Product Marketing Strategy: The Key to a Successful SaaS Business

Vinay Patankar February 24, 2020

Design, Management, Marketing

The importance of the relationship between product and marketing is something that’s often overlooked.

But when the product and marketing teams aren’t on the same page regarding the product and the problems it aims to solve, chances are the marketing won’t match the product’s value proposition and in turn, will discourage potential users from signing up.

This could be detrimental to the success of a product organization.

So, what can you do to avoid these miscommunications and build a synergistic relationship between the two?

In this article, I’ll share some tips and information that will be critical in strengthening the relationship and performance of the product and marketing teams at your company to achieve success.

We will cover:

Let’s get started!
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Enterprise Content Management (ECM): How to Organize Your Content Like a Pro

Thom James Carter February 17, 2020

Business, Document Management, Management

Enterprise Content Management

Information. Documents. Critical business material.

As businesses scale from a several-person startup to one that’s larger and more robust, it’s important to have a place where all this business-related content can be stored, organized, and easily accessed.

To boot, it’s also necessary to have the requisite processes so all this content is, well, managed properly.

Why?

Because by 2025, the amount of global data created each day will reach 463 exabytes – and the majority of this data will be unstructured.

If a business is not using a centralized repository and doesn’t have the right processes in place, there will be bedlam.

This is why ECM exists.

Enterprise content management (ECM) is the solution for modern businesses wanting to keep content safe, secure, useable, and accessible through its life cycle.

In this Process Street post, you’re going to learn all about ECM, from its exact definition to understanding why it’s beneficial, and learning what ECM tools are capable of and what they’re not designed to do. Read the sections below to get the complete lowdown:

Let’s begin your journey to becoming content with your enterprise’s content management.

The 10 Best Productivity Apps Every Content Marketer Needs

Thom James Carter February 13, 2020

Marketing, Productivity, Software, Writing

Productivity Apps

This is a guest post by Travis Taborek. Travis is a content marketer and copywriter based in the San Francisco Bay Area. He is a graduate of General Assembly’s Digital Marketing Bootcamp and has done SEO and content work for business ranging from small tech startups to corporations like TiVo. Read his work here.

Content marketers have their work cut out for them.

They’re tasked with generating fresh ideas for content that stimulates interest in a brand and demonstrates thought leadership consistently, frequently, and at scale.

Fortunately, there is no shortage of productivity apps out there to help keep your mind focused, your writing clear, your headlines eye-grabbing, and your calls-to-action compelling.

To help you do your best work possible, I’ll show you the 10 best productivity apps you need in your digital toolbox.

Specifically, after explaining what productivity apps are, I’ll break each app down into one of four categories – brainstorming, focus, creation, and general productivity – then highlight their features, use cases, and pricing plans.

Just read through the following sections in this guest post for Process Street:

Let’s get started!

The Different Types of Checklist Teams Should Use (& How They’ll Help)

Thom James Carter February 11, 2020

Business, Business Processes, Checklists

types of checklist

Picture this: You’re on vacation.

(Sounds good already, huh?)

It’s summer. The sun’s shining. You’re on a beach with white sands and an ocean so clear you can see the coral.

You think, “Hey, I wouldn’t mind an ice cream right about now.” So you go to the ice cream kiosk before it closes for the day, choose your flavor of choice, go back to your towel, and eat it.

It’s the best ice cream you’ve ever had.

You want more.

But it’s gone. (And the kiosk is shut, too.)

Your vacation is ruined. R U I N E D.

Sometimes, one of something isn’t enough. Not just when it comes to delicious food, but also concerning more practical things like iPhone charging cables (why are they so flimsy, Apple?!), and of course, checklists.

Having multiple checklists holds you and your team in incredibly good stead when it comes to all kinds of business-related activity, no matter if the team works in marketing, engineering, sales, or customer support.

But don’t take my word for it.

Take the word of the 30+ businesses who’ve offered their insights to the Process Street community regarding the types of checklist they use (and why). Read through the following sections to get the complete lowdown:

Now, forget about that ice cream – there’s work to do!

Organize Gmail: Top Expert Tips to Reach Inbox Zero

Jane Courtnell February 6, 2020

Business, Personal, Technology

Organize-Gmail

This is a guest post by Sarabeth Lewis, a freelance SaaS copywriter and UX writer based in Austin, Texas. Lewis regularly writes for AppSumo, a team of amazing folks who run insane lifetime deals on the best software tools in the world… while eating an impressive number of tacos.

Email. What a blessing (and a curse).

If you’re anything like me, you’ve let your inbox get away with far too many shenanigans. You want to take back control and organize your Gmail. But how?

At Process Street we understand that email is ubiquitous for working professionals. Despite its ubiquitous use, many complain email has a central flaw: a tendency to become your to-do list.

Am I wrong?

This usually occurs passively, inadvertently causing you to lose control of your own time.

When your day is commandeered by your inbox, it means that other people are controlling your calendar.

In this article, you will find out how to take back control and organize your Gmail. Click on the links below to jump to the relevant section, or scroll down to keep reading.

Let’s get started.

Operational Audit: Best Practices Used by the Experts

Jane Courtnell February 5, 2020

Business, Inspections, Quality Control

Operational Audit, Best Practices Used by the Experts

70% of all businesses fail within the first 10 years.

Business owners reading this: for every ten of you, 7 will fold.

Despite that morbid start, I begin this Process Street article looking at the operational audit. I will demonstrate how using an operational audit can refine, improve, and evolve your business operations, setting you up for business prosperity. Wouldn’t it be nice to alter the above stat to 100% business success?

A tall order but, as the Westlife song goes, Nothing is impossible – apologies if you are not a Westlife fan. I believe that optimized operational audits play a significant role in driving business success. In this article, I will explain why. You will also find out:

What an operational audit is
The benefits operational audits bring to Business
Operational audit best practices
How you can implement internal operational audits with Process Street. These will be recurring processes within your business

To jump to the relevant section, click on the links below. Alternatively, scroll down and read all to become an expert in the auditing world.

Let’s get started!

Writing Checklists: Tips & Tricks From 15 Thriving Businesses

Thom James Carter February 4, 2020

Business Processes, Checklists, Productivity

writing checklists

In 1836, Edward Bulwer-Lytton came up with the adage “the pen is mightier than the sword“.

Bulwer-Lytton was referring to good writing and effective communication being the most powerful tool of all. So powerful that it could win wars.

In business’ modern-day war against tough deadlines, seemingly never-ending workloads, and stiff business competition, Bulwer-Lytton’s adage still rings true.

Particularly when it comes to penning checklists.

Here at Process Street, we’d go far as to say that checklists are something of a secret weapon hidden in plain sight. They maximize productivity, minimize stress and anxiety, and can keep perilous human error at bay.

But the rewards can only be reaped if checklists are well-written.

Not sure how to write checklists properly? Confused whether you’re penning checklists the right way or not?

I’ve got you covered in the following sections where you’ll learn what checklists are used for, why they’re so useful, on top of being given tips and tricks for writing checklists from 15 thriving companies:

Now, it’s time to march onwards!

How to Build a Knowledge Management System (KMS): The Basics

Vinay Patankar January 31, 2020

Business, Management, Onboarding

knowledge management system

Knowledge is power, but you need a system in place to harness that power effectively.

Everything that happens in your business depends on some kind of specialized knowledge, whether it’s new employee onboarding, dealing with customer requests, compliance issues, or marketing a new feature launch.

Your knowledge management system is the firm foundation upon which you build your business.

Despite this, statistics show that as many as 40% of employees do not utilize proper knowledge management solutions, and between 7-20% of their time is spent figuring out a problem from scratch when the solution already exists somewhere in the company.

These bad business practices cost Fortune 500 companies $31.5 billion each year.

How much money are you losing, and how much time are you wasting without a proper knowledge management system in place?

Knowledge management shares many fundamental principles with the idea of business process management (BPM), and as such it’s possible to use BPM software like Process Street to implement a powerful knowledge management system.

In this article, we’ll be looking at:

Let’s start by understanding some basic principles of a knowledge management system.
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SaaS Onboarding: The Strategy We Used to Triple Conversions

Thom James Carter January 30, 2020

Business, Onboarding, SaaS, Startups

SaaS onboarding

This is a guest post by Daniel Ndukwu. Daniel has extensive experience in digital marketing and is the Founder of KyLeads. There he helps business owners and publishers increase their leads and audience engagement with smart popups, interactive quizzes, and surveys.

In 2017, I had a brilliant idea.

Many of the tools for conversion rate optimization are point solutions. They make popups, landing pages, quizzes, surveys. Very few of them – if any – combine those functions into one.

I decided I would tackle the challenge by building a tool (now called KyLeads). It would allow people to create surveys, popups, and quizzes for lead generation and customer research.

After going through two development teams, rebuilding our user interface, and learning first-hand how hard it is to make software, we launched.

There was little fanfare and only a few customers when we started. But my team and I kept going. We knew it would be a long journey to success – and it’s paying off.

This article shares the best practices, tactics, and processes we used (and are still using) to improve our SaaS onboarding and grow our business into something spectacular.

Want to turbocharge your business’ onboarding successes and conversion rates in half the time?

Just read through the sections below to uncover these insider tips and tricks yourself:

Now, let’s get stuck in.

How to Use Checklists in the Workplace for Maximum Success

Thom James Carter January 28, 2020

Business, Business Processes, Checklists

checklists in the workplace

At Process Street, we’re all about checklists. We use them for absolutely everything.

I have a checklist for my daily tasks, a checklist for writing this blog post, and even a checklist for planning our monthly sprint!

Basically, no task is too big nor too small for a checklist.

But it got us thinking – what are the best ways to use checklists to get maximum value from them?

My personal view is that they’re most useful for highly regular recurring tasks, like a sales call or dealing with an IT support ticket.

My reasoning here is that following the checklist gives you incremental benefits, so the more you follow it the more you benefit. Moreover, the more you follow a business process, the more you understand it’s faults and failings, allowing you to make improvements. Therefore, using a checklist to follow a business process for a task which you do multiple times a day will give you the highest efficiency savings and output increases.

This is compounded if you use a tool like Process Street due to its automation potential; you can automate data entry for data gathered during the task, you can trigger another action in another app, or you can automate the approval process for a completed task.

So I think I have a pretty strong case for why the most common actions benefit most from checklists, but that doesn’t necessarily tell us how they can work best for you.

In this article, you’ll look at a few different ways of employing checklists and get great insight and input from across the industry, as part of Process Street’s original research.

Let’s get started.