Frequently asked questions
What is sales and marketing automation?
Sales and marketing automations perform daily sales and marketing tasks automatically, freeing up lost time and effort. EG: Sending email drip campaigns, follow-up messages, thank you messages and social media posts. You can also set up automatic invoices, payment reminders, appointment scheduling, and much more.
How does automation benefit my business?
Automating new and existing tasks saves time so you can focus on other areas of your business. Plus, sales and marketing automations improve organization, create more personalized communication, generate more sales, and ultimately boosts revenue.
What sales and marketing automation features does Keap's platform offer?
With Keap's sales and marketing autiomation features, you can use preset Easy Automations or create custom processes to:
• Send text and email follow-ups to potential clients
• Take leads from contact form to appointment booked
• Schedule reminders of client's appontments
• Turn new leads into new deals in your sales pipeline, with emails about offerings and promotions to follow
• Send invoice reminders and thank you emails...
• and much more
What tools for CRM automation does Keap provide?
Keap allows you to easily automate several parts of your CRM workflow:
• Lead organization
• Daily repetitive work
• Closing leads
• Invoice creation and collection
• Customer relations
Is Keap's marketing automation a lead generation software?
While Keap does not "find" leads for you, it does manage your leads as they move through the sales pipeline. By automating lead nurture campaigns, you can close more deals with less work.
Does Keap have sales and marketing automation experts to help me set up my account?
You're never alone. Our Expert Coaching team will provide you with solutions and strategies that will allow you to grow sales and save time with confidence. We also have chat support, a help center, and user community.
What is the difference between Keap's marketing automation and sales automation?
Sales automations focus on closing pending and existing deals. Marketing automations entice new leads, nurture existing leads, upsell to current clients, and build long term loyalty with your customers.
How can I learn to use marketing automation like a pro?
We’ll get you up and running with our New Customer Webinars. These quick-paced, easy-to-follow sessions (just 60 minutes) translate learning into actionable steps and keep your business moving forward.