Introduction to CRM

Reduce costs of sales, build lasting relations with clients.

We are going to present how this process works from recording a lead to signing a new client. If your company uses spreadsheets for recording customer details and notepads for following up leads — this 45 min session is for you. As HubSpot Solution Provider, we use this system to manage our own sales, marketing and communication.

Event Details
Date: 22nd April 2021
Time: 10:00am – 11:00am
Price: Free

 

We are going to explain:

  • What is a CRM ( Customer Relationship Management) system
  • How it manages customer communication (email, newsletters, calls, meetings etc)
  • How it enables data protection compliance
  • The part it plays in the sales process from lead registration to signing a new client or contract
  • How it can help your business operate more efficiently

 

Who is this event aimed at?
This webinar is for business owners and sales managers. Mike will explain the basics of CRM systems and present examples of HubSpot key features. We want you to see how this system can help you manage your sales and marketing. After the session, there will be a Q&A session to address specific questions you may have about the CRM.

 

About organiser
Framework Digital is a digital agency based in Aylesbury town centre. We have years of experience in web design, online advertising, and digital marketing consultancy.

 

Mike Gulliver is new to the team and has experience in sales, training and customer service.

 

 

 

Framework Digital is HubSpot Solution Provider.


Book on Eventbrite

Introduction to CRM

Reduce costs of sales, build lasting relations with clients.

We are going to present how this process works from recording a lead to signing a new client. If your company uses spreadsheets for recording customer details and notepads for following up leads — this 45 min session is for you. As HubSpot Solution Provider, we use this system to manage our own sales, marketing and communication.

Event Details
Date: 13th May 2021
Time: 10:00am – 11:00am
Price: Free

 

We are going to explain:

  • What is a CRM ( Customer Relationship Management) system
  • How it manages customer communication (email, newsletters, calls, meetings etc)
  • How it enables data protection compliance
  • The part it plays in the sales process from lead registration to signing a new client or contract
  • How it can help your business operate more efficiently

 

Who is this event aimed at?
This webinar is for business owners and sales managers. Mike will explain the basics of CRM systems and present examples of HubSpot key features. We want you to see how this system can help you manage your sales and marketing. After the session, there will be a Q&A session to address specific questions you may have about the CRM.

 

About organiser
Framework Digital is a digital agency based in Aylesbury town centre. We have years of experience in web design, online advertising, and digital marketing consultancy.

 

Mike Gulliver is new to the team and has experience in sales, training and customer service.

 

 

 

Framework Digital is HubSpot Solution Provider.


Book on Eventbrite

Framework Digital – HubSpot Onboarding Package

HubSpot is a comprehensive CRM platform that supports efficient marketing, client communication and customer service and sales management. You can find out more about CRM and HubSpot here.

To fully benefit from the features, HubSpot needs to be properly set up in the right way for your business. This set up process is called Onboarding. Without in-house expertise, this can be a stressful and time consuming process.

As HubSpot Partners, Framework Digital have the expertise to help you to get everything set up in one day, with follow up support to help you get up and running.

Our HubSpot Onboarding Package

 

Day One – Set Up

We offer a full day onboarding service to ensure that HubSpot is correctly set up for your business. This includes integration with existing systems, the migration of data and the creation of templates.

At the end of Day One, your new CRM platform will be ready to use.

Day Two – Familiarisation

A two-hour session on the following day will show you how to use the features of your new CRM. We aim to give you the confidence to benefit from this business tool.

Follow Up Support

Our HubSpot Onboarding Package also includes 4-hours of Ad Hoc telephone support and a follow-up session. We are on hand to answer questions, troubleshoot and ease the transition for your team.

 

What is Onboarding?

Onboarding is the process of migrating and integrating your existing data (client lists, online  mailboxes, digital advertising data and more) into your new CRM platform. Whilst there are online resources to guide you, the process can be time-consuming, complex and daunting.

Our HubSpot Onboarding Service will streamline the process, ensuring the CRM meets your business requirement and that you feel confident about how to use the key features.

We work with you to understand your business requirements and deliver your customised HubSpot account quickly and professionally.

Our Onboarding process consists of 3 key elements:

  1. CRM Set-up
  2. Introductory Training
  3. Support

 

 

Day One – Full HubSpot Set up

We will work with you to undertake the necessary steps that are required to tailor HubSpot to your requirements. Working in partnership allows us to ensure that the CRM matches your needs and helps you to understand the process and functionality.

During Day One, we will undertake the following tasks:

 

 Task                                                                                             What We Will Do

Setting Up Account Create your HubSpot account and password for your new HubSpot CRM account. We will work with you to define what your account will look like (service levels etc)
Setting Up Users We will work with you to set up users on your account. This includes creating profiles, granting access and delegating responsibilities
Create a Company Profile Creating your company profile will include personalising settings and preferences, and selecting relevant properties within the account
Add Mobile App This is where we bring your team into the CRM. This is achieved by sending a link/APK for the HubSpot App to the relevant team members. They will also be provided with login details and we can check that they have no issues with access
Connecting Mailboxes Being able to send and record emails on HubSpot is a valuable feature. To activate it, we will connect your existing email accounts to your new HubSpot CRM
Create Email Signature We’ll help you to create a professional-looking email signature. This will be sent with all emails from your HubSpot CRM account
Connect Domain Name Connect your domain name into your new HubSpot CRM account
Import Client List Database With the initial set up complete, we will import your client list into the new HubSpot CRM account. This sensitive data will be transferred and stored in a GDPR compliant way
Integrating Web  Enquiry Forms HubSpot can capture details entered into your website enquiry forms to create new client records. We will link your existing enquiry forms to your HubSpot CRM account so you can benefit from this functionality. The data will be protected in compliance with GDPR
Connecting Web Analytics The next step is to connect your existing web analytics into the new HubSpot CRM account. You can then easily review the effectiveness of marketing campaigns
Create Template for Newsletters Together, we will create a branded newsletter template. This makes it quicker and easier to deliver a consistent, professional image when emailing clients and prospects
Create an  Appointment Booking Form HubSpot offers an appointment booking and meeting system, so we will work with you to set it up in a way that fits your business needs
Connect Calendar The booking and meeting system can only work if we also connect your calendar to your new HubSpot CRM. Once complete, it ensures seamless meeting booking and organisation
Establishing a Sales Process Establishing a sales funnel and process is the next step. We will only capture the details that are relevant to your business. Once set up, this step will support financial forecasting, resource allocation and project management
Set Up GDPR Consent & Permissions There are specific consents and permission settings that enable you to capture and store clients’ data in accordance with GDPR
Connect Ad Campaigns (Google, LinkedIn etc) If you have active Ad campaigns, we will connect these to your new HubSpot CRM account. You will then find it easier to monitor performance and conversions

 

Day Two – A 2-hour Introduction Session

With the CRM set up completed on Day One, this session aims to build familiarity with the features, so you can begin using HubSpot with confidence.

During this session, we will:

  • Guide you through the key features of your HubSpot CRM account
  • Introduce the functionality, including how each module works, how to grant access to your team and basic troubleshooting

Follow-up Session

Scheduled for approximately 2 weeks after the Introduction session

Most questions don’t occur until you begin using a new system. Having experienced HubSpot for a few weeks, this session aims to answer questions, respond to comments and address any concerns you may have.

Ad Hoc Support

Our HubSpot Onboarding service includes 4-hours of Ad Hoc support between Day 2 and your follow up session 2 weeks later. Contact us for troubleshooting, best practice guidance or even a quick question.

Need more support? Additional support can be purchased on a per hour basis. We will provide further details if required.

Introduction to CRM

Reduce costs of sales, build lasting relations with clients.

We are going to present how this process works from recording a lead to signing a new client. If your company uses spreadsheets for recording customer details and notepads for following up leads — this 45 min session is for you. As HubSpot Solution Provider, we use this system to manage our own sales, marketing and communication.

Event Details
Date: 16 March 2021
Time: 10:00am – 11:00am
Price: Free

 

We are going to explain:

  • What is a CRM ( Customer Relationship Management) system
  • How it manages customer communication (email, newsletters, calls, meetings etc)
  • How it enables data protection compliance
  • The part it plays in the sales process from lead registration to signing a new client or contract
  • How it can help your business operate more efficiently

 

Who is this event aimed at?
This webinar is for business owners and sales managers. Mike will explain the basics of CRM systems and present examples of HubSpot key features. We want you to see how this system can help you manage your sales and marketing. After the session, there will be a Q&A session to address specific questions you may have about the CRM.

 

About organiser
Framework Digital is a digital agency based in Aylesbury town centre. We have years of experience in web design, online advertising, and digital marketing consultancy.

 

Mike Gulliver is new to the team and has experience in sales, training and customer service.

 

 

 

Framework Digital is HubSpot Solution Provider.


Book on Eventbrite

Welcome

 

Starting in 2021, as we mean to go on, Framework Digital is delighted to welcome a new member to the team.

Mike Gulliver brings experience in customer service and solutions-focused sales.

 

I see digital marketing is a valuable way to empower organisations that are ready to grow.

 

If you have questions about digital marketing and CRM system, in particular, connect with Mike on Linkedin https://www.linkedin.com/michael-gulliver

 


Mike Gulliver – Sales Manager

mike@frameworkdigital.co.uk

01296 769369

HubSpot Solutions Partner

 

We’re extremely excited to announce that Framework Digital is now a HubSpot Solutions Partner.

HubSpot is our choice of the CRM system. We have tried many other platforms since 2018 and the HubSpot is the winning solution that works for us,

Now, we are HubSpot Solution Provider and we feel confident to offer implementation and support service to our clients.

 


Contact Mike Gulliver – Sales Manager

mike@frameworkdigital.co.uk

01296 769369

How to Comply with Web Accessibility Requirements

Since 23rd September 2020, all websites created before 23 September 2018, need to comply with accessibility requirements (Equality Act 2010). All public sector organisations, local governments, charities are legally required to make their websites accessible for people of all abilities. A website that satisfies more visitors is good practice for commercial websites too, showing due care and consideration builds respect among your current and prospect clients. Respect leads to loyalty.

What Does Web Accessibility Mean and How Do Organisations Comply?

Web accessibility focuses on making digital services accessible to individuals with visual, hearing, mobility and cognitive impairments. Comprehensive and globally-recognised standards are available; they are known as the W3C Standards of Accessibility.

As an example, someone with impaired vision might use a screen reader (software that lets a user navigate a website and ‘reads out’ the content). It doesn’t mean that websites need to have text size or background adjustments options built-in. It means that the structure of a website and elements (pictures, text, documents etc) need to meet accessibility requirements.

The W3C Standards focus on what is required to make your website content perceivable, operable, understandable and robust.

The standards include:

  • Ensuring every feature is useable if the text size is increased to 200%
  • Using website code that is readable by assisted technologies
  • Providing transcripts for audio and visual media
  • Written content is in plain English – avoiding acronyms and abbreviations
  • Using clear labels, contrasting colours and intuitive navigation

Ideally, a commitment to these standards should be part of every website build project. For now, it is only a legal requirement for government organisations and charities.

Good Practice

With a focus on good practice, our websites are built to comply with basic W3C Standards. We run accessibility tests before publishing. This is as a standard procedure, along with testing for broken links, website loading speed and compatibility with various web browsers and screen sizes.

To maintain compliance, there are a few tips that we can offer website administrators.

Accessibility Tips for Website Admins 

  1. With every new media file that you publish, remember to add a meaningful Title and Alt text, as well as a simple description of what it is in the picture, video, graphic or document (attachment 1)
  2. If possible, avoid publishing Word documents and pdfs – if you must publish .docx or .pdf then make sure the file is accessible. Microsoft Word has accessibility testing built-in – run it and follow automated prompts before saving and uploading to the website. (attachment 2)
  3. Publish an Accessibility Statement on your website.

Accessibility Statement Page

When writing an Accessibility Statement, it is important to show awareness of the requirements, to evidence improvements made and to provide a contact where any accessibility issues can be reported. Our suggested layout would be:

  1. An Introduction to using the website
  2. The date of accessibility testing
  3. The method or tools used
  4. Your commitment – what you have done and are planning to do
  5. Contact – how to report accessibility issues

Web Accessibility Evaluation Tools

WAVE is a suite of evaluation tools that helps authors make their web content more accessible to individuals with impairments.

Accessibility Insights is a tool to review your existing website. This will list issues which you can work to address. You may not have the resources to resolve every issue immediately. To comply with the legal requirements, you need to acknowledge the issues, take reasonable steps to improve the site and list planned actions.

Take Action to Improve Website Accessibility

Rather than seeing this as another task, we advise that you view it as an opportunity to extend your reach. Improving website accessibility will help you to engage with more people and that has got to be good for business.

Examples of Accessibility Statement

http://www.haltonvillagenews.co.uk/accessibility
https://schooltravelplanning.com/accesibility

Attachment 1 – Showing the Alt text, Title and Description boxes that explain what is in the image

WP media meta data

 

Attachment 2 – Showing the Check Accessibility option for Word documents.

MS Word accessibility tool

We can help with Web Accessibility compliance. Contact office@frameworkdigital.co.uk

Google Ads Webinar

Google Ads system and how to optimise on search results to drive new business.

 

Event Details

Date: 22 October, 2020
Time: 10:00am – 10:00am
Price: Free

This webinar is organised by Buckinghamshire Business First.

We will cover:

  • SEO vs Google Ads.
  • How the Google Ads system works
  • What kind of campaigns are right for your company?
  • Money; How much does it cost to advertise?
  • What results can be expected?

 

Who is this event aimed at?

This webinar is designed for business owners and managers who are interested in Google Advertising. If you don’t want to waste time and money experimenting, this session could help not only understand how it works but also gives tips and strategies for getting great results.

 


Book on BBF website


Google Ads Webinar

22 September, 2020 10:00am Free

Understand the ins and outs of Google advertising, using the Google Ads system and how to optimise on search results to drive new business.

This webinar is designed for business owners and managers who are interested in Google Advertising. If you don’t want to waste time and money experimenting, this session could help not only understand how it works but also gives tips and strategies for getting great results.

What Knowledge will you take away with you?

The session is divided into 3 chapters:

Introduction – The basics about online advertising. Learn the differences between paid and organic search results (PPC vs SEO), in order for you to make the right choice for your company. an explanation of the basic terminology.

Google Ads system – You will learn the details of Google Ads; the points that make the difference between disappointing results and the best return of your investment. We use real case studies of advertising campaigns to illustrate the points and clarify the benefits.

Q&A – The session will end with the opportunity for attendees to ask specific questions about their own businesses.
To book your place

Click the link below to reserve your place on Bucks Business First website.

https://bbf.uk.com/event/google-ads-webinar-sept-2020

When it comes to website design, there are some core essentials that apply no matter what your industry. Whether you are updating your online presence or starting afresh, you need to ensure that the following boxes are ticked.

  • Your website pages can be found online
  • Accessing the content on your website is intuitive
  • There is sufficient differentiation between your brand and the competition

This article explains how these three points can be achieved by your web design company. Let’s begin with the search.

How do customers find what they want?

In the vast majority of cases, customers will search online to find the products and services they want. Within a split second of any request being made, the search engines have to compile a list of the most relevant web pages. Their reputation depends on providing quality results that answer the search criteria.

Let’s be clear; no matter what the search phrase, your web page is immediately up against a vast number of contenders. To stand any chance of being found online, your website has to help the search engines to see that it is a quality site. As a core requirement, you need:

  • Unique and well-defined content (plenty of opportunities to show the correlation between your offer and the search term)
  • Mobile responsive or mobile-first web design
  • Fast Loading Pages
  • An SSL Certificate if you are requesting any information from visitors

The search engines keep a score of your website, it knows if a web page is regularly updated, visited and referred to online.

There are more than 100 factors that are calculated by the search engines to determine the correlation between a search query and the results displayed. It all happens in the split of second and 3.5 billion per day worldwide. Over time, your web pages will gain the authority, necessary to move up the ranks.

Please note, if you have an existing domain name, stick with it. The length of time that you have had an active website domain counts in your favour.

What are your Customers Looking For?

When it comes to website design, it doesn’t really matter whether you offer an exclusive range of luxury products or a vast selection of essential services. The top priority is providing a positive customer experience. At a basic level, your web pages should:

  • Be accessible on their device of choice
  • Be quick to load
  • Communicate what you offer at first glance (no matter which page they land on)
  • Be intuitive to navigate

As a business, you need to have a clear idea of what your customers want. What are their priorities? How can you meet their expectations? On this point, consider the company values as well as what you sell. The customer’s priorities could be finding a local company who actively supports the community, a business with strong eco-credentials or a company who has achieved a specific standard/membership.
Also, consider how your website content can be of value to them. Can you provide practical advice, inspiration, case studies or other useful information?

Maybe view your website as a Customer Service Representative, rather than as a Salesman. Prospect clients would certainly appreciate that approach and it may be in keeping with the style of your organisation.

How to Differentiate your Website from the Competition

If you are planning a new website design, it is useful to check out your online competition. This is not to copy what they are doing. Your goal should be to see what your brand is up against and ensure that your web pages are strong enough to compete. Can you spot gaps and offer anything that the competition is missing?

When it comes to standing apart, your website essentials are to:

  • Use unique branding and content (original copy and custom photos)
  • Be personable, with the aim of connecting with the customer
  • Focus on the positive outcomes of using your products and services
  • Ensure that your website has a straightforward CRM, so you can quickly add fresh content with confidence.

Yes, it will cost more to engage a professional photographer or copywriter, but original, quality content will reap rewards.

Website Essentials in Summary

In 2020, every business needs to be found online. As the competition has never been higher, you can not afford to cut corners or promote anything other than your brand at its best. To deliver a quality experience, your website design must:

  • Meet the core requirements of the search engines
  • Be easy for customers to access, navigate and identify with
  • Accurately reflect your brand
  • Be original
  • Be regularly updated

If your website can be found and if it offers a great customer experience, it can be your strongest sales tool. For further information or to request a meeting to discuss your website project please call 01296 320820 or email office@frameworkdigital.co.uk