To succeed in today’s fast-paced and competitive marketplace, automating your marketing and sales tasks is essential.

Workflow automation can help!

With the right software, you can create long-term workflows that will send drip email campaigns, assign leads, create reminders, segment leads, activate retargeting ads, create sales opportunities, update data fields, and more.

Start with the goal and build simple or sophisticated workflows to get the job done without human error.

The possibilities are infinite when it comes to workflow automation. Continue reading to learn how your company can benefit from implementing workflow automation for your marketing and sales efforts.

As with any automation project, determining what tasks you want to automate is the first step to achieving success.

This step can be done by conducting a workflow analysis which will help you understand what tasks are currently being done manually and could be candidates for automation. Once you have a list of potential candidates, it’s time to start mapping out your workflows.

When mapping out your workflows, it’s essential to consider the various trigger points that will initiate the workflow.

For example, a trigger point could be when a new lead is generated if you’re looking to automate your lead follow-up process. From there, you’ll need to determine what actions need to be taken for the workflow to run smoothly. In the case of lead follow-up, some activities might include sending an email, making a phone call, or creating a task for someone on your team. Once you have all of the steps mapped out, it’s time to start building your workflow.

There are a variety of different tools that can be used to build workflows. Some popular options include marketing automation platforms like SharpSpring and CRM systems like Salesforce.

If you’re not sure which tool is right for you, there are several free and paid options available that can help you get started.

After you have selected your software, you will now build out your automation to execute what you have mapped out. If this task is daunting, it is recommended to reach out to an automation consultant like Cleartail Marketing to get assistance.

Once you have your workflow built, it’s time to start testing and troubleshooting. This is critical to ensure that your automation is working correctly and as intended.

After testing, it’s time to launch your workflow and start reaping the benefits of automation!

There are many advantages to implementing workflow automation for your marketing and sales tasks. These benefits include increased efficiency, accuracy, reduced costs, improved close rates, and happier customers. If
you want to improve your marketing and sales efforts, workflow automation is a great place to start.

If you’re unsure where to begin, reach out to an automation consultant like Cleartail Marketing.

We can help you map out your workflows, select the right software, and build out your automation.

If you need assistance, we have a team of workflow automation experts to help you achieve your goals. Click Here to learn more about our services at Cleartail Marketing and watch video testimonials from our clients. Please make sure to contact us if you have any questions!

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