{"id":49805,"date":"2023-11-10T14:08:17","date_gmt":"2023-11-10T14:08:17","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=49805"},"modified":"2025-04-24T12:53:59","modified_gmt":"2025-04-24T12:53:59","slug":"b2b-marketing-automation-examples","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/","title":{"rendered":"Success Stories: 10 B2B Marketing Automation Examples"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Many B2B marketing automation examples show why companies in various industries are quickly adopting <\/span><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation<\/a> today. <\/span><span style=\"font-weight: 400;\">According to Dun &amp; Bradstreet, <\/span><a href=\"https:\/\/www.dnb.com\/content\/dam\/english\/business-trends\/db-optimize-your-marketing-automation-ebook.pdf\"><span style=\"font-weight: 400;\">78%<\/span><\/a><span style=\"font-weight: 400;\"> of B2B businesses took on marketing automation to some extent. The same research shows that 46% of B2B companies extensively rely on marketing automation &#8212; that&#8217;s how effective it can be!<\/span><\/p>\n<p>So, is B2B automation really required? Yes &#8211; <span style=\"font-weight: 400;\">in B2B marketing, every campaign is a long lead nurturing game with many tedious tasks. Since personalization is crucial for <a href=\"https:\/\/www.engagebay.com\/blog\/lead-nurturing-campaigns\/\">lead nurturing<\/a>, incorporating B2B marketing automation tactics can be a game-changer in the following ways:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Taking the burden of these repetitive tasks off your shoulders<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leveraging real-time data to personalize interactions with your leads at every touch point<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">When implemented properly, <a href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/\">B2B marketing automation<\/a> can significantly increase leads and website visitors. It can boost sales, decrease costs, and generate more revenue for the company.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But what kinds of automation might aid your B2B marketing efforts? In this article, I&#8217;ll show you 10 awesome B2B marketing automation examples from top brands that we can all learn from.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#1_Boost_your_open_rates_with_email_marketing_automation_Asana\" >1. Boost your open rates with email marketing automation (Asana)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#2_Increase_productivity_with_CRM_data_management_Amazon\" >2. Increase productivity with CRM data management (Amazon)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#3_Stay_available_247_with_chatbot_automation_Slush\" >3. Stay available 24\/7 with chatbot automation (Slush)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#4_Automate_content_personalization_based_on_their_buyer_journey_Citrix\" >4. Automate content personalization based on their buyer journey (Citrix)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#5_Nurture_your_Leads_with_Timely_Retargeting_Automation_Iterable\" >5. Nurture your Leads with Timely Retargeting Automation (Iterable)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#6_Minimize_churn_with_NPS-triggered_workflow_automation_Trustmary\" >6. Minimize churn with NPS-triggered workflow automation (Trustmary)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#7_Leverage_PowerBI_for_Data-Driven_Decisions_Amazon\" >7. Leverage PowerBI for Data-Driven Decisions (Amazon)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#8_Target_specific_customer_profiles_with_LinkedIn_ABM_campaigns_Adobe\" >8. Target specific customer profiles with LinkedIn ABM campaigns (Adobe)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#9_Streamline_sales_assignments_with_online_form_automation_Hootsuite\" >9. Streamline sales assignments with online form automation (Hootsuite)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#10_Streamline_appointments_with_reminder_and_rescheduling_automation_AOA\" >10. Streamline appointments with reminder and rescheduling automation (AOA)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#What_is_B2B_marketing_automation\" >What is B2B marketing automation?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#How_is_B2B_marketing_automation_different_from_B2C_marketing_automation\" >How is B2B marketing automation different from B2C marketing automation?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-examples\/#What_are_some_B2B_marketing_automation_examples\" >What are some B2B marketing automation examples?<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span style=\"color: #339966;\"><b>10 B2B Marketing Automation Examples From Top Brands<\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">To help you understand what kind of tasks you can automate in B2B marketing, we have listed our favorite <\/span>B2B marketing automation examples<span style=\"font-weight: 400;\"> below that have changed the game for B2B <a href=\"https:\/\/www.engagebay.com\/blog\/freelance-digital-marketing\/\">digital marketing<\/a>.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Boost_your_open_rates_with_email_marketing_automation_Asana\"><\/span><span style=\"color: #993300;\"><b>1. Boost your open rates with email marketing automation (Asana)<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Email marketing automation is one of the most actionable <\/span>B2B marketing automation example<span style=\"font-weight: 400;\">s. Emails offer a special platform to connect with your leads personally. They offer a way to build strong individual relationships.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With email marketing automation, you can deliver timely, targeted emails to your leads based on where they are in the customer journey. As a result, you can achieve higher open rates. Research shows automated transactional emails have a <\/span><a href=\"https:\/\/www.moengage.com\/learn\/email-marketing-tips-to-improve-open-rates\/#:~:text=Tip%20%2317%3A%20Introduce%20Automation&amp;text=In%20turn%2C%20you%20will%20receive,8x%20more%20than%20traditional%20emails).&amp;text=Once%20you%20automate%20your%20marketing,welcome%20or%20abandoned%20cart%20emails.\"><span style=\"font-weight: 400;\">4 to 8 times<\/span><\/a><span style=\"font-weight: 400;\"> more open rate than regular emails.<\/span><\/p>\n<figure id=\"attachment_49811\" aria-describedby=\"caption-attachment-49811\" style=\"width: 620px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Automated-Email-Statistics.png\"><img decoding=\"async\" class=\"wp-image-49811 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Automated-Email-Statistics.png\" alt=\"Email Marketing Automation\" width=\"620\" height=\"500\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Automated-Email-Statistics.png 620w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Automated-Email-Statistics-300x242.png 300w\" sizes=\"(max-width: 620px) 100vw, 620px\" \/><\/a><figcaption id=\"caption-attachment-49811\" class=\"wp-caption-text\"><em>Engagement ratios through automated emails<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">For example, if a lead converts to a customer, you may provide them access to an onboarding series that explains how to use your product to its full potential. Or, say, a potential lead has checked out your business and signed up but has yet to convert. You may send helpful, tailored <a href=\"https:\/\/www.engagebay.com\/blog\/gentle-reminder-email\/\">reminders<\/a> of how your solution can help them reach their goals and provide certain benefits in the market.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Take a look at this Asana\u2019s welcome email campaign. It helps customers to get started by inviting them to create a new task.<\/span><\/p>\n<figure id=\"attachment_49813\" aria-describedby=\"caption-attachment-49813\" style=\"width: 415px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Asanas-Services-Email.png\"><img decoding=\"async\" class=\" wp-image-49813\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Asanas-Services-Email.png\" alt=\"Email Marketing Automation\" width=\"415\" height=\"674\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Asanas-Services-Email.png 680w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Asanas-Services-Email-185x300.png 185w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Asanas-Services-Email-630x1024.png 630w\" sizes=\"(max-width: 415px) 100vw, 415px\" \/><\/a><figcaption id=\"caption-attachment-49813\" class=\"wp-caption-text\"><em><a href=\"https:\/\/reallygoodemails.com\/emails\/welcome-asana-2\">Asana&#8217;s<\/a> welcome email<\/em><\/figcaption><\/figure>\n<h4><span style=\"color: #666699;\"><b>Steps to implement this B2B marketing example<\/b><\/span><\/h4>\n<ol>\n<li><span style=\"font-weight: 400;\">Set up an email marketing tool. To start, you\u2019ll need easy-to-use <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\">email marketing automation<\/a> software like EngageBay.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Build and segment an email list. Have a list of subscribers to send automated emails to\u2014it can be built organically with signup forms. Break up your list into smaller segments based on information like interests or behaviors.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Set up an <a href=\"https:\/\/www.engagebay.com\/blog\/trigger-email-marketing\/\">automation trigger<\/a>. A trigger is an event or condition that will activate the automated campaign (this includes a newsletter signup, an abandoned cart, a subscriber\u2019s birthday, a lack of engagement for X days, etc.).<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Create email campaigns. Design the automated email by creating images, texts, call-to-action buttons, discounts, brand logos, etc.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Activate the automation. Choose the time to send the automated campaign and turn it on. Later, monitor how well it performs to find opportunities to improve.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Setting up <a href=\"https:\/\/www.engagebay.com\/blog\/email-automation\/\">email automation<\/a> might sound complicated, but using the right tool makes it simple, even for beginners.<\/span><\/p>\n<h5><span style=\"color: #808080;\"><b>Pro Tip<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">For ease of implementation, choose a tool that provides <a href=\"https:\/\/www.engagebay.com\/cold-email-templates\/\">customizable email templates<\/a>. You can edit to personalize an email by adding your logos, images, footer, etc., and quickly set a trigger.<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h3><span class=\"ez-toc-section\" id=\"2_Increase_productivity_with_CRM_data_management_Amazon\"><\/span><span style=\"color: #993300;\"><b>2. Increase productivity with CRM data management (Amazon)<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Maintaining efficient sales operations and launching successful marketing campaigns depends on access to reliable and accurate data. However, it may be challenging to pick out the most <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-qualified-leads\/\">qualified leads<\/a> and effectively track sales progress with an outdated and congested customer relationship management <a href=\"https:\/\/www.engagebay.com\/products\/crm\">(CRM) database<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this case, by setting the right triggers, you can automate the sorting of CRM data to keep it clean and updated. By automating data management, you can let your marketing and sales team devote their time and energy to important tasks such as:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Generating leads&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Closing deals<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">One of the best B2B marketing automation examples is from Amazon, which instantly captures customer data to customize its marketing strategy based on each customer\u2019s online experience. For this reason, customers receive marketing emails based on their purchase history.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Steps to implement this B2B marketing example<\/b><\/span><\/h4>\n<ol>\n<li><span style=\"font-weight: 400;\">Review your data input sources to map how your CRM collects data.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Clean your existing data by deleting inactive or duplicated leads.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Create standardized templates, including phone numbers, addresses, and other criteria your data falls into.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Set rules and policies for automating data collection as per standards.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Check out and integrate third-party add-ons that automate data verification and confirm new entries.&nbsp;<\/span><\/li>\n<\/ol>\n<h5><span style=\"color: #808080;\"><b>Pro Tip<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">Assign ownership of customer data management to a driven team member. They can keep a tab on the <a href=\"https:\/\/www.engagebay.com\/blog\/customer-data-guide\/\">quality of customer data<\/a>, and that can help your marketing a lot.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation\/\">Read also: Why Companies Need B2B Marketing Automation Today<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Stay_available_247_with_chatbot_automation_Slush\"><\/span><span style=\"color: #993300;\"><b>3. Stay available 24\/7 with chatbot automation (Slush)<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Chatbots are the way of customer service, saving the customer support team a lot of time and effort. Among all B2B marketing automation examples, this&nbsp;is a widely used one. Research shows a <\/span><a href=\"https:\/\/outgrow.co\/blog\/vital-chatbot-statistics#:~:text=3.,unsatisfied%20with%20a%20chatbot%20conversation.\"><span style=\"font-weight: 400;\">quarter<\/span><\/a><span style=\"font-weight: 400;\"> of all businesses will primarily rely on chatbots for customer service, providing live chat options by 2027. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Why? <\/span><\/p>\n<p><span style=\"font-weight: 400;\">The following infographic may help you understand.<\/span><\/p>\n<figure id=\"attachment_49818\" aria-describedby=\"caption-attachment-49818\" style=\"width: 663px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Chatbot-automation-stats.jpg\"><img decoding=\"async\" class=\"wp-image-49818\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Chatbot-automation-stats.jpg\" alt=\"Chatbot Automation\" width=\"663\" height=\"411\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Chatbot-automation-stats.jpg 915w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Chatbot-automation-stats-300x186.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Chatbot-automation-stats-768x476.jpg 768w\" sizes=\"(max-width: 663px) 100vw, 663px\" \/><\/a><figcaption id=\"caption-attachment-49818\" class=\"wp-caption-text\"><em><a href=\"https:\/\/outgrow.co\/blog\/vital-chatbot-statistics#:~:text=3.,unsatisfied%20with%20a%20chatbot%20conversation.\">Results<\/a> from Chatbot automation<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">One of the most useful applications of chatbots is to provide instant answers to common inquiries and point visitors toward relevant content on your website. This method eliminates the need for leads to wait for responses from your customer support agents. It provides them with the knowledge they want immediately, whenever they need it.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Jenny chatbot from <\/span><a href=\"https:\/\/slush.org\/\"><span style=\"font-weight: 400;\">Slush<\/span><\/a><span style=\"font-weight: 400;\">, the biggest startup event and VC gathering, is a great example. Slush uses the Jenny Chatbot\u2019s conversational AI capability to address event-related inquiries immediately, such as:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How do I get to the venue?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What is the schedule of the event?&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What are nearby hotels to stay in?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The Jenny chatbot handled a massive <\/span><a href=\"https:\/\/www.getjenny.com\/case-study-slush#:~:text=With%20Jenny%20chatbot%2C%20the%20Slush,previous%20year%20thanks%20to%20automation.\"><span style=\"font-weight: 400;\">67%<\/span><\/a><span style=\"font-weight: 400;\"> of customer service queries.<\/span><\/p>\n<figure id=\"attachment_49819\" aria-describedby=\"caption-attachment-49819\" style=\"width: 705px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Slush-Chatbot-automation-stats.jpg\"><img decoding=\"async\" class=\"wp-image-49819\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Slush-Chatbot-automation-stats.jpg\" alt=\"Chatbot Automation\" width=\"705\" height=\"299\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Slush-Chatbot-automation-stats.jpg 865w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Slush-Chatbot-automation-stats-300x127.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Slush-Chatbot-automation-stats-768x326.jpg 768w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/a><figcaption id=\"caption-attachment-49819\" class=\"wp-caption-text\"><em>Jenny Chatbot delivered amazing numbers for <a href=\"https:\/\/www.getjenny.com\/case-study-slush#:~:text=With%20Jenny%20chatbot%2C%20the%20Slush,previous%20year%20thanks%20to%20automation.\">Slush<\/a><\/em><\/figcaption><\/figure>\n<h4><span style=\"color: #666699;\"><b>Steps to implement this B2B marketing example<\/b><\/span><\/h4>\n<ol>\n<li><span style=\"font-weight: 400;\">Choose a chatbot platform that fits your needs. There are various types of chatbots, such as rule-based, AI chatbots, conversational AI, etc.&nbsp;<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Build your chatbot using common customer questions, their responses, network alerts, and API.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Before releasing the chatbot to the public, test it with staff and a small group of users. They may assist the chatbot in deciphering relevant terms. You may also discover bugs, missing intents, loopholes, etc.&nbsp;<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Once you feel confident about the chatbot\u2019s performance, release it on your website, WhatsApp, telegram, or other platforms. Use metrics such as average handle time (AHT) and mean time to resolve (MTTR) to gauge its performance.&nbsp;<\/span><\/li>\n<\/ol>\n<h5><span style=\"color: #808080;\"><b>Pro Tip<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">You can also gauge the chatbot&#8217;s performance by tracking engagement metrics, such as CTR, bounce rate, and reuse rate.&nbsp;<\/span><b><\/b><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Automate_content_personalization_based_on_their_buyer_journey_Citrix\"><\/span><span style=\"color: #993300;\"><b>4. Automate content personalization based on their buyer journey (Citrix)<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When it comes to content, one size doesn\u2019t fit all. Generic content can often do more harm than provide benefits. You can\u2019t disseminate a piece of content and expect your entire target audience to find it relevant.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you automate content personalization, you can present leads with content based on where they are in their buyer journey. It can guide them through your marketing funnel, from awareness to a purchase decision. Why? Because personalized content:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Increases engagement<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pursue your leads to take action (more conversion)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It keeps them with you longer<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">For example, if you\u2019ve got a lead from gated content, you know they\u2019re interested in a specific topic or subject. You automate providing them with related content and help them move along their buyer journey.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To better serve its website visitors, <\/span><a href=\"https:\/\/www.citrix.com\/\"><span style=\"font-weight: 400;\">Citrix<\/span><\/a><span style=\"font-weight: 400;\"> used machine-learning algorithms to suggest more content based on user interest. So, when a user visits a Citrix webpage with a relevant whitepaper on the service, they get a popup window suggesting that they read the whitepaper.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Steps to implement this B2B marketing example<\/b><\/span><\/h4>\n<ol>\n<li><span style=\"font-weight: 400;\">Learn who visits your site, what they look at, and what they tell you about themselves via the forms they fill out.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Based on the above information, <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\">segment the audience<\/a> depending on interests, habits, and actions.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Automate delivery of personalized content for each segment. Nurture them with additional relevant content until they can speak to the sales team.&nbsp;<\/span><\/li>\n<\/ol>\n<h5><span style=\"color: #808080;\"><b>Pro Tip<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">To implement this B2B marketing automation examples. You can also consider dynamic content on the website. It changes based on the user data (location, language, and other information).&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/\">Read also: How to Build the Perfect B2B Marketing Automation Strategy<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Nurture_your_Leads_with_Timely_Retargeting_Automation_Iterable\"><\/span><strong><span style=\"color: #993300;\">5. Nurture your Leads with Timely Retargeting Automation (Iterable)<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Lead nurturing is an essential process to build relationships with your prospects. According to Marketo, leads that go through the nurturing process experience a <\/span><a href=\"https:\/\/www.dataaxlegenie.com\/blog\/lead-nurturing-statistics\/#:~:text=Lead%20nurturing%20statistics%3A%20Benefits&amp;text=Marketo%20shares%20that%20leads%20that,according%20to%20the%20Annuitas%20Group.\"><span style=\"font-weight: 400;\">23%<\/span><\/a><span style=\"font-weight: 400;\"> reduction in their sales cycle duration compared to leads that have yet to receive nurturing.<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/email-retargeting\/\"><span style=\"font-weight: 400;\">Retargeting campaigns<\/span><\/a><span style=\"font-weight: 400;\"> are the fastest approach to boosting profit margins. You can automate retargeting workflows on different channels, such as emails, push notifications, SMS, exit popups, and more. It lets you deliver a personalized message at the right time that encourages the customer to take action.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Take, for example, this email by iterable. This automation delivers an email to their prospects who have shown interest in their brand but couldn\u2019t make it up. With timely retargeting, they get a chance to win back the sale.<\/span><\/p>\n<figure id=\"attachment_50159\" aria-describedby=\"caption-attachment-50159\" style=\"width: 888px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Iterables-email-for-retargeting.jpg\"><img decoding=\"async\" class=\" wp-image-50159\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Iterables-email-for-retargeting.jpg\" alt=\"Email Retargeting Automation\" width=\"888\" height=\"539\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Iterables-email-for-retargeting.jpg 1245w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Iterables-email-for-retargeting-300x182.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Iterables-email-for-retargeting-1024x622.jpg 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Iterables-email-for-retargeting-768x466.jpg 768w\" sizes=\"(max-width: 888px) 100vw, 888px\" \/><\/a><figcaption id=\"caption-attachment-50159\" class=\"wp-caption-text\"><em>Iterable\u2019s <a href=\"https:\/\/www.leadfeeder.com\/blog\/b2b-retargeting-101-best-practices-and-how-to-use-this-tactic-to-your-advantage\/\">email<\/a> for retargeting<\/em><\/figcaption><\/figure>\n<h4><span style=\"color: #666699;\"><b>Steps to implement this B2B marketing example<\/b><\/span><\/h4>\n<ol>\n<li><span style=\"font-weight: 400;\">Decide channels for <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-implementation-guide\/\">implementing marketing automation<\/a> to deliver the retargeting message. It can be <a href=\"https:\/\/www.engagebay.com\/blog\/drip-campaign-examples\/\">drip emails<\/a>, social media, SMS, push notifications, etc.&nbsp;<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Set a desired retargeting trigger on your automation tools. You can automate sending a message via email automation first.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Determine a specific time you\u2019d like to wait before sending the second message. It can be another email or a message on a different channel. Set the time frame as the second trigger.&nbsp;<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Automate content delivery on the desired channel (SMS, email, social media messages, etc.) to send a personalized message. This message is delivered after a certain time passes from the time the lead receives an email.&nbsp;<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">If you want to find success through automated retargeting campaigns, create a <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/email-retargeting\/\"><span style=\"font-weight: 400;\">retargeting blueprint.<\/span><\/a><\/p>\n<h5><span style=\"color: #808080;\"><b>Pro Tip&nbsp;<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">Combine retargeting efforts of more than one channel to reap maximum benefits. Got their phone number and email both? You can automate an immediate popup before the visitor exits your website, followed by an email an hour later, followed by an SMS a day later.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Minimize_churn_with_NPS-triggered_workflow_automation_Trustmary\"><\/span><span style=\"color: #993300;\"><b>6. Minimize churn with NPS-triggered workflow automation<\/b><strong> (Trustmary)<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Net Promoter Score or Net Promoter System (NPS) is an approach that measures <a href=\"https:\/\/www.engagebay.com\/blog\/customer-management-strategies\/\">customer loyalty<\/a>.&nbsp;<\/span><span style=\"font-weight: 400;\">You may recognize the NPS survey from the question, \u201cOn a scale of 0 to 10, how likely are you to recommend our product or service?\u201d Based on your rating, the NPS divides consumers into the following segments:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Promoters:<\/strong> Consumers who love your brand and are likely to refer business with simply word of mouth.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Detractors:<\/strong> Consumers who don\u2019t like your brand. They\u2019re likely to advise others against your business. They may choose competitors over you.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Passives:<\/strong> These consumers don\u2019t have an opinion about your brand. If they get more perks from competitors, they may give up your business.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Here\u2019s a B2B marketing automation example of an NPS survey by Trustmary.<\/span><\/p>\n<figure id=\"attachment_50160\" aria-describedby=\"caption-attachment-50160\" style=\"width: 405px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Trustmary-NPS-survey-example.jpg\"><img decoding=\"async\" class=\" wp-image-50160\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Trustmary-NPS-survey-example.jpg\" alt=\"NPS B2B Marketing Automation\" width=\"405\" height=\"401\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Trustmary-NPS-survey-example.jpg 688w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Trustmary-NPS-survey-example-300x297.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Trustmary-NPS-survey-example-150x150.jpg 150w\" sizes=\"(max-width: 405px) 100vw, 405px\" \/><\/a><figcaption id=\"caption-attachment-50160\" class=\"wp-caption-text\"><em>Trustmary <a href=\"https:\/\/trustmary.com\/nps-net-promoter-score\/b2b-net-promoter-score\/\">NPS survey example<\/a><\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">An NPS survey can be a great tool for customer satisfaction. You can reach out to people who provide negative feedback to reduce churn for your business.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To make this process more efficient, you can integrate NPS into your marketing automation funnels. NPS automation allows you to question customers at important points in their <a href=\"https:\/\/www.engagebay.com\/blog\/omnichannel-customer-journey\/\">customer journey<\/a> without manual effort. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This way, when you get a negative response, you can address it immediately without losing the customer over time.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Steps to implement this B2B marketing example<\/b><\/span><\/h4>\n<ol>\n<li><span style=\"font-weight: 400;\">Use your <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation software<\/a> to set up a trigger. It can be after a purchase, renewal of a subscription, an interaction with the customer support team, etc.&nbsp;<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Create an NPS survey email using a <\/span><a href=\"https:\/\/www.engagebay.com\/cold-email-template\/survey-email-templates\"><span style=\"font-weight: 400;\">survey email template<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Set a follow-up workflow based on the NPS answer. For example, if people who respond 1 to 5 are detractors, automate a specific email to them. Send a different email to those who rate between 6 to 8 or 6 to 10.&nbsp;&nbsp;<\/span><\/li>\n<\/ol>\n<h5><span style=\"color: #808080;\"><b>Pro Tip<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">You can add a custom field for feedback for detractors to understand what makes them feel negatively towards your business. It can help personalize the content of the next email to satisfy their needs and save them from going.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-use-cases\/\">Read also: Marketing Automation Use Cases &amp; Examples [101]<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Leverage_PowerBI_for_Data-Driven_Decisions_Amazon\"><\/span><span style=\"color: #993300;\"><b>7. Leverage PowerBI for Data-Driven Decisions (Amazon)<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Data-driven marketing means having audience interactions relevant to the <a href=\"https:\/\/www.engagebay.com\/blog\/customer-journeys-marketing-automation\/\">customer journey<\/a>. Data-driven marketing includes several interacting elements:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing data<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The marketing staff<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The marketing approach<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The inbound strategy<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The content marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing campaigns<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The marketing tech stack&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Manual data collection can be tedious. Let\u2019s not forget it can also be prone to human error. Rote labor often slows data analytics attempts in the marketing efforts of many companies. Therefore, data analytics automation can streamline business analytics procedures for better insights.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automated data analytics uses CRM connected to different databases to analyze data without human interaction. Rather than manually generating reports, a reporting pipeline generates insights with dashboards using visualization elements.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With data analytics automation, you can use the data insights to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create more appealing content<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Deliver more personalized messages<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Adjust marketing strategies for better success<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Amazon employs big data extensively for personalization and customer satisfaction across its diverse services and broad customer base. This strategy significantly boosts sales and enhances the effectiveness of features like ratings and reviews through machine learning. Also, these data help Amazon sellers to improve their business and revenue.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Steps to implement this B2B marketing example<\/b><\/span><\/h4>\n<ol>\n<li><span style=\"font-weight: 400;\">Use <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM tools<\/a> to automate data collection from your different marketing channels and platforms.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Select a platform that offers data analytics. Connect it to the CRM for data exchange.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Set <a href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-kpis\/\">KPIs for data analysis<\/a>, such as CTR, email open rate, etc. The platform will automatically process the data to present it on a visual dashboard.&nbsp;<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Keep track of your dashboard and understand trends to optimize your marketing efforts.&nbsp;<\/span><\/li>\n<\/ol>\n<h5><span style=\"color: #808080;\"><b>Pro Tip<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">Think of what you want to achieve with analytics before you automate data analysis. Do you want to understand market trends to create content? Or do you want insights into your campaign? Based on your goals, decide on the standard KPIs.&nbsp;<\/span><b><\/b><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/examples-of-marketing-automation\/\">Read also: 11 Examples of Marketing Automation to Implement Today<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"8_Target_specific_customer_profiles_with_LinkedIn_ABM_campaigns_Adobe\"><\/span><span style=\"color: #993300;\"><b>8. Target specific customer profiles with LinkedIn ABM campaigns (Adobe)<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Account-based marketing (ABM) is a marketing approach businesses use to focus on a select group of key clients rather than the market as a whole. This B2B marketing automation example&nbsp;tailors its marketing efforts to each account by considering their characteristics and preferences.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">According to ITSMA, ABM has a greater ROI than traditional marketing strategies for <\/span><a href=\"https:\/\/www.slideshare.net\/itsma\/itsma-abm-survey-fueling-the-account-based-marketing-fire-abbreviated-summary\"><span style=\"font-weight: 400;\">84%<\/span><\/a><span style=\"font-weight: 400;\"> of organizations. Another SiriusDecisions research showed that <\/span><a href=\"https:\/\/www.siriusdecisions.com\/blog\/the-pace-of-account-based-marketing-accelerates\"><span style=\"font-weight: 400;\">92%<\/span><\/a><span style=\"font-weight: 400;\"> of B2B marketers considered ABM crucial to their marketing.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Did you know you could use LinkedIn Ads to launch hyper-targeted campaigns? Even better, you can automate the campaign by integrating contacts with CRM.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">More than 13 million businesses now have their dedicated page on LinkedIn. To generate qualifying accounts to pursue at scale, you may use account targeting to compare your target accounts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, the video below shows how Adobe optimized its marketing efforts. It reduced wasted resources with hyper-targeting <\/span><span style=\"font-weight: 400;\">using LinkedIn ABM.&nbsp;<\/span><\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"How Adobe achieves alignment and ABM success with LinkedIn\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/yrN4dUV5qDU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #666699;\"><b>Steps to implement this B2B marketing example<\/b><\/span><\/h4>\n<ol>\n<li><span style=\"font-weight: 400;\">Find your connections on LinkedIn and easily add them to your ABM campaigns by importing or integrating your current contact <a href=\"https:\/\/www.engagebay.com\/blog\/email-list-quality-email-deliverability\/\">email lists<\/a>. You may do this either automatically using third-party intent data partners or by linking your CRM with your LinkedIn ads account.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Target highly promising leads with the help of the matched audiences tool.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Follow up with and cultivate those leads using marketing automation technologies.&nbsp;<\/span><\/li>\n<\/ol>\n<h5><span style=\"color: #808080;\"><b>Pro Tip&nbsp;<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">Use website retargeting to track and interact with critical contacts at every stage of the purchasing process.<\/span><b><\/b><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-101\/\">Read also: Marketing Automation 101 For The Beginner [With Examples]<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"9_Streamline_sales_assignments_with_online_form_automation_Hootsuite\"><\/span><span style=\"color: #993300;\"><b>9. Streamline sales assignments with online form automation (Hootsuite)<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Inquiry and feedback forms need a system for <\/span><span style=\"font-size: 16px; font-weight: 400;\">collecting responses, <\/span><span style=\"font-size: 16px; font-weight: 400;\">storing them, and <\/span><span style=\"font-size: 16px; font-weight: 400;\">delegating them to the right people. <\/span><span style=\"font-weight: 400;\">It is possible to have employees review each submission, but that can take a lot of time. It\u2019s better to automate this process to save your employees time. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can have them focus on more important tasks, such as taking actions based on form responses. In this way, an <a href=\"https:\/\/www.engagebay.com\/marketing\/web-forms\">automated online form tool<\/a> can step toward providing excellent customer service.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, <\/span><span style=\"font-weight: 400;\">look at Hootsuite&#8217;s \u201crequest a demo\u201d form. Customers may fill out this form to seek:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A demo<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">An upgrade&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Support<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Hootsuite sends an automated confirmation email as soon as they receive a submission. Hootsuite may assign a relevant sales rep to connect with the lead based on the query.&nbsp;&nbsp;<\/span><\/p>\n<figure id=\"attachment_50161\" aria-describedby=\"caption-attachment-50161\" style=\"width: 589px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hootsuite-Demo-Request-Form.jpg\"><img decoding=\"async\" class=\" wp-image-50161\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hootsuite-Demo-Request-Form.jpg\" alt=\"Online Form Automation\" width=\"589\" height=\"504\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hootsuite-Demo-Request-Form.jpg 887w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hootsuite-Demo-Request-Form-300x257.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hootsuite-Demo-Request-Form-768x657.jpg 768w\" sizes=\"(max-width: 589px) 100vw, 589px\" \/><\/a><figcaption id=\"caption-attachment-50161\" class=\"wp-caption-text\"><a href=\"https:\/\/www.hootsuite.com\/request-demo\"><em>Hootsuite<\/em><\/a><em> demo request form<\/em><\/figcaption><\/figure>\n<h4><span style=\"color: #666699;\"><b>Steps to implement this B2B marketing example<\/b><\/span><\/h4>\n<ol>\n<li><span style=\"font-weight: 400;\">Create<a href=\"https:\/\/www.engagebay.com\/support\/create-inline-forms\"> inline forms<\/a> using various styles and templates. Add relevant text and preview it. You can customize or add fields based on information you need from your leads.&nbsp;<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Add a success message or redirection link for the form that appears when a visitor fills it up.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Automate an <a href=\"https:\/\/www.engagebay.com\/blog\/best-opt-in-email-strategies\/\">opt-in email<\/a> or confirmation sent when a lead successfully fills in and submits the form.&nbsp;<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Save the form and generate an embed code. Use the code on your website to make it available to your audience.<\/span><\/li>\n<\/ol>\n<h5><span style=\"color: #808080;\"><b>Pro Tip&nbsp;<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">Choose from various pre-designed form styles and tailor them to your preferences.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"10_Streamline_appointments_with_reminder_and_rescheduling_automation_AOA\"><\/span><span style=\"color: #993300;\"><b>10. Streamline appointments with reminder and rescheduling automation (AOA)<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Set up automatic <a href=\"https:\/\/www.engagebay.com\/blog\/meeting-reminder-email-templates\/\">reminder emails<\/a> or text messages sent to your clients before your appointment. It allows them to prepare for the meeting to reduce cancellations and no-shows. If they&#8217;re unavailable, they can reschedule with just a few clicks.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Use marketing automation platforms to deliver messages on autopilot before each meeting for each participant. Here\u2019s an example of an automated appointment schedule reminder:<\/span><\/p>\n<p style=\"padding-left: 40px;\"><em><span style=\"font-weight: 400;\">\u201cHello!&nbsp;<\/span><\/em><\/p>\n<p style=\"padding-left: 40px;\"><em><span style=\"font-weight: 400;\">This email is a reminder for your demo session with __ on October 12, Thursday at 11 a.m. You don\u2019t need to take any action to confirm the appointment. However, if you\u2019d like to reschedule the meeting, set a new date with the link below.\u201d<\/span><\/em><\/p>\n<p><span style=\"font-weight: 400;\">Alabama Ophthalmology Associates (AOA) uses an automated reminder strategy to reduce missed appointments drastically. They <\/span><a href=\"https:\/\/www.clearwaveinc.com\/resources\/reduce-no-shows-physicians-take-notice\/\"><span style=\"font-weight: 400;\">achieved<\/span><\/a> the following<span style=\"font-weight: 400;\">:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Confirmations from 79% of visitors<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reduced no-shows rate<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Full-time equivalent (FTE) savings<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Steps to implement this B2B marketing example<\/b><\/span><\/h4>\n<ol>\n<li><span style=\"font-weight: 400;\">Set a trigger for a new message on your preferred channel using your marketing automation tool.&nbsp;<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Select the message to send upon the trigger activation. Ensure to provide easy resources to reschedule.&nbsp;<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Set a time to send the message and turn on the automation.&nbsp;<\/span><\/li>\n<\/ol>\n<h5><span style=\"color: #808080;\"><b>Pro Tip<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">It would help to remind the invitee of the meeting&#8217;s purpose. If you send an email, you&#8217;ll have more space to state the importance of their attendance. Additionally, multiple reminders can ensure no meeting is missed\/forgotten. You can schedule messages one a day in advance, one hour beforehand, and five minutes before the event.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\">Read also: 20 Marketing Automation Workflows for Amazing Results<\/a><\/p>\n<h2><span style=\"color: #339966;\"><b>Conclusion<\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Finding new leads and maintaining client interest throughout the buying process are two of the biggest concerns for B2B companies today. Fortunately, marketing automation can help businesses overcome these obstacles with data-driven <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\">workflow<\/a> optimization options.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As you have noted from the B2B marketing automation examples above, you can streamline the process of guiding leads into your marketing and <a href=\"https:\/\/www.engagebay.com\/blog\/ecommerce-sales-funnels\/\">sales funnels<\/a> with simple automation. These automation strategies allow B2B companies to grow their client base, streamline operations, and get deeper customer insights. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">We hope our B2B marketing automation examples shed light on the breadth of opportunities automation presents for your business goals. If you want to try a marketing automation solution that has a CRM built-in, try <a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> &#8212; one of the most affordable all-in-one software you can find.<\/span><\/p>\n<h2 style=\"text-align: center;\"><span style=\"color: #339966;\"><b>FAQs<\/b><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"What_is_B2B_marketing_automation\"><\/span><span style=\"color: #993300;\"><strong>What is B2B marketing automation?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">B2B marketing automation refers to the automation of repetitive marketing activities to generate and nurture leads using marketing automation tools.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_is_B2B_marketing_automation_different_from_B2C_marketing_automation\"><\/span><strong><span style=\"color: #993300;\">How is B2B marketing automation different from B2C marketing automation?<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">While B2C marketing automation emphasizes a personalized customer journey at each point for every customer, B2B marketing automation enhances the education of the target audience. It aids <a href=\"https:\/\/www.engagebay.com\/blog\/lead-generation-guide\/\">lead generation<\/a> through mass dissemination of content and then nurturing them through the sales funnel with personalization.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_are_some_B2B_marketing_automation_examples\"><\/span><strong><span style=\"color: #993300;\">What are some B2B marketing automation examples?<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>You can automate several B2B marketing tasks with a robust marketing automation platform. 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