Marketing Automation and IFS: A Dynamic Duo

IFS ERP software helps companies work more efficiently and stay organized. It’s a fantastic tool with a wide range of benefits.

One of the best things any marketer can do is pair your IFS CRM system with marketing automation — an equally powerful and robust software. Marketing automation and IFS go hand-in-hand.

Marketing automation offers high-level benefits, like increased productivity, as well as hands-on, tactical advantages. Let's take a look.

No-Code Tools Can Leverage IFS Data

Marketing automation platforms like Paminga offer a broad set of tools that help individual contributors get more work out the door – and make you look good doing so.

Look for attractive, intuitive no-code solutions, and expect tools to pretty much explain themselves. There's no reason to put up confusing experiences that crush productivity and reduce output.

No-Code Marketing Automation Tools

• Drag & drop landing page builder
• Drag & drop form builder
• Drag & drop email builder
• Drip email series builder
• Workflow builder

Each of these tools should be able to leverage your IFS data to personalize offers, calls-to-action, and other marketing communications. 👇👇👇

Leverage IFS Data for Personalization

Personalization can come in many forms, from "Dear FIRST_NAME" to displaying custom offers based on past purchase history.

Modern marketing platforms stay in-sync with IFS CRM data automatically. This data can be used to:

• Personalize CTAs & offers
• Pre-fill fields in web forms with data that's known in IFS
• Drive dynamic content in emails
• Show customized headings, images, and other content – both on your website and in platform-hosted landing pages

Segment Audiences Using IFS CRM Data

Relevance is the name of the game in marketing communications. Effective segmentation (combined with great copy writing) is the key to ensuring relevant messaging.

You should expect your marketing automation platform to allow you to segment based on data straight from IFS.

Bonus points if you can segment in a manner that combines IFS lead and account data with behavioral and engagement points, like web page views, email clicks, and the UTM tags present on inbound links.

Trigger Automation Conditionally Based on IFS Data

One size does not fit all. Not in digital marketing anyway.

Look for a marketing automation platform that allows you to easily trigger actions conditionally – leveraging IFS lead, account, and opportunity data at will.

Simplicity is key here: it's no good if you have to call in the consultants to route prospects into the right drip series based on what IFS already knows about them.

Score Leads Using IFS Data

Lead scoring is enhanced when IFS data is brought into the mix.

Custom fields and custom objects, in combination with video, PDF, email, and event engagement, increase the efficacy of lead scoring rulesets.

Filter Dashboards Based on IFS Fields

This is a "killer feature". When your marketing platform makes it easy to customize dashboards using IFS data, you gain a little superpower.

Ensure your IFS data can be included/excluded at will, and used to filter the data itself.

The Bottom Line: Positive ROI

When you increase both team productivity and messaging relevance, the results generally speak for themselves.

Some marketing teams make great strides and operate effectively. Others do not.

Wise use of an IFS-native marketing automation platform will move the needle at your enterprise.