Put Your Growth Plan on Autopilot with SaaS Marketing Automation
Maximize ROI with Strategic Automation
Conversion rates climb and sales skyrocket when you partner with SaaS marketing experts who create and implement comprehensive, holistic marketing strategies that leverage the power of automation.
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Cultivate New Users at Every Stage of the Funnel
Identify, track, and nurture prospects with SaaS marketing automation to improve lead quality and target marketing messages more precisely. -
Delight Prospects with Personalization
80% of consumers prefer doing business with companies that provide a personalized experience. Use customer data to automate a highly specific experience that engages prospects and encourages them to take the next step.
What are the Benefits of SaaS Marketing Automation?
Streamline Your Buyer’s Journey
Implemented with a CRM tool like HubSpot or Salesforce, cutting-edge marketing automation allows you to engage with leads in a nuanced, low-pressure way that patiently builds on their initial actions and allows them to guide interactions. Imagine a new prospect who enters your pipeline by downloading an eBook. Rather than following up with an email or phone call to schedule a demo, you can sit back and relax while automation does the work for you, gently nudging them along with more content that matches their interest until trust has been established and they’re ready to take the next step.
Optimize and Segment Contacts
Your audience’s attention is fragmented and spread thin, with the entire internet trying to get noticed. A personalized journey tailored to each individual is the key to turning even the slightest notice into a mutually beneficial relationship.
Use automation to set up your CRM and other Martech tools to capture data from every inbound lead, then direct each one to an appropriately segmented list. Leverage a holistic approach that helps you score leads and understand which ones:
- Fit your ICP
- Engage with your content
- Are at each stage in your funnel
- Prefer different types of content
- Take high value action
- Are ready for the next step
Use those highly specific lists to send hyper-relevant, resonant messages that prospects are happy to receive at every point as they make their way from stranger to happy, engaged customer.
Turn More Qualified Leads into Stronger Opportunities
Use automation to focus your attention on the leads that are the best fit for your SaaS. Allocate resources toward the deals that are most likely to close.
Scale with Efficiency
Anyone trying to make a mark in SaaS knows that the hours are long and there’s not a moment to spare. Automation reduces effort by prioritizing quality of leads over quantity, ensuring that the leads you pass on to your sales team are primed and ready to buy.
Automation also means flexibility. When routine tasks no longer require hands-on management, you can direct your energy toward creative and relationship-building endeavors, reinforcing your brand’s reputation and generating revenue for your company.
Acctivate
TrueFort
Emissary
SaaS Marketing Automation Essentials
McKinsey reports that 60% of workers could save 30% of their time with automation. Imagine what your team could accomplish with the hours they would reclaim by automating emails, workflows, prospect profiles updates, lead scoring, data enrichment and tracking attribution.
We begin each SaaS marketing automation strategy by establishing a thorough understanding of where you are today and where you want to go in the future. With that information in hand, we create a customized, scalable 4-part solution that works now and expands as your business grows.
1. Automation Audit
We’ll ask questions like:
- Do you have any automated processes now?
- Are you successfully using a platform or do you need to choose a new one?
- Will a migration be required?
- What’s working, and where is there room for improvement?
2. Strategize
We’ll examine every aspect of your marketing to determine where SaaS marketing automation can have an impact. We’ll prioritize processes that generate higher quality leads for your sales team.
3. Implement
One by one, we’ll put our ideas into action, building automated workflows that heat up your pipeline and fill your funnel while saving you time and effort.
4. Monitor and Assess
Some of our clients have more than 100 workflows in place, creating many layers which create a complex system. One small change can have numerous consequences. We defend against vulnerability with vigilance, mapping processes and watching carefully for sync errors.
SaaS Marketing Automation FAQs
I have a marketing strategy. Do I need an automation plan, too?
Yes, you do! Your marketing strategy sets the foundation for growth. A holistic SaaS marketing automation plan optimizes every aspect of your marketing strategy to:
- Streamline tasks
- Ensure consistency across channels
- Improve lead nurturing with better personalization
- Boost efficiency
- Base decisions in data
- Stay on budget
Integrating these approaches drives higher engagement and conversions, keeping your SaaS competitive in a fast-paced market.
Which SaaS marketing automation tools do you support?
Our SaaS marketing agency is a HubSpot certified partner and our staff members hold multiple HubSpot certifications, but we can also collaborate with you on strategies that leverage the powerful capabilities of Marketo or Pardot.
We seamlessly support and integrate all common MarTech tools for B2B SaaS, including advertising platforms, email marketing tools, and audience identification systems.
Shopping for a platform? Read about the most essential marketing automation tools to build your optimal B2B SaaS MarTech stack.
I want to change automation platforms. Can you help?
Changing platforms requires several steps and needs to be undertaken with attention to detail. Our experts will ensure a seamless migration that ensures data integrity and keeps your existing automations flowing without interruption.
How does automation support inbound marketing?
Automation is the secret weapon that amplifies inbound marketing. It streamlines lead attraction, nurture, and conversion leads.
Workflows that deliver timely, engaging, and relevant messages based on user behavior increase engagement and turn curiosity into sales. Integrating workflows across all touchpoints ensures a seamless, consistent experience across all channels, maximizing the efficiency and impact of your inbound marketing efforts.
See how our strategic approach to SaaS Marketing Automation helped [Client or Industry] drive measurable results.
To achieve stronger alignment between Sales & Marketing, Bay Leaf rolled out a marketing automation and CRM tool (Hatchbuck) that allowed for emails to be properly segmented, scaled, and delivered with timely collateral based on the behavior of the prospects – all without disrupting sales operations.
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What We Do
We serve clients in the US and Canada by filling their pipelines with stronger, more qualified opportunities.
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