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Peter Hansen

Clarity Expert

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Canadian business development consultant and change agent. In-bound marketing, internal systems management Training, Design, Implementation.

Recent Answers

Marketing Strategy

I am starting a cognac brand. Shall I use a decanter or a bottle for my first product?


Peter Hansen

Clarity Expert

A new brand launch is always exciting! I have seen plenty that worked and at least as many that should have but didn't. Are you suggesting shipping your cognac in a decanter? If so, you might want to consider the purpose of a decanter. Liquor products (wine in particular) have natural sediments that collect over time. Decanting prior to serving separates these sediment, aerates the product (again, particularly relevant for wine) to enhance the flavor, further enhanced by prolonged exposure to air (more relevant for cognac). Being in a decanter at the point of sale is counterintuitive. At that point the decanter is just a fancy shaped bottle. If your product is at the entry point of the cognac market, it might make sense for someone in need of a decanter at home. Once purchased, however, there would not be any need to purchase from you again. Other considerations are costs associated with automated filling, odd-sized packaging and recycling standards - all of which add up to increased costs. A better idea might be to use standard bottling sizes but include marketing literature offering a free or discounted (branded?) decanter for anyone subscribing to your cognac "club" or newsletter. Build out your customer base and keep you product out of the discount bin. If this is an avenue you want to pursue, let's arrange a call and I will offer up some strategies specifically tailored to your launch and market entry.

CRM software

What are good options for CRM and some basic marketing automation for our startup? Single product or multiple through Zapier/existing integrations.


Peter Hansen

Clarity Expert

Integration (or the lack thereof) is the fatal flaw in many organizations' deployments. I have faced this with most clients needing to realign their internal Systems-Processes-Personnel issues. Zapier is a powerful integrator but it can also be something of a band-aid solution. Something largely overlooked is that most CRM tools are elements within a wider enterprise solution. Generally, they work well with their own allied elements, okay with some 3rd parties, and not a all with others. The CRM company's overarching ambition is to win you over to their complete suite. Nothing wrong with that if it fits, but you should go in with eyes wide open. To your question, I have experience selecting and integrating a range of CRM solutions across a variety of industries. In choosing, there are five metrics I follow when considering a CRM application for general use: 1. Organic Fit - To what extent does its underlying methodology fit your existing process. Will it integrate with your other systems (e.g. Accounting, HR, etc)? If not, what would need to change? 2. Market Penetration - If it's widely adopted, others are finding it useful and it's likely well-supported. But there is a reason it isn't #1 on my list: it needs to fit your operation. 3. Quality of Support - Near zero downtime, rapid response to user issues. 4. Scalability - Today's need will not be tomorrow's. What is the existing ceiling? What happens when you blow through it? 5. Cost of Use - Services are not the only things that scale. Write this into your game plan. The top six examples (in no particular order) would include: Salesforce, Hubspot, Microsoft Dynamics 365, Zoho CRM, Pipedrive and Sugar CRM. Let's arrange a call if you would like me to provide rankings based on above five factors, and I can offer deeper insights to the points raised above.

CRM software

Do you have any suggestions for CRM software that is pretty to look at and easy to use?


Peter Hansen

Clarity Expert

I have experience selecting and integrating a range of CRM solutions across a variety of industries. Pretty doesn't necessarily correlate to effective buy I know what you mean: Form IS a part of Function. That aside, there are five metrics I follow when considering a CRM application for general use: 1. Organic Fit - To what extent does its underlying methodology fit your existing process. Will it integrate with your other systems (e.g. Accounting, HR, etc) 2. Market Penetration - If it's widely adopted, others are finding it useful and it's likely well-supported. But there is a reason it isn't #1 on my list: it needs to fit your operation. 3. Quality of Support - Near zero downtime, rapid response to user issues. 4. Scalability - Today's need will not be tomorrow's. What is the existing ceiling? What happens when you blow through it? 5. Cost of Use - Services are not the only things that scale. Write this into your game plan. The top six examples (in no particular order) would include: Salesforce, Hubspot, Microsoft Dynamics 365, Zoho CRM, Pipedrive and Sugar CRM. Let's arrange a call if you would like me to provide rankings based on above five factors.

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