Monthly Archives: December 2012

Optify Won Best New Product of the Year – Best in Biz 2012 – Award Arrives Today!

Our digital marketing software suite was selected as a bronze winner for the Best in Biz Awards in the Best New Product of the Year category. The Best in Biz Awards is an annual program that honors companies, teams, executives and products for their business success as the only independent business awards program judged by industry analysts and members of the press. Our super cool award arrived today! We’ve added it to our collection :)




Best Practices for Lead Hunters

Best Practices for Hunting Leads

Are you a part of an inside sales team? On behalf of every sales person that doesn’t have to cold call from a list and every marketing person that wants a go-to person that wants marketing leads to turn them into sales opportunities – THANK YOU!

You are the fuel that runs the sales engine.

This post on best practices for hunting leads was written by one of Optify’s Inside Sales qualifiers. – AJ.  A little knowledge here, AJ rocks and is definitely worth the time to read his stuff.

December 13, 2012 | by AJ Armendariz | Optify Inside Sales

I want to expand on the most daunting task of the three parts of the inside sales team as the engine for your sales vehicle. As David mentioned most inside sales teams are faced with three tasks when pushing qualified leads and opportunities into the sales funnel:

  1. Process
  2. Hunt
  3. Qualify

While there’s no doubt each of these parts play an equal role in fueling the sales funnel and driving new business, the most daunting of the three is hunting. Broadly defined hunting is the process of engaging with leads in your queue.

The best hunting practices include these variables:

  1. Immediacy
  2. Persistence
  3. Time of Day
  4. Day of Week

As we all know hunting is a “numbers game,” the more calls you make the better chance you have of engaging with your leads. This part of the hunting process requires persistence. However, hunting isn’t just about making calls, its about getting people to have business conversations with you. Here at Optify our inside sales team does this through calling, emailing, referrals, and social media.

Optify arms us with the weapons crucial for any successful inside sales team: lead alerts, visitor intelligence, and efficient hunting best practices through email templates, phone scripts, triggered email drops, and CRM lead history. As much as hunting depends on persistence and resilience, adhering to the basic steps of the hunting process is what really makes an inside sales team successful.










The basic steps of the hunting process are:

  • Research
  • Call
  • Voice Mail
  • Follow up email

Researching leads is the most time consuming step of the hunting process. Therefore, figuring out how to make this step as efficient as possible is crucial. First the lead comes to the Optify web site and fills out a form and all of the lead detail is in the Optify software. In addition to the detail from the form, we look up additional data related to their company and other demographics. At that point the lead is ready to be integrated with our CRM of choice–in our case, Salesforce. This step isn’t actually necessary for most users since Optify can act alone with simple CRM features in our fantastic Contact Manager.

While calling is the core of the hunting process, it is also the task that takes the least amount of time. Make sure you have your 30-second pitch ready, as well as your voice mail pitch. And lastly make sure you have email templates already created so you can make your hunting process as efficient as possible.

Optify is a Red Herring Global 100 Winner

I had the opportunity to join hundreds of companies down in Santa Monica, CA (where it rained every single day) and present on behalf of Optify for the Red Herring Global 100.

I am pleased to report that we were a winner!  Red Herring’s 2012 Top 100 Global award, a prestigious recognition honoring the year’s most audacious and far reaching private technology companies and entrepreneurs from across the globe, celebrating these startups’ innovations and technologies across their respective industries.

Red Herring’s editorial staff evaluated the companies on both quantitative and qualitative criteria, such as financial performance, technology innovation, management quality, strategy, and market penetration. This assessment of potential is complemented by a review of the track record and standing of startups relative to their peers, allowing Red Herring to see past the “buzz” and make the list a valuable instrument of discovery and advocacy for the most promising new business models from around the world.


From the Red Herring Team:

Optify’s groundbreaking Digital Marketing Automation Suite helps digital marketing agencies and professional B2B marketers plan, build, execute and manage all of their marketing campaigns in one place. Optify helps businesses generate more high quality inbound leads, nurture more demand from existing leads, and track the impact of all marketing programs in one place.
We’ve spent this year fine-tuning our software suite to offer digital marketing agencies and B2B marketers an end-to-end marketing solution that includes all the capabilities they need to be successful in this evolving digital landscape.  Recognition from this prominent award further supports our mission to provide our customers with an industry leading product!“Choosing the companies with the strongest potential was by no means a small feat,” said Alex Vieux, publisher and CEO of Red Herring. “After rigorous contemplation and discussion, we narrowed our list down from hundreds of candidates from across Global to the Top 100 Winners. We believe Optify embodies the vision, drive and innovation that define a successful entrepreneurial venture. Optify should be proud of its accomplishment, as the competition was the strongest it has ever been.”



58,604,370 +1 WordPress Websites Now Available!

Well, I just did a press release this week on WordPress.  Imagine, there are now 58 Million+ WordPress sites out there?!  There is even a real-time counter!

WordPress Site CountWordPress isn’t just for a few random bloggers – it’s a real-time business application. Optify uses WordPress for our website, and as of today, I  have moved my personal website from Google’s blogger to WordPress.  You will begin to see an evolution of Mixed Messages from the blog to a full-time website that promotes my marketing perspective, marketing consulting services and my auction services that I primarily offer for schools and charities.

So now, there are 58,604,370 +1 WordPress websites!  Stay tuned for more changes.

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