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Corrao Group Family Tree – New Website Launch 2017

 

The Corrao Group Legacy

What is the definition of a family? To the Corrao Group, this means more than just blood relation. “We run our company like a family and our customers like our extended family” says CEO Jack Corrao.

Jack has spent collectively 35 years in both the public and private sectors, and 15 years running his own business allowing him to fully understand what universal truths that impact businesses the most, ultimately giving him the competitive edge over most Certified Salesforce Consulting Partners.

Realistically, not many businesses have the roots required to withstand the harsh, fast-paced, ever-changing environment quite like the Corrao Group does. With their headquarters located in historic Sorrento Valley, this national consulting firm has persevered through 15 years of the elements serving 720+ clients and completing 1300+ projects and counting. They have adjusted to the turn of the century with the emergence of Web 2.0, thrived through the economic recession of 2008, and continue to lead by example, delivering business management best-practices for their clients each and every day.

While Corrao Group has undergone a series of transformations, some underlying themes remain deeply rooted throughout the years, such as their dedication to giving back to the community.  

In addition to donating to local schools in the community, the Corrao Group also hosts office space to ENF, who help children with cancer get the products and services needed when finances fall short.  They understand with great success comes great responsibility so they adopt the practice of goodwill into their daily lives, serving the community in which they live.

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What’s their secret to longevity?

We take the time to listen to our customers,” says Jack Corrao II, “It’s this 15-year dedication to our client relationships that sets us apart from most (business) partners.

The Corrao Group has demonstrated time and time again their dedication to their main goal – solving the issues that keep business owners awake at night.

From conducting Quarterly Business Reviews (QBRs) to defining company-wide KPI’s, from addressing business strengths and weaknesses, to teaching successful operations practices, Corrao Group has proven their passion for internal growth since they were founded in 2002.  They even ventured so far as to create their own SaaS – EZ-AR – to solve their client’s common issues surrounding Accounts Receivable and invoicing.

Unlike most consulting firms, “We don’t sell anything we don’t use”  explains Jack Corrao II. No product or service will be recommended to clients if the Corrao Group hasn’t implemented and scaled it successfully on their own.  Because of this, the Corrao Group has gained a reputation in the industry for taking products and applying them in new and innovative ways, essentially breathing new life into businesses and their products.  

This is also what makes them such great marketers for their clients. On top of building a deeply-rooted yet flexible company foundation, the Corrao Group has a secret weapon – attention to detail.  Seeing as how most clients tend to overlook and prioritize assets as they see fit, Corrao Group has managed to make large scale differences with minor yet critical optimizations.

Lastly, what truly separates Corrao Group from the competition is their faith in the nurturing -or pruning- phase of the business lifecycle.  No matter where your business may lie along its journey, the Corrao Group understands the sometimes tedious yet necessary steps required to advance to the next stage. They are able to provide a purely objective outsider assessment without putting your business’s security at risk. With 15 years of business consultation experience under their belts, they function as the best business partner you never had.

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Why now?

As the Corrao group celebrates 15 years of serving its clients, they are also celebrating their new and improved website with a timely refresh of branding and service updates. Corrao Group is extending an olive branch to large scale companies that are now abandoning outdated business procedures and sluggish development processes for the adoption of newer technologies and internal operations software.  Corrao Group has produced and reproduced success by implementing a number of strategies and applying products with their current clients at a growth rate worth sharing.  The Corrao Group is now promoting their abilities to scale and meet the heightened demands of the industry- all starting with yours.

The Corrao Group promise: To nurture and grow your business no matter what state in the business lifecycle process so that you are positioned for sustainable success and long term growth.

*UPDATED* Services / Products Available:

    • Free Quarterly Business Reviews
    • Salesforce Custom Implementation
    • Salesforce platform Optimization & Expansion
    • Pardot Custom Implementation
    • Pardot QuickStarts
    • Salesforce Engage Implementation
    • Remote Admin Support
    • Marketing Cloud (NEW)
    • Marketing Service Agreements (NEW)
    • Lead Gen, Content Creation, Email Marketing, and CRO (NEW)
    • Salesforce Service Agreements (NEW)
    • Platform Service Agreements (NEW)

Pardot Webinar: How Corrao Group Boosted Sales by 40.3% for Avalon Shutters

Corrao Group invites you to join us for our free webinar hosted by our CEO Jack Corrao on May 22nd 11am PST. For this webinar, we have put together an in-depth case study examining one of our manufacturing clients, Avalon Shutters, and the process behind how we helped them optimize Pardot to achieve the following results:

  • increased email CTR’s to 30.7%
  • aligned internal Sales, Marketing, and Operational teams
  • uncovered and implemented a new revenue source
  • set up email automation for long-term success

This 1 hour presentation will reveal how we generate success for our clients every day while maintaining the professionalism of being a Salesforce Silver Certified Partner. Enroll Today!

5 Reasons To Go Professional with Pardot

With paid technology such as Pardot comes the need for ROI in order to continue using the tool. Pardot has three different editions: Standard, Professional, and Ultimate. Whether you’ve already purchased Pardot Standard edition, or are looking for insight into which edition to purchase, look no further. Pardot Professional edition has 5 very convincing features that your team can use to optimize your ROI.

1. Advanced Dynamic Content

By capturing important data points inside of Pardot, you can personalize your content to your prospects. According to Aberdeen, personalized email messages improve click-through rates by an average of 14% and conversions by 10%. Using Pardot’s advanced dynamic content, you can put the right content in front of the right prospects based on what information you’ve already collected about them. You can also use dynamic content on your website to personalize your prospects entire web experience with custom landing pages and forms.

Benefits:

  • Personalized content sent based on your defined prospect segments
  • Reduces time spent and manual errors when drafting/creating emails

2. Email A/B Testing

What subject line will cause the best click-through-rate? Which call to actions are driving more conversions?  Well, you can easily have all these answers provided to you with Pardot’s A/B testing capabilities. Email A/B Testing allows you to change various elements of your email, segment your audiences into various lists, and see all the data results directly in the program. Additional testing features include splitting a small portion of an audience, conducting an A/B test, and distributing the winning email to the rest of the remaining audience.

Benefits:

  • Increase in Open Rate and Click-Through-Rate of emails
  • Deeper understanding of your prospect’s, and more so your targeted industries’ needs/interests

Pardot A/B testing

3. Email Rendering & Preview Analysis

It’s common knowledge that everyone looks at their emails on different web browsers and devices. Pardot’s Email Rendering function allows you to see how your emails look like in multiple different browsers and from multiple different devices to allow you to optimize your own emails straight from the Pardot platform. An additional perk – Spam Analysis – tests your email against the top spam filters and provides you with recommendations if your email is at risk of triggering the filters.

Benefits:

  • Optimize emails for various browsers & devices
  • Bypass email spam filters

Pardot Email rendering

4. Live Chat Support

Ever get stuck with a service issue and end up waiting days, sometimes even weeks to get it resolved? With Pardot Professional edition, they provide live chat support in order to get your problem resolved and your day back on track. Their knowledgeable chat agents will answer any Pardot related questions within minutes so you can leave the major problem solving to Pardot professionals. Don’t worry if you wake up in the middle of the night with a Pardot question, their chat support is open 24 hours a day, Monday through Friday.

Benefits:

  • Solve any Pardot complications that may arise in a both timely and professional manner
  • Get responsive support 24 hours a day, 5 days a week from knowledgeable Pardot experts

Pardot Clark Chat Support

5. Marketing Calendar

No matter what the size, it’s vital for your marketing team to have a high-level overview of everything going on within their marketing automation system. This marketing calendar allows Pardot users to see past, present, and scheduled emails, social posts, webinars, events all in one calendar.

Benefits:

  • Unified marketing team
  • No more overlapping of planned marketing efforts

Pardot Marketing Calendar

What Salesforce Workflows Can Do for Your Business

After learning how you can boost your ROI 1000%, you can now see how powerful optimizing your CRM is and how important it can be for your business processes. Whether you are a new, existing, or a power Salesforce user, there are always ways to expand and optimize your current system in order to get the most out of it. With a lot of different moving components in your business process, it is challenging to monitor everyone’s progress. One of the ways to stay on track is through utilizing automated Salesforce workflows.

So what is workflow automation exactly? Workflow automation is a simple way to manage and drive your daily business processes through setting up automated actions and events without spending the extra dollars on additional systems or manpower. It provides you and your team the freedom and the time to be more efficient and not bogged down with day-to-day tasks. Many people get discouraged when talking about workflows, but don’t worry, workflows do not require any technical coding to be built. Before we talk about how workflows rules can be put in place to optimize your Salesforce, lets breakdown the 3 components:

Workflow rules are broken down into evaluation, criteria, and actions. Evaluation is how you determine if that record goes through the workflow. Criteria is where we match the records to predefined rules. Actions are what triggers the automation once the criteria is matched.

Here are some ways people utilize and create workflows for their day-to-day operations:

  • Alerts for Opportunities – Receive an email alert whenever an opportunity has been won or receive notification instantly of the reason why a deal was lost.
  • Send Tasks and Notifications – Using time dependent actions, you can trigger follow ups or reminders. This way you can ensure nothing gets lost, and keeps your team accountable.
  • Maintaining your Database – Standardize and streamline data inputs using field updates to maintain and validate data to ensure clean data. Having a clean database is required for effective reporting when viewing analytics.

Regardless of how long you have had the system, Salesforce workflows are just one of the many ways you can streamline your business processes utilizing preexisting Salesforce functionalities. By doing so, this allows you to save time but also helps you lay down the foundation for huge increases in Salesforce ROI.  

Keep Dirty Data from Hurting your Data Analytics

Dirty data is data that, over time, becomes outdated, incomplete, or just flat out wrong. Over 600B dollars are spent annually trying to clean up dirty data (TechTarget), and for good reason.  As your big data piles up, it not only gets more difficult to clean, but it also becomes more unreliable, hurting your Salesforce CRM system’s capabilities in numerous ways. Here’s a couple potential issues:

  • Bounce emails. Your sales can no longer reach these people. How can you be certain those emails you are sending are going through to the right email.
  • Messed up reports and Dashboards. Some features you utilize will be limited based on bad data even for your day-to-day operations will be affected.
  • Trusting your variable tags. Which contact to pull from because you might have duplicate contacts, and format of fields are different from one another or even outdated. 
  • Going into the right workflows. How do you know the appropriate prospects are getting put into the right workflows and nurture programs.

Where is Your Dirty Data Hiding?

Dirty data doesn’t only lead to poor analytics but can wreak havoc on different features within your Salesforce (CRM). Let’s see what some of the potential issues that cause dirty data.

Sometimes, the problem is staring right in front of us, user error. Forms are a great way for businesses to increase your database’s accuracy. Forms provide a great way to segment and develop relationships with your customers.

From users to the systems, when we tend to merge data across multiple sets, this can also cause dirty data. Use a unique identifier to prevent duplicate entries or updating the wrong records. This is usually the suspect when you businesses are trying to merge multiple databases at once, or when old technology can’t keep up with the current database demands.

How to Dispose of the Bad and Keep the Good?

Yes, cleaning your data sounds tedious but it is well worth the time. Of course, going one-by-one would take forever, so by using system algorithms will set up a more automated process of cleansing your data. Although it may not catch everything, it will drastically increase the reliability and availability in the type of analytics you can use within your CRM system.

Once your data is clean, the trick is keeping it that way. Here are a couple of helpful tips to maintain that clean database:

  1. Data Scrubbing. This allows you a way to filter out and automate that bad data from ever reaching your CRM system by scrubbing it out.
  2. Building Relationships. Remember you are talking to real people, when you maintain and form a real relationship with your customers, they are less likely to provide false or blank information into your Salesforce.
  3. Data champion. This allows you to not only ensure your data is clean but also to allow your company the ability to know have one point of contact into your Salesforce(CRM) to enable clean and smooth implementations/ health checks.

Identifying and preventing the dirty data from your Salesforce (CRM) can go a long way for your business to see big rewards from big data analytics. Who would have guessed some misfilled forms, a day where you forgot to update a contact, or a simple import of a list could be so costly?

How to Drive Cash Flow thru Accounts Receivables

Does this sound familiar? Your company never seems to have enough cash on hand, but the problem may not be a lack of sales, it’s delayed collections. Did you know 39% of invoices are paid late in the United States and 6% of accounts receivables are paid in under 30 days (AnyTimeCollect). When accounts receivables sits in your customer’s’ bank accounts instead of yours, it negatively affects your finances in a few ways. The most obvious effect is a loss of revenue.

How you keep track of that is through Days Sales Outstanding (DSO). This measures the average age of accounts receivable — if your average is trending higher, then your business is more likely to struggle with cash flow. Knowing your DSO can also help determine whether or not to outsource collections or to simply improve your current processes and policies.

When overdue accounts go past 120 days, 26% of invoices 3 months old are uncollectable (SutherlandGlobal), and you will lose equally that amount on your pretax income. In addition to lost revenue, you might lose out on an opportunity to expand or otherwise enhance your business because you don’t have the cash flow to invest.

How Using Automation Affects Your Cash Flow

Taking in the loss of revenue, operational costs, administrative costs, and all that time you spend running around, you can understand how unpaid accounts receivables can start eating away at your company’s cash flow. With EZ-AR™, you can see how you can start cutting out those unnecessary costs of chasing down payments.This Accounts Receivable Solution accelerates the process of collecting your money and frees up time in your accounting department. It cuts DSO from 30-35 days to 15 days. Using EZ-AR™, it is designed to use automation to allow you to become more efficient and scalable as a business in all aspects because less time is being spent on A/R and more time on the business activities that help with company growth.

EZ-AR Video

Whether they’re being genuinely late with a payment or purposely stalling, it amounts to cash that is not in your bank account. As you notice through the power of automation, you can see how seamless EZ-AR™ allows you to chase down those payments in an effortless manner. We at the Corrao Group like to call it “Hands-Free AR” because, at the click of a button, a whole process of collecting money is in place with little to no manual interaction.

Now that you understand how shortening your DSO can add to the financial health of your business, it’s time to put a plan in action!

Boost ROI by 1,281% with a Business Process-Driven CRM

Yes, that number is actually 1,281%, and what’s even more shocking might be how this leading B2B telemarketing agency accomplished this ROI boost in just three months¹.

Studies predict that 70% of successful digital business models will be structured on unstable processes that should be shifting with the needs of their customers². The goal is to be in the 30% of businesses that are predicted to have stable processes and in order to do that, we must adapt to our customers’ needs.

CRM software can help fill in any holes within a business process, upgrade existing ones, and open doors to superior processes. Manual business processes can lead to abandoned process steps, which can ultimately lead to lost deals and a decrease in prospect and customer loyalty. Process analysis and unprecedented ideas are suppressed due to the lack of tools within a manual process. Enter CRM software, which includes business process management as a key attribute.

Why should you make the change and utilize a business process-driven CRM? They can be expensive, you need an expert to successfully implement, etc. and, again, yes, they can be expensive, but take the average ROI growth of 53% with Salesforce CRM, and in two years the system pays for itself. Yes, you should leverage an expert CRM implementer as they open up new doors and processes for you. You wouldn’t buy a gym membership and decline training sessions, would you? If so, a few months later you might be saying to yourself, “Wow, I really wish I knew of this sooner.”

The bottom line is, as businesses, we can’t stop growing. New goals, technology, and adjustments in our business environment force us to adapt in order to be successful. As the digital world is shifting from manual processes to automated ones, using a business process-driven CRM is the first step.

If you would like to learn more about choosing the right CRM, or anything Salesforce related, please fill out the form below.

Sources:

¹Finding Lost Sales Revenue: It’s all about the process

²Gartner: Rethinking how to respond to change

Migration Guide: Making the Transition from HubSpot to Pardot

Marketing Automation Software has seen explosive growth in the past few years; showing a 451% increase in qualified leads, 14.5% increase in Sales productivity, and a 12.2% decrease in Marketing overhead (MarketingProfs). For Salesforce users, the best Marketing Automation Software is Pardot. Investing time and money in solutions that do not allow for seamless integration, smooth usability, and more holistic reporting of a customer’s experience will hinder your ability to outperform your competition, and for many, that means transitioning from Hubspot to Pardot.  Pardot has the premier integration with Salesforce, the CRM leader (G2 Crowd), which allows for optimal performance, scalability, and reporting.

Pardot’s focus on essential Marketing features allows Salesforce to focus on what it does best, without overlapping features which would make the user pay more for two systems that carry out similar functionality. The best Marketing Automation Softwares should focus on what it does best, automating customized engagement with prospects and customers while providing detailed reports rich with data to optimize your Marketing efforts. They integrate with the best of breed software (CRMs, blog sites, web conferencing, etc.) to avoid competing with these premier services by providing a watered down version of them.

Making the migration from HubSpot to Pardot can be complicated, or it can be extremely simple. We’ve created a guide to help you define what’s involved in the migration process, includes tips and tricks along the way. Please fill out the form to request your migration guide today!

Best Practices: Inbound Marketing Strategies for B2B

Inbound marketing strategies for B2B business’s best practices include:

Recreate Existing Content and Try New Mediums

According to the Huffington Post, B2B companies who blog attract 67% more leads than those who don’t. This can give your company quite the competitive edge so if you haven’t already started blogging, try and recreate your previous posts into new formats to get more results for your time. Also try various mediums when releasing content, like videos. You never know which content medium match speaks most to your audience without testing them so find a way to place your content in new formats to generate more web traffic & leads!


Create Content from FAQs

People are bound to ask questions when visiting your site, so why not start building out your content from there? Unless your goal is to have customers reach out to you with questions, chances are you don’t want to be sitting at your computer all day answering them repeatedly.  Creating content that focuses on addressing these common questions will not only save you time but they will also improve the quality of your leads and can even speed up the sales process.


 Create a Content Calendar

This may seem like a lot of work at first, but once you see the true value behind your content marketing you will understand the power behind social media marketing.  Social media isn’t just for B2C, it can also play major roles in effective B2B marketing on platforms such as LinkedIn and Twitter. Creating a content calendar will help you keep track of your social media presence eliminating any doubt about the strategic process halfway through the month. It will also keep you organized so you will always have content ready for posting. (How do I make one of these?)


Take Advantage of Marketing Automation Systems

Marketing Automation Systems exist to serve! Our personal favorite over at Corrao Group is Pardot because it offers a multitude of features that can save your team time, minimize manual mistakes, and align your sales and marketing teams. List segmentation, drip programs, email templates, A/B testing, content calendars, and auto responders are all at features at your fingertips with minimal to no effort.  Need proof? Check out our case study that made our client thousands.


Engage with Industry Influencers

Make yourself a valuable resource known to the leaders of influence within your industry. A great way of doing this is interacting on social media posts on LinkedIn or quoting tweets from influencers on Twitter. Other businesses follow and trust these people and therefore would be more likely to value an interaction or observation of yours involving them. Connecting with them via social media is a quick and easy way to make yourself known.


Focus on Your Titles

When searching for information on Google, title tags are what lets the search algorithm know that your content exists as a results option. This is a minor fix with your coding on both your website and your blog, but has the ability to make a huge (free) difference when it comes to driving traffic to your site. Make sure your text titles correspond with what readers expect to find on your page or you will face the wrath of Google penalties.


Make Your Web Pages Fast-Loading

B2B audiences consist of other professionals that are working and don’t have time to wait around, often times from their mobile phones. Don’t let a slow website be the reason they close the site and continue searching for the answers someone else.  There are a variety of tricks to make your website open faster including arrangement of your code, location of your code, the type of code, the size of your images, and many more factors that may give your company the competitive edge it deserves.

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