MORE TIME FOR MEANINGFUL CONNECTIONS

Sales & Marketing Automation

Leverage targeted communication to automatically connect with your audience and deliver more qualified leads to your sales team.

What is Sales & Marketing Automation?

Why Marketing Automation

Why Marketing Automation?

Marketing automation is the implementation of software and technology to automate specific sales and marketing tactics like capturing data, emailing new prospects, and nurturing leads. With the customer’s behavior driving the conversation, automation helps deliver value to your audience while building a relationship of confidence and trust.

The Magic of Marketing Automation

Capture Leads

Marketing automation identifies visitors to your website, gathers their information (usually through a sign-up form), and initiates a conversation.

Nurture Relationships

The system will automatically begin nurturing marketing qualified leads (MQLs), usually through email campaigns, newsletters, or other content designed to offer value.

Drive Sales

Once an MQL becomes a sales qualified lead (SQL), the automation system will assist your sales team with lead insights, behavior tracking, and more to help establish a relationship.

Measure ROI

Get quantifiable results on your marketing efforts with comprehensive campaign analytics and exhaustive data on user behavior. Use this data to strategize and identify the best investments to help your business grow.

Marketing Automation by the Numbers

%

68% of businesses use automation.

%

76% of companies see ROI within a year.

%

451% increase in qualified leads.

%

14.5% increase in sales productivity.

Marketing Automation Features

Sales and marketing automation platforms come with a bevy of features and tools designed to help automate tedious and repetitive tasks. This gives you more time to focus on connecting with qualified leads and providing value as they travel through your sales funnel.

Email Automation

Email Automation

CRM

Customer Relationship Management (CRM)

Visitor ID

Visitor ID

Behavior Tracking

Behavior Tracking

Lead Scoring

Lead Scoring

Sales Notifications

Sales Notifications

Reporting Dashboards

Reporting Dashboards

Sales Analytics

Sales Analytics

WHAT TO EXPECT

Our Process, Step by Step

Every marketing automation strategy should be unique to your brand, industry, and (perhaps most importantly) your audience. We’ll work together to implement a strategy designed to nurture connections with your audience and grow your business.

Identify Your Who

Identify Your Who

First, we identify your target audience and the tactics most likely to reach them. We’ll also work with you to determine the best messaging to convey why your products and services offer value and improve people’s lives.

1

Strategize

Strategize

Next, it’s time to discuss the specific tactics to reach your audience and accomplish your goals. Campaign goals and industry benchmarks will be how we measure success and determine if revisions are needed later in the campaign.

2

Build Campaign

Build Campaign

Now it’s time to build out the campaign. We’ll create landing pages, email templates, videos, and gated content pieces outlined in the strategy. Every piece will work together to reach, engage, and nurture any potential leads.

3

Monitor and Optimize

Monitor and Optimize

After the campaign launches, we’ll monitor the results and look for potential areas to optimize. You will be able to access detailed reports through the marketing automation platform. We also schedule reporting meetings to review the results and discuss potential changes to messaging or tactics.

4

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