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Marketing & Sales Automation

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Automate Your Marketing & Sales Process

Imagine having a system that never sleeps, doesn’t take vacations, and is always bringing you new leads and customers. Sounds pretty amazing, right? Marketing and Sales Automation involves the use of software to automate processes and tasks related to marketing and sales. This type of automation is designed to help businesses big and small grow more effectively.

The Numbers Don’t Lie



of marketers see an ROI in the first year


of marketers reported an increase in leads


had an increase of conversion rates

What is Marketing Automation?

Marketing automation refers to software that automates your marketing for you. The software allows you to execute your marketing tasks in a more streamlined and efficient way. The ultimate goal with marketing automation is to generate more revenue for your company.

Here’s a good example:

  1. You send an email invitation to download your latest e-book to a targeted list of contacts
  2. You send a thank you email to everyone that downloaded the e-book
  3. A few days later, you send a follow-up email to the list of people who downloaded the e-book, offering them a case study relating to that topic
  4. Finally, when someone downloads that case study, your sales team will get a notification so they can follow up with them (this person is now much more qualified and is likely farther down the buying process)

See, this is much better than sending email blasts to EVERYONE in your contact list. With automation, we can trigger certain events based on specific activities. Let your wheels turn on that one and think of what you might automate in your business.

What is Sales Automation?

Like marketing automation, sales automation is designed to help sales reps prioritize and execute their sales tasks in a more efficient manner. The ultimate goal, again, is to grow company revenue.

In any good sales process, there are different stages in the customer journey. Part of sales automation involves sending relevant messages to your prospects during each stage of the customer journey. This keeps your company top of mind, saving hours that you or your sales reps otherwise would have spent manually reaching out to prospects.

Think about your current sale process. Does it involve hours of manual follow-up through text, email, or phone calls? Do you find it hard to organize and prioritize your leads?

We can save you time and money by automating your daily, weekly, or monthly sales tasks.

Here’s What We Can Automate

  • Activity Logging – emails, phone calls, text messages, etc.
  • Lead Management – get your leads assigned to the right rep and keep everything organized in your pipeline
  • Sales Guidance – know when and how to follow up with your leads
  • Messaging – send the right message, at the right time without lifting a finger

Why Should I Automate These Processes?

Better Lead Generation

This is probably the most important reason to automate your marketing & sales process. We want to help you generate more leads so that you are spending more time working with those leads versus managing the emails, social media or SEO.

Lead Nurturing

So we brought in some new leads, now we need to keep them with us. We do this through sending follow up emails and posts to help keep them engaged and know that your business is thriving and working around the clock. All while you’re not working around the clock.


Quality Customer Engagement

Engaging with ALL of your customers is a huge task, but with our help we can automate some things to help. Emails being the biggest through the sales process. We make your customers feel cared for all while you sit back and relax that our system is doing all the work for you.

Boost Sales Revenue

With more leads, sales revenue always has an increase as well, which is what you came here for right? You want to work less by outsourcing to someone as amazing as us to help increase your sales and save you time you could be spending elsewhere.

What to Expect

Schedule a call with us and we learn about your business and where we can help automate your marketing & sales that are taking up time out of your day that can be used otherwise. Once we figure out what we are automating we ask about important industry terms in the area that we are automating for you. The are lots of possibilities of what we can do with automating your marketing & sales process for your business and we would love to utilize them to give you more time in your day to enjoy life.