Marketing Automation in TekStack is supported by Click Dimensions. It is designed to provide visibility and automation to your marketing capabilities.

This is a unified and integrated environment so that everyone in the organization knows who is engaged on marketing programs. Your marketing practice is ready to run, out of the box, needing very little configuration and it’s ready to go.

Why TekStack Marketing Automation?

The internet and social media have changed buyer behavior, which has in turn changed how companies market and sell. With information so readily available, buyers are now in more of a power position than ever before. They expect more relevant, personalized and timely communications from brands.

• Unify the customer experience and minimize things like broken handoffs and recycled leads
• Take back control of leads by providing ways to reach every target, see every interaction, and connect everything together – all from a single platform.
• Essential marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms and landing pages, social marketing.
• Attract more leads, close more sales and more effectively engage customers.

Marketing Automation is a cost-effective marketing tool that is fully featured. You don’t need third party solutions that cost more each year. In B2B, you are trying to find potential leads. Marketing Automation helps your marketing team facilitate that process and generate those opportunities.

What does it do?

• Create campaigns, for example, an ad on LinkedIn, and then track all conversions from that ad. Set this up in TekStack. Your campaign responses land in a list in TekStack.
• Build forms in Click Dimensions that will surface on a custom landing page. A filled form will appear in the Posted Forms list in TekStack.
• See who is interested in your product and even the level of their interest shown by the automated system.
• Set up engagement scoring in Click Dimensions to help determine interest.
• Send a sales or marketing messages to a list of individuals from your Posted Forms list and track how recipients interact with the email and measure the overall results of the campaign.
• Use metrics to help you determine the cost of your inbound campaigns and subsequent cost-benefit.
• Avoid miscommunication knowing that contacts are populated into the fully integrated customer relationship management system.

What you’ll see

In the Marketing area of TekStack, the left navigation pane gives you access to three important sections: My Work, Marketing Activity and Audiences.

My Work

Marketing Dashboards shows you a variety of dashboards defaulting to Inbound Lead Triage. Your options include:

See, for example, a chart showing All Campaign Response History, a comprehensive look at your types of campaigns and the response to them over time.

Shown another way, a chart showing Campaign Responses.

Here’s a chart showing the Opportunity Value of your performance.

Activities shows you lists of your work items. Here are some different views.

Marketing Activity

All these charts have underlying lists that you can work with, shown under Marketing Activity.

• Campaigns

This shows lists of all your campaigns.

• Campaign Responses

This shows your campaign responses in a variety of different ways.

• Events

An active part of your marketing focus is awareness and education. See all your events here.

• Posted Forms

See lists of responses to your forms posted online.

• Emails

This shows lists of emails sent and received.

Audiences

And, best of all, a database of your accounts and contacts integrated with those in all the other areas in which you work.

Learn more about the Customers section of the TekStack apps in Understand TekStack Navigation – Overview.