A free consultation can help you determine if and how this is a fit for your business.
Schedule ConsultationAwareness Stage of the Sales Funnel
This article will focus exclusively on the awareness stage of the sales funnel. If you can move leads and subscribers into your CRM, your CRMs many capabilities can then be leveraged.
Automating Subscriber Management
Webinar participants, event attendees, Mailchimp subscribers, newsletter subscribers from other sources, HubSpot contacts, ActiveCampaign contacts, and people from many other systems can be moved into your CRM.
Thousands of different software specific connectors by Zapier will move data into your CRM (or other systems) automatically. This large pool of connectors means the software you have in mind can likely be integrated.
Connectors already exist to transfer your lead generation forms from HubSpot, LinkedIn, Facebook, and many other sources directly into your CRM.
These tried-and-tested tools – used by over 2 million businesses – are designed to sync data between your systems. These connectors are pre-configured to handle data transfers needed to integrate your systems.
Now your data can be accessed by your different systems, thanks to these connectors. Campaign triggers, lead management tasks, and many more automations can be performed. The remainder of this article will cover various automations.
Automating Drip Campaigns
Now that those customers are in your system, they can be part of your drip campaigns. IntelliClew can configure drip campaigns to send:
- Messages to customers on Facebook messenger
- Automated DMs on Twitter
- DMs on Instagram
- Specific content based on a user's answers to questions or customer specific data
Even if your CRM has issues with sending emails, reminders, follow-ups, or acting based on criterea you specify, Zapier can add this functionality on top of your CRM.
CRMs sometimes cannot send reminders, follow-up messages, or correspondences to whomever you want, at the time or condition you indicate, in the way you desire. Zapier is designed to extend your CRM. It adds hundreds of additional triggers that can be used to target customers in different ways.
Zapier allows these triggers, actions, and conditions for each action to be placed onto a diagram (a.k.a. a workflow). IntelliClew can set this up so that when the conditions you specify occur, the chain of actions you spelled out, will be followed to the letter.
Automatically Responding to Customer Inquiries, Requests, or Interactions
IntelliClew can configure your email to create auto-generated responses to customer inquiries or other requests. These responses are not immediately sent. Rather, they are saved as drafts. In this way, you can look over the created content before giving the confirmaiton to send.
These responses can be generated from a base of knowledge you specify such as your company's wiki, database, or another source of your choosing. If you don't hear back from the customer in a reasonable amount of time, the system can then inform a human to intervene.
Email handling systems can exist in countless shapes and sizes; this is only one example.
Automate Your Social Media Marketing
Maybe you would like to cast a wide net by posting to several platforms like Instagram, LinkedIn, and Facebook all at the same time. This feature can make following your content calendar easier. Or, perhaps you would like to send direct messages on your platform of choice to many people all at once.
Reduce your administration by leveraging Zapier's and IntelliClew's automation services to perform tasks like these in bulk. Other aspects of your content creation and curation can likely also be automated.
Would any of the above be a helpful solution for your business?
If you wish to learn how these solutions can be tailored to assist your business, you are welcome to schedule a free consultation by clicking on the red button below.
A free consultation can help you determine if and how this is a fit for your business.
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