Connecting your marketing automation platform is a great way to get more out of your CRM system. With both systems connected, your sales and marketing team can be more closely aligned on what messages to send and when to send them.
Utilizing the Marketing Platform Workflow Canvas
Since the foundation of most marketing strategies are campaigns, the influence Marketing Platform has been designed to make managing them as easy as possible.
Visually create your automated marketing campaigns with the Workflow perfex crm setup within emfluence’s Marketing Platform. This easy-to-use, drag-and-drop tool lets you visually see how your automated email campaign will flow on a large canvas with panning and zooming capabilities.
Use Workflow Canvas to create:
Lead Nurturing Campaigns Create automated 365-day nurture campaigns that look like check-in messages from your sales team but without requiring you to create tasks or follow-ups that take away from time better spent on hot opportunities.
To do this, you can easily create a Marketing List so the sales team can add any leads that are no longer hot priorities, and the marketing team can create a nurture series that triggers follow-ups based on membership in the Marketing List.
Campaigns Based on Customer Behaviors Using Workflow Decisions, you can send contacts from a single source group into branches based on email views, clicks, or custom queries. Nurture contacts based on their actions–or inactions–with your messages.Personalized Emails Query builder in Workflow Canvas allows you to create a dynamic group to trigger an email. Want to automate an email offer to your customers on their birthday? You can!Additionally, use this intuitive Workflow to create personalized emails for your customers. Create automated email campaigns that support every stage in your customer lifecycle, including check-ins for existing clients.
Map Your Customer’s Journey Use marketing automation paired with your CRM system to map your customer’s journey with placeholders before you invest time in copy and design.Want to run the same campaign with new messaging? We’ve made it easy to copy a campaign structure. Copy just the placeholders for a new campaign, or copy the Workflow and the emails inside to create an A/B test campaign.
Lookalike Audience Targeting
With marketing automation, you can create targeted digital ads for your existing opportunities in support of your sales cycle and use your CRM database to create a Lookalike audience.
This Lookalike audience will help you discover new, untapped opportunities that match the same qualifications as your existing customers and prospects.
If you want to get more out of your CRM system, now connect your marketing automation platform. The emfluence Marketing Platform offers full-featured integrations for Microsoft Dynamics 365/CRM and Salesforce (as well as an open API for other CRM systems), allowing you to make the most of marketing automation with your lead and customer database.
0
0
Sign in to leave a comment.