What is Marketing Automation?
Marketing automation and systems design streamline the process of transforming website forms, calls, or visits into a lead funnel, seamlessly integrating this information into business software systems. This approach reduces manual input, saves time, enhances communication, and ultimately drives more sales with improved engagement and a better user experience.
How Does it Work?
This system works by using APIs and artificial intelligence to connect form fields to various software systems, improving sales efficiency across departments. For example, when a contact form is completed on the website, the information is automatically pushed to several applications to initiate the communication process and guide the lead toward a sale.
Consider a real-life scenario for a restoration company: after a hailstorm, a potential client submits a web form to initiate an insurance claim. When the form is submitted, the data is emailed to relevant teams, entered into a Google Sheets row as a backup, added to Mailchimp (email marketing list) for future newsletters, updated in HubSpot for the sales team to follow up, and sent to Trello for on-site workers to update inspection information for insurance adjusters and suppliers.
This is marketing automation in action—streamlining webform submissions or calls to all necessary systems to enhance scalability, improve information flow, and boost sales efficiency.
What Do I Need?
To set up this automated system, you’ll need the following:
- SEO-Optimized WordPress Website – A well-structured, search-optimized site to attract and convert visitors.
- Specialized Intake Form – A custom form to capture essential lead information.
- API and AI Configuration – Integration to connect the form data with your chosen systems and automate workflows.
- Preferred Applications & Software – The specific tools to support your business cycle, from CRM to project management.
- Professional Installation & Configuration – An expert to test, install, and configure the system for seamless operation.
Each component works together to ensure smooth data flow, enhancing efficiency and improving lead conversion rates.
Pricing Plans
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