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How EngageBay Can Help You Streamline Your Business

Sep 28, 2021
How EngageBay Can Help You Streamline Your Business

For a company to succeed, it’s really crucial that its marketing and sales teams are aligned. Implementing an automation tool is the first step towards unifying your different teams.

Did you know that the use of marketing automation can reduce your marketing overhead by 12.2%? Not only that, it can lead to a 14.5% increase in sales productivity.

That’s huge, isn’t it?

Having an automation tool streamlines your business operations, allowing employees to spend more time strategizing on how to increase conversion rates.

One of the most affordable and comprehensive marketing automation solutions today is EngageBay — an all-in-one business tool that is designed to streamline and automate various aspects of your business, including marketing, sales, and customer service.

So, should you be using EngageBay for your business needs?

Today, I’m going to talk about this product in detail to help you decide whether or not it’s the right fit for your company.

Let’s dive in.

Overview of EngageBay



EngageBay has recently bagged the award for the Best Momentum Leader in 2021 by G2, making it one of the most popular choices among small businesses.

What sets it apart is its easy-to-use interface that gives you an excellent overview of your business operations. Besides, it hardly took me more than a minute to get started on EngageBay.

You simply need to sign up with your email ID and start using their platform right away — easy and straightforward.

What’s more, this holistic system combines three important tools in one — marketing, sales, and customer service. It helps companies reach their prospects faster and capture and nurture them for long-lasting relationships.

You can also easily integrate EngageBay with Google Calendar, Outlook, and other popular business apps. The integrations for contacts, calendar, document sharing and more make it really easy to do everything from one place.



The Benefits of Using EngageBay

With EngageBay, your marketing and sales team will have a proper methodology to keep their work aligned towards a common objective. Your leads will be displayed on a sales pipeline, allowing your team to see the progress and check which leads need to be prioritized first.

Let’s look at how EngageBay can help your business grow.

Provides Superior Customer Experience

EngageBay’s CRM (or customer relationship management) tool acts as a contact database where all information related to a lead or a prospect is stored up to date. From their contact information to their online behavior, you can access all relevant information.

Using this information, companies can reach out to their customers in a personalized way across multiple channels.

For instance, EngageBay’s email marketing solution allows you to personalize each email that is sent out, and create an excellent customer experience.

In fact, you can even filter your audiences based on different factors like purchase history, demographics, interactions with your business, and more.



Helps With Better Lead Generation

When running an online business, most of your leads come from the web.

EngageBay offers a lead generation tool that immediately captures all information of your website visitors. It gathers data like browsing activities, their engagement on the site, such as filling up a contact form, downloading an ebook, or any other action taken on a landing page.

Not just websites, it collects lead information from various customer touchpoints and helps with lead scoring.

Lead scoring is prioritizing lead nurturing based on conditions that you can decide in advance.

When the number of leads increases in your pipeline, it can be hard to manage. By automating the lead nurturing process, you can make the prospect stay in touch with your business.

It also frees up the sales teams and allows them to focus more on closing deals. For instance, using EngageBay workflow automation, you can automate sending different email sequences based on the responses of the leads.

Leads responding well to email sequence X can be sent another sequence Y and leads not responding to email sequence X can be sent a different sequence Z, all with content relevant to the leads based on how interested they are or are not in your products.



Automates Capturing and Nurturing Leads

If you do not respond to your potential leads on time, you risk losing them. It’s crucial to respond to every prospect with relevant information.

EngageBay Live Chat widget acts like a personal assistant that sends out immediate alerts whenever a potential lead opens it on your website. You can easily embed the live chat software on your website home page.

As soon as someone visits your web page, the chat box pops up and initiates a conversion.

Besides, it sends out automated alerts to the right sales rep when it is time for follow-up emails or calls.



Important Features of EngageBay

EngageBay’s all-in-one marketing platform offers many functionalities packed into one.

The best part is that you can either choose to use the full suite or simply go for the ones that might be beneficial for your business.

Let us look at the various features of EngageBay that can help with managing the entire sales funnel.

i. Website Forms



Engagebay offers lead capturing forms (inline and pop-up) that you can easily embed to any page on your website. You can also modify the form to suit your website theme.

ii. Landing Pages



The landing page builder allows you to easily customize its templates and attract prospects. You can add or remove content blocks as you like and have full control over your layout.

iii. Email Marketing



Using the EngageBay dashboard, you can use fully customizable, pre-designed templates to send attractive emails to your segmented audience.

Moreover, you can automate the whole email sending process and track your efforts with reports and analysis - check open rates, click rates, bounce rates, and more.

iv. Workflow Automation

Using EngageBay, you can automate routine manual tasks right from data entry to lead generation and closing a deal. It allows you to automate different stages of your sales funnel, enhancing operational efficiency.

v. Visual Deals Pipeline



When you have a clear visualization of all the leads in your pipeline, it becomes easy to design a plan.

EngageBay Sales Dashboard gives you a full picture of your pipeline - right from new prospects to closed deals, and all the stages in between.

vi. Reporting & Analytics

EngageBay Reporting & Analytics tool allows you to monitor any KPIs you like, and measure the effectiveness of your marketing as well as sales campaigns.

You get real-time reports on the performance of all your campaigns and sales agents. Wherever you have an internet connection, you can just log in and take a look at the status of your deals won, lost, new leads acquired, social media engagement, and so on.

vii. Task Management

EngageBay offers a lot of automation nodes, and you can create custom ones in the advanced packages. Even the ones that come with the system are great, and you can automate plenty of tasks, like notifying the right manager every time a new file is shared or a new customer query is raised or delayed.

viii. Appointment Scheduling



EngageBay offers a built-in appointment scheduler that easily syncs with Google Calendar and Office365. You can automate the entire scheduling process for product demos, webinars, online meetings, and more.

The appointment scheduler at EngageBay lets you decide your open time slots, the breaks you need in between appointments, and so on. You can share a URL and the clients or new customers can book appointments easily without any overlaps.

ix. Support Groups

Segment your support agents into groups and automatically assign relevant tickets to the right group based on their expertise.

x. Canned Responses

EngageBay lets you save time and increase customer support efficiency by sending canned responses for routine queries. It eliminates the need to write the same message every time you get the same query.

xi. Custom Ticket Views

You can sort your tickets by grouping them into lists based on different criteria. You can create views for pending tickets, unopened tickets, new tickets, and so much more.

Final Thoughts

Do you need a productivity boost? If you were looking for a solution to replace plenty of business apps and make all sales, marketing and customer support tasks streamlined, you must try EngageBay.

This is by far one of the most affordable, intuitive automation tools that offer full-fledged functionalities in marketing, sales, and support.

The best thing is that its free trial comes with lifetime validity, so you can use a lot of the features without having to pay or even share your credit card details. HubSpot has a free CRM but to use it well, you often need to pay for many of its other tools. That’s not the case with EngageBay.

Also, the pricing is super friendly for small businesses. You can get advanced automation features and even video marketing and social media monitoring for as little as $8 a month.


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