Building a Successful Automated
Campaign
We will be starting at 19:00 GMT
InTouch Success Centre
http://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_a
nd_Sales_Webinar/register
InTouch Success Centre
http://support.intouchcrm.co.uk/
https://www.facebook.com/intouchcrm
https://twitter.com/intouchcrm
http://www.linkedin.com/company/intouchcrm
Building a successful automation campaign Webinar Slides

Building a successful automation campaign Webinar Slides