Marketing and sales automation

Still manually entering hundreds of products into sales platforms? AI driven marketing automation will do it for you!

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• Integration with suppliers: automatic retrieval of product data directly from suppliers and manufacturers minimises the risk of errors and speeds up the introduction of new products.
• Centralisation of product data: product information databases (e.g. PIM) simplify data updating and distribution to different sales channels. Setting up templates and rules for product data ensures consistency of presentation and facilitates the introduction of products from different categories.
• Automatic translations: for shops operating in multiple markets, the e-commerce automation can mechanically translate product descriptions into different languages.‍
• Generate product descriptions with AI: create eye-catching, unique product descriptions that are simultaneously optimised for SEO.

Sales department wastes a lot of time preparing offers with complex products or services? 

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• Significantly speed up the sales process: business process automation can simplify the offer preparation process to just entering a few key pieces of data. All you have to do is enter all the information into a clear form and the prices are calculated automatically. The process and calculations can be adjusted accordingly, depending on the requirements of your business. Shortening the quotation process will allow you to prepare more offers at the same time.‍
• Acceptance from technical people: if, despite automation, a quotation needs to be checked by a technical person due to its complexity, simplify the process as much as possible. At a certain stage, the CRM will automatically create a task and assign the relevant person. Once the task is closed, the offer will be sent to the customer.

Does preparing meeting notes and sharing meeting details with colleagues take up too much of your time?
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• Instant notes: by recording the meeting, artificial intelligence automatically creates a transcript and a concise summary of the key findings. You no longer need to spend time taking notes manually.
• Efficient interdepartmental communication: based on the automatically generated notes, other teams can receive key information, such as agreed rates, start dates or other details necessary for contract preparation. Automating this process allows work on the documents to start as soon as the meeting is over.‍
• ‍Minimising the risk of errors: thanks to the automation of business processes, all data is entered directly and accurately, eliminating the risk of mistakes when submitting data.

The sales department spends a lot of time analysing and presenting the results of its activities?

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• Integration of multiple sources of information: the automation of sales processes will allow all data (e.g. from forms or email campaigns) to be collected in one place. They will be automatically imported and updated in real time, ensuring that the information is up-to-date.
• Filtering leads: automatic classification according to segments, such as industry, company size or stage in the sales funnel, makes it easier to decide on the further handling of a lead.‍‍
• Clear presentation of data: sales automation relieves your team of the time-consuming task of preparing statements and reports on the results of their activities. Dynamic dashboards allow you to filter sales data and generate automatic reports.

Running multiple campaigns at the same time and struggling to analyse the data or take appropriate action?

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• Combining different platforms: integrating data from different sources (e.g. Google Analytics, Facebook Ads, Google Ads, LinkedIn, Mailchimp) will give you a complete picture of any campaigns you are running.
• Reliable data: marketing automation can remove duplicate or test data to ensure the information collected is up-to-date and relevant.‍
• Increase responsiveness: by aggregating all information in real time, you can assess the effectiveness of currently running campaigns in one place. You no longer need to go through multiple tools and analyse data in several places, effectively speeding up the decision-making process. Make dynamic decisions based on reliable data to significantly improve the performance of your campaigns!

Marketing team brings in leads and the sales department is still complaining about their quality? Improve communication between these departments with marketing automation.

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• Shared dashboard: present data from marketing campaigns and sales results in one place to automatically inform the marketing department about which customers have been converted. With this marketing automation, you will know from which channel, which segment and which problem your customers are coming to you. This will make it significantly easier to run campaigns, as marketing will not have to constantly ask which activities have actually converted and which have not.‍‍
• Improved communication: by integrating the data, the sales department will be able to easily pass on any feedback on incoming leads and the marketing department will not waste time forever negotiating with sales.

Do you want to run lookalike campaigns, but profiling customers is time-consuming and requires a lot of commitment? 

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• Automatic segmentation: specify which criteria define your target customer and which should exclude them from the campaign (e.g. company size, age). This will automatically segment your CRM data into two lists.
• Auto-complete campaign data: marketing automation will send the relevant data from your CRM database to Google Analytics, Facebook or any other tool from which you run an advertising campaign.‍‍
• Speeding up the process: implementing marketing automation will ensure that your campaign data is auto-complete, thus reducing the process of setting it up twice while increasing the efficiency of your operations.

Too much time passes between a lead arriving and a salesperson being assigned to it?

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• Facilitated lead take-up: sales automation will send a notification to the channel where all your salespeople are, so that from the alert they can take up the lead with one click! This way, the information about the assignment of a salesperson to a lead will reach all team members at the same time.
• Automatic assignment of a salesperson: if no employee takes action, one of your salespeople will be automatically assigned to the lead, taking into account the type of product or employee absence.‍‍
• Sending emails directly from your communicator: thanks to sales automation, you will take all actions using your communicator's mobile app (e.g. Slack, discord)! Not only will you ‘take over’ the lead, but you will also send them an email from a predefined template that you can easily customise.

Do you want to send personalised content but do not want to spend time manually selecting it?

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• Automatic prospect segmentation: enter the relevant tags to automatically assign prospects to predefined groups. This ensures that you only send them newsletters or outbound campaigns in which they are likely to be interested (e.g. a person who has left an email under an article about a particular product will mainly receive content related to that product).‍‍
• Sending relevant content: by segmenting into groups, marketing automation will send any content for you! Emails or messages will be personalised and appropriately checked (e.g. for spam) before sending. Appropriate personalisation and content selection will significantly reduce the chance of recipients unsubscribing to your newsletter.

Are your products so complex that customers do not receive a price directly on the website, but only after contact with support and an initial analysis?

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• Speed up the process: if up to now your sales department has spent many hours consulting customers to prepare an initial quote for them - then change that! Introducing this online sales automation will allow you to automatically provide the price directly on your website. The customer will fill in all the required data themselves and the sales automation will give them the price in seconds! This way, your sales department won't waste time with pricing that you don't even know will convert! ‍‍
• Increase conversions: with configurators on your product page you will increase customer conversions - not every potential customer has the time or inclination to contact support. This automation will also help dismiss customers for whom the price barrier is impassable. Don't wait and speed up your sales department by introducing quote automation!

Would you like salespeople to identify additional sales opportunities during meetings with potential customers?

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• Up-to-date knowledge base: the automation of sales processes allows you to integrate not only the data you have already collected, but also automatically collect any information that arises in real time.‍
• Information to support sales: it is really up to you to decide what data is required and recorded. Define the key aspects in your industry in order to make sales decisions based on them (e.g. who your buyer persona is or at what point a customer makes a decision to buy a product). With such a database, your salespeople will be able to quickly check the cross-sell opportunities with the decision-maker before or during the meeting. Such activities, based on previous data, will have a much higher conversion rate.

You've turned on your Google Ads or outbound campaigns, your landing page has stopped working and you didn't even know about it?

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• Automatic monitoring: marketing automation allows you to constantly monitor any pages and forms on which you are campaigning for any technical issues. 
• Real-time notifications: thanks to continuous monitoring, an automatic alert will be generated in the event of errors. Inform the relevant technical people so they can resolve the problem as quickly as possible.‍
• Failover: in most cases, the problem can be solved automatically, just set the appropriate actions (e.g. try to restart the database server 3 times or restore the last working version).