Top 7 Marketing Automation Ideas for B2B Companies

Top 7 Marketing Automation Ideas for B2B Companies

For B2B companies, retaining engagement and ensuring a steady stream of customers are priorities. However, these tasks are easier said than done, as they both require a lot of effort from the company. Advancements in automation have significantly reduced the effort required to stay on top of things — in fact, marketing automation can help your business overcome shortcomings and create an organized process.

Out of the many automation strategies appearing in the market today, several stand out as the best of the best. Here are some of the top ideas that have been helping many businesses succeed:

1. Email Automation

Businesses today look to their email for all professional endeavors and opportunities. While it was once hard to manage email campaigns, as you had to sink too much time into manually organizing emails and responding to them, companies have made this much easier and faster through email automation. These programs can create email templates that add personality to your emails, boosting brand recognition among your target audience.

AI will gather the data from these emails and send it to the sales team, where they keep a list of prospective leads they can follow up with. The follow-up email leads the prospect into the sales funnel, where sales can re-engage to improve conversions.

Email automation has also significantly improved since its beginnings. The past practice was to blast emails, hoping that someone would respond. Today, the software can track leads and determine the best approach based on their behavior. They can sort leads, so sales no longer need to play the guessing game with the lead’s status.

One of the most popular options for email automation is Hubspot, a platform designed to house many different marketing tools under one roof. Businesses can create mail campaigns and integrate them with other systems to optimize the process.

2. Automated Live Chat

Over the years, many businesses have noticed that customers who reached out online tended to ask the same questions. In cases where their queries are predictable, having people waiting on live chat seems inefficient. Live chat automation handled by AI is a solution to avoid paid staff working on menial tasks.

A company can set up an AI that has a set workflow depending on the responses of the customer conversing with them. They’ll interpret the information sent to them and direct the customers to the proper solution. It may be an answer to a FAQ or a guide through a process. It filters most calls and leaves only the most urgent communication to connect to customer service.

This innovation means that companies no longer need to invest in lots of staff to maintain quick and satisfactory customer service. It eases the financial load and streamlines the chat process. Plus, customers tend to respond positively to the fast responses of the automated chat, and overall have a better experience.

Marketing automation and automated chat

3. Automated Onboarding

People prefer simple, personalized, and seamless onboarding. There is no longer the need for the frills and details, as they only want the content that they need. To meet this desire, many businesses have automated their onboarding processes.

A program can take the user to the shortest route in getting to the path they desire, and some even have interactive programs that respond to customer prompts. This seriously cuts down on unnecessary forms and creates a more streamlined experience.

For example, these days you tend to see a progress bar when signing up for a new website. The bar represents the minimum information required to finish the signup process. People are more inclined to fully meet requirements to complete this bar. It’s intuitive and simple, but still highly effective in onboarding.

4. Automated Lead Tracking

Companies noticed that many interested buyers would come far into the sales funnel, and then back out. There are many potential reasons for this; maybe your lead was not ready to buy yet, as they didn’t have enough money. Another may have forgotten because of their busy life. Automation handles this by tracking these high-converting leads and remarketing to them.

Sometimes, a little reminder is all that’s needed to complete the sale. Failing to capitalize on this can lead to missed profits. The marketing team isn’t always online, so it helps to have something that monitors and sends sales materials when the opportunity arises.

automated onboarding and lead tracking

5. Automated Reminders

Reminders are simple yet effective ways to boost your conversion rates. For example, a customer may have set a date for a dentist appointment, but they forget because of their busy life. Automations will send them a reminder to let them know they have an appointment coming up. This ensures that the customer will either arrive or cancel the appointment, allowing the business to book another client in this slot. Overall, this leads to increased revenue on the business’s end.

Reminder software can even handle schedule changes, so there’s no longer any need to contact you directly. You only have to check the schedule and follow it. Some take it a step further by adding personalization, such as:

  • Multiple reminders, depending on how close they are to the appointment
  • The schedule link included in the reminders
  • Personalized information added through templates

6. Social Media Automation

There’s a lot of traffic and engagement occurring on social media. With these platforms being so full of potential leads, It’s only logical to find ways to interact with them here. Most businesses have a marketing team behind it all, but some have found that many of their social media tasks can be automated. For example, one can set up software that shares their content according to their schedule, thanks their new followers, responds to queries through live chat automation, and more. This takes a serious load off of the marketing team, allowing them to prioritize more pressing matters.

SMS and Automation

7. SMS Marketing

SMS is a prevalent avenue for marketing that shows positive results for many companies. Sending a message to a lead’s mobile phone is much more personal than other avenues, and with people keeping their phones on them, there’s a better chance that they will read and engage with your marketing efforts.

However, it can be hard to manage dozens of conversations at a time. An alternative is automation software that acts as a platform for CRM, lead generation, and conversion, all in one. These include Dialpad, EZTexting, and Aircall. These softwares simplify the process, as they eliminate the need for long-form conversations. 

For example, a person wanting to opt-in for a new promotion can simply respond “yes” to the text and their information will be added to the database.

These platforms also connect to your other devices, making it easy to manage messages when it becomes necessary. An SMS system is easy to set up, and there are many use cases for them. You can promote flash sales, campaigns, track rewards, and more.

Marketing Automation is Now

Seamless marketing automation can provide you with the power to scale your efforts like never before. Businesses no longer need to waste extravagant resources to manage conversations and conversions — all they need is a reliable platform that provides them with everything they need in one, easy-to-manage location.

By investing in automation, you secure your company’s future and ease the burden on your workforce. Your skilled staff can focus on the more vital tasks while the AI handles the bulk of the action. Begin working on yours today to see the new heights your business can reach.

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