everything the company wants to accomplish, leaving the rest of the C-suite to wonder why the person they hired can’t succeed.

      You need to start with creating a clear job description based on your business strategy.

      What strategic aims are trying to accomplish over the next 5 years? Is it brand building? Revenue growth? Expansion of offices? Expansion of existing client services? This determines the type of marketer you hire – you need to couple the Marketing Leader’s capabilities to your organizational strategy and business needs. Trying to ask them to do everything is a recipe for disaster.

      Marketers’ skills are strategic, tactical and creative. Finding a unicorn with all proficiencies is rare. Determine what kind of skills your organization needs – today – in your Marketing Leader.

      For simplicity, I grouped the marketing leaders into four major leadership categories, highlighting a few pros and cons of each.

      The Marketing Strategist

      Marketing-Strategist-LeaderThis leader looks at a business plan and sees where marketing can make the most impact. They provide vision and clarity on how marketing can help improve business today and tomorrow. They can translate this into meaningful numbers for the CEO and provide data analytics to support marketing programs and demonstrate success.

      These strategic thinkers move quickly and aren’t afraid to try new things and will pilot new programs, learning from them and scaling up from there. They believe if you fail, you should fail fast and learn what from it. Don’t fear failure!

      Their biggest strength is flexibility. They can change and modify plans as needed, getting teams engaged and excited to “go with the flow.” They can also be your biggest advocate and brand ambassador, motivating others internally and externally. They view everything through the lens of the client/customer experience. The Strategist wants to improve that experience and keep them engaged.

       

      The Marketing Tactical Expert

      Marketing-Tactical-LeaderThe Tactical leader is an expert in the multiple functional roles of marketing, such as branding, public relations, CRM, email marketing – and was in many of those roles over the years. They mastered many of the skillsets and can still do the work if needed. This is the “roll-up the sleeves” type of person.

      They have a high degree of knowledge which allows them to mentor others and provide training to the whole team. You know that if you give them a project it will get done. They are marketing experts – the implementers and “doers” – and are particularly valuable to smaller firms and start-ups.

       

      The Marketing Operations/Administrator

      Over the course of my career, this is the most frequent type of marketing leader I’ve seen. This individual will structure, organize, put reporting into place, and have the marketing staff shifted to maximize efficiency.

      Marketing-Operations-LeaderHowever, unless they also have Strategic skills and are able to tie their marketing strategy to business goals, they are short-term fixers.

      This isn’t to say that you don’t need a Marketing Operations individual, you do!

      You simply need to find a leader with complementary traits – Operations and Strategy – or hire an additional individual to handle those elements separately.

       

      The Creative Marketer

      Creative-Marketing-LeaderA Creative leader has a mind that sees your target in the marketplace and thinks, “how are we going to grab their attention and turn them into a client?” They are great at putting together impactful campaigns, finding new technology, and diving into digital mediums to target and segment your audience. They will lead your staff into new territory and excite them to work for your company.

      Contrary to popular belief, not every marketer is creative. In fact, I’ve found that unless you are hiring specifically for a creative individual, most are not. So, don’t take it for granted that you will have a Creative marketing leader, and if you do – treasure them!

       


      Now, you may find a marketing leader with both strategic and tactical skills, or strategic and administrative or any of the various couplings. As you interview candidates ask their approach to projects, opportunities and how they lead their team. This will indicate the type of behaviors they have and help you determine if they are the right fit for your business’s needs. Don’t expect to find someone with all attributes – hire for what your specifically need. Unicorns are rare or impossible to find for a reason!

      It is not always easy to find and hire a Chief Marketing Officer. But by determining what your company’s business goals are, you can determine which kind of leader or mix of marketing leadership attributes you need to thrive.

      3-Steps to Take When Hiring a Head of Marketing

      3-Steps to Take When Hiring a Head of Marketing

      3-Steps to Take When Hiring a Head of Marketing

      No Goals No Career

      Choosing a marketing leader is far too important to your business to waste time hiring the wrong one.

       

      Ask 20 CEOs about the responsibilities of a Head of Marketing, and you’ll receive 20 answers, all varying in scope and the position’s ultimate accountability. How is it that, in 2020, one of the most critical functions in an organization, especially for B2B companies, is still so misunderstood?

      Understanding of the importance of marketing has certainly progressed in the B2B sector over the past five years as technology tools have increased the ability to showcase return on investment and the client journey.

      There are three simple steps to take to hire and ensure a new Head of Marketing will be successful in their role:

        1. Match your Marketing Leader’s skillset to your business needs
        2. Look for high Emotional Intelligence
        3. Set clear expectations and timelines

      Building a Foundation for Success

      When companies need to hire a new Head of Marketing, it is crucial to improve executive and Board-level understanding of the essential role marketing plays in the success of B2B firms.

      First, we have to clear up some of the confusion over the role.

      Marketing is the engine for the client’s experience and the unseen passenger that travels with them on their journey.

      Marketing is not a siloed department. It is integrated and embedded within your organization and it provides services that touch every aspect of the client’s journey. From their initial introduction to the company, to the website, to the mission and vision of the firm, and its client survey, to expansion of services and thought leadership tailored to them.

      So why do many B2B companies keep marketing from the table when it is time to talk business strategy?

      After your client service team, your Head of Marketing is the person closest to your clients. It is crucial to include them when defining your business strategy. They have insight to share on what topics and services your clients are most interested in and have the data to back it up.

      Data analytics and artificial intelligence can mine your CRM and lead generation systems, providing a wealth of forward-looking information. Your marketing leader can analyze the data and provide your executive leaders and Board with critical, time-saving information for your business that can be incorporated into your strategy, leading to enhanced market position.

      If you don’t have the technology or a marketing leader that can get you this information, read on.

      Let’s begin with the Three Simple Hiring Steps:

      1.  Marketers’ skills are strategic, tactical and creative. Finding a unicorn with all proficiencies is rare. Determine what kind of skills your organization needs – today – in your Marketing Leader.

      Too often job descriptions for Heads of Marketing include a wish list of everything that a company wants to accomplish, leaving the rest of the C-suite to wonder why the person they hired can’t succeed. You need to start with creating a clear job description based on your business strategy.

      What strategic aims are trying to accomplish over the next 5 years? Is it brand building? Revenue growth? Expansion of offices? Expansion of existing client services? This determines the type of marketer you hire – you need to couple the Marketing Leader’s capabilities to your organizational strategy and business needs. Trying to ask them to do everything is a recipe for disaster.

      For simplicity, I grouped the marketing leaders into four major categories, highlighting a few pros and cons of each type. My next article will dive deeper into each of these categories and the kinds of marketing leaders you will find with traits of each.

      2. Look for high Emotional Intelligence. Find a great marketing leader who can manage up to the executives and down to their team.

      It’s critical that you and your executives “connect” and “speak the same language” as the marketing leader you want to hire and that your overall communication styles match. Make sure everyone involved understands what this role needs to accomplish and how they are going to interact and work with your leaders.

      But, don’t forget about the marketing team itself. No one in your marketing department wants to work for a bully. Have your recruiter talk with people who worked with the marketing leader you are looking to hire.

      Having the respect of those who work for your leader is important to getting the most out of your team members. I once had a boss who was sugar sweet to the executives, and when they left, would start yelling at us. Needless to say, no one wanted to be there, nor did they stay long.

      A great marketing leader knows how to adapt their style to work with executives as well as with their team.

      My mentor told me when I first became a manager, “Treat those you manage well. Teach them, challenge them, care about them as a person. If you do it well, they will work hard for you, make you look good, and not want to disappoint you. In the process, your team, you and the firm will end up doing well.”

      I’ve lived by that. And as a result, had low turnover and have individuals follow me from job to job. Why? I care and I want them to learn how to be better marketers. This is a crucial quality to look for when hiring a marketing leader – if they lead, will anyone follow?

      3.  Choosing the right marketing leader is important. Once you have, agree to a timeframe for implementing the new marketing strategy.

      You hired the right person. Congratulations!

      Now, don’t micromanage them. Let them be the expert you hired them to be. Agree to a marketing strategy that makes sense for your business, let them explain why it will work, and allow time for it to do so, with all stakeholders agreeing to the timeframe.

      A lot of the future success of Marketing depends on the buy-in of the company’s leadership and their own willingness to play their role in being good brand ambassadors and business developers. Make sure you are supporting and backing your Head of Marketing so that they succeed.

       

      It is not always easy to find a Head of Marketing. But by determining what your company’s business goals are, you can determine which kind of leader or mix of marketing leadership skills you need to thrive.

      Third Silent Career Killer: Bad Attitudes

      Third Silent Career Killer: Bad Attitudes

      Third Silent Career Killer: Bad Attitudes

      No Goals No Career

      You feel stuck.

      You’ve been at the same job, grinding away at the same level without progression or promotion for years.

      You’ve made sure you’re not the smelly kid in the room.

      Your projects are done on time or ahead of time and are flawless.

      So what’s the problem?

      It is time to take a look at another silent career killer that holds back too many employees.

      “If I’m not smelly, what is it?” you ask.

       

      Your attitude!

      “My attitude is just fine,” you say. “It’s my boss that has a problem. They play favorites. They don’t like me.”

      While that could be true, you also need to be aware of the attitude you project in the office.

      When a co-worker asks you how you are doing, do you answer with something like

      “Hanging in there,” or, my favorite, “Day-by-day?”

      Do you notice when a team member in the next cubicle is drowning in work? If you’ve finished up for the day and are checking your Facebook page and Instant Messaging friends, do you offer to help or continue to IM?

      Your actions and attitude can play a silent role in helping or killing your career. 

      I’ve had the pleasure of working with exceptional people over my career, and some individuals are naturally gifted with the technical skills to achieve in the workforce. But somehow, in their mind, they never seem to advance as fast or as far as they think they deserve.

      Technical skills will only get you so far. You have to work on your soft skills – your emotional intelligence – to get to the next level.

      You need to be aware of how you affect and interact with others. Doing a good or even a great job, but with a bad or indifferent attitude will limit your career. Your coworkers and managers all notice your attitude.

      Do you know one of those negative-types who always has something to complain about in the office? I knew someone who complained about the type of toilet paper in the office and the tea they served in the kitchen. Nothing was good enough for this person.

      Guess what? No one wanted to talk to this person because all they did was complain.

      Don’t let your attitude limit you. Not when it is something you can control.

       

      Here are a few ways I’ve learned to deal with stress and negativity in the office:

      1. Go for a walk, even if it is just around your office floor. I need to physically remove myself from whatever or whoever it is that is making me feel negative at that moment. Taking a walk around the block or getting outside for fresh air can really help to change your perspective.
      2. Music. Pop in some earbuds if it is permitted at your desk, or go to lunch and have some playlists prepared to bust your negative mood up. I have a few playlists based on situations and moods for the office. What is a bit amusing is my staff has learned to gauge my moods by which playlist is on. For me, James Taylor and Jimmy Buffett are my go-to personal negativity busters. I just can’t stay mad or negative and listen to them.
      3. Do a 30-minute switch-up. Change what you are working on every 30 minutes for two hours, choosing projects you enjoy working on. Set a timer to make sure you keep to the limit. By switching it up you force yourself to focus on something other than the negativity and its cause.

      As most professionals do, as I have changed jobs over the years, I have also kept a mental short list of people I would love to work with again.

      What is first on my list’s requirements? 

      The individual is able to uphold a high level of work standards.

      Exceeds expectations, exemplary work product, due dates completed in advance, is a team player, loyal, and loves marketing – what I would consider the basics.

      Second on my requirement list? Having a positive attitude.

      Now, this doesn’t mean you can’t have a bad day, week or month. I know I’ve had my share and I’m one of those annoying happy people.

      But don’t let it become a habit in the workplace!

      You can control your attitude and your career. It is in your hands.

      Second Silent Career Killer: Not Having a Personal Brand

      Second Silent Career Killer: Not Having a Personal Brand

      Second Silent Career Killer: Not Having a Personal Brand

      No Goals No Career

      Have you ever wondered what your coworkers think of you?

      What about your boss?

       

      If you work in a B2B company, as I do, you may have a group of stakeholders you work with daily. Do you know how they perceive you and your work?

      “Why?” you ask. “Who cares what people think of me, I’m my own person. I’m unique.”

      If you don’t know how you’re viewed, you are in trouble, deep trouble with a capital “T,” as my mother used to say.

      In fact, you could be quickly on your way to damaging your career at your current company by neglecting one critical, vital component.

      Your personal brand.

      What?

      Your brand.

       

      Your brand is what people think of you and what it is that you are known for.

      Now, a lot is written about personal branding, much aimed at marketers and executives. But guess what? It is important for every employee at a company – from the mail room clerk to the CEO.

      You need to know how you are PERCEIVED at your company, because PERCEPTION IS REALITY, fair or unfair, and that becomes your personal brand.

      Are you known as the person that is the “Excel Wizard?” The “Creative Employee,” “PowerPoint Expert” or the “Technical Specialist?” Maybe you are the “Operational Guru” the “Executive Whisperer,” or simply the “Person Who Knows How to Make Things Happen.”

      When I was a marketing manager back in Chicago I was known as the “Person Who Could Get Things Done and Make Projects Happen.” If someone had an impossible project and had no idea how to make it work or where to start, they knew to give it to me and I would put together an action plan, find the right resources and the creative hook to grab audience interest and make it happen. That was my brand; I could “Make it Happen.”

       

      Now not every personal brand is good.

      If you don’t pay attention to your brand, you might not realize what your colleagues and stakeholders REALLY think of you.

      You could be thought of as the “Department Complainer,” the “Slacker,” the “Office Micro-Manager,” the “Executive Penny-Pincher,” Or the “Employee Who is Technically Good But Talks About Their Personal Life Too Much.”

       

      What you don’t know CAN KILL YOUR CAREER at your current company.

      So my question to you: do you know what your personal brand is?

      If you don’t know what it is you are known for, it is time to take ownership of your brand!

      How? The good news is that there are a ton of books and articles out there you can dive into to learn about the topic.

      Here are a few tips to get you started.

       


      1. Check with your HR department to see if they offer a 360 assessment survey.

      “What? You want me to actually find out what people think of me? No way!” you say. YES! It is incredibly helpful because they identify what perceptions your boss(es), employees and colleagues have in their interactions with you. This is very valuable information when determining what your current personal brand is, as well as determining how to better communicate with the people you work with at your company. If your HR department doesn’t offer the survey, a free online tool, SelfStir offers a great 360 assessment. I encourage you to use it to not only help with your personal brand, but your overall career relationships.

      2. Create a Brand Statement for yourself. 

      In a few words, what captures you and your abilities that you want to be known for. Such as, “Trusted Marketer with Crazy Design Skills.” “Organized Accountant with Long-time International Tax Clients.” “Innovative Social CRM Connector.” What is the headline that captures you? That is your Brand Statement. Here are a few helpful sites: How to Craft Your Personal Brand StatementPersonal Branding Statement

      3. Create an Elevator Speech for yourself and practice it so it is ready to go.

      I use the method of putting everything on index cards and flipping through them until I am comfortable enough with the 30- and 60-second version of who I am and what it is I do. It is OK to show your personality a bit in your Elevator Speech, so if you are funny, be funny, but don’t cross the line. Be original and practice until you can do it in your sleep. How to Create Memorable Elevator Pitch

      4. Analyze your web presence and take ownership of it.

      If you haven’t already worked on your online “persona” it is not too late to start. There are many different online tools out there where you can develop an online presence for a few hours a week.

        • LinkedIn is the perfect place to get involved, build out your profile, join groups and comment in the sections.
        • Look for the online publications for the professional organizations you belong to and join the groups to comment and share as part of your membership.
        • If you are building out your expertise but don’t have time for blogging, try curating – using a service such as Scoop.it is great. This and similar applications let you comment on articles in your industry and service line and use it to create a blog or newsletter easily.

       

      Now it is a few cities, jobs and years later in my career, and I’m still the “Make it Happen” person. I’ve also acquired a few more brand statements along the way. But it takes hard work and patience developing and maintaining a personal brand.

      Start with your brand statement and elevator speech.

      How do you want people to think of you?

      Put it into practice.

      Own it.

      Live it.