Marketing Automation

Marketing automation in CRM refers to the automatic creation of tasks and emails related to marketing activities in CRM. We use the Click Dimensions tools for Marketing (and Sales) Automation.

The marketing automation activities we currently perform include

• Pre-sales activities – e.g. newsletter, marketing with major accounts, initial response to inquiries
• Post-sales activities – soliciting feedback, confirming satisfaction with services
• Follow up – following up with opportunities that did not convert, targeted marketing at previous customers

For more assistance, or to get training on using Click Dimensions for branch specific marketing initiatives please contact support.