Marketing automation is a powerful technique to help you save time and money. Automating key marketing activities in your CRM system, such as email campaigns or push notifications based on changes in your data. This means that you'll never have to manually send another marketing email again, which will free up the additional time for you.
Plus Points of Using Marketing Automation
Primarily marketing automation automates key marketing tasks which were so far happening manually. As a result, there’s enough time for the agents to focus on
- Increasing sales
- Building customer loyalty
- Improving customer experience
Marketing automation helps you automate processes that used to be done manually and can help you save money by reducing the number of people who need to be trained or paid for. It also allows you to focus more on what matters most—your customers and their needs.
What is marketing automation?
Marketing automation is a software program that allows you to automate your marketing in a way that is scalable and cost effective.
You can use it to create landing pages, email campaigns, social media posts and more. And once you have created the right content for each channel, marketing automation will take care of everything else by placing ads on those websites or driving traffic directly back to your site with email follow-ups or other forms of outreach.
Here’s how it helps doing it.
- Better Access to Data
Leveraging next-gen CRM system enables you to have better access to data sourced from your internal system or third parties. It organizes clients’ data centrally, everything ranging from clients, personal info to their purchase and service history. It helps agents to interact with clients by reducing average handling time or AHT.
- Top-notch Communication
It’s crucial to communicate correct information every time you interact with the client. ConvergeHub’s marketing automation helps curate business workflow logic to the evolving business needs. It helps in reducing 50% of the Level 1 call escalations, while improving about 45% of FCR or First Call Resolution. It translates improved customer experience.
- Extended Customer Support Beyond Premises
Marketing automation plays a key role in creating successful customer success journeys. Feature-rich ConvergeHub enables agents to receive customer calls with easy controls and delivers the same experience as it would have been from the premise.
The types of workflows you can set up within Marketing Automation
- Segmentation
- Lead scoring
- Lead nurturing
How to set up marketing automation workflows
- Set up a workflow: You can start by creating a new workflow in your account or adding one you already have.
- Import contacts from your database: If you're using an email marketing platform like MailChimp, they'll have their own API that allows them to import custom fields into these workflows; otherwise, there are third-party tools that allow you to do this manually (for example, Contactually).
- Create the task for each list member: In order for this step to work properly, each task needs its own trigger and action set up separately so that it's able to run when the trigger condition is met and then complete successfully (e.g., create an email template). It also makes sense if there's only one person assigned as responsible for completing these steps because otherwise someone could accidentally make multiple entries on behalf of other people who aren't authorized users yet!
Learn more about ConvergeHub’s Marketing Automation
ConvergeHub is a cloud-based marketing automation software that helps you manage your business. It provides a complete suite of tools for creating marketing campaigns, automating your email marketing, nurture leads and creating lead generation forms.
ConvergeHub offers several different tiers of pricing depending on the level of functionality you want or require in your business. This makes it easy to find the right fit for any budget!
Conclusion
That's it! Well, almost. We hope you enjoyed reading this post and learned something new about marketing automation workflows. If you have any questions or would like to learn more about ConvergeHub’s marketing software, feel free to contact us via mail.
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