Marketing and Sales Automation, CRM & Technology Selection

Our Focus is on Driving Your Business More Revenue Through...

Your business is probably not tapping into the awesome power of automation

Your team may not even know what’s available and how to harness automation to its full potential! So much is changing, and it feels like it’s changing almost daily, it’s hard for a team to keep up with.

That’s why we offer this service

Each business is different. Some businesses have a powerful CRM, while others are using a makeshift one, or none at all. I have worked with many businesses and colleges (see our client list) to see firsthand how many of them need a more strategic approach to their technology. 

We use our collective knowledge, and experience to work for your business. We take the best of all of these secret shops and help you leverage technology to build the best sales process. We evaluate your entire buyer’s journey help you weave in the right set of technology, strategy, content and outreach to drastically grow your revenue.

During our secret shops, we observed how businesses have set up their marketing automation and sales process. For instance, we would often receive an automated email response that my information was received. Often, I wouldn’t see much else, or an occasional email blast, or a lead nurturing campaign.

Only a handful of businesses were executing a robust lead nurturing strategy. This is your opportunity to do better!  Below you’ll read all the reasons it’s vital your college invest in a sales strategy that includes marketing and sales automation including text, emails, and phone calls. It is also imperative your college consider leveraging technology to include Chatbots on your website and on your social media accounts

We can help you execute every aspect of your marketing and sales strategy. Now is the time to invest in your sales process and drive your university more revenue

Let’s start with the power of Marketing and Sales automation. This can be done with many CRM’s and some email providers that have automation.

 

Contact us today to discuss how we can help you grow sales, automate more of your efforts while personalizing your communications, and help you to create a consistent sales experience that produces results!

Watch this 90 Second Video to Better Understand the Power of Automation

Want To Boost Your Sales?

We help to identify friction points in your marketing and sales process to create better experiences for prospective buyers. And we delight them, turning them into brand evangelists.

Your Sales Team are Wasting 41% of their Time on Tasks You Can Automate

Research shows that knowledge workers spend a good chunk of their time (41 percent, to be exact) on discretionary activities that offer little in the way of personal satisfaction and could easily be delegated.

Need a CRM? We can Help with Selection and Set-Up

One of the many ways we help colleges is by assisting them in sourcing a CRM, based on their short-term and long-term needs, along with helping your team set up the CRM automation processes, including:

  • Duplication Rules
  • Lead Nurturing Cadence
  • Dispositions and Lead Statuses
  • Behavioral and Conditional Triggers
  • Reporting and Metrics
  • and the list goes on

We also work with your team to create the right set of reports to make sure you are tracking the correct metrics.

Use call automation, and marketing automation to help you deliver a fantastic sales experience to each and every prospective buyer. Let’s start delighting future buyers today!  

With Our Help, Your Sales Team Should be able to Automate:

  • Emails, text messages, and phone calls
  • Qualifying prospective students
  • Confirming upcoming appoints
  • Sending out communications- if appointments are missed- and so much more.
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Let’s take the time-wasting tasks away from your Sales team and put them where they belong, with technology. 

One of the many ways I help businesses is by assisting in sourcing:

We Have Been Where You Are

We have worked at businesses struggling with sales, reporting, and tracking. We knew something things were working, but we couldn’t pinpoint what was working and why.  

After 20 years of tracking leads, marketing, and sales, let us help your business create a sales process that may include automationlead nurturing, and proper tracking/reporting.

Our goal is to help your business use technology to:

  • Save money
  • Remove data entry
  • Automate lead distribution
  • Automate reports, marketing spend tracking, sales team performance, etc.
  • Streamline your sales process by automating time-consuming, repetitive tasks
  • Allow more time for your staff to have meaningful conversations
  • Get more transparency on what is working and what isn’t working
  • Set-up marketing automation including lead nurturing and a sales cadence
  • Set-up sales automation
  • Set-up behavioral triggers
  • Lead scoring
      •  

If you are not using a CRM to its full advantage, let’s chat. 

You can’t improve upon what you can’t track. Let’s start tracking your sales results today. 

Contact us today to discuss how we can help you grow revenue, automate more of your efforts while personalizing them at the same time!

Sourcing an Inbound/Outbound Call Center

Many businesses are looking to augment their sales efforts by finding a call center to help make more outbound sales calls, schedule tours, and/or inbound to answer calls.

We can help to source an inbound/outbound call center to answer calls and make calls if your team isn’t able to do it or to account for seasonality.

We can help source an inbound/outbound call center to answer calls and make calls if your team isn’t able to do it or account for seasonality. The call center can help schedule appointments for your in-house team to demo. This can save your team countless hours and allow them more time for meaningful conversations

We offer collaborative solutions to help execute your marketing strategies.

Think about how much Rep morale can go up if the Rep isn’t manually calling prospects all day long without making contact. Leaving voicemails or sending emails without replies can become demoralizing.  Let’s use more sales automation, so your Sales team can spend more of their time giving demos and having meaningful conversations. 

What is Sales Automation?

With the right set-up, your Reps should be able to automate:

  • Automate emails
  • Building value for your organization and getting someone more excited to speak with a Rep
  • Or send custom emails using pre-written templates (and adjust a line or two, as needed)
  • Qualifying prospective students
  • Sending out text messages
  • Confirming upcoming appoints
  • Sending out communications based on lead status changes and actions. (ie. if appointments are missed then a set of communications go out to try to get the prospect to schedule a new appointment time
  • And so much more

Let’s take the time-wasting tasks away from Reps and put them where they belong, with technology. 

What is Marketing Automation?

Let’s work together to set-up your marketing communication triggers. These triggers tell the system to send out communications on your business’s behalf, based on a set of rules your team sets up (with our help— if needed).

These triggers can include sending a set of personalized emails, text messages, phone calls, appointment/ calendar reminders and so much more! We want to integrate these communications and tell your unique story and build value for your business. We want to take your prospective buyers on a journey that builds value for your organization all along the way.

Email blasts are becoming less effective each day, but personalization can help your organization to break through the clutter and differentiate. Plus, with automation, we can send out text message triggers based on lead status or other criteria.

Marketing automation helps with:

  • Data Collection
  • Segmentation
  • Workflow
  • Delivery

Let’s Use Some Examples to Help Illustrate How Communication Triggers Work

A lead goes into your CRM, and your CRM system will send out an amazing first email with a video inviting the prospective student to learn more.

Then your system calls the prospect in less than 5-minutes of the lead coming in. Read our blog post on why speed-to-lead still matters. If the prospect answers the phone, then your CRM can transfer the prospective student to the next available sales team member to have a meaningful conversation about your business, or to schedule an appointment at another time.

If no contact is made, your system can send out a set of text messages, including MMS to build value for your university and help the prospect see why they would want to learn more about attending your university.  If you are not familiar with MMS, please read our blog post to understand better how your business can get a 98% open rate on text messages.

Automation Starts on Your Website | What Should Happen Next

When someone fills out a request for information form on your website, the contact information can automatically be sent into a CRM.

The CRM can be set up to send out an email confirmation and immediately call the lead. Your CRM will need a power dialer to do this. Otherwise, your Sales team member will need to call the prospective buyer manually. 

Once the prospective buyer picks up the phone, your power dialer can connect the prospect with the next available Sales team member or call center. If someone in Sales team is out sick or on another call, the system will not connect the call to this person in sales.

Technology can drastically improve your sales experience with sales automation, marketing automation, and call automation in the last few years.  

Find out how a CRM can free up your team to have more meaningful conversations with prospective buyers. With marketing automation, it won’t matter what day or time the inquiry is created; Friday night, no problem. You can set up marketing automation to kick in and starts your communication sequence to get the prospective buyer ready to speak with someone on Monday morning.

If you set up your Marketing Automation right, you may not need to staff up your Sales team, as your Marketing Automation has done most of the heavy lifting, and the prospect is so invested in your business that he or she can wait until Monday to speak with someone. 

Use automation to get leads more sales-ready when they do speak with someone in Sales. 

Set prospects up on a lead nurturing cadence to build value for your business.

Use call automation, sales automation, and marketing automation to help you deliver a fantastic sales experience to prospective buyers. Let’s start delighting future buyers today!  

Plus, your Sales team should be able to automate emails, qualifying prospective students, sending out text messages, confirming upcoming appoints, sending out communications- if appointments are missed- and so much more. Let’s take the time-wasting tasks away from your sales team and put them where they belong, with technology. 

If you are not using a CRM to its full advantage, let’s give connect. You can’t improve upon what you can’t track. Let’s start tracking your sales results today. 

I can help your team set-up your marketing and sales automation. I can work with you to create the right set of reports to make sure you are tracking the correct metrics. 

Let’s put our expertise to work for you to set up your marketing automation cadence and your sales automation.

Contact us today to discuss how we can help you grow revenue, automate more of your efforts while personalizing them at the same time! 

Learn more about Renee Seltzer.

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