how marketing automation can boost sales & save time
TRANSCRIPT
How Marketing Automation Can Boost
Sales & Save TimePresented by Nicholas Jensen
–Peter Drucker
“The purpose of business is to create a customer”
Who am I?The founder of Growth Engine, a DigitalMarketer Certified Partner and Infusionsoft Certified Partner.
My focus is on helping businesses acquire new customers profitably and predictably.
I have been automating marketing since 2012 and helping others since 2013
Follow Up & Organization
From the moment that lead comes in, via SMS, Web form or even a call in. This is where your automation should start.
It will help keep you organized so you can better track your activities and WOW your customers.
Look familiar?This was all automated.
10 Things You Can Automate Today
To Grow Your Business
Deliver Better Customer Service
Make it easy for your customers to reach you and automate the process to deliver a better experience.
Streamline your follow-up and provide your contacts with an immediate response so they know you are on it.
New Customer WOWDo you want to really win over your new customer?
Really WOW them?
Create a personalized welcome sequence with a gift being sent and follow it up with an automated task creation so you remember to give them a call just to “Check in.”
Remember a little goes a long way.
Opportunities
If you are in a business that has a sales process workflow that all of your sales reps should be following it is time to automate it.
Creating an automated sales process will allow your sales reps to manage their sales process more efficiently and give you better insight into your business.
Refer a Friend
If you focus your employees so they are better managing the relationship with your clients, your referrals will increase.
Setting timely tasks or sending notifications can build a stronger relationship with your clients and lead to an increase in your referral business.
Generating Repeat Sales
You have already paid to acquire your customer, now you can increase the value of that customer by offering them something more.
Create an automated campaign that will track what your client has bought and make them an offer of a related product or service from you.
Birthday & Anniversary Wishes
You know what makes people feel special?
Remembering them on their special days.
You can easily automate the process of sending out a Birthday card, Anniversary card or a special gift every year, creating a great rapport with your clients.
Appointment Reminders
Whether you prefer a personal touch of a phone call or a simple text creating an automated sequence will help you better manage appointments and make sure they show up.
You can schedule a task, send a text, email or even a postcard to remind your client of their appointment.
Satisfaction SurveyReputation management is important in your business. Automate your reputation management with a simple post contact satisfaction survey.
You will be able to get better feedback and learn if there are areas (or employees) that may need some improvement.
*Extra credit if you segment those review and get your 5 star reviewers to share on Yelp or Facebook.
Document Follow Up
Sending out a lot of documents? Responding to RFQ?
Make sure your prospects and clients are getting the document and actually VIEWING it with an automated sequence to track their activity and send them (and you) reminders if they have not viewed or responded in a timely fashion.
Re-Engagement The Comeback Kid!
We all have those customers that bought from us a while back and we probably did a poor job keeping in touch.
Find the clients in your database that have not visited or called you lately.
Automate your re-engagement and get them to come back to you and spend more money with you.
Remember!
• Automation should NOT replace all human contact
• It is a great tool to save you time and maintain focus
• Find areas in your business that you repeat with every customer and start by documenting these processes
Automation can be the single most important investment in your business. After all, I have yet
to find some one that will work that hard and that efficiently for me 24/7 at pennies an hour.
What Tools Do You Use?
This is really going to be up to your business and it’s specific needs. There is no one-size fits all here
and there will always require some customization to make it work for
you.
There are many more tools that work and do a good job.
These tools I have worked with extensively and highly recommend for
businesses based on their budget and goals
Questions?Automation can be exciting and overwhelming. Start small
and work your way up to complexity.
Next Month’s Topic?I was thinking a specific Facebook Advertising topic
(targeting, ad creation, ad types, ROI tracking) or Landing Page Optimization, but am open to suggestions.
Email me at [email protected]