You’ve got the social proof that referral marketing works. But how well is it working for you?

While an endorsement from a family member or friend holds stronger influence than most advertising and marketing channels, are you doing everything you can to optimize conversions after the initial referral takes place?

Immediate credit toward product and services can be enticing for some but if they’re still on the fence or not ready to buy, how are you engaging them in a way that will keep their attention and keep you top of mind?

Try segmenting based on wealth...Read more

We know that data-driven marketing is becoming more critical to marketers and fundraisers. One doesn’t need a crystal ball to know it will continue to influence what we build and execute in 2016. Let’s be clear, it’s not about more data, but data that can drive business decisions. Company leaders, especially within the C-suite, are considering how they will define their own vision of a data-driven company, the metrics required and how to adopt predictive prospecting as a strategy.

In a recent webinar,...Read more

As WealthEngine’s CMO Mike Lees mentioned in a recent post, "big data" is being talked about everywhere. But before we get trapped under a mountain of data, let’s take a step back and look at what’s really important to track.

Of course customer data points vary depending on the industry and the channel in which you are focusing your marketing efforts on, but here’s the top five that we...Read more

We gathered marketing leaders in San Francisco to talk about how to scale marketing personalization with special guest, Bryan Kramer. Bryan Kramer is the CEO of Purematter, creator of #H2HChat on Twitter and author of the book “Shareology”, just released on July 14.

After the event, Bryan sat down with us for a Q&A.

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Marketing is critical to the success of a company, right? You would think that this was a commonly held belief but the true test is if the CEO sees marketing as a high priority. Forbes talks about this in their coverage of the CMO Impact Study I tweeted last week.

Many small business embrace analytics to a degree through their website metrics and their email marketing dashboard and in many cases this is where their data-driven marketing begins and ends because many believe that anything...Read more

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