Keep your clients engaged and your business growing—automatically
Build workflows of highly customizable triggers to add a whole new level of ease to your daily operations. From starting email campaigns to product adoption to upsell opportunities, Workflow Automations delivers exactly the right message to clients and saves you a whole lot of time.
Accelerate success with Workflow Automations
Build nearly any workflow
With no coding involved, you can create automated business workflows for nearly anything you can imagine.
Attract more customers
Discover what your prospects are looking for and engage them with highly customized email campaigns tailored to their needs.
Accelerate your business
Spend less time on manual tasks and focus on growing a sustainable, stable business with monthly recurring revenue.
Innumerable possibilities
Trigger the right campaigns for the right prospects
An effortless way to grow your business
Reviews
The Snapshot Report aggregates data from over 30 customer review sites to highlight:
- Number of reviews
- Recency of reviews
- Average score
Local businesses must continually collect fresh reviews and strive for a 4-5 star review rating to establish trust and credibility.
Help them make a stellar first impression.
Social Media
The Snapshot Report pits a prospect’s social presence against that of similar businesses in regards to:
- Number of posts
- Size of audience
Local businesses must keep their followers engaged to grow their audience and build brand loyalty.
Grow their engagement, grow their audience.
Website
The Snapshot Report leverages Google PageSpeed Insights to assess a prospect’s website for:
- Mobile responsiveness
- Content
- Load speed
Local businesses need a mobile-friendly site that delivers the information people seek in order to make buying decisions.
Turn conversions up to 10.
Digital Advertising
The Snapshot Report recommends keywords that will generate the most impressions and clicks for your prospects. The report also identifies how your prospects stack up against their competitors. Compare:
- Keyword overlap
- Number of paid keywords
- Monthly paid clicks
- Monthly ad budget
Local businesses need to own the right keywords to ensure that their target audience knows about them.
Uncover golden opportunities with search, social, and display advertising.
SEO
The Snapshot Report identifies how your prospects’ organic keyword performance stacks up against their competitors’. Compare:
- Keyword overlap
- Number of keywords
- Monthly clicks
- Monthly value of clicks
Local businesses need to own popular keywords to ensure potential customers find them before their competitors.
Help businesses climb to the top spot.
Ecommerce
The Snapshot Report provides insight into your prospects’ ecommerce presence and how they stack up in key categories:
- Online storefront
- Online payments
- Lead engagement
Ecommerce continues to grow and it’s important that local businesses have the ability to engage with online consumers.
Enable your clients with the means to start selling online today.
Automate your workflows.
Accelerate your growth.
Start your free 14-day trial now to discover Marketing Automation and more new ways to grow.
3 Must-Have Automations You Need to Try
Drive Product Upgrades
When your clients activate an Express product, you can automatically send them an email campaign outlining the benefits of the Pro version. Afterwards, log your lead’s activity in Sales and Success Center and notify your team if your customers open or click the email.
Learn more →
Prospect With the Snapshot Report
Create a list for your prospects. When an account is added to the list, automatically generate a Snapshot Report and send it to them over email. Adding reminders for your sales team helps them follow up within a few days.
Learn more →
Send a Welcome Email
Create a list for your customers. When an account is added to the list, automatically send a welcome email with an overview of your services and contact information for the assigned sales rep.
Learn more →
FAQ’s
What is a workflow automation tool?
Workflow automation software can help you design, execute and automate business processes based on a set of rules, eliminating the need for human intervention.
What are some examples of workflow automation?
With workflow automation you can automatically generate documents, manage leads, invoice customers, send emails, assign tasks, all across multiple systems.
How do I automate my workflow?
Creating workflow automations is simple with Vendasta. You can create a series of triggers with rules of what you want to happen when an event occurs, or choose from our library of pre-made workflow automations to get started right away.
How can automation improve workflow?
Your marketing, sales and support teams can save tens to hundreds of hours of manual tasks on a monthly basis by implementing workflow automation. This time savings can be spent serving your clients better and growing your business.
Part of Vendasta’s end-to-end family of solutions
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and sharpen your competitive edge
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Access the full Vendasta system with all the products, services, and solutions you need to take your business to the next level with our free 14-day trial. Recognize ROI fast, and become the most indispensable asset and extension of the team for your local business customers.
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