Marketing Automation

Triggered Communication at Just the Right Time

Drive More Leads. Convert more Leads to Sales. Demonstrate ROI.

You want to nurture your marketing leads through sales pipeline to closed deals. But how do you streamline your process when every prospect is different? Marketing Automation leverages your real-time marketing data to provide relevant, contextual marketing experiences to every contact in your database.

Personalized, one-to-one communication delivering the right message to the right person at precisely the right time.

Trigger Direct helps you setup and customize a Marketing Automation system that matches your business processes and integrates with your current website and customer database.


Marketing Automation:  How It Works

marketing automation overview

Engage Leads at Critical Points

Our powerful but easy-to-use rules engine simplifies marketing automation. Use workflows to engage leads at critical points in their unique buying process while simultaneously notifying salespeople of purchasing behavior. Identify hot prospects with Lead Scoring based on engagement, page tracking, fit and more. Widen your sales funnel with powerful tools built to convert leads to sales.

marketing automation graphic
marketing at just the right time

Behavioral-Based Email Automation

Put an end to “email blasts” and start conversations that lead to conversions. Go beyond the functionality of traditional ESP’s with “after-the-click” tracking for truly personal messaging. Send every lead just the right information at critical points in their unique buying process and notify salespeople to act at just the right time.

Dynamic Forms Built For Conversion

Build, customize and reorder fields effortlessly with the sleek drag-and-drop editor. Our Dynamic Forms autocomplete fields for known visitors to improve conversion and look great on any site with custom CSS. You can even map fields from 3rd party and native forms.

marketing automation multi-channel marketing
identify visitors

VisitorID Identifies More Leads

Identifying 2x as many visitors to your site is just the beginning. Use behavioral-based tracking to truly understand what motivates each click. Receive a list of the day’s hottest leads right to your inbox and act at the just the right time to convert to sales.

Built-in and 3rd Party CRM

Track opportunities from creation to close with a bird’s eye view in Pipeline. Create custom deal stages, fields, filters and more to manage your unique sales process. Of course, you can always two-way sync data between our system and your 3rd Party CRM of choice.

customer relationship management
Return on investment increasing

Cut Through the Noise

Make key decisions with accurate and relevant data. Slice and dice powerful metrics into customized reports. Understand end-to-end ROI and share key information with your team, clients and customers.

Get Social

Explore a lead’s social links directly from the Contact Manager to gain a 360˚ understanding of their interests. Leverage social media to better engage and create conversions from connections. Strategically grow your network with social automation rules.

social media integration
connected and flexible

Connected and Flexible

Connect to hundreds of 3rd party software providers with API and Zapier Integration. Truly make this system your own by rebranding emails, notifications, reports and even the app itself. Rest assured your data is safe on our encrypted, secure and scalable platform.