RevOps consultancy is the process of helping an organization design, implement, and optimize its revenue operations strategy. 

It includes the analysis of whether the marketing, sales, and customer success departments work together, identifying weaknesses in the operation, and developing a strategy to make the operation more efficient and visible.  

Contrary to sales and marketing consultancy, RevOps consultancy covers the entire revenue ecosystem. 

A RevOps consulting engagement generally entails: 

• Revenue process assessment  
• CRM audit and optimization
• Sales and marketing alignment  
• Customer lifecycle mapping 
• Pipeline design 
• Lead routing optimization 
• Marketing automation  
• Reporting dashboards  
• Forecasting improvements  
• Data governance 
• Revenue analytics  
• Team enablement  
• Ongoing RevOps optimization  

Whereas most consultants provide solutions for isolated problems, B2B RevOps consultants come up with an integrated model involving people, processes, technology, and data. 

To some companies, this is about avoiding duplication, increasing CRM usage, cutting down manual reporting, and ensuring repeatable revenue processes that can grow with the company. 

RevOps Operations vs Sales Operations 

Although the two are often confused, they solve different business challenges. 

Sales Operations improves one department. Revenue Operations improves how every revenue-generating function works together. Understanding the key difference between RevOps and sales operations gives you an idea of how all these variable operations master their departments and help you achieve excellence. 

Why B2B Companies Invest in RevOps Consulting 

Every business that is growing will reach a stage when getting more leads, employing more sales people, or buying better technology won’t give proportional gains in income. It’s not about a lack of energy; it’s about a lack of cohesion. 

Marketing generates leads that sales considers unqualified. Sales closes deals that customer success wasn’t prepared to onboard. Leadership spends hours reconciling reports from different systems because every team defines the funnel differently. 

These aren’t isolated issues. They’re symptoms of a disconnected revenue engine. 

B2B RevOps consultancy addresses these challenges by aligning people, processes, technology, and data into a single operating model that supports predictable growth. Below are the benefits of investing in RevOps:  

1. Eliminate Revenue Silos 

Sales, marketing, and customer success often operate with different priorities, KPIs, and systems. This creates problems such as: 

• Multiple definitions of a qualified lead  
• Inconsistent pipeline reporting  
• Poor communication between teams  
• Customer information scattered across platforms  
• Misaligned revenue goals  

RevOps consultant will bring a set of common processes, lifecycle stages, and metrics related to revenue, hence creating one revenue organization as opposed to three separate organizations. 

2. Improve Forecast Accuracy 

Leadership decisions are only as good as the data behind them. Many organizations struggle with: 

• CRM reports that don’t match board reports  
• Manual spreadsheet consolidation  
• Missing customer information 
• Duplicate records 
• Poor opportunity hygiene  

Inconsistent data makes it difficult to forecast anything. RevOps consultancy will help in bringing consistency through CRM governance, data quality processes, automation, and dashboards for decision-making purposes. 

3. Increase Team Productivity 

Revenue teams lose valuable time on manual tasks that could be automated. Some common examples include: 

• Manual lead assignment  
• Spreadsheet reporting  
• Updating CRM records  
• Copying information between systems 
• Duplicate customer communication  

RevOps consultants redesign workflows using automation, allowing revenue teams to spend more time on high-value activities such as selling, nurturing relationships, and improving customer retention. 

4. Build a Scalable Revenue Engine 

There are many processes that work well in early stage companies but become scaling problems as the company grows. Some scaling problems include: 

• Rapid hiring without standardized processes  
• Expansion into new markets  
• Multiple product lines 
• Increasing customer acquisition costs 
• Growing technology stacks  

Rather than continuously patching existing systems, RevOps expert creates scalable operating frameworks that support future growth. 

5. Deliver Measurable Business Outcomes 

The strongest case for this consultancy service from a business perspective is the impact it has on the bottom line. Research in the industry indicates that companies that have advanced their RevOps are more successful than those which have not. For example: 

• Forrester reports that organizations aligning marketing, sales, and customer success through RevOps can achieve up to 36% higher revenue growth and 28% greater profitability.  
• Boston Consulting Group (BCG) found organizations implementing mature revenue operations practices experienced 10–20% higher sales productivity and 100–200% improvement in marketing ROI.  

These advancements do not come solely from any one particular technology or any one specific department; rather, they come through enhanced alignment throughout the revenue lifecycle. 

A Typical RevOps Strategy & Implementation Framework 

Although every organization has different requirements, successful revenue operations consulting engagements generally follow a structured framework. 

How RevOps Consultancy Drives Revenue Growth 

There are many companies that use CRM software, marketing automation tools, and sales enablement software, hoping for instant success in terms of revenue growth. However, it often turns out that technology is not enough to achieve predictable outcomes. What matters here is a well-coordinated people-process-data-technology combination aligned according to one revenue strategy. 

RevOps consultancy allows companies to achieve such coordination. 

While traditional operational problems are usually addressed separately, revenue operations consultants focus on the whole revenue process cycle, considering all 6 RevOps pillars. 

1. Creates a Single Source of Truth 

One of the biggest obstacles to growth is inconsistent data. Marketing reports one pipeline number and sales reports another. Finance presents different revenue figures. Customer Success tracks its own metrics. Without trusted data, leaders struggle to forecast accurately, allocate budgets, or identify revenue bottlenecks. 

RevOps consulting establishes: 

• Unified CRM governance  
• Standard lifecycle stages
• Consistent revenue definitions
• Centralized dashboards
• Standard reporting across departments  

2. Improves Pipeline Velocity 

Revenue growth isn’t just about generating more leads; it’s about moving qualified opportunities through the funnel efficiently. 

A Revenue Operations consultant evaluates every stage of the buyer journey to identify delays such as: 

• Slow lead routing  
• Manual approvals  
• Poor qualification  
• Sales handoff delays  
• Duplicate outreach  
• Low CRM adoption 

3. Increases Forecast Accuracy 

Revenue forecasting should support strategic planning, not create uncertainty. This consultancy improves forecasting by: 

• Standardizing opportunity stages  
• Improving CRM hygiene  
• Removing duplicate records  
• Creating automated dashboards 
• Defining consistent forecasting rules  

4. Optimizes the Entire Customer Lifecycle 

Revenue Operations extends beyond sales. Consultants evaluate every customer touchpoint, including: 

• Marketing acquisition  
• Lead qualification  
• Sales engagement
• Customer onboarding  
• Renewals  
• Expansion opportunities  
• Customer advocacy  

5. Enables Better Technology Adoption 

Many organizations already own powerful platforms such as HubSpot, Salesforce, or marketing automation tools but use only a fraction of their capabilities.  

RevOps consultancy service helps businesses: 

• Configure CRM platforms correctly  
• Build scalable automation  
• Integrate disconnected systems  
• Create executive dashboards  
• Improve user adoption  
• Eliminate redundant tools

6. Supports Data-Driven Decision Making 

Modern revenue organizations generate large volumes of customer and operational data. 

The challenge is transforming that data into meaningful business insights. 

B2B RevOps consultants develop reporting frameworks that track metrics such as: 

• Pipeline coverage  
• Pipeline velocity  
• Sales cycle length  
• Customer Acquisition Cost (CAC)  
• Win rate  
• Customer retention  
• Revenue by channel  
• Forecast accuracy  

Signs You Need a RevOps Consultant 

Not every business requires external RevOps expertise immediately. Yet there are clear operational signals that indicate internal processes are limiting growth. 

If several of these situations sound familiar, it may be time to evaluate RevOps services. 

Your CRM Has Become Difficult to Trust 

The CRM must be a source of truth, and not of confusion. If management is spending more time verifying reports than making decisions, and the team has to deal with duplicate contacts, conflicting pipeline, and dashboard data, then that is a strong indication that your CRM requires strategic optimization. 

Sales, Marketing, and Customer Success Act Independently 

In situations where all members of the revenue generation teams are operating under separate goals, KPIs, and customer information, alignment becomes difficult. 

Revenue Growth is Flat 

When the funnel continues to perform well but revenue growth is no longer increasing, the challenge typically stems from the revenue operations side. Gaps in qualification, pipeline management, sales cycles, and customer handoffs can be preventing conversion success. A RevOps consultant identifies the gaps and optimizes the whole process. 

Your Tech Ecosystem Continues to Expand 

Just because you add new software applications doesn’t mean that you are addressing your operational needs. Multiple CRMs, unconnected automation systems, and manual integrations among disparate platforms continue to add complexity rather than streamline. RevOps consultancy helps streamline your technology ecosystem. 

Lack of Visibility into Pipeline 

The management must be able to have an immediate view of pipeline health, forecast accuracy, campaigns, and revenue. In case the decision-making process is dependent on the use of manual spreadsheets or conflicting reports from various departments, this means your organization needs proper alignment and reporting for revenue operations. 

Revenue Teams  Waste Time Performing Manual Processes 

If your sales, marketing, or customer success teams spend many hours updating the CRM with data, lead assignment, data fixing, and other manual processes instead of interacting with your customers, then there is inefficiency in the operations of your organization. The best way forward would be to have B2B RevOps consultants perform all these activities. 

Why Choose TransFunnel as your RevOps Consultant?  

Not only do we provide CRM solutions but we assist you in building your own Revenue engine that is going to bring sustainable growth for your organization. Our team of RevOps consultants will analyze your business to find out the reasons behind low revenues and help you resolve them. 

What makes us different? 

• We focus on the root of the problem and not its symptoms. We conduct a thorough analysis of your entire revenue cycle to understand what processes, data, technology, or people’s problems can hinder your growth. 
• Strategies are followed by actions. From conducting a RevOps assessment, formulating a strategy for your organization to implement it all, we provide comprehensive RevOps solutions. 
• Optimize existing systems or build from scratch. Whether your HubSpot portal needs cleanup or you’re implementing a new CRM environment, we design scalable solutions that support your business goals. 
• High-level expertise in top-of-the-line RevOps platforms. Our team is proud to be a HubSpot Diamond Solution Partner, Salesforce Consulting Partner, and monday.com Platinum Partner to deliver maximum results out of your investments in technologies. 
• Ideal partner for rapidly growing B2B companies. We excel at partnering with businesses that already have sales and marketing systems but require more alignment, clean data, proper reporting, and forecast management. 
• Delivered with clear business outcomes in mind. Every project is directly related to metrics like forecast accuracy, pipeline visibility, CRM implementation, sales cycle duration, win rate, and revenue growth, making it easy for you to quantify the ROI. 
• User adoption is guaranteed in every project. Our company trains your marketing, sales, and customer success teams, so they will feel comfortable using the process and getting the best out of the platform. 
• Engagement model is transparent. Thanks to the value-based pricing, a clear list of deliverables, and flexible engagement options ranging from assessments to RevOps implementation, you always know what to expect. 

If you are looking to improve an existing revenue operation or build a scalable RevOps foundation, TransFunnel combines strategic consultancy services with technical expertise to help you achieve predictable, long-term growth. Reach out to us To build a smarter revenue engine around your business.  

Conclusion 

Revenue growth isn’t driven by individual teams working harder, it comes from every revenue-generating function working together. 

As organizations grow, disconnected systems, inconsistent data, manual processes, and siloed teams become barriers to predictable performance. RevOps solutions addresses these challenges by aligning marketing, sales, and customer success around shared goals, standardized processes, and reliable technology. 

Whether you’re evaluating your first Revenue Operations initiative or looking to optimize an existing strategy, investing in RevOps consulting can help create a more efficient, data-driven, and scalable revenue engine. 

With expertise across strategy, CRM implementation, automation, analytics, and ongoing optimization, TransFunnel helps B2B organizations transform fragmented operations into sustainable revenue growth. 

In a world where speed is everything, sticking to manual sales workflows is a recipe for stagnation. If you want to scale, sales process optimization isn't just about working harder—it’s about working smarter through technology. This guide explores how top-performing companies are using marketing automation for sales to eliminate mundane tasks, allowing their teams to focus on high-level strategy and closing deals. 

We break down the 5 essential keys to transforming your revenue engine: 

• Financial Gains: Boosting productivity by 31% and lowering break-even costs. 
• Improved Efficiency: Freeing your team from lead prioritization and administrative clutter. 
• Sales-Marketing Alignment: Bridging the rift to create a unified source of lead intelligence. 
• Deep Lead Insights: Tracking activity history to plan high-impact follow-ups. 
• Enhanced Relationship Management: Using sales workflow automation to deliver a "human touch" at exactly the right moment. 

Ready to see how sales automation can turn your team into a technology-enabled powerhouse? Let’s dive in.

Sales Process Optimisation Through Marketing Automation:

The world is moving faster than ever, and with the advent of new technologies, it’s only going to get faster each day. Top companies are achieving sales optimization through automation and embracing themselves for better returns and efficiency. It helps that they get happier customers and employees as an add-on. The whole idea of automation is to let it take care of mundane and routine tasks, while people continue to work on strategical tasks.

And like never before, with the advent of technology like Marketing Automation, CRM, ERM, and more, sales has moved into the world of automation. It’s no longer dependent on people, but rather sales teams have become technology enabled. Now the question is, why has such a drift taken place? While large enterprises have already reaped the benefits of automating, small and medium businesses are slowly, but surely, getting there as well. And here is why:

Advantages of sales optimization

1. Financial advantage:

This tops our list, for all companies are made to generate and increase revenue not only by acquiring new business but also by lowering their costs.  A Harvard research conducted with a few billion dollar companies shows a return of 100% in the first year of using marketing automation. The following are the statistics with regard to sales.

The rise in productivity also means a reduction in both fixed and variable costs, and in turn, means lower break even through lower productivity costs. The result? You get to optimize your return on investment (ROI).

2. Improved Efficiency:

Achieving most out of least effort, viz-a-viz, efficiency, is what all businesses aim towards. Efficiency improves not only the business outcome but also the morale of your sales team. Without automation, the sales team usually gets entangled in multiple activities like telemarketing, content fulfillment at the right time, customer service, lead prioritization, account management, direct sales, direct mail, face to face customer dealing and much more. But with automation, most of the requirements are already automated for the sales team, making their life easier and in turn enhances their effectiveness and efficiency. Another benefit that comes along is that sales can now focus on where it’s needed the most.

3. Integration:

Companies that have implemented automation for sales have realized the benefits of bridging the long existing rift between the sales and marketing. Marketing is now more of an enabler by providing the sales team with appropriate information on the lead. Marketing can help the sales team understand the leads, and what they are looking for, based on their social media and other online activity. While this integration brings marketing and sales to work together closely, it also draws a fine line on the segregation of duties, eliminating much-seen chaos in the past.

Moreover, marketers can provide useful insights on what customers are looking for (via activity history, engagement history, past conversation, etc). They can also create information in the form of graphs and visuals for the sales team. This not only saves time for the sales team but gives them a quick glance into everything they need to know about their leads.

4. Understand Leads better:

Automation solutions are usually designed in such a way, that a quick glance lets you know everything you need to know about a lead’s activity. With automation, it becomes easier to get insight into the emails, events, website activity and nurturing campaigns that are running for a lead. This, in turn, directly benefits sales, as they can now plan their follow-up with the lead in advance, increasing the chances of conversion

Automation also allows sales to send marketing emails and documents to their contacts easily. They can add/delete contacts from a particular campaign with a simple click. Additionally, they can also set alerts when a lead performs a desirable activity. This allows the sales team to not only manage current prospects but also identify future prospects to target.

5. Enhanced relationship management:

While it is true that no amount of automation can replace human touch, automation can still aid you in building relationships. Marketing can use automation to identify the stages that a lead goes through and use drip marketing to send relevant trigger-based emails to them at the right time.

Automation uses various tactics like lead prioritization, lead scoring etc based on their activities, ensuring that the sales team does not miss out on leads that need immediate attention. This immediate attention then brings in a sense of personalization, to cement the relationship with the lead.

We get three main benefits here.

1. Leads have already been nurtured and hence they are already sales ready
2. Sales team saves on both effort and time, adding to their overall efficiency
3. Maximize the conversion probability by following up the leads on time

Since the time of industrialization, automation has only made life easier for mankind, and the results depend on how each business uses the technology to their own advantage. Not to forget that timely adoption is the key to making most of the technology. Get best marketing automation consultant now.

Interested in reaping the benefits by automating your sales and marketing?  You can join our webinar on 1st of June where we will be showing the real-life examples how companies are enabling their sales team using automation and getting benefited.

Stop losing leads and start converting faster with the right automation strategy. Start Optimizing Your Sales Today 

Building a marketing automation infrastructure is not like plugging something in; it’s more like constructing an engine which you can scale alongside your business. Many organizations face challenges because they jump right into a process without having an established marketing automation strategy in place. In this article, we will go through the key steps involved in the “Crawl-Walk-Run” process. In this you'll learn: 

• Phase-wise Implementation: Why starting with simple, rule-based processes ensures long-term success. 
• User Adoption: How to build internal champions to protect your investment. 
• The Architect’s Checklist: 11 critical questions to define your objectives and KPIs. 

Whether you're designing your marketing automation architecture or seeking marketing automation best practices, this blueprint helps you hit your targets.

It is not surprising that in 2018, McKinsey’s analysis of more than 400 use cases showed that Marketing was a domain where AI contributed the most. 

Chief Marketing Officers (CMO) in enterprises are rapidly embracing Marketing Automation but only a few are able to realize its potential. Out of the many reasons, one of the important factors is that CMOs in those enterprises still need to understand the stepped approach of implementation of Marketing Automation  

The best possible approach to automation implementation would be starting with a simple rule-based, non-customer-facing, stand-alone process that helps the marketing/sales team make better decisions and boost the productivity of the team. Once the team gains confidence in the process and Marketing Automation, we can get on to deploying more complex and integrated customer-facing processes.  The “Crawl – walk-run” approach is the key to the success in implementation.  

Sometimes companies end up starting the project with the most critical, tough, and customer-facing process to automate. These processes may take time to automate, or may not be possible to automate, which can lead to customer dissatisfaction and team demotivation. 

Before getting into implementation, the leadership team needs to identify all the use cases they are planning to implement and then prioritise the use cases and place them into phase-wise implementation. The “Phase-wise implementation is the key to success”.

We have seen that often despite successful implementation, companies fail to reap the benefits from Marketing Automation, as they do not foresee the user adoption challenges. Organizations should plan the after-implementation user adoption strategy and deploy a responsible team. In most cases, organizations, big or small, fail to understand their capacity for change. Over-estimating this power may lead to failure in user adoption, and under-estimation of this metric may delay the implementation. Before getting into implementation it is necessary to plan and build user adoption champions in the team/organization to take care of the post-implementation maintenance, support, and user training for adoption. The “User-adoption is another key for the success of the implementation”.

To achieve the above approaches, asking the right questions is necessary. Answers to those questions can help in strategising the implementation phases, identifying independent vs integrated processes, segmenting the customer-facing vs non-customer-facing processes.  

Important Questions To Ask For Successful Marketing Automation Implementation

1. What is the end objective of the Marketing Automation implementation?

2. What are the departments and stakeholders involved in this implementation?

3. What are the KPIs of individual teams?

4. What are the most important priorities of this project?

5. How will the success of this project be measured?

6. What are the estimated timelines?

7. Listing down as many use cases as possible according to the current process

8. What should be the best use case to implement as the Proof of concept (PoC)?

9. How will we scale up the Poc as a holistic implementation?

10. What are the triggers/alerts in the project?

11. Who will drive the team adoption and how?

The best practices suggest starting small, picking a stepped approach, and planning user adoption beforehand. Consider answering all of the above questions before strategizing your automation implementation. 

A successful automation journey starts with the right roadmap. Talk to Our Automation Specialists 

Finding a platform that bridges the gap between sales and marketing is a total gamechanger. This post dives into what is LeadSquared and how it has evolved into a powerhouse for high-growth enterprises. 

We cut through the noise to show you exactly how this platform drives LeadSquared sales and efficiency. We’ll explore: 

• Accelerated Capture: Integrating every source—from offline chats to cloud telephony—to ensure no lead is missed. 
• Conversion Predictor: Using AI to stop the guesswork and identify which prospects are actually ready to buy. 
• Mobile-First CRM: Why field teams are seeing massive productivity spikes by updating data on the go. 
• End-to-End Automation: From no-code landing pages to SMS and email drip campaigns that run 24/7. 

If you’re looking for marketing automation software features that prioritize speed and ROI, let’s look at how to turn your lead flow into a revenue engine.

Marketing automation is no longer just a “nice to have” platform but a “must-have” asset. More and more businesses, regardless of size, are adopting marketing automation to stay relevant and competitive in their space.

“On average, 51% of companies are currently using marketing automation. With more than half of B2B companies (58%) plan to adopt the technology,” said EmailMonday.

Marketing automation is more than just sending programmed emails. Marketing automation streamlines, automates, and measures sales and marketing efforts through a powerful marketing automation platform. A marketing automation platform also stores customer data appropriately, tracks buyer behaviour, develops opportunities for upselling and cross-selling, and analyses campaign success. Studies report that adopting marketing automation results in a 14.5% increase in productivity. 

But which marketing automation software to use? Marketo? HubSpot? LeadSquared? Salesforce? LeadSquared, established in 2012, has quickly become a prominent player in the marketing automation and CRM solutions realm, serving clients across all industries.

LeadSquared is utilised by more than 15,000 sales and marketing professionals.  

LeadSquared is a complete marketing automation software that helps companies capture leads via the web and then tracks, manages, and engages them till they convert. However, the key to success lies in building a winning marketing automation strategy that aligns your tools with your business goals. It was developed specifically for small to medium-sized businesses but now boasts of top clients like Practo, CloudNine Hospitals, Deltin Group, and MaxBhupa among many others. LeadSquares’s USP is that it bridges the divide between sales and marketing teams by offering marketing automation and CRM solutions via a single platform, that too at a much more affordable rate (#win).

Intrigued and want to learn more?

The following blog highlights the key features of LeadSquared that make it the ideal solution for sales and marketing.

Automated and Accelerated Lead Capture Across ALL Sources

All CRM and marketing automation capture leads, so what makes LeadSquared stand out? The LeadSquared CRM advantage is that it accelerates lead capture by offering integration with several online and offline chat, telephone, events, and lead capture connectors across multiple channels. You can seamlessly integrate lead generation from different sources. Additionally, Leadsquared CRM integrates with cloud enterprise communication platforms such as Exotel, Ameyo, and Ozonete; something that is not possible with HubSpot CRM. LeadSquared also automatically captures leads via Zapier.

Scoring, Grouping, and Managing Leads

Once the leads are captured, the ‘Manage Leads’ function allows you to score, group, and manage your leads based on behaviour attributes. Most customers are at different stages of engagement, and therefore, scoring and grouping leads gives you the scope to customise offers and nurturing strategies. LeadSquared marketing automation also allows you to manage and engage leads via SMS automation, a feature that is dependent on bigger software solutions such as Marketo, Pardot, or HubSpot. Do more for your sales and marketing teams by using LeadSquared’s inbuilt lead scoring, grouping, and management tools; another feature that is not found in traditional marketing automation solutions.

Customised Email Campaigns

LeadSquared’s marketing automation software allows you to create personalised and visually stunning email marketing campaigns. LeadSquared allows you to drag and drop images, text, and CTA buttons to truly create and deliver a personalised experience to customers. Adventure Nation witnessed higher lead engagement as a result of using LeadSquared’s email automation solution. The unique email subject line analysis feature tells you which subject lines get the highest open rates. Set drip campaigns, save time and effort, and delight customers by leveraging LeadSquared email marketing solutions.

Responsive Landing Pages

A company’s landing page is crucial and one of the key elements of a holistic inbound marketing strategy. It is the first impression and the primary tool for converting leads into customers. HubSpot finds a positive correlation between the number of landing pages and conversions. A powerful feature of LeadSquared is that it allows you to build responsive, optimised, and visually appealing landing pages without code (gasp!). Choose from one of the multiple LeadSquared templates and widgets, build content, and publish your page in no time. You only have seconds to make the right impression; therefore, save time and resources by using LeadSquared templates to design captivating landing pages that include some attention-grabbing images. LeadSquared CRM also provides banner templates so you can increase conversions by getting customers to act on exciting offers.

Conversion Predictor

Stop the guesswork of trying to understand which leads will convert by using LeadSquared Conversion Platform, which uses artificial intelligence to predict chances of lead conversions. The platform accumulates all historical data and finds a correlation between lead attributes that impact conversions. The system identifies impact attributes from historical data, learns from it, and creates a prediction model. Each new lead that is fed into the model gets assigned a conversion chance.  This valuable information is highlighted to sales and marketing teams as – high, medium or low. The conversion predictor will allow your teams to target their energies towards leads that have a high conversion chance.

Mobile CRM

Most people believe that CRM is a static tool one can only access via a desktop; however, statistics show that mobile usage is on the rise. In India alone, there are approximately 843 million mobile phone users. Sales representatives spend the majority of their time out in the field, and they need sales and marketing tools to support them. LeadSquared CRM is mobile-optimised, so sales reps can update their lead progress instantaneously! The mobile CRM platform promotes efficient planning and allows sales teams to log notes, record inbound and outbound calls, and upload documents, like KYC or invoices, to the system on the go.

Reporting & Analytics

The LeadSquared analytics dashboard provides insights into click-through rates, website landing conversions, email open rates, and the best time to send emails. In addition, lead source and lead distribution reports give one a snapshot of where leads are coming from and how they are distributed amongst the sales representatives. Leadsquared offers access to each and every detail of a lead, so you get an accurate, holistic overview of your customer pool and determine which strategies are working and which are not.

Practo, an online healthcare service provider, improved its call centre efficiency by 60% by basing decisions on LeadSquared smart views and analytics. Installing LeadSquared automation system further streamlined their sales processes.

Learn LeadSquared through Transfunnel Consulting

Want to know if LeadSquared suits your business requirements? We, Transfunnel Consulting, have certified LeadSquared Consultants who can accurately understand your requirements and guide your sales and marketing teams through the Leadsquared platform. Transfunnel also offers in-depth LeadSquared Support and LeadSquared training so you can successfully implement and launch LeadSquared as your CRM and marketing automation partner.

Ready to turn LeadSquared into your revenue engine? Talk to a LeadSquared Consultant 

The custom javascript tracking code of Marketo, called the Munchkin, tracks all the people coming to your website so that you can respond to their visits with automated marketing campaigns. Even anonymous visitors are tracked with their IP address and other information.

There are 3 tracking code types available:

• Simple – Loads synchronously
• Asynchronous – Loads asynchronously
• Asynchronous jQuery – Loads asynchronously and requires that jQuery be loaded beforehand

It is highly recommended that the Asynchronous tracking code be used for embedding Munchkin on external pages. To ensure the highest possible success rate for execution, embed the Asynchronous tracking code in of each page.

Add MunchkinTracking Code to Your Website

1. Click Admin at the top right of the app

2. Click Munchkin in the tree on the left

3. Select Asynchronous for Tracking Code Type

* Note: Asynchronous code is faster than Simple

4. Click and copy the Javascript tracking code to put on your website

Tips: Put tracking code on the web pages you want to track. This may be every page for smaller sites, or only key pages on sites that have many dynamically generated Web pages, user forums, and so on.

5. Place the tracking code on your web pages right before the

Note:
Landing pages created in Marketo automatically have tracking code, therefore you do not have to put this code on them

Get complete marketo training services here.

How many tasks your marketing team, more specifically, your content marketing team needs to accomplish on a daily basis? From planning the blog posts, using the right keywords, personalising content, reviewing analytics for all those posts to devising content strategies; it can be a lot! While the robots aren’t so sophisticated yet to write your content, you can literally get some help in some other aspects of their intelligence. 

Let’s consider another scenario – as a content marketer, you only have to focus on your strategies and enhancing the business rather than sitting and creating stuff from scratch! Quite dreamy, right? Except that there’s nothing artificial about it, artificial intelligence is making this happen faster than you can imagine.

If You Have Embraced AI, You Are Already Ahead of the Curve

There is something similar to the ‘fear of missing out’ called the ‘fear of falling behind’ and so many marketers around the world are facing it every day. There are such speedy updates in the marketing world happening so frequently that it can be hard to catch your breath, let alone catch that update of the week.

But recent studies have shown that only about 18% of the companies have properly figured out how to use AI to scale their business operations. That might give you a feeling that you have the first-mover advantage here, doesn’t it? Although you’ll have a tough competition with these companies who have already implemented AI in their day-to-day activities, you are still not too far behind the curve.

How Content Marketers Can Get Started with AI

Why should you even bother with AI in the first place? The simple reason is – you want to focus more on executing those strategies rather than creating content, along with other manual tasks that are a part of that journey. For marketers, the daily tasks are what take up the most part of their day, such as setting personalised emails, creating personalised content, and creating a different type of content depending upon the buyer personas, and AI can be used to enhance those efforts and drive efficiency.

How does it do that?

Well, as a content marketer, you are probably aware of the whole process of engaging a user through nurturing campaigns after they show interest in your content, such as downloading a white paper. But what if, there are 500 users downloading 500 white-papers through different channels and you are to send across 500 personalised emails as a part of the 3-step nurturing campaign? Where today’s marketing automation platforms do offer respite from these manual tasks to a great extent in terms of saving time, increasing efficiency, and driving performance; what they do not offer are deep insights, recommend next steps, predict possible outcomes or even create content.

Once You Incorporate AI, The Game Changes

Content marketing is hugely run by humans with some help from automation platforms, simply because humans have the finite power to create. Whereas, once you get the AI is thrown in, which has the infinite power to process, predict, and recommend the content, the game changes completely. So, how can AI help today’s content marketers? Let's find out:

1. AI can help engage users deeply

It is probably the number one priority for you that a user who is already on your website, is presented with a fresh piece of relevant content every time they try to leave. But how often does that happen? There are a few AI tools such as Uberflip, which help you catalog the content you have already published and recommended the user with relevant content while they are on your site. Studies show that 75% of what people watch on Netflix has been the work of AI which keeps throwing recommended content to users when they are active. Pretty cool, right?

2. AI can help determine user preferences

How do you know for sure what type of content the visitor is coming to your website for? You might have a brilliant team writing superb content and publishing the best of insights, ebooks or white-papers but all of that would go in vain if that’s not what the users want. This is where AI comes in. Tools like Crayon can help you analyse different types of data from about 7 million online sources and give you insights on what your competitors are publishing, what changes are they making to their existing content or website and many more things.

3. AI can help in content profiling

While you may be stuck with creating many buyer personas for each account you are working on, there's something which can actually collect information and create content profiles for you. Content profiling tools infused with AI make this happen. Not only that, the tools also help you understand the performance of your web pages and your entire content pool from your blog posts, long-form articles, pillar pages, whitepapers, etc, helping you keep the best-performing pages and outdo the rest. 

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4. AI can help your content be more readable

Where tools like Grammarly already exist to sort of replace the human editor (although not completely) and give you the basic correct piece of content in English, there are tools that can do much more than simply correcting your sentence structure and grammar. One such tool is BrightEdge that can automate tasks like adding header tags, cross-linking, optimise the content, and even forecasting business impact. It also alerts you on which content is doing well and which isn’t and how you can optimise that.

5. AI can automate communication tasks and nurture leads

Tools like Drift can help your sales team gather necessary information about the prospects you are targeting and on leads that are ready to make a purchase. And when you have already attracted those leads to your blogs, Chatbots can recommend new products and services while they are at it. For example, with HubSpot's Free Chatbot Builder, you can easily create and automate chatbots according to your business needs. Not only that, the chatbot builder is integrated with CRM, which means the chatbots can deliver more personalised messages based on the information they have about a contact.

Quick Refresher

Content marketing is changing fast and the only way to catch up will be by thoroughly understanding the possibilities of incorporating AI into your content marketing activities. If nothing else, it can at least free you up from doing some manual tasks and help you focus on other important things such as creativity and strategy.

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