Triggered Marketing for B2B Companies

Wouldn’t it be beneficial if you had an automated process that fosters consistent reactions to changes in status for a target market, account, prospect, contact, sales opportunity or campaign?

CRM, marketing automation [MA] and calendar systems can team up to send external contacts personalized messages that are based on their situation as well as to alert account owners [via email or text message] to issues and opportunities with suggestions based on the trigger.

Create simple triggers such as reminding a customer about an upcoming contract expiration and alerting the account owner if the customer does not respond or sending new customers an e-thank-you along with milestone messages tailored to their behavior and profile. Create sophisticated triggers that monitor and respond to each account’s purchase level formula based on product mix, run rate and average order size or send reminders to prospects in the funnel reminding them to follow through on their recent promise or messages that suggest a logical next step in their buying process.

Hopefully you can envision how you can tailor this concept to your business. Benefits include reducing account churn, improving closed-won rates, generating referrals, and optimizing lead generation and nurturing to sales-ready status.