how to make simple automation work for your business webinar
TRANSCRIPT
www.intouchcrm.com
How to make simple Automation work for your business
InTouch Success Centre
http://support.intouchcrm.co.uk/
https://www.facebook.com/intouchcrm
https://twitter.com/intouchcrm
http://www.linkedin.com/company/intouchcrm
Matthew Ruddle
Customer Success Director
@MattRuddle
http://www.linkedin.com/in/matthewruddle
What we will cover off today
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1.What is sales and marketing automation?2.6 Basics aspects you need to consider3.Let’s Build One!4. Q & A5. Next Webinar
Simple Sales & Marketing Automation
Prospects
Customers
Au
tom
ati
onAutomation
drives prospects
through your funnel
Why are we here?
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Marketing Automation will helpdrive business!
What Marketing Automation can do
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Let the system work for you
Automation Basics – 1 Planning
www.intouchcrm.comYou need to make time to PLAN
Automation Basics – 2 Goals
www.intouchcrm.comSet Clear Goals
Automation Basics – 3 Message and Content
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Know your message & have great content
Automation Basics – 4 Requires a Change in Mindset
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Marketing in 2015 is abouta Laser Focus
Automation Basics – 5 Process and Discipline
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Develop processes and disciplines
Automation Basics – 6 Review and Evaluate
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Review what works and change what doesn’t
Simple Sales & Marketing Automation
Adding to a groupRemoving from a group
Sending an emailCreating a taskCreating a lead
Sending a text messageRemoving from a Campaign
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Unreal HomesCase Study
Simple Sales and Marketing Automation
Unreal Homes use automation to:Collect Segmentation Data
Automated Follow-up
Simple Sales and Marketing Automation
In this case study we will look at 4 examples:
Brochure RequestQuotation Request
Event InviteService Date
Traditional Kitchens – Brochure Request
A brochure request form is completed on the
Traditional Kitchens page, so we can capture that contextual data for
later follow-up
Traditional Kitchens – Brochure Request
Form with custom thank you pageFeeds into Traditional Kitchens Brochure Request Campaign
Form collect basic contact information
Traditional Kitchens – Brochure Request
User completes brochure request form on Traditional Kitchens
Page
(min 0) User added to Automated Campaign
(min 0) Thank You email sent
(min 3) Offer email sent
(day 2) Follow up email with targeted info sent
User Added to Lead Follow up Campaign
Task created to Call customer
User clicks link
In email
Quotation Request
Customer completes quotation request form on the
web site quotation request page
Quotation Request
User is added to the Quotation Request Automated CampaignComplete Contact fields, plus 2
custom fields: Installation Type and Product Type
Quotation Request
The custom fields: Installation Type and Product Type give us great
segmentation data we can re-use in this campaign or later on.
Quotation Request
When a user selects Products or Installation type from a custom field they are added to a campaign that simply adds them to a group, for future use as a segmentation tool
Quotation Request
Alternatively you could add any action to these campaigns to deliver targeted follow-up. Or you can use the custom field data and use it in
your emails.
Quotation Request
The main quotation request campaign ensures that a customer is
followed up properly.
Quotation Request
User completes Quotation request form
on Website
(min 0) User added to Automated Campaign
(min 0) User added to Group “Quotation”
(min 0) Task created “Follow up Lead”
(min 0) Personalised thank you email sent
(min 0) Lead created (day 3) Other
(day 4) Other
(day 5) Other
We cover the main steps, but Other steps can easily be added to make the
experience more involved
Kitchens Event
A customer completes the registration form for an event and
gets fed into a date based campaign. It is a Kitchens event so they get
added to the kitchens group
Quotation Request
User completes Event Registration Form
(min 0) Added to Kitchens Group
(1 day before) 1 Day Reminder Email
(1 day after) Post event Email
We cover the main steps, but Other steps can easily be added to make the
experience more involvedKitchens Evening15th Jan 21:30
(2 Days After) Follow up email
Annual Service Due Date
An Unreal Homes installer completes the service date, so that reminders get sent to the customer and the office to book in the annual
service the following year
Quotation Request
Service Date Completed by
Engineer
(2 Weeks Before) Customer Emailed Reminder
(12 Days Before) Task created to arrange service
We cover the main steps, but Other steps can easily be added to make the
experience more involved
When is the next Webinar?
• 8th of July – Q & A With James White• Looking back over 10 years of InTouch and having an
open Q and A about Business, Life and whatever you want to ask!
• https://intouchcrm.clickwebinar.com/q-a-with-james-white/register
InTouch Success Centre
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