Morningstar Advisor Suggests Financial Advisors Leverage Marketing Automation to Build Their Practices
We were flattered today when we opened the latest version of Morningstar Advisor to find CTC profiled in the Technology section. Technology Expert and Contributor to Morningstar Advisor Magazine Bill Winterberg, wrote an excellent review of CTC, our capabilities and most importantly how CTCs technology can improve the client acquisition and client retention process for advisors of all sizes. As Bill points out, as financial advisory practices become more and more complex, not to mention competitive, it is those advisors that leverage...
read moreSPAMgate Arrives at The White House Press Office
SPAMgate arrived for the White House Press Office late this week when they served a super-sized helping of spam to the press. According to Talking Points Memo‘s Callie Schweitzer, it wasn’t pretty when “The White House Press Office vomited all over my inbox,” she tweeted. Spam is slow suicide by email. No one wants to sit next to a spammer. What an embarrassment – “White House floods reporters’ inboxes after Obama’s jobs speech” – reads the headline from The Tickets Chris Moody. In an effort to find out if the $447...
read moreMarketing for Small Businesses Gets an Automated Marketing Technology Boost
Welcome to our first blog post for CaptureTrackConvert (CTC). For those of you who know us and have watched and provided your input at various points along the two year journey to build CTC, we thank you. As they say, we couldn’t have done it without you. We look forward to continuing to work with you and putting into practice some of the features and strategies you suggested. Our one-of-a-kind segment-based marketing automation™ is unique as it is based solely on Segments™. Designed for those marketing for small...
read moreJune’s 7 Most Popular Blogs for Financial Advisors from ByAllAccounts
By: D. Bruce Johnston, President & COO A special thank you for everyone that read my blog: “5 Must-Haves to Look for From Your Social Media Archiving Provider”. I am flattered and most appreciative of your support and interest in a subject that will only become a larger part of your personal and professional lives going forward. Because of your interest the blog was recognized as the second most popular blog post via ByAllAccounts for the month of June 2011. If you are interested in learning more about the rules and regulations...
read moreEmail Marketing Management
Setup, create and measure email marketing campaigns based on any combination of prospects interactions, demographics and segments. Fully integrated with any CRM system you want. Simple WYSIWYG …or Paste in Your Own HTML Detailed Reporting Track Recipients on Your Website Unlimited Contacts Unsubscribes Managed For You Unlimited Lists Drag & Drop Campaign Builder Hundreds of Templates Unlimited Campaign Branching Drip Campaigns Unlimited Email Triggers Mail Merge Fields Automated List Management ...
read moreLead Scoring
Lead scoring will reinvent the way you determine a prospects sales readiness. Score each prospect based on actions or attributes Scoring system based on your preferences and situation Ability to adjust scores manually or automatically Real-time reports that notify you when a lead score changes CTC lead scoring substantially reduces the guesswork associated with where a prospect’s level of engagement is because you can assess interest based on a finite value…the lead score. Additionally, the score is adjusted...
read moreLead Nurturing
Remove the limitations imposed by competing lead nurturing solutions. CTC’s advanced prospect segmentation tool enables you to deliver the most relevant communications possible Unlimited branching and campaign routing features equal unparalleled ability to stay relevant Closed-loop feedback guides your nurturing efforts toward ever increasing efficacy Lead nurturing activity’s help to build a relationship with your prospects who aren’t yet ready for a sales conversation. By engaging them with thought...
read moreLead Management
As more prospects move through the sales pipeline automate list membership changes and prospect assignment all synchronized with your CRM solution. More than just sending emails and tracking website visitor activity. CTC can help you transform a database of contacts into a pipeline of qualified prospects. Does your lead management strategy consists of relying on notes and activities, manually input by sales and marketing? If so you’re likely missing out on key data, indicators of interest and prospects readiness....
read moreList Management
CaptureTrackConvert has the most flexible list management capabilities in the industry. Have unlimited number of contacts and unlimited number of lists Import contacts from CSV files, use our web form mapping tool, pull from your CRM application or API Automate list management activities – Adjust list membership based on lead score, downloads, geography, interaction with emails or your website and more Setup Custom fields for personalized database management List management is fully integrated into CaptureTrackConvert...
read moreCRM Integration
Leave your IT department out of the picture with Seamless synchronization of marketing and sales data Automatically sync leads, contacts, accounts & opportunities View your prospect interaction with both marketing campaigns and your website without leaving your CRM application You have complete control over how & when new leads are pushed to your CRM Assign leads to sales based on parameters of your choosing automatically Based on CRM data such as expected close data or opportunity size select prospects for marketing...
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