This document discusses marketing automation and how it can help businesses nurture leads into customers and brand advocates. It explains that marketing automation platforms integrate customer relationship management (CRM) systems, email marketing, call tracking, and WordPress integration to categorize contacts, customize websites, synchronize interactions, identify lead sources, send emails efficiently, and house email templates. The document provides examples of using Gravity Forms and Infusionsoft for lead capture and CRM mapping. It also compares the pricing of different marketing automation vendors like Hubspot, Infusionsoft, and SharpSpring and notes additional resources for reviewing systems.

1. 22 July 2017
Turn Your Site into a
Marketing Automation Engine

2. StrategyWeb Design,
Development
Brand
Awareness
Public
Relations
Thought
Leadership
Lead
Generation
Lifecycle
Marketing
We Market Advanced Ideas to Sophisticated Audiences

3. Our Latest Site: BTU.org

4. We Want to Be Completely Transparent
ForwardJump is an Infusionsoft Certified Partner
We sell and support the Infusionsoft
marketing automation platform

5. What Is Marketing Automation?
Use education to nurture leads
into customers and, ultimately,
brand advocates

6. Who Needs Marketing Automation?
Small
businesses
Nonprofits
Institutions Freelancers

7. See For Yourself
Text your first name to
(617) 405-3140
Or go to
ForwardJump.com/WordCamp

8. First Component of Marketing Automation: CRM
Customer Relationship Management systems:
“manage and analyze customer interactions
and data throughout the customer lifecycle,
with the goal of improving business
relationships with customers, assisting in
customer retention and driving sales growth.”
-TargetTech.com

9. WordPress is a Great Tool for Attracting Prospects!

10. Example: Gravity Forms & Infusionsoft
Use WordPress to create complex, smart forms

11. Then, Map Fields to CRM

12. CRMs
Allow You
To Send
Targeted
Messages.
(Using
Tags
Here)

13. Now We Can Use Marketing
Automation to Personalize
Communication!

14. Here’s the Campaign You’re In Right Now

15. Choosing a Vendor
The field is crowded and there are MANY biased “reviews”

16. Marketing Automation Systems Put All Key
Components In One
•Categorizes
contacts by
status, role,
sectors
•Customizes
Website based
on CRM factors
•Synchronizing
interactions
with CRM
•Identifies
sources
(Google, email,
trade shows)
which generate
best calls
•Sends emails
efficiently
•Houses email
templates
Email
Marketing
Call Tracking
Customer
Relationship
Management
(CRM)
WordPress
Integration

17. Here Are Qualities To Look For in a Vendor
Features Import/Export
Usability
Company
Stability

18. Cost Comparison
Package Cost Extras/Stipulations
HubSpot $800/month
1000 contacts
$3,000 setup
$50/month per extra
1,000 contacts
Must have contract
with partner
Infusionsoft $379/month
$3-$5,000 setup
10,000 contacts, 5 users
50,000 emails/month
SharpSpring $500/month
$1,800 setup
Must have contract
with partner
Mautic Free
$100s/month

19. Free CRMs (No Marketing Automation)
Hubspot
Insightly
Streak
FreeCRM.com

20. Additional References
Many websites review comparable systems
Most are essentially advertisements,
making money in referral fees
These sources seem more objective:
• Which Marketing Automation System is the Best?
Forbes, July 2015
• Best Marketing Automation Software: G2 Crowd.

21. v
b
Josh Fialkoff
josh@forwardjump.com
(617) 500-3450
www.forwardjump.com
Let’s Talk Soon!