At Ledgeview we focus on business and technology consulting – helping you use the right tools and processes to achieve your goals. Enjoy a few of our eBooks and White Papers that will provide educational information that you need to grow your business. Check back often as we are adding more each month!

Lead Segments – 6 Segment Types to Break Down Your Leads Into

Ledgeview Partners eBookeBook: Lead Segments – 6 Segment Types to Break Down Your Leads Into

Lead segmenting is a valuable tool and process in your marketing automation system that enables you to be able to reach y our leads, prospects, and customers in more dynamics and personalized ways. Do you get email messages, for example, that you feel don’t directly relate to your job or responsibilities?

This is a result of failed lead segmenting! Avoid this marketing automation faux-pas when you read this Ledgeview Partners eBook.

Download your copy here.

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How to Score with Lead Scoring

Ledgeview Partners eBookeBook: How to Score with Lead Scoring

Within this eBook, we help you identify key steps on how to score with lead scoring, moving clients from the awareness stage of the buyer journey to interest to consideration. If you’re ready to take your marketing automation and lead scoring efforts to the next level to make sales, this eBook will help you do it!

Download the eBook here.

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3 Key Strategies for Growth with Marketing Automation

Ledgeview Partners eBookeBook: 3 Key Strategies for Growth with Marketing Automation

When it comes to setting yourself up for success with marketing automation, you must join your sales and marketing teams together to be on the same page, and develop a process and strategy before you can proceed forward with technology.

Process First. Technology Second.

That’s what it’s all about!

Download the eBook here.

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The True Value of Lead Nurturing – 7 Steps to Getting Started

Lead Nurturing Marketing Automation eBookeBook: The True Value of Lead Nurturing – 7 Steps to Getting Started

Though all marketing automation system technology is different, the concept for setting up lead nurturing campaigns within different software programs follows similar trends across industries and business sizes, no matter the specific system.

With lead nurturing campaigns, your aim is to develop a series of actions and communications based on behaviors. Discover how to set up lead nurture campaigns in your marketing automation system to drive business success in this Ledgeview Partners eBook.

Download your expert guide here.

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11 Steps to Using Marketing Automation to Create Sales and Marketing Alignment

Ledgeview Partners eBookeBook: 11 Steps to Using Marketing Automation to Create Sales and Marketing Alignment

As you may know from reading other Ledgeview Partners content or insight from other industry experts, the cost of sales and marketing misalignment is huge. In this eBook, we take a specific look at how sales and marketing misalignment affects your organization’s marketing automation system and strategy.

When you decide to implement a marketing automation system and/or integrate it with CRM, you may feel overwhelmed at first about how to manage it and use it in its full capacity, among many other things.

What’s important when it comes to using marketing automation and creating sales and marketing alignment to achieve success with it, entering the process in the right frame of mind, making connections, and establishing thorough communication to set you up for success.

When you put your process first, you’re bound to find success with technology second.

Download the eBook here.

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Driving Growth with Marketing Automation

Ledgeview Partners eBookeBook: Driving Growth with Marketing Automation

Marketing automation is an important and strategic tool that can create efficiencies in sales and marketing alignment efforts, among many other benefits.

In this eBook, Ledgeview Partners examines the key components of marketing automation and its value in providing organizations a way to guide customers through the buying journey.

You will discover expert insight and resources in this eBook that will help tie your marketing automation strategy together, and, in the end, set your sales and marketing teams up to achieve marketing automation success through alignment.

Download the eBook here.

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10 Steps to a Successful CRM Implementation

Ledgeview Partners eBookeBook: 10 Steps to a Successful CRM Implementation

Every good coach knows a winning team is a result of hard work, passion, dedication, and a winning game plan.

Ledgeview originally presented the information you will find in this eBook at a customer-favorite CRM Conference at Miller Park, home of the Brewers baseball team in Milwaukee, WI.

Due to the popularity and success of the topic, Ledgeview is bringing the information back with even more detail than before!

Get the eBook and pave your path to success. Download it here.

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10 Best Practices to Improve Customer Service

Ledgeview Partners Customer ServiceeBook: 10 Best Practices to Improve Customer Service

Improving your Customer Service team, strategy, and practices should be top of mind for every organization.

Within this eBook, we provide you 10 Best Practices for improving all of the aforementioned to set you on the path to Customer Service success, because without our customers, what are we as organizations?

Whatever the size of your team or the team you’re looking to build, these tips apply to a variety of industries, businesses, levels of expertise and experience.

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Defining Your Process: From Lead to Opportunity

eLedgeview Partners eBookBook: Defining Your Process from Lead to Opportunity

When it comes to defining Leads and Opportunities in your organizations, misalignment between your Sales and Marketing teams disables you from moving forward!

Within this eBook, you will learn to define your Process from Lead to Opportunity to create alignment and enable success.

Alignment should always be consistent throughout your organization, whatever your service, product or industry.

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Achieving User Adoption Success with Salesforce

Ledgeview Partners Salesforce User AdoptioneBook: Achieving User Adoption Success with Salesforce

Achieving User Adoption Success is one of the biggest hurdles for any team or organization to overcome. When it comes to Salesforce User Adoption, Ledgeview has your back with four common hurdles and solution to overcome them.

Get the eBook guide that walks you through your Salesforce User Adoption experience from start to continuous adoption.

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10 Expert CRM Tips to Get Your Users Excited About CRM Again

Ledgeview Partners eBookeBook: 10 Expert CRM Tips to Get Your Users Excited About CRM Again

Though CRM is a valuable, beneficial solution for your business, it isn’t magic. CRM requires hard work that must be maintained and always evolving as your business does. When it goes stagnant, Ledgeview often finds it’s because of a number of reasons, stemming from lack of executive sponsorship to lack of ongoing training, etc.

CRM is a discipline. Users must be logging in, using its functionalities, understanding its updates, and engaging in consistent training, among other educational tactics to keep themselves engaged.

Get expert tips on reinvigorating them with CRM in this eBook.

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10 Expert CRM Tips on Gaining User Adoption After Rollout Day and Beyond

Gaining User Adoption Days, Weeks, Months and Years After Your Go-LiveeBook: 10 Expert CRM Tips on Gaining User Adoption After Rollout Day and Beyond

So, you have gotten your team on-board the CRM ship and off the dock, but how do you keep them from jumping the CRM ship? Cheesy as this analogy may seem, it’s true that keeping your team onboard with CRM is an everlasting journey days, weeks, months, even years later.

SPOILER ALERT: You’re not done with CRM after you’ve gotten everyone on board. You need to keep them there!

CRM is a way of life. It’s not a one-and-done process. CRM must be maintained. It must become part of your daily workflow. EVERYDAY. This eBook will guide you through what you should do after your CRM Go-Live Day to keep your team members feeling confident and encouraged.

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10 Expert CRM Tips on Gaining User Adoption During Rollout

User Adoption eBook Ledgeview PartnerseBook: 10 Expert CRM Tips on Gaining User Adoption During Rollout

So, you’ve done it! You have reached CRM Rollout Day; you have addressed your employees’ concerns, created a structure and goal system, and are now ready to ensue with a rock star Rollout. But, how do you do that? How do you avoid potential complications?

Breathe easy, number one, then follow along with this eBook as your simple guide.

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10 CRM Misconceptions on Gaining User Adoption

Ledgeview Partners eBook Debunking Common Misconceptions about CRM User Adoption

eBook: 10 CRM Misconceptions on Gaining User Adoption

Before CRM Implementation, you’re going to need a killer preview to present to your employees, especially your sales team. Before creating that preview, you will need to think like them. You know why you like it as a manager or sponsor, but just because you see the benefits, doesn’t mean your employees will as soon as you have.

Remember, they have a different role and function. Get on their level. Relate to them. Use terminology that makes sense for their workflows. Get these details and more in this eBook.

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10 Expert CRM Tips on Achieving High User-Adoption from the Start

eBook: 10 Expert CRM Tips on Achieving High User-Adoption from the Start

Implementing CRM in your organization is not as simple as sending out an email to every employee in your organization and saying, “Hey, we have CRM now! Use it.” If only it were that simple, right?

With the tips Ledgeview presents in this eBook, it just might be that close …

Though CRM can be an amazing (essential) asset for companies, it can be easily misused or disregarded. This simple guide will walk you through how to properly talk about and prepare for CRM before Rollout Day.

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Pro Tips — Creating a Sales Process that will Drive Results

Sales Process eBook 2eBook: Pro Tips — Creating a Sales Process that will Drive Results

Do you find yourself asking questions like: How many stages are there in a typical Sales Process, and how many should my company have? AND What are the most common Sales Process mistakes, and how can I avoid them? You aren’t alone! Get the advanced knowledge you’ve been waiting for.

Take the Sales Process self-assessment at the end of this eBook to see how well you’ve picked up on the knowledge. Create, maintain, execute, and evolve your Sales Process with these expert tips in this eBook.

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The Basics — Creating a Sales Process that will Drive Results

Sales Process eBookeBook: The Basics — Creating a Sales Process that will Drive Results

Organizations that do it well know that a well-defined sales process starts by successfully managing the sales team and pipeline. The most common problem Ledgeview Partners finds with lacking sales processes is lack of follow-through by employees and proper implementation by managers. These factors disable a company’s full potential.

Greg Dove, Ledgeview Partners Director of Business Consulting, Provides top tips within this eBook for driving results.

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4 Ways To Empower Your Sales Team With Customer Analytics

eBook: 4 Ways To Empower Your Sales Team With Customer Analytics

Today’s marketers are generating a tremendous amount of data points through the use of Marketing Automation Technology. While the volume of data being collected about the customer is grand, transferring relevant and actionable data from the marketing team to the sales team is a critical component of the process. The merging of marketing automation and CRM creates an integrated environment that is perfectly poised to allow your sales teams to leverage customer analytics.

With an integrated environment, what type of data can your sales teams leverage? In this eBook we take a look at four specific customer analytic resources.

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CRM is not just for salespeople

eBook: CRM is not just for salespeople

There was a time when Customer Relationship Management, or CRM, was the exclusive domain of the sales team. Salespeople were the liaison between the customer and the business.

Those days have come to an end—to meet customers’ expectations today requires input from across the company.

Today’s customer expects to have a deeper relationship with your small and medium business (SMB). They are more educated about your products when they engage and want to be empowered to find answers for themselves.

No matter the size of your business, you can leverage data and technology to make every customer experience with your business easier.

Harnessing the Power of Marketing Automation

eBook - Harnessing the Power of Marketing AutomationeBook: Harnessing the Power of Marketing Automation

If you are new to Marketing Automation systems you may be a bit overwhelmed by the feature set available to you and you may be wondering where you should begin. Or maybe you have been using the email functionality in your Marketing Automation tool but you are unsure where to begin with the rest of the features.

Marketing Automation is a very powerful tool and we are going to look at 4 strategies to unleash the power of the system to enhance you marketing strategy in this new eBook!

Fast Facts: An Amazing Compendium of Marketing and Sales Statistics

Fast Facts: An Amazing Compendium of Marketing and Sales Statistics

New sales and marketing statistics from our partners at Act-On Software that will help you stay in sync with industry trends and inform your marketing automation strategies, including lead generation, email marketing, social media, and more.

Statistics include:

  • Alignment of Sales & Marketing
  • Blogs and Social Media
  • Content Marketing
  • Data and Analytics
  • Email Marketing
  • Lead Management
  • Marketing Automation