Tag: TieiT

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.

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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.

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

5 Ways TIEIT Helps Your Business Use Email Marketing More Efficiently

It is an undeniable fact that email marketing is a great marketing strategy for any business, in any industry. Email marketing has a fantastic ROI and is a great way to re-engage and build a relationship with contacts and leads.

There are a lot of CRMs that claim they have an integrated email marketing module but when conducting your research, make sure you double check if this is a true integration with their own email marketing platform or if this is just a 3rd party integration with another system. The problem with 3rd party integrations is that it is not always a seamless integration so data is not always being consolidated for each contact. Without knowing how your contacts are interacting with your emails, you are just blindly sending emails every month with no true results to see the value of the time and effort you are putting in.

TieiT was built off of client feedback and one of the main feedback we received during the development phase is that we need to make it easy to use and it should be intuitive. In order to achieve these goals, we knew we had to make a truly integrated platform where all modules are built in the system and not utilizing 3rd party systems or APIs.  That is why TieiT’s modules are all proprietary (except of course for our integration with Google Analytics). By utilizing our technical expertise to create our own sales and marketing automation modules, we are able to listen to our users and move at a quicker rate to continually improve and add more features based on our client feedback.

This article outlines the top 5 ways how TieiT makes it easier for businesses to utilize email marketing and how we have made it more efficient to see better results, streamline your email marketing efforts and most importantly, save you time!

1. True Integration with the CRM

TieiT’s proprietary email marketing module is built-in and directly connected to your CRM. This means that you don’t have to keep exporting your contacts from your CRM and importing them into your stand-alone email marketing module.

The time savings alone of not having to export and import contacts in and out of different stand-alone systems is worth it.

Prior to signing up for TieiT, many of our current users used to sign up for a stand-alone CRM and a separate email marketing application, mainly because of the cost they thought they were saving. But if you are trying to operate a small to mid-sized business with minimal staff, you know your time is worth a lot. Spending time each month to transfer your contacts from one system to another adds up.

With TieiT, we’ve made it easier for you to add contacts directly to Subscriber Lists both manually and using the built-in marketing automation modules so contacts can automatically get added or removed from Subscriber Lists based on specific actions or behavior.

2. Ability to Send to Multiple Lists at Once

Our TieiT development team is always seeking user feedback to make TieiT even better for our users. We heard our users feedback when they requested that they wanted the ability to send an email campaign to more than one subscriber list at a time, so we added the feature in!

TieiT’s built-in email marketing module allows our users to send an email campaign to more than one subscriber list at a time, instead of having to send separately to each subscriber list – again, saving our users time!

Allowing users to send to more than one subscriber list at once helps our users be more efficient with their email campaigns and email marketing. Lets say you wrote an amazing email and want to share it with everyone on your list or two segmented target markets that you think it might appeal to. Well now you can do that and track the results with our built-in email marketing reports.

3. Email Marketing Reports

For every email campaign that is sent out of TieiT, you will receive a report that tracks how many people opened it, how many clicked on a link, where and when the recipient opened the email and the bounce rate of those who did not receive the email.

This tracking will allow you to improve your results. By reviewing these reports after each campaign is sent, you can start to gain an understanding of what is working and what isn’t when it comes to your contacts and how they are interacting with your emails.

Email Reporting in TieiT

If you see a lower number of people opened the email, that could mean your subject line was not enticing enough. If you see that not many people clicked on the button that was in your email, that could mean that either your call-to-action was not good or your offering should be improved.

You can see which subscribers are engaging with your campaigns, what type of content they like, the time of day that you receive the most opens and use this data to improve future campaigns and drive even better results for your business.

4. Easy Tracking

All email campaigns that you send out will also be shown in each respective contact’s timeline for better tracking of the contacts behavior.

Since the email marketing and CRM are connected in TieiT, you will be able to leverage this consolidated data to take actionable steps with your contacts.

Email Tracking in TieiT

Let’s say its time to follow up with a contact and you are looking back at the contact’s timeline to review the history you have had with him/her. You will be able to see how engaged the contact has been with the email campaigns that you have sent out. So if you see that the contact has opened or clicked on a particular email, you can now leverage this data and use it in your follow-up.

5. Mobile Compatible Email Templates

We know that time is precious so to help our users, we provide you with multiple email templates that you can easily edit. All of our email templates are built in HTML and are mobile compatible to ensure the emails are viewable on all mobile devices. This way you don’t have to worry about creating mobile compatible emails since we provide our users with responsive templates that they are able to edit, customize and brand for their business.

Mobile Compatible Email Templates in TieiT

When developing TieiT, we knew that we wanted to create our own proprietary email marketing module to give us more flexibility and control over the features that we wanted to add. And this decision has proven to be the right one, because our users are reaping the benefits of our built-in email marketing module in TieiT since it truly is an integrated module and not a 3rd party system that is using an API to connect to your CRM.

TieiT’s email marketing module is also assisting our users by taking the tedious tasks off their plates like automatically tracking unsubscribes, removing them from subscriber lists and eliminating duplicate entries.

With TieiT’s email marketing module being a true integration with our CRM, we are able to give our users more actionable data to drive in better results for their business.

Click here to sign up for a no-obligation, live demo of TieiT!

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!