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Marketing Automation with SharpSpring

Why Look at Marketing Automation?

  • You have a great website that’s attracting thousands of visitors a month but you are not getting enough enquiries.
  • You have great content on your website but not enough engagement. If they are not yet ready to buy will they remember where they saw your product or service when they are?
  • Your visitors will have many different requirements, different motivations, and will be at different points in the buying cycle, but you can't identify these attributes with your current setup.
  • Marketing and selling are only successful when relevant and timely. To achieve this we need to know who your visitors are and what they are interested in.
  • Marketing Automation is about identifying your website visitors, understanding them better, then using this information to sell to them successfully.
  • Marketing Automation, although relatively new, is within every businesses budget, from £325 a month.

Here's a (long) list of the features and benefits of SharpSpring

  • Identify and engage with your visitors.
  • Automate your outbound marketing based on the actions and attributes  of the visitor.
  • Dynamically manage your email marketing lists using rules-based logic.
  • Create dynamic personalised website pages and email content based on the visitor’s history.
  • Build tasks and workflows that follow up on leads automatically.
  • Use the built-in customer relationship management (CRM) to get a 360 degree view of the visitor. Or integrate with your own CRM.
  • Integrate inbound and outbound emails into the customer record.
  • Use the CRM to create pipelines and opportunities automatically.
  • Lead score all visitors based on your own criteria, including social interactions, and alert a salesperson when a prospect is warm enough for a direct approach.
  • Let your sales team know when an important client comes to the website.
  • Create personas and apply them to your data for more personalised marketing.
  • Track companies visiting your website by IP address.
  • Integrate Google Analytics and Google AdWords.
  • Send abandon shopping cart emails from the same system ensure a better understanding.
  • Manage your content calendar, post to social media and blogs automatically. Measure engagement at a visitor level.
  • Trigger automations based on social activity.
  • Show end to end social ROI. See how effective your social marketing is.
  • Carry out social listening for your brand, products, competitors or pretty much anything using keywords, hashtags and more.
  • Offer meeting scheduling on your website or by email link. Synchronise with Office 365 and Google Suite.
  • Build forms for your website or link your current forms.
  • Report on everything, emails, sales, pipelines, opportunities, campaigns, Google AdWords and Analytics, and more.
  • Build robust user roles for all levels of user.
  • Replace multiple systems with one fully integrated system.
  • Use 3rd party tool like Zapier to integrate and update your MA system with almost anything.
  • Import data from many other systems.

Behavioral-Based Email Automation

Put an end to “email blasts” and start conversations that lead to conversions. Go beyond the functionality of traditional email service providers (ESPs) with “after-the-click” tracking for truly personal messaging.

Send every lead just the right information at critical points in their unique buying process. Notify salespeople to act at just the right time.

Dynamic Forms Built for Conversion

Build, customize and reorder fields effortlessly with the sleek drag-and-drop editor.

SharpSpring has dynamic forms autocomplete fields for known visitors improve conversions and look great on any site with custom CSS. You can even map fields from 3rd-party and native forms like Gravity Forms.

Engage Leads at Critical Points

SharpSpring is a powerful but easy-to-use rules engine simplifies marketing automation.

Use workflows to engage leads at critical points in their unique buying process. Receive a list of the day’s hottest leads right in your inbox, and act at just the right time to convert to sales.

Get a notification when hot leads come onto your website.

VisitorID Identifies More Leads

Identifying 2x as many visitors to your site is just the beginning. Use behavioral-based tracking to truly understand what motivates each click.

Receive a list of the day’s hottest leads right to your inbox and act at the just the right time to convert to sales.

Built-in and 3rd-Party CRM

Track opportunities from creation to close with a bird’s eye view of your pipeline.

Create custom deal stages, fields, filters and more to manage your unique sales process. Of course, you can always two-way sync data between SharpSpring and your 3rd-party CRM of choice.

Cut Through the Noise

Make key decisions with accurate and relevant data.We know data can be overwhelming so decide what's important and just see what you need for better decisions.

Slice and dice powerful metrics into customized reports. Understand end-to-end ROI and share key information with your team, clients and customers.

ecommerce integration

SharpSpring’s Shopping Cart Integration allows you to automatically record web transactions from your online store and attribute those sales to SharpSpring Campaigns. This enables you to measure your end-to-end marketing ROI for eCommerce based businesses.

You can also create abandon cart emails in SharpSpring adding to it value hugely.

Dynamic Landing Pages

Deliver tailored content to anyone coming onto your site that's in your CRM. Tailor content based on any data fields including custom data fields you have created.

Mobile Device Access

As a busy salesperson or marketer you will need access to your clients and information on the move. Enter SharpSpring Mobile.


Social media posting and listening

Schedule, post, manage, report on, and setup social listening, within SharpSpring

We have partnered with SharpSpring to deliver marketing automation to companies in Scotland and around the UK, that need to work smarter and automate many their online marketing activities.

If you would like to know more about Marketing Automation and how it can help your business grow, please give Alan Tomkins a call on 01333 329882 or email Alan at

SharpSpring Silver Certified Partner