Marketing Automation Software for Financial Services
Marketing Automation for Financial Services helps you build stronger long-term relationships with clients, agents, and advisors. The Software is designed to help you to improve brand consistency, generate more sales, and transform your digital presence. The tool has the following functions: in-depth prospects tracking, powerful lead nurturing, Sales and Marketing collaboration, ROI Pipeline Reporting, easy email Marketing, Salesforce Integration, Prospect Grading and scoring. The list of benefits of this software includes but is not limited to improved customer experience, better quality of leads and an increased number of leads.
ActiveCampaign is a platform that helps businesses automate customer experiences and build meaningful connections with their customers. Since 2003, ActiveCampaign has created tools that are both powerful and easy to use – because growing businesses don't always have the time to set up new tech. Today, 80,000+ businesses use ActiveCampaign for their email marketing, marketing automation, or CRM.
Pardot enables organizations to track and measure the effectiveness of their communications, gain insight into user's behavior, and personalize content across campaigns based on any number of specific criteria. You've heard the axiom, Right Place, Right Time. With Pardot, you can be sure that you're speaking to the right person at the right time with the right language.
Drip is the world's first ECRM (an E-commerce CRM) designed for building personal and profitable relationships with your customers at scale. E-commerce marketers around the world are starting to see their customers in true color with Drip features like comprehensive tracking, hyper-segmentation, and robust email marketing automation. They're graduating from typical email platforms, bloated CRMs, or overhyped marketing automation tools, and making more money with Drip.
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What is Marketing Automation Software
Marketing Automation Software allows to automate routine processes and help marketers to improve their efforts. This kind of software is able to analyze user behavior and target customers effectively with automated messages. Emails, sms, retargeting campaigns, setting tasks and other channels can be used in the most effective way to generate sales leads.
With the help of Marketing Automation Software you can create personalized communication processes within different customer segments.
- First ad campaign shows up for people who never visited your website;
- Second campaign for those, who visited your site, but didn't submit an application form;
- Third campaign for those, who submitted the application form, but didn't make a purchase;
- Forth ad campaign for those, who made a purchase and are willing to buy another product.
The entire customer journey must be created in advance. Every ad campaign can be run and controlled automatically. There are different communication channels in the various scenarios. You get started with Facebook and Google ads followed by emails and finally you reach a customer with text messages in chat-bot and sms. Scenarios can vary. The main thing to understand about it is that Marketing Automation is a pre-designed sale funnel that a user follows and every customer segment has its different way.
The difference between simple sale funnel and Marketing Automation
To some extent they are the same. "Classical sales funnel" is a part of Marketing Automation.
Most companies have linear sales processes. For example: User gets on your website by a search engine, looks through the information, gives you a call, reads your offer, makes a prepayment, gets a product or service.
But in fact, the customer way is much more difficult. The first step involves information search and using keywords on Google. That is the exact moment when you can run your first ad. After that, he clicks on your ad and visits your website without leaving his contact details. Next step is the moment to show retargeting campaign. The customer clicks on the retargeting ad and gets on your website again.
At this stage he is reading an interesting article or watching a video, which sells your product natively. Finally, he submits the form and leaves his email. Having received his contacts you start targeting him with helpful content via emails. It is important for a salesperson to give the customer a call and find out about his needs. He adds a tag and some notes to filter the customer In CRM.
Marketing Automation Software processes it and automatically launches another campaign, after terminating the previous one. Imagine, that you have a remote with button №1, №2, №3. When you press a button, the system launches the whole series of actions and communication chain with your leads.