7 One-to-One Electronic mail Automation Recipes That Will Assist You Domesticate Higher Relationships

Creating a good customer experience is no accident. You need a connected strategy to build great customer experiences, or you lose customers to companies that prioritize it.

Professional and corporate users can now send in-person sales emails as part of an integrated engagement strategy. Integrated engagement allows you to combine all the channels that can be used within an automation – marketing campaigns, personal sales emails, text, voice and more.

With engagement built in, sales teams get the right data to make every conversation count while increasing productivity by automatically sending one-to-one emails from their own inboxes.

One-to-one emails allow you to:

  • Use an automation action to easily send a personal email using a connected account like Gmail, Yahoo, Outlook, and more.
  • Use personalization tags and hyperlinks in your automated one-on-one emails to cultivate stronger relationships.
  • Combine marketing and sales emails to create more personal experiences throughout the entire lifecycle, to retain more customers and to increase the efficiency of your teams.

One-to-one emails enable sales reps to get in touch with qualified prospects faster, know the right time to contact existing customers for face-to-face meetings, and follow up with the personal touch when it’s most effective.

But how can you use one-to-one email within an automation?

Read on to learn (and import!) 7 new automation recipes that will help you quickly use one-on-one email as part of your built-in engagement strategy:

  1. Welcome email and phone call for the new offer
  2. Welcome email for New Deal
  3. Trial sales email series
  4. Personal re-engagement
  5. Important page visit tracking
  6. Tracking of multiple page visits
  7. Message of the new phase

1. Welcome email and phone call for the new offer

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Save time by sending a personal follow-up email to a new lead after a call. With this recipe for automation, you can automatically set a task to contact a new deal and then send a follow-up message from your own personal email for a better customer experience.

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2. Welcome email for New Deal

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Wouldn’t it be great to check in in person for every new lead you receive? Automatically reach out to new deals through your personal email as they get in your pipeline.

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3. Trial sales email series

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When people think of a test email series, they are more likely to think of a more traditional marketing series of emails that go out to the user during the trial period that explains the features of the product and walks the customer through the onboarding . But what about the sales automation aspect?

With this automation, you can automate a series of sales emails that run alongside a trial. You will send e-mails at certain intervals in which you introduce the sales representative, offer help, demos and resolve any ambiguities or questions from the test user.

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4. Personal re-engagement

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How can you revive contacts and businesses that have grown cold over time? Of course, through personal contact! This automation allows you to automatically contact deals when they are marked as not engaged, to start a conversation, to reactivate the deal, and to help them with any problem they may face.

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5. Important page visit tracking

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When is a good time for your sales team to reach out to offers? The right time to strike is when the iron is hot – often when the deal has taken action that signals interest. For example, when you visit an important page on your website. This could be a specific landing page, product page, or your pricing page, to name a few.

This automation sends a personal email from your connected email address whenever a contact visits an important page on your website so that a relevant conversation can begin naturally.

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6. Tracking of multiple visits to the site

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An even better indicator that a deal is hot is when the deal is repeatedly interacting with your materials, especially your website. With sales engagement automation, you can make tracking a breeze!

This automation sends a personal email from your connected email address once a contact has visited your website a certain number of times so that you can naturally follow up on having repeatedly shown interest.

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7. Message of the new phase

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Creating a cohesive sales flow is one of the best ways to streamline your team and create a great customer experience. A pipeline with clear phases and actions ensures that no contact falls through the grid and every deal is where it should be. How can you make sure this workflow works without waiting for manual input?

This automation allows you to send a personal email from your connected email address to your deals when they reach a certain level. These emails can start a conversation, offer a demo, or outline the next steps and necessary actions that both parties need to take.

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While the customer journey is often thought of as linear, with a one-time lead transfer from marketing to sales, the customer journey is actually more complex. With ActiveCampaign, businesses of all sizes can make the benefits more robust Automation of sales engagementto ensure the best possible customer experience and maximize growth potential.

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