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How EngageBay Can Help You Streamline Your Business

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How EngageBay Can Help You Streamline Your Business


For a company to succeed, it’s really crucial that its marketing and sales teams are aligned. Implementing an automation tool is the first step towards unifying your different teams.

Did you know that the use of marketing automation can reduce your marketing overhead by 12.2%? Not only that, it can lead to a 14.5% increase in sales productivity.

That’s huge, isn’t it?

Having an automation tool streamlines your business operations, allowing employees to spend more time strategizing on how to increase conversion rates.

One of the most affordable and comprehensive marketing automation solutions today is EngageBay — an all-in-one business tool that is designed to streamline and automate various aspects of your business, including marketing, sales, and customer service.

So, should you be using EngageBay for your business needs?

Today, I’m going to talk about this product in detail to help you decide whether or not it’s the right fit for your company.

Let’s dive in.

Overview of EngageBay

EngageBay has recently bagged the award for the Best Momentum Leader in 2021 by G2, making it one of the most popular choices among small businesses.

What sets it apart is its easy-to-use interface that gives you an excellent overview of your business operations. Besides, it hardly took me more than a minute to get started on EngageBay.

You simply need to sign up with your email ID and start using their platform right away — easy and straightforward.

What’s more, this holistic system combines three important tools in one — marketing, sales, and customer service. It helps companies reach their prospects faster and capture and nurture them for long-lasting relationships.

You can also easily integrate EngageBay with Google Calendar, Outlook, and other popular business apps. The integrations for contacts, calendar, document sharing and more make it really easy to do everything from one place.

The Benefits of Using EngageBay

With EngageBay, your marketing and sales team will have a proper methodology to keep their work aligned towards a common objective. Your leads will be displayed on a sales pipeline, allowing your team to see the progress and check which leads need to be prioritized first.

Let’s look at how EngageBay can help your business grow.

Provides Superior Customer Experience

EngageBay’s CRM (or customer relationship management) tool acts as a contact database where all information related to a lead or a prospect is stored up to date. From their contact information to their online behavior, you can access all relevant information.

Using this information, companies can reach out to their customers in a personalized way across multiple channels.

For instance, EngageBay’s email marketing solution allows you to personalize each email that is sent out, and create an excellent customer experience.

In fact, you can even filter your audiences based on different factors like purchase history, demographics, interactions with your business, and more.

Helps With Better Lead Generation

When running an online business, most of your leads come from the web.

EngageBay offers a lead generation tool that immediately captures all information of your website visitors. It gathers data like browsing activities, their engagement on the site, such as filling up a contact form, downloading an ebook, or any other action taken on a landing page.

Not just websites, it collects lead information from various customer touchpoints and helps with lead scoring.

Lead scoring is prioritizing lead nurturing based on conditions that you can decide in advance.

When the number of leads increases in your pipeline, it can be hard to manage. By automating the lead nurturing process, you can make the prospect stay in touch with your business.

It also frees up the sales teams and allows them to focus more on closing deals. For instance, using EngageBay workflow automation, you can automate sending different email sequences based on the responses of the leads.

Leads responding well to email sequence X can be sent another sequence Y and leads not responding to email sequence X can be sent a different sequence Z, all with content relevant to the leads based on how interested they are or are not in your products.

Automates Capturing and Nurturing Leads

If you do not respond to your potential leads on time, you risk losing them. It’s crucial to respond to every prospect with relevant information.

EngageBay Live Chat widget acts like a personal assistant that sends out immediate alerts whenever a potential lead opens it on your website. You can easily embed the live chat software on your website home page.

As soon as someone visits your web page, the chat box pops up and initiates a conversion.

Besides, it sends out automated alerts to the right sales rep when it is time for follow-up emails or calls.

Important Features of EngageBay

EngageBay’s all-in-one marketing platform offers many functionalities packed into one.

The best part is that you can either choose to use the full suite or simply go for the ones that might be beneficial for your business.

Let us look at the various features of EngageBay that can help with managing the entire sales funnel.

i. Website Forms

Engagebay offers lead capturing forms (inline and pop-up) that you can easily embed to any page on your website. You can also modify the form to suit your website theme.

ii. Landing Pages

The landing page builder allows you to easily customize its templates and attract prospects. You can add or remove content blocks as you like and have full control over your layout.

iii. Email Marketing

Using the EngageBay dashboard, you can use fully customizable, pre-designed templates to send attractive emails to your segmented audience.

Moreover, you can automate the whole email sending process and track your efforts with reports and analysis – check open rates, click rates, bounce rates, and more.

iv. Workflow Automation

Using EngageBay, you can automate routine manual tasks right from data entry to lead generation and closing a deal. It allows you to automate different stages of your sales funnel, enhancing operational efficiency.

v. Visual Deals Pipeline

When you have a clear visualization of all the leads in your pipeline, it becomes easy to design a plan.

EngageBay Sales Dashboard gives you a full picture of your pipeline – right from new prospects to closed deals, and all the stages in between.

vi. Reporting & Analytics

EngageBay Reporting & Analytics tool allows you to monitor any KPIs you like, and measure the effectiveness of your marketing as well as sales campaigns.

You get real-time reports on the performance of all your campaigns and sales agents. Wherever you have an internet connection, you can just log in and take a look at the status of your deals won, lost, new leads acquired, social media engagement, and so on.

vii. Task Management

EngageBay offers a lot of automation nodes, and you can create custom ones in the advanced packages. Even the ones that come with the system are great, and you can automate plenty of tasks, like notifying the right manager every time a new file is shared or a new customer query is raised or delayed.

viii. Appointment Scheduling

EngageBay offers a built-in appointment scheduler that easily syncs with Google Calendar and Office365. You can automate the entire scheduling process for product demos, webinars, online meetings, and more.

The appointment scheduler at EngageBay lets you decide your open time slots, the breaks you need in between appointments, and so on. You can share a URL and the clients or new customers can book appointments easily without any overlaps.

ix. Support Groups

Segment your support agents into groups and automatically assign relevant tickets to the right group based on their expertise.

x. Canned Responses

EngageBay lets you save time and increase customer support efficiency by sending canned responses for routine queries. It eliminates the need to write the same message every time you get the same query.

xi. Custom Ticket Views

You can sort your tickets by grouping them into lists based on different criteria. You can create views for pending tickets, unopened tickets, new tickets, and so much more.

Final Thoughts

Do you need a productivity boost? If you were looking for a solution to replace plenty of business apps and make all sales, marketing and customer support tasks streamlined, you must try EngageBay.

This is by far one of the most affordable, intuitive automation tools that offer full-fledged functionalities in marketing, sales, and support.

The best thing is that its free trial comes with lifetime validity, so you can use a lot of the features without having to pay or even share your credit card details. HubSpot has a free CRM but to use it well, you often need to pay for many of its other tools. That’s not the case with EngageBay.

Also, the pricing is super friendly for small businesses. You can get advanced automation features and even video marketing and social media monitoring for as little as $8 a month.



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Marketing operations talent is suffering burnout and turnover

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Marketing operations talent is suffering burnout and turnover


“It’s hard to hire; it’s hard to train; it’s hard to keep people from burning out. To make matters worse, these challenges have intensified so swiftly that leaders have hardly had time to digest them, let alone mount a defense.”

That’s the main takeaway from “The State of Marketing Operations: 2022,” a new report from junior marketing ops training platform Highway Education and ABM leader Demandbase. The findings were based primarily on a survey of 800 marketing operations professionals from organizations of all sizes, more than half from mid-sized companies.

The demand for talent. The vastly accelerated shift to digital marketing — not to mention sales and service — has led inflated demand for MOps talent, a demand the market can’t keep up with. Two results: burnout as too much is demanded of MOps professionals; and turnover, as it’s easy to find alternative opportunities. The outcome for companies is the growing burden of hiring and training replacements.

Use of marketing software has grown two and a half times in less than ten years, according to the report, and the number of marketing operations professionals, across organizations of all sizes, has increased by two-thirds. Use of marketing automation alone has grown 228% since 2016, and there has been a 66% growth in the size of MOps teams just since 2020.

Perhaps most remarkable, 93% of MOps professionals learned on the job.


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Why we care. Providing beginner MOps training services, Highway Education clearly has an interest in this data. At the same time, there can be little doubt that the demand for MOps talent is real and growing. If there’s a surprising figure here, it’s that use of marketing software has grown only two and a half times in the last decade.

AWS MOps leader Darrell Alfonso, quoted in the report, says: “There’s a disconnect between marketing strategy and the actual execution — what it takes to actually operationalize and bring a strategy to life. Leadership, especially the ‘old guard,’ will be more familiar with traditional methods like field marketing and commercials. But now, during the pandemic and post, there’s an entire digital world that needs to be
managed by people who know what they’re doing.”

Read next: More on marketing ops from Darrell Alfonso


About The Author

Kim Davis is the Editorial Director of MarTech. Born in London, but a New Yorker for over two decades, Kim started covering enterprise software ten years ago. His experience encompasses SaaS for the enterprise, digital- ad data-driven urban planning, and applications of SaaS, digital technology, and data in the marketing space. He first wrote about marketing technology as editor of Haymarket’s The Hub, a dedicated marketing tech website, which subsequently became a channel on the established direct marketing brand DMN. Kim joined DMN proper in 2016, as a senior editor, becoming Executive Editor, then Editor-in-Chief a position he held until January 2020. Prior to working in tech journalism, Kim was Associate Editor at a New York Times hyper-local news site, The Local: East Village, and has previously worked as an editor of an academic publication, and as a music journalist. He has written hundreds of New York restaurant reviews for a personal blog, and has been an occasional guest contributor to Eater.



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Product Market Fit with Scott Cunningham [VIDEO]

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Product Market Fit with Scott Cunningham [VIDEO]


Scott Cunningham, CEO of Social Lite and Co-Founder of Merchant Mastery, has worked with thousands of ecommerce stores. The one thing he hears ALL. The. Time? 

“Facebook doesn’t work for my business.”

If you’ve said that about your ecommerce store, listen in as Scott shares what’s missing and how you can overcome that hurdle and start selling.

In this video:

  • Start Here to Sell More: 00:22-00:30 
  • What If I’m Selling a Brand New Product? 00:51-1:02
  • The Formula for Winning in Ecommerce: 1:21-1:34

Learn more about ecommerce:

The Future of Ecommer Marketing Is Now ➡️ https://www.digitalmarketer.com/blog/future-of-ecommerce-marketing/

Use This Framework to Build Ads That Move Product ➡️ https://www.digitalmarketer.com/blog/offer-harmonics-scott-cunningham/

NEW for 2022! Become an Ecommerce Marketing Master ➡️ https://www.digitalmarketer.com/certifications/ecommerce-marketing-mastery/




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Antitrust bill could force Google, Facebook and Amazon to shutter parts of their ad businesses

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Antitrust bill could force Google, Facebook and Amazon to shutter parts of their ad businesses


A new Senate antitrust bill could make Google, Facebook and Amazon divest portions of their ad businesses. 

The Competition and Transparency in Digital Advertising Act (S4285) would prevent large ad companies from participating on different sides of the ad transaction chain. It would ban them from operating more than one of these functions: supply-side brokers selling publisher ad space, demand-side brokers selling ads, or ad exchanges connecting buyers and sellers.

Image from CDTA factsheet

The bill, introduced yesterday by Sen. Mike Lee (R-UT) and co-sponsored by Sens. Amy Klobuchar (D-MN), Ted Cruz (R-TX) and Richard Blumenthal (D-CT), bans companies earning more than $20 billion in annual digital advertising revenue from participating in the online ad ecosystem in a way that creates conflicting interests. 

It also imposes consumer protection rules similar to ones governing financial trading. Under the law, businesses with more than $5 billion in digital ad transactions annually would have to: 

  • Act in the best interest of customers by getting the best bids for ads.
  • Provide transparency customers can verify that.
  • Create firewalls between their buying and selling operations if they are allowed to operate both.
  • Treat all customers the same concerning performance and information related to transactions, exchange processes, and functionality.

“Digital advertising is dominated by Google and Facebook,” Sen. Lee said in a statement. “Google, in particular, is the leading or dominant player in every part of the ad tech stack: buy-side, sell-side, and the exchange that connects them. For example, Google Ad Manager is used by 90% of large publishers, and in the third quarter of 2018 it served 75% of all online display ad impressions. Google uses its pervasive market power across the digital advertising ecosystem, and exploits numerous conflicts of interest, to extract monopoly rents and stack the deck in its favor. These monopoly rents function as a tax — upwards of 40% — on every ad supported website and every business that advertises online, collectively a huge segment of the modern economy.”


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The new law is a response to the anti-competitive practices Google has been accused of. These include Project Bernanke, the focus of an antitrust lawsuit filed by the attorneys general of more than a dozen states. The suit claims Google ensured ads booked via its AdX system would win ad space auctions. 

“The conflicts of interest are so glaring that one Google employee described Google’s ad business as being like ‘if Goldman or Citibank owned the NYSE,’” Sen. Lee said.

Read next: Is there any incentive to crack down on programmatic ad fraud?


2022 MarTech replacement survey


About The Author

Constantine von Hoffman is managing editor of MarTech. A veteran journalist, Con has covered business, finance, marketing and tech for CBSNews.com, Brandweek, CMO, and Inc. He has been city editor of the Boston Herald, news producer at NPR, and has written for Harvard Business Review, Boston Magazine, Sierra, and many other publications. He has also been a professional stand-up comedian, given talks at anime and gaming conventions on everything from My Neighbor Totoro to the history of dice and boardgames, and is author of the magical realist novel John Henry the Revelator. He lives in Boston with his wife, Jennifer, and either too many or too few dogs.



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