Saturday, November 1, 2008

How to use Microsoft CRM to Manage Client Projects


As a Microsoft partner, we help our clients implement the solutions they purchase. One challenge we have is how to track the project tasks so that we can:

1. Leverage the time-saving capabilities of Workflow within CRM.

2. Leverage the integration between CRM and Outlook so that project tasks appear in our users' Outlook Task lists and Calendars.

3. Keep the process simple while still providing enough control to keep the project on schedule and under budget.

Here is what we chose to do to manage our projects. Perhaps it will be suitable for you, as well.

1. Use Workflow Manager to create a new sales process for client fulfillment/project delivery.

While we could have chosen to create a new project entity, we wanted functionality similar to the Sales Process workflow available for Opportunities. Unfortunately, the only way we could do it (without a lot of custom coding) was to use the Opportunity entity. Sales Process workflow is not available for any other entity.

We created a new Sales Process called "CF - CRM", with a description of "Client Fulfillment - CRM Project Delivery." This naming convention separates the project processes from the true sales processes (they start with "LC" for Lead Conversion). This is a manual rule, meaning that we manually apply it to the opportunity.

The project management Sales Process has various stages (Initiate, Analyze, Diagnose, Develop, Deploy, Operate, Close) that are based on the Microsoft Dynamics Implementation Methodology. You can use whatever you want.

The beauty of this solution is that you can have as many processes as you want and apply the correct process depending on the project.

For example, we could have a project process for Point-of-Sale projects, another one for Great Plains projects, and a third one for CRM projects. Each process could be customized with its own stages and activities.

Within each stage, there are the appropriate activities and milestones. For example, within the Initiate stage, we have tasks for "Create project charter" and "Schedule project kick-off meeting."

If there are particularly critical or time-sensitive activities, then you might want to create activities to monitor the status of them and use workflow to escalate neglected or delayed activities to a manager.

You need to be careful about the level of detail and number of activities you create. Remember, this is NOT a fully functional project management application like Microsoft Project.

You can attach supporting documents or links to SharePoint documents to the activities if you need more detail.

2. Complete all stages and activities for existing sales process on opportunity.

You are now ready to start using the project management process you created in step 1.

If there is a true sales process assigned to the Opportunity, then be sure to close or cancel all activities so that the sales process is completed.

Keep the Opportunity open once the sale has been closed. We are going to continue to record activity against the opportunity.

3. Assign the appropriate sales process for client fulfillment/project delivery to the opportunity.

Now, manually apply the correct project management process to the Opportunity. The activities from the first stage will be created and assigned.

4. Complete project activities.

No go ahead and do the work. Activities can be assigned to individuals or queues. Tasks that are not on the project management Sales Process you defined in step 1 can be manually added to the opportunity.

As you complete each stage, the activities for the next stage will automatically be created.

5. Use the Sales Pipeline report or a custom report to keep track of projects.

Since we are using the built-in Sales Process functionality, you can easily run reports showing the progress of the projects. You will probably want to create your own custom reports using the standard Sales Pipeline report as a template.

6. Close the Opportunity upon completion of the project.

Once the project is completed and all activities in the project management Sales Process are completed, close the Opportunity.

Conclusion

As you have seen, Microsoft CRM can be used in creative ways to help you best manage YOUR business. Using it for simple project management is a great illustration of the "Affordable Adaptability" of Microsoft CRM. Using this illustration, think "outside the box" to come up with other ways to use Microsoft CRM to support your business. Be sure to let me know what you come up with!

Michael Cross is a Microsoft Certified CRM Professional with Small Business Systems LLC. Visit http://www.bturnkey.com/crm.html to learn how Microsoft Dynamics CRM 3.0 enables your people to work the way they want to work, while providing you wih the data you need to increase the number of customers, provide the quality of service your customers expect, and increase your revenues.

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Wednesday, March 19, 2008

What You Need To Know To Negotiate A Great CRM Software Deal

Small and midsize businesses (SMBs) are a growing source of revenue for software vendors of all sizes. Many enterprise software vendors have found that the market for enterprise software has become saturated. At the same time, SMB?s have increased their investment in technology to satisfy customer demands, control costs, and meet new government regulations.

These market dynamics have resulted in CRM vendors offering CRM software solutions that are better suited and priced for the SMB market.

While SMB?s today have the opportunity to improve their competitive edge with top notch CRM software, they also encounter complex software evaluations and sophisticated contract negotiations.

Outlined below are ten insider tips to negotiating a better deal with your CRM software vendor.

1) Do an RFP - Protect Yourself from Overbuying

2) Workd with atleast 2 Credible Vendors - Don?t Narrow Contenders too Fast

3) Consider the Entire Package - Hardware, Software, Maintenance, and More

4) Negotiate Future Expenses - Limit Fee Increases

5) Clarify the Fine Print - Define Usage Rights

6) Do Your Research - Use all the Available Free Research Tools

7) Serve as a Reference - Your Endorsement is Gold

8) Beef-up Your Deal Negotiation Skills - Win Against Polished Sales Pros

9) Negotiate the Hidden Costs of Hosted CRM Solutions - Uncover the True Cost

10) Think Ahead - Lock in Price Discounts

You should know your advantages before negotiating with a CRM software vendor. Market dynamics have created an ideal CRM software buying opportunity for small and mid-size businesses. SMB?s have access to better software solutions, at better prices, than ever before.

In today?s competitive market, CRM vendors are willing to negotiate. As you enter into negotiations use the tips and don?t forget?your vendor?s sales plan depends on revenue from companies just like yours.

To download the entire white paper, please visit our site using the link below.

CRM-Software-Evaluation.com is a FREE resource that helps you with CRM Software Evaluation. Please visit CRM Software Negotiation to download the complete white paper

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Friday, March 7, 2008

Do you launch your CRM this year?

Do you launch your CRM this year?

Publishing Guidelines: You may publish my article in your newsletter, on your website or in your print publication provided you include the resource box at the end. Notification would be appreciated but is not required.

By S. Maurer

Well, you need to know few things.

You need a managerially useful, end-to-end view of the CRM process from a marketing perspective. The basic perspective taken is that of the customer, not the company. In other words, what do managers need to know about their customers and how is that information used to develop a complete CRM perspective?

We suggest the strong marries it goes the need to properly integrate CRM with ERP and SCM applications.

The blessing that CRM and the Internet have lead customers to expect greater access to companies through communication channels it lives?

Health maintenance and preferred provider organizations plows discovering that CRM applications enable them to exploit the cross-marketing potential of their extensive databases to tailor their you policy to clients.

Because the whole idea is to customize each system to a specific company needs, there is no universal definition of Customer Relationship Management CRM, which has both business-to-business and business-to-consumer applications.

Even though research shows that Customer Relationship Management CRM initiatives have shown little success, a recent poll shows that 35 percent of executives surveyed said their organizations will launch Customer Relationship Management CRM initiatives this year.

S. Maurer is a 53-years old college graduated IT professional, with 30 years of experience in the computer & technology business. Now is the Correspondence Courses Director of the Abet Open University: http://mba-open-university.net and http://distance-learning-mba-online-mba-program-executive-jobs.net

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Friday, February 29, 2008

Microsoft Dynamics AX-GP-NAV-CRM: Trends and International Recommendations

Microsoft Dynamics project ? or formerly referred as Project Green should unify and modulate all Microsoft Business Solutions ERP applications: Microsoft Great Plains/Microsoft Dynamics GP, Microsoft Navision (former Attain) Microsoft Dynamics NAV, Microsoft (Navision) Axapta/Microsoft Dynamics AX. The challenge of unification probably will result in quality change for the unified interface, such as Web/Business portal/Microsoft Outlook & MS Office integration, Deployment of new technologies, such as Microsoft Sharepoint with workflow automation. Plus the development platform for Microsoft Dynamics products should shift from proprietary tools, such as Microsoft Dexterity, C/SIDE, MorphX (no confirmation for Axapta yet ? but we guess it should follow) to C# and VB.Net with VisualStudio. In this small article we will try to orient IT managers in Microsoft Business Solutions MRP products selection for international and regional markets.

? Microsoft Dynamics GP. The regional markets for Great Plains 9.0 and following Microsoft Dynamics GP 10.0 version will narrow: United States, United Kingdom, Canada: both English and French speaking, Australia, New Zealand, South Africa and other English speaking countries in Asia, Africa and Worldwide, plus Spanish Speaking Latin America. Microsoft Dynamics GP 10 will not be available for Germany, France, Belgium, Netherlands, Poland ? the last version localized for these European countries will be 9.0 ? June 2006

? Microsoft Dynamics NAV. Currently Navision has very good presence in Europe, including East Europe: Poland, Russia, Ukraine, Czech Republic, Slovakia. Microsoft also localized Navision for new markets, where it just moved in: Brazil for example ? it was interesting development in Brazil ? first Microsoft probed Solomon, then Microsoft Great Plains 7.5 and in 2004 replaced it with localized Navision

? Microsoft Dynamics AX. Microsoft Axapta, opposite to Navision or Great Plains where market shares are gained/divided and competition is based on renovations and product improvements, Axapta has great potential yet to be deployed, coming from its modern and very futuristic system design and architecture. Being targeted to upper mid-market and corporate clients Axapta shows very good progress on emerging markets: in Russia for example the number of Axapta installation is similar and comparable with the number of Navision installations. Plus, in 2005 large number of Microsoft Business Solutions gold certified partners rushed into Axapta consulting arena ? this is seen in the USA, UK, Australia and continental Europe. In Brazil currently MBS in local Portuguese Axapta launching mode ? localized for Brazilian tax code

? Microsoft Dynamics CRM. Is planned as front CRM solution for the majority of Microsoft Dynamics ERP system: integration with Microsoft Dynamics GP is available for GP 7.5, 8.0, 9.0 and CRM 1.2 and 3.0, Microsoft Navision ? through third party integrations, Axapta integration is planned. Microsoft has Microsoft CRM as worldwide product, so you should not have any doubts regarding your regional market.

? Competition. Oracle is on the way with Oracle Fusion project, aiming on Oracle Financials/Applications/E-Business Suite, PeopleSoft, JDEdwards and potentially Siebel integration. SAP with the purchase of new mid and small market ERP: SAP Business One and Mendocino ? for SAP R/3 is catching up


Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( http://www.albaspectrum.com http://www.greatplains.com.mx http://www.enterlogix.com.br ) - Microsoft Business Solutions Great Plains, Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner. Please do not hesitate to call or email us: USA 1-866-528-0577, 1-630-961-5918 help@albaspectrum.com

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Monday, February 4, 2008

Microsoft CRM Customization

Microsoft CRM customization techniques are very diversified and based on the whole spectrum of recent Microsoft technologies. The main terms you should know are: Microsoft CRM SDK 1.2 and Visual Studio.Net 2003. And of course you should be familiar with all the legacy internet technologies, such as HTML, XML, XSLT, JavaScript and be good C#/VB/Net developer.

If you are developer who is asked: how do we customize Microsoft CRM read this and you will have the clues on where to look further.

1. Microsoft CRM SDK this is software development kit with C# and partly VB.net examples it is supported by Microsoft Business Solutions technical support. It is all web services based calls, if you are C# .NET developer you are excellently positioned to do this type of customizations. This is the preferred customization scenarios and this should be easily upgradeable customization.

2. Legacy SQL Data integration. This is also easy and safe. If you have SQL database, sitting on the same or linked SQL Server you can create ASPX .Net application and simply integrate it into CRM. You can place it on the navigation bar or menu in isv.config please refer to MS CRM SDK

3. Legacy ASP integration this is somewhat more sophisticated. You have to deploy HTTP handler to be a middle party between CRM which is .Net based and ASP which is legacy IIS. The trick is you have to have INI file with security settings to penetrate into MS CRM with proper credentials, calling web service.

4. Microsoft Exchange Programming. Microsoft CRM has Exchange connector which moves CRM incoming email to MS if it has GUID in its subject. You can alter this logic (for instance - move email to CRM if it doesnt have GUID but it is from the sender who is contact or account in MS CRM). Refer to MS Exchange SDK onsyncsave event handling. Then simply apply some MS CRM SDK programming

5. Direct SQL touch in #4 above I described you the scenario with MS Exchange handlers this would be ideal world if MS CRM SDK does the job. But in real world this is not always true you have to do direct flags correction in CRM database (like making Activity closed, moving email attachments/octet streams, etc). This is not supported by MBS technical support but you can rescue to this technique if you have to make job done.

6. MS CRM Customization tool you can feel free to use this this is rather end-user tool and we dont describe it here read the manual. Weve described above the options to use when this tool doesnt do the job

Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Colorado, Texas, New York, Georgia and Florida, Canada, UK, Australia, Brazil, Mexico (www.albaspectrum.com), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.

akarasev@albaspectrum.com

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Wednesday, January 23, 2008

Microsoft CRM implementation & customization: MS CRM Fax Gateway

With this small article we are continuing Microsoft Business Solutions CRM customization, development, modification, setup and implementation discussion.
Microsoft CRM at this moment doesnt have advanced fax automation you can register the fact of fax receiving or sending, but it is not sufficient for your daily work with your clients. User should be able to send and receive faxes in her/his work environment it is in MS CRM

Fax software automation market is very mature and we dont have to re-invite the bicycle here. All we have to do is integrate one of the reliable solutions into Microsoft CRM. Lets look at the technical aspects of the integration:

  • Modification should be based on the standard event Fax Activity logic alteration. Standard CRM version allows in- or out-going fax info saving into SQL database. Alternative form should have additional parameters for fax delivering
  • Immediately after the moment of fax saving into CRM database, Albaspectrum MS CRM Universal Fax Connector takes over the logic, more precisely its fax sending portion of the logic, realized as MS CRM Post-Callout, registered for Fax Activity addition and update. At the moment of new fax activity creation, our module considers attached documents as subject to be transferred to the addressee.
  •  Depending on the fax application/extension you use, call parameters are transferred to the appropriate plug-in, which in turn communicates with fax application.
  • Fax sending might be done through specialized systems or direct hardware control via MS FAX API.
  • Initially we plan to support GFI FaxMaker and Captaris RightFax via their printing & integration system with email servers MS Exchange and Lotus Domino
  • Documents, delivered or received through fax extension could be integrated into MS SharePoint via our proposed product Albaspectrum MS CRM Document Gateway. This allows you to revise and versionize document with automatic fax delivery to the addressees involved
  • For incoming faxes we suggest capturing via special handlers on the MTA (MS Exchange or Lotus Domino) level their task is to take over fax transfer and saving it for the addressee in CRM and Fax Activity creation in MS CRM
  • This approach provides seamless incoming and outgoing fax document workflow in MS CRM.

Happy programming, implementation, customization and modification! If you want us to do the job call use 1-630-961-5918, 1-866-528-0577! help@albaspectrum.com

Andrew Karasev is Lead Software Developer in Alba Spectrum Technologies USA nationwide Oracle, Navision, Microsoft CRM, Microsoft Great Plains customization company, serving Chicago, California, Arizona, Colorado, Texas, Georgia, Florida, New York, Canada, Australia, UK, Russia, Europe and internationally ( http://www.albaspectrum.com ), he is Oracle, Unix, Microsoft CRM SDK, Navision, C#, VB.Net, SQL developer.

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Monday, December 17, 2007

Is CRM Technology Living Up To the Hype?

Over the last few years the buzz about CRM (Customer Relationship Management) has grown extensively. It seems that every Sales & Marketing executive is talking about it. A study conducted by Jupiter Media Metrix found that U.S. businesses spent more than $5.2 billion in CRM technology software in 2001, a number that is expected to rise to $8.7 billion by 2006. CRM spending has been growing considerably, especially in financial services, retail, and telecommunications.

Many companies have invested in CRM systems to retain customers who demand more and better services by the day, but why? Due to recent trends, consumer behavior has changed dramatically in the last couple of years, and even more with current market conditions. According to a study made by The Center for Customer Strategy, consumers are less concerned with minor price differences, but choose companies based on their value-added services. They want to be able to get what they need, quickly. With tools like the Internet, its now a lot easier for both consumers and businesses to compare offers, and switch over if their needs arent met. This is especially true of high-value customers that produce the most profit for the business.

Businesses are scrambling for ways to retain these customers, and attract new ones in the process. So how is CRM an answer to keeping up with these trends? CRM is a strategy (no, not software) to transform your business to be customer, not product, focused. The CRM software is just a tool that helps the company carry out this strategy. Depending on its implementation, it can help your business identify who your customers are, what they need and anticipate what could want. It allows businesses to tailor offers to their current customers, building closer relationships that make them feel valuable. It can help eliminate contact and data overlap between departments and improve consumer service. For example, Leah Holzman, Marketing Manager of TradeCard Inc, explained how the marketing and sales departments in her company had problems tacking each others progress and customer data. They spent hundreds of hours managing disparate data across multiple systems. That is, until they implemented a CRM initiative with the help of Salesforce.com. Overall, CRM can make your company more efficient and customer-friendly to capture greater market share, increase customer loyalty, and attract more customers.

So far, CRM sounds like a dream come true. Yet studies show that more than half of CRM initiatives fail. Despite rising spending in CRM, a survey of 1,200 businesses executives conducted by the Data Warehousing Institute showed that 41% considered their CRM project a potential flop. Only 16% were satisfied with their CRM software implementation. As one senior marketing executive claimed, We turned a manual mess into an automated mess, and as a result we just made the same mistakes faster and more efficiently.

The problem with these companies is not that CRM automation fails to meet expectations. There are several reasons why these systems dont always generate the desired results. And most times, it has nothing to do with the software. The biggest mistake that a manager can make is think that once the software is installed, all problems will be solved. To be successful, a CRM initiative must be a company-wide strategic culture change and process design. It entails getting all your employees (not only customer service) to change the way they perform their every day tasks so that the appropriate information is collected and used in a productive way. The software is just a tool that keeps things organized so that a successful CRM is easier to accomplish. As any change in a corporate culture, this project requires complete support from senior management.

One of the most common problems is that data collected isnt used. Great sums of money are invested in collecting all different kinds of information on clients, yet many times this information is never analyzed, never used to understand the customer or provide all the benefits that CRM can deliver.

For better results, a company investing in CRM must first evaluate their current situation. They should determine what problems need to be solved, and what type of data are needed. Since implementation is often a complicated process (especially in large companies), it is vital to get input from all departments. It is also a good idea to include your customer in the process to get a better idea of what changes will be embraced. Often when a CRM initiative is left up to the IT department, it is harder for other areas of the company to accept any changes in processes (which are usually substantial). To be successful, the initiative must take place throughout the entire company. Employees must be trained to function with the new technology and processes.

When considering a vendor and/or product, its imperative that any software, system or processes implemented are flexible. They can then adapt, along with a company, to changing times and trends. This is especially useful in growing businesses, where needs might change as client bases grow and business expands.

No matter what precautions you may take when planning and implementing a CRM initiative, the only thing that can assure its success for the company are your people. After all, the whole concept of CRM is based on relationships. And those cant be completely automated. There is no technological substitute for a friendly voice or face that understands a customers troubles and is willing to go above and beyond to provide the best service. CRM can only help a company manage these relationships to provide a more personalized service to loyal customers.

Mark Levit is managing partner of Partners & Levit Advertising and a professor of marketing at New York University. For more information visit http://www.partnerslevit.com or call 212.696.1200. SEO Copywriting Makeover: Good Rankings but No Sales Part 2 of 2Karon Thackston

In Part 1 of this article series, we looked at a local home security site that had fairly good rankings but whose conversion rate was lacking. (You can see the original copy here: http://www.copywritingcourse.com/topsecurity-original.pdf.) Here in the conclusion, you'll see how several changes helped maintain this company's good rankings while improving their site's lead generation abilities.

The Rewrite

My first thought with the rewrite was to stop making "trust and urgency" the undertones and instead make them the obvious focal points of the copy. As usual, I started with the headline. The previous headline was:

When every second counts, turn to Top Security, Inc. who has been securing Orlando / Central Florida homes and businesses for 689,453,910 seconds.

I wanted something more direct so I changed the headline to:

Top Security, Inc. of Orlando
Security Systems From a Trusted Neighbor

This included one of their keyphrases and also made it perfectly clear this company was local and trustworthy.

For the introductory paragraph, I wanted to get the visitor's attention and hold it long enough to make a point: That security is something you need to think about now, not later. I opened with the following:

"If only Id called you sooner." "I never thought this could happen to me." These are just a few of the many comments we have heard from our customers in Orlando. Security systems suddenly became a top priority for them, but not until after theyd experienced a frightening break-in or a devastating fire. After these disasters, our Orlando neighbors were convinced that burglar alarm and security issues should be a forethought, not an afterthought.

The copy does not beat the visitors over the head with the fact that they could be hurt, face losses, or experience some other frightening situation. It simply plants a seed of "what if" and moves on.

This section of the copy also lends support to the keyphrases Top Security wanted to rank highly for. Because "Orlando Security Systems" can be an awkward phrase to repeat, I split it up in several instances to help the flow of the copy stay natural.

The remainder of the page speaks to the facts that Top Security is local, has longevity in the community, is right around the corner, and offers several other benefits national security companies simply can't (or won't). Benefit after benefit is listed and explained in order to drive home the fact that a local company can and will provide exceptional service. You can see the current version here: http://www.copywritingcourse.com/topsecurity-current.pdf.

All throughout these sections of the copy, keyphrases are reinforced in the copy. When applicable, keyphrases are used in bold phrases or others that include special formatting. However, I never forced keyphrases someplace they didn't fit just for the sake of doing it. Keyphrase placement has to meld with the copy, not overpower it.

The call-to-action for the home page was simple. It asked three questions dealing with the biggest complaints about home security that users or potential users have regarding dependability, false alarms, and price.

The Results

The high rankings Top Security had prior to the SEO copywriting makeover were retained for most terms and even increased for a few others. While that's great, what's more important is that lead generations from the site increased, which gave Top Security, Inc. a broader customer base and the potential to make more sales they previously would not have been able to make.

It just goes to show that, even if your site has high positioning, copywriting can play an incredibly important role in bringing growth to your business. After all, what's the point of having good rankings if you have no sales?

by Karon Thackston © 2004-2005
http://www.copywritingcourse.com

Karon Thackston is a veteran copywriting pro who specializes in SEO copy. If your copy isn't getting results, let Karon teach you how to write SEO copy that impresses the engines and your visitors at http://www.copywritingcourse.com. Be sure to check out Karons latest ebook How To Increase Keyword Saturation (Without Destroying the Flow of Your Copy) at http://www.copywritingcourse.com/keyword.#BREAK#

Karon Thackston is a veteran copywriting pro who specializes in SEO copy. If your copy isn't getting results, let Karon teach you how to write SEO copy that impresses the engines and your visitors at http://www.copywritingcourse.com. Be sure to check out Karons latest ebook How To Increase Keyword Saturation (Without Destroying the Flow of Your Copy) at http://www.copywritingcourse.com/keyword.SEO Copywriting Makeover: Good Rankings but No Sales Part 1 of 2Karon Thackston

It's been a myth for as long as the Internet has been in existence. Get good rankings and your site will be successful. I hate to be the bearer of bad news, but that has never been the case. What you get when you achieve good search engine rankings is a lot of traffic. That *can* be a wonderful thing, but it by no means guarantees even one sale.

You see, search engine rankings are not responsible for making sales. They are responsible for getting visitors to click to your site. If you (or your search engine optimizer) have done your job, you'll have descriptions in your search returns (or PPC ads) that bring in qualified visitors. But still even with qualified visitors, the engines are not in a position to make sales at your site. That's the job your copy and usability elements handle.

Top Security, Inc. faced this problem. They had good search engine rankings. They were listed on the first page of most of the major engines. They had the traffic. Sales, however, were not where they wanted them to be. What was the cause? One look told me the copy was the culprit. (Take a look at the original copy here: http://www.copywritingcourse.com/topsecurity-original.pdf.)

The Problems

Top Security had a tough sale by anybody's standards. They sold home security systems and maintenance services. (Something hardly anybody likes to talk about until after something happens, and it's virtually too late.) In order to get someone to move on products/services like home security, insurance, and the like, you really must develop a sense of trust and urgency.

When I first viewed the Top Security, Inc. home page, it was obvious that they knew what they needed to do. They had made a few attempts on the page in the form of graphics and MP3 files to accomplish those two goals. For example, they posted a current Threat Advisory graphic from the Department of Homeland Security (establishing urgency). There was also an MP3 that played kindergarten children singing "God Bless America" (plays toward patriotism and trust). Lastly, the headline was designed to try to build a sense of longevity. However, none of these was reflected in the copy. The most important part of the page was overlooked.

In order to turn the home page around, the salesman of the site (a.k.a. the words) needed to speak to the visitors in their own language. It needed to show them what can happen to those who have no security system and then offer a way to prevent those tragedies. The copy had to give assurances and build trust while at the same time helping visitors to stop procrastinating and make a move now.

While current rankings were good, there was still room for improvement. For search engine purposes, the copy needed to offer better support for the chosen keyphrases. There were virtually no keyphrases in the original body copy and that had to be changed.

The Solutions

The biggest part of the solution for Top Security was to develop copy for the home page period. The copy on the original site was minimal, was company-focused instead of customer-focused, and needed to do a better job of addressing the needs of the site visitors and search engines.

The new copy had to set a tone of trust and community since Top Security dealt only with local Florida residents. In fact, I pulled out all the benefits small, local companies can offer their customers in order to play up Top Security in the new copy.

At the same time, I wanted to weave the client's keyphrases into the text without making them stand out. The goal was to have a home page that read as naturally as possible to humans while giving the spiders and bots what they needed in order to boost Top Security's rankings.

In Part 2 of this article, I'll show you how I implemented the changes in order to improve conversions and what the results were.

by Karon Thackston © 2004-2005
http://www.copywritingcourse.com

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