What is Marketing Automation?

what is marketing automation

Even in a small business, or in a mom and pop shop, if you run the marketing department, you have your hands full. You need to stay on top of prospecting for new clients, taking care of your current clients, and also following up with your past clients.

There are emails to send, calls to make, letters to write, and lots of steps to remember in your workflows – not just remembering to do them all, but also making sure you do them in the right order!

This is where an Email Marketing Automation System can help.

The term, “Marketing Automation”, is used to describe systems you can set up in advance, and then let them run on Auto-Pilot.

Marketing Automation for new leads

In prospecting for new clients, you want to stay in constant contact with them (no pun, or outside reference, intended!) until they decide to do business with you…or not. A good way to do this is by providing valuable information to them on a regular basis. But who has the time for that? Maybe you could keep up if you only had a handful of prospects – but what if you had 100? or 1000? or more?

With your new Marketing Automation system, here is what this scenario would look like:

First you would use a landing page to capture their contact information, including their email address. On the the landing page there might be an offer for an e-book with valuable information about your subject matter. Or some other piece of useful info. Now I am talking about good stuff here – information your prospect can use. I am not talking about an advertisement about how great you and your company are.

You want to offer something valuable, in exchange for them giving you their email address.

Once you have their email address, then all the fun can start! With your Marketing Automation system, you have set it up so when they fill out the form, an autoresponder automatically sends them the e-book.

(By the way, an e-book can be just 1 or 2 pages of text, providing good info).

Then you set them up on an email drip campaign and each month (or any other time-frame), they get another email from you. This drip email series can go on for weeks, or months, or even years.

This is a 100% automated process. You set it all up in advance and then just let the Marketing Automation system run.

Marketing Automation for current clients

In this example, you have just signed up a new client. Hooray!!!

Let’s say in your business you have 10 steps or tasks that you always want to perform when bringing on a new client. You want to have your assistant build them a welcome kit, then you want to have someone else on your staff call them to gather more information, then other internal processes need to take place, then an email goes out……you get the idea.

This is called a “Workflow”, and as long as things happen on time and in the right order – all is well. With a Marketing Automation system, these tasks can be automated with reminders going to each of your team members at the appropriate times, or emails automatically being sent.

Just think of the peace of mind you will have knowing all the steps in your workflow will happen, and your new client will be receiving your white-glove treatment.

Marketing Automation for past clients

Your past clients represent a goldmine in potential new business. Each of your past clients can become a current client again – or at a minimum, your past clients can be an excellent source for referring new clients to you.

But what a hassle – having to remember to stay in touch with them. Afterall, you are running around acquiring new clients and also servicing your current clients.

Don’t worry – your spiffy, new, Marketing Automation System has got this!

Automatically send a newsletter to your past customers each month. You don’t have to overthink this – just send a light reading, fun, newsletter. You can do it in email or on paper if you would like.

This will act as a subtle reminder that you are still around and available to help them when they need your services again. You can even have a place in your newsletter to ask for referrals.

This is a perfect way to stay in touch with past customers without coming across as a pesky salesperson.

A Marketing Automation system will help free up your time, and help make you look more professional – all while taking care of your clients better than you have ever been able to do in the past.

Look for an automation system that is easy-to-use, and easy-to-understand. If you need a programmer to help you set up your Marketing Automation processes, you are looking at the wrong system.

By the way, as you might have guessed, AllClients does Marketing Automation superbly, and even includes a pre-written newsletter with fresh content each month.

Frequently Asked Questions

AllClients does not charge a set up fee. We aren’t looking for a quick buck- we’re interested in long term relationships with folks who will be our customers for several years to come.

Our product is subscription based monthly and if at any time AllClients is not working out for you, stop paying us, take your data with you and we can still be friends!

Phone, email and chat support is included in your monthly subscription price. We also have great video tutorials and an online support community for do-it-yourself support. Remember, support is included, so don’t struggle – we are here to help.

Yes, you can set up a Team where you will all have separate logins. Each team member will have different access and rights to the system. Watch the Team Overview Video for more information or check out our Pricing page. 

Sure. Outlook, as well as most contact managers, will allow you to export your contacts into a standard format called CSV (Comma Separated Values). Once you have your data in a CSV format, it can be easily imported into AllClients. Watch this video for more details.

Yes, please see our HIPAA compliance statement here.

Yes, please see our GDPR compliance statement here.

Your client information is 100% yours. No one else can see it, or use it. And when you leave, you take your data with you. Be sure to keep your login information private and secure.

We use industry standard SSL encryption at the same level (128 bits) as online banks and financial institutions. (Look for the lock in your address bar). We make all reasonable efforts to secure and safeguard your data.

Nobody can promise 100% uptime, but we make every reasonable effort to ensure the highest possible availability. We only use the highest quality service providers and any scheduled downtime is late at night or on the weekends. You can check the history of our uptime here: AllClients Uptime Report (monitoring by Pingdom).

Yes. Find our app in the Apple Store and Google Play Store. We also have a mobile version of the product you can access on any smartphone that looks similar to the app. 

Any version will allow you to access your live data in real time (not a copy of your data). With live data, if you add a contact on your mobile device it is the same as adding a contact on your computer. Or if your assistant back at the office adds a contact, you will see it on your mobile device immediately. Watch this video to see how mobile CRM software works.

We do a daily, system wide, back-up that will help us recover if there is a catastrophic problem with the servers (unlikely). To safeguard your specific data, we recommend you back-up your own data on a regular basis. Do this by going to Settings > Export.

Do we EVER update it? How about Constantly! Our customers are currently using the live version of AllClients while we are creating and testing the next version. We are always looking for ways to make the product better, and we get all of our enhancement ideas from current customers.

AllClients was built from the ground up from suggestions and feedback from people like you. We welcome and encourage your ideas and feedback. Send your thoughts and ideas to our support team.

No! NEVER! As a customer of AllClients, all of your client data and your personal information (including your e-mail address) is private and will never be sold, rented, shared, reviewed, loaned, or in any way used by anyone but you. For additional security, please do not share your CRM software login information with anyone.

We have priced AllClients fairly so we can provide an excellent product that continues to grow and evolve with the market. You can earn a discount by referring a friend to us through our Refer-A-Friend program. You can also receive a price break by purchasing an annual subscription rather than paying month to month.

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