Tag: marketing automation

What is Marketing Automation?

You are hearing these words be spoken and written about everywhere you go, everywhere you click and every page you browse.

You hear other businesses are implementing it and seeing great results.

You find yourself nodding and smiling or listening intently to pick up on any catch phrase that will help you understand this growing phenomenon that is called “Marketing Automation.”

The question that everyone is asking these days is “what is marketing automation?” Here is our definition of marketing automation:

Marketing Automation is the use of a software to automate your marketing strategies such as managing and segmenting leads from sources, email campaigns, following up with leads/customers and customer retention (to name a few).

Many businesses have made it a part of their marketing to automate repetitive tasks such as emails, social media marketing, follow-ups and more in order to avoid time spent on tedious tasks that can be automated.

With marketing automation, you save time, make processes more efficient and streamline operations to give you more time to focus on selling and driving in more leads and customers.

The key to utilizing the technology of marketing automation is finding the right software that fits your needs. A core component of a good marketing automation software is that a business can execute their marketing from one platform, instead of trying to manage from multiple applications.



What is Your Marketing Process?

As a business is growing, it becomes increasingly difficult to maintain that one-on-one relationship with each and every customer that has called, stepped into your store or made a purchase from you.

Marketing automation is helping you maintain that relationship without you spending more time or forgetting to do. Every lead is valuable to a business. You spent all that time, money and energy into driving that lead in and converting them into a customer, but now what are you doing to ensure they continue being your customer?

Have you implemented a proper follow-up or customer retention process?

Lets say you sold your customer the Widget 2001 and a year later, you want to follow up with them to see if they are now interested in upgrading to the Widget 3001 – how will you be able to pull up every customers purchase date and send an email on every customers one year purchase anniversary?

This is where marketing automation comes in.

Marketing automation is made up of many different components that when combined make for one very powerful marketing machine. Marketing automation connects multiple marketing channels including email marketing, social media and landing pages.

The main goal of marketing automation is to track and nurture leads for the long-term.

Every lead that comes in should not be seen as a short-term conquest to convert that lead to a customer. Every lead should be nurtured a relationship should be built for the long-haul.

Lets think about it, you sold that amazing widget to customer A – great work! Customer A goes out for dinner with potential Leads B, C and D and they start talking about widgets that they have used. With Marketing Automation, even after you sold that widget to Customer A, you still keep in touch, send tips on how to use the widget properly, coupons, referral codes and other helpful tips.

Now while at dinner, Customer A will surely mention the amazing widget that they got from you and the great customer service. Now let’s look at this another way. Customer A goes out for dinner with potential Leads B, C and D and they start talking about widgets. Customer A says that they have a widget but aren’t sure how to use it properly and to be honest, they don’t quite remember the name of the place that they got it from.

Without you giving your customers a reason to remember you, why would they? You need to make it part of your marketing to stay top of mind with all of your customers, contacts and leads (especially those who haven’t bought that widget from you yet).

Marketing Automation Does Not Mean Robots are Taking Over Your Business

Marketing automation can still allow your business to offer the “personal touch” service. How you asked?

Let me tell you.

Marketing automation allows you to send personalized, targeted messages and emails to your customers. During the automation process, you can integrate personalization techniques so every message sent will be personalized for each and every customer (for example, “Hi Jessica” or “Jessica, this offer is just for you!”).

With marketing automation, you will be able to send targeted messages based on a customers purchase behavior, significant dates like birthdays, a leads interests and more.

Customer Life CycleWhat is Your Customers Sales Life Cycle?

Every business has a different type of customer life cycle or sales pipeline. For example, a customer may have found your business through search, social media or through your blog.

The path to convert that website lead into a customer is unique for every business.

So what if you could define that path and set up automated processes to ensure that lead is moving along the right path and not stuck in that pesky fork in the road?

Lets face it, every business owner or manager gets busy, forgets to do their phone calls for the day or send out that follow-up email. It gets very difficult to manually chase down every single lead.

But what if there was a system that did all of this for you? (This is where I imagine a bright light shining down from the skies with the lovely sound of “aahhhhh” – come to the light, you know you want to).

Take a Different Approach to your Marketing

Marketing automation will help you think differently about your sales process and about your leads.

With marketing automation, you will be able to segment and categorize your leads and customers based on purchase behaviours, demographic details, source and more.

You are probably thinking, why is this important?

It is important because these days you can’t send out the same email to every single lead that you have had stored for the past 3 years.

Customer Appreciation EmailYou need to target your marketing and your messages for your leads. For example, send out an email offer for 10% off your first purchase to all of those leads that came through the website but never did make a purchase. And at the same time, send out a customer appreciation day email to all of your customers that have made a purchase in the past, offering them 10% off their next purchase.

See how I did that?

I created two separate emails with the same offer, but I changed the wordings to target each group. A new customer will take advantage of the 10% off their first purchase and for your existing customers, who doesn’t like a day to appreciate them?

Marketing automation lets you get creative.

Before, when you thought about being creative with your marketing, you saw dollar signs because you thought the only way to be creative is by spending a lot on tv commercials, print ads and mail outs. Well not anymore.

Now you can be creative with your marketing to your customers and test out different variables to see which works best for your business and your customers.

You can automatically test different variables like email send times, subject headings, body content, different offers and more.

Marketing automation is all about the software and finding the right application for your business.

Your goal as a business is to use this software to grow your potential leads, build your email list and increase the customer retention rate.

How do you know which software will do all of this for your business?

How will you know which marketing automation is right for your business?

There are many different types of marketing automation software out there. Check out our article on Selecting the Right Marketing Automation Software for Your Business.

Hope I was able to shine some light on the topic of Marketing Automation so you can see the potential it has for your business.

Regardless of the industry, size of your business, number of employees – every business needs leads, customers and sales.

And nowadays, that sign on your door or that flyer you send out every 6 months is just not going to help you stay competitive or help you keep the lights on.
Take a hold of your business, get creative and drive in your own leads and retain your customers for the long haul.

3 Ways to Re-Engage With Cold Prospects

Why are Cold Prospects Important?

Some prospects, customers or subscribers tend to lose interest over time. They no longer wait for your latest products, services or offers. However these cold prospects are also valuable assets that could be turned into sales and loyal customers at a later date.

It does not have to do with what kind of services you provide or what kind of business you carry out, some clients are bound to fall off the wagon but that doesn’t mean that you give in and let them go. Here are 3 ways to turn the tables around in your favor to keep your business top of mind with cold prospects who could be in need of your services down the road.

In the world of email marketing these cold prospects mean subscribers who haven’t engaged, clicked or opened your campaign emails in a long time such as two months.

Our Top Three Strategies to Re-Engage Cold Prospects:

1. Group Your Subscribers and Email Accordingly

By using a marketing automation software to identify prospects who don’t open your emails, you can send these people content that is based on their behavior and actions.

  • Target shopping cart abandoners to bring them back

These are people who abandon their shopping carts instead of going through with the transaction. They’ve browsed all your products, decided on what they want to buy but leave the cart in the middle.

What you can do to bring them back immediately is to send them an email letting them know that their transaction was not completed. Then after a couple of days you can email them testimonials and assurances of happy customers. If this does not succeed then it is advisable that you reach out to them with incentives. Find out why they left. You can then offer them free shipping, first time discounts and other latest offers and discounts.

The goal here is to catch the customer in their mindset and urge them to complete the purchase. Not only this, with customized emails you will be able to reconnect with them.

  • Product Page Browsers

These are those types of customers that have decided on the product that they want and have browsed your page for details and information but are still not ready to make the purchase. These people are interested but not convinced yet.

What you can do for them is to offer them coupons or offers, send them testimonials, reviews or a company profile so they feel more comfortable making a transaction with your company. Warm them up and win their trust. It’s one of the best ways to turn them into solid customers.

  • Lost Email Subscribers Who Never Seem To Get Your Mail

It is feared a large number of marketing campaigns are never even opened in the first place. This can be because your customers are moving away or are losing interest. Whatever the reason may be, this could be potential sales that you are losing out on.

You can bombard them with digital advertisements so you get them thinking about your brand and they know that you are still in the market. If you always send your email at a set time of day, you should change the timing. Experiment and see what time works best and gets the highest response rates. You can also change the frequency. It is never a good idea to annoy or overwhelm your customers with a storm of emails. You can also resort to a win-back email. Make sure that it provides an attractive incentive to your customers, it is well worded and it truly shows how much you miss them. If done right, winning back those lost customers should be easy!

2. Look for connections

Another way of reaching out to cold prospects is through mutual acquaintances that you may have in common. LinkedIn is a great platform to utilize to determine if there are any people in common. Finding referrals or mutual acquaintances is a great way to open up the lines of communication again.

People tend to be more trustworthy when they know you run in the same circles or speak to the same individuals. The benefit of this is that they are more likely to listen to you, open your emails and even reply.

3. Reach out to your customers in different ways

Another technique could be to vary where your company and brand is present online to your customers. Change the place your customers are used to watching and ignoring online marketing ads, such as Google. Instead, you can actually utilize social media ads which will grab people’s attention while they are browsing. These social media platforms where you can utilize ads include Twitter, Instagram, LinkedIn and Facebook. It should be kept in mind that all these social media platforms vary in their price that you have to pay to place an ad. But regardless, these tend to be very effective. What’s best is that these mediums are also already established and have a huge consumer base that you can reach out to.

By far, we have seen that email marketing has the highest conversion rates in relation to customer engagement and re-engagement. Nowadays with marketing automation technology, and built-in email marketing modules, it makes it easier to create email campaigns and automate timely follow-ups based on triggers.

In this fast moving age of technology and changing tastes in trends, it is understandable that leads, prospects or once been customers turn cold. This is no reason to worry or let them go because with just a little effort and some of the latest online marketing techniques, you can easily warm them in no time.

How Marketing Automation Can Save You Time

What is Marketing Automation?

Ever get tired of doing things manually?

Managing your business can be a handful, handling everything on your own can take time. That’s what Marketing Automation is for; time is precious when handling a business. Marketing Automation is the use of a software to help with marketing processes such as customer segmentation, customer data integration and campaign management, all these are very valuable for your business and will be easier to manage with automation.

The Marketing industry is evolving and customer demands and informational needs have grown. Marketing automation will make your contact management system and email marketing easier by tracking lead behavior and performing a series of predetermined actions depending on that leads activity.

Marketing automation makes it possible for your business to be discovered by and engage with your target audience more than ever, without doing so much manual work.

How Does Marketing Automation Save You Time?

Automate your leads with marketing automation as it will help you turn your leads into customers. You can do this through automated segmentation that helps you organize your leads into categories. With those categories you can target them with relevant messages that would best get their attention. Create personalized email messages for customers and track actionable data such as opens, clicks or unsubscribes.

Chasing leads can be very difficult because you have to approach at the right time. You don’t want to attempt a sales conversation before they are ready because it causes them to resist. Having automated emails be sent out on your behalf allows you to stay on top of leads without missing any opportunities. You can miss opportunities when you engage in a sales conversation at the wrong time.

When they are not ready to purchase your product.   Now we know that you will or have spent a lot of time on leads that are not going to buy your product or service. With marketing automation, the leads can have access to all the information about your business. You can track the content they are downloading and note that they are not reaching the final purchase stage so you don’t waste your time on a pitch that will lead you nowhere.

Social Media Marketing has become a key element to any business, any size and any industry. However, engaging with your audience, posting relevant content and staying consistent is not easy. This is why we created a scheduling base Social Media Marketing module in TieiT which allows you to post content on social media accounts every couple of hours automatically by following a schedule that you have already pre-set. This will give your various social media accounts more visibility, while at the same time allowing you to be more efficient.

Marketing Automation is a very efficient tool that businesses need to succeed. When properly implemented, marketing automation can save you time and help you close more deals and close them faster.

How Can I Automate my Marketing?

Marketing automation is best done through the use of software. Marketing automation methods and tactics help to streamline, automate, and measure marketing tasks and workflows, that helps convert prospects to customers and turn customers into delighted and returning customers. This in turn can help to increase operational efficiency and grow revenue.

Some of these practices are possible at small volumes without software, but technology becomes essential with any scale and with the increasing number of channels that are required to manage in order to market your business effectively.

There are many different methods of Marketing Automation and one common mistake that businesses make is signing up for all different types of software that may do one or two aspects of marketing automation.

The problem with this method is that all of your methods and strategy is not inter-connected which could lead to an inefficient marketing strategy for your business. You may end up doing twice as much work when it’s not needed.

If you are using multiple different marketing automation software, the data you receive is not connected and is not proper since the data is being measured on different levels and in different ways.

The beauty about online marketing is the ability for your actions to be tracked resulting in real data. Without this data, you may end up doing the same type of marketing, expecting different results each time.

The best way to avoid this is by finding a software that can do everything your business needs from, lead management, email marketing, lead generation, landing pages, workflows and more.

Though there are many pieces that must be put in place to establish a successful marketing automation strategy, like any other campaign, you will want to start with a well-defined strategy, where you determine your target audiences, establish goal values, and create convincing content assets and offers. But in this blog post, let us focus on the more technical benefits of marketing automation and what you can implement to make your marketing easier.

Here are some marketing automation methods that you can implement for your business.

Staying top of mind with cold prospects.

You worked so hard to get that lead in and reach out to them, most likely on more than one occasion. So it would be a shame to just let that lead go without a fight. And if you had a way to automate that fight, would you do it?

With Marketing Automation, you can set automatic follow-ups to be sent out to these cold prospects based on factors such as their interest level, behaviour or time. So for example, if a prospect was really interested in a product that you had to offer but the timing was off because they didn’t have the budget for it at that time, wouldn’t it be worth it to keep your business top of mind with that prospect, just in case that time came when that prospect had the budget and was still interested in the product you had to offer?

You would be able to add that prospect to a group that will receive timed emails about that specific product or similar products just to keep enticing that prospect to buy it. In fact, maybe this will motivate them to work harder or save more so they can afford to buy it from you.

Moving current leads along the sales pipeline.

Managing multiple leads at once can get a little hectic – especially if you are the one having to handle all the leads by yourself. There are automations that you can put in place in order to help with moving that lead farther down the sales pipeline instead of manually having to do it for every single lead that comes in.  

Businesses have all different types of sales pipelines and cycles that they go through. Some pipelines could include 3, 5, or even 10 different stages with multiple activities that take place within each stage. If you had a way to automatically move that lead along the pipeline without having to manually remember which stage they are in or what activity you have to do next for them – wouldn’t that make your life and your sales process a whole lot easier?

Well believe it or not, there are software that exists with a built-in sales process feature that is customizable and has built in automations.  TieiT for example, has this feature built in that is helping our users  to help streamline their day and sales process.

Staying engaged with past customers.

Converting a lead to a customer is a great feeling and amazing accomplishment for you and your business. A past customer should be considered just as valuable if not more valuable than a lead. You took a lot of time to convert that lead into a customer, so don’t let all that effort go to waste.

Use marketing automation to consistently stay in touch and engaged with past customers to see if you can bring any more value to them.

By you adding past customers to a drip marketing campaign or into a group that will receive consistent emails about your business, new products/services, achievements, deals/coupons, you are keeping your business top of mind and making your customer feel special so if they are in need of your products/services again in the future, they will remember you. Plus, they may not be shy in referring their friends and family to you too.

Show your customers that you care.

Using marketing automation, you can also create workflows to send out automated, yet personal emails to everyone on your CRM on their birthdays (or at least to whoever you have collected this information from in your CRM). The key component though is to have your marketing automation and CRM connected in some way to achieve this (for more information on why its best to have your marketing automation and CRM connected, click here.

By sending out a simple birthday email to your customers or leads, this shows an extra initiative by your business and shows that you care.

You can also create other types of workflows like this based on purchase dates. So you can send an automated follow up after a certain amount of time to a customer based on the date of their purchase.

These types of automations helps take your customer service to a whole new level without having to hire new staff to remember to send these types of emails out.

There are many different types of automations that your business can put in place to help your business on many levels. Marketing automation can help streamline operations, increase customer engagement  and improve customer service. If you are considering marketing automation, make sure you research the different software available to you. For tips on selecting the right marketing automation software for your business, click here

The Why, When, What and How of Landing Pages

The goal of any landing page is to convince visitors to provide you with their contact information in exchange for something you are offering. Landing Pages have this “magic” ability to convert a visitor into a lead, far better than your website would.

If I have peaked your interest, keep reading. This article is going to answer your questions about why you should be using landing pages, when to use them, what should be on a highly converting landing page and how to use them effectively.

So lets get started…

Why Should I Use Landing Pages?

The short answer is because they help in increasing your conversion rates.


Because a product specific landing page or a targeted promotional landing page have a focused, singular objective that matches the intent of the button in the email campaign or ad that your visitors clicked on.

If we look at the difference between your website and a standalone landing page, we can see that a website is designed with a more general purpose of describing your overall business, brand, products and/or services. As opposed to a landing page that has the sole purpose of promoting a particular product/service or is intended to drive a visitor towards a specific call-to-action.

When Should I Use a Landing Page?

You should try to use a landing page for every type of ad campaign that you are running.

You might be selling multiple products or setting up different promotional offers for different target markets and if this is the case, your home page cannot possibly handle this type of differing messages and calls-to-actions.

What Does a Highly Converting Landing Page Look Like?

Unfortunately, there is not one standard or “winning” landing page that has a 100% conversion rate. There are so many different factors that make up a landing page. Every landing page could have a different call-to-action, different readers, a different product or service offering, and a different target market or niche.

However, there are certain elements or components that help in increasing conversion rates on a landing page.

A Landing Page is made up of six main elements:

1. Your offer or unique selling proposition: Your offer should be simple and easy to understand. You need to convey your offer through your main headline and secondary headline.

2. Image/Video: If you include a relevant image or video, this will give visitors an idea of what you are offering and what they will be receiving. Plus, it will help make your landing page much more visually appealing.

3. Benefits of your offer: This can effectively be shown using a short paragraph that summarizes the benefits plus a quick bullet point list for the reader to skim through.

4. Testimonial: A testimonial can help act as a trust symbol. A visitor wants to know that they can trust your business and what you are offering and if they can see a trustworthy testimonial, this will definitely go a long way.

5. Lead Capture Form: This would be the most critical element of a landing page as this is where visitors submit their information in exchange for the offer, which is converting that visitor into a lead.

6. Your Call-to-Action: This could be the most important element on your landing page. What action do you want your visitor to take? Do you want them to download an eBook? Do you want them to fill out the form in exchange for them receiving a free consultation? Your Call-to-Action needs to be decided before you start designing your landing page. Your Call-to-Action should be shown somewhere on your lead capture form, either in the form title or in the button in order to emphasize what it is you want your visitor to do.

TieiT Landing Page ImageHow to Effectively Use Landing Pages

You can utilize landing pages in many different methods within your inbound marketing strategy.

One effective way is by connecting any PPC ads that you may have online with a targeted landing page.

If you have decided to invest your marketing efforts and dollars into Pay-per-Click campaigns, than you need to make sure you are implementing the strategies that will help you to increase your conversion rates which ultimately ensures that you are getting the best ROI. And one of those strategies is to connect your Ad campaigns with a targeted landing page.

Let’s assume you own a professional contracting company that specializes in finishing basements. You have already implemented inbound marketing strategies, which is why you maintain a blog on your website that features articles about contracting tips and tricks and other free educational content.

Now let’s also assume that a mother was looking for ideas on how to convert her unfinished basement into a finished playroom for her two young children. She is searching on Google and comes across your blog post titled “Top 10 Safety Features you Should Consider Before Converting Your Basement into a Play Area.” When she clicks on this post, she is taken directly to your full blog post.

When she reaches the bottom of the blog, she notices a Call-to-Action (CTA), which is your offer for a free consultation to help her discuss different ideas on how to convert her basement into a play area for children. She thinks this would be a great idea and clicks on the CTA which takes her to a landing page which provides some additional information and details about what is included in the free consultation. Essentially, this landing page is convincing her why it is worth providing her contact information on the form.

She decides to sign up and submit her information and you now have yourself a targeted new lead for your business!

What I have described above is not the only example of converting a visitor into a lead. You can use your landing page link in email marketing campaigns or on social media posts. In addition, you can also place your call-to-actions throughout your website which will lead your visitors to the targeted landing pages.

Landing Pages play an important role in your inbound marketing strategy because it is proven to help with increasing conversion rates and bring in more targeted leads for your business.

If you are interested in learning more about how to implement landing pages in your marketing strategy, leave me a message or feel free to send me an email!

New Feature: Source Triggered Automations and Advanced Merge Tags

One of the best things about being a TieiT user is that you are listened to. TieiT was built off of client feedback and so we are continually rolling out new features based on user input. Our TieiT users are an important part of our development process.

So, when we heard that our clients wanted more automations based on certain triggers and more merge tags to show more details of their next activities on the Activities Dashboard, we heard you loud and clear!

I have outlined below the next set of features that we have launched in TieiT.

Automated Source Feature

Automated Actions Based on Source

Now when a new Lead comes in from a particular Source, TieiT can automatically perform a variety of actions for you:

1. Create a Deal under that new Lead;

2. Assign a particular Pipeline to that Deal;

3. Assign that Deal to a particular person on your team.

You can set up and customize your TieiT account so you can specify which Pipeline gets associated to a Lead depending on the Source.

Source Filter

Filter by Custom Sources

The ability to filter by a custom Source is now available. From your Contact Details page, you can now use the filtering options to filter by a particular Source to view your Contacts.

If you are not sure how to add a new Custom Source, make sure to look at the image above on how to access your Source List to add a new Source.

Merge Tags

Advanced Merge Tags

We added more Merge Tag options for you to dynamically add content to your emails to make them more personalized. Merge Tags are placed throughout an email and TieiT replaces those tags with the actual value when the email is sent. Merge Tags personalizes your emails by placing relevant information related to your recipient.

However, lets say you don’t have all the values completed for each Contact. This is why we took it a step further and added what we call a “Fallback Term” option which allows you to create a generic word that will be used if the original tag that you selected is not available in your Contact’s information.

For example, if you use the “first name” merge tag to allow you to address your recipients by their first name; but for some of your Contacts you may not have their first name saved in the CRM. Welll you could select the word “there” as the Fallback Term so for anyone who does not have a first name saved in your CRM, their email will appear as “Hi there,”.

Merge Tags in Deal Pipelines (Coming soon!)

When we heard that some of our users were struggling with how the details of the Activities were being displayed in their Calendar and Activities Dashboard, we knew we had to do something about it.

Our automated Pipeline feature was automatically creating activities based on the Pipeline you chose to assign to a Deal. Initially, we didn’t add the feature for the system to pre-populate the name because the subject line of an Activity is an area that you can manually set so to avoid data redundancy, we didn’t implement that.

But after hearing our users feedback and in order to provide more flexibility, we are adding the ability to use Merge Tags within a Pipeline so now the content in the subject line can be dynamic and pull the relevant contact information that you wish to view.

For example, if your initial Activity in Stage 1 of your Pipeline is a Call, you can now modify the subject in your Pipeline, utilizing the merge tags to add “Call with {{full_name}} @ {{phone}}”. So now the Call title will appear as: “Call with John Doe @ 555-123-4567” on your Calendar and Activities Dashboard.

And don’t worry, we also heard you loud and clear about modifying the Activities Dashboard – stay tuned for a more updated design of the Activities Dashboard and Calendar.

These new TieiT features are only going to help with making your day more efficient and automated so you can keep focusing on driving in new leads and closing more deals.

If you have any feedback, please feel free to reach out to our Support Team at help@tieitapp.com.

Connecting your CRM and Marketing Automation is Best for Both Your Sales and Marketing

Having a connection between your CRM and marketing automation is a must for your business, especially if you are utilizing both of these systems. You have probably come to realize that both of these systems have become a huge part of your business.

The CRM should be the heart of your sales. A good CRM will manage your contacts, leads and past customers and give you an easy way to categorize or group them. Your CRM should also help you with tracking your lead sources, keeping a history of activities and providing reports on various factors such as last touch dates.

If your CRM is the heart of your sales, you can think of your marketing automation software as the arteries.

Your marketing automation software needs to be connected to your CRM in order to reach out to your leads and customers easily and more effectively.

Here are our top 5 reasons why you need to link your CRM with your marketing automation software:

1. Lead tracking becomes easier

When your CRM and marketing automation systems get connected, you will have more powerful ways to keep track of your leads and lead sources. By knowing the sources of where your leads are coming from, this allows you to better allocate your marketing efforts in the right places. If you are finding that not a lot of leads are coming through the landing page that you created for your PPC campaign, then you may want to re-think the campaign and put that time and marketing dollars to something that is generating leads.

2. No more confusion about ‘whose’ lead it is

Each team member can have their own interface that is connected with their own CRM that tracks their leads and contacts. You can automate your marketing so that leads from specific sources get assigned to a particular team member to manage. This way there won’t be any confusion as to whose lead or contact is whose because everything will be organized and streamlined properly after you connect your CRM and marketing automation system.

3. Never forget to follow-up

Marketing automation makes it easy to create an automation process that will allow you to follow-up with leads or contacts without you having to remember to do it. With your marketing automation system connected to your CRM, you can set an automation so that an email can be sent after a certain number of days or after a specific event or action is triggered. For example, if you haven’t been in contact with someone in 2 months, you can create an automation so that a personalized email will be sent to those contacts or leads in your CRM who you haven’t been in contact with after a certain period of time.

With most of our users of our application, being small business owners and/or entrepreneurs, they tend to have to wear multiple hats so this feature alone is very useful for them because they can’t always remember who they have and haven’t been in contact with.

4. Leads will automatically get put on the right sales pipeline

With your marketing automation and CRM connected, when new leads are added to your CRM, they will also be put into the right sales pipeline and in the right stage. When certain steps or actions are completed, that lead can continue to move along the right sales path and closer to closing the deal.

5. Better data

The more data you can accumulate for each lead or contact can help you close more deals and sales. Knowing where your lead came from, what page they clicked on to submit a form, what products/services they are interested in will only help your sales team. From a sales point of view, data and research is invaluable and with your CRM and marketing automation systems connected, you are only gathering more useful data to help in closing more deals.

Take this as a bonus 6th point as to why connecting your CRM and marketing automation system is worth it. But connecting both systems will also have a positive effect from your customers point of view. By streamlining the sales and marketing process, your customers will experience a more personalized and consistent experience when dealing with you and your team.

If you are currently using a CRM and have been for a while, we know that sometimes leaving your comfort zone can be scary. But if you look at the big picture, you will see that making the switch to a more integrated solution will be beneficial for your business and your customers in the long run.

With more accessible data, lead tracking and insightful information, you will be able to make better decisions when conducting your sales. Not to mention, the time saving aspect of the built-in automations that you will have access to that will not only streamline your sales and marketing but will also give your customers and leads a better overall experience with your business.

For more information on how TieiT can help you link your CRM and Marketing Automation process, click here to sign up for a demo or give me a call directly at 1-855-622-7776 ext. 102 – I would love to chat with you!