Marketing Automation & You

The web of channels that entail a digital marketing strategy can become difficult to manage. As new tools emerge to help us control these flows and connect with our customers, finding the right tools for your job can become a second job. Cut through the noise and find the right tools to compliment your staff of professionals letting them get to the most challenging work faster.

The first distinction to make is if the tool will be strictly used by staff or if it will directly impact customer touch points. A retail chain might be ok with an generative LLM chatbot helping customers in a chat give out item descrptions and sizing information. But, a financial advisor, legal office, or leasing center might not prefer to have a generative system interact directly with customers. This safeguard prevents an automated system from giving a customer or client advice that might appear legal or financial. Or, ask a question that might not be fair housing compliant. A professionally trained staff would be better suited for conversations like these. Information from this coversation could later be entered into a CRM where automated tools can be safely review the information and help staff analyze it interanlly and decide what next steps to take.