Category: Marketing Automation

  • SuiteCRM Create Follow Up Calls from Campaigns via Workflow

    SuiteCRM Create Follow Up Calls from Campaigns via Workflow

    A common request I get from clients is to create follow up calls from either an email campaign or regular snail mail mailing campaign.  This can be done fairly easily in SuiteCRM and save time on coordinating and tracking follow up calls. However, the sales manager in me says “Why are you calling to follow […]

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  • DRIP Campaigns with Mautic & SuiteCRM

    DRIP Campaigns with Mautic & SuiteCRM

    I get clients asking all the time about building DRIP type campaigns in SuiteCRM.  While SuiteCRM is great for certain types of email marketing, DRIP campaigns are not one of them.  I usually recommend Mautic, which synchs contacts pretty seamlessly with SuiteCRM as a great marketing platform to achieve DRIP campaigns with SuiteCRM. What is […]

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  • 30 Time Saving SuiteCRM Workflow Automation Ideas

    30 Time Saving SuiteCRM Workflow Automation Ideas

    SuiteCRM Workflow automation is the real power of a CRM. Automating your workflow and follow up ensures consistency and reduces workload. So many clients see a CRM as a database. It definitely is a database, but if you’re only using a CRM store information you’re missing out on the real power of a CRM. I’ve […]

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  • Transportation Marketing Automation

    Transportation Marketing Automation

    Transportation Marketing Automation Overview Marketing Automation is widely used throughout other industries but Trucking and Logistics companies seem slow to adopt Marketing Automation.  Transportation Marketing Automation is a great way to fire start your sales team with qualified leads.  Plus, because it’s automated, contact activity is no longer dependent upon the limitations of your sales […]

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  • SuiteCRM Web Activities Integration with Mautic

    SuiteCRM Web Activities Integration with Mautic

    SuiteCRM Web Activities Integration with Mautic should work out of the box, but you keep getting the error: mautic.ERROR: INTEGRATION ERROR: Sugarcrm – Module Does Not Exist mtc_WebActivities set_entries POST [] [] I think what’s going on here is that this module probably existed in SugarCRM CE at one point and did not end up […]

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  • Trucking & Logistics Companies aren’t Leveraging Digital Marketing to Grow Sales

    Trucking & Logistics Companies aren’t Leveraging Digital Marketing to Grow Sales

    After spending 15 years in Transportation & Logistics I’ve seen that the majority of companies just aren’t leveraging digital marketing technologies for their Sales and Marketing Teams the way they could be. Sure, they invest fortunes in dispatch and freight management software and technology, but their sales and marketing departments are often left behind.  Many […]

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  • Free Marketing Automation Software

    Free Marketing Automation Software

    Yes! It’s true.  There is now an open-source free marketing automation software that’s available.  It’s comparable to many of the paid solutions like Hubspot and Infusionsoft, but it’s free.

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