Building a Successful Automated Campaign

We will be starting at 19:00 GMT

InTouch Success Centrehttp://support.intouchcrm.co.uk/

https://www.facebook.com/intouchcrm

https://twitter.com/intouchcrm

http://www.linkedin.com/company/intouchcrm

Matthew Ruddle

Customer Success Director

@MattRuddle

http://www.linkedin.com/in/matthewruddle

Agenda

• Why Use Automation

• First Step - Planning

• Let’s Build an Automated Campaign!

• A Few Helpful Tips

• Q & A

• One Final Thought

Why Use Automation?

Why are we here?

www.intouchcrm.com

The First Step – Planning!

Plan, Plan and PLAN!

Tools to help you plan

• Gliffy – www.gliffy.com• Microsoft Visio• A Pen and Paper! (www.staples.co.uk !)

What’s your Goal

www.intouchcrm.com

Is the Goal to Keep in touch with your customers?

Is the Goal to Target people based upon their actions?

Is the Goal to Promote an Event?

Who are you going to communicate

with?

How are you going to add them in?

Let’s Build

an

Automated Campaign!

A Few Helpful Tips

Test and measure different ideas

Include company contact information

Provide value in your Automation – for the customer AND YOU!

Don’t overcrowd your Automation – Don’t try and do too much too quickly

Now what?

Plan your next move

Q & A

One Final Thought

When is the next Webinar?

• 1st of April (no joking!)

• What’s it on? Leads and Sales – Getting more bang for your buck!

• https://intouchcrm.clickwebinar.com/Leads_and_Sales_Webinar/register

InTouch Success Centrehttp://support.intouchcrm.co.uk/

https://www.facebook.com/intouchcrm

https://twitter.com/intouchcrm

http://www.linkedin.com/company/intouchcrm