Onboarding Campaigns


Welcome new clients, customers, and prospects to your brand with an automated email onboarding series. Learn how to deliver information that’s relevant and creates a smooth onboarding process:   In this video, you’ll learn how to: Create triggers from your CRM system to launch an automated welcome series Incorporate helpful information needed for new clients to get started Personalize based on CRM data points

How to Create a Contact and Lead Scoring Methodology That Can Transform Your Business


There are a lot of factors working against today’s marketer. Audiences are saturated with messaging day-in and day-out. Consumers are increasingly aware and skeptical of advertisements and the data acquisition practices behind their targeting. Marketing technology solutions are constantly evolving and becoming more and more complex. On top of that, marketing professionals are being expected to take on more responsibilities at the company level as well. They’re being charged with building the brand, communicating with internal and external stakeholders, developing channel strategies, engaging with the community, driving digital transformation, and […]

How to Use Marketing Lists from CRM to Power Your Marketing Automation Strategy


Whether you use Microsoft Dynamics, Salesforce, a homegrown CRM or otherwise, Marketing Lists built from sales data in your CRM system can be invaluable marketing tools if assembled and utilized properly. If you’re not already using Marketing Lists, these are especially effective when integrated into your marketing automation platform (like the emfluence Marketing Platform). By using Marketing Lists to feed your automated email campaigns, you can more efficiently target the most appropriate audience for any given campaign and include your Sales team in the list building process. Better yet, once […]

Using Multiple Lead or Scoring Models to Deliver the Right Message Across the Customer Journey


If you are tracking and assigning values to customer and prospect activity as it relates to digital engagement with your brand, you already recognize that the insight it can bring can greatly assist your sales and marketing activities. At a very basic level, the most engaged contacts represent the hottest opportunities. That data in the hands of a capable sales and marketing organization can have a dramatic impact on success. Yet that’s just one small piece of the customer journey. Contact scoring has a place across the entire customer lifespan. […]

What Is Marketing Automation: A Definitions Guide


Marketing automation technology – software specifically – should make our working lives easier and help us automate tasks that otherwise would have to be thought-to-do and done manually. Doesn’t that sound beneficial? Of course it does. Problem is, it takes time – and know-how. In the case of marketing automation software users, most are only using the manual portions of their software. According to Litmus, fewer than 5% of all marketing emails are automated. Marketing automation software users often sending emails (albeit often beautiful ones) manually…how dare they! Yes they’re marketing, but […]

 

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