Start Your Engines with Successful Marketing Automation

Recorded October 21, 2020, 11:00AM to 12:30PM CDT
CRM Evolution Virtual Event Series, Session #2



Session #2 Abstract:

Start Your Engines with
Successful Marketing Automation

Like the highly effective pit crew in a car race that works behind the scenes so the driver can leverage his skills and win the race, deploying an effective marketing automation program gives your sales team the ability to work smarter and not harder as they close sales.

Creating the right strategy, setting up the automation, and integrating with CRM are all best practices designed to give your sales team a 360-degree view into the lead, prospect, buyer, and customer lifecycle.

Today this view is more critical than ever as businesses work to create loyal brand advocates by continuing 'after the sale' customer engagement.

At the seminar, you'll learn:

• The value of the sales funnel and how it has changed recently
• How to create the strategy and set up an effective marketing automation program for lead generation, event management, and post-sale communications
• Different types of automation that support sales and how to effectively integrate automation with CRM for a 360-degree view of customers

Meet Your Presenter, Mitch Levinson

Mitch Levinson helps businesses across a range of industries use technology to generate leads and drive sales. He works with clients to create a solid marketing foundation for their online footprint that captures leads and fills their funnels. Mitch’s expertise is in building high-conversion websites that generate leads, while integrating creative, search, social, and content to drive qualified buyers to clients. Using these tools around the core of a strong blog and website, he helps clients unify their brand message and deliver it effectively to their target market.

Extend Functionality

Boost efficiency, productivity, and sales by giving your teams the feature-functionality of peripheral apps they need, all from within their CRM.

Migrate Seamlessly

Run your old and new CRM platforms in parallel with bi-directional data sync until your business can make the final cutover with no disruption.

Maximize Investments

Maximize existing technology investments by connecting to the functionality you need, until you’re ready for a full migration/ implementation.

Maintain Peace of Mind

Do things how and when they’re right for you, minimizing disruption by controlling timetables, expenses, and security.

Pivotal-Salesforce Connector

The safe, simple, seamless migration to Salesforce that puts you squarely in the driver’s seat.

Pivotal-Marketo Connector

Distribute and track opportunities throughout the customer journey. Gain insights to create tailored messages and irresistable experiences.

Pivotal-Gmail Connector

Join two powerhouse sales applications with a single solution that boosts productivity & revenue.

Homebuilder CRM

Sales & marketing software that meets all your CRM needs—under one roof.

Tokara virtual events are just one way we help
customers maximize their investments in technology.


Customers would recommend us to a friend or colleague


CRM & marketing automation implementations


More experience in CRM consulting than the competition

[email protected]