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Drive loyalty through relevant messaging shared at just the right time in the buying journey.
Align across sales and marketing to optimize the customer experience.
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Build trust and grow your business by delivering the right message to the right audience at just the right time.
Insightly Marketing Journeys are an intuitive solution that has helped our client drive a 10x increase in pipeline over just a few months by identifying prospects with a high propensity to convert.
Amy Anderson, Co-Founder, Wild Coffee Marketing
Quickly and easily create beautiful marketing assets that drive awareness and conversion.
Create high-quality landing pages designed to convert visitors to leads.
Create strong relationships by making every touchpoint insightful and engaging
Improve your brand reputation and your results by delivering relevant content that builds trust.
Make smart decisions, understand what motivates your audience, then iterate and improve on your performance.
The number one biggest benefit of working with Insightly is transparency. Major decisions have to happen and we all have to be on the same page.
Kelsey Dus, Marketing Director, SIGMA Equipment
Create a single source of truth, share results across your entire organization, and demonstrate your impact.
Test, learn, and improve your email performance
Share insights across your entire organization and build strong relationships with prospects and customers.
Extend your reach and drive sales with a unified experience across sales, marketing, and customer support.
Market smarter and grow faster when you connect Insightly Marketing to the rest of your tech stack.
Manufacturing firm SIGMA Equipment shares the benefit of using Insightly CRM + Insightly Marketing to drive better cross-team communication, move faster, and generate more revenue.
We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.
Marketing automation is technology that helps marketers automate activities such as email, email journeys, social media posting, form actions, etc. Automating these tasks can nurture your leads through the marketing funnel with personalized messaging that is “hands-free.” Marketing automation platforms are typically cloud-based software for which you pay a fee. The fee is often based on the number of contacts you have in the system.
Marketing automation software saves time and resources by streamlining and automating tasks and processes that marketers would otherwise do manually, or not at all. It helps users to save time, produce better results, reduce human error, and use data to target marketing efforts to specific groups. At the same time, it can increase your engagement with your leads, help convert more leads faster, provide ROI information and data on your campaigns, and show how leads interact with your marketing assets.
In the early days, marketing automation platforms came with high price tags that only large organizations could afford. Today, there are many affordably priced platforms that are intuitive so that virtually any organization of any size can use this technology.
Inbound marketing is a marketing strategy about creating valuable content that aligns with the pain points of your ideal customer profile and fosters relationships with them as you help them solve problems. Marketing automation refers to the actual software platform used to automate marketing tasks and nurture leads. In other words, you need a marketing automation platform to run an inbound marketing strategy.
Before we used Insightly, we had a couple of applications we used. One of them was MailChimp and it was fine, but very limited in what it was able to do…So now that we have a platform where we can integrate both of those worlds into one with Insightly Marketing, it’s a real game changer.
Before [Insightly], it was very manual. We would have meetings on top of meetings. Now, all of the data is right in Insightly, and we can see the progress of our marketing requests and we can see the results.
Marketing automation for agencies and digital marketing agencies is a strategic necessity in today’s fast-paced, digital world. By automating routine tasks, marketing agencies can achieve a greater level of efficiency, increase their performance, and enhance the effectiveness of their campaigns. Marketing automation describes the use of technology to automate repetitive marketing tasks such as email marketing and customer segmentation.
Automation also allows agencies to scale their efforts. By leveraging marketing tools for business, agencies can handle more clients and campaigns simultaneously without compromising on quality or effectiveness. In other words, marketing automation allows agencies to do more with less, making it essential to long-term growth and scalability.
Marketing automation drives improved results for agencies and clients alike. Automated campaigns can be personalized and targeted based on specific customer behaviors. Additionally, automation provides a wealth of data that can be analyzed to measure performance and make data-driven decisions.
Aside from using automation for their own benefit, agencies are providing marketing automation services to their clients via marketing platforms for businesses. These services help clients harness the power of automation while creating a new source of revenue for themselves.
So how should agencies go about selecting the right marketing automation tools?
First, they should look for tools that align with their objectives, as well as those of their clients. Whether it’s improving lead generation, enhancing customer engagement, or measuring campaign performance, the selected tools should cater to these goals.
They should keep in mind that usability is key. Marketing automation tools should be user-friendly and require minimal training to operate. Agencies should also consider the level of support provided by the software vendor, as this can impact the implementation and ongoing management of the tool.
Integration capabilities are also vital. Solutions should seamlessly integrate with existing systems such as CRM, CMS, and analytics tools. This ensures that all data can be synchronized across different platforms, providing a holistic view of marketing activities.
Scalability is another crucial factor that should come into play when deciding between automation tools. As the agency grows and its needs evolve, the tool should be able to adapt and scale accordingly. It should likewise allow for customization to cater to unique needs and situations.
Finally, agencies should consider cost. While it’s important to find a tool that meets all the above requirements, it should also fit within the agency’s budget. Agencies must assess the cost against the potential return on investment and the value it provides to both the agency and its clients.
Agency automation tactics involve the utilization of marketing automation tools and associated professional services to provide comprehensive marketing solutions. Here are some tactics agencies could employ:
By implementing these tactics, agencies can improve their internal operations and provide a higher level of service to their clients. They can also work to create a strong competitive advantage in the marketplace. Whether it’s streamlining lead generation or providing comprehensive bundled services, these strategies can transform the way agencies deliver value to their clients.
Automation has become a fundamental part of marketing strategy. It not only enables businesses to deliver quicker results, but obtain critical insights into their customers and service processes. Here are some of the industries that benefit from marketing automation:
These are just some of the industries that can benefit from marketing automation. In 2023 and beyond, a growing number of sectors are expected to incorporate automation to some extent, further demonstrating the value of this technology. Businesses that continually look for ways to automate are well-poised to succeed in today’s competitive market.
Finding the right CRM software can greatly impact a marketing agency’s operations, productivity, and client relationships. Here’s a guide to finding the best CRM for a marketing agency:
Insightly offers an affordable alternative to Salesforce, allowing users to enjoy savings of up to 50% or more. With Insightly, you can determine your CRM needs based on your required features, define roles and permissions, and much more. Get started for free today to reap the benefits of a multifaceted CRM.