Ensure your records only continue to be enrolled into processes that they continue meeting the criteria for, with the intent of driving them all the way through the process.
Utilize Content Stream to deliver consistent, time-sensitive content and stop the stream once they are disqualified from campaign - or closer to a buying decision.
Our Automation wizard takes you step-by-step in crafting a timeline of events that will trigger simple or complex interactions with your leads and customers.
Turn customers into brand loyalists by targeting won opportunities with post-sale content and cross-sell related products and services.
Commence a dry run of your workflows with our neat testing tool, ensuring your live data will meet the desired criteria or test actions against your internal testing list.
Enable Contacts to enroll in the same workflow multiple times if they qualify on interactions that can be repetitive; such as cart abandonment or a sales agent leaving a voicemail.
Let the data drive dynamic enrollment of intelligent processes. Don’t let the necessity of building a list drag you down.
Automation extends beyond marketing and can be leveraged to drive business processes and tasks. Save your team time by automating follow-ups, call scheduling, data updates and lead routing.
Bring all of your support channels into orbit and leverage critical data about your prospects and customers from ticket or case history to live chat sessions. All data matters.
Route leads, generate CRM Calls or Tasks; all based on form submission, email engagement or persona characteristics.
See how your automated workflows are influencing revenue being generated as well as revenue being closed, all within one manager.
Don’t wait to notify sales when key buying behavior is being exhibited. Deliver what sales needs; real-time ‘hand-raiser’ alerts as soon as the behavior is exhibited.
Round-Robin Lead-routing after form submit
Scheduling CRM Call to Re-activate Lost Opportunity
Schedule Recap Discussions from Recent Trade Show
Dynamic Sales Alerts to Key Buying Behavior
Email/SMS follow up with unconnected CRM Calls
Elevate and Alert Sales to Leads in ‘Hot’ Sales Stage
Keep Sales Engaged with Confirmed RSVP’s to Tradeshow
Courtesy Follow Up from Face-to-Face Meeting
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