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12 of the Best WordPress Popup Plugins in 2023

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12 of the Best WordPress Popup Plugins in 2023

Despite their overwhelmingly bad reputation, popups are a useful tool, but high conversion potential is not worth sacrificing user experience. Luckily, with the right WordPress popup plugins, you can leverage the high-conversion potential of popups without driving users away.)

Before diving into the tools, let’s look at the features to determine if a plugin suits your needs.

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What to look for in a WordPress Popup Plugin

Popup plugins offer many features — from customization to screen display locations and built-in analytics — but the most important features to watch out for are targeting and trigger options.

Targeting refers to where the popup will appear on your website and who it will be shown to. Popular ways to target users with popups include page-level targeting, geolocation, device, and traffic source.

Triggers are actions that a user needs to take for the popup to appear. Popular trigger options include page entrance, scroll depth, clicks, time on page, and exit intent.

Having a few popup forms on your WordPress website could boost your lead capturing game. A quick Google search shows that there are many tools to choose from. To help you sort through the clutter and find a tool that moves the needle for your team, we’ll take a look at 12 WordPress popup plugins you should consider below.

1. HubSpot WordPress Plugin

HubSpot’s plugin allows you to connect your WordPress website to your HubSpot account for seamless integration. Any changes made to your popups in your HubSpot portal will be automatically reflected on your WordPress website without any extra work on your part.

Example of HubSpot's popup form

 

HubSpot’s popup tool is highly intuitive and easy to use. You are first prompted to select the type of popup you want (box, banner, or slide-in) and then taken to the customizer where you can edit the text, add an image and relevant form fields, and even design your own thank-you message at the end.

Every contact you capture is automatically added to your free HubSpot CRM account. You can also target users by simply typing in the URL of the page(s) you want your popup to show up on and choose whether you want it to be triggered by a 50% page scroll, exit intent, or time elapsed. And if users decide to dismiss your popup, you can choose when they will be exposed to it again.

All the features in this tool are free.

What We Like: Other than the obvious reason being that this is our plugin, we love it for all it offers for free. This is an all-in-one plugin that handles everything you need on WordPress. With popups, you can create or manage your pre-existing popups with little to no hassle.

2. OptinMonster

OptinMonster was one of the firsts to popularize the use of popup forms in the marketing space. Its drag-and-drop feature makes it highly easy to use. You can choose from a variety of pre-built templates or create your own popup from scratch. Their Canvas feature allows you to create any type of popup (not just forms!) with the use of custom HTML/CSS and WordPress shortcodes.

Small Success is another unique feature that lets you display different offers to people who have already converted on one of your popups so you won’t annoy your visitors by showing them forms they’ve already signed up for. You gain access to plenty of triggers, such as exit intent, time on page, user inactivity, clicks, as well as many advanced targeting options like new vs returning visitor, cookie, geolocation, device, adblock usage, and more.

Optin monster's plugin creation page

The main drawback with this plugin is that there is no free version. Plans start at $9/month, but you will need to upgrade to a higher tier for the more advanced features like A/B testing and exit intent.

What We Like: This is the best option for easy customizability. You have drag-and-drop for design, different templates to work off of, or even the ability to design from scratch. You’ll easily be able to with any type of popup you want to make with this plugin.

3. Elementor Popups

Design stunning popups with the popular page builder plugin Elementor and their Popup Builder feature. Elementor Popups uses the same interface as the page builder, allowing you to apply the same widgets and styling options to your popups, like buttons, countdown timers, email opt-in forms, and more. Similarly to many of the other plugins, this one offers a variety of popup forms like fly-ins and full-screen overlays.

With more than 100 beautiful templates to choose from, this popup builder lets you create WordPress specific page targeting options (categories, tags, post formats, etc.) with several triggers to choose from, such as click, time, scroll, inactivity, and exit intent.

An example of a popup ad created using Elementor

This plugin does not come with built-in analytics or A/B split testing. And while the Elementor page builder plugin is free to use, this popup builder is only available when you purchase the pro version, which costs $49 for one website, and up to $199 for unlimited sites.

What We Like: Elementor’s popup plugin is a great choice for premium designers. You won’t need any coding experience to create stunning popups for your users. This is another all-in-one plugin that helps you build

4. Sumo List Builder

Sumo is more than just a popup form builder. On top of growing your email list, this plugin also helps with your social media, link building, and site analytics. The app has a module called List Builder, which allows you to create popups. You can set you popups to show up according to traffic source or different triggers such as clicks, time on page, exit intent and scroll depth.

A Newsletter popup created using Sumo List Builder

Though this plugin comes with a free version, only one template is available in the free tier and you’ll need to upgrade to remove the Sumo branding. Premium plans start at $29/month, which puts Sumo on the more expensive side compared to other popup plugins.

What We Like: This plugin is great for building your email list. You have an intuitive integration with email and e-commerce, making this the perfect plugin for anyone looking to grow their business through email marketing.

5. PopUp Domination

PopUp Domination is one of the oldest popup tools out there. However, this hasn’t stopped them from making the right updates to stay competitive on the market. Its visual interface still makes it fairly easy to customize one of the 100+ pre-built templates available.

This plugin lets you show your popup to different users based on time on page, user inactivity, exit intent, clicks, total time on website, and mouse hover. On top of page-level targeting, more advanced targeting options include geolocation, traffic source, and device.

Popup Domination's homepage

PopUp Domination has a royalty rate pricing structure. Each tier grants you access to all the features: unlimited domains and popups, A/B testing, live chat support, and more. Instead of being charged to have access to more features, you’re charged based on the number of total views your popups get across all of your websites.

If you want to use your popups on many websites that have low traffic, PopUp Domination might be a good solution. However, this may not be the best option for you if you have very few sites with high traffic volumes.

What We Like: This plugin is great for beginners since you will have many resources to help you use the tool and a relatively low price for getting started. Once your website starts getting more subscribers, however, you might want to look toward pivoting toward a more price-friendly option for your popup ads.

6. MailOptin

MailOptin is a fast-growing popup plugin for WordPress. It converts your website visitors into email subscribers using different types of opt-in forms including popups, notification bars, inline or embedded forms, scroll boxes, slide-ins, sidebar forms etc.

It is intuitive and easy to you in part because it uses the WordPress Customizer that you already know and love. It ships with a ton of professionally designed and mobile responsive templates to choose from.

MailOptin's popup creation page

It includes a number of display triggers such as page-level targeting, exit intent, time on site, pageviews, scroll trigger, adblock and referral detection, device targeting, new versus returning visitors etc. And integrates with all major email marketing providers and CRMs including Hubspot.

MailOptin is freemium. You can try out the plugin for free by downloading the lite version on WordPress.org repository or purchase a premium license to unlock more powerful features and top-notch customer support.

What We Like: This popup plugin integrates well with WordPress since you work directly through WordPress customizer. This can be great for people familiar with WordPress and just want something that works.

7. Ninja Popups

Ninja Popups is one of CodeCanyon’s top selling plugins. For $24, you gain access to their drag-and-drop popup builder with over 70 templates and animation effects to choose from.

And if you want more than just forms, Ninja Popups lets you create all kinds of popups, such as video displays and social sharing boxes. Its anti-adblocker technology lets you show your popups even to visitors who use ad blockers. This plugin also offers page-level targeting, and trigger options include scroll depth, time on page, exit intent, and user inactivity.

An example of a popup ad created using ninja popups

Although there is no free version, at only $24, Ninja Popups offers some of the most creative freedom for the price.

What We Like: This plugin is effective and enables your creativity. Bypassing adblockers is especially helpful considering 2 in 5 people use adblock today.

8. Icegram

If you’re looking for a more native option, Icegram lets you create popups right from the WordPress dashboard, thought its text-based interface makes it slightly less user friendly than most. Icegram’s trigger options include time on page, exit intent, user inactivity, clicks, and time delay. Targeting options include page, user retargeting, device, and geolocation.

Icegram's text-based interface for creating popup ads

This plugin offers a fair amount of value for free, but to access more functionalities, you will want to upgrade. Premium plans start at $97/year.

What We Like: This plugin is another great choice for working directly through WordPress. If you can get past the text-based interface, this is a good option for those needing a simple popup ad solution.

9. Popup Maker

Popup Maker offers a lot of flexibility in terms of what you can build. In addition to opt-in forms, you can create cookie notices, video lightboxes, notification boxes, etc.

A big draw of this plugin is its WooCommerce integration, which lets you target users based on their shopping cart items, purchase data, and more. However, this plugin’s lack of a visual editor makes it less friendly to use.

Popup Maker's integration with WordPress

You can use Popup Maker for free, but for more functionality, individual extensions can be purchased starting at $87 per year

What We Like: This plugin lets you tailor your website popup ads to your user. You also have a good set of basic options to work off of as mentioned. Popup Maker is another good choice for those who are familiar with WordPress and just want a simple way to add popups to their page. The extra benefit is being able to work off of consumer data.

10. Bloom Email Opt-Ins

Provided to you by the devs at Elegant Themes (authors of the popular Divi theme), Bloom comes with over 100 templates to customize and lets you create a variety of forms on top of popups, including widgets, inline boxes, and optin lockers which you can use for gated content. Along with basic page targeting, this plugin contains unique trigger options — for example, make a popup appear after a user has left a comment on your page or after a user has made a purchase.

Bloom Email Opt-in's dashboard

Despite its high-quality templates and beautiful dashboard, Bloom lacks a lot of the advanced features other plugins offer like an exit intent trigger option, and it doesn’t have a visual customizer.

Because this plugin comes from Elegant Theme, you can only access it by purchasing an Elegant Theme subscription, which costs $89/year or $249 for lifetime support and updates. This subscription also gives you access to 87 premium themes and 2 other plugins. But if all you’re looking for is a popup plugin, this may not be worth the investment.

What We Like: Bloom Email Opt-ins is a great choice for people who need more than just a popup plugin. You can fully customize your website through this plugin, and that includes popup ads.

11. Popup Builder

Popup Builder lets you insert any type of content into your popups and create custom animation effects. It offers features like automatic closing, user retargeting, and time delay triggers, as well as integrations with email service providers MailChimp and AWeber.

An example of a popup ad made through popup builder While this plugin can be used for free, just like Popup Maker, you will need to purchase extensions for additional functionality. Individual extension prices vary between $5 and $15, but you can get the full bundle starting at $49/month.

What We Like: Popup builder is a good option for those wanting to make mobile-friendly popup ads. Its intuitive user experience lets you build great looking popups in seconds.

12. Poptin

Poptin is a free popup and form builder specially designed for marketers, website owners, and digital agencies. Its powerful conversion optimization features are effective in boosting email signups, reducing cart abandonment, increasing engagement, and improving your overall sales conversion rate. It has a variety of fully responsive and customizable popup and forms templates that you can utilize without the need for coding.

In a matter of minutes, you can create your lightbox popups, full-screen overlays, gamified popups, countdown popups, slide-ins, bars, widgets, email forms, and more. You can add different elements such as images, videos, icons, countdown timer, coupons, and even custom CSS. The best part is that you can Integrate it with HubSpot CRM and emailing software to experience a seamless lead generation funnel. Poptin also offers a wide range of smart triggers and targeting rules to better convert the most qualified leads and customers.

Poptin's homepage

Poptin’s free plan already includes major tools and features like analytics, A/B testing, exit-intent trigger, unlimited popups, and forms, among others. If you want to get access to more advanced features, you can always upgrade to its paid plans which start at only $25 per month.

What We Like: This plugin gives you a lot of bang for your buck. While other plugins on this list charge you for access to analytics, this tool gives you all of that for free. Poptin is best for marketers looking to add popups and dive into the data behind what makes them effective.

Choose whichever plugin fits your needs the best.

There are endless options when it comes to WordPress popup tools.

If you’re looking for a quick and easy way to collect user information and convert leads, check out HubSpot’s free form popup WordPress plugin. Installing the plugin will automatically connect your demand capture tools to the free HubSpot CRM so you can easily create follow-up emails for people who have filled out your form, track their activity on your site, and manage your leads all in one place.

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Why We Are Always ‘Clicking to Buy’, According to Psychologists

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Why We Are Always 'Clicking to Buy', According to Psychologists

Amazon pillows.

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A deeper dive into data, personalization and Copilots

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A deeper dive into data, personalization and Copilots

Salesforce launched a collection of new, generative AI-related products at Connections in Chicago this week. They included new Einstein Copilots for marketers and merchants and Einstein Personalization.

To better understand, not only the potential impact of the new products, but the evolving Salesforce architecture, we sat down with Bobby Jania, CMO, Marketing Cloud.

Dig deeper: Salesforce piles on the Einstein Copilots

Salesforce’s evolving architecture

It’s hard to deny that Salesforce likes coming up with new names for platforms and products (what happened to Customer 360?) and this can sometimes make the observer wonder if something is brand new, or old but with a brand new name. In particular, what exactly is Einstein 1 and how is it related to Salesforce Data Cloud?

“Data Cloud is built on the Einstein 1 platform,” Jania explained. “The Einstein 1 platform is our entire Salesforce platform and that includes products like Sales Cloud, Service Cloud — that it includes the original idea of Salesforce not just being in the cloud, but being multi-tenancy.”

Data Cloud — not an acquisition, of course — was built natively on that platform. It was the first product built on Hyperforce, Salesforce’s new cloud infrastructure architecture. “Since Data Cloud was on what we now call the Einstein 1 platform from Day One, it has always natively connected to, and been able to read anything in Sales Cloud, Service Cloud [and so on]. On top of that, we can now bring in, not only structured but unstructured data.”

That’s a significant progression from the position, several years ago, when Salesforce had stitched together a platform around various acquisitions (ExactTarget, for example) that didn’t necessarily talk to each other.

“At times, what we would do is have a kind of behind-the-scenes flow where data from one product could be moved into another product,” said Jania, “but in many of those cases the data would then be in both, whereas now the data is in Data Cloud. Tableau will run natively off Data Cloud; Commerce Cloud, Service Cloud, Marketing Cloud — they’re all going to the same operational customer profile.” They’re not copying the data from Data Cloud, Jania confirmed.

Another thing to know is tit’s possible for Salesforce customers to import their own datasets into Data Cloud. “We wanted to create a federated data model,” said Jania. “If you’re using Snowflake, for example, we more or less virtually sit on your data lake. The value we add is that we will look at all your data and help you form these operational customer profiles.”

Let’s learn more about Einstein Copilot

“Copilot means that I have an assistant with me in the tool where I need to be working that contextually knows what I am trying to do and helps me at every step of the process,” Jania said.

For marketers, this might begin with a campaign brief developed with Copilot’s assistance, the identification of an audience based on the brief, and then the development of email or other content. “What’s really cool is the idea of Einstein Studio where our customers will create actions [for Copilot] that we hadn’t even thought about.”

Here’s a key insight (back to nomenclature). We reported on Copilot for markets, Copilot for merchants, Copilot for shoppers. It turns out, however, that there is just one Copilot, Einstein Copilot, and these are use cases. “There’s just one Copilot, we just add these for a little clarity; we’re going to talk about marketing use cases, about shoppers’ use cases. These are actions for the marketing use cases we built out of the box; you can build your own.”

It’s surely going to take a little time for marketers to learn to work easily with Copilot. “There’s always time for adoption,” Jania agreed. “What is directly connected with this is, this is my ninth Connections and this one has the most hands-on training that I’ve seen since 2014 — and a lot of that is getting people using Data Cloud, using these tools rather than just being given a demo.”

What’s new about Einstein Personalization

Salesforce Einstein has been around since 2016 and many of the use cases seem to have involved personalization in various forms. What’s new?

“Einstein Personalization is a real-time decision engine and it’s going to choose next-best-action, next-best-offer. What is new is that it’s a service now that runs natively on top of Data Cloud.” A lot of real-time decision engines need their own set of data that might actually be a subset of data. “Einstein Personalization is going to look holistically at a customer and recommend a next-best-action that could be natively surfaced in Service Cloud, Sales Cloud or Marketing Cloud.”

Finally, trust

One feature of the presentations at Connections was the reassurance that, although public LLMs like ChatGPT could be selected for application to customer data, none of that data would be retained by the LLMs. Is this just a matter of written agreements? No, not just that, said Jania.

“In the Einstein Trust Layer, all of the data, when it connects to an LLM, runs through our gateway. If there was a prompt that had personally identifiable information — a credit card number, an email address — at a mimum, all that is stripped out. The LLMs do not store the output; we store the output for auditing back in Salesforce. Any output that comes back through our gateway is logged in our system; it runs through a toxicity model; and only at the end do we put PII data back into the answer. There are real pieces beyond a handshake that this data is safe.”

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Why The Sales Team Hates Your Leads (And How To Fix It)

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Why The Sales Team Hates Your Leads (And How To Fix It)

Why The Sales Team Hates Your Leads And How To

You ask the head of marketing how the team is doing and get a giant thumbs up. 👍

“Our MQLs are up!”

“Website conversion rates are at an all-time high!”

“Email click rates have never been this good!”

But when you ask the head of sales the same question, you get the response that echoes across sales desks worldwide — the leads from marketing suck. 

If you’re in this boat, you’re not alone. The issue of “leads from marketing suck” is a common situation in most organizations. In a HubSpot survey, only 9.1% of salespeople said leads they received from marketing were of very high quality.

Why do sales teams hate marketing-generated leads? And how can marketers help their sales peers fall in love with their leads? 

Let’s dive into the answers to these questions. Then, I’ll give you my secret lead gen kung-fu to ensure your sales team loves their marketing leads. 

Marketers Must Take Ownership

“I’ve hit the lead goal. If sales can’t close them, it’s their problem.”

How many times have you heard one of your marketers say something like this? When your teams are heavily siloed, it’s not hard to see how they get to this mindset — after all, if your marketing metrics look strong, they’ve done their part, right?

Not necessarily. 

The job of a marketer is not to drive traffic or even leads. The job of the marketer is to create messaging and offers that lead to revenue. Marketing is not a 100-meter sprint — it’s a relay race. The marketing team runs the first leg and hands the baton to sales to sprint to the finish.

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via GIPHY

To make leads valuable beyond the vanity metric of watching your MQLs tick up, you need to segment and nurture them. Screen the leads to see if they meet the parameters of your ideal customer profile. If yes, nurture them to find out how close their intent is to a sale. Only then should you pass the leads to sales. 

Lead Quality Control is a Bitter Pill that Works

Tighter quality control might reduce your overall MQLs. Still, it will ensure only the relevant leads go to sales, which is a win for your team and your organization.

This shift will require a mindset shift for your marketing team: instead of living and dying by the sheer number of MQLs, you need to create a collaborative culture between sales and marketing. Reinforce that “strong” marketing metrics that result in poor leads going to sales aren’t really strong at all.  

When you foster this culture of collaboration and accountability, it will be easier for the marketing team to receive feedback from sales about lead quality without getting defensive. 

Remember, the sales team is only holding marketing accountable so the entire organization can achieve the right results. It’s not sales vs marketing — it’s sales and marketing working together to get a great result. Nothing more, nothing less. 

We’ve identified the problem and where we need to go. So, how you do you get there?

Fix #1: Focus On High ROI Marketing Activities First

What is more valuable to you:

  • One more blog post for a few more views? 
  • One great review that prospective buyers strongly relate to?

Hopefully, you’ll choose the latter. After all, talking to customers and getting a solid testimonial can help your sales team close leads today.  Current customers talking about their previous issues, the other solutions they tried, why they chose you, and the results you helped them achieve is marketing gold.

On the other hand, even the best blog content will take months to gain enough traction to impact your revenue.

Still, many marketers who say they want to prioritize customer reviews focus all their efforts on blog content and other “top of the funnel” (Awareness, Acquisition, and Activation) efforts. 

The bottom half of the growth marketing funnel (Retention, Reputation, and Revenue) often gets ignored, even though it’s where you’ll find some of the highest ROI activities.

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Most marketers know retaining a customer is easier than acquiring a new one. But knowing this and working with sales on retention and account expansion are two different things. 

When you start focusing on retention, upselling, and expansion, your entire organization will feel it, from sales to customer success. These happier customers will increase your average account value and drive awareness through strong word of mouth, giving you one heck of a win/win.

Winning the Retention, Reputation, and Referral game also helps feed your Awareness, Acquisition, and Activation activities:

  • Increasing customer retention means more dollars stay within your organization to help achieve revenue goals and fund lead gen initiatives.
  • A fully functioning referral system lowers your customer acquisition cost (CAC) because these leads are already warm coming in the door.
  • Case studies and reviews are powerful marketing assets for lead gen and nurture activities as they demonstrate how you’ve solved identical issues for other companies.

Remember that the bottom half of your marketing and sales funnel is just as important as the top half. After all, there’s no point pouring leads into a leaky funnel. Instead, you want to build a frictionless, powerful growth engine that brings in the right leads, nurtures them into customers, and then delights those customers to the point that they can’t help but rave about you.

So, build a strong foundation and start from the bottom up. You’ll find a better return on your investment. 

Fix #2: Join Sales Calls to Better Understand Your Target Audience

You can’t market well what you don’t know how to sell.

Your sales team speaks directly to customers, understands their pain points, and knows the language they use to talk about those pains. Your marketing team needs this information to craft the perfect marketing messaging your target audience will identify with.

When marketers join sales calls or speak to existing customers, they get firsthand introductions to these pain points. Often, marketers realize that customers’ pain points and reservations are very different from those they address in their messaging. 

Once you understand your ideal customers’ objections, anxieties, and pressing questions, you can create content and messaging to remove some of these reservations before the sales call. This effort removes a barrier for your sales team, resulting in more SQLs.

Fix #3: Create Collateral That Closes Deals

One-pagers, landing pages, PDFs, decks — sales collateral could be anything that helps increase the chance of closing a deal. Let me share an example from Lean Labs. 

Our webinar page has a CTA form that allows visitors to talk to our team. Instead of a simple “get in touch” form, we created a drop-down segmentation based on the user’s challenge and need. This step helps the reader feel seen, gives them hope that they’ll receive real value from the interaction, and provides unique content to users based on their selection.

1716755163 298 Why The Sales Team Hates Your Leads And How To1716755163 298 Why The Sales Team Hates Your Leads And How To

So, if they select I need help with crushing it on HubSpot, they’ll get a landing page with HubSpot-specific content (including a video) and a meeting scheduler. 

Speaking directly to your audience’s needs and pain points through these steps dramatically increases the chances of them booking a call. Why? Because instead of trusting that a generic “expert” will be able to help them with their highly specific problem, they can see through our content and our form design that Lean Labs can solve their most pressing pain point. 

Fix #4: Focus On Reviews and Create an Impact Loop

A lot of people think good marketing is expensive. You know what’s even more expensive? Bad marketing

To get the best ROI on your marketing efforts, you need to create a marketing machine that pays for itself. When you create this machine, you need to think about two loops: the growth loop and the impact loop.

1716755163 789 Why The Sales Team Hates Your Leads And How To1716755163 789 Why The Sales Team Hates Your Leads And How To
  • Growth loop — Awareness ➡ Acquisition ➡ Activation ➡ Revenue ➡ Awareness: This is where most marketers start. 
  • Impact loop — Results ➡ Reviews ➡ Retention ➡ Referrals ➡ Results: This is where great marketers start. 

Most marketers start with their growth loop and then hope that traction feeds into their impact loop. However, the reality is that starting with your impact loop is going to be far more likely to set your marketing engine up for success

Let me share a client story to show you what this looks like in real life.

Client Story: 4X Website Leads In A Single Quarter

We partnered with a health tech startup looking to grow their website leads. One way to grow website leads is to boost organic traffic, of course, but any organic play is going to take time. If you’re playing the SEO game alone, quadrupling conversions can take up to a year or longer.

But we did it in a single quarter. Here’s how.

We realized that the startup’s demos were converting lower than industry standards. A little more digging showed us why: our client was new enough to the market that the average person didn’t trust them enough yet to want to invest in checking out a demo. So, what did we do?

We prioritized the last part of the funnel: reputation.

We ran a 5-star reputation campaign to collect reviews. Once we had the reviews we needed, we showcased them at critical parts of the website and then made sure those same reviews were posted and shown on other third-party review platforms. 

Remember that reputation plays are vital, and they’re one of the plays startups often neglect at best and ignore at worst. What others say about your business is ten times more important than what you say about yourself

By providing customer validation at critical points in the buyer journey, we were able to 4X the website leads in a single quarter!

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So, when you talk to customers, always look for opportunities to drive review/referral conversations and use them in marketing collateral throughout the buyer journey. 

Fix #5: Launch Phantom Offers for Higher Quality Leads 

You may be reading this post thinking, okay, my lead magnets and offers might be way off the mark, but how will I get the budget to create a new one that might not even work?

It’s an age-old issue: marketing teams invest way too much time and resources into creating lead magnets that fail to generate quality leads

One way to improve your chances of success, remain nimble, and stay aligned with your audience without breaking the bank is to create phantom offers, i.e., gauge the audience interest in your lead magnet before you create them.

For example, if you want to create a “World Security Report” for Chief Security Officers, don’t do all the research and complete the report as Step One. Instead, tease the offer to your audience before you spend time making it. Put an offer on your site asking visitors to join the waitlist for this report. Then wait and see how that phantom offer converts. 

This is precisely what we did for a report by Allied Universal that ended up generating 80 conversions before its release.

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The best thing about a phantom offer is that it’s a win/win scenario: 

  • Best case: You get conversions even before you create your lead magnet.
  • Worst case: You save resources by not creating a lead magnet no one wants.  

Remember, You’re On The Same Team 

We’ve talked a lot about the reasons your marketing leads might suck. However, remember that it’s not all on marketers, either. At the end of the day, marketing and sales professionals are on the same team. They are not in competition with each other. They are allies working together toward a common goal. 

Smaller companies — or anyone under $10M in net new revenue — shouldn’t even separate sales and marketing into different departments. These teams need to be so in sync with one another that your best bet is to align them into a single growth team, one cohesive front with a single goal: profitable customer acquisition.

Interested in learning more about the growth marketing mindset? Check out the Lean Labs Growth Playbook that’s helped 25+ B2B SaaS marketing teams plan, budget, and accelerate growth.


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