If these issues sound familiar to you, then it may be time to try marketing automation:

“When someone signs up for our email newsletters, our sales team tries to reach out to them but they are usually not ready to buy yet. How can we nurture them so that they are warm by the time they get to sales?”

“Sometimes things just fall through the cracks. We have big ideas around promoting our upcoming webinar or new eBook, but we’re disorganized when it comes to actually launching the emails, social media posts, and other marketing efforts.”

“When we send an email, we usually just send it to all of our contacts. We have high bounce rates and unsubscribes, and we end up accidentally sending emails to existing customers.”

“I’m really busy running other parts of the business so I don’t get around to building out all the workflows but I know we need to nurture our leads.”

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Companies that automate lead management see a 10% or more bump in revenue in 6-9 months time.

Source: Strategic IC

Marketing Workflows

Build bridges between the conversion milestones in your marketing funnel with automated workflows. For example, when someone subscribes to your email newsletter, what is the next conversion you hope they’ll make? Maybe you’d like them to download an eBook, but how do you nurture them towards taking that next step?

A marketing workflow could be triggered to automatically send a series of emails to new email subscribers that shares persona-specific content offers and encourages them to download. That way, you can engage with, educate, and nurture your new subscribers all without manually doing anything!

Here are just a few ways you can use automated marketing workflows:

  • Welcome NewSubscribers
  • Promote Content Downloads
  • Drive Webinar Registrations
  • Follow Up With Event Attendees
  • Re-engage Cold Leads
  • Meeting Scheduling & Reminders
  • Abandoned Cart Recovery
  • Gather Reviews and Feedback
  • Upsell Existing Customers

Dynamic Lists

When you want to send an email blast, how do you choose your recipients? Static lists may be outdated while sending to all of your contacts doesn’t offer any segmentation, making your message irrelevant to many of your recipients.

Dynamic lists are based on triggers that actively add and remove contacts without any manual adjustments. This allows you to tailor your message to a more specific audience and improve your engagement and conversion rates.

Dynamic lists can segment contacts by:

  • Lifecycle stage
  • Company size
  • Buyer persona
  • Engagement history
  • Industry
  • And more!

Plus, these active lists can be used for more than emails. You can also use them to enroll contacts into workflows, make smart content, and build custom reports.

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Task Automation

If you feel like there just aren’t enough hours in the day, marketing automation can help you take a load off. Automate repetitive tasks like these ones to save yourself time and mental energy:

    • Email scheduling
    • Social media scheduling
    • Marketing funnel updates
    • Reports and dashboards
    • Goal tracking and alerts
    • A/B testing
    • MQL triggers for sales follow up
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Automate the Marketing to Sales Hand Off


Streamline your marketing-to-sales hand-off process with the help of automation. Discover which leads are ready to be contacted and nurtured. Use automation to automatically hand off to the sales team for phone calls and one-to-one sales outreach.

  • Don’t waste time on unqualified leads
  • Identify leads that show high levels of engagement and likeliness to buy
  • Speed up your close rate by prioritizing hot leads
  • Get notified when prospects revisit and engage with your content or website

We can also create tasks and task reminders for sales reps to follow up with qualified leads. Notify your sales reps when new content is published so that they can begin using it in their sales conversations. Automatically update deal stages in your marketing and sales pipelines based on lead engagement and activities. And these are just the tip of the iceberg!

Automation can help you close the gap between marketing and sales to improve your MQL to SQL conversion rates and, ultimately, increase your revenue.

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