Marketing Automation Software

What is Marketing Automation?

The primary goal of marketing automation is to identify website visitors and gain more and more information about the visitor until they become a solid contact. This is done through creative initiatives, like producing and advertising a webinar, and highly relevant landing experiences. The landing experience has to address the visitor when they are in a specific moment of need. Highly optimized landing pages will convert more visitors to potential clients.

How is Marketing Automation Used?

Your marketing website has a tough job. It needs to attract strangers from all over the internet and convert them into long-term clients for your business. Here at MGS Partners, we’ve spent many years analyzing the numerous steps a new customer takes between first arriving at a website and reaching out to that business. Our MA/CRO program is the outcome of our effort (MA/CRO = Marketing Automation & Conversion Rate Optimization).Combining inbound marketing, lead qualifying, and client retention, the unique combination of Marketing Automation, Conversion Rate Optimization, and the data focused measurability in marketing which is foundational to our outcome focused ideologies, together serve to automatically drive traffic through your sales funnel, automate your client communication and client retention needs, and ensure that your hard-earned customers continue to appreciate and support your business for years to come.

Automate Inbound Marketing

Through dynamic content, like monthly articles and social media, you’ve helped to build your website’s reputation as a thought leader for your industry. In turn, Google has likely rewarded your business with higher rankings for your industry’s key search terms. MA/CRO builds on the good work you’ve already begun by adding quarterly initiatives to your inbound marketing efforts. Think of initiatives as valuable resources in a variety of media that are used to educate and inform people about your industry. These campaign initiatives are made freely available to your clients and potential leads — but there’s a catch. In order to receive their free download (or sign up for your event), they need to provide their name and their email address.

Automate Internal Process

Whether your business needs to regularly confirm appointments, schedule periodic meetings, or has another common operations task, your business can benefit from automating many simple internal business processes. Internal business process automation helps to prevent the tiny steps from being forgotten. You’re scheduled to arrive at 9 AM to perform services for a client, but no one reminded the client, so they aren’t prepared, or that one-year follow-up was so far into the future that it was completely forgotten. With automated marketing active, as soon as your client schedules their appointment software can automatically trigger an email to be sent to the client to confirm their appointment 1 week before. Equally, as you secure a new client, why not automatically schedule the follow-up task for a year from now to be sure it is not forgotten.

This is especially useful for organizations that typically schedule appointments months in advance.

Automating internal business processes helps to save your business time and keep both your team and your clients on the same schedule.

For many businesses, onboarding a new client or providing services means completing the same steps over and over again for each individual customer. By automating the internal business process, you can ensure that both your employees and your clients are always ready for the next step. Automated emails can be sent to just team members, just clients, or both employees and customers, giving you complete control over how you Automate Internal Business Process uniquely within your company.

Automated Emails to Team Members.

Your business is built on the hard work of great employees. But it can be challenging for team members, and managers in particular, to juggle every single step for every single client without prompts and assistance. Automated emails for your team could include reminders for your employees of what stage a project should be on and encourage them to identify any unnecessary delays if the project is falling behind. Automated emails could also remind supervisors in advance when an employee has time off coming up in the next month, so the supervisor can plan accordingly.

Automate Emails to Clients.

A key element to keeping your clients happy is to remind them regularly of how well you are serving them. Automated emails to clients on a weekly or monthly basis is the foundation of automated client retention. These emails will engage clients, asking for their feedback or giving updates on how their project or services are moving. Automated emails to clients help to maintain a client-business relationship and regularly reminds your client of the hard work your team is doing for them. These emails are quick, to the point, and automatically sent out at a pre-scheduled time.  A popular use for these emails are check-ins to ask how your client is feeling about the service they are receiving and whether they have any concerns. These automated emails can also be used to inform all clients of changes to hours, services, and more.

Automate Emails to Both Clients & Employees.

Perhaps the most powerful use of this MA/CRO technology is ensuring both clients and employees are on the same page. There are many situations where both your clients and your team member can benefit from reminds. For example, three days or a week before a meeting, an email can go out to the client asking them to confirm the appointment and simultaneously, an email can go to operations reminding them why the meeting was scheduled, the concerns of the client, and which materials need to be prepared ahead of time. This can help ensure the meeting goes smoothly, and there isn’t an emergency rush to finish tasks in the hour before the client arrives.
When all of your team members remember every task perfectly and complete it on time, your business functions at top efficiency. Automating your internal business process ensures that no task or project falls through the cracks. Your team and your business remain on top of every step with punctuality and professionalism. To learn more about how automating internal business processes can support your business’s operation team and continued success, contact us at MGS Partners.