Toutapp Helps Lawgical Increase Engagement

Mar 11, 2013, by Lauren Buchsbaum, Happiness Officer

Our featured Team of the Week entry comes from Lawgical. Every week or so, we'll profile a different user group who uses our app to improve their email productivity. If you would like to be featured in the future, you can apply here.

About Lawgical

Lawgical is an online marketing company that serves select legal niches. We have a number of brands such as ServeNow, PInow, AboutBail, and the Legal Talk Network that are recognized as industry leading networks for the legal communities that they serve. Our activities range from building our networks to actively promoting the products.

How Lawgical uses ToutApp

 

ToutApp is an incredibly useful tool for outreach and sales productivity. We use it throughout our marketing and sales departments to create and enhance engagement with clients and leads.

An example of how we've used ToutApp is in communications with governmental agencies for marketing projects. The responsiveness of agencies and their bureaucracies can vary greatly. So being able to view whether they opened or clicked on our emails has guided our communications, especially for when and how we follow up. As a result, we've increased the number of responses to our requests and gotten much better project results.

Beyond just tracking, the ability to create and use templates within ToutApp has helped us routinize and refine certain processes to make them faster and more efficient.

Are you using ToutApp to manage your sales communications?

How We Made our Customer Support Kickass

Mar 7, 2013, by Lauren Buchsbaum, Happiness Officer

A customer-centered company

Here at ToutApp, we’re really dedicated to making our customers happy. My job title as "Happiness Officer" is a fairly excellent example of thisA month or so ago, though, as we amped up our marketing efforts, we started to experience some growing pains - especially in customer service. We’d been having trouble listening to our customers, responding as quickly as we used to, and making necessary improvements within the app - all while staying friendly, accessible, and helpful. It felt like a compromise to some of our ideals. To that effect, we decided to make some important changes to our support structure that I’ll talk about below.

Though none of this is directly sales-related, I hope that at the very least it’ll spark a discussion about how to best communicate with customers, as well as how to structure customer service at a growing company.

Here are some important changes and realizations we made where it comes to support:

1) “Customer service” is NOT a happy term.

Before doing any real restructuring of our support system, we meditated on our methodology and language for working with customers. “Customer service” is reminiscent of being put on hold and transferred, having to answer the same question over and over, or getting a nine digit case number to reference. Not the sort of experience we wanted to provide to ToutApp customers.

Since we’ve never been fans of doing things the old fashioned way, we’re throwing these terms out internally. If you want to get in touch with us, you can contact the happiness team to ask a question, report a problem, or talk to our enterprise sales team. No fuss.

2) Support tools can actually hurt productivity.

One of the biggest challenges I personally have been up against is the juggling of many different platforms in my daily workflow. At one point, I sat down, mapped out what I was using each service for (it looked something like this [right]), and decided things needed to change.

Here's all the tools I was using for support....

Now I’ve got Hipchat, Pivotal Tracker, Salesforce, Google Docs, Salesforce, and our internal database all hooked up to Zendesk and everything is finally in one place. I know when new cases come in through Hipchat, I can log bug reports easily, record user requests in a spreadsheet, and, most importantly, easily reference our customers’ data while chatting with them. Even if it takes some effort to build a custom setup like this, I can guarantee that the final result is worth it. Your customer support, service, or happiness team - whatever you call it - is not one size fits all. And your internal chaos will likely reflect itself when dealing with a customer. Your zen is their zen.

2) Your feedback mechanisms should be customized.

After a ton of research, we decided to migrate from Desk to Zendesk as our help desk platform.

Ask a Question

Zendesk provided some standard forms for submitting tickets. However, after looking over them we realized these were too generic for our business. So we decided to design our own forms.

Our main reason for this was the need for two very different forms: one that allowed customers to get simple questions answered (e.g. What’s included with your free plan?), and another for more in-depth problems with our product (e.g. Why won’t my templates load?). We’re a fairly complex platform that has a lot of different integrations, so we built up a really comprehensive “Report a Problem” form that asks as many questions as it can so that we can minimize back-and-forth exchanges by grabbing a ton of information up front.

Check them out:

3) Showing is telling.

Our new FAQs!

Throughout this support facelift, it had become fairly apparent recently that we’d outgrown our 

homemade help/FAQ pages, so I completely redid these. Our two worst problems with these FAQs were a lack of up-to-date information and too much text. Rather than spend the necessary time updating these FAQs, I typically ended up communicating one-off with customers to show them a feature or walk them through a necessary process.

I’m cringing a bit as I write this, because we all know that’s not a sustainable process. Investing the time to make your help pages great and create good articles and video content goes a huge way in making any support organization successful. After just a week on our new FAQ pages (using Zendesk’s framework - thanks!), I can already notice a lot more customers educating themselves about the product, which makes everyone’s lives happier.

4) Our customers’ priorities are our priorities.

We previously asked customers "How are you feeling?" in our customer forms. This was a suggestion that Wufoo made at Userconf (a conference that was really helpful in us defining our support priorities!).

In the end, though, we made a basic realization: customers who have to fill out a “Report a Problem” form usually tend to be annoyed - who wouldn’t be?

We wanted to have a more meaningful way of humanizing communication with our customers, so we took a tip from Zendesk and added in a “Priority” field instead. Is this a low urgency issue? Or is it highly impactful? Now we can determine if something needs to be solved right away or in the near future.

In conclusion....

We realized we weren’t scaling something well, so we fixed it. It was this realization that allowed us to create an even better experience for our customers. ToutApp customers can now get help more easily and quickly - with a friendlier face.

I’m sure we’ll continue to have challenges as we continue to scale, but now our revamped infrastructure will better scale with them. If your company is experiencing anything similar, I’d love to talk about ideas, techniques, and tools. If you’re a user, I hope you notice the improvements. We’re here for you guys!

Are you using ToutApp to manage your sales communications?

ToutApp Conquers the Legal World

Mar 4, 2013, by Lauren Buchsbaum, Happiness Officer

Our featured User of the Week entry comes from Adam Rosenblum, Principal Attorney at The Rosenblum Law Firm. Every week or so, we'll profile a different person who uses our app to improve their email productivity. If you would like to be featured in the future, you can apply here.

I'm the principal attorney at The Rosenblum Law Firm, which focuses on traffic violations and criminal defense in New York and New Jersey. Our website at http://www.ticketdefenselaw.com has over 300 pages of unique content related to traffic violations. We also run http://newyorkspeedingfines.com, an interactive site that educates individuals about the consequences of traffic violations. Our monthly newsletter contains information from our websites, including http://rosenblumlawfirm.com, and goes out to thousands of subscribers to give them information on a broad range of legal topics.

ToutApp has been an invaluable tool for a number of reasons.

Our firm gets a significant volume of potential client leads each month. In addition, many of our current clients are looking for information we provide via email. ToutApp allows us to create templates so that we do not have to write the same emails over and over and track the effectiveness of the templates. Many of our emails include links, and ToutApp also lets us know whether or not people are clicking on them. We also love Tout's campaign feature, which allows us to have a template automatically send a follow-up email. This feature allows us to continue to provide our clients and potential clients information without having to send the emails manually.

Are you using ToutApp to manage your sales communications?

User of the Week: Owen uses ToutApp for Customer Development

Feb 5, 2013, by Jen Nordine, Happiness Officer

Our featured User of the Week entry comes from Owen McGab Enaohwo, Co-founder of SweetProcess. Every week or so, we'll profile a different person who uses our app to improve their email productivity. If you would like to be featured in the future, you can apply here.

My co-founders and I are working on a webapp called SweetProcess that will make it easy for entrepreneurs to scale their businesses by helping them quickly and easily create Standard Operating Procedures for their businesses. Our process will allow everyone on their team to know exactly what to do in any given situation and they can make use of the SOPs to deliver a consistent level of results to their customers.

Right now we are in the process of creating a Minimum Viable Product for SweetProcess. Before jumping straight into coding, we decided to call potential customers and interview them to find the burning problems that they have with documenting how processes work in their businesses and the exact solutions they want from a software.

My email process involves sending an email to a list of prospects in my field and having them click a link to answer a simple three-question survey. ToutApp’s analytics let me know who is interested in and who has completed the survey. From there, I have the opportunity to follow up and prioritize my recipients based on who appears to be showing interest. For example, those who complete the survey then get a phone call where we can drill into the problem and the solutions that they want from the SweetProcess software.

ToutApp’s templates, tracking, and follow-up mechanisms help me get my emails done faster and more intelligently. At the end of the day, these features help me stay in touch with everyone, from my initial outreach to my next follow-up to the final phone call.

Are you using ToutApp to manage your sales communications?

User of the Week: ToutApp gains lifetime fans from BabyList

Jan 15, 2013, by Lauren Buchsbaum, Happiness Officer

Every week or so, we'll profile a different person who uses our app to improve their email productivity. If you would like to be featured in the future, you can apply here.

I spearhead marketing and PR initiatives for BabyList. We provide expectant moms the ability to add items from any store to one universal baby registry - it's just as easy to use as Pinterest. BabyList is currently a part of an accelerator program and one of our main goals is to increase user sign-ups. We have a niche target market of pregnant women so we are constantly thinking of creative ways to reach them.


We LOVE ToutApp because it provides us greater insight to how the editors and influencers we are contacting are responding to BabyList. Our emails typically contain several links so we are able to gauge where people are clicking...and what they are interested in. And, at the very least, we'll know that they viewed our emails and how frequently.

Recently, I noticed one email I sent was viewed 27 times - I just knew that the recipient was interested and would respond soon. And, sure enough, she did!

We have just started using ToutApp and are already fast fans. I'm sure as we start drilling into the additional bells and whistles that Tout offers, we'll be lifetime fans.

Are you using ToutApp to manage your sales communications?