Orchestrate Blog Supercharge Your Lead Generation

People who operate in the financial services industry often struggle to find a balance between marketing and operations. While it's common to find advisors and brokers automating areas of operations like portfolio rebalancing, marketing tends to be a relatively manual process. But the last decade has seen the rise of marketing automation, which allows companies to build workflows that nurture leads by using blogs, emails, webinars, and other digital content. The financial industry has really started jumping on this trend over the last couple years, and many finance-specific marketing solutions have cropped up as a result. While Salesforce is primarily a CRM, it has several features that can help you get started with marketing automation. While some features may seem more intimidating to set up than others, Salesforce offers multiple tools and resources available that simplify everything from training staff members to creating and running automated processes - and the return on investment can be significant over time. Today, we want to look at how Salesforce can supercharge your lead generation efforts, and explore some strategies to get started. Define the Client Journey The client journey is the arc of experiences a person has with your company from the moment [...]The post Supercharge Your Lead Generation appeared first on Orchestrate, LLC.