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Marketing automation that grows your sales.
Marketing automation uses workflows to run your communication with prospects automatically, taking routine work off your team’s plate.
An automated journey from lead to customer.
Automated lead management in Marketing Cloud helps your sales and marketing teams turn leads into customers and exceed their sales targets.
For example, record a new contact as a lead in the CRM, assign it to a sales rep and start an email campaign through a workflow: the first email goes out automatically within 2 hours, followed by reminder emails after 7 and 14 days.
Capture, qualify, score, route.
Lead capture
Automatically capture leads from defined channels such as contact forms, website visits, emails and phone calls.
Qualification
Not every lead becomes a customer. A lead who completes every field on a form scores higher than one who fills in only a few and is classed as qualified, so your team can focus on the leads most likely to buy.
Scoring
Qualified leads are then scored on further criteria: someone who has only signed up for the newsletter scores lower than someone who says they are ready to buy. Scoring shows when to act, so you are never too late and never overwhelm the lead.
Routing within the team
Send each lead to the right sales rep as quickly as possible, by region, product or any other criteria you set.
Lead nurturing
Keep leads informed at every stage of the buying journey. Set up introduction, follow-up and reminder emails in advance, and let automated emails, reminders and task assignments take away the manual work.
Not every conversation ends in a sale. That’s where automation comes in.
Marketing automation is an approach that helps you win new customers by running targeted digital campaigns with dynamic content automatically. Define your sales plans and stages, then tailor each campaign to every lead with personalised messages.
Marketing automation in action
See how CloudOffix Marketing Cloud brings the whole marketing flow, from campaign to sale, onto one platform.
More Marketing Cloud features
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MechSoft is a digital transformation and AI consultancy. Since 2008, we have helped organisations become more connected, agile and AI-ready.