Bill reads your blog post about mortgage rates, but isn’t ready to ‘Apply Now’ for a mortgage loan. He however fills a form to receive your eBook titled ’10 Tips on how to prepare for a mortgage application’.
Bill instantly receives an email with a link to download the eBook. He clicks on the link and downloads the eBook.
Next day, Bill receives another email with a link to a blog post about the mortgage pre-approval process. Bill ignores this email.
After 2 days, Bill receives a follow up email. Bill clicks on the blog post link this time.
This automatically qualifies Bill as a high value ‘Lead’ since he took specific actions within a specified timeframe.
Bill automatically receives an email inviting him to book a FREE phone consultation with one of your financial advisors. Bill happily clicks on the link in the email and signs up on the ‘Book an Appointment’ page.
Almost immediately, Bill receives a ‘Thank You’ text message, while your advisor receives an email notification regarding the booked appointment.
This is one small example of how marketing automation can be used to generate leads within the Mortgage industry.
Smart marketers across industries and business sizes use marketing automation to
- Ensure a constant flow of high quality leads
- Get better sales
- Build customer loyalty
What is Marketing Automation?
Marketing automation is the process of using software to automate your marketing activities during different parts of the marketing funnel.
Many marketing departments use automation for repetitive tasks like email marketing, publishing on social media, and online advertising campaigns. Automating these tasks can increase efficiency, plus it provides a more personalized experience, allowing you to nurture prospects and convert them into happy customers!
Why You Need Marketing Automation
Do you want to perform tasks in less time, save resources and increase revenue while doing so?
Do you want to generate new, qualified leads?
The solution? Marketing automation.
With marketing automation, you can identify, track, and engage with prospects online. You can measure the revenue contribution of every marketing campaign you’re running, helping you plan your budget wisely.
How Does Marketing Automation Work?
At a very high level, marketing automation sends specific content to potential customers based on their behaviour and data.
It allows you to automate manual, repetitive tasks: sending emails, follow-ups, reminders, and reports. This consequently makes the entire process faster, more manageable and more personalized.
Marketing automation can have a significant impact on companies of all sizes, especially small businesses that are looking for methods to save time and resources.
Of what marketing automation can do for your business
Marketing Automation Services
Email Marketing Automation
Whether you are a startup or a large business, email marketing automation is vital.
We can develop a series of drip campaigns to welcome campaigns to recurring email newsletters with industry-leading deliverability. Get empowered with a suite of email automation campaigns to ensure you send the right email at the right time.
Send a one-time email broadcast to your audience in an instant.
Great for announcements and special offers.
Segment your customers and prospects based on data and behaviour; send customized communications to each target segment.
Great for reminders and follow-ups.
Instantly send emails to your customers and prospects based on specific engagement touch-points.
Ideal for when you acquire a new customer, or when a form is submitted.
Automated Blog Digest
Ensure that your blogs reach the right audience with automated blog digests.
Excellent for re-engaging with your readers.
Triggered emails are sent when a customer performs a specific task or inputs information on your website.
This is a great way to get back those who abandoned their shopping carts.
Send automated emails to nurture your prospects and guide them through your purchase funnel with ease and precision.
Great way to send limited-time offers.
Build customer loyalty by sending personalized messages on dates that matter. Schedule emails in advance so that you never miss wishing your customers a happy birthday or happy anniversary.
A great way to show that you care!
Effortlessly cross-sell or up-sell to your clients by sending timely and highly relevant emails. Drip email campaigns are a great way to stay on top of your customer’s changing preferences.
This ensures you never lose your clients to a competitor.
Automated text message allows you to reach your customers in a fast and effective way.
Text messaging is a reliable and cost-effective way of directly communicating with consumers. With SMS automation, you can increase customer experience by creating and scheduling a message to send to a defined audience.
Instantly respond to your leads and customers with personalized text messages. Ideal for letting them know you have ‘received their details’ or that their ‘shipment is underway.’ FOLLOW
Follow-up via SMS
Complement your automated email with synchronized SMS notifications. That way, you can send a ‘Thank You!’ text to your new lead and simultaneously send a ‘you got a new lead’ notification to your salesperson.
SMS Drip Campaign
Create a series of automated yet highly personalized messages to keep your customers engaged with your brand over time.
Personalized Text Messages
Celebrate important occasions. Pre-schedule personalized text messages to cover a series of life events, such as birthdays and anniversaries.
Send scheduled text messages containing notifications, promotional coupons, and special offers to persuade prospects to make a purchase.
Subscription Management via SMS
Make it easy for your customers to properly ‘STOP’ or ‘UNSUBSCRIBE’ at any time with a simple text message. That way, your clients are less likely to mark your emails as ‘Spam’.
Website Message Automation
Inform and guide your website visitors at the time they are most engaged and are ready to make a purchase.
Website messaging is a great way to share timely, valuable and specific updates to your website visitors, such as promotions, announcements, and discounts.
Display targeted messaging to your website visitors based on their interest, site history and the specific webpage they are on.
Nudge your prospects through their buying journey by displaying relevant messages on various pages across your website.
Add a human touch and increase your conversion with personalized messages for returning customers.
Lead Quality Automation
One of the biggest marketing challenges is identifying quality leads that convert. Our lead scoring system ranks your leads against a scale that represents their perceived value. It then assigns them a specific score based on their specific actions.
The automated lead scoring system re-adjusts the lead score depending on their website engagement levels. This informs you if a lead acquired last month is still interested in your product or service.
Automate Your Lead Funnel
Guide your leads down the conversion funnel fast with triggered site messages based on their lead score.
Organize and Prioritize Leads
Get notified when the lead score crosses a specific threshold, so your sales team knows whom to contact first.
Customize Your Lead Scores
A prospect who read your blog last week may be a better-qualified lead than someone who downloaded your ebook last month. Set up your lead scoring and qualification system that identifies different online behaviour, so you are 100% confident about the quality of your leads at all times.
Omni Channel Brand Experience Automation
In a market cluttered with so many brands, building customer loyalty is becoming harder than ever. An intelligent solution is to automate your customer’s brand experience with an omnichannel marketing and communications strategy.
This means your customer is engaged with your brand via his mobile phone or laptop at all times.
Would you like to learn how all of this can come together for your business?
Marketing Automation: The E-Professionals Way
Given the broad spectrum of clients and industries that we have served for over two decades, we have developed an in-depth understanding of our client’s needs and goals across a multitude of industries. This means that when you come to us with a marketing problem, we are already equipped with the marketing tools and expertise to provide you with a powerful solution.
Our expert team carefully craft messaging to meet your business objectives and ensuring that your customers and prospects are best served at the right time, always.
We continuously monitor the progress of campaigns using marketing automation tools, rather than just collecting data. We utilize this to improve and develop future marketing strategies. We record which leads respond to each campaign while our research team formulates new strategies to attract any unresponsive prospects.
Talk to our solutions team to explore your options and find a marketing automation method that works for you. Our team of experts create customized strategies for every client, so you know that your strategy is unique to your business.