Whenever I speak with customers, I want to know as much useful context as possible, to maximize the value of every call.

One morning last week, a demo was scheduled in my diary with someone who looked like they could be a new Outfunnel trial user.

I didn’t recognize the name, so I opened Pipedrive (our CRM) where we store actionable information about customers:

Outfunnel's web tracking feature sends information to Pipedrive

Among other things. I learned that he had visited one educational blog post and one FAQ item before scheduling a demo with me. This gave me a pretty good idea what he wanted to chat about, and we had a great call.

Let’s quickly review what just happened:

  1. A new trial user had learned about the product and easily booked a demo as a follow-up.
  2. I had the context I needed for the call without having to dig into data or paying for one of those monolithic tools that take months to learn.
  3. All of this happened automatically, using only free or super-affordable tools.

How exactly did we get to this point? Let’s dive into the specifics of the marketing automation we do at Outfunnel.

Marketing automation put into practice for about $50/month

Our marketing automation is primarily targeted at new free trial users. We want to educate them and make it easy to talk to us if they have any questions.

To make that happen, we use…

  • Pipedrive to manage our customer success pipeline
  • Our own tool Outfunnel to send emails, track web visitors and calculate lead scores, and…
  • Calendly for automating the process of scheduling meetings.

All of this costs us less than $50 per month.

1. We put our best foot forward with an automated Welcome email

We have automated our Welcome email and are happy to say that, on average, 70% of the recipients open it.

This means that all of those who have signed up for Outfunnel and have landed in our customer success pipeline in Pipedrive, receive the following email. Did I already say it happens automatically?

Outfunnel's automated

We use Pipedrive filters to build segments, and Outfunnel seamlessly plugs into that. Anything we do in Pipedrive for contacts to start matching a filter (or stop matching a filter) can be used to trigger an email campaign campaign.

Learn more about how we’ve automated our user onboarding.

2. Is scheduling calls across timezones a time-sink in itself? Calendly removes the hassle

Meet Calendly, a software that schedules my calls for me. I can forget the hassle it takes to try to find a suitable slot for a call. That is something we had to do a lot since we talk to 1/3 of our users.

To get hold of people, we have placed an invitation link with a call-to-action to register for a demo in our second “Welcome” email.

Book a demo with us

Calendly is easy to set up and saves a lot of time otherwise spent on exchanging emails. How it works is that once I’ve connected my existing calendar with Calendly and have defined when I am available for a call, I’m given a personal link that I can add to my emails.

If you want to see how we have done it, please sign up for Outfunnel and wait for the second Welcome email.

3. Outfunnel saves us the trouble of having to manually update our mailing lists

It can be frustrating to make sure all lists are always up-to-date when I wish to send out an email, especially if people should get or stop getting different kinds of emails.

Now, what happens if my contacts database in Pipedrive is 24/7 in sync with my mailing lists? I’ll save a lot of time as I will need to create each list only once.

Right now we have 3 lists for marketing and sales purposes.

 ContactsPipedrive trigger that syncs contacts with the right mailing listMailing list 
New trial users“Signed up” stageWelcome list
Paid accounts, active trial users“Won” deals and deals in “Active Trial, Live Data Moving” stageActive Users list
Early adopters, fansUpdating a custom fieldBeta Testers

Whenever contacts’ custom fields in Pipedrive are changed or they move in our customer success pipeline, they also get added to or removed from our mailing lists. All of this works automatically, because Outfunnel does that for you. Learn how.

4. Our sales team knows who to call first because we get web and email insights automatically

How does your sales team prioritize their calls? Making good decisions about this requires having knowledge your prospects – and details about how those prospects interact with email campaigns can be very valuable information.

You can use Google Analytics for web tracking to know which pages, when and how many times your prospects visited, but that information is anonymized. The real value is in identifying who exactly those prospects were.

This information about your prospects helps you to make the right decision who to contact and how.

We are using Outfunnel web visitor tracking feature to match our website visitors to our contacts in Pipedrive.

Web tracking feature records the following activities in Pipedrive:

  • who is visiting the website
  • pages visited
  • time spent on each page

We can see it displayed as a custom activity called Website visit and/or a Note in the contact’s profile.

Here are some of the important things that CRM integration does for us and our users:

  • When we send out email campaigns, all the sends, opens and clicks are recorded in Pipedrive.
  • When someone unsubscribes from our email, we have Outfunnel edit a custom field in Pipedrive.
  • If Outfunnel registered a hard bounce, this too is recorded in Pipedrive.

All of this makes it much easier to see, at a glance, what’s happening with our emails at the level of individual prospects.

Do you remember I started my article with a real-life example of how a trial user booked a demo with me and I went to look from Pipedrive who this person is and how he interacted with our website? This is how it was possible – thanks to Calendly, Pipedrive, and our own tool.

Conclusion: Marketing automation doesn’t have to be overwhelming or costly

Whether you are a marketer, sales rep or a business owner you will increase productivity by automating your marketing activities. The question is which tools to use and how much to spend.

You can choose an all-in-one system where set-up fees alone are $5,000 or you can save a hell of a lot of money by going for the “custom-stack” as we have.