Benefits and Goals of Marketing Automation

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With Act!, you have your customer data at your fingertips anytime, anywhere. The dashboard can be flexibly adapted to your workflows, and you can easily access customer contacts from integrated apps and email clients such as Outlook and Gmail. Your communications and calendar are always synchronized without having to switch back and forth between different applications. In addition, with relationship and task management functions, you can automatically send messages and reminders - you will never miss an opportunity to stay in touch with customers and prospects.

Even though our financial services company has a very small team, all employees need to be able to access and make updates to customer data. This is only possible if it is stored in a central location. With Act!, they can follow a unified workflow that, thanks to integration with the company's internal email system, ensures that information from new customers is captured completely, accurately and automatically. In addition, the team can track all contacts with customers and follow up by phone or email japan code phone at the right time. And the best part? Every team member sees these interactions and can easily take over when a colleague is on vacation.

Professional Marketing and Selling
You don't have to be a marketing veteran to get great results with Act!. It has all the tools you need to reach out to prospects, collect their data, and convert them into customers. Professionally designed, customizable templates help your email campaigns stand out from the crowd, improve open rates, and drive tangible results. Act!'s marketing tools are designed to go beyond the first purchase and encourage repeat and additional sales. Plus, opportunity and pipeline management features help you keep track of your leads and other sales opportunities so you don't miss a thing.

For example, our financial services company uses Act! to capture leads generated through an online form. Depending on the target audience they want to reach and their content offering, the company can then design a nurturing campaign. The ultimate goal of this campaign is to schedule a financial planning consultation. Along the way, email recipients are offered the opportunity to download additional content, such as a retirement planning guide.

Work Smarter, Not Harder