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The Ultimate Guide to Google Sheets

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The Ultimate Guide to Google Sheets

Google Sheets is one of the best tools you can use to store data, track performance metrics, and create dashboards and reports.

But while it’s a wondrous tool with countless features and functionalities, it can be hard to grasp for beginners — especially if you need to create a marketing report or dashboard, fast.

Not to worry. If you’re looking to get started with Google Sheets, you’re in the right place. In this guide, we’ll be looking at the benefits of Google Sheets and walking you through some of the basics so you can get up to speed quickly and efficiently.

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Benefits of Google Sheets for Marketing

Saying that marketers are data-centric people is an understatement. Between return on investment, cost per acquisition, and more, they’re always looking at different metrics and reporting on progress.

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It can be tricky to keep all of those numbers straight, though. That’s where spreadsheets come in handy. With a well-organized spreadsheet, marketers can quickly analyze robust data sets and make smarter, more informed decisions about their efforts.

Originally introduced by Microsoft in 1987, Excel was the go-to tool for years for building spreadsheets. But when collaborative, cloud-based tool Google Sheets was introduced in 2012, many users made the switch over to this new (free!) resource.

Let’s talk about the benefits of using Google Sheets for marketing purposes before we discuss more traditional options (like a standard Excel spreadsheet).

  • It’s cloud-based. Cloud-based spreadsheets are automatically saved, stored, and maintained via a remote server. That means that you can access it online from anywhere, any time. Plus: Google Sheets is also available offline.
  • It’s free. No expensive software required — Google Sheets is always 100% free.
  • It works across devices. Modern marketers switch between devices throughout the day — and Google Sheets accommodates that behavior. You can access and edit Google Sheet data from a wide variety of devices (like your smartphone, tablet, and computer).
  • Add-ons are available. We’ll get into the specifics of add-ons for Google Sheets a bit later, but the increased functionality and flexibility of these additional features makes this spreadsheet tool even more versatile and powerful.

You might be wondering: What’s the difference between Google Sheets and Excel? The short answer is: price, collaboration, and flexibility.

While Excel requires a software subscription (which costs about $130), Google Sheets is free for all Google account holders. In terms of collaboration, Excel requires you to save and send a new version when edits are made, while Google Sheets automatically updates a single shared file for all team members. And lastly, because Google Sheets has the ability to accommodate many different integrations, it’s often more flexible than a standalone software solution like Excel.

Common Google Sheets Terms to Know

Next, let’s get familiar with some of the language and common terms used when referencing data within Google Sheets.

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  • Column: Columns are vertical cell sets.
  • Row: Rows are horizontal cell sets.
  • Cell: Cells are the single data points within a Google Sheet.
  • Range: Range refers to a selection of cells across a column, row, or both.
  • Function: Function refers to built-in operations for the Google Sheet that can be used to quickly calculate values, to manipulate data, and more.
  • Formula: Formulas combine functions, rows, cells, columns, and ranges to generate a particular end result.

How to Use Google Sheets

Now we’re ready to dive into the more advanced how-to’s and lessons on using Google Sheets.

Understanding the Google Sheets Toolbar

One of the very first things to do is master the icons located in the Google Sheets toolbar. Doing so will help ensure you’re getting the most out of its abilities and that you’re saving time with shortcuts. Take a look at the screenshot below to identify some of the basic icons and their purposes within the toolbar.

google-sheets-toolbar

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How to Create a New Spreadsheet

When you’re ready to create a new spreadsheet, you’ll just need to follow a few quick steps to get started. Open Google Sheets and click “File” > “New” > “Spreadsheet”.

create-new-google-sheet

Once you create your new spreadsheet, you can start adding data. If you want to work with an existing spreadsheet from Excel instead, you’ll need to import that data into your new Google Sheet.

google-sheets-import-file

From there, your file will be uploaded and automatically converted into a Google Sheet.

Sharing and Protecting Your Data

Once your Google Sheet is set up and populated, you’ll want to think about how to share and protect your data. Data is automatically saved, so you don’t need to worry about that part. You can select who you share your file with and whether they have edit, comment, or view permissions. You can also protect specific data within your sheet so that those who have access can only edit certain cells.

To share a file:

  1. Go to “File” > “Share” (or just click the blue Share button in the top right corner)
  2. Enter the email address of who you’ll be sharing the spreadsheet with
  3. Assign permission levels (such as “View only” or “Can edit”)
  4. Click “Advanced” and select any additional privacy conditions needed

To protect data:

  1. Navigate to “Data” > “Protected Sheets and Ranges”
  2. Choose “Range” or “Sheet” (to protect an entire sheet)
  3. Select the data you’d like to protect
  4. Click “Set Permissions”
  5. Choose to show an error warning to anyone who attempts to edit or customize editing permissions for certain people.

Organizing Data in Google Sheets

Google Sheets is a powerful tool that can hold a ton of data. That means the more data you have, the harder it becomes to find it — that’s when filtering comes in handy. Google Sheets has several filters that allow you to select the data you want to see and hide what you don’t.

How to Hide Data

Google allows you to hide entire rows or columns. This becomes useful when you want to restrict views for sharing, or when you’d like to control the amount of data you’re viewing at any given time. To hide a column, right-click the column you want to hide, then select “Hide Column”. When you hide a column, two arrows will appear on the previous and subsequent columns. Click these to restore the column to full view.=

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1643805669 775 The Ultimate Guide to Google Sheets

How to Freeze Rows and Columns

Freezing will create a floating row or column as you scroll and keeps the data in those fields within your line of sight. For example, if you use the first row to label your columns, you can freeze that row so you don’t have to remember what each column is as you scroll.

To freeze a row, select “View” > “Freeze” > “1 row” (or up to X rows).google sheets hack: freeze row

How to Filter Data

What if you’d like to view all of the data in a single column that fits a certain criteria? Apply a filter. Filters allow you to select a criteria and how that criteria applies to your data. For example, you can filter your ‘Site Visits’ column to show all values greater than 1000, or filter your sheet for all cells that have the word “cat”.

To set up a filter, select “Data” > “Create a Filter.” Click the funnel icon that appears in the column, then choose to filter by condition, value, or alpha or numeric order. Your sheet will only display data that satisfies your criteria.

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google sheets hack: creating filters

Learn about other filtering options below.

How to Setup and Use Google Sheets Offline

If you need to use Google Sheets offline, just follow the steps outlined here to turn on offline access to your spreadsheets.

Keep in mind:

  • You must be connected to the internet.
  • You’ll need to use the Google Chrome browser (don’t use incognito mode)
  • You’ll need to install and enable the Google Docs Offline Chrome extension.
  • Make sure you have enough free space on your device to save all your files.

From there:

  1. Open Chrome and make sure you’re signed in.
  2. Go to drive.google.com/drive/settings.
  3. Check the box next to “Sync Google Docs, Sheets, Slides & Drawings files to this computer so that you can edit offline.”
  4. To work on files offline from a computer, learn how to install Backup and Sync.

Advanced Google Sheets Tips

Now that you understand the basics of Google Sheets, let’s get into some advanced tips so you can start using Sheets like a pro. These tips are helpful to have in your back pocket … even if you don’t need them just yet.

Conditional Formatting and Heatmaps

Conditional formatting will automatically apply formatting to a cell based on a preset condition. For example, you can select to highlight a cell in red if the value entered is below 100 or reads “Error”.

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Heatmaps work similarly in that they apply a color scale to cells based on a median criteria (values greater than the median will appear darker while values lesser will appear lighter). This helps you view values on a gradient and identifies areas of concern on which to focus your attention.

google sheets hack: creating conditional formatting

Array Formulas

Array formulas can perform multiple calculations at once and output a value based on those calculations. Whereas most formulas require you to perform each step independently (e.g. sum one row then add it to the sum of the subsequent row), arrays make calculations much more efficient. This helps when working with large amounts of data.

Macros

The Macros feature records a series of steps that you’d like Google Sheets to repeat on command. For instance, if you work with a new data set each month, and need to manipulate that data in the same sequence each time, then you can record a Macro, and have Google do the work for you.

 

10 Must-Know Google Sheets Formulas

When you’ve entered your data and you need to do some quick number-crunching, basic formulas can help you find the answers you need. Here are a few commonly used Google Sheets formulas to speed up your data analysis.

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1. SUM

This formula adds all values within a selected range.

=SUM(range)

2. AVERAGE

This formula calculates the average of values within a range.

=AVERAGE(range)

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3. FILTER

This formula returns a filtered version of the source range, returning only rows or columns which meet the specified conditions. This is helpful when segmenting data by year or month.

FILTER(range, condition1, [condition2])

4. FIND

This formula returns the position at which a string is first found within the text. The Find formula is case sensitive.

FIND(search_for, text_to_search, [starting_at])

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5. COUNTIF

This formula returns a conditional count across a range.

=COUNTIF(range, criterion)

6. CONCATENATE

This formula allows you to combine values of multiple cells into one cell, e.g., first and last name.

=CONCATENATE(Value1, “ ”,Value2)

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7. VLOOKUP

This stands for vertical lookup. This formula searches down the first column of a range for a key and returns the value of a specific cell in the row found.

=VLOOKUP(search_key, range, index, [is_sorted]).

Learn how to do a VLOOKUP in less than a minute.

8. SPLIT

This formula divides text around a specified character or string, and puts each fragment into a separate cell in the row. Use this when you want to break up first names from last names in a list of customers or prospects.

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=SPLIT(text, delimiter, [split_by_each])

9. SUBSTITUTE

This formula replaces existing text with new text in a string. For example: You could replace a product name with a new one in a sheet of ad copy.

=SUBSTITUTE(text_to_search, search_for, replace_with, [occurrence_number])

10. PROPER

This formula edits text within a cell to title case so you don’t have to format each entry manually.

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=PROPER (text)

For more formulas you can use in Google Sheets, use the search tool on the spreadsheet functions list and find the one you need.

Google Sheets Functions & Skills You Should Know

How to Create a Pivot Table

  1. Select the cells with source data you want to use in your pivot table. Note: Each column will need a header.
  2. In the menu at the top, click “Data” > “Pivot table.” Click the pivot table sheet (if it’s not already open).
  3. In the side panel, next to “Rows” or “Columns,” click “Add” and then choose a value. Note: Sometimes you will see recommended pivot tables based on the data you’ve selected. To add a pivot table, under “Suggested,” select a pivot table.
  4. In the side panel, next to “Values,” click “Add”, then choose the value you want to see over your rows or columns. You can change how your data is listed, sorted, summarized, or filtered.
  5. Next to what you want to change, click the down arrow.
google-sheets-pivot-table

How to Remove Duplicates

  1. Select the cell in which you’d like to remove the duplicated info.
  2. Enter the function =UNIQUE(
  3. Select the cells you would like to pull data from
  4. Close the parentheses. Your function should look something like this: =UNIQUE(A:A)

How to Create a Drop-Down List

  1. Next to “Criteria,” choose an option:
  2. Click “Data” > “Data validation”.
  3. Select the cell or cells in which you want to create a drop-down list. List from a range: Choose the cells that will be included in the list.
  4. List of items: Enter items, separated by commas and no spaces.
  5. The cells will have a down arrow. To remove the arrow, uncheck “Display in-cell button to show list”.
  6. If you enter data in a cell that doesn’t match an item on the list, you’ll see a warning. If you want people to only enter items from the list, choose “Reject input” next to “On invalid data”.
  7. Click “Save”. The cells will show a drop-down list. To change the color of a cell based on the option, use conditional formatting (refer to section above).

How to Make a Graph

  1. Select the cells you want to include in your chart. To label your chart, add a header row or column.
  2. Click “Insert” > “Chart”.
  3. In the side panel, click “Data” > under “Chart type,” choose a chart.
  4. To edit your chart, click “Customize.”
google-sheets-create-chart

How to Merge Cells

  1. Highlight or select a range of cells.
  2. Right-click on the highlighted cells and select “Format Cells”.
  3. Click the “Merge” button in the toolbar, then select the merge option you need.
google-sheets-merge-cells

How to Download Google Sheets

If you want to use Excel or another tool for analyzing data sets with your file, you can easily export the file. Go to “File” > “Download as”. Then decide which format you need.

download-google-sheets

If you need more help getting started, the quickest way to get a crash course in using Google Sheets is to access the free Google Sheets Cheat Sheet, which outlines the basics on:

  • Customizing spreadsheet data
  • Working with rows, columns, and cells
  • Sharing/collaborating within your spreadsheet
  • Saving and protecting your information
  • Utilizing key functions

You can also access the Tips Library for more advice on using Google Sheets.

Where to Find the Best Google Sheets Templates

Building new spreadsheets from scratch can be extremely time-consuming, so don’t reinvent the wheel if you don’t have to. Instead, look for pre-existing Google Sheets templates that you can customize and use for your own efforts. Let’s look at a few different places where you can find ready-to-use templates for your marketing efforts.

1. HubSpot

where to find google sheets templates: hubspot

HubSpot’s library of Google Sheets templates is a gold mine of resources for the professional who needs to set up a spreadsheet quickly. In this library, you’ll find a template for any type of document you might need, including a business budget, competitive analysis, expense report, marketing dashboard, and more. You only have to plug in the numbers and personalize the fields. This option is a great fit if you’re looking for an individual template.

Otherwise, you might enjoy downloading HubSpot’s free template kits. The below bundles contain Google Sheets templates designed to supercharge a high-functioning marketing team.

  • Free Google Sheets Template Bundle: Don’t want to look through an entire library and download templates one-by-one? Download this starter kit to jumpstart your spreadsheet creation process.
  • Free Marketing Budget Templates: These customizable marketing budget templates are ideal for tracking your spending on product marketing, content, paid advertising, and more.
  • Free Editorial Calendar Templates: You don’t need expensive software to start planning your publication calendar. Use these templates to get started. They also sync with Google Calendar so that no post goes unpublished or accidentally passed over.
  • Email Marketing Planning Template: This email marketing planning template helps you conceptualize, refine, and schedule your campaigns to increase ROI and optimize your results.

2. Google Template Gallery

where to find google sheets templates: google template gallery add-on

This free Google Sheets add-on gives you access to dozens of different templates right within Google Sheets. There’s no need to download an external document or make a copy from a publisher you might not trust. In this tool, you can access templates for project management, timekeeping, and budgeting. The only downside is that it’s hard to look at the previews of the templates, because the thumbnails are quite small.

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3. Template.net

where to find google sheets templates: template.net

Template.net has a vast library of Google Sheets templates that you can easily preview and customize for your needs. While the library is not as marketing-specific, it still offers plenty for marketers to track their campaigns’ ROI, such as this social media marketing budget template. We recommend spending some time digging through this resource to find a template that works for you.

4. Blockspring

where to find google sheets templates: blockspring

Out of all the resources in this list, this one is the most unique. Why? Because these aren’t plain old templates where you can plug in the numbers and go. Blockspring’s templates are connected with third-party services to pull data into your spreadsheet. Instead of you having to manually link your spreadsheet to these third-party services, Blockspring’s templates do it for you.

For example, the template titled “Get content ideas on a topic using ‘Skyscraper’ analysis” uses data from Moz and Bing to get you a list of content ideas right on the spreadsheet — without you having to actually use either Moz or Bing. You only have to place the topic into the appropriate field, and the spreadsheet will populate on its own.

The only downside to using Blockspring’s templates is that you have to take a few extra steps for them to work. You have to download the Blockspring add-on onto Google Sheets, and then follow a few simple instructions to get the template up and running.

Haven’t found the Google Sheets templates that work best for you? Check out a few roundups we recommend:

The Best Google Sheets Add-Ons

To boost your efficiency in Google Sheets, consider using add-ons. Here are a few suggestions:

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TapClicks

Pull your paid search and social advertising data into one spreadsheet, and turn them into beautiful reporting dashboards you’ll be proud to show your team managers and directors. This is a paid tool that starts at $29/month.

Google Apps Script

Google Apps Scripts offers a way to extend the functionality of your Google Sheets workspace beyond the basics. The cloud-scripting language allows you to create, edit, and read your Google Sheet through an integration with other Google apps. Recommended for advanced users and developers. Check out the documentation here.

DataEverywhere

Share data between Excel, local databases, Salesforce, and Google Sheets, without importing or exporting any files. That means that if you’re using Excel and want to automatically sync the data with Google Sheets, you can do so without needing to re-upload the document into Sheets.

XLMiner Analysis ToolPak

Do statistical analysis with functions. Because Analysis ToolPak was originally a Microsoft Excel add-on, this is a great tool for you if you’re getting into Google Sheets after being an Excel user.

Power Tools Add-On for Google Sheets

Streamline routine operations, such as clearing out duplicates and searching for specific values. You can also compare sheets, which is highly useful if you’re working off of two similar spreadsheets. This is a paid tool that starts at $29.95/year.

SuperMetrics

Create a business reporting system for SEM, SEO, web analytics, and social media. Not only does SuperMetrics turn a large amount of data into a more digestible format, but it also carries out automatic refreshes — so there’s no need to manually pull in the data every time you want to see a summary of your performance.

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Clearbit Sheets

Create targeted email lists and qualify leads quickly. This add-on is a great option if you’re already familiar with a tool such as LinkedIn Sales Navigator. It fulfills a similar role, only the data lives on your own private spreadsheet, so there’s no need to sign in to LinkedIn every time you want to see prospect data.

Google Sheets is a Must-Have for Every Team

This quick guide to Google Sheets should help you get a running start as you leverage it for your marketing efforts. From more efficient tracking of different metrics to better planning around your content to easier collaboration with your team, this tool can help you make smarter, more data-backed choices that drive meaningful results for your brand.

Editor’s note: This post was originally published in October 2018 and has been updated for comprehensiveness.

business google sheets templates


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Tinuiti Marketing Analytics Recognized by Forrester

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Tinuiti Marketing Analytics Recognized by Forrester

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By Tinuiti Team

Rapid Media Mix Modeling and Proprietary Tech Transform Brand Performance

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Tinuiti, the largest independent full-funnel performance marketing agency, has been included in a recent Forrester Research report titled, “The Marketing Analytics Landscape, Q2 2024.” This report comprehensively overviews marketing analytics markets, use cases, and capabilities. B2C marketing leaders can use this research by Principal Analyst Tina Moffett to understand the intersection of marketing analytics capabilities and use cases to determine the vendor or service provider best positioned for their analytics and insights needs. Moffett describes the top marketing analytics markets as advertising agencies, marketing dashboards and business intelligence tools, marketing measurement and optimization platforms and service providers, and media analytics tools.

As an advertising agency, we believe Tinuiti is uniquely positioned to manage advertising campaigns for brands including buying, targeting, and measurement. Our proprietary measurement technology, Bliss Point by Tinuiti, allows us to measure the optimal level of investment to maximize impact and efficiency. According to the Forrester report, “only 30% of B2C marketing decision-makers say their organization uses marketing or media mix modeling (MMM),” so having a partner that knows, embraces, and utilizes MMM is important. As Tina astutely explains, data-driven agencies have amplified their marketing analytics competencies with data science expertise; and proprietary tools; and tailored their marketing analytics techniques based on industry, business, and data challenges. 

Our Rapid Media Mix Modeling sets a new standard in the market with its exceptional speed, precision, and transparency. Our patented tech includes Rapid Media Mix Modeling, Always-on Incrementality, Brand Equity, Creative Insights, and Forecasting – it will get you to your Marketing Bliss Point in each channel, across your entire media mix, and your overall brand performance. 

As a marketing leader you may ask yourself: 

  • How much of our marketing budget should we allocate to driving store traffic versus e-commerce traffic?
  • How should we allocate our budget by channel to generate the most traffic and revenue possible?
  • How many customers did we acquire in a specific region with our media spend?
  • What is the impact of seasonality on our media mix?
  • How should we adjust our budget accordingly?
  • What is the optimal marketing channel mix to maximize brand awareness? 

These are just a few of the questions that Bliss Point by Tinuiti can help you answer.

Learn more about our customer-obsessed, product-enabled, and fully integrated approach and how we’ve helped fuel full-funnel outcomes for the world’s most digital-forward brands like Poppi & Toms.

The Landscape report is available online to Forrester customers or for purchase here

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Ecommerce evolution: Blurring the lines between B2B and B2C

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Ecommerce evolution: Blurring the lines between B2B and B2C

Understanding convergence 

B2B and B2C ecommerce are two distinct models of online selling. B2B ecommerce is between businesses, such as wholesalers, distributors, and manufacturers. B2C ecommerce refers to transactions between businesses like retailers and consumer brands, directly to individual shoppers. 

However, in recent years, the boundaries between these two models have started to fade. This is known as the convergence between B2B and B2C ecommerce and how they are becoming more similar and integrated. 

Source: White Paper: The evolution of the B2B Consumer Buyer (ClientPoint, Jan 2024)

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What’s driving this change? 

Ever increasing customer expectations  

Customers today expect the same level of convenience, speed, and personalization in their B2B transactions as they do in their B2C interactions. B2B buyers are increasingly influenced by their B2C experiences. They want research, compare, and purchase products online, seamlessly transitioning between devices and channels.  They also prefer to research and purchase online, using multiple devices and channels.

Forrester, 68% of buyers prefer to research on their own, online . Customers today expect the same level of convenience, speed, and personalization in their B2B transactions as they do in their B2C interactions. B2B buyers are increasingly influenced by their B2C experiences. They want research, compare, and purchase products online, seamlessly transitioning between devices and channels.  They also prefer to research and purchase online, using multiple devices and channels

Technology and omnichannel strategies

Technology enables B2B and B2C ecommerce platforms to offer more features and functionalities, such as mobile optimization, chatbots, AI, and augmented reality. Omnichannel strategies allow B2B and B2C ecommerce businesses to provide a seamless and consistent customer experience across different touchpoints, such as websites, social media, email, and physical stores. 

However, with every great leap forward comes its own set of challenges. The convergence of B2B and B2C markets means increased competition.  Businesses now not only have to compete with their traditional rivals, but also with new entrants and disruptors from different sectors. For example, Amazon Business, a B2B ecommerce platform, has become a major threat to many B2B ecommerce businesses, as it offers a wide range of products, low prices, and fast delivery

“Amazon Business has proven that B2B ecommerce can leverage popular B2C-like functionality” argues Joe Albrecht, CEO / Managing Partner, Xngage. . With features like Subscribe-and-Save (auto-replenishment), one-click buying, and curated assortments by job role or work location, they make it easy for B2B buyers to go to their website and never leave. Plus, with exceptional customer service and promotional incentives like Amazon Business Prime Days, they have created a reinforcing loyalty loop.

And yet, according to Barron’s, Amazon Business is only expected to capture 1.5% of the $5.7 Trillion addressable business market by 2025. If other B2B companies can truly become digital-first organizations, they can compete and win in this fragmented space, too.” 

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If other B2B companies can truly become digital-first organizations, they can also compete and win in this fragmented space

Joe Albrecht
CEO/Managing Partner, XNGAGE

Increasing complexity 

Another challenge is the increased complexity and cost of managing a converging ecommerce business. Businesses have to deal with different customer segments, requirements, and expectations, which may require different strategies, processes, and systems. For instance, B2B ecommerce businesses may have to handle more complex transactions, such as bulk orders, contract negotiations, and invoicing, while B2C ecommerce businesses may have to handle more customer service, returns, and loyalty programs. Moreover, B2B and B2C ecommerce businesses must invest in technology and infrastructure to support their convergence efforts, which may increase their operational and maintenance costs. 

How to win

Here are a few ways companies can get ahead of the game:

Adopt B2C-like features in B2B platforms

User-friendly design, easy navigation, product reviews, personalization, recommendations, and ratings can help B2B ecommerce businesses to attract and retain more customers, as well as to increase their conversion and retention rates.  

According to McKinsey, ecommerce businesses that offer B2C-like features like personalization can increase their revenues by 15% and reduce their costs by 20%. You can do this through personalization of your website with tools like Product Recommendations that help suggest related products to increase sales. 

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Focus on personalization and customer experience

B2B and B2C ecommerce businesses need to understand their customers’ needs, preferences, and behaviors, and tailor their offerings and interactions accordingly. Personalization and customer experience can help B2B and B2C ecommerce businesses to increase customer satisfaction, loyalty, and advocacy, as well as to improve their brand reputation and competitive advantage. According to a Salesforce report, 88% of customers say that the experience a company provides is as important as its products or services.

Related: Redefining personalization for B2B commerce

Market based on customer insights

Data and analytics can help B2B and B2C ecommerce businesses to gain insights into their customers, markets, competitors, and performance, and to optimize their strategies and operations accordingly. Data and analytics can also help B2B and B2C ecommerce businesses to identify new opportunities, trends, and innovations, and to anticipate and respond to customer needs and expectations. According to McKinsey, data-driven organizations are 23 times more likely to acquire customers, six times more likely to retain customers, and 19 times more likely to be profitable. 

What’s next? 

The convergence of B2B and B2C ecommerce is not a temporary phenomenon, but a long-term trend that will continue to shape the future of ecommerce. According to Statista, the global B2B ecommerce market is expected to reach $20.9 trillion by 2027, surpassing the B2C ecommerce market, which is expected to reach $10.5 trillion by 2027. Moreover, the report predicts that the convergence of B2B and B2C ecommerce will create new business models, such as B2B2C, B2A (business to anyone), and C2B (consumer to business). 

Therefore, B2B and B2C ecommerce businesses need to prepare for the converging ecommerce landscape and take advantage of the opportunities and challenges it presents. Here are some recommendations for B2B and B2C ecommerce businesses to navigate the converging landscape: 

  • Conduct a thorough analysis of your customers, competitors, and market, and identify the gaps and opportunities for convergence. 
  • Develop a clear vision and strategy for convergence, and align your goals, objectives, and metrics with it. 
  • Invest in technology and infrastructure that can support your convergence efforts, such as cloud, mobile, AI, and omnichannel platforms. 
  • Implement B2C-like features in your B2B platforms, and vice versa, to enhance your customer experience and satisfaction.
  • Personalize your offerings and interactions with your customers, and provide them with relevant and valuable content and solutions.
  • Leverage data and analytics to optimize your performance and decision making, and to innovate and differentiate your business.
  • Collaborate and partner with other B2B and B2C ecommerce businesses, as well as with other stakeholders, such as suppliers, distributors, and customers, to create value and synergy.
  • Monitor and evaluate your convergence efforts, and adapt and improve them as needed. 

By following these recommendations, B2B and B2C ecommerce businesses can bridge the gap between their models and create a more integrated and seamless ecommerce experience for their customers and themselves. 

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Streamlining Processes for Increased Efficiency and Results

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Streamlining Processes for Increased Efficiency and Results

How can businesses succeed nowadays when technology rules?  With competition getting tougher and customers changing their preferences often, it’s a challenge. But using marketing automation can help make things easier and get better results. And in the future, it’s going to be even more important for all kinds of businesses.

So, let’s discuss how businesses can leverage marketing automation to stay ahead and thrive.

Benefits of automation marketing automation to boost your efforts

First, let’s explore the benefits of marketing automation to supercharge your efforts:

 Marketing automation simplifies repetitive tasks, saving time and effort.

With automated workflows, processes become more efficient, leading to better productivity. For instance, automation not only streamlines tasks like email campaigns but also optimizes website speed, ensuring a seamless user experience. A faster website not only enhances customer satisfaction but also positively impacts search engine rankings, driving more organic traffic and ultimately boosting conversions.

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Automation allows for precise targeting, reaching the right audience with personalized messages.

With automated workflows, processes become more efficient, leading to better productivity. A great example of automated workflow is Pipedrive & WhatsApp Integration in which an automated welcome message pops up on their WhatsApp

within seconds once a potential customer expresses interest in your business.

Increases ROI

By optimizing campaigns and reducing manual labor, automation can significantly improve return on investment.

Leveraging automation enables businesses to scale their marketing efforts effectively, driving growth and success. Additionally, incorporating lead scoring into automated marketing processes can streamline the identification of high-potential prospects, further optimizing resource allocation and maximizing conversion rates.

Harnessing the power of marketing automation can revolutionize your marketing strategy, leading to increased efficiency, higher returns, and sustainable growth in today’s competitive market. So, why wait? Start automating your marketing efforts today and propel your business to new heights, moreover if you have just learned ways on how to create an online business

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How marketing automation can simplify operations and increase efficiency

Understanding the Change

Marketing automation has evolved significantly over time, from basic email marketing campaigns to sophisticated platforms that can manage entire marketing strategies. This progress has been fueled by advances in technology, particularly artificial intelligence (AI) and machine learning, making automation smarter and more adaptable.

One of the main reasons for this shift is the vast amount of data available to marketers today. From understanding customer demographics to analyzing behavior, the sheer volume of data is staggering. Marketing automation platforms use this data to create highly personalized and targeted campaigns, allowing businesses to connect with their audience on a deeper level.

The Emergence of AI-Powered Automation

In the future, AI-powered automation will play an even bigger role in marketing strategies. AI algorithms can analyze huge amounts of data in real-time, helping marketers identify trends, predict consumer behavior, and optimize campaigns as they go. This agility and responsiveness are crucial in today’s fast-moving digital world, where opportunities come and go in the blink of an eye. For example, we’re witnessing the rise of AI-based tools from AI website builders, to AI logo generators and even more, showing that we’re competing with time and efficiency.

Combining AI-powered automation with WordPress management services streamlines marketing efforts, enabling quick adaptation to changing trends and efficient management of online presence.

Moreover, AI can take care of routine tasks like content creation, scheduling, and testing, giving marketers more time to focus on strategic activities. By automating these repetitive tasks, businesses can work more efficiently, leading to better outcomes. AI can create social media ads tailored to specific demographics and preferences, ensuring that the content resonates with the target audience. With the help of an AI ad maker tool, businesses can efficiently produce high-quality advertisements that drive engagement and conversions across various social media platforms.

Personalization on a Large Scale

Personalization has always been important in marketing, and automation is making it possible on a larger scale. By using AI and machine learning, marketers can create tailored experiences for each customer based on their preferences, behaviors, and past interactions with the brand.  

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This level of personalization not only boosts customer satisfaction but also increases engagement and loyalty. When consumers feel understood and valued, they are more likely to become loyal customers and brand advocates. As automation technology continues to evolve, we can expect personalization to become even more advanced, enabling businesses to forge deeper connections with their audience.  As your company has tiny homes for sale California, personalized experiences will ensure each customer finds their perfect fit, fostering lasting connections.

Integration Across Channels

Another trend shaping the future of marketing automation is the integration of multiple channels into a cohesive strategy. Today’s consumers interact with brands across various touchpoints, from social media and email to websites and mobile apps. Marketing automation platforms that can seamlessly integrate these channels and deliver consistent messaging will have a competitive edge. When creating a comparison website it’s important to ensure that the platform effectively aggregates data from diverse sources and presents it in a user-friendly manner, empowering consumers to make informed decisions.

Omni-channel integration not only betters the customer experience but also provides marketers with a comprehensive view of the customer journey. By tracking interactions across channels, businesses can gain valuable insights into how consumers engage with their brand, allowing them to refine their marketing strategies for maximum impact. Lastly, integrating SEO services into omni-channel strategies boosts visibility and helps businesses better understand and engage with their customers across different platforms.

The Human Element

While automation offers many benefits, it’s crucial not to overlook the human aspect of marketing. Despite advances in AI and machine learning, there are still elements of marketing that require human creativity, empathy, and strategic thinking.

Successful marketing automation strikes a balance between technology and human expertise. By using automation to handle routine tasks and data analysis, marketers can focus on what they do best – storytelling, building relationships, and driving innovation.

Conclusion

The future of marketing automation looks promising, offering improved efficiency and results for businesses of all sizes.

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As AI continues to advance and consumer expectations change, automation will play an increasingly vital role in keeping businesses competitive.

By embracing automation technologies, marketers can simplify processes, deliver more personalized experiences, and ultimately, achieve their business goals more effectively than ever before.

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