Investing time and energy in your marketing efforts is crucial, but do you know if they are truly effective? To ensure you’re maximizing your marketing insights and turning them into actionable strategies, there are key steps you need to take. Here’s how to transform your marketing insights into impactful actions that support capital raising.
Create a Solid CRM
The foundation of effective marketing begins with a solid Customer Relationship Management (CRM) system. Whether you’re using Salesforce, HubSpot, or another CRM, it’s essential to have a centralized place for all your data. If you’re still relying on spreadsheets, it’s time to upgrade to a CRM. With a robust CRM, you can track various demographics on advisors, monitor whether they offer alternative investments to their clients, and keep tabs on your interactions and marketing efforts.
Getting your data into a CRM is just the first step. The next is to ensure you’re tracking different insights. Look at your audience’s engagement with your marketing efforts—open rates, click-through rates, and visits to specific landing pages. With your CRM integrated with your marketing email or automation system, you can see all this data in one place, providing a comprehensive view of your marketing performance.
Understand What Insights Mean for Your Marketing
Once you’ve gathered insights, the next step is to interpret what they mean for your marketingc strategy. Analyze the types of content your target audience is clicking on and engaging with. This helps you understand what appeals to them. You might think your audience wants to know one thing, but their actions might show they are interested in something else.
Use these insights to guide your content strategy. Ensure you are creating engaging content that resonates with advisors. By understanding what topics and types of content are most appealing, you can tailor your marketing efforts to meet their needs and interests effectively.
Ask Advisors What They Want to Hear
Finally, don’t hesitate to ask advisors what they want to hear. Engage with your sales team to discover the topics that interest advisors, questions they are asking or objections they are voicing. While performance metrics are important, advisors also want sales stories and behind-the-scenes insights into your offerings. They are interested in how you’re adding value and want stories they can easily share with their clients.
By asking advisors directly, you can continuously fine-tune your marketing messaging. Understanding their preferences helps you create content that is not only informative but also engaging and easy for advisors to communicate to their clients.
REACH OUT FOR HELP
If you need assistance in analyzing your insights and maximizing them to improve your marketing, don’t hesitate to reach out to us. We’re here to help you transform your marketing insights into actions that help support your capital raising efforts.
