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Automation

Automation is auto-magic. We map out the options for interaction with each prospect (or customer) ahead of time, and then let the automated campaign deliver each message at the appropriate time through the most relevant channel.

Program events can be a pre-determined calendar, an automatic response to a customer action, or adjusted in real time as marketplace activity, news and events suggest. Campaign stakeholders stay in the loop at every step along the way, with automatic activity reports, online dashboards or instant alerts to customer activity.

In some cases, a prospect visiting the web site has indicated an urgent need, and the account rep has reached them by phone while they're still looking at the web site!