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    LINK MARKETING CAMPAIGNS TO SALES, AND
 AUTOMATE YOUR SALES PROCESSES WITH CRM &
 MARKETING AUTOMATION

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OUR 3 STEPS TO BUILDING A

HIGH CONVERTING

EMAIL MARKETING CAMPAIGNS

DRIVE MORE LEADS

We connect your CRM or Marketing Automation platform with your website forms to track anonymous website visitors into leads and sales opportunities.

MAKE MORE SALES

Nurture leads with automated lead nurture campaigns . Score leads to identify sales ready leads. Cross sell, up sel l, ask for reviews and referrals – all automated!

ASSESS MARKETING ROI

Track the source of new leads back to marketing campaigns on Facebook and Google Adwords. Finally link marketing to offline sales to uncover the true marketing ROI .

OUR 10-STEP PROCESS TO

AN EFFECTIVE CRM & MARKETING

AUTOMATION PROGRAM

 

1

BRIEFING

Understand your business requirements

We start with a Planning Workshop to understand your lead nurture processes, sales processes and follow up processes, with the goal of prioritising how we setup the CRM and which marketing automations we build.

2

DATA

Custom fields mapping

Based on the information requirements you have for every new lead and customer, we will map the custom fields in the CRM.

3

MIGRATION

Data migration from your existing platform

Our team will transition all your data (customer lists, automated campaigns, email history) from your legacy systems into your new CRM.

4

USERS

Invite your team to the platform

We’ll setup each of your team members as users in the platform, tailoring access with different permission levels as required (for example, only provide access for manager at a specific location to their sales pipeline).

5

PIPELINE

Setup your sales pipeline

We create a custom sales pipeline that is tailored to your sales process. This allows you to quickly view all leads by pipeline stage, quickly showing potential revenue in the pipeline and actions to take.

6

FORMS

Integration of forms on website

We’ll setup all of your enquiry and conversion forms on your website and sales page to integrate new lead data straight into your CRM. This setup also enables on-site tracking so that you can see every lead’s interaction with your website over time.

7

TASKS

Setup automated tasks and deals

We then create all the required tasks that will be automated in the system. For example, a new lead comes in and we have a task that creates a new Dead in the sales pipeline, assigns it to the sales manager, and creates a task for the sales manager to assign the deal to a salesperson.

8

CAMPAIGNS

Develop marketing automation campaigns

Now we’ll develop the marketing automation campaigns we mapped out in your Planning Workshop. Common campaigns include lead nurture sequences, sales processes, customer onboarding series, review and referral requests.

9

REPORTING

Set up of reporting dashboards

To wrap up the setup of your new CRM, we bring your CRM sales data into a reporting dashboard to give your team an executive snapshot of marketing and sales performance all in one place.

 
 

10

TRAINING

Training for your team

Finally, to move the CRM into production your team members need to know how to use it. We provide training to bring your team up to speed.

 

We Believe In Helping Businesses Grow By Delivering Profitable

Digital Marketing With Four Unique Pillars Of Service:

PROVEN DATA-DRIVEN STRATEGY

WITH TRANSPARENT SERVICE & REPORTING

TIED TO CLIENT
GROWTH KPIS

ALL BY A RESPONSIVE TEAM THAT REALLY CARE

WHERE DOES

CRM & MARKETING AUTOMATION

FIT INTO YOUR CUSTOMER ACQUISITION FUNNEL?

Boom! You’ve got a new lead! Now what?

Your CRM and Marketing Automation platform is there to help streamline, standardise and automate your marketing and sales touchpoints.

We use this technology to nurture leads, support sales processes, deliver delightful customer onboarding, cross sell and upsell, and ask for reviews and referrals.

Your CRM & Marketing Automation program fits into the Make More Sales stage of your customer acquisition funnel :

 

1. PLAN TO WIN

Digital Strategy

Sales Funel Design

Analytics & Reporting

2. REACH MORE PEOPLE

Facebook Advertising

Google Adwords Advertising

Social Media Management

Search Engine Optimisation

local Search Optimization

3. DRIVE MORE LEADS

Web Design & Development

Conversion Landing Pages

Conversion Rate Optimisation

Content Marketing

Lead Magnets

Reputation Management

4. MAKE MORE SALES

CRM & Marketing Automation

Email Marketing

Sales Copywriting

FREQUENTLY ASKED QUESTIONS

Q. What are the top benefits a CRM can bring to my business?

A. A CRM, or Customer Relationship Management platform is there to help you manage your customer relationships at scale. It allows you to streamline, standardise and automate your marketing and sales processes. It can also play a valuable role in reporting and understanding your sales pipeline and manage your sales team.

Q. Can you migrate my data from one CRM to another?

A. Yes! Part of our service for setting you up in our customer CRM is to migrate your data from your existing CRM provider to our solution.

Q. Can you advise on integration options between various systems.

A. Yes! We will make strategic recommendations on integrating your CRM with any backend systems you use to run your business.

Q. Can the CRM integrate with my cloud accounting software such as Xero and MYOB?

A. Yes! We can (and have) integrated our client’s invoicing and accounting from the CRM into cloud based accounting platforms saving them hundreds of hours of manual processing.

Q. What do you need from me to get started?

A. Our first step in rolling out a CRM build is a business process automation workshop to understand your business, map out your sales processes, and step through the different marketing automations which would add value to your business. We’ll need you involved in this!

Q. How do you decide which CRM is right for our business?

A. It really comes down to doing a needs analysis of your business, data capture and business process requirements. Then evaluating the various CRMs on the market to find the platform with the right features and price point for your business.

Q. Can you design and setup custom marketing automations for me?

A. Yes! We run business process automation workshops to understand your business, map out your sales processes, and step through the different marketing automations which would add value to your business.

Q. How can marketing automation help my business?

A. Marketing automation allows you to streamline, standardise and automate your marketing and sales processes. It saves you time, and allows you to service more customers while delivering a quality experience as you scale.

Q. What do you recommend is great CRM for small businesses on a budget?

A. With no per user fee, ActiveCampaign offers email marketing, marketing automation and rich CRM features out of the box with over 150 integrations and a clear, easy-to-use interface. If it meets your feature requirements you may have a hard time justifying paying $$$$ for Hubspot, Marketo or Infusionsoft when you can achieve similar results at a fraction of the price with ActiveCampaign.

Q. Do you offer training and support?

A. Yes! We will provide you are your team with a live training session, along with written and video documentation outlining how to use the various features of the CRM.

GET A PROPOSAL TO

Propel Your Business Growth

WE’LL ANALYZE YOUR DIGITAL CAPABILITIES
SPY ON YOUR COMPETITORS
AND PRESENT YOU WITH A KPI DRIVEN GROWTH PLAN

WE CAN ONLY TAKE ON LIMITED CLIENTS, SO APPLY FOR A FREE PROPOSAL TODAY .