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Today I'm going to be helping you compare and see the benefit of using two different CRM + marketing automation systems. We're going to be talking about ActiveCampaign as well as AgileCRM. And I'm going to tell you here why you should probably be using both if you're interested in having a great CRM as well as an amazing email marketing automation tool with pretty much no limits for the number of contacts that you have.
Let's get started first by comparing the visual user interface of ActiveCampaign and AgileCRM when it comes to creating the marketing automation. So, right here I'm showing you the inside of a marketing campaign with an AgileCRM and you can see that it's very easy to actually drag and drop each of these things called nodes. And then you're able to drag and drop by moving from here to there, different nodes that you can include.
Today I'm going to be going through the differences between three major CRM and email marketing software and that is AgileCRM which you see here as well as ActiveCampaign and Autopilot.
So here internally I'm already using for the company for our digital marketing agency AgileCRM and we love it, but there are some limitations based on the plan that we are in and we really wanted to test other email marketing focused CRMs. So all other tools, in fact, Autopilot is not really a CRM, it's really just more for automated email marketing.
ActiveCampaign is definitely a combination of both... like AgileCRM, it is both a CRM as well as an email marketing automation software. Then, of course, the one we already use called AgileCRM which really has a lot of different features and we really love it for that.
This is part 4 of 12 ways to save time and money in your sales and marketing tasks. So if you haven't seen the first three parts, make sure to go back and see those first. They're going to be the ones where we shared already nine different ways. These are going to be the last three.
So the seventh thing you can do to save time would be to track whether or not your contacts receive, open and click your emails. There are several different types of extensions or built-in features depending on the CRM that you're using that lets you see whether or not the people who you been in touch with have actually received what you sent them and that saves you a lot of time, so that you don't have to follow up by sending additional emails or calling to make sure that they actually got what you sent them.
This is going to be part two of twelve ways to save time and money in your sales and marketing.
So for the fourth thing that we're going to be showing to you, that's going to be how to save your new clients into your accounting system. So saving new clients from your CRM system in this example, into for example here, QuickBooks Online. So another way to save some time, in this case specifically for sales, we set up a Zapier zap or a synchronization between AgileCRM and QuickBooks Online. So that the moment that I tag a specific contact, in this case we tagged with a tag called "invoice", that contact's information every 15 minutes through Zapier will automatically add that new customer into a customer within QuickBooks.
Today we're going to be starting a series - a four-part series of 12 ways to save time and money in your sales and marketing tasks. So we're going to focus on three on each of these episodes. So these are going to be things that are going to show you how to do things faster by using software to learn more and be more efficient in your day to day job. So let's start with number one.
The first one, that's a very important one is the ability to sync your contacts usually from Google or the email that you use. A lot of people use Gmail or GSuite or Google Apps for work. The first thing that you want to do in order to save time is being able to synchronize all your Gmail contacts to be sent to your CRM.
Today I'm going to quickly go over five benefits of email marketing automation. This is basically the idea of why you should be doing marketing automation. Most of it is usually done by email, so let's discuss.
1. One of the most important benefits of automating your marketing is the fact that you can save a lot of time and thus also a lot of money, once you do complete setting up your email campaigns? Why? Because there's going to be a lot of things being done automatically without you having to manually send emails. So that's benefit number one.
The first step is that you want to make sure that you're going to become an expert in your specific topic or industry. Why? Because people are going to be attracted to your content based on your expertise. So you want to make sure that you really first think about, what it is that you want to share with the world before you start creating your email marketing or general automation campaign. So the first step within that step is to make a list of topics that you commonly talk about with your customers.
What it is that you normally share with people that you're talking about, that's usually the same thing that you should be talking about through your emails or through your marketing automation? You got to keep in mind that you are here to solve people's or companies' pain points. So you want to think about what content would I share that will directly relate to how I'm helping people. So keep that in mind whenever you're going to be listing the different types of topics or things that you want to talk about.
In this episode we're going to compare what are the differences between a simple drip campaign and an advanced nurturing email campaign. So let's get started with the first.
Regular simple drip email campaign usually refers to an email campaign that has set number of messages pre-defined in a specific time sequence. That means it's designed to send messages to prospects or customers at a regular interval based on certain behaviors or lead status or in this case more specifically in the most simple way it refers to creating a set of emails that are going to be sent to every user who signs up for a campaign or a list. In the simple example, let’s say that you signed up for something, the first email is going to be sent to you usually the moment that you sign up or a few minutes later and then the second email might be set on the campaign to be sent on the third day or on the fifth day so you'll get an email too let’s say on the third day and then email number three you'll get it on the day number seven for example right. What this means it's a linear set of emails that means whether you open the mail or didn't open the mail or whether you interacted with it or not, you’ll still continue to receive the rest of the emails. This is what the simple drip email campaign refers to.