SaaS Marketing Automation

Convert more leads into customers through automation.
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Maximize your SaaS ROI through Strategic Automation

SaaS marketing automation and SaaS lead nurturing allow you to identify and track what stage your prospects are in. 

The result? Better marketing messages, better quality leads, and happier sales reps.

What are the Benefits of a SaaS Marketing Automation?

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Save time with automation

Modern marketing automation and CRM tools (e.g. HubSpot, Salesforce) can route the lead to the rep based on the implied industry (rather than the traditional way of routing by territory).

Optimize and segment targeted messages

When inbound leads arrive in your CRM, ensure it captures the right intel that can be used for segmenting. Through proper segmentation, send them hyper-relevant messages that are always on-point.

Turn more SQL leads into strong opportunities

Marketing automation helps you identify leads that are the best fit. Focus efforts on deals that are more likely to close.
You will earn the prospect's trust leading to a more educated prospect, giving your account exec a better chance of creating a bond with the prospect and closing the deal.

Marketing Automation Explained...

Different marketing automation strategies fit different companies based on where you are in your SaaS journey.

Bay Leaf Digital will assess these concepts and more in order to determine what aspects of marketing automation to prioritize.

marketing vs in house graphic

1. Segment Audience

Segment your audience(s) and build effective drip campaigns that deliver the most relevant message (by industry, product interest, job role, etc.). 

Segmentation helps you stand out by tailoring the message that will resonate the most rather than sound generic. 

2. Create Drip Campaigns

Design professional, mobile-friendly emails, and trigger them at the right time so you can sit back and watch open and click-thru rates skyrocket.

We help you nurture your leads from awareness, to consideration stages, continue to stay top of mind, and help guide prospects to make their purchasing decision sooner than later.

3. Optimize Nurture Campaigns

Look at what the data is telling you (i.e. review which subject lines, audiences, messaging show highest open rates and CTRs). Find the “sweet spots” as you optimize nurture campaigns that lead to stronger conversion across every stage of the customer journey.

SaaS Marketing Automation FAQs

A lead nurturing email campaign (sometimes referred to a “drip campaign”) is an automated, personalized email (sent in bulk) that provide insight to potential prospects on a “buyer’s journey”. Different from promotional emails, these educational emails can impact their purchasing decisions in a positive manner.

Best practices of SaaS lead nurturing emails include targeted (segmented), customized, and focus on articulating the benefits (how they solve pain) rather than features.

Also referred to as a “lead nurturing campaign”.

The term “drip” is used as multiple emails are sent in bulk via a cadence, or  “dripped out over time” rather than being sent manually one-by-one.

Marketing automation solutions are essential for any SaaS that wants to accelerate growth.

Read about the most essential marketing automation tools to build the optimal B2B SaaS MarTech stack.

“Bay Leaf Digital has exceeded expectations to date. We are seeing impressive growth and results from our in-bound lead generation. We have a completely working machine, producing quality business opportunities on a consistent basis.”
Ray Abramson, COO
Ray Abramson, COOMeazureUp
"Bay Leaf has been instrumental in helping us evolve our Marketing approach to be more strategic and multi-faceted. We selected Bay Leaf over other options because they are metric-minded, goal-oriented and high touch. And they've lived up to those promises."
Seleste Lunsford, Chief Strategy & Research Officer
Seleste Lunsford, Chief Strategy & Research OfficerEmissary
"Bay Leaf took us from a standing start to a working digital marketing firm in short order. Their skills cover a broad spectrum and they have been a vast improvement over our previous firm. Bay Leaf staff works closely and collaboratively with many areas of our company such as Product Management, Sales reps and management, and our entire executive team."
Hugh Dyar, Former Senior Vice President Marketing
Hugh Dyar, Former Senior Vice President MarketingSapience Analytics
"I love that the Bay Leaf team is invested in how our entire funnel performs. This is what initially put them above their competitors when we were evaluating agencies. Additionally, Tory and the team proactively make recommendations for improvement and they're willing to dive deep into the performance metrics and data."
Autumn Fleck, Former VP of Revenue Growth
Autumn Fleck, Former VP of Revenue GrowthText2Drive
"When TrueFort first engaged with the Bay Leaf team, we had no digital marketing program and needed to quickly stand up our paid search and paid social programs. The Bay Leaf team immediately took control of our LinkedIn and Google Ads, showing impressive lead generation results within a month. The consistent quality of leads was high enough that we expanded our relationship to prioritize website management and SEO efforts within 9 months. The BLD team is always testing, monitoring, and iterating based on the most recent results."
Matthew Hathaway
Matthew Hathaway, Chief Marketing & Strategy OfficerTrueFort
"The company has seen a significant increase in their conversions, and stakeholders are happy with Bay Leaf Digital’s services. They manage the engagement well, and they’ve proven to be attentive to the firm’s needs. They show genuine interest in the quality and success of the leads they generate."
Contact Center SaaS
VP of Marketing, Contact Center SaaSClutch.co
"Bay Leaf’s ability to take on activities outside the scope of work has been fantastic. Inquiries and sales have both increased thanks to Bay Leaf’s form modifications. They’ve provided consistent communication and proved themselves willing to contribute to a large number of efforts, even if they aren’t spelled out in scope documents."
Justin Laxton
Justin Laxton, Former Chief Operations OfficerWeiner's LTD
"It's been great working with Bay Leaf Digital. They've been clear with their process, expectations and communication from day one and have been a driver of my SaaS company's growth amidst a pandemic. Even though all work has been remote, they feel like an extension of our team."
Jason Benchetrit
Jason Benchetrit, Junior AssociateMeazureUp
"For the first month since January of last year, we saw the highest new member net!  We’ve gone a year and a half with zero growth.  With the help of you and your team we are seeing numbers we’re excited about!"
Suzanne Stone
Suzanne Stone, Managing Partner IRS Solutions Software

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