What general automation platforms do? General Automation Platforms streamline processes that touch multiple software applications within a department or across departments. Here is a select list of use cases by each department. Connect your disparate marketing attribution is more accurate. marketing stack to grow faster • Chat capture: Sync the text from chat conversations into marketing automation and Here are select use cases organized by marketing CRM tools activity history so that all the context role and strategy: of the customer journey is in one place. Demand generation • Selective chat: Show a website chat window • Centralized data: Aggregate and centralize only to target accounts, so your sales or support performance data from channels such as SEM, teams do not waste time with low-value chats. social, retargeting and others to get at a glance • Landing page integration: Connect best of breed visibility on top-of-the-funnel programs. landing page software to your marketing stack • Personalized email: Take the digital signals so that form fills flow smoothly. of user behaviour across your website, trial, Events or product as captured by customer events • Lead list ingestion: Make sure those scanned platforms and logically route them to your badges and lead lists from events rapidly get marketing automation tool or email platform for pushed into your systems. a hyper-targeted email program. • Message orchestration: Coordinate messages • Event management: Coordinate your event across different mediums and channels like teams by syncing project and task management email, chat, print, and advertising. software with CRM and marketing software. Web marketing • Lead capture: Capture leads from web chat tools and route them to your marketing systems so that no lead gets left behind, and 5
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