Convey's Channel Partner MicroCast

How Businesses Can Adjust in the face of the Coronavirus

You can’t turn on TV or the radio without having the media create a level of panic about the Coronavirus.  The telecommunications, cloud and contact center industry’s largest trade shows were cancelled with moments to spare.  And you all know the wild ride we are having on Wall Street. However, because we live in a technology-driven world, perhaps it is time to pivot, not panic and let technology step in while the virus behaves like the flu, has its season, and then goes underground as the weather warms up.  Here are some thoughts for our business community.

Reasons why you should not “do it yourself” when it comes to your website

Many small businesses think it’s OK to take a DIY approach when it comes to their website.  They get free technology from WordPress or inexpensive site building programs, set out to build their website or engage an inexpensive intern to do the job for them.  But much like those home DIY projects, the results are often not what the business needed or wanted and the results can be a website that is not interesting and engaging, too hard to keep up to date and  doesn’t reflect how that business wanted to be viewed in the marketplace.

Here are some reasons that having a DIY website may not be your best business decision.

Why WordPress sites are bad for small business

The current market leader in websites is WordPress powering 50 million websites.  It’s “free” technology for creating the site, appeals to the cost-conscious business, seems easy enough and offers some great looking layouts to make site creation easy.   If you already have WordPress as the underlying technology your site is built on or are considering using it, here are some downsides that should give you reasons not to use this “market leader”. 

Avoiding Website Gotchas We talk about understanding the hidden issues that can bring a website to its knees.

When it comes to websites, most people realize that if the website looks bad, is outdated, and difficult to navigate, it hurts rather than helps a business.  But what they may not know, is that there are some gotchas in their websites that are often nasty surprises that cause them to spend lots of money in redesign, maintenance or what’s even worse, legal fees.

"You never have a second chance to make a first impression"

People make the same snap judgments about website that they do about people.  Google and other researched how people react to websites and found out that in about ½ a second, a person will form an opinion about your website and either stay to explore more or leave and go elsewhere.  Explore how your website might be leaving a bad first impression.

We keep you from flying blind and make your decisions count. 

For this MicroCast series we are focusing on the topic of gifts.  Now that doesn’t mean we are going to teach you how to find those deals and steals, get you informed about the latest gadgets or help you with the coolest trending Christmas gift.  Rather, we are going to focus on the gifts that Convey’s technology brings to master agents, vendors, carriers and partners to make their business lives easier. 

Whenever I think about how old I’m getting, how long I’ve been in business and how much I can no longer do because I’m not built like a 20-year old, I remember that all the time I have spent on Earth has one huge advantage and that is insight.  Insight is something that can come because you’ve had experiences over the years that have taught you to be wiser, more tuned in, and strategic. 

Convey also gives you the gift of insight without having to spend all of that time and years developing it.  We are a data collector and organizer of that data to let you know if partners are interested, what they care about and if your message is getting through.  If you take that data and analyze it, then you know what is working and what isn’t so you can adjust and pivot.

Let’s start with who is looking.  You’ve put together an amazing program, spent countless hours developing marketing resources, added good content and were inspired when you created a killer promotion.  But now what?  Wouldn’t it be great to know if things are being looked at, who is looking and how much time they are spending engaged with what you added online?  If you have a Convey catalog or portal, we give you this insight.   If portals are public, then you can see how many views you are collecting on catalog pages, banners or content.   If people are behind a login, you can tell which member is looking and their viewing habits. 

And then, what are people looking at?  It’s very informative to know if your message is resonating or being ignored.  It’s also very informative to know which of your portal members are engaged and those that just aren’t looking.  Convey’s reporting system shows you all of the activity for a content catalog as well as each and every piece of content and event inside.  You can see what is being looked at and who is looking if they have logged in.  

Now that you have the insight about what’s working and what’s not, what should you do next?  Remove the clutter of content nobody cares about.  Adjust the promotion so more people care.  Add more case studies if that’s what gets people’s attention.  Spend more time with people that are engaged with you and less time with people that are not inspired by your message or what you sell. Insight lets you adjust.

And are your messages getting through and how they are received?  For all of the complaining about getting too many emails, let me remind you that email outperforms all social medial combined in getting the message out and producing the right ROI. Convey is email centric because most of our users are businesses that rely on email to stay informed.  Convey portals send out notifications, reminders, welcome emails, custom messages and newsletters to portal members.  Portal members use our Conduct marketing tools to deliver promotional email campaigns. 

But how do you know if it’s working?  That’s where the insight you get from email reports comes in.  Reports tell you if the email was delivered or if it bounced.  It tells you if it was opened or not read.  Then, we go above and beyond that to let you know if people clicked and how many times they hit those hyperlinks.

So, what insight can you gain from our email reports?  First, you can see if you have a good or bad email list and remove emails that

We help you get more done in fewer steps.

For this MicroCast series we are focusing on the topic of gifts.  Now that doesn’t mean we are going to teach you how to find those deals and steals, get you informed about the latest gadgets or help you with the coolest trending Christmas gift.  Rather, we are going to focus on the gifts that Convey’s technology brings to master agents, vendors, carriers and partners to make their business lives easier. 

I know tons of people who obsess over watching Marie Kondo show you how to fold things, organizers that keep clutter at bay, or gadgets that help you go faster and do more with less.  If you are efficient, you are likely much more to be effective in both your personal and business life. 

Convey is built to give you the gift of efficiency.  Because we are a small company, we built our technology to be automated, manage processes without you having to intervene, onboard and manage partners, remind and message, and manage your communication and marketing.  For most everything in our portals or catalogs, you can just set it and forget it! 

Let’s start with automation.  If you’ve been in business long enough you have suffered through manual processes that create a time suck when you are trying to get things done.  What’s worse, is that when processes are not automated, people forget to do things, make mistakes and focus way too much time in administration and not enough time on running the business. 

Convey has the philosophy that it’s so much easier on you to just “set it and forget it”.  We automate how content and events are displayed on our portal home pages by automatically displaying events on the home page calendar, rotating content posts on and off the home page or adding content to directories when it’s posted.   

It’s now really efficient to keep your information from being old and out of date.  It’s super frustrating for people to go look for an incentive only to find one that they get super excited about and find that it was for Q1 and now you are in Q3.  Sometimes it’s hard to keep up with promotions that are out of date, events that have come and gone or anything that has expired.  Convey makes it easy and efficient for you to keep old stuff cleaned out by using our scheduling engine.   Take down any banner, event or piece of content by scheduling it to appear and then be removed when it’s no longer relevant.

Let’s talk about the efficiency you have in engaging the members of your portal.  You would likely stop looking at things unless you are reminded to do so.  Think about how many emails you get from that favorite vendor with new products, sneak peaks or special sales.  Retailers know that you have to see something a number of times before you click through, take a deeper look and buy that item that they have so diligently been promoting.

This process is no different when you think about getting your portal members to pay attention to you.  Convey’s technology is built to engage its members and makes it efficient to do it.   Start by whether portal members are looking at all.  The system knows how long it’s been since the last login and if that is too long, sends a gentle reminder to take a look.  The portal invites members to be responsive and take action vs. just look around.  You can add forms, links, registrations and other calls to action so portal members have something to do and not just something to look at.  You can send emails, newsletters and text reminders to get portal members to remember you are still out there thinking about them.

We make training much more efficient. New portal members can land on a dashboard that takes them through the product training they need, gives them more information about your partner program, and lets them know how

Explore the tools that make your channel life easier. 

During the holiday season, we are focusing on gifts.  Not those deals and steals, cyber bargains or doorbusters, but the gifts that Convey’s technology brings to master agents, vendors, carriers and partners to make their business lives easier.  Today is tool time. Everyone has a tool guy in their life like my husband who has a gadget for everything to build things, repair stuff that breaks or manage just about any landscaping need.  He always says that what he doesn’t have one of, he has two of them. 

Convey likes tools as well and we’ve built quite a few of them into our portals.  Our tools let you market to partners and let them market to customers.  We built in tools to get people’s feedback, analyze what people are interested in and let you know if they login, look around and click.  We have tools to manage your data, keep your contacts organized and remind you to do stuff.   If you like tools, then our portals and catalogs are like one giant toolbox with things that you can use to build, repair and renew. 

Let’s start with our portal marketing toolkit.  To us, marketing means getting the word out and in the hands of the right audience, making your offer clear and getting people to respond.  And we have lots of tools to do the job.  If you own one of our portals, you have a message library with automation built right in, so you don’t have to grind it out creating and delivering messages.  The library has automated notifications, reminders and welcome emails that talk to your audience automatically.  Those messages remind portal members to login if they have been inactive too long, let them know that they have a file waiting, or have a new marketing campaign ready for them to look at.  Newsletters are automated.  Create one and add sections, put it on a schedule, and then it automatically goes out with links back to new content and events.

And we don’t forget about portal members.  We created marketing tools that members can use to deliver content from the portal in just one touch or run a sophisticated marketing campaign created for them with no creativity or work needed.  When a piece of content is added to the portal, there is a 1-touch email share button.  When a viewer presses the button, their email client pops up with a landing page link to view the content letting them send it out with a personal message.  It’s a great tool to share case studies, marketing materials or product information.

Then there’s the toolkit every salesperson wants under their tree, Conduct.  This tool lets portal owners create email marketing campaigns with 4 outbound emails and a landing page and delivers it right to the members’ dashboards in the portal.  Salespeople open up the campaign, set a schedule for delivery, add their list and out the door it goes.  All their emails and landing pages are branded for them and they have reports to see who is opening, clicking and signing up.

Who doesn’t love organizers, right? There are quite a few of us that like to straighten our drawers, declutter our closets and watch Marie Kondo tell us how to fold clothes.  Convey has lots of tools to keep you organized, reduce the chaos and clutter, and save you time looking for things.  Let’s start with our CRM tools built right inside each portal.  We “decluttered” big CRMs like Salesforce, created a simple tool that anyone can use, and made it perform the most common tasks like holding data, creating notes, assigning tasks and running reports.  We have a CRM to hold member data, another one to keep track of administrators in the portal, and a prospect CRM with an automated way to get prospects into the hands of salespeople.  It’s a business organizer’s dream.

So back to portal members.&nb

Save time in how you manage, message, onboard and connect with your partners

For this MicroCast series we are focusing on the topic of gifts.  Now that doesn’t mean we are going to teach you how to find those deals and steals, get you informed about the latest gadgets or help you with the coolest trending Christmas gift.  Rather, we are going to focus on the gifts that Convey’s technology brings to master agents, carriers vendors and sales agents to make their business lives easier. 

If you ask just about anybody, the one gift we all want but often eludes most of us is the gift of time.   Imagine having hours back in your day so you don’t have to work late hours, can spend more time with your family, get to the gym for that workout or just have time to sit down.  It’s something we all strive for. 

In the industries we serve, sales agents and master agents are small business owners, so they have to do it all from selling deals to managing accounts to doing all of the administration to run a business.  Vendors and carriers don’t have it any better.  They have lots of people to satisfy, need to travel and attend events, and then keep both partners and their customers happy.  All of those things can suck time right out of the day with little left over for personal things. 

Every day, Convey delivers the gift of more time by reducing the time it takes to distribute content, automate processes, managing messaging and outreach, and consolidating content in one place to eliminate wasted time searching all over the internet for what sellers need to serve their customers.  Let’s take a look at some of those time-saving opportunities so you know they are out there and how to take advantage of them.

We save you time in getting the word out.  Marketing spends a lot of time developing product slicks, case studies, incentives, videos and marketing materials.  However, that time is wasted if it doesn’t make it into a salesperson’s hands.  That’s where Convey’s Hub and Spoke technology comes in. 

Vendors and carriers have online catalogs where they can tell their story, let partners and producers know what segments of the market they play in, how their products and services fit in and why partners should pay attention.  A catalog is a blank canvas where marketing can paint any picture they want.  It’s quick to add pages, banners, videos, and marketing materials, but the efficiency of getting that information into the hands of partners is time-savings magic.  Put a product slick online in the hub site, press the save button and it magically appears on every master agent portal.  

It’s not enough to just get information online, you have to get people to pay attention and for portal owners this is automated.  Portals send out messages when new content is added, can automatically add content to the home page, and reminds portal members to come look.  All of these processes are automated, so no time is wasted in trying to get the word out. 

We save you time looking for stuff. You can certainly find a lot of content on Convey’s portals online, but the time it takes to search and look on different websites can be lengthy.  Portals put information in one online location and make that information easily searchable, saving time looking around.  If you are looking at a master agent portal with many vendors and carriers adding information, those vendors give you links to take a deeper dive, so you don’t have to guess where to find it. 

We save you time onboarding portal members.  So, you sign a partner or agency up, now what?  Sometimes training and onboarding people can be a time-intensive activity unless you have technology to help you. 

Explore how where to find those gifts in our services.

This time of year, we are obsessed over gift giving.  We’ve now been through Black Friday, Small Business Saturday, and Cyber Monday trying to find just the right gifts for what seems like an ever-expanding list of people that expect them.  What makes this time much more stressful is the gift buying season happens to be shorter this year based on the limited number of shopping days between Thanksgiving and Christmas.

When those of us at Convey thought about this gift giving season, we remember you, the customers who give us the gift of your trust, your support, your participation in educating your audiences and your marketing dollars that make what we do possible. Those gifts come to us all year long and we thank and appreciate you for your business and friendship. 

We’d like to take the time in this MicroCast series to look at the gifts that using our technology brings to you, your businesses and the partners and producers that use our services to help them be better at serving their customers. 

One of the most precious, and often overlooked presents that we all need is the gift of more time.  I’ve watched my master agent friends work long hours to manage all of the activities it takes to run their business.  They are on the phone countless hours helping sales partners and producers close business, connecting with their carriers and vendors, processing commissions or resolving issues.  The time drain applies to vendors and carriers as they jet around the country, meeting with partners and customers and getting more of them to develop relationships.  Time in the industries we serve is precious and often in short supply.

Every day, Convey delivers the gift of more time by reducing the time it takes to distribute content, automate processes, managing messaging and outreach, and consolidating content in one place to eliminate wasted time searching all over the internet for what people need to serve their customers.

 Convey adds tools that helps you manage programs, marketing and messaging. My husband is the ultimate tool guy with a gadget for everything from tools that let him build things, repair stuff that breaks or manage just about any landscaping need.  In fact, he likes tools so much, we have duplicates of them across two houses.  And I’ll admit, I like tools as well.  Alexa is a tool that lets me stay put while she turns on the lights, TV, tells me the time and lets me order stuff.   And I have my own color coordinated tool kit to hang pictures and fix stuff.

Convey likes tools as well and we’ve built quite a few of them into our portals.  Our tools let you market to independent agents and let them market to customers.  We built in tools to get people’s feedback, analyze what people are interested in and let you know if they login, look around and click.  We have tools to manage your data, keep your contacts organized and remind you to do stuff.   If you like tools, then our portals and catalogs are like one giant toolbox with things that you can use to build, repair and renew. 

And who doesn’t like gifts that make you more efficient.  I know tons of people who obsess over watching Marie Kondo show you how to fold things, organizers that keep clutter at bay, or gadgets that help you go faster and do more with less.  If you are efficient, you are likely much more effective in both your personal and business life.

Convey is built to give you the gift of efficiency.  Because we are a small company, we built technology to be automated, manage processes without you having to intervene, onboard and manage partners, remind and message, and manage your communication and marketing...