Automation software

B2B Sales and Marketing Automation

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Create automated personalized experiences that convert.
Acquire more customers and sell smarter with Vendasta.

Protect Your Most Valuable Asset

Time is your most valuable asset, but when you get caught up in small, repetitive tasks, you can lose focus on what’s really important. With Vendasta, you can stop wasting time on manual processes and start creating automated personalized experiences that convert. Unlike any other solution, our sales and marketing automations can truly connect all of the key areas of your business to help you attract more customers and sell more effectively.

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Attract More Customers

Discover what your prospects are looking for and engage them with highly customized email campaigns tailored to their needs.

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Sell More Effectively

Stop missing opportunities to close deals. Upsell your customer base and receive notifications when prospects are ready to convert.

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Grow Your Business

Spend less time on manual tasks and focus on what really matters: Growing monthly recurring revenue for your business.

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What Life Looks Like With Automations

Connect Every Part of Your Business

Vendasta is the only end-to-end ecommerce platform capable of providing you with the tools to build, deliver, market, sell, bill, and fulfill. Use our sales and marketing automation features to connect every part of your business, attract more customers, and sell more effectively.

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Create Personalized Experiences That Convert

Your customers want personalized experiences. Use Vendasta Automations to discover their needs and engage with them before it’s too late. Send targeted email campaigns when users perform specific actions in the platform and create triggers that start workflows based on lists, tags, payments, and product activations.

Don’t Let Deals Slip Away

Set up triggers in key areas of the platform to capture hot leads. Receive notifications when they are ready to buy and log their activity in Vendasta’s Sales CRM. Configure automated workflows to nurture those leads before they slip away.

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Automate Tasks to Have More Time for Clients

Our easy-to-use automations let you save time by skipping manual tasks. With more flexibility in your schedule, you’ll be able focus on your clients’ needs and the growth of your business.

Automated Email Campaigns

Reach out to prospects with automated email campaigns that don’t compromise personalization for efficiency. Use pre-made campaigns or design your own to quickly contact potential buyers through a system that does the repetitive work for you.

Combine your outreach emails with Snapshot Report to establish relationships built on value and trust. By receiving new insights into where you can help improve their business, your clients will be able to clearly see how you can become their trusted digital expert.

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3 Must-Have Automations You Need to Try

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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.

Check out more automation ideas →

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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.

Check out more automation ideas →

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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.

Check out more automation ideas →


What is marketing automation?

Marketing automation is the process of using software to automate, optimize, and measure your marketing efforts like sending emails to prospects and logging activity for hot leads in your CRM software.

What are the benefits of marketing automation?

Marketing automation can help you save time and grow your business by creating automated personalized experiences that convert. When successfully implemented, you can lower your customer acquisition cost, 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, you can configure an automation to add all your customers to a drip campaign and notify your sales team if users open or click the email.

See how Vendasta can help you succeed

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