Custom-Built Marketing Automation & Sales Enablement

Popular sales automation software includes HubSpot, Salesforce, Zoho, and Pipedrive, each offering features for task automation, reporting, and integration with marketing platforms. 

Automation tools in CRMs make lead generation easier. They free up sales personnel by reducing cumbersome tasks in their workload so they can focus more time on developing quality relationships with their leads. By automating procedures for data entry, follow-up, and lead scoring, teams can respond to prospective clients quicker and more effectively. Besides saving time, automated communication has quickly advanced to send personalised messages depending on the behaviour and preference of each lead. It enables businesses to locate high-priority prospects and refine their marketing campaigns with valuable, real-time information.

Artificial intelligence enhances marketing automation by enabling predictive analytics, advanced customer segmentation, and personalised content recommendations, improving campaign performance. 

Sales automation tools analyse customer data and their behaviour to segment leads and customers based on demographics, buying habits, or engagement levels, ensuring targeted sales efforts. 

Sales automation software, such as HubSpot CRM can monitor a wide range of key metrics that provide valuable insights into sales performance, customer engagement, and financial outcomes. Engagement metrics include open rates, click-through rates (CTR), form submission rates, and average lead scores, which help measure prospect and customer interactions. Conversion metrics such as conversion rates, deal win rates, and pipeline stage conversion rates track how efficiently leads move through the sales funnel.  

On the customer side, sales automation can track customer acquisition cost (CAC), customer lifetime value (CLV), and customer retention rate (CRR) to provide insights into customer relationships and long-term value. Additionally, financial performance metrics like total revenue generated, return on investment (ROI), annual recurring revenue (ARR), and average revenue per customer/user help assess overall business growth and profitability. By tracking these metrics, businesses can refine their sales strategies, improve efficiency, and drive sustainable revenue growth. 

Marketing automation allows for email scheduling, personalisation, and tracking, hence providing visibility into open rates and click-through rates to improve the overall engagement for future campaigns. 

Automation manages campaigns across channels like email, social media, SMS, and the digital platforms for consistent messaging to audiences across all channels. 

AI enhances sales and marketing efforts by optimising campaigns, improving engagement, and refining lead management. It enables more effective A/B testing, ensuring that marketing emails and ads automatically adapt based on winning variations. HubSpot AI, for example, can apply A/B test results to the rest of your campaign, maximising performance. Additionally, AI-driven lead scoring and segmentation allow for more precise targeting by customising scoring metrics based on contact engagement and demographic data. This helps identify high-value leads and enables personalised outreach, improving conversion rates and overall efficiency in sales and marketing efforts.  

There are many AI tools available for content generation, such as ChatGPT, Copy.AI, Canva etc. However, the only tool that can quickly generate content in multiple formats at once by scraping existing content from a website URL is the HubSpot Content Hub AI Remix Tool.  

Simply copy and paste your website URL into the Remix Tool and it will generate related content for a landing page, blog article, Facebook post, LinkedIn post, and marketing email within seconds. HubSpot AI also enables you to apply your brand personality and voice to all generated content, even incorporating image generation to complement your text.  

HubSpot AI can assist with follow-up activities and deal nurturing by recommending which leads to follow up with first based on their engagement actions. It can also summarise deal notes in preparation for a sales meeting and provide a deal score based on win-rate probability by analysing previous CRM data. This helps your sales team manage their pipeline more effectively and close deals faster. 

The cost of implementing sales and marketing automation varies depending on the platform, added features, number of users, and the level of customisation and integration required.  

As a HubSpot Platinum Partner, Fileroom specialises in implementing customised HubSpot solutions with scalable pricing and robust features, including CRM integration, lead scoring, and  multi-channel automation. Contact us to find the best solution for your business.