Repetitive tasks like booking a meeting, sending an email or updating a spreadsheet can creep up and snatch away time from the things we love doing most. Whether your passion is helping clients one-on-one, getting on the phone with a lead to really understand their needs or solving the big-picture problems that your local business clients face, more time is always needed to focus on those important things rather than the stuff that doesn't light our fire. New Marketing Automations not only gives some of that time back, it can completely take over workflows, making them more efficient than ever.
What is Marketing Automation?
Marketing automation is the process of using software to automate, optimize, and measure marketing efforts like sending emails to prospects and logging activity for hot leads in CRM software.
What are the Benefits of Marketing Automation?
Marketing automation can help save time and grow a business by creating automated personalized buyer experiences that convert. When successfully implemented, you can lower customer acquisition costs, attract more clients, and sell more effectively.
How does Marketing Automation Work?
Marketing automation software allows you to create automated workflows that are triggered by specific actions and conditions. For example, automation can be configured to add customers to a drip email campaign and notify sales teams when users open or click it.
Attract More Clients with B2B Marketing Automation
There are somewhere between seven to 15 touchpoints in the average buyer journey between the stages of “awareness” and “conversion.” Touchpoints can include email campaigns, sales calls, internal communications, etc. It often takes more than a few connections to warm a sales conversion and those touchpoints can sometimes fall off if they need to be painstakingly delivered one at a time by a member of your team.
New Vendasta B2B Sales and Marketing Automation is a powerful tool to alleviate that workload and improve a customer’s experience with highly personalized actions and communications each step of the way.
“Our vision for marketing automations is to improve integration with the platform, help our partners attract more customers, and sell more effectively. At Vendasta we are in constant communication with our partners to ensure that our platform is useful and works as they need it to. As we understand more and more about how this feature is being used by our partners, we use that feedback to inform further updates, iterations and improvements.”
For the team at Vendasta, automations is all about client experience. Let’s say, for example, you have two cats, and after a recent visit to the veterinarian, you receive a blanket email from them with tips for walking your dog in the winter. As a cat owner, this information is not relevant, and you might decide to unsubscribe from future emails. This type of interaction may potentially mar your view on the clinic’s ability to provide personalized care to your pets. Manually creating a level of customization necessary to deliver true value is difficult. Marketing Automation allows for customized connections, tracking those engagements so you can make the biggest impact across a range of unique prospects.
Vendasta Partner Justin Chevallier with Digital Concierge, is one of the early trusted adopters of the new automations tool. Their team’s feedback has been invaluable in the development process and future iterations are already in the works based on their experience.
“We love the new marketing automations and have been using it consistently since launch. The concept is great and we are looking at it as a first step toward more robust automations in the future," says Chevallier.
“Marketing Automations has already alleviated workflow and operation challenges as we can set it up and allow the platform to do its job. It allows us to keep in contact with clients based on their actions.”
Step One: Automate
Design your automation with the Vendasta easy-to-use 'building block style' automation space. You can trigger an automation for a variety of events like the moment a new account is added, an email campaign is clicked on or even when a potential buyer updates a shopping cart.
Step Two: Track User Data
In the 'Activity' tab of the Automations dashboard you can glance at exactly what automations users are interacting with, the triggers being set-off, and which ones need your attention.
Step Three: Re-engage
Partners can optimize and re-configure automations at any time based on user data you collect throughout the process.
Marketing Automation Workflow Templates
Looking for ideas of workflows you can automate? Here are some examples to help you get started:
- Send product education campaigns
- Keep track of your clients
- Notify your team about failed payments
- Notify your team about opportunity changes
- Welcome new accounts
- Provide a tailored experience
- Remind your customers of items left in their shopping cart
- Set up a trial period for the Local Business Online Toolkit