Automated Sales & Marketing Systems
Our Philosophy |
The volume of future customers is in direct proportion to the volume of leads being consistently nurtured in a polite, professional and respectful manner. |
Please view the below video
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Please view the below video
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Note: All sections in the above flowchart that contain color are part of SalesDrip's Automation
** Compare SalesDrip's system (above) to the typical sales rep workflow shown below **
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Note: All sections in the above flowchart that contain color are part of SalesDrip's Automation
** Compare SalesDrip's system (above) to the typical dispatcher workflow shown below **
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Statistics suggest that a sales rep working the "6 Week Sales Cycle" has a 7.21% chance of contacting the lead with a relevant message at the time an opportunity is present. When the sales rep stops following up to pursue other opportunities, the odds drop to zero. |
If the sales rep were to start SalesDrip's automation on the lead at the time of qualification, statistics suggest that the sales rep would have a 21.15% chance of contacting the lead with a relevant message at the time of an opportunity. Since the automation runs continuously, the odds continue to be 21.15% every year. |
Learn more about Hyper Geometric Distribution by clicking this link. |
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Shipper / Consignee Lead - Automation Timing
The below table shows the timing and events for a workflow applied to a non-paying shipper / consignee lead. You can click the blue underlined links to view the content of each template. Any of the timing or content can be changed to suit your needs. Important Note If your TMS has API capabilities, SalesDrip can automate the importing of non-paying shipper / consignee leads from your system into SalesDrip at preset time frames. After the data is imported, SalesDrip can be configured to automatically start the below campaign. |
Days from start | Event | Days between events |
Every 15 minutes |
Import new non-paying shipper / consignee data Add to Group Alert Sales Rep of New Contact Start Shipper / Consignee Workflow |
0d |
0 days |
Email: Shipper / Consignee Introduction Survey: Performance Questionnaire Recipient selects "Yes" to question: "Would you be interested in receiving 10% Off Your 1st Shipment with us?" Email: 10% Off Coupon Email Offer Coupon: 10% Off 1st Shipment Email: Coupon Opt In Confirmation Recipient clicks link to coupon Email to Contact: Coupon Delivery Email Alert To Sales Rep: Workflow Triggered |
0d |
1 days |
Schedule Activity for Sales Rep: Review Survey |
1d |
5 days |
Check if contact has has become a customer. Update Group. Start Enlighten Stage Drip Campaign. End. |
5d |
After you've had a chance to review the above, feel free to email any changes that you'd like me to make. |
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Enlighten Stage Campaign - Automation Timing
The below table shows the timing and events for a workflow applied to a qualified lead in the Enlighten Stage. You can click the blue underlined links to view the content of each template. Any of the timing or content can be changed to suit your needs. Important Note Each of the below emails contain the link "Click Here To Learn More" that points to the same Enlighten Stage Landing Page. In addition, each email contains the link "Click Here To Receive 10% Off Your 1st Shipment" that points to the same Promotional Coupon. |
Days from start | Event | Days between events |
5 days |
Schedule Activity for Sales Rep: Follow up call |
5d |
20 days |
Email: Enlighten Email #1 |
15d |
35 days |
Schedule Activity for Sales Rep: Follow up call |
15d |
65 days |
Email: Enlighten Email #2 |
30d |
95 days |
Schedule Activity for Sales Rep: Follow up call |
30d |
125 days |
Email: Enlighten Email #3 |
30d |
155 days |
Schedule Activity for Sales Rep: Follow up call |
30d |
185 days |
Email: Enlighten Email #4 |
30d |
215 days |
Schedule Activity for Sales Rep: Follow up call |
30d |
245 days |
Email: Enlighten Email #5 |
30d |
275 days |
Schedule Activity for Sales Rep: Follow up call |
30d |
305 days |
Email: Enlighten Email #6 |
30d |
335 days |
Schedule Activity for Sales Rep: Follow up call |
30d |
365 days |
Email: Enlighten Email #7 |
30d |
395 days |
Schedule Activity for Sales Rep: Follow up call |
30d |
425 days |
Email: Enlighten Email #8 |
30d |
455 days |
Schedule Activity for Sales Rep: Follow up call |
30d |
Restart | Restart Campaign | Restart |
After you've had a chance to review the above, feel free to email any changes that you'd like me to make. |
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New Customer Workflow - Automation Timing
The below table shows the timing and events for a workflow applied to a new customer. You can click the blue underlined links to view the content of each template. Any of the timing or content can be changed to suit your needs. |
Days from start | Event | Days between events |
0 days |
Email: New Customer Alert to your entire staff |
immediate |
3 days |
3d |
|
5 days |
Schedule Activity for Sales Rep: Send thank you card |
2d |
16 days |
Schedule Activity for Sales Rep: Call non-paying party to qualify. If account qualifies, enter their data into SalesDrip, send email introducing your company and start the Qualified Lead automation. |
11d |
20 days |
Email: ”1st Shipment Satisfaction Survey” to customer Survey: New Customer Satisfaction Survey |
4d |
Upon completion of survey |
Email: “1st Shipment Satisfaction Survey Responder” to customer |
immediate |
Upon completion of survey | immediate | |
Upon completion of survey |
Schedule Activity for Sales Rep: Review survey results |
immediate |
Upon completion of survey |
Schedule Activity for Sales Rep: Call customer to setup meeting |
immediate |
Upon completion of survey |
Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer |
immediate |
90 days |
Schedule Activity for Sales Rep: Customer Activity Review |
70d |
180 days |
Change customer status: from “New Customer” to “Customer” |
90d |
end | End of New Customer Track: (contact starts “Customer” workflow) | end |
After you've had a chance to review the above, feel free to email any changes that you'd like me to make. |
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Customer Workflow - Automation Timing
The below table shows the timing and events for a workflow applied to an existing customer. This workflow starts after the new customer track ends. You can click the blue underlined links to view the content of each template. Any of the timing or content can be changed to suit your needs. The two primary surveys used in this campaign are: |
Days from start | Event | Days between events |
0 days |
Email: ”Customer Satisfaction Survey #1” to customer Survey: Customer Satisfaction Survey#1 |
1d |
Upon completion of survey |
Email: “Customer Satisfaction Survey Responder” to customer |
immediate |
Upon completion of survey |
Email: Notification of survey completion to sales rep |
immediate |
Upon completion of survey |
Schedule Activity for Sales Rep: Review survey results |
immediate |
Upon completion of survey |
Schedule Activity for Sales Rep: Call customer to setup meeting |
immediate |
Upon completion of survey |
Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer |
immediate |
5 days after meeting |
Schedule Activity for Sales Rep: Send thank you card |
5d after mtg |
30 days |
Email: Welcome email from CS manager |
29d |
45 days |
Email: ”Promotions (customers only)” to customer Signup Form: Promotions Signup Form |
15d |
90 days |
Schedule Activity for Sales Rep: Customer Activity Review |
30d |
180 days |
Email: ”Customer Satisfaction Survey #2” to customer Survey: Customer Satisfaction Survey #2 |
90d |
Upon completion of survey |
Email: “Customer Satisfaction Survey Responder” to customer |
immediate |
Upon completion of survey | Email: Notification of survey completion to sales rep | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Review survey results | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Call customer to setup meeting | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer | immediate |
5 days after meeting | Schedule Activity for Sales Rep: Send thank you card | 5d after mtg |
220 days |
Email: ”Customer Marketing Survey Request” to customer Survey: Customer Marketing Survey |
immediate |
Upon completion of survey | Email: “Customer Satisfaction Survey Responder” to customer | immediate |
Upon completion of survey | Email: Notification of survey completion to sales rep | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Review survey results | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Call customer to setup meeting | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer | immediate |
5 days after meeting | Schedule Activity for Sales Rep: Send thank you card | 5d after mtg |
270 days |
Schedule Activity for Sales Rep: Customer Activity Review |
89d |
360 days |
Email: ”Customer Satisfaction Survey #3” to customer Survey: Customer Satisfaction Survey #3 |
91d |
Upon completion of survey | Email: “Customer Satisfaction Survey Responder” to customer | immediate |
Upon completion of survey | Email: Notification of survey completion to sales rep | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Review survey results | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Call customer to setup meeting | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Send thank you card | immediate |
5 days after meeting | Schedule Activity for Sales Rep: Customer Activity Review | 5d after mtg |
450 days | Schedule Activity for Sales Rep: Customer Activity Review |
89d |
540 days |
Email: ”Customer Satisfaction Survey #4” to customer Survey: Customer Satisfaction Survey #4 |
91d |
Upon completion of survey | Email: “Customer Satisfaction Survey Responder” to customer | immediate |
Upon completion of survey | Email: Notification of survey completion to sales rep | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Review survey results | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Call customer to setup meeting | immediate |
Upon completion of survey | Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer | immediate |
5 days after meeting | Schedule Activity for Sales Rep: Send thank you card | 5d after mtg |
630 days | Schedule Activity for Sales Rep: Customer Activity Review | 89d |
immediate | Email: tom@salesdrip.com notice that workflow extension is required. | immediate |
end | End of Customer Track | end |
After you've had a chance to review the above, feel free to email any changes that you'd like me to make. |
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Please view the below video
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Please view the below video
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3.0 XML API: http://app.salesdrip.com/wiki.pl?a=4&t=15 |
API Sample Code (PHP): http://app.salesdrip.com/wiki.pl?a=4&t=46 |
Additional API topics: http://app.salesdrip.com/app2/serenity.pl#Help |