All posts by Oliver Peterson


How We Use Automations for Marketing Operations Reporting

How We Use Automations for Marketing Operations Reporting

As your marketing team’s content manager, you want to be able to know your content engine is working for you at maximum efficiency, and have a clear overview of the important work being done.

This is perhaps easier said than done, when there can be countless systems and processes to keep track of, from marketing operations, onsite content, offsite comarketing relations, email correspondences, to SEO reporting – it can all become overwhelming.

But it doesn’t have to be!

Wouldn’t it be great if you could benefit from detailed reporting without having to bend over backwards restructuring your meetings and how you collect data?

Well, that’s more or less how we’ve set up reporting in our marketing team at Process Street. In this post I’ll briefly summarize how our marketing team saves time and effort with a nifty workflow that utilizes Automations and native integrations, and allows us to:

  • Coordinate dozens of comarketing relationships while maintaining clear record of communications;
  • Track the number of guest posts we’ve accepted and published;
  • Highlight top priority action items;
  • Quickly & easily analyze referring domains of target pages;
  • Automatically push everything into Google Sheets;
  • Automatically generate graphs and charts;
  • Automatically post a Slack message with key marketing reporting metrics;

Specifically, this post will cover:

Continue Reading

Essential Etiquette for Customer Success Communications

essential etiquette for customer success communications

This is a guest post by Andriy Zapisotskyi. Andriy is a Growth Manager at Mailtrap. He has over 5 years of experience in the field of marketing & loves to network with new people.

Jeff Gardner (Director of Customer Support & Success at Intercom in the early days) on customer communications:

“It’s got to be easy. Don’t make customers jump through hoops to use your product.

It’s got to be effective. Know everything about your product, including its limitations.

It’s got to be authentic. Make sure everyone’s aligned on your fundamental cultural values.”

As a Customer Success Manager, you represent the customer’s interest and your goal is to help them get value from your product. In many ways, they are the link between the user and the company, and that link grows stronger the more acquainted with the product the customer becomes.

CSMs are kind of like a combination of product manager and technical support; one of their chief duties is leading the Customer Success team in handling all communication from the customer about the product, be it questions about service, onboarding, or resolving technical difficulties.

It goes without saying that communication is important. The tone, content, and delivery of any kind of messaging should be refined and optimized to deliver the best possible customer experience. You should consider how to tailor different messages for different purposes, mediums, and customer profiles. A one-size-fits-all approach is unlikely to get you very far, and a keen understanding of etiquette around customer success communications is essential.

This means the CSM needs to be able to take into account the nuances of written communication with individual customers and be able to adjust their approach to each specific situation.

In this Process Street post, I’ll detail the core principles vital for a CSM to lead their team to successful communications with all customers.

Let’s dive in!
Continue Reading

How to Scale Content Marketing: Building a System for Growth

how to scale content marketing

Brad Smith is the CEO at Wordable and the founder of Codeless (a content production agency). His content has been highlighted by The New York Times, Business Insider, The Next Web, and thousands more.

So, you’re ready to scale your marketing efforts, eh?

You’re not the only one: 70% of marketers are taking content marketing seriously — and sooner or later, they start scaling up, increasing competition in the process.

With all the marketing noise out there, it can be difficult to position yourself as an industry leader. But don’t worry, we’re here to help.

In this Process Street post, we’ll cover:

Let’s jump right in!
Continue Reading

Building a Content Marketing Strategy: Tips to Get Your Team Excited

building a content marketing strategy

Ovi Negrean is the CEO and Co-Founder of SocialBee.io, one of the most user-friendly social media management tools on the market. He and his team help startups, small businesses, freelancers, and entrepreneurs reach their marketing goals through keyword-informed and customer-driven articles, as well as innovative social media content.

We all have a list of things we want to try out. And in the case of digital marketing, that list usually focuses on new technologies and strategies.

This Process Street article will provide you with the tips you need to apply as a marketing enthusiast in order to get your team excited. Whether you’re a fan of digital marketing, content marketing, influencer marketing, or social media marketing, you will most definitely find something of interest for any of these fields.

We’ll be covering:

Alright, let’s get started!
Continue Reading

Employee Rewards: How to Evaluate Performance & Encourage Better Work

employee rewards

Gabe Nelson is a content specialist of over 7 years of experience, currently working with bonus.ly. He has a passion and keen understanding when it comes to HR and employee management. He has written hundreds of content pieces in numerous niches. Currently, he lives in Missouri with his wife and kids.

Your employees are the lifeblood of your business. They provide the support and manpower you need to function and grow. The level of success and the results you achieve will directly reflect the performance of your employees.

Satisfied employees are also more productive and efficient. However, a study showed that as much as 85% of employees are happy with their jobs and only 15% of employees are engaged in the workplace. Happy and engaged workers are more likely to feel personally invested in your business, leading them to work harder and smarter; this results in better products and more satisfied customers.

It’s also vital that employees know where they stand. Not receiving a promotion or a much-anticipated raise because of performance shouldn’t be a surprise to them. Conversely, they should also receive positive feedback for a job well done to keep them moving on the right track; this means that evaluating employees’ performance is an essential role of leadership.

So how do you guarantee an employee’s role is as fulfilling as possible? And how do you communicate how well they are doing in their roles?

In his Process Street article, we’ll be covering:

Let’s jump right in!
Continue Reading

HR Automation: How to Automate Your Most Important HR Workflows

hr automation
Hanson Cheng is the founder of Freedom to Ascend. He empowers online entrepreneurs and business owners to put the systems in place for growth and 10x their business.

Despite being responsible for managing human resources, the HR department is usually one of the most understaffed and overworked departments in many companies. This is because HR involves many manual, repetitive, and monotonous tasks—these range from recruitment to pay and benefits to everything else in-between.

Automating your HR processes will help you:

  • Streamline workflows;
  • Ensure all your processes are consistent;
  • Reduce errors.

Ultimately, HR automation saves you time and money — valuable resources you could better spend on other pressing HR tasks. Research shows that automation can help decrease administrative tasks by 49 percent for HR employers and 30 percent for HR professionals. The same study also revealed that up to 34 percent of HR departments said their organizations were slow in adopting HR automation.

In this Process Street post, we’ll be covering:

Let’s jump right in!
Continue Reading

Marketing Agency vs. Marketing Consultant: Which is Better for Project Managers?

marketing agency vs marketing consultant

Jaron Soh is Co-founder and COO at Traktion, the platform that makes hiring for growth simpler, agile, and more profitable for businesses.

According to a recent survey by The Digital Project Manager, the two biggest project management challenges of 2020 can be neatly summarised as people problems and project problems.

If that sounds a little vague, let’s get specific. 27% of those surveyed experienced challenges with their project stakeholders (i.e. people), while 24% encountered challenges with budgets and deadlines (you guessed it, project).

Thinking about this within the context of a marketing project, it’s easy to get distracted by those project-related concerns, wondering: “How do I deliver this on time and on budget?”

Well, here’s the thing… In my experience, you’re asking yourself the wrong question.

When it comes to marketing, don’t focus solely on the “how”; make sure you look at the “who”, too.

There’s a people problem to overcome. Ask who you should use to help deliver your marketing project on time and on budget; a solo marketing consultant, or a full-blown marketing agency? To answer that, you need to understand how they differ from one another, and the scenarios in which to use them.

In this Process Street post, we help you do just that. Here we explore:

Ready? Let’s dive in.
Continue Reading

The Importance of Core Values: How to Captivate Customers & Compel Teams

importance of core values

“Well-defined values don’t sound like the safe platitudes of a Hallmark card”Patrick M. Lencioni, Management guru

Lencioni also wrote that “Most values statements are bland, toothless, or just plain dishonest. [They] create cynical and dispirited employees, alienate customers, and undermine managerial credibility.”

For early stage startups, formal value statements are multi-functional; they should help your team understand and act on your internal best practices and empower them to make decisions that will benefit the company as a whole.

These values are the boundaries within which your business will operate in pursuit of its goals, and set the tone for day-to-day operations.

Think of core values as one of the three pillars of principle holding up your business operations; the other two being mission and vision.

In this Process Street article, we’ll explore why core values are important, how they align with mission and vision, and some examples of core values from other companies.

We’ve also got some statements from our own team about how they live and act on our own internal values in their day-to-day work.

Continue Reading

What Does a Customer Success Manager Do? 8 Essential CSM Responsibilities

what does a customer success manager do

As the CEO of Custify, Philipp Wolf helps SaaS businesses deliver great results for customers. After seeing companies spend big money with no systematic approach to customer success, Philipp knew something had to change. He founded Custify to provide a tool that lets agents spend time with clients—instead of organizing CRM data.

Customer success is vital to a company’s growth because customers are the ones that bring revenue. Although more popular in high-tech sectors, like SaaS product development or cloud services, the customer success manager (CSM) role is gaining more and more popularity in other businesses as well.

But you may be asking, what does a customer success manager even do?

A CSM’s role revolves around making sure customers get their desired outcomes while using the service/product, thus prolonging their life cycles.

In this Process Street article, I will walk you through a customer success manager’s tasks, from onboarding and training the customers, to reducing churn, dealing with critical events, getting and analyzing feedback from customers, and so on.

Read on to get a full 360-view of what the CSM role entails and why it’s so important for a company:

Let’s jump right in!
Continue Reading

What is a Blog Maturity Model? How We Create Quality Content at Process Street

blog maturity model

When you’re doing any kind of content marketing, you want to be able to understand how well you’re doing. You want to be able to look at the performance of the content you’re creating and feel assurance that you’re:

  1. Driving forward key goals and objectives tied to your content strategy;
  2. Continuously optimizing and improving the quality of your content in order to hit those goals.

Especially when you’re creating this kind of content that involves a degree of creative input (writing!) it can be difficult to measure quality.

This is where maturity models come in. Maturity models can be a great way to build and assess how successful an organization or system is at achieving continuous improvement.

Ultimately, it’s the idea that you’re constantly seeking to test and improve the way in which your organization runs. You’re not standing still.

We’ve written before about more generally applicable Capability Maturity Models, but this post takes a look at our internal Blog Asset Maturity Model (BAMM) process that we use to audit and continuously improve the quality of our blog content.

In this Process Street article, we’ll cover:

Continue Reading

Get a free Process Street account
and take control of your workflows today.

No Credit Card Required