How to make simple automation work for your business webinar
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This document outlines how sales and marketing automation works and provides examples. It discusses considering goals, messaging, process, and review when setting up automation. It then gives examples of how a home remodeling company called Unreal Homes uses automation for brochure requests, quotations, event registrations, and service reminders. The automation adds contacts to campaigns and groups, sends emails, and creates tasks to follow up with leads throughout the sales process.
How to make simple automation work for your business webinar
- 1. www.intouchcrm.com How to make simple Automation work for your business
- 4. Matthew Ruddle Customer Success Director @MattRuddle http://www.linkedin.com/in/matthewruddle
- 5. What we will cover off today www.intouchcrm.com 1.What is sales and marketing automation? 2.6 Basics aspects you need to consider 3.Let’s Build One! 4. Q & A 5. Next Webinar
- 6. Simple Sales & Marketing Automation Prospects Customers Automation Automation drives prospects through your funnel
- 7. Why are we here? www.intouchcrm.com
- 8. What Marketing Automation can do www.intouchcrm.com
- 9. Automation Basics – 1 Planning www.intouchcrm.com
- 10. Automation Basics – 2 Goals www.intouchcrm.com
- 11. Automation Basics – 3 Message and Content www.intouchcrm.com
- 12. Automation Basics – 4 Requires a Change in Mindset www.intouchcrm.com
- 13. Automation Basics – 5 Process and Discipline www.intouchcrm.com
- 14. Automation Basics – 6 Review and Evaluate www.intouchcrm.com
- 15. Simple Sales & Marketing Automation Adding to a group Removing from a group Sending an email Creating a task Creating a lead Sending a text message Removing from a Campaign
- 17. Simple Sales and Marketing Automation Unreal Homes use automation to: Collect Segmentation Data Automated Follow-up
- 18. Simple Sales and Marketing Automation In this case study we will look at 4 examples: Brochure Request Quotation Request Event Invite Service Date
- 19. Traditional Kitchens – Brochure Request A brochure request form is completed on the Traditional Kitchens page, so we can capture that contextual data for later follow-up
- 20. Traditional Kitchens – Brochure Request Form with custom thank you page Feeds into Traditional Kitchens Brochure Request Campaign Form collect basic contact information
- 21. Traditional Kitchens – Brochure Request User completes brochure request form on Traditional Kitchens Page (min 0) User added to Automated Campaign (min 0) Thank You email sent (min 3) Offer email sent (day 2) Follow up email with targeted info sent User Added to Lead Follow up Campaign Task created to Call customer User clicks link In email
- 22. Quotation Request Customer completes quotation request form on the web site quotation request page
- 23. Quotation Request User is added to the Quotation Request Automated Campaign Complete Contact fields, plus 2 custom fields: Installation Type and Product Type
- 24. Quotation Request The custom fields: Installation Type and Product Type give us great segmentation data we can re-use in this campaign or later on.
- 25. Quotation Request When a user selects Products or Installation type from a custom field they are added to a campaign that simply adds them to a group, for future use as a segmentation tool
- 26. Quotation Request Alternatively you could add any action to these campaigns to deliver targeted follow-up. Or you can use the custom field data and use it in your emails.
- 27. Quotation Request The main quotation request campaign ensures that a customer is followed up properly.
- 28. Quotation Request User completes Quotation request form on Website (min 0) User added to Automated Campaign (min 0) User added to Group “Quotation” (min 0) Task created “Follow up Lead” (min 0) Personalised thank you email sent (min 0) Lead created (day 3) Other (day 4) Other (day 5) Other We cover the main steps, but Other steps can easily be added to make the experience more involved
- 29. Kitchens Event A customer completes the registration form for an event and gets fed into a date based campaign. It is a Kitchens event so they get added to the kitchens group
- 30. Quotation Request User completes Event Registration Form (min 0) Added to Kitchens Group (1 day before) 1 Day Reminder Email (1 day after) Post event Email We cover the main steps, but Other steps can easily be added to make the experience more involvedKitchens Evening 15th Jan 21:30 (2 Days After) Follow up email
- 31. Annual Service Due Date An Unreal Homes installer completes the service date, so that reminders get sent to the customer and the office to book in the annual service the following year
- 32. Quotation Request Service Date Completed by Engineer (2 Weeks Before) Customer Emailed Reminder (12 Days Before) Task created to arrange service We cover the main steps, but Other steps can easily be added to make the experience more involved
- 33. When is the next Webinar? • 8th of July – Q & A With James White • Looking back over 10 years of InTouch and having an open Q and A about Business, Life and whatever you want to ask! • https://intouchcrm.clickwebinar.com/q-a-with-james- white/register