Next-Level Marketing Automation: How RollWorks Workflows Streamline Sales Handoffs

November 15, 2023

As 2024 approaches, it's clear that a seamless transition from marketing to sales isn't just nice to have—it's essential. RollWorks' Workflows is leading the charge, providing a solution that streamlines the process of moving high-potential leads to sales teams. This automation ensures that engagement happens when it's most effective. 

With RollWorks, the integration is smooth, supporting campaigns that speak directly to decision-makers at the right moments in their journey. It's about making sure every campaign feels like it's crafted just for them, without the extra fluff.

The Challenge: Evolving Marketing Needs

Marketers today are tasked with a big challenge: to deliver personalized, cross-channel campaigns that strike a chord with decision-makers at every stage of their buying journey. This isn't just about sending out emails or posting on social media anymore. It's about ensuring that every interaction, every touchpoint, is tailored to the unique needs and preferences of the buyer.

But there's a catch. With so many tools and platforms available, managing and coordinating these campaigns can become a massive task. The constant juggling between different software, the endless exporting and uploading of data, and the potential for errors can be overwhelming. And let's not forget the pressure to do more with less, as many marketing teams are operating with limited resources.

The Game-Changer: RollWorks' Workflows

RollWorks recognizes these challenges and is excited to introduce Workflows, a feature designed to revolutionize the way marketers orchestrate their campaigns. With Workflows, you can:

  • Automate and Scale: Say goodbye to manual processes. Workflows allows you to automate cross-channel campaigns, ensuring your messages reach the right audience at the right time.
  • Deep Data Insights: Powered by 15 years of data and machine learning, RollWorks offers unparalleled buyer intelligence. With over 1.2 billion online profiles and a plethora of behavioral data points, you can now hyper-target your audience with precision.
  • Customizable Templates: Not a tech guru? No problem. With preconfigured templates, even the most non-technical marketer can set up campaigns in minutes.
  • Seamless Integration: Streamline your marketing strategy by effortlessly channeling data into Salesforce, HubSpot, and Marketo. This system doesn't just collect information; it discerns buyer behaviors and preferences, automatically categorizing potential leads into appropriate campaigns.

Spotlight on Hot Contacts

One of the standout features of Workflows is the ability to identify and prioritize Hot Contacts. These are high-potential contacts from your CRM that exhibit strong buying signals. With Workflows, you can seamlessly hand off these hot contacts to your sales team, ensuring timely and relevant engagement. This not only strengthens the alignment between marketing and sales but also accelerates the conversion process.Real-World Applications

Alright, picture this: You're effortlessly handing off those high-potential contacts to your sales team. Or maybe you're sending out super personalized marketing emails and direct mail that have your audience nodding along. With Workflows, this isn't some far-off dream; it's happening right now. Whether you're updating Salesforce contacts with all the juicy details or kicking off direct mail campaigns that hit just right, you've got the power.

GaggleAMP took Hot Contacts for a spin and set up Slack notifications to ping their sales team the moment a hot lead surfaced. No more missed opportunities or "I wish I'd known sooner" moments. This savvy workflow made their marketing and sales teams work together better then before, helping them not only hit their lead goals but totally crush them. 

The Bottom Line

The marketing horizon of 2024 is characterized by automation, integration, and personalization. RollWorks' Workflows isn't just about meeting today's buyer expectations—it's about setting new standards. Eager to outpace the competition and kickstart 2024 with unmatched momentum? Request a demo with our team today and embark on a transformative journey!

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