Marketing Automation

Marketers face many hurdles in effectively reaching and engaging their target audiences. Amidst this complexity, marketing automation has emerged as a game-changing solution, empowering businesses to streamline processes, optimize workflows, and drive meaningful results with unparalleled efficiency.

At its core, marketing automation refers to using software platforms and technologies to automate repetitive marketing tasks and workflows, enabling marketers to focus their time and resources on strategic initiatives and creative endeavors. From email marketing and lead nurturing to customer segmentation and campaign management, marketing automation empowers businesses to deliver personalized and timely experiences at scale, fostering deeper connections and driving tangible business outcomes.

While the concept of marketing automation is not new, its adoption and evolution have accelerated in recent years, fueled by advancements in technology and shifting consumer expectations. Today, businesses across industries leverage marketing automation to enhance customer engagement, improve operational efficiency, and maximize marketing ROI.

Introducing AllRize: Elevating Marketing Automation with Precision and Ease

AllRize was built to provide a complete suite of marketing automation tools. It incorporates a user-friendly interface and seamless integration with Microsoft Dynamics CRM, enabling businesses to leverage marketing automation within their current CRM setup.

From email marketing campaigns to lead scoring and social marketing, AllRize offers a range of tools designed to streamline marketing processes and drive results. With AllRize, businesses can efficiently manage campaigns, track customer interactions, and gain valuable insights into performance—all within their familiar CRM environment.

As we explore the realm of marketing automation, we’ll see how AllRize simplifies processes, empowering businesses to enhance their marketing efforts and achieve success in today’s competitive landscape.

Campaign Automation

AllRize’s marketing platform empowers marketers to create dynamic campaign automations tailored to prospects’ or users’ behaviors. Craft personalized email journeys to drive sales and pique interest in your offerings. Notify sales teams when leads or customers exhibit engagement with your marketing content. All of this is now integrated and attainable.

Below are some key features that make our campaign automation tool the ultimate solution for maximizing marketing effectiveness and driving business growth.

1. Craft Tailored Experiences

With our intuitive campaign automation builder, map out unique paths for participants based on their interactions with your communications.

Design lead-nurturing initiatives, sales engagement strategies, promotional drives, onboarding sequences for new customers, and more – the potential is limitless.

2. Simple Drag-and-Drop Automation

Embark on your automation journey by simply constructing a flow of triggers, timers, and actions using our intuitive drag-and-drop campaign automation builder.

3. Efficient Sales Nurturing

Nurture campaigns, also known as “drip” marketing, are invaluable for maintaining consistent communication with prospects while conserving sales resources.

Marketers can create automated nurture campaigns featuring targeted messages, allowing sales teams to cultivate relationships with prospects until they’re sales-ready.

As prospects engage, automated actions are triggered based on their behaviors.

4. Diverse Automation Triggers

Initiate campaigns automatically when individuals interact with emails, submit web forms, complete surveys, register for events, attend events, update subscription preferences, or undergo list membership changes.

5. Automate with Precision

Using decision nodes, guide participants down tailored paths based on predefined criteria. Participants advance only if they meet the conditions specified in the decision nodes.

6. Perfect Timing for Communications

Incorporate timers into your drip campaign automations to synchronize communications precisely.

Set wait timers for minutes, hours, days, weeks, or months, or utilize date timers to pause automations until specific dates and times.

7. Track Participant Progress

Visualize participant engagement within your automation using the campaign automation builder’s statistics view. Monitor the number of participants currently within an automation and those who have successfully progressed through each stage.

By leveraging AllRize’s advanced capabilities, businesses can elevate their marketing efforts, cultivate strong customer relationships, and ultimately achieve greater success.

Social Media Management

The Social Media Management feature from AllRize is tailored to meet the unique needs of B2B marketers, offering intelligent solutions to optimize social media ROI efficiently. Here’s how our marketing platform empowers you to efficiently manage your social media activities and drive success in your marketing efforts.

1. Driving Social Success

AllRize’s Social Media Management caters to businesses seeking comprehensive marketing solutions by consolidating all marketing channels into one platform.

Save time by scheduling posts, leveraging impactful content, and gaining valuable insights from audience interactions, all from a single interface.

2. Effortless Content Scheduling and Management

Streamline your social media presence by posting content directly from our user-friendly platform across multiple networks.

No more juggling between various tabs to post content or analyze performance. With AllRize, schedule content in bulk and let the system automatically optimize posting times for maximum visibility.

3. Discover and Share Compelling Content

Expand your social media reach by discovering and sharing engaging content that resonates with your audience.

Our automated content curation feature ensures a steady stream of relevant content, positioning your business as a thought leader in your industry.

4. Track Social Interactions and Revenue Impact

Attribute social interactions to individual leads and contacts in your CRM, connecting social media efforts with sales pipeline and revenue generation.

5. Monitor and Engage in Meaningful Conversations

Focus your attention on conversations that matter to your brand, engaging with your audience meaningfully to foster stronger relationships.

Key Features of AllRize Social Media Management

1. AI-Powered Content Creation

AI-driven tools, included in our Social Basic plan, empower users to effortlessly generate compelling messages tailored to diverse audiences.

This personalized approach enhances content performance across social media platforms, driving greater engagement and visibility.

2. Employee Advocacy

Equip your employees with the tools they need to amplify your social media presence.

Encourage advocacy through built-in leaderboards and track effectiveness from share to click to conversion.

3. Measure and Optimize Results

Go beyond vanity metrics with advanced social analytics that provide insights into the effectiveness of your social marketing efforts.

Measure impact on revenue and sales pipeline across all social networks and posts, optimizing your strategy for maximum ROI.

Email Marketing

The AllRize platform can be your gateway to effortless and effective email marketing. With our comprehensive suite of features, you’ll have everything you need to take your campaigns to the next level.

From seamless customization options to streamlined automation triggers, AllRize empowers you to connect with your audience like never before. Let’s explore how AllRize can transform your email marketing strategy and help you achieve your goals.

Email Marketing Features

1. Enhanced Control Through Drag and Drop, Freestyle, and Custom HTML Editors

With AllRize’s editors, you have the flexibility to apply your brand identity, content, and links. Whether it’s uploading graphics and documents, importing layouts, or formatting text, you’re in command.

Our Drag-and-Drop editor simplifies the process with a wizard-driven interface, enabling you to create emails without HTML expertise.

For users seeking more customization, the freestyle editor offers a WYSIWYG view and optional HTML editing. Pronounced wiz-ee-wig, WYSIWYG is editing software that allows users to see and edit content as it would appear when displayed on an interface, webpage, slide presentation, or printed document, or “what you see is what you get.” Meanwhile, the Custom HTML editor caters to advanced users who prefer full control over the HTML code.

2. Automation Triggers for Streamlined Campaigns

AllRize enables you to automate campaigns triggered by various interactions, from email engagement to form submissions, survey completions, event registrations or attendance, subscription preferences, and list management.

3. Advanced Image Editors

Unlock a world of creative possibilities. Our advanced editor gives you the option to enhance images in various ways. Like Instagram, you can easily apply filters, frames, and a myriad of effects.

4. Personalize Your Emails

AllRize’s email marketing is native to Microsoft Dynamics CRM, so you can easily personalize your emails with data from your CRM.

5. InboxCast: Create Emails from Your Inbox Effortlessly

With our InboxCast feature, you can send marketing emails directly to your target audience. Simply email your content to the designated InboxCast address, and we’ll ensure delivery to everyone on your marketing list.

6. Brand-Centric Email Links

Prioritize your brand integrity by allowing your email links to showcase your website, not ours. You can easily configure your subdomain preferences within AllRize settings for improved email deliverability.

7. Empower Recipients with Subscription Management

AllRize simplifies subscription management, offering recipients the autonomy to choose which lists they wish to remain subscribed to, enhancing engagement and reducing unsubscribe rates.

8. A/B Testing for Optimization

To optimize performance, test different email versions with different templates, content, and subject lines. AllRize facilitates split testing, allowing you to analyze results and refine your strategy accordingly.

9. Focus on Deliverability

AllRize prioritizes email deliverability, leveraging dedicated servers managed by deliverability experts to ensure your messages reach recipients’ inboxes.

10. Seamlessly Integrate Email with Social Media

Enable social sharing to allow your email recipients to distribute your emails across their social networks. You can even monitor and track shared content to gain insights into recipient engagement. Social linking lets you connect your organization’s social profiles to your email marketing messages so recipients can quickly find you on popular social platforms.

Web Forms

Engage with your prospects and customers using web forms. With AllRize, design web forms using our drag-and-drop designer, embed them on your website or landing pages, and efficiently gather valuable information about your leads and contacts. Given below are the key features of web forms:

1. Avoid Duplicate Data

When a visitor fills out a form, the system automatically checks their email address against all existing email addresses in the CRM to prevent duplicate data. Any information provided by the visitor is then linked to their existing CRM record. If the visitor isn’t already in your CRM, the software can create new leads or contact records for them.

2. Integrate Web Forms with CRM

Integrate an existing web form by setting up a ClickDimensions form capture record. Connect one or more of the CRM-configured form fields and specify the redirect destination for visitors upon form submission. ClickDimensions will provide a generated URL, ready to replace your current form action.

Surveys

With AllRize, crafting surveys becomes simple thanks to our intuitive drag-and-drop designer. You can email surveys to leads, contacts, and accounts, and easily link them to case records. Plus, all the data submitted by visitors is automatically linked to their CRM record.

1. Streamlined Survey Navigation with Flexible Skip Logic

AllRize surveys boast user-friendly skip logic that’s simple and flexible. You can configure skip logic at both the page and question levels, enabling you to bypass specific questions or entire pages based on the respondents’ responses.

2. Customize Your Surveys with Our WYSIWYG Editor

Utilize our WYSIWYG editor to customize the appearance of your surveys and confirmation messages, incorporating graphics and content to achieve the exact look and feel you desire.

3. Versatile Survey Question Types and Layouts

Design diverse survey question types, such as rating scales, lists, single-select (radio), multi-select (checkboxes), and text fields, and arrange them freely within the survey layout.

4. Automate Processes Based on Survey Responses

Upon survey completion, automate processes based on specific responses. For instance, if you inquire about service satisfaction on a scale of 1 to 10, you can employ campaign automation to initiate various actions. These actions may include notifying an account manager regarding low ratings or dispatching follow-up emails tailored to different ratings.

Landing Pages

With AllRize, you can craft dynamic landing pages even without HTML expertise. Whether you’re a seasoned marketer or a novice, AllRize offers intuitive tools to streamline the process, allowing you to focus on your message rather than technical hurdles.

1. Effortless, Quick and Dynamic

Our platform ensures that the process of creating landing pages is quick and adaptable to your needs. Whether you prefer to have your landing pages automatically hosted within AllRize or integrated into your existing website, our intuitive interface guides you through the process effortlessly.

2. Craft Landing Pages Sans HTML Know-How

Crafting landing pages with AllRize doesn’t require any HTML expertise. With our user-friendly tools embedded within Microsoft CRM, you can generate fresh, visually appealing landing pages with just a few clicks.

Our intuitive page designer simplifies the process, allowing you to focus on your content rather than technical intricacies.

Plus, with AllRize handling the hosting, you can rest assured that your landing pages will be up and running smoothly without any hassle on your end.

3. Link the Landing Page to a Campaign

Are you developing a page for specific emails or a marketing campaign?

Monitor all your page visitors within a campaign record in Microsoft Dynamics CRM. When crafting your page, simply connect it with your CRM campaign record.

4. Integrate AllRize Forms and Surveys in Landing Pages

Make your pages dynamic by embedding forms or surveys. Gather valuable insights and monitor conversions from your leads or contacts by embedding forms created with the AllRize form builder directly into your landing pages.

Event Management Integrations

Want to keep track of who’s attending your events and webinars?

AllRize integrates with today’s top event management platforms, ensuring that event registration and attendee data flow effortlessly into your CRM.

Monitor Your Webinars and Events all in One Place

As part of the AllRize solution, we provide connectors to leading event management systems such as GoToWebinar, WebEx, Cvent, Eventbrite, Zoom Webinar, and Microsoft Teams Events.

Our event integrations feature a user-friendly “set it and forget it” design. They automatically import registration and attendance details into your CRM.

Once AllRize is connected to your event accounts, your event information, including the sessions, registration, attendance, attendee interest levels, questions/answers, and more, is automatically synced into Microsoft Dynamics 365.

Web Intelligence

Discover who’s interested in your products and services with the web tracking feature from AllRize. Gain insights into the actual web activity of both anonymous and identified visitors on your website—all within your CRM.

1. Learn More About Your Website Visitors With AllRize

Gain valuable insights into your website’s usage and traffic with AllRize’s Web Tracking feature.

Discover which pages are being clicked on, how much time users spend on each page, and how they arrive at your website, among other key metrics.

2. Uncover Potential Leads Through AllRize’s Web Intelligence Feature

Curious about what a particular potential customer has browsed on your site before reaching out?

AllRize enables you to uncover interest in your products and services by providing insights into the actual web activity of both anonymous and identified visitors on your website.

3. Monitor Site Visits, Page Views, and Form Captures in Real Time

Experience real-time insights with AllRize. Our service operates seamlessly to show you site visits, page views, and form captures, often within a second of their occurrence on your site.

This data is integrated into Dynamics CRM, allowing you to trigger workflows instantly and incorporate them into CRM reports and advanced find views.

4. Identify Companies Visiting Your Site

While visitors explore your site anonymously, AllRize identifies the organizations they belong to and their geographic locations. AllRize also tracks visits to all the websites, blogs, and other platforms you wish to monitor.

5. Connecting Visitors to Your CRM Records

AllRize diligently tracks each visitor on your website, striving to uncover the company or organization they represent. This valuable information is promptly relayed to you through our marketing dashboard.

Once a visitor is identified, whether by filling out a form or clicking on a link in a marketing email, their entire history of anonymous browsing activity becomes accessible on their CRM record, along with their identified browsing behavior.

Lead Scoring

Score leads and contacts to prioritize efforts on top prospects demonstrating ready-to-buy activities. With AllRize, lead scoring delivers an automated process resulting in improved pipeline quality, a win-win for both sales and marketing.

1. Enhance Sales Efficiency

Shorten sales cycles and increase win rates by allowing your sales team to focus on top prospects.

AllRize’s scoring model is configured to identify prospects exhibiting your known buying behaviors.

2. Customize Your Scoring Model Based on Buying Behavior

With AllRize, you have the flexibility to choose the relevant buying behaviors for your scoring model.

This ensures that your sales team can focus their efforts efficiently, leading to shorter sales cycles and higher win rates.

3. Adapt Your Scoring Model to Changing Prospect Behavior

When a qualified prospect goes cold, AllRize ensures your scoring model adjusts accordingly.

If their customer journey slows down, scores can fall to ensure no sales efforts are wasted on prospects who aren’t ready to buy.

4. Maximize Sales Opportunities with Automated Triggers

AllRize triggers automate time-sensitive communications to sales, ensuring that they can follow up promptly with prospects exhibiting prime buying behavior.
This proven method maximizes pipeline opportunities and enhances sales efficiency.

Intelligent Dashboards

Harnessing the power of data analytics is crucial for effectively reaching, understanding, and serving audiences. However, turning marketing data into actionable insights remains a daunting task for many marketers.

AllRize empowers marketing teams to elevate their strategies, optimize performance, and confidently achieve business goals. Here’s a breakdown of how marketing teams can leverage the power of Intelligent Dashboards for success.

1. Gain a Holistic View of Performance

AllRize’s Intelligent Dashboards offer a holistic view of your sales and marketing performance, giving you insights into what strategies are working and what needs improvement.

Connecting activities directly to sales pipeline and revenue enables you to make informed decisions to optimize your marketing efforts and drive business growth.

2. Enhanced Visibility

Gain a centralized view of marketing performance, allowing you to monitor key metrics and KPIs in one place.

3. Data-Driven Decision Making

With real-time insights, you can make data-driven decisions and optimize your strategies for better results.

4. Improved Accountability

With clear visibility into performance metrics, our intelligent dashboards help hold marketing teams accountable for their goals and objectives.

5. Time and Cost Savings

Automate data collection and reporting processes, saving you time and resources compared to manual data analysis.

6. Agility and Adaptability

Real-time insights enable you to quickly adapt your strategies in response to changing market conditions or emerging trends.

7. Better Collaboration

Foster collaboration and communication among team members, providing a shared understanding of marketing performance and goals.

Marketing Reports

Maximize the convenience of AllRize integrated reporting. Seamlessly link your emails, web visits, page views, and form captures directly to CRM campaign records, providing invaluable insight into the success of your sales and marketing endeavors with AllRize data in Power BI.

1. Integrate Your Online Marketing with Dynamics CRM Reports

Embedded within Dynamics CRM, AllRize enables smooth association of your marketing activities and conversions with campaign records in CRM.

This integration allows for streamlined viewing and analysis of your marketing efforts all in one place. Establishing the connection between CRM campaigns and AllRize emails, web forms, and landing pages is as simple as a point-and-click.

2. Assess the Performance of Your Email Campaigns

Gain comprehensive insights into the performance of your bulk emails through AllRize email statistics.

Explore interactions, bounces, unsubscribes, click and open rates, and more.

Additionally, use the AllRize Click Heat Map report to quickly identify the most engaging links in your email template.

3. Unlock Valuable Insights from Your Survey Responses

Easily access individual survey answers or utilize the AllRize survey report for an overview of respondent behavior.

Like other Microsoft CRM reports, you can use survey data to create custom reports, develop charts, or perform advanced searches.

4. Optimize Your Marketing Efforts with AllRize Data Integration

With AllRize, unlock a wealth of data derived from your marketing efforts, providing invaluable insights into customer and prospect behavior.

Furthermore, since all AllRize data is stored in your database, you can merge marketing data with sales and customer data to craft bespoke dashboards, charts, and marketing reports tailored for Dynamics 365.

Conclusion

Marketing automation has become indispensable in navigating the complexities of modern marketing, offering businesses the means to streamline operations, personalize interactions, and drive meaningful results.

As the competition intensifies, count on AllRize, your trusted ally, to offer innovative solutions that arm marketers with the necessary tools to excel.

Schedule a demo today and discover how our comprehensive platform can empower your team to unlock new opportunities, deepen customer relationships, and drive sustainable growth in today’s fast-paced world of marketing.