7 Ideas for Marketing Automation with ACT! Smart Tasks


Share on LinkedIn

Create multi-step campaigns to nurture new leads and incorporate these Drip Marketing plans into your Smart Task sequences. Drip Marketing blends simple tasks, like automatically sending an email response when someone fills out a web form, with intelligent technology that reacts differently to contacts based on behavior, like automatically mailing a postcard or letter to a contact that has not opened email.

7 Ideas for marketing automation with Smart Tasks:

1. Send a welcome e-mail to new contacts.

2. Nurture leads by assigning all opportunities to drip email campaigns in Sage E-marketing.

3. Invite new customers to subscribe to your electronic newsletter, product announcements, or other programs. Make sure the content is valuable to them!

4. Put your customer loyalty program on auto-pilot with automated, timed email campaigns.

5. When opportunities changes to “Closed-Won” status, send an email that offers customers the opportunity to upgrade their selection, or purchase related products or services.

6. Schedule Opportunities in the “Inactive” status to receive periodic customer success stories and/or savings offers.

7. If an opportunity moves to “Closed-Lost” status, wait a while and then try a special campaign to reengage the contact, or survey lost sales to find out what your company could have done better.

Republished with author's permission from original post.

Dick Wooden
CRM specialist to help you get the answers you need with sales, service, and marketing CRM software. I help mid-sized businesses select, implement and optimize CRM so that it works the way their business needs to work. My firm is focused on client success with remarkable customer experience, effective marketing and profitable sales using CRM strategy and tools.


Please use comments to add value to the discussion. Maximum one link to an educational blog post or article. We will NOT PUBLISH brief comments like "good post," comments that mainly promote links, or comments with links to companies, products, or services.

Please enter your comment!
Please enter your name here