Learn real world tips and techniques to enhance customer experience in your organization.
Monday, February 18, 2013
Email Marketing Rate Comparisons
The answer varies for everyone, but Eloqua's Benchmark study is a great place to start. They recently compared their benchmark data from Jan.-Nov. in an effort to provide you with some guides for click rates, open rates, and click to open rates. The results can be seen here.
Take-away: Check out the benchmarks and see where you rank against the Best in Class.
Tuesday, November 27, 2012
KISS, Your Customers Will Like It
I worked with a firm launching a new product recently. They came to me to see what I thought and give an honest opinion. My opinion was that the product was great, so I asked how much it was...they proceeded to share with me one of the most complicated pricing structures I have ever seen. I recommended they simplify it before they went to market. They did not heed my advice. When the product launched they immediately had some interest, and every time they got to pricing, they lost the customer and the deal. They have since restructured the pricing and made it; as you guessed, simple.
The Corporate Executive Board, recently conducted a study focused in on what makes consumers “sticky.” "We looked at the impact on stickiness of more than 40 variables, including price, customers’ perceptions of a brand, and how often consumers interacted with the brand. The single biggest driver of stickiness, by far, was “decision simplicity”—the ease with which consumers can gather trustworthy information about a product and confidently and efficiently weigh their purchase options." Big shock, they found that what consumers want is, simply, simplicity.
The article further shows the top ten reasons customers connect online, the number one reason DISCOUNTS.
Take-away: As you look at pricing structures, new product, service offerings, keep one thing in mind. KISS KISS KISS!!
A portion of this blog is republished from the Harvard Business Review: http://hbr.org/2012/05/to-keep-your-customers-keep-it-simple/ar/1
Tuesday, October 23, 2012
Another Airline Experience Lesson
Wednesday, August 29, 2012
10 Reasons Why You Should Learn About Cloud-based Software
Wednesday, August 22, 2012
The Most Powerful Word in Loyalty Building
SORRY!
You can’t win them all, but you sure can apologize and own your losses. Pleasing everyone is a daunting task, and if that is all you try to do you probably won’t ever get anything done. Worse, you are pretty unlikely to be unsuccessful.
With all of that said, one of the best tools you have to create a positive experience in an unfortunate situation is the power of the phrase, I am sorry. I think we all know it, but it can be hard to execute. It means that you may have to have a difficult conversation or swallow your pride, but I can tell you an apology can go a long way to build loyalty.
Take-away: Next time you are in an unpleasant situation here are some steps to follow.
1. Listen to the person share why he/she was upset.
2. Repeat what you did that upset the person in question.
3. Apologize for that action.
4. Share what you will do to prevent that action from happening in the future.
5. Take action to prevent the action as you indicated you would.
6. Move on! Life is short, don’t dwell on mistakes. After all, we are all human.
Tuesday, April 3, 2012
Free Tools on the Web

Thursday, March 29, 2012
Listen and Respond, Lesson's From a Three Year Old
After receiving Lily's letter about their product Sainsbury's replied just as one should to a three year old. Then her family posted the reply, and at screen capture this letter had almost 150,000 likes on Facebook. Now that is something to be happy about if you are Sainsbury.
After reading this adorable post, I wanted to try some Tiger Bread. Needless to say, this type of customer service truly creates an experience above the norm that can't be denied.
Take-away: Next time you have the opportunity to respond in a fashion that makes a difference to one person, you should because in today's online world one can sometimes equate to 150,000.
Tuesday, February 28, 2012
Satisfaction Does Not Equal Loyalty
Step 1: LEARN
Capture and share information across your organization. Share information you glean from your customers, your sales teams, R&D, and any other resources. If you are a small company, rely on in store feedback and surveys.
Step 2: TEACH
Teach customers, don't just sell to them. Focus on teaching your customers about the industry you serve them in. For example, Sage Nonprofit Solutions sells Nonprofit Accounting and Fundraising Software. As such, we work to teach our customers about our solutions, and how to be successful in the industry. What is happening in the industry and how they can be more successful. This is a true win/win. When customers know more about how you can help them and why it matters, they are more likely to purchase.
Step 3: AMPLIFY
When you have a raving fan, you should be sharing the voice of that fan with everyone you can. And, you should be educating that fan with knowledge about your organization, how it works, how it helps, and how it can move other organizations forward. Essentially creating a powerhouse of word of mouth advertising.
Take-away: As with all things, it is easier said than done, but the results show that investing in true loyalty measures pays off in the long run.
Source: Marketing Leadership Council, Redefining Customer Loyalty: Growing Share of Wallet by Systematizing Customer Delight, Washington D.C.
Wednesday, January 18, 2012
Things I have learned from our nonprofit customers that you can use!
The event was an amazing success. Here are a few of the top lessons I learned from our customers that you can use for your donors:
1. Communicate- Your donors want to know more. Email is not enough. We need to share what we are doing multiple times, and we need to share it in multiple channels.2. Share- Your donors want to know how the organization is impacting others and what others are doing in the organization. One of the primary benefits of the success tour was being able to share the success The Jazz Foundation is having with Sage Fundraising Online. It was a win/win for everyone in the room. We were able to share the success of great product, and our customers were able to learn a great deal about online fundraising. You can do that in your organizations too. (Thanks Petr!)
3. Give them what they want- I have said this a million times and heard it a billion, but it bears repeating. If you are sharing information about dog rescue with a cat person the message will not be heard. Target your audience based on what they want to hear and what they care about.
4. Timing- New York in December is beautiful, but it is also hard to navigate and a very busy. Sadly we inconvenienced our customers by bringing them into the city during the Holidays. A great lesson for us and you. Is the timing of your events suited for your schedule or the schedule of your donors? Make sure they both jive.
5. Answer the questions- A great learning for me was that we need to have a more succinct resource for supporting our customers, so we put together a customer resources page to help answer their questions. Time and again, I stumble upon nonprofit pages that don’t answer the basic questions of donors.
- Who are you?
- Why should I give you my money?
- Are you accountable for the money you have gotten before?
These are must have’s for all nonprofit websites, and it was a great reminder for me.
Take-away: All in all, I learned more from those four short hours than I have in my five years with Sage. When was the last time you got your donors together and asked them how you were doing? Maybe it’s time!!!
Thursday, October 20, 2011
Don't Listen to Your Customers!
Further, he says "Companies should instead employ more precise tools, such as "demand profit pools," which organize customers into groups based on the "demand they want to satisfy, on the ‘why' behind the decisions they make and on the profitability they represent."
Now---this is a cool idea that nonprofits can 100% take advantage of. So, let's take this great article and think about how we could leverage this for nonprofit success.
This year as you go to strategic planning, divide your teams into two groups that will focus on those we serve and those that support us. Set up demand pools based on those groups rather than the organization as a whole. Then think about the demand you need to satisfy for each group, and the why behind the decisions they make.
For example-
In the those we serve group, think about:
- Why do the people we serve come to us?
- Why do they choose us over XYZ org?
In the those who support us group, think about:
- Why do people give to us?
- Why do they repeat give to us?
- What's in it for them?
Then we can think about the profitability each group represents.
Take-away: This year as you start your planning, don't wait for your customer/donor to tell you what they need, start thinking about what they need and delivering it before they even ask!
Monday, October 17, 2011
14 Tips for Donor Surveys
Nonprofits can learn a lot about themselves by going through what their clients or donors experience, going on the Website, or dealing anonymously with an employee or volunteer.
During the 2011 Bridge Conference, Bridget L. Brandt of Sage Business Solutions emphasized the importance of knowing an organization from an outsider’s perspective. Part of that, she said, can be accomplished by conducting surveys, but she also cautioned that surveys must be done judiciously.
Brandt offered the following tips for conducting surveys:
• Don’t over-survey your donors or clients.
• Make a plan – how many people in your organization are taking part in the survey? Centralize the process.
• Write a short questionnaire.
• Use simple words.
• Relax your grammar.
• Assure a common understanding. Don’t use terms specific to your organization.
• Don’t write leading questions. You want honesty.
• Don’t make the list of choices too long.
• Avoid difficult concepts.
• Avoid difficult recall questions.
• Put your questions in logical order.
• Pre-test your survey.
• Provide a cover memo or introduction. Tell them why you are surveying.
• Use some open-ended questions. You want to present them with an opportunity to tell you more, both good and bad.
Take-away: Surveys can be a powerful tool, but it is important to get it right!
Thanks for posting http://www.thenonprofittimes.com/article/detail/14-tips-for-surveying-your-donors-3987.
Wednesday, September 21, 2011
I want an ipad--lessons for nonprofits!
I am 100% sure I don't need one. I am not sure if I will know how to use it, will find it valuable, or create new efficiencies as a result of owning it, but I want an Ipad!
And, I am not alone. In a little over a year, Apple's Ipad has more than 15 million customers. So, what can we all learn from it? A lot!
Here are three great tips we can all learn from Apple Ipad's tremendous success.
1. We need to be cool! Ipads are undeniably the must have gadget of the "cool". We need to make sure that our organizations are also appealing in those same ways. Take a look at www.charitywater.org if you are not sure what a "cool" nonprofit looks like.
2. We need to be fun! For some of you, that is a challenge based on your cause, but for some of you there is a real opportunity. Think about creating an app that you could sell for donations or a web game that might go viral. The Ipad is used about 1/3 of the time for games...take advantage of that market to increase awareness of your organization.
3. We need to Share! The Ipad makes it easy to share information. You should do the same for your organization. Use share widgets like the ones available in Sage Fundraising Online. Share information about your organization on the web, at events, in social media, and everywhere you can. Most importantly, make it easy for others to do the same.
Take-away: Be the Ipad, and if you have an extra, please feel free to send it my way!
Monday, September 12, 2011
What should we do? Nonprofits and Diaster Relief Efforts
In central Texas some of our cities look like war zones now, completely devastated by wildfires. We haven't had rain in so long, I have kind of forgotten what it even looks like. With the recent devastation, I have seen many nonprofits struggle with how to help and many step in to work miracles.I think it is important for nonprofits to remember their focus and mission, but in times like these it is also important to help where you can. Here are some great tips for answering the question of "What Should We Do?"
* Be useful: Remember, people are already overwhelmed with impact of the disaster. Work to align your mission to initiatives which provide a helping hand. Look for ways to help that represent what your organization stands for.
* Don’t forget your employees and volunteers: Employee & volunteer welfare activities and assistance will not only provide much-needed assistance, but also lend strength your tie to those individuals. Remember they are a part of your organization, so start with helping those in your own house.
* Go social, everyone’s talking about it: Social media plays a more important role for disaster updates and assistance. Utilize your own networks to help, and share what you are doing on official channels. Word to the wise, don't overuse official channels.
* Have a disaster policy: Make sure you have a disaster policy in place and ready when you need it, and make sure it includes how you will respond to local and area disasters that may not specifically effect your organization. Here is a link I found of a downloadable plan to get you started.
Take-away: Better safe than sorry, a good experience with your organization in a crisis will never be forgotten.
Monday, August 29, 2011
Project 9/11
The 9/11 Day of Service and Remembrance is a day when individuals, nonprofits, companies, schools and other groups remember by doing, taking time to engage in charitable service in tribute to the victims of 9/11 and those who rose in service in response to the attacks. In observance of the 10-year anniversary of the 9/11 attacks, millions of people will participate in the single-largest day of charitable service in American history through large-scale volunteer service projects, individual good deeds and other acts of service in tribute to the 9/11 victims and others. Please visit www.911day.org and facebook.com/911day to post and share your “I will” tributes, good deeds, and service activities for this 9/11.
Take-Away: I will never forget, and I will make sure our company participates in this amazing day of service!
Thursday, August 25, 2011
Creating a great experience through transparency
Over the past couple of years, Domino’s has made a huge push to get customers to give the pizza company feedback so it can improve its pizza and delivery service. Those efforts have paid off tremendously, says Gene Galindo, marketing director of 53 locations in Wilmington, N.C., and Charleston, S.C. “We want to know if there are issues, and social media gives us a chance to make things right. Domino’s is extremely transparent.”
The company’s 125-foot-wide Times Square billboard that broadcasted customer comments and their photos was active through Tuesday. The billboard supported its “Oh Yes We Did” campaign and showed off its ongoing efforts to improve to 500,000 passers-by.
Domino’s spokesman Chris Brandon says about 80% of the feedback on the billboard has been positive, and the other 20% has been “constructive.” People who posted feedback — positive or constructive — received an e-mail to let them know they made the billboard.
“We were already becoming known for placing high emphasis on customer feedback and the theme of accountability,” Brandon said. “People think [the billboard] is a cool customer experience.”
Social media has really opened the door for small and large businesses to connect and keep in touch with customers, and there is no reason that nonprofits can't join that wave of opportunity. Maybe we can't all invest in a billboard on Time Square, but we can certainly invest in having open and honest conversations with our constituents.
Take-away: Start experimenting with social media in your day to day activities. Where can you use social media to increase transparency and start having conversations online about the projects, fundraisers, and events that your organization has slated in its 2012 Program of Works!
Tuesday, August 16, 2011
5 Steps to Help Your Nonprofit Survive the Stock Market Rollercoaster
I recently read an article on small business and the impact this month of scary political maneuvering is causing. In fact, it has been a scary month for every nonprofit organization. Watching the stock market is enough to make anyone sick, and nonprofits everywhere nervous. Many financial experts believe that the market is always a leading indicator of where the economy is headed. Some are even predicting a "double dip" recession. How will the tumbling of the stock market affect your organization?
The survey of small business owners last week revealed the following:
- Forty-eight percent think sales from their customers will “decrease as a result of a fear of a new recession."
- Forty-three percent replied that “it would have no effect at all.”
So, whether the U.S. is headed into another recession is unknown. But, the author recommends small business owners stop worrying and take more control by following five steps. I have taken the liberty of adapting those five very well thought out steps to the nonprofit world, because I 100% agree with all five of them.
1. Forget Chicken Little
Ignore the daily stock market ups and downs. To listen to the pundits, the world is coming to an end. It is not helpful to get caught up in the emotional hysteria of these massive swings. Don’t try to "time the market" on your own personal investment strategy either. You may get lucky, but for most of us, this is a loser. Turn off the daily negative media if that helps. Just say NO!
2. Find your share of donations
The U.S. donation volume was $303 billion in 2010, and $15 billion online. Do you think you could find another million dollars worth of donations to help grow your organization in such a large pool of donors? Darn right! Stick to the fundamentals and start exploring what you can do instead of what you are scared to do.
3. Watch your cash flow
Cash tends to slow down in a tough economy. Make sure that donors are still engaging with your organization and keep the lines of communication open. Organizations that have positive cash flow and are willing to invest in the future can always find opportunities to prosper.
4. Get boring fast
The knee-jerk reaction is to broaden your organization’s solutions to gain more donors. This is the absolutely wrong strategy. Focus on the areas where new strategies are working for other nonprofits (i.e. online fundraising, year end giving) and where old strategies are proven.
5. Keep selling every day
Again, the first reaction is to cut costs and curtail “overhead expenses” like marketing and sales. Results show that organizations that market through difficult times are more profitable when donors get more money to spend. Remember growing an organization is about building long-term trustful, engaging relationships. None of this can get accomplished successfully if your organization stops marketing itself daily.
Take-away: Is the sky falling? What tactics will you be taking through the remainder of 2011? Share with us here and with other nonprofits!
Tuesday, August 9, 2011
How to: Write a Good Nonprofit Thank-you Note
3. A picture is worth a thousand words! When possible include a picture that demonstrates how that person has helped the organization and those impacted by the donation.
Wednesday, July 27, 2011
Free:Happy :: Video:Nonprofit
Engagement levels also rose during the year, with viewers watching online videos more frequently. So, I ask is your nonprofit using video to engage donors?
If not, now is your chance. Visit flipforgood.org and get your free Flip Video camera from Cisco.
After you have it, here are some tips for engaging donors with video.
1. Post it on YouTube and your site
2. Keep it short
3. End with a call to action
Take-away: Go to flipforgood.org and get your camera, and then start filming!
Thursday, July 21, 2011
The Bridge Conference:5 Things I Learned
First, according to Bryan Dodge, a great speaker, there is a clear problem with people's work life balance. There is too much focus on quantity at work and quality at home. In his opinion, and mine that should be reversed. We should be spending more time at home with our families. If we focused on quality at work, we could do just that!
Second, and also according to Mr. Dodge. We need to start spending more time with energy givers and less with energy takers. Amen Brother!
Third, (this I learned on the treadmill) this country focuses way too much on pop culture and way too little on world needs. Just think, if we would cover the food/clean water crisis in third world countries only a 10th as much as Nancy Grace has covered the Caylee trial we could probably raise enough money to alleviate the problem all together.
Fourth, no matter how many times you say it or how many people know it, there is still a lot of ground work that needs to happen in organizations to improve EXPERIENCE!
Fifth, I continue to be impressed and amazed by the great work that the nonprofits in this world do every day!
Take-away: Never stop learning!
Take-away:
Thursday, June 30, 2011
"I Am a Winner, Sort Of"
Make-A-Wish Foundation had photographers, video crews, and a full spread of food, drinks, and entertainment all to enhance the event. Tammy raved about the experience and the organization. If it weren't for the unique experience offered, it is unlikely that she would have become a fundraiser for Make-A-Wish Foundation. Now she is a raving fan!As the competition for dollars gets more fierce, the importance of delivering a UNIQUE experience increases exponentially.
Take-away: How can you make your next event a unique, standout of the crowd event?
http://www.youtube.com/user/GreaterTEXASFCU?ob=5




