Learn how our cutting-edge, versatile automation strategies save our clients time, reduce customer churn, and improve ROI.
Automation is a powerful tool for businesses, allowing you to get more done with less effort and ensure marketing and sales communications roll out at the perfect time. We also use automation to organize our clients’ CRM portals, score and qualify leads, segment contacts based on behavior, set and update lifecycle stages, and more.
Our team has years of knowledge and expertise building automation flows, allowing our clients to “set it and forget it” while crucial tasks are completed automatically. We can set up workflows in multiple types of programs that support this type of functionality, such as popular CRM platforms like HubSpot, ecommerce platforms like Shopify, and email marketing platforms like MailChimp.
Some ways we utilize automation include:
- Sales sequences. If a new or existing lead engages with your brand, we can set up a process to send them targeted and personalized sales communications automatically. It’s crucial for sales teams to get in touch with interested leads as quickly as possible, and automation enables sales to make those connections instantly.
- Marketing workflows for emails. We’ll build workflows that send an email to contacts who meet certain criteria or take a certain action. From abandoned cart workflows to lead nurtures, strategically timed marketing emails increase conversions.
- Contact segmentation. Want to send targeted marketing materials to different segments of your contacts, or label leads for your sales team based on specific criteria? We’ll set up automation to set property values and organize your contacts. This service can be by itself or as part of a larger CRM portal cleanup.
- Lead scoring. Make sure your sales team only goes for qualified leads. We’ll set up lead scoring automation to automatically calculate probability to close.
- Lifecycle stage management. Track where your leads are in the buyer’s journey.
- Support ticket creation and categorization. Automatically create support tickets based on what a customer needs help with, and assign them to the appropriate staff.
- Task assignments. Whenever a lead engages, automatically assign a member of your sales team a task to get in touch. Shorten your sales cycle and increase conversions.
- Chatbot setup. Customer service chatbots can answer customer questions without human intervention, freeing up bandwidth for your customer service representatives. We work with the chatbot service of your choice to curate an automated help bot for your website.
After an automation flow is set up, we regularly monitor it for errors and results. If the flow is not performing as expected, we will optimize it along the way.
We understand that a brand’s automation needs may change over time. All automation is customizable on request.