Ways to Use Sales Automation Within Your Business

8 Ways to Use Sales Automation Within Your Business

When it comes to hiring, one of the most important investments you can make within your business is no doubt hiring sales representatives.

Not only can they help scale your revenue quickly giving your access to additional cash flow which allows you to hire across other areas but it frees up your time to focus on other areas within your business.

Unfortunately, one of the biggest time killers even the most experienced sales representatives faced is time lost on repetitive tasks like scheduling meetings, lead follow up and more.

Thankfully, with the help of technology, you can streamline repetitive workflows within your sales process saving your team countless hours in lost time while allowing you to improve efficiency within your business and hire faster

So, with this in mind, we wanted to share some of the best ways to use sales automation within your business and win back your time once and for all.

Let’s dive in!

Ways to Use Sales Automation Within Your Business

Ways to Use Sales Automation Within Your Business - Lead Qualification

Lead Qualification

Being able to generate high-quality leads that are the right fit for your product or service can be challenging and time-consuming.

Matched with having to manually qualify or search for additional data on leads can cost you countless hours of follow-up for little to no return on investment.

With platforms such as Typeform and Lusha you can pre-qualify leads by having them complete condition-based surveys that automatically segment leads based upon their feedback while Lusha can help you enrich existing lead data ensuring your lead data is always accurate.

Ways to Use Sales Automation Within Your Business - Lead Nurturing

Lead Nurturing

Remembering to follow up with every lead can be difficult when you have dozens of new leads arriving each day.

And while selling no doubt requires the human touch when it comes to closing a deal, being able to create automated workflows that take the guesswork out of it for you can save you countless hours in time and resources.

With the help of platforms like Salesmate and Pipedrive, you can build automated workflows that either engage with your leads on a time-based or event-based schedule or trigger notifications to be sent to your sales reps to follow up personally if a lead meets specific criteria.

Ways to Use Sales Automation Within Your Business - Appointment Setting

Appointment Setting

Finding a suitable time for meetings that works for everyone can be a nightmare.

With different timezones, conflicting schedules and more coming into the play it’s easy to get caught up in back and forth email threads leaving you frustrated.

Thanks to platforms like Calendly and tymeshift you can view, plan, and schedule meetings without having to worry about timezones or conflicting schedules ever again. Calendly even automatically adjusts meeting availability to the person’s local timezone and allows you to trigger email and text-based reminders ensuring an important meeting is never missed.

Ways to Use Sales Automation Within Your Business - Customer Onboarding

Customer Onboarding

Proving an easy, hassle-free onboarding process is critical to providing your new customers with a great first impression of working with you.

With the help of platforms like Paperform and Userflow you can create tailored customer onboarding experiences that make the process hassle-free for you and your clients.

Whether it’s getting them to provide brand assets for a marketing campaign, completing an onboarding checklist for your software platform or more you can personalise the experience at every step based upon their unique requirements.

You can then also trigger follow up processes once your customer completes the onboarding process using Zapier or Integromat saving you and your clients time.

Ways to Use Sales Automation Within Your Business - Payment Automation

Payment Automation

Ensuring a streamlined payment processing experience for your customers not only provides you with a healthy cash flow, but it also reduces any friction or doubts a new customer may have when purchasing from you for the first time.

By using platforms such as Stripe and Zipbooks you can streamline your payment processing and invoice creation by creating recurring invoices and offering subscription-based payment engagements so that you or your customer never miss a beat.

You can then also send this data between any one of your platforms to ensure your customer data is always up to date and accurate using Zapier or Integromat.

Ways to Use Sales Automation Within Your Business - Support Automation

Support Automation

Providing top-rated customer support is critical to ensuring a high-level customer experience even after your product or service has been delivered.

However, with so many communication channels and varying customer support demands making it difficult to ensure every enquiry query is dealt with on time you can soon have your work cut out for you.

Thanks to platforms such as Front and HelpScout you can consolidate support enquiries across all platforms into one centralised place while also creating a curated collection of support articles that help answer your customer’s queries avoiding the need to have to reach out to you for common support queries.

Ways to Use Sales Automation Within Your Business - Review Management

Review Management

One of the most powerful sales assets you can have is none other than social proof.

But remembering to follow up with each customer for reviews can be time-consuming, what’s more, how can you be sure you’re reaching out to your most loyal customers to collect a review from?

With the help of platforms like Reviews.IO, you can streamline your reviews collection and publishing process allowing your most loyal customers to share their experience with your brand so that others can discover your brand.

Ways to Use Sales Automation Within Your Business - Sales Reporting

Sales Reporting

Being able to get a birds-eye overview of your most important sales metrics in one central place not only lets you know when you need to focus your attention most, but it also saves you countless time wasted switching between multiple reporting platforms.

By using platforms such as Databox and DashThis, you can build centralised sales reporting dashboards with all of your most important metrics in one place.

You can then also trigger time-based, event-based or goal-based reminders and notifications to be sent to relevant team members for each metric using Zapier or Integromat.

And there you have it, 8 savvy ways to use sales automation within your business to help you increase your team’s productivity giving them more time to focus on what matters most, selling.

Ready to Win Back Your Sales Reps Time?

Feel explore some of the tools mentioned in our list in more detail by signing up for a free trial or schedule a free automation consultation with us today to learn more about how we can help streamline your sales process using automation.

Happy automating!

Sales Automation Tools

9 Sales Automation Tools to Streamline Your Sales Process

One of the biggest productivity killers of any busy sales team is time lost completing small tasks.

From scheduling meetings to following up with leads, sending contracts and creating proposals their to-do list soon becomes a neverending list of back and forth administrative tasks.

But what if there was a way to streamline these tasks and let machines do the heavy lifting so that your sales reps can focus on what matters most.

Well, with the help of sales automation you can help your sales reps win back their time and say goodbye to repetitive tasks once and for all.

But with so many options available on the market it’s often easy to get lost in which tools actually save them time and increase productivity without costing a fortune.

Don’t stress, we’ve got you covered!

Here’s our list of the best sales automation tools available on the market that will save you and your team time, money and energy.

Let’s dive in!

Sales Automation Tools

Calendly

First up in our list of sales automation tools is none other than Calendly.

Calendly makes light work of scheduling with its well designed, easy to use platform that allows you to share your availability via your own customisable link. What’s more, is you can customise based upon a number of variables including availability, meeting location and more.

You can also trigger automated SMS and email reminders and collect pre-payments for paid events while also converting timezone availability for your visitors making scheduling hassle-free for you and your contacts.

Key Features

  • Ability to schedule unlimited events
  • Send personalised SMS and email reminders
  • Collect pre-payments before events
  • Sync all appointments with your existing calendar
  • Customise your availability as required

Pricing

  • Basic – $0 forever
  • Premium – $10 per user / month
  • Pro – $15 per user / month

FindThatLead

Ever find yourself spending countless hours trying to find quality prospects for your outreach campaign?

You could throw hundreds, if not thousands at paid advertising campaigns or you could take your prospecting game to a whole new level with FindThat Lead.

FindThatLead allows you to search, verify and even get the contact information of qualified prospects with professionals all around the globe using their all-in-one prospecting platform. In just a few simple steps, you can search, validate and start connecting with potential clients with ease.

Key Features

  • Search for business email addresses around the globe
  • Validate existing email addresses lists with ease
  • Find and connect with local business owners by keyword
  • Build and send personalised email outreach campaigns

Pricing

  • Growth – $49 per month (1 user)
  • Startup – $150 per month (4 users)
  • Suite – $399 per month (6 users)

JustCall

Despite the evolution of social media and online conferencing, the telephone still remains a commonly used method of communication when it comes to customer service and sales.

JustCall lets you and your team communicate with ease via its cloud-based telephone platform while offering a host of features that go beyond the traditional telephone. From the ability to register and use local numbers from over 70 countries, to send and receive SMS messages and more, JustCall allows you to take your telephone outreach to new levels. 

Key Features

  • Use local numbers from over 70 countries
  • Create personalised greeting messages
  • Auto-dial and connect calling
  • Voice transcription of calls
  • Advanced reporting of call data

Pricing

  • Standard – $25 per user / month
  • Premium – $50 per user / month
  • Enterprise – Request Quote (Minimum 100 users)

Lemlist

When it comes to preferred sales strategies, cold email generally gets a bad wrap.

And while the days of generic, bulk sending of email campaigns to email lists will probably not only cost you time and resources, it may also lead to your domain being flagged as spam.

Lemlist reinvents cold email outreach with its easy to use, intuitive platform that allows you to build highly personalised email campaigns that nurture and convert prospects into qualified sales leads at scale without the risk of your domain being flagged.

Key Features

  • Create highly personalised email campaigns
  • Ability to split test multiple campaign variables
  • Automate follow up via multiple channels
  • Sync data with your CRM platform
  • detailed reports on campaign performance

Pricing

  • Email Warm-Up – $29 per user / month
  • Email Outreach – $59 per user / month
  • Sales Engagement – $99 per user / month

Lusha

Being able to build a list of accurate leads for sales outreach isn’t easy. Incorrect email addresses, dated profiles and more often lead to you wasting countless hours in sales outreach.

Lusha allows you to build laser targeting lists for prospecting with access to 100 million profiles providing you with accurate sales saving you time and resources while ensuring you are reaching out to the right person within a company every time.

Key Features

  • Auto-enrichment of contact data
  • Filter contacts based upon specific variables
  • Integration support with your CRM and other sales platforms
  • Web extension for easy enrichment

Pricing

  • Starter – $0 per month (5 credits)
  • Professional – $99 per month (100 credits)
  • Premium – $199 per month (300 credits)
  • Enterprise – custom

Salesmate

When it comes to SaaS platforms that help grow your business, having a reliable CRM platform can make or break your business.

Salesmate goes beyond the traditional CRM platforms by offering a powerful, easy to use platform that increases your sales teams productivity and gives them a birds-eye view of every sales opportunity so that they know exactly who to focus on next.

From automating workflows to detailed sales reporting and built-in calling and text messaging Salesmate takes your team to the next level.

Key Features

  • Create automated, personalised outreach campaigns
  • Send SMS messages and make phone calls
  • Trigger activity reminders and sales actions with ease
  • Easily store, track and manage deals and contacts
  • Get detailed reporting on multiple data points

Pricing

  • Starter – $15 per user / per month
  • Growth – $50 per user / per month
  • Booth – $50 per user / per month
  • Enterprise – custom

ScrabIn

Looking to grow your social media reach on autopilot?

Scrab.in allows you to build automated, highly personalised lead generation campaigns through LinkedIn without you having to spend hours sifting through LinkedIn profiles daily.

In just a few minutes, you can have your LinkedIn campaign up and running that automatically searches, engages, connects and messages prospects on auto-pilot allowing you to spend more time in other areas of your business.

Once Scrab.in has done the heavy lifting for you, you can then continue to reach out to the most relevant prospects through more personalised messages.

Key Features

  • Scan and visit 1st, 2nd and 3rd profiles
  • Visit up to 15,000 profiles per month
  • Send automated messages and invitations
  • Export leads to CSV

Pricing

  • Plus – $12 per user (1 plus license)
  • Ultimate – $59 per month (1 ultimate license)
  • Ultimate – $399 per month (8 licenses)

Better Proposals

First impressions count and being able to present a personalised, eye-catching sales proposal that blows your target audience away isn’t always easy.

BetterProposals lets you create professionally designed, interactive proposals that make your proposal stand out from the crowd while also proving you with detailed insights into how each prospect engages with your proposal.

Key Features
  • Create professional, personalised proposals
  • Detailed insights on the proposal engagemnt
  • Automated follow up with prospects
  • In-built signature support
  • Secure payment processing

Pricing

  • Starter – $19 per user / per month (10 proposals)
  • Growth – $29 per user / per month (50 proposals)
  • Booth – $49 per user / per month

HelloSign

Working hand in hand with a high-quality sales proposal is being able to create a seamless contract signing process that makes contracts easy for you and your new clients.

HelloSign makes light work of legal contracts with their easy to use e-signing platform that allows you to create, sign and send legally binding contracts without the need of expensive legal teams or snail mail.

Key Features
  • Create professional, legally binding contracts
  • Send signature requests directly to new clients
  • Pre-created templates for faster sending
  • Adult trail support via time stamping

Pricing

  • Starter – $19 per user / per month (10 proposals)
  • Growth – $29 per user / per month (50 proposals)
  • Booth – $49 per user / per month

And there you have it, 7 top-rated sales automation tools that you can implement within your business to save your sales team time and money and help you grow your bottom line.

Ready to Increase Your Sales Teams Productivity?

Feel free to sign up for a free trial of these tools and see how much time your team has to focus on what matters most, selling.

Which tool are you most interested in trying and why? Let us know in the comments.

Happy automating!

Salesmate Review

Salesmate Review 2022: Compare Features, Pricing & More

When it comes to CRM platforms available on the market, there is no shortage of options.

However, one CRM that stands out from the crowd in terms of features and price that we can’t go past is no doubt Salesmate.

Since its founding in 2016, Salesmate has been at the forefront of innovating the way sales teams manage their workload on a daily basis.

But how does it come to some of the major players in the market?

In this Salesmate review article, we’re going to provide you with a comprehensive overview of Salesmate’s features, pricing and more to help make your decision process easier when it comes to choosing the right CRM for your business.

Let’s dive in!

Salesmate Review 2022

Overview

Having been founded only in 2016, Salesmate can often be considered as one of the newcomers within the CRM space, however, this hasn’t stopped it from disrupting an already crowded market and marking its name as one of the top-rated contenders within the industry.

With a focus on helping sales teams become more productive, Salesmate offers a diverse range of features in a well designed, easy to use platform that doesn’t break the bank.

This unique approach has lead to them win multiple awards within their space and is rated one of the top-ranking CRM’s on the market in terms of price, quality and customer service and they have no signs of slowing down in disrupting the market.

Features

Contact Management

Say goodbye to dated spreadsheets for managing your contacts with Salesmate’s contact management you can store and manage all of your most important contacts all under one roof.

Matched the ability to filter based upon specific criteria, view sales and engagement activity and auto-assign new contacts Salesmate makes light work of your contact management. What’s more, it also includes auto contact enrichment giving you up to date contact data when needed.

Pipeline Management

Get a birds-eye view of all current new and existing sales opportunities within your pipeline thanks to Salesmate’s pipeline management feature allowing you to prioritise sales opportunities and close new business with easier.

Salesmate also allows you to build tailored automation workflows that can be triggered when deals reach a specific stage within your pipeline so that your sales reps can focus on selling.

Smart Emails

Take your email outreach to the next level with Salesmates built-in email automation features which allows you to track email engagement activity, create personalised email templates for easier outreach and sync your email activity with your mails service ensuring accurate data for each and every contact.

Salesmate also allows you to create a shared team inbox for internal notes and increased collaboration across distributed teams.

Smart Queue

Never miss an important follow up again with Salesmate’s Smart Queue feature which allows you to create customised task workflows that automatically inform you which task needs to be completed next by your sales reps.

Salesmate also includes a smart dialer feature allowing you to automatically dial numbers saving your sales reps time day in, day out.

Sequences

Turn your sales prospects into warm, qualified leads like clockwork with Salesmate’s sequences feature which allows you to create tailored outreach workflows using a combination of email and text ensuring your brand is always front of mind with your audience.

Salesmate also allows you to trigger activity based reminders if and when needed ensuring you never miss a beat during the outreach process.

Customisation

Each business and unique and thanks to Salesmates customisation features, you can tailor it to match your business regardless of your industry, sales process, target audience or use case.

From building custom sales pipelines to field customisation, custom activity types, user roles and permissions, custom reporting and personalisation of timezones and currency Salesmate leaves no stone unturned when it comes to working with your business.

Mobile CRM

Salesmate makes it easy for you to work where you want when you want with their native Salesmate CRM application for both iOS and Android users ensuring that you have access to your most important sales data when you need it most.

With the ability to log calls, send emails using pre-created templates, manage deals and even notify you of important events when they happen Salesmate gives you the power to close more business regardless of whether you’re in the office or on the road.

Integrations

Salesmate allows you to work seamlessly with their growing list of native integrations allowing you to automate workflows within your daily tasks while ensuring your data is accurate across all platforms.

They also offer a diverse range of integration support using Zapier and Integromat which allows you to connect 1,000s of tools to Salesmate and automate just about any workflow you can think of.

Pricing

Salesmate offers a range of pricing options to suit businesses big and small and some of the most competitive pricing within the industry with plans starting from just $15/month.

  • Starter – $15 month/$12 per month (billed annually)
  • Grow – $30 month/$24 per month (billed annually)
  • Boost – $50 month/$40 per month (billed annually)
  • Enterprise – Custom

FAQs

How much does Salesmate cost?

  • Salesmate’s pricing varies depending upon the features you are looking for with plans starting from $15 per month.

Does Salesmate offer a free trial?

  • Yes, Salesmate offers a free 15-day free trial to get started.

Can I migrate my existing subscribers to Salesmate?

  • Yes, Salesmate allows you to import your existing subscribers and also has qualified Salesmates consultants who can assist you with migration.

What customer service options does Salesmate offer?

  • Salesmate provides support via live chat and email.

Alternatives

Still not sure Salesmate is right for your business, here are some other platforms we recommend exploring when choosing a CRM platform for your business.

Summary

Overall Salesmate sets the bar when it comes to providing a feature-packed, well-designed CRM platform with outstanding customer service to match.

 One thing that sets Salesmate apart from some of its competitors is its vision to go beyond the way we think and use CRM platforms to increase our sales teams efficiency and productivity on a daily basis saving you time and money in the long run.

If you’re looking for an affordable yet robust CRM that does the hard work for you then you can’t go past Salesmate for your CRM solution.

And there you have it! Our in-depth Salesmate review article provides you with an overview of its features, pricing and more to help you make the right decision when it comes to choosing a CRM solution for your business.

Ready to see if Salesmate is right for your business??

Get started today with a free 15-day trial which provides you with access to all features so that you can explore the platform in detail or let us take care of it for you with our Salesmate consulting services including account setup, data migration and more to ensure you get the most out of your CRM.

Happy automating!

Automate.IO Review

Automate.IO Review 2022: Compare Features, Pricing & More

Wondering if Automate.IO is right for your business? Let’s find out!

While Automate.IO isn’t the most known platform within the task automation space, that doesn’t mean it has nothing to offer in terms of features, price and value.

In fact, it’s often the underdogs within the SaaS space that tend to pack a punch when it comes to providing their customers with the best bang for your buck and outstanding customer service as they have to compete twice as hard to generate the attention they deserve.

So how exactly does Automate.IO stack up against some of the industry heavyweights?

In this article, we’re going to provide you with a comprehensive review of Automate.IO’s features, pricing and more so that you have a better understanding of how they compare so that you can make the right decision for you and your business.

Let’s get started!

Automate.IO Review

Overview

Automate.IO was founded in 2016 by a small but dedicated group of tech natives and while they are often considered as a newcomer to space, this hasn’t stopped them from positioning themselves a top-rated choice within the task automation platform space.

Based out of India and San Francisco they have managed to grow to a customer base of over 30,000 clients spanning 90 countries (and counting).

Given they were one of the later platforms to launch within the space, they have kept that startup culture alive while still providing a well-rounded platform that’s well worth considering when looking for a task automation platform for your business.

Features

Single and Multi-Step Actions

Whether you’re looking to automate simple tasks or more complex, multi-step automations, Automate.IO has you covered by allowing you to create automations that work for you.

Drag and Drop Interface

Say goodbye to complex interfaces and manual coding with Automate.IO’s easy to use drag and drop interface that’s built for even the most non-tech savvy business owners.

Pre Built Automation Templates

Not sure where you start when it comes to automating your business? Automate.io makes it easy with pre-built automation templates for all of your favourite business apps.

Advanced Controls

Not all data is created equally! Automate.IO allows you to filter, format, control and organise your data and apply advanced rules such as time delays and conditional logic saving you countless hours or data optimisation.

API Connector

Can’t find one of your applications within the pre-built integrations? Don’t stress! Automate.IO allows you to connect any app using their inbuilt API connector with webhook support.

Team Collaboration

Automate.IO makes it easy for you and your team to work together with inbuilt collaboration support allowing multiple team members to work on the same project at once.

Integrations

Unsure if Automate.IO works with your current SaaS platform? Don’t stress!

While Automate.IO currently supports fewer integrations than some of its competitors, they still offer an extensive number of integrations in just about every category currently supporting over 100+ of the leading SaaS platforms on the market with new app support being released regularly ensuring you’re making them a hot contender with the industry.

Pricing

Given the fact that they still have that startup vibe to them, there’s no surprise that they offer a diverse range of pricing options to suit businesses of all sizes with a free for life plan and paid plans starting from only $29 per month.

They also offer a 20% discount for annual subscriptions.

  • Free – $0 per month (300 actions)
  • Personal – $29 per month (2,000 actions)
  • Startup – $49 per month (10,000 actions)
  • Growth – $99 per month (30,000 actions)
  • Business – $199 (100,000 actions)
  • Enterprise – $399 (500,000 actions)

FAQs

How much does Automate.IO cost?

  • Automate.IO’s pricing differs depending upon the features you require and how many tasks you are looking to automate with plans starting from $0 per month

Does Automate.IO offer a free trial?

  • Yes, Automate.IO offers a 7-day free trial to get started.

Is my data secure?

  • Yes, while Automate.IO requires a direct integration with your chosen application to work your data is secured with multiple in-built security features.

What customer support options does Automate.IO offer?

  • Automate.IO provides support via live chat and email.

Does Automate.IO provide account setup and training?

  • Yes, Automate.IO offers account setup and ongoing implementation support for enterprise plans.

Is Automate.IO better than Zapier?

  • While Automate.IO and Zapier are similar in terms of features and functionality, they each have their own pros and cons to consider.

Alternatives

Not convinced Automate.IO is right for your business? Here are some other platforms we recommend checking out when choosing a task automation platform for your business.

Summary

While Automate.IO is still developing in terms of features and functionality, they do offer a well-designed platform at a competitive price when compared to Zapier.

They also offer great technical support and are adding features and integrations on a regular basis meaning you’re going to be able to make use of new features as they are released.

With this in mind, we recommend that you consider speaking with a business automation consultant or Automate.IO’s support team before implementing it within your business to be sure you are making the right decision for your business.

And there you have it, a comprehensive review of Automate.Io’s features, pricing and more to help give you a better understanding of the best task automation platforms available on the market.

Ready to Say Goodbye to Repetitive Admin Tasks Using Automate.IO?

Get started today with a free for life plan which provides access to their core features so that you can explore the platform first hand or lust us take care of it for you with our task automation consulting services including account setup, automation creation and more.

Happy automating!

Grow Your Recruitment Agency

7 Ways to Grow Your Recruitment Agency With Automation

When it comes to fast-moving industries, there’s no second-guessing that recruiters have it tough.

Not only are the rules for attracting and placing top-rated talent constantly changing, but new technology is also making it easier than ever for candidates and companies to source and hire directly bypassing the need for external recruiters.

So what impact does this have on new and established recruitment agencies and how can technology be used to grow your recruitment agency rather than hinder it?

In this article, we’re going to share some of the common ways you can use automation within your recruitment agency to not only help you find and attract the best candidates but also increase productivity giving you more time to focus on growing your brand.

Let’s dive in!

Ways to Automate Your Recruitment Agency

Screening Candidates

Finding the right candidate can make or break your agency’s reputation!

But with one opening often receiving dozens if not hundreds of candidates how can you effectively screen and filter the best candidates for each role?

By making use of platforms like Paperform and Typeform, you can collect detailed survey responses from candidates directly through your website or via email and then segment their response based upon specific requirements saving countless hours in manual screening.

You can then automatically import your best candidates into your preferred CRM platform using Zapier or Integromat so that you and your team know which candidates are the best fit.

Collecting Feedback

Knowing first hand what your candidates and clients are thinking can have a huge impact not only on your placements but also on your brand’s reputation.

While collecting accurate feedback from your candidates and clients should be straightforward, however, with never-ending emails and misplaced meeting notes this can make even the simplest of surveys challenges.

With platforms such as SurveyPlanet and SurveyMonkey, you can collect tailored feedback from your candidates and clients with ease.

You can then trigger custom events using platforms like Zapier and Integromat based upon each person’s individual response so that you never miss important feedback.

Scheduling Meetings

With a large majority of a recruiter’s time spent in meetings, it’s no second-guessing that scheduling and rescheduling meetings also takes a considerable amount of time

With time zones, national holidays and double-booked meetings having a major impact being able to create a streamlined meeting scheduling experience that just works is no easy feat. 

Thanks to platforms like Calendly and Acuity Scheduling, you can create a centralised meeting scheduling system for candidates and clients that syncs seamlessly with your existing calendar applications to ensure you’re never double booked again.

You can then automatically import the meeting data into your CRM or email marketing platform using Zapier or Integromat saving you countless hours in manual data entry.

Announcing New Vacancies

Another major productivity killer for busy recruitment agencies is announcing new vacancies.

Not only are you faced with promoting roles across multiple social media channels, ensuring your vacancies get the most exposure possible can have a massive impact on your results. 

With the help of platforms like Buffer and PromoRepublic, you can automatically cross-promote new vacancies across multiple channels at predefined times saving you the time of manual posting.

You can also then trigger automated email campaigns for suitable candidates using platforms such as ConvertKit and Drip using automated workflows built within Zapier or Integromat.

Following Up With Candidates

Whether it’s a successful placement or not, being able to follow up with each candidate in a timely manner not only ensures a strong brand reputation but also keeps them updated on their current placement status. 

Using platforms such as Drip and heyMarket, you can automatically trigger tailored responses to be sent via SMS and email-based upon the outcome of their candidature.

You can also then trigger follow up meeting invitations with your team to complete the next step within the hiring process using Zapier or Integromat.

Collecting Reviews

Being able to collect, manage and promote reviews from candidates and clients can be one of your best friends when it comes to generating new business through word of mouth.

However, being able to efficiently request and promote reviews can be a massive challenge.

With platforms such as Reviews.IO, you can easily collect, store and publish reviews from your most loyal clients and candidates while also providing your website visitors with reviews they can trust thanks to their included verified reviews feature.

Generating Candidate Referrals

What better way to complement your recent top review than with a candidate referral?

Not only have they just posted a glowing review of their experience with your brand, but they may also have friends or colleagues who are currently looking for a career change.

With the help of platforms like Viral Loops or ReferralCandy, you can automatically trigger referral campaigns sent to your top rated candidates and clients inviting them to share your company with their colleagues or friends.

Whether it’s a simple invite or an incentivised based offer, being able to generate new business through existing clients is one of the most underused marketing strategies out there that can benefit you and your clients.

And there you have it, 7 ways to grow your recruitment agency using automation giving you more time to focus on sourcing and placing the best talent.

Ready to Grow Your Recruitment Agency With Automation?

Feel free to explore some of the tools outlined within this article to see how each tool can be used to automate common workflows within your recruitment agency or Schedule a Free Automation Consultation with our team today about growing your recruitment agency using automation today.

Integromat Review 2021

Integromat Review 2022: Compare Features, Pricing & More

Considering using Integromat to automate your business, you’ve come to the right place.

With more and more businesses adapting to technology, it’s now more common for a business to be managed with just a handful of software platforms.

But what happens when you start to scale your business and need to incorporate payment gateways, support systems, project management tools and more?

Before you know it, your workday is consumed by manually inputting data into each platform to keep things running smoothly.

But what if there was a way to automate this so that you had more time to focus on what matters within your business? Say hello to Integromat.

In this article, we’re going to provide you with a detailed review of Integromat’s features, pricing and more to give you an overview of how you can use it to automate your business

Sounds good? Let’s get started!

Integromat Review

Overview

Aptly nicknamed “the glue of the internet” Integromat was founded in 2015 and has since grown to become one of the leaders within the workflow automation space now boasting a team of over 50 staff and 175,000 customers.

While their overall goal remains similar to Zapier, Integromat’s unique approach allows you to take your automation game to a whole new level while keeping the user experience simple to use no matter how tech-friendly you are.

So how does Integomat work?

Integromat works by connecting your most popular business apps and automating repetitive tasks between them (scenarios) reducing your team’s workload day in, day out.

These automations are triggered every time a particular action is completed within a particular business app, Integromat then transfers the data between each of the apps around the clock so you never have to worry about small tasks.

With support for over 250 apps (and growing), it’s easy to see why Integromat is a crowd favourite when it comes to automating workflows within your business

Features

Scenarios

As mentioned earlier, Integromat works by creating scenarios allowing you to automate common workflows within your business, your scenario will often depend upon whether it requires a single action to be completed or multiple actions allowing you to automate two tasks within the same scenario.

Once built, this scenario will continue to work around the clock within your business allowing you and your team to focus on more important tasks while also reducing the risk of human error.

Functions

For those looking to build complex formulas, Formulas allow you to perform a large number of varying transformations to your data automatically from changing the text formatting, converting data into different formats and more.

Say goodbye to hours spent manually entering and reviewing data once and for all.

Routers

Ever found yourself having to complete the same task over and over again? With Routers, you can easily duplicate the processed data and then have it run different actions based upon each predefined route.

From publishing the data to different social media networks to processing a customer payment and creating a new deal within your CRM at the same time as a new client signs up, Integromat has you covered.

Error Handling

One of the major features that set Integromat apart from its competitors is its ability to automatically process data in the event an error occurs.

Once an error has occurred, Integromat will automatically attempt to follow any one of the predestined paths you have created by either ignoring the error and processing the remaining data or attempting to fix the data while the scenario is still running.

In the event Integromat isn’t able to resolve the error, it can also pause the scenario allowing you to then manually diagnose the error and resolve it.

Aggregators and Iterators

Want to be able to run different actions based upon a specific data-type? With Integromat, you can create varied routers based upon different data types all within the same scenario.

Whether it’s automatically backing up PDF documents or automatically resizing JPEG images, Integromat makes easy work of heavy data management.

Iterators allow you to also split and process large batches of data in smaller, easier to manage batches reducing workloads and improving your overall data handling.

Templates

Unsure of where to get started with automating workflows in your business? Integromat provides you over 1,500 pre-built templates across just about every imaginable workflow allowing you to deploy popular workflows with ease and also providing you plug and play templates that save you countless hours having to create them from scratch.

Advanced Rules

For those looking for an additional level of automation, Integromat also allows you to create a variety of additional rules within each scenario to ensure your data is processed correctly regardless of its complexity.

From scheduling specific times for the scenario to be run to choosing a specific starting point within a data-set, Integromat makes it possible.

 Other Features

  • Add unlimited steps within each scenario
  • View and track scenarios in real-time
  • Review up to two months of data executions
  • Native mobile app support for managing your account 

Detailed Reporting

With detailed reporting, Integromat allows you to independently review each automation in detail and see how the data was received and processed giving you a full overview of each workflow allowing you to optimise each workflow accordingly.

If you wish your data not to be stored, you can also disable data keeping your data secure and private.

Integrations

Wondering if Integromat works with your favourite tool? Don’t stress!

Integromat currently supports over 250 of the leading SaaS platform’s currently available on the market and while this is considerably less than Zapier they support just about every major platform used to most businesses and are constantly adding support for new apps.

In the event you don’t see a supported application, they also offer advanced integration options through OAuth2 authorization and JSON.

Pricing

One of the major advantages Integromat has over its competitors is pricing offering the most affordable pricing within the space.

Integromat has plans to suit every business regardless of size with plans starting from $0 per month depending upon the features you require and the number of operations you wish to run monthly.

  • Free – $0 per month (1,000 operations)
  • Basic – $9 per month (10,000 operations)
  • Standard – $29 per month (40,000 operations)
  • Business – $99 per month (150,000 operations)
  • Platinum – $299 (800,000 operations)
  • Custom – Custom Pricing (800,000+ operations)

FAQs

How much does Integromat cost?

  • Integromat’s pricing varies depending on the upon the features you require and the number of tasks you wish to automate per month with plans starting from $0 per month

Does Integromat offer a free trial?

  • Yes, Integromat provides a free forever plan to get you started

Is my data secure with Integromat?

  • Yes, although Integromat connects directly with your chosen platforms they offer a host of security features to ensure your data is always protected

What customer support options does Integromat offer?

  • Integromat provides varied online support options based upon your subscription

Does Integromat provide account setup and training?

  • Integromat offers a large collection of guided video training and a highly rated customer support service to assist in setting up your account

Is Integromat better than Zapier?

  • Although Integromat and Zapier are very similar, they each offer some pros and cons depending upon your requirements

Alternatives

Not convinced Integromat is right for your business? Here are some other platforms worth exploring when deciding which task automation platform is right for your business.

Summary

With a vast offering of features, easy to use interface and top-rated customer service, it’s easy to see why Integromat is a crowd favourite within the task automation platform space.

While some may argue that their user interface is a little more complex than some of its competitors once you’ve spent some time getting to know the platform you’ll easily fall in love with it and the ability to automate just about any workflow imaginable.

However, we recommend speaking with a business automation consultant or 

Contact Integromat’s customer support team before implementing it within your business.

And there you have it, a detailed review of Integromat’s features, pricing and more to help you make the right decision when it comes to automating workflows within your business.

Ready to Automate Your Business Using Integromat?

Get started today with a free for life plan which provides you with access to all features you need to get started or let us take care of it for you with our Integromat consulting services including account setup, automation creation and more.

Happy automating!

Automate Your Accounting Business

6 Time-Saving Ways to Automate Your Accounting Business

While accounting is often considered as one of the longest established services within the business world, the speed in which the industry is evolving has resulted in even the most established accounting firms having to find innovative ways to survive.

And while technology has resulted in some roles of accounting being replaced, there are ways you can embrace technology within your accounting business so that you have more time to focus on what matters most… your customers.

So how exactly can technology be used to automate your accounting business?

In this article, we’re going to share some of the most common workflows you can automate to reduce the time you spend on repetitive admin tasks once and for all.

Let’s get started!

Ways to Automate Your Accounting Business

Scheduling Meetings

Being able to create a streamlined meeting scheduling experience not only saves your team countless hours of unnecessary follow-up it also provides your clients with a professional hassle-free user experience they’ll love.

Using platforms such as Calendly and Acuity Scheduling, you can create a centralised appointment scheduling system for your entire time that integrates seamlessly with your existing calendar applications ensuring you never miss an appointment again.

You can then automatically import the new leads data directly into your CRM platform using Zapier or Integromat allowing you to say goodbye to manual data-entry for good.

Streamlining Client Billing

Keeping client billing intact can be a challenge for even the most experienced accountants.

Thankfully with the help of platforms such as ClickTime and Harvest, you can automatically track the time spent on each client’s account providing you with an accurate summary of how much time you spent on each client.

You can then automatically send this data to your preferred invoicing platform every month using  Zapier or Integromat ensuring a streamlined billing process for you every time.

Qualifying Sales Leads

Offering a fast, professional and friendly service not only provides potential clients with a strong image of your brand, but it also allows you to better understand your leads exact requirements as soon as they first interact with your brand.

Using platforms such as Drip and heyMarket, you can automatically trigger tailored responses to be sent via SMS and email-based upon how they have interacted with your brand or what services they are enquiring about.

You can then import each sales enquiry automatically into your CRM platform using Zapier or Integromat for your team to follow up with.

Collecting Survey Responses

Maintaining an accurate record of client data can be an uphill battle if you’re used to doing so through dated PDF forms and email.

Thanks to platforms like Paperform and Typeform, you can collect detailed survey responses directly from within your website or via email simpy and segment your data based upon their responses saving you the need for manually reviewing each response.

You can then automatically upload this data within your CRM using Zapier or Integromat proving you with all the required information in one centralised location

Streamlining Contract Signing

Contact signing has come a long way since the need for hand-signed signatures and priority overnight mail packages to finalise new clients’ contact and then manually scanning and uploading those documents to your PC.

With platforms like PandaDoc and HelloSign you can electronically create, send, sign and store all of your legally binding documents all within one easy to access location.

You can then create a backup of each document within your Google Drive using Zapier or Integromat ensuring you never lose an important document again.

Onboarding Clients

Last but not least in our ways to automate your account business is the ability to automate your customer onboarding.

Thanks to platforms like Zapier or Integromat you can automatically trigger your invoicing platform to create and send a new invoice once a deal is marked as won or trigger your email marketing platform to send a series of onboarding emails.

You can also trigger announcements to be triggered within team collaboration tools such as Slack or new projects to be added within your team’s project management system, the possibilities are endless!

And there you have it 6 time-saving ways to automate your accounting business so that you have more time to focus on delivering an award-winning customer service.

Ready to Grow Your Accounting Business Using Automation?

Feel free to check out some of the recommended tools using the links provided for more details on how each tool can be used within your business or Schedule a Free Automation Consultation with our team today about growing your accounting business using automation today.

Zapier Review 2021

Zapier Review 2022: Compare Features, Pricing & More

Thinking about using Zapier within your business? You’re not alone!

With more and more businesses opting for SaaS platforms to build and grow their business the increase in time spent managing and processing digital data is growing.

And while in most cases, this can be seen as more productive than dated spreadsheets, the amount of time lost in manual data-entry still continues to be a problem for most businesses regardless of industry, team size or revenue.

So how can you reduce the time spent on manual data entry once and for all your company? With a little tool called Zapier of course.

But what exactly can Zapier do for you and your business? 

In this article, we’re going to provide you with a detailed review of Zapier’s features pricing and more to provide you with an overview of how you can use it to build and grow your business.

Sounds good? Let’s dive in!

Zapier Review

Overview

Zapier is often considered as one of the pioneers within the business automation space and judging by how fast they have grown, it’s easy to see why they are a crowd favourite within this space with a team of over 250 staff and growing.

So how does Zapier actually work?

Zapier works by connecting your most frequently used business apps and automating repetitive workflows between them (Zaps) saving your team countless hours of manual data entry. 

These automations are triggered whenever a particular action is completed within any of your business apps, Zapier then transfers that data to the second app of your choosing 24/7/365 giving you more time to focus on other tasks.

With over 2,000 apps currently supported Zapier has you covered when it comes to automating workflows within your business.

Features

Zaps

As previously mentioned, Zapier works by creating Zaps which allow you to automate repetitive workflows within your business, depending upon the task itself these Zaps can either be single-step or multi-step Zaps which allow you to complete multiple tasks within one workflow.

Once configured, this Zap then runs day in day out for your business giving you and your team to focus on bigger things while also reducing the risk of human error.

Filters

Filters allow you to apply specific rules to each workflow which will only run the automation when a specific type of data is received. This not only ensures your data is processed correctly it also reduces time spent on data processing and optimisation.

Formatters

Depending upon which platforms you are looking to automate, they often handle and process data differently within each platform. Zapier allows you to format this data to ensure it is accurately processed between each platform in the required format.

Once the data is received in Zapier, you can then select from a large number of formats to transform your data including grammatical, numerical styling and more before transferring it to the second app ensuring data accuracy every time. 

Webhooks

For more complex data processing, Zapier also offers the ability to create automations using Webhooks allowing you to receive data from any service and send data to a specific URL without the need for handwritten code.

From transferring data to spreadsheets, processing lead data and even transferring data from one webhook to another Zapier has you covered.

Custom Logic (Paths)

Custom Login (Paths) allows you to process automations in different ways based upon the data received giving you the ability to create multiple outcomes within one workflow.

Whether its sorting leads based upon how they are received, notifying different team members of a new task or more Zapier makes light work of data processing.

Auto-Replay

While technology can be used to make light work of heavy tasks, it occasionally breaks. With Auto-Replay Zapier will automatically attempt to replay a task five times in the event something went wrong the first time. 

The error may have been a result of a connection timeout or an error in the data that was received, in the event that it is unable to resolve the issue you will then receive an email notifying you of the issue so that you can troubleshoot and resolve it manually.

Team Collaboration

Depending upon the size of your business, you may have multiple team members working within Zapier at the same time.

Zapier allows you to collaborate with ease by providing you with unlimited team members accounts, the ability to restrict access to certain folders and account features as well as the ability to share workflows with team members as you require.

Account Security

Every business is different and when it comes to data processing and storage, this may differ greatly for enterprise and corporate businesses.

Zapier features a number of enterprise-level security features including user provisioning, app restriction, SAML single sign-on, custom data retention and more ensuring your data is secure regardless of your company’s industry, location or team size.

Integrations

Unsure if Zapier works with your prefered tool stack? Not to worry!

Zapier offers the largest integration stack within the market currently supporting over 2,000 apps (and growing) in just about every vertical you can imagine. From CRM’s to task management and customer support Zapier has got you covered.

Pricing

With its reputation as one of the leaders in the task automation space, Zapier does come in higher than some of its competitors, however, they offer a range of pricing plans to support every business regardless of size with plans starting from $0 per month

Their pricing also varies depending upon the number of tasks you wish to automate on a monthly basis so be sure to take this into consideration when comparing platforms.

They also offer 20% off on all plans when you pay annually and an additional 15% off for non-profits making them a great choice for businesses of all sizes.

  • Free – $0 per month (100 tasks)
  • Starter – $24.99 per month (750 tasks)
  • Professional – $61.25 per month (2,000 tasks)
  • Team – $373.75 per month (50,000 taks)
  • Company – $748.75 (100,000 tasks)

FAQs

How much does Zapier cost?

  • Zapier’s pricing varies based upon the features you require and how many tasks you are looking to automate with plans starting from $0 per month

Does Zapier offer a free trial?

  • Yes, Zapier offers a free 14-day trial to get you started

Is my data secure?

  • Yes, while Zapier requires a direct integration with your chosen application to work your data is secured with multiple in-built security features.

What customer support options does Zapier offer?

  • Zapier provides support via live chat and email.

Does Zapier provide account setup and training?

  • Depending upon your subscription level, Zapier does provide premium support and live training of their platform.

Is Zapier better than Integromat?

  • While Zapier and Integromat are very similar, they each offer their own pros and cons depending upon your individual needs.

Alternatives

Still unsure if Zapier is right for your business? Here are some other platforms we recommend exploring when choosing the right task automation platform for your business.

Summary

With its host of features, user-friendly design and outstanding customer support it’s easy to see why they are one of the leading task automation solutions on the market 

While they do come in as more experience in terms of pricing than some of the other platforms on the market this isn’t to say you shouldn’t consider using Zapier within your business as it is considerably less expensive than hiring a team to manage and process tasks manually.

With this in mind, we recommend that you consider speaking with a business automation consultant or request a free demo from Zapier before implementing it within your business.

And there you have it, a detailed review of Zapier features, pricing and more to help you make the right decision when it comes to automating workflows within your business.

Ready to Automate Your Business Using Zapier?

Get started today with a free 14-day trial which provides you with access to all features so that you can explore the platform in detail or let us take care of it for you with our Zapier consulting services including account setup, automation creation and more.

Happy automating!

Optimise Real Estate Agency Using Automation

How to Optimise Your Real Estate Agency Using Automation

Running a successful real estate agency isn’t easy.

Not only do you have to compete with a fiercely competitive industry, but technology and the internet have also changed the way people find, buy and sell their properties today.

And while even the most tech-friendly real estate agents may have a grasp on the new tools available being able to balance your time across multiple areas within your business can be challenging regardless of size.

So how can you optimise your real estate agency to get the most out of your hard-earned sales leads while ensuring your team is spending their time on what matters most?

In this article, we’re going to show you some of the most common ways you can automate repetitive admin tasks within your real estate agency so that you have more time to focus on your customers.

Let’s dive in!

Optimising Your Real Estate Agency With Automation

Following Up With Sales Enquiries

One of the biggest contributing factors of building a successful real estate agent is being able to provide a fast, professional and friendly service promptly. However, with so many sales channels available it’s often difficult to keep tabs on them.

With platforms like Drip and heyMarket, you can automatically trigger tailored responses to be sent via SMS and email regardless of what sales channel you receive an enquiry from ensuring you never miss a sales opportunity again.

You can then automatically import each sales enquiry into your sales CRM platform using Zapier or Integromat for your team to follow up with.

Collecting Survey Responses

Being able to quality and segment sales and rental enquiries helps you to better understand each lead’s and find the ideal property for them with ease.

With platforms like Paperform and Typeform, you can collect detailed survey responses via email or directly within your website and then segment each enquiry based upon their needs to ensure maximum return on your marketing results. 

You can then automatically upload this data within each contacts CRM record using Zapier or Integromat proving you with all the required information in one centralised location

Announcing Property Listings

Another way of optimising your real estate agency is ensuring your listings get the most possible exposure can have a massive impact on your monthly sales figures.

With platforms like PromoRepublic and Buffer, you can automatically cross-promote your property listings across your social media profiles on predefined schedules saving you the need to manually publish your listings daily.

You can then automatically share each new property listings link directly within your team’s Slack channel using Zapier or Integromat.

Streamlining Document Signing

Creating a streamlined contract document signing process not only creates a hassle-free customer experience allows you to accurately maintain, track and store your documents securely for easy access as needed.

With platforms like PandaDoc and HelloSign you can create, send, sign and store all of your legally binding documents all within one easy to access location.

You can then create a backup of each document within your Google Drive using Zapier or Integromat ensuring you never lose an important document again.

Scheduling Property Viewings

Being able to manage a busy viewing schedule with accuracy while ensuring you have availability that suits your potential customers can have a massive impact on your sales pipeline.

With platforms like Calendly and Acquity Scheduling, you can create a centralised appointment scheduling solution for you and your team members that integrates seamlessly with your schedule ensuring you’re never double-booked for an important appointment.

You can then automatically import the new leads data directly into your CRM platform using Zapier or Integromat keeping all of your most important data up to date.

Nurturing Sales Leads

Last but not least in our ways to optimise your real estate agency using automation is the ability to nurture sales leads with accuracy.

Keeping tabs on every sales opportunity is no small feat, even for the most experienced of real estate agents. So how can you ensure that your brand is always top of mind with your most qualified leads?

With platforms like ConvertKit and Autopilot, you can create tailored lead nurturing workflows that send triggered emails when a lead completes a specific action within your website or when a property matching their criteria is available ensuring your brand is front and centre when it matters most.

You can then create a follow-up task within your CRM using Zapier or Integromat once an existing subscriber engages with your email or website.

And there you have it, 6 creative ways to optimise your real estate agency using automation that you can implement within your business so that you have more time to focus on bigger things.

Ready to Streamline Your Real Estate Agency Using Automation?

Feel free to check out some of the recommended tools using the links provided for more details on how each tool can be used within your business or Schedule a Free Automation Consultation with our team today about streamlining your real estate agency today!

Marketing Automation Benefits

16 Proven Marketing Automation Benefits for Your Business

Unsure if marketing automation is right for your business? You’re not alone.

With so many tools, strategies and platforms appearing on the market almost every day it’s often hard to get caught up in the latest trend that promises the world only to fall short of your expectations when it comes to making a visible impact within your business.

So what is marketing automation and what are the benefits of using marketing automation within your business?

In this article, we’re going to break down some of the most common benefits of using it within your business to provide you with a better understanding of how it can help you to reduce your overheads and increase productivity.

Let’s dive in!

Benefits of Using Marketing Automation Within Your Business

  1. Improved lead nurturing
  2. Increased revenue
  3. Automated lead scoring
  4. Better data management
  5. Improved sales tracking
  6. Increased brand awareness
  7. Measurable results
  8. Personalisation
  9. Split testing
  10. Better campaign planning
  11. Improved return on marketing spend
  12. Improved productivity
  13. Improved processes
  14. Marketing and sales alignment
  15. Increased lifetime value
  16. Reduced overheads

Improved lead nurturing

A recent study conducted indicated that 92% of first-time website visitors aren’t ready to buy meaning that all of that hard-earned traffic is wasted if you don’t have a proven process for nurturing your website visitors into leads and customers.

Marketing automation allows you to nurture visitors with ease from the moment they land on your website right through to the moment they decide to be a customer removing the guesswork of knowing how they are interacting with your brand.

Increased revenue

Being able to effectively nurture your hard-earned website visitors into qualified leads not only improves your conversion rates but it also has a major impact on your revenue as well.

Research has proven that by deploying an effective marketing automation strategy can increase sales productivity by nearly 15% resulting in better cash flow for your business allowing to scale and grow your business faster.

Automated lead scoring

Ever wondered what separates a potential customer apart from a highly qualified lead?

Marketing automation allows you to know exactly which customers are most likely through automated lead scoring which provides you with a total score based upon how they have interacted with your website and content.

Whether it’s visiting your pricing page, downloading a lead magnet or completing a contact form you’ll never miss a beat with the help of marketing automation.

Better data management

With the world becoming more connected than ever, being able to accurately collect and store customer data is essential to successful sales and marketing strategy.

Marketing automation makes light work of this by automatically updating your customer data every time a customer interacts with your brand. From updating their phone number to importing data from surveys they complete you’ll be able to say goodbye to those dreaded spreadsheets once and for all.

Improved sales tracking

Being able to build an accurate timeline of how and when a new customer has interacted with your brand can not only help you determine what’s working and what isn’t but it also gives you a better understanding of their journey from visitor to paying customer.

With marketing automation, you can track and view the journey a customer takes including which pages they visited, how they found your website and more allowing you to better invest your marketing efforts and budget.

Increased brand awareness

Creating a reputable brand takes a lot of work, being able to build a reputable brand that gets noticed is even harder and yet, even though there are countless marketing platforms and channels out there getting the attention your brand deserves can be difficult without a large team of marketers and budget to match.

Marketing automation does the heavy lifting for you regardless of how big your team or marketing budget is by automating repetitive actions within your business including sending time-specific emails, scheduling posts across social media and more.

Measurable results

Keeping track of your campaign results is critical to measuring your return on investment, however, with so many metrics and data points available being able to tie all of these together to know exactly how your campaigns are performing can be difficult.

With marketing automation, you can easily track your key metrics all under one roof including emails sent, open rates, click-through rate and revenue generated to ensure you know how each campaign is performing every minute of the day.

Personalisation

Personalisation is key to ensuring you’re able to create a unique brand experience that makes you stand out from your competition while creating a lasting impression on every visitor, subscriber and customer that comes across your website.

However, being able to create a personalised experience for every visitor that comes across your website would require a whole army of marketers and sales staff if it was to be done manually. With Marketing automation, you can personalise every step of the way from displaying specific ads, adding the subscriber’s name within emails and more.

Split testing

Ever wondered if your audience prefers text-based emails vs graphic emails? Ever wondered if leads convert better after 3 days of signing up vs 5 days? 

With marketing automation, you can create tailored split tests to test every stage of your sales and marketing funnel ensuring you’re creating the best possible experience for your audience.

Better campaign planning

Ensuring your audience has a fresh batch of relevant content can be a mammoth task even for the biggest of companies, planning this content also takes an extensive amount of planning, research, creation and publishing regardless of your experience.

Marketing automation allows you to plan and create campaigns days, weeks and even months in advance by scheduling targeted engagements to be delivered when you need them.

Improved return on marketing spend

Generating a profitable return on investment not only improves cash flow within your business but also helps you to invest back into your marketing campaigns with accuracy.

Marketing automation allows your team to track and manage the return on investment across each campaign by providing you with detailed metrics on each campaign allowing you to determine how much it costs to acquire each visitor, subscriber, lead and customer. 

Improved productivity

Research indicates that office workers lose a third of their time to manual admin tasks, what’s worse is this is estimated to the global service industry more than $5 trillion annually.

With marketing automation, you can reduce time spent on repetitive tasks by automating common workflows in your business so that your team can focus on more important tasks including following up with warm leads and other tasks that require the human touch.

Improved processes

One of the major contributing factors of any successful business is being able to create a proven, repeatable process that can be deployed time and time again regardless of experience.

Not only does this help to reduce the time spent on specific tasks, but it also allows you to create tangible business assets and allows you to build and scale your business with step by step accuracy ensuring you and your team never miss a critical step again.

Marketing and sales alignment

Ensuring your marketing and sales team are aligning with your overall business can mean the difference between rags to riches. However, with so many working parts in each process being able to align these with ease can be a challenge.

With marketing automation, you can identify potential roadblocks within each stage of your marketing campaigns and use these to improve processes within your onboarding process, lead generation process or sales process to ensure complete synergy at every step.

Increased lifetime value

The only thing that is better than acquiring a new customer is acquiring a repeat customer who purchases from you again, not only are they familiar with your product and brand, it costs you far less to acquire their business every time they purchase from you vs a new customer.

With marketing automation, you can increase the lifetime value of your customer by creating tailored campaigns that allow you to upsell, cross-sell and down-sell with ease.

Reduced overheads

Last but not least in our list of marketing automation benefits is the added benefit of being able to reduce overheads within your business.

While hiring a team of talented and creative people will allow you to grow your business, hiring a team of people to complete tasks that can be automated at a fraction of the cost not only allows your team members to focus on bigger things but it allows you deploy systems that work around the clock for your business so that you don’t have to.

And there you have it, 16 proven benefits of why using marketing automation within your business can help improve your sales, marketing and bottom line with ease.

Ready to Grow Your Business Using Marketing Automation?

Feel free to check out our comprehensive guide of the leading marketing automation platforms available on the market which provides you with a detailed breakdown of each platform so that you make the right decision for your business.

Which topic did you find most interesting and why? Let us know in the comments.

Happy automating!