Sales Automation Manager was originally designed to automate the sales process, and its powerful features can also implement marketing automation. HereТs a recipe for achieving "total marketing automation" with SAM:
Generate marketing collateral to get prospects to visit your web site.
Design a web form to gather their contact information, and especially, to ask "qualifying questions" that indicate the size of the opportunity or urgency.
Setup Northwoods WebProspect to automatically merge the data from the web form into ACT and insert the contact into the Prospects campaign.
Design the Prospects campaign to "triage" contacts - route highly qualified leads to your valuable salespeople for telephone followup, and route the lower priority leads to an automated email campaign.
SAMТs flexibility lets you customize campaigns, including УdripФ campaigns. For example, SAM can send out personalized letters from your company President, from the CTO, from a specific salesperson, or from a sales engineer.
With careful design, you can reserve your valuable direct human interaction for only the most important clients or the most important touch points.
Workflow
Sales Automation Manager can also automate the workflow of a whole company. Workflow is just a sequence of steps. Because Sales Automation Manager can look at database fields and make decisions about Уnext steps,Ф it can automatically create Calls, Meetings, and To-dos, and it can guide each customer through the critical steps needed to execute an order. For example: many of our customers use SAM to automate mortgage loan fulfillment steps.
Why it Pays to Enhance ACT with Workflow |
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