Marketing is often a difficult endeavor for small and mid-sized RIA firm owners. Marketing involves a great deal of time, effort, and can require significant financial investment. For a long time, marketing automation was something only enterprise-level businesses and corporations could afford, but with new technology, that’s no longer the case. Read more about five benefits of this new IT innovation.
Instant responses to email requests
If a client or prospect sends your business an email via your website or a “Contact Us” form, any delay in response could ultimately cost you a client. But if you have a marketing automation plan in place, you can customize automatic email responses to respond to these leads as soon as an email is received. This lets potential clients receive either the information they requested or know that you will be responding in more detail soon.
Stop leaving voicemails and start closing deals
There’s a reason most people prefer to communicate via email: Keeping in touch over phone can be tough if both parties are always busy. An automated system solves this by logging when you’ve contacted leads and automatically emailing them about follow-up times. The call, email, and its response are all logged in your CRM and calendar without a single minute wasted entering mundane information.
Inbound lead assignment
When you have phone calls, emails, and meetings piling up, it’s hard to keep track of which client goes where and who is working with them. With marketing automation software and tracking, your staff are automatically assigned to inbound leads based on specialities and demographics so they can begin working on building profitable rapport right away.
Give and you shall receive
Potential clients and leads get dozens, sometimes hundreds of business emails every day. You need something to set your business apart from the rest. By offering valuable content such as “How to” guides and “Best Practices” tools in exchange for contact information, you can provide prospects with content they actually want.
All it takes is a web form and some creative writing that ultimately leads visitors back to your firm. Your automation software delivers content to anyone who provides contact information, and it downloads metrics that can be tracked and analyzed by your solution.
Never type another phone number again
Networking events mean new contacts and new leads. Although that used to mean thick stacks of business cards, cutting-edge marketing tools make it possible to take a picture of contact information and automatically convert it into a cloud database. Call-ins, scanned business cards, and received emails all get organized into a single digital rolodex with recommendations for whom to contact, and when is best to do so — without one minute of tedious data entry.
Every business owner knows that automating mindless tasks is a worthwhile investment. But not everyone knows just what sort of tools are available to help you cut down on wasted work. Our team specializes in using technology to add value to your business, and we believe that if you’re not utilizing any of the solutions above — that’s the best place to start. Get in touch with us today to make your marketing technology work for you.