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.

THIS IS HOW YOU:

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

EMAIL

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.

DIRECT MAIL

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!

MOBILE

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.

SOCIAL

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.

PRINT

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