Background

Convert IT Marketing is a top marketing agency specialized in high-performance lead generation for law firms. Because showing their platform to clients in demos is important in sales, Convert IT needed a way of automating more of their demo process as well as other sales processes. The ideal platform would integrate with their CRM: PipelineDeals. Convert IT Marketing specializes with lawyers and builds conversion sites and PPC campaigns to drive leads through those sites at a very high conversion rate.

Opportunity

Convert IT wanted to scale up its sales force and automate many of the repetitive manual processes sales engaged with each day.

When evaluating different marketing automation platforms, finding marketing automation software that natively integrated with PipelineDeals CRM was critical.

Zeke Silvani of Convert IT said, “I compared ActiveDEMAND to a bunch of competitors, and two things stood out to me.

1. ActiveDEMAND’s feature set was unsurpassed. There are a lot of innovative features that I didn’t see in other marketing automation platforms.

2. Because of the native integration with PipelineDeals, I didn’t have to hire a developer.”

The PipelineDeals CRM Integration

In their first couple months of using ActiveDEMAND, Convert IT had already deployed 4-5 campaigns and automation including:

  • Drip campaigns to reach out to leads that had gone cold
  • Standardizing demo follow-ups & marketing materials
    • Automatically handling rescheduling if people miss a demo

Zeke continues, “The beauty of it is that it all gets triggered from PipelineDeals. Sales reps can set demos up and log them to PipelineDeals, and that triggers campaigns and automation in ActiveDEMAND. The sales rep doesn’t have to worry about reminding the person or sending the right marketing message at the right time because the system does it. It doesn’t matter if the person is sick or they forget, because the emails are going out.”

Because of the power of creating workflows, Convert IT is able to set up business logic in workflows to make sure they send the right emails at the right time. For example, if a client missed a demo, but rescheduled or replied, ActiveDEMAND workflows can check for those conditions before attempting to auto reschedule.

Real Support from Real People

ActiveDEMAND offers support through a few different channels including a support portal, YouTube channel, monthly webcasts with the CEO on new features, and more, but our customers really love the live chat option.

“I’m not a developer by trade, so I thought it was going to be intimidating. It was a lot easier to set up than I thought it was going to be, and I was also super well supported through the process. Whenever I had an issue, I’d just hop on chat with you guys and Ron or Sara were fantastic with giving me tips and helping me throughout.”, Zeke, Convert IT.

Related Podcasts and Articles:

Podcast with Zeke from Convert IT Marketing

Check out our article on Booking Demos for SaaS vendors made easy

About Convert IT

Convert IT Marketing is a digital marketing agency specializing in lawyer marketing. We are a Premier Google Partner and have won the Google Partner All Stars Award in 2012 | 2013 | 2014 | 2015 | 2016. We offer a unique, proven marketing platform that drives highly successful online marketing campaigns for our clients. Our platform includes everything that a law firm needs to acquire new clients through digital advertising.

About ActiveDEMAND

ActiveDEMAND is an integrated marketing platform built for businesses to help them easily create, execute, and track marketing engagement of their campaigns. Providing powerful features such as webinar integration, advanced appointment scheduling, and personalization tools, it is built and priced for businesses to effectively market and grow their business.

See what ActiveDEMAND can do for your company. Start Your Free Trial today.