CRM & Marketing Automation Services

We Automate Your Marketing and Sales Processes

Marketing Automation Services - FunnelProfit.comWe use a combination of modern technology, high quality content and expert strategy to automate your marketing and sales processes.

Our goal is to implement hands-off, always running systems that capture, engage, convert, sell and refer you high-value customers to consistently grow your business.  Automation reduces manual data management, creates consistency in your sales activity, and speeds up key areas such as proposals, contracts, pricing and account management.

Our CRM & Marketing Automation Expertise

We are experts with years of experience implementing, developing and integrating these leading CRM and marketing automation platforms.  Click the icons below to learn more about each service.

Salesforce automation services Infusionsoft services ActiveCampaign services
pipedrive ConvertKit GetResponse DocuSign services zapier integration services

Sales Pipeline Automation

We automate your sales pipeline and trigger follow-up tasks such as emails, call scheduling and sales collateral sharing. This boosts your sales team’s productivity and reduces the number of leads that “fall through the cracks.”  No more forgetting to call warm prospects or send follow-up emails, emailing a brochure days (or weeks) late, copy-pasting contact info into proposals, scanning/emailing PDFs for signature, moving leads into the right pipeline stage, logging calls, etc.  Sales pipeline automation can accelerate your sales cycles and save thousands of hours of wasted time per year.

Integrated Sales + Marketing Automation

We design, implement and manage turnkey integrated sales + marketing funnels.  A properly designed lead generation program involves both outbound (sales or sales development) and inbound (marketing) channels that funnel qualified leads to your sales team.

Our outbound sales funnels include:

  • Lead channel (LinkedIn, outbound email, appointment setting, referrals)
  • Campaign scripts with variations for A/B testing and optimization
  • Software setup and integration (CRM, automated notifications, email system, calendar links, phone autodialer, referral system, LinkedIn profile)
  • Campaign content (articles, white paper, survey, webinar, etc.)
  • Integration with your CRM and marketing automation software
  • Target lists (call, email, LinkedIn, etc.) and campaign response history

Our inbound marketing funnels include:

  • Lead source (ad campaigns, email marketing, video, blog content, social media, podcasts, ebooks, etc.)
  • Lead magnet (PDF, white paper, video, survey, e-course, contest, webinar, etc.)
  • Landing page(s) with variations for A/B testing and optimization
  • Marketing automation setup with behavioral “if-then” email marketing campaign
  • Integration with your CRM and marketing automation software
  • Analytics and reporting to track performance and optimize the funnel elements.

Our automated funnels are designed to generate solid leads and build your sales pipeline 24/7/365 with minimal effort from you.

What CRM and Marketing Automation Can Do For Your Business

  • Generate high-quality sales leads from online sources (ads, web, social, e-commerce)
  • Nurture sales leads from first contact (awareness) through to closed sales
  • Generate new referral business from your existing customer base on autopilot
  • Automatically populate your CRM, build lead lists, track and manage sales stage data
  • Engage leads with automated email, social media posts, autodialer calls, SMS and direct mail
  • Segment your prospect and customer lists with “if-then” behavioral campaigns (enabling you to offer the right product or service at the right time to the right prospects)
  • Convert prospects into sales using relevant offers and purchase triggers (either 100% online or in conjunction with your sales team with online / offline components)
  • Up-sell and cross-sell your existing customers to increase Lifetime Customer Value
  • Automate your sales pipeline, sales tasks and processes to increase efficiency and accelerate your sales cycle

Learn More

Contact Lawrence Klamecki for a free consultation to learn more about our CRM and marketing automation services.