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Marketing Automation
Marketing Automation

Personalized communication is more engaging and relevant

With Marketing Automation, maintaining your brand’s content is easy. Simply build your templates, apply artwork through the Digital Asset Management System, and launch. Marketing has full control of what can and cannot be modified on an individual user basis. The Marketing Automation module lets users personalize marketing materials to improve customer engagement. User profiles can be configured to dictate access to materials, prefill marketing templates, determine approval rights, and more.

Simplify your marketing process with OptifiNow CRM/s powerful Marketing Automation tools
  • Automatically send email messages, track outbound calls, assign tasks, create leads, send collateral, etc.

  • Assign triggers to specific events such as registrations, clicks on specific links, the passage of time, calls, orders, etc.

  • Track all client and prospect activity in integrated history database. Push actionable data to your CRM system

  • Create different rules for different markets, campaigns, products, etc.

  • Managers can get the answers they need with a few clicks – visibility into sales activities and pipelines, contact information and opportunities

  • Reduce training time, giving you a shorter time to positively impact revenue

Automated Communication Channels


OptifiNow takes email marketing to the next level. Brand compliant messaging enabled at the individual sales rep level allows for targeted, personalized and relevant emails to each customer. We enable organizations to power data-driven campaigns and real-time communications, fueling customer engagement, increasing sales, and improving return on marketing investments.


OptifiNow is the only true multichannel communication solution today. With its integrated direct mail infrastructure, sales reps can mail targeted, personalized and relevant pieces to individual customers – one at a time!


OptifiNow makes it easy to create, target, send, and track SMS marketing campaigns. The functionality seamlessly integrates with our CRM database to get messages and offers immediately into customers hands.


Publish directly to Facebook and Twitter. Use a single application to create, send, and track email marketing and social media marketing messages. Save time and schedule your social posts for future delivery.


OptifiNow’s print-on-demand infrastructure empowers the local rep to produce localized, personalized and relevant materials to support individual sales efforts.

Ready to exceed your sales targets?

OptifiNow is a powerful all-in-one platform that helps enterprise teams easily handle the entire sales cycle – for results you can measure on your bottom line.

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