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Sales & Marketing Automation Technology

This category will feature articles about new and upcoming trends in web-based CRM syste, sales automation technologies and marketing automation systems to keep you up to date with the most relevant and interesting ways to get in touch and reach your end-users, leads, prospects, or customers. 

Case Study: How 5 B2B Companies Use a CRM to Increase Revenue by 839%

CRM is an integral part of running a successful business -- whether it's on a small or large scale model. Apart from digital marketing brands, does CRM software work for brick-and-mortar businesses?

Can offline businesses benefit from customer relationship management software? Sure they can!

In this in-depth article, we'll share 5 case studies that will show you how top brands integrate CRM tools in every facet of their operations.

Bear in mind that CRM costs money -- so you have to be sure you're getting the best ROI from it.

Let's quickly dive in.

10 Steps to Build your first Email Marketing Automation Drip Campaign

Drip Campaigns can empower your email marketing efforts and get you dramatic results (e.g., engagement and sales).

But it’s not enough to have an email autoresponder tool, knowing how to set it up to work for you while you’re busy doing what you love is the key.

In this guide, I’ll show you how to create a list, send an email, and then automate the response using the right triggers, based on whether or not the initial message was opened.

Before we get into it, let’s get the basics out of the way.

What is Drip Campaign?

Drip Campaign is a series of emails set up to achieve a particular goal. This could be sales of your product, imparting knowledge, subscription to your service, news updates about your company, etc. In essence, you MUST strive to achieve certain KPIs with your drip campaign.

6 Ways on How to Structure An Automatic Drip Campaign Email Series

Email drip campaigns can be a gift and a curse. Done well, they can help you build trust with potential buyers over time, laying the groundwork to eventually convert them into customers.

However, done wrong, drip emails look a lot like spam. For every great cold email you send, it only takes one impersonal or poorly timed follow-up message to lose a prospect (and damage your reputation) forever.

Here’s a good example of a well-structured drip email workflow that Pardot uses to connect, nurture, and convert its prospects into customers.

Top 10 Customer Service Automation Software

Customer support is the key aspect for both B2B and B2C companies. It doesn't matter the size of the business, without an effective customer service system in place, nothing else works.

Building a positive image in the customer's mind is the direct result of a good customer support — and you need the right software to power it.

If you want to continually keep your customers satisfied, then you need software tools that can make the journey easier. You simply want to automate the tasks as much as you can. Trust me, you really can't achieve significant results if you choose to do it manually.

That said, here are the top 10 customer service automation tools you can choose to make the task of customer service rewarding.

7 Sales Enablement Tools Everyone Is Talking About

Sales enablement tools can improve the performance of your sales department, enhance productivity and boost your revenue.

76% of marketers responsible for content forget about the benefits of sales enablement. However, companies with strong Sales and Marketing alignment can achieve up to a 20% annual growth rate, compared to companies with a poor alignment that face 4% annual revenue loss.

If you’re ready to automate your sales processes to achieve even greater results, you need to understand your prospects and customers and be ready to implement sales enablement best practices (i.e., tools and strategy) when communicating with your customers. 

In this article, let’s talk about the 7 sales enablement tools you should be using to drive significant sales results in your business.

Customer Service & Live Chat Applications for Generating New Leads

Here’s a (sarcastically) bold statement: People love to communicate. 

Here’s another one: People need to communicate with businesses.

Those statements shouldn’t be surprising. So, why do so many businesses make communication difficult and time-consuming?
It’s almost as if these businesses don’t want consumers to reach out to them. 

By 2016, more people were using messaging apps than social media. Every year, fewer and fewer consumers are using a phone to contact a business’s customer service and are instead opting for digital customer service avenues. Companies not following this powerful digital shift are getting left behind.

6 Steps to Implement a Social Selling Strategy with Automation Technology

In recent times, social selling has grown in popularity because both B2B and B2C companies are using it to get results from their social media participation. Although, there’s still a lot of improvements to be made.

According to CSO Insights 2016 Sales Enablement Optimization Study, 43.1% of respondents felt their social selling training needed improvement. Additionally, 30.4% agreed social selling training required significant redesign; more than any other training process.

The good news is that you can now leverage automation technology to streamline the entire process of your social selling strategy. It doesn’t get better than that.  

What is social selling strategy?

A social selling strategy is a plan you put in place to utilize social media to connect with your prospects through your content and interactions with prospects. The main aim of your social selling strategy is to convert your prospects into customers.

That said, here are the 6 steps to implement a social selling strategy with automation technology:

Boost Your Website Conversion with CRM Software, Using 4 On-Page Optimization Tricks

Identify Potential Customers and Start Selling!

You set up and interact with your prospects and customers via a CRM software. You can easily optimize business-customer interactions if you learn the rules.

However, bear in mind that the real engagement that will result in qualified leads, sales, and revenue is anchored on your website conversions. In other words, if you successfully establish trust with your leads, then your website conversion will be impacted.

To get the best results, though, we can use our SEO knowledge — leveraging some of the proven on-page optimization tactics and tricks.

Before we dive into this, let’s get the basics out of the way.

Marketing Automation: Six Steps to Convert Social Chatter into Actionable Leads

It's All About Engaging with Your Followers

Social media can funnel qualified leads to your business. However, you must know how to automate the tedious process, so you can get more done in less time.

The truth is that you work hard to build and grow your social media fan base. Unfortunately, you don’t have control over your social account. You could wake up one morning and find your Facebook page blocked for reasons best known to Facebook alone.

When that happens, most businesses and marketer will quickly create a new page and start all over again. Inasmuch as that’s a great skill, I bet it’s even more important to convert social chatters and fans into leads for your business.

How to Use CRM Best Practices to Improve Client-Onboarding

The First Sale is Only the Beginning

When it comes to customer onboarding, it doesn't matter who the customer (clients, employees, shoppers) is, you only have one opportunity to make a first impression. Top brands like Salesforce, Travel Protection, and Berkshire Hathaway are delighting customers through the onboarding process.

What they are doing isn’t complicated at all. Let me show you how to tap into these uncommon CRM best practices and take your client onboarding to a new level. 

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