Your Problems
Struggling with marketing and sales?
Growing a business is hard.
I’m sure you got into your business to do what you love or indulge in your particular skillset. Likely, you didn’t start your company because you love marketing and sales.
As a result, you’re probably struggling with some or all of these things:
- Keeping track of all your leads and all your customers
- Tracking using paper, spreadsheets or too many platforms, causing confusion and difficulty in updating and sharing data
- Consistently sending emails and texts, calling, or offering meetings to engage prospects and clients
- Keeping track of how many times you've contacted your leads and customers
- Tracking and addressing customer support issues efficiently
- Marketing to current customers regularly, offering them other products, services, and discounts they'd be interested in
- Reaching out to past customers to re-engage them
- Knowing how engaged each lead or customer is with your marketing efforts (how many opens or clicks with emails, results of calls and meetings)
- Consistently assigning leads and customers to your marketing and sales people
- Following up on all the activities of your marketing and sales people and their results
- Sharing the notes and files on each lead or customer easily with the entire marketing and sales teams
- Tracking how many deals you currently have and knowing what you have to do next to close them
Executing these tasks and tracking these metrics are key to optimizing your marketing and sales efforts.
Without doing these things, you’re missing out on revenue from current and potential customers because you’re not consistently staying in front of your target audiences.
You could do it manually. But a Customer Relationship Management (CRM) system and automated emails make this work much easier and faster with less chance of error.
Our Solutions
How marketing and sales tech can maximize your revenue
You will succeed at:
- Turning enquiries on your website into new leads that are then added to your marketing campaigns via contact forms and assigned to your sales or customer reps
- Sending out emails to specific segments of your audience – the men, those who got a pedicure, etc.
- Consistently sending out automated reminder emails to customers 6-8 weeks after their last hair cut, dye job, manicure or whenever they should come in for their next appointment
- Giving high scores to contacts who open your emails and click on links and then call them with incentives or just to give a personal touch
- Setting tasks for your sales or customer reps to make follow-up phone calls and record the results of each call
- Checking daily to see if your staff are fulfilling all their assigned tasks
- Scheduling emails offering discounts or promotions to clients after a set amount of time, like 6 weeks after they become a new customer
- Programming emails or setting task for reps to call and ask for Google reviews, testimonials, and participation in polls and surveys
You will succeed at:
- Turning enquiries on your website into new leads that are then added to your marketing campaigns via contact forms and assigned to your agents or customer reps
- Sending out emails to specific segments of your audience – renters, buyers, those who looked at townhouses, those who are 2nd time buyers, etc.
- Knowing what stage in the sales process each prospect or client is at – (Buying Property) Enquiry, Gather Requirements, Pre-Approval, Property Search, Property Tour, Negotiation, Home Inspection, Contract, Closing
- Consistently sending out automated emails to customers at the right time, like a thank you and further options after a site visit
- Giving high scores to contacts who open your emails and click on links and then call them with incentives or just to give a personal touch
- Setting tasks for your agents or customer reps to make follow-up phone calls and record the results of each call
- Checking daily to see if your agents or staff are fulfilling all their assigned tasks
- Scheduling emails offering discounts or promotions to clients after a set amount of time, like offering a referral fee 3 months after they’ve signed the lease or contract
- Programming emails or setting task for reps to call and ask for Google reviews, testimonials, and participation in polls and surveys
You will succeed at:
- Turning enquiries on your website into new leads that are then added to your marketing campaigns via contact forms and assigned to your sales or customer reps
- Sending out emails to specific segments of your audience – corporate taxes, bookkeeping, income taxes, workshop participants
- Knowing what stage in the sales process each prospect or client is at – Enquiry, Needs Analysis, Proposal, Negotiation, Follow-Up, Contract Signing, Closed
- Consistently sending out automated reminders to customers monthly for bookkeeping services or a series of emails leading up to corporate or income tax seasons
- Giving high scores to contacts who open your emails and click on links and then call them with incentives or just to give a personal touch
- Setting tasks for your sales or customer reps to make follow-up phone calls and record the results of each call
- Checking daily to see if your staff are fulfilling all their assigned tasks
- Scheduling emails offering discounts or promotions to clients after a set amount of time, like 2 weeks after they become a customer to attend a webinar
- Programming emails or setting task for reps to call and ask for Google reviews, testimonials, and participation in polls and surveys
You will succeed at:
- Turning enquiries on your website into new leads that are then added to your marketing campaigns via contact forms and assigned to your sales or customer reps
- Sending out emails to specific segments of your audience – those who traveled from Europe, those who traveled for business vs. pleasure, etc.
- Knowing what stage in the sales process each prospect or client is at – Enquiry, Discussion, Trip Proposals, Follow-Up, Negotiation, Closed
- Consistently sending out automated emails to customers at the right time, like 3-4 months after they last purchased a ticket, encouraging them to plan another trip
- Giving high scores to contacts who open your emails and click on links and then call them with incentives or just to give a personal touch
- Setting tasks for your sales or customer reps to make follow-up phone calls and record the results of each call
- Checking daily to see if your staff are fulfilling all their assigned tasks
- Scheduling emails offering discounts or promotions to clients after a set amount of time, like 8 weeks before the summer months
- Programming emails or setting task for reps to call and ask for Google reviews, testimonials, and participation in polls and surveys
You will succeed at:
- Turning enquiries on your website into new leads that are then added to your marketing campaigns via contact forms and assigned to your sales or customer reps
- Sending out emails to specific segments of your audience – cat owners, post-surgery check-ups, etc.
- Knowing what stage in the sales process each prospect or client is at – Enquiry, Consultation, Procedure/Consultation, Follow-Up Inquiry, Closed
- Consistently sending out automated emails to customers at the right time, like 3 months after they’ve brought their pet in for a procedure
- Giving high scores to contacts who open your emails and click on links and then call them with incentives or just to give a personal touch
- Setting tasks for your sales or customer reps to make follow-up phone calls and record the results of each call
- Checking daily to see if your staff are fulfilling all their assigned tasks
- Scheduling emails offering discounts or promotions to clients after a set amount of time, like 4 weeks after their final appointment
- Programming emails or setting task for reps to call and ask for Google reviews, testimonials, and participation in polls and surveys
You will succeed at:
- Turning enquiries on your website into new leads that are then added to your marketing campaigns via contact forms and assigned to your sales or customer reps
- Sending out emails to specific segments of your audience – different industries like financial services, health & wellness, etc.
- Knowing what stage in the sales process each prospect or client is at – Enquiry, Needs Analysis, Proposal, Negotiation, Follow-Up, Contract Signing, Closed
- Consistently sending out automated emails to customers at the right time, like 3 months after their contracted advertising period has ended
- Giving high scores to contacts who open your emails and click on links and then call them with incentives or just to give a personal touch
- Setting tasks to your sales or customer reps to make follow-up phone calls and record the results of each call
- Checking daily to see if your staff are fulfilling all their assigned tasks
- Scheduling emails offering discounts or promotions to clients after a set amount of time, like a series of emails starting 6 weeks before certain busy shopping seasons like Christmas holidays
- Programming emails or setting task for reps to call and ask for Google reviews, testimonials, and participation in polls and surveys
8 Reasons you need a CRM and email automation
1
Know how much money your company will potentially make at any given moment
Through the sales pipeline, track and review the progress of your sales team as they move contacts through the sales cycle.
2
Confirm prospects and clients are moving through the sales cycle
Track how many times your team has contacted leads and customers as the CRM can log all calls, meetings, and emails.
3
Make sure your marketing and sales teams are performing
Assign tasks and check if everything is completed or know when to step in if necessary.
4
Reduce time looking for metrics or info, adding data, delegating work and more
With CRM workflows, automatically create tasks, send email notifications, or send emails to contacts.
5
Ensure prospects and clients don't forget about you and your offerings
With automations for your contacts, you can schedule emails and SMS texts to be sent regularly with your branding, personalized messaging, polls, surveys – all at the click of a button!
6
Use stats to adjust your email and SMS campaigns for greater success
The automation analytics tell you everything your recipients do, so you can figure out what’s working, what’s not, and for who.
7
Know who your hottest leads are
With contact scoring, you can see who’s opened the most emails and clicked on the most links and then close in on that lead with a personal email, phone call, or meeting.
8
Target segments of your audience with different campaigns for more sales
With segmentation of your contacts, you can give your leads and customers exactly what they want to hear, increasing your chances for repeat and new business.
Still not convinced?
Maybe you’re worried that the CRM and email automation systems will be costly, but the software recommended is among the most affordable in the market for small businesses.
And investing in the setup is worth it because there could be hundreds, thousands, or tens of thousands of dollars sitting in your customer base and lead list that, without utilizing a CRM and automation properly, you’ll never earn.
Maybe you’re worried about learning and using new tech, but you’ll receive training, twice; most of the importing and organizing the data and creating processes – the hard work – will be done for you; and the systems chosen are simplified and user-friendly.
Getting the most out of a CRM and automations is about putting in the work; it’s just a matter of practice and forming new habits, and you’ll see the benefits.
If you’re not ready to chat yet, sign up for the educational emails to learn more first.
Testimonial
Email automation for 3D CityScapes is generating engagement from its 2500+ leads for its proptech services costing $75,000+!
Plans
Pricing
CRM Setup
Minimum
$2000 CAD
Flat Fee with Installments
- Importing of Leads and Customers
- Categorizing of Leads and Customers
- Sales & Organization Pipelines
- Creation of Custom Fields & Products
- Creation of Custom Dashboards & Module Views (for monitoring KPIs and activities)
- 5 Workflows for Automated Tasks and/or Emails
- Copywriting & Generic Images (Guidance & Approval Required)
- 1 Signup Form
- 3 Integrations (Zoom, Telephony, etc.)
- Testing
- Team Training
- Post-Launch Review, Modification, and Further Training After 1 Month
Email Automation Setup
Minimum
$2500 CAD
Flat Fee with Installments
- Importing of Leads and Customers into Lists
- Categorizing of Leads and Customers
- 3-5 Email Automation Workflows
- Creation of Email and Workflow Templates for Future Use
- Copywriting & Generic Images (Guidance & Approval Required)
- Contact Scoring Based on Engagement
- SMS Campaigns Possible
- 1 Signup Form
- 1 Integration (with specific CRMs)
- Testing
- Team Training
- Post-Launch Review, Modification, and Further Training After 1 Month
CRM & Email Automation Setup
Minimum
$4000 CAD
Flat Fee with Installments
- Everything in Both CRM and Email Automation Setups
- Integration of CRM with Email Automation System
