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Andrea Hill

Here’s How Automated Marketing Can Help You Close More Sales

Once your CRM system is set up, you can watch prospect interest increase and sales roll in.




IF YOU’RE NOT taking advantage of sales and marketing automation, you’re missing out on a toolset that can make your marketing and selling activities more effective and efficient.

Marketing and sales automation are the use of technology to automate marketing and selling tasks, using customer journeys and data for heightened relevance.

The most effective tools for marketing and sales automation are CRM systems like HubSpot and Keap. Here is an example of an automated marketing and sales workflow.

TRIGGER: A visitor submits a form asking to be added to your email marketing list or requesting to download an e-book about building a jewelry wardrobe.
ACTION: The visitor’s information is checked against the CRM database. If this is a contact that has been identified as a high-net-worth (HNW) prospect, the contact is delivered to a salesperson for follow-up.
ACTION: If the visitor has not been identified as a HNW prospect, the request is fulfilled and the visitor is added to an email drip campaign that delivers three introductory emails over the next two weeks.
ACTION: The visitor is added to a retargeting campaign that displays targeted ads to them across social media and news feeds.
ACTION: Following the introductory campaign, the visitor is added to a nurturing campaign that delivers relevant content and offers to them for the next four months.


TRIGGER: The visitor opens an email from the drip campaign.
ACTION: The visitor’s lead score is increased, indicating a higher level of interest.
ACTION: When a lead score reaches a pre-determined value, the lead is assigned as a task to a salesperson to follow up personally.
ACTION: The visitor is added to a sales follow-up campaign that includes a series of emails and phone calls from a sales representative. The emails include a meeting link to book a private consultation.

TRIGGER: The visitor schedules a consultation.
ACTION: The visitor’s lead score is increased, indicating a higher likelihood of conversion.

TRIGGER: The visitor places an order following the consultation.
ACTION: The visitor is added to a customer onboarding campaign that delivers helpful resources.
ACTION: An email is sent at 14 days post-purchase asking the customer if they are satisfied and requesting that they provide a testimonial.

TRIGGER: A testimonial is provided by the new client.
ACTION: The testimonial is automatically fed to both Google and Facebook, while simultaneously being queued for display on the website.

As you can see, the system handles repetitive tasks that would have otherwise been done by a human. Automation systems can track, respond to, and score volumes of individual transactions in a way that store personnel do not have time (or will not remember) to do.


Andrea Hill is owner of Hill Management Group, with three brands serving the jewelry industry. Learn more at



“Every One of Them Said, ‘Go with Wilkerson.’”

There are times when decisions must be made. For Joe Cheslock, owner of Sycamore Jewelers in Midlothian, VA for the past 25 years, the time had come. He had to decide whether to renew a five-year lease. Instead, he called Wilkerson to handle his store’s going-out-of-business sale. Why did he select Wilkerson? “I talked to retailers from around the country to get their advice. Every one of them said, ‘Go with Wilkerson.’” And he’s glad he did. Cheslock says he was amazed by Wilkerson’s organization and attention to detail. Of course, as a store owner, it was hard to let others do the heavy lifting, but he’s glad he did. “Wilkerson did everything they said they would and more. They follow through and they’re respected in the industry. I now see why.”

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