Prospera ERP Suite · Marketing Cloud

Follow-up that never forgets.

Set the conditions and the timing once. Emails go out on their own, contacts are scored as they engage, and the warm ones reach sales.

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Set up by our teamOn the same record as your booksMultilingual and multi-currency

Two marketers map a follow-up journey on a glass wall while one checks the live rule on her tablet

Marketing CloudCampaigns that fill the pipeline MarketingCampaigns and journeys Marketing automationFollow-up that runs itself Events and ticketingEvents that pay back

Automations

Every rule, in one list.

Welcome series, quote follow-ups, event reminders and win-back emails run side by side, each with its trigger and results.

Sample: five running automations with their trigger, actions, contacts and status

Always on

Rules run every day without anyone pressing send.

Contacts in each journey

See who is in which rule right now.

Results by rule

Emails sent, opens and tasks created.

Conditions and timing

When this happens, do that.

Choose the trigger, the wait and the condition, then the email or the task. Change it any time.

Sample: a quote follow-up rule with a trigger, a two-day wait, a condition, an email and a call task

Timing

Wait hours or days before the next step.

Conditions

Only continue if the email was not opened, or the quote is still open.

Tasks for sales

Create a call task for the owner when the email is not enough.

Scoring and nurture

The warm ones go to sales.

Contacts earn points for what they do. High scores go to the right owner as leads, and the rest keep receiving nurture emails.

Sample: contacts sorted by score with scoring rules and the distribution rule

Contact scoring

Points for opens, clicks, page visits and sign-ups.

Lead distribution

Scored leads go to the territory owner.

Nurture emails

Contacts who are not ready keep hearing from you.

Small rules, big savings.

Six details that keep every contact moving.

Newsletter sign-up

New subscribers start the welcome series at once.

Event reminders

Emails before the event, and a survey after it.

Quote follow-up

A reminder when a quote goes unopened.

Win back

An offer for customers who have gone quiet.

Visitor alerts

The owner hears when a hot contact is on the site.

Everything on the record

Each email and task lands on the timeline.

Questions.

What can start an automation?

Things that happen on the record, such as a sign-up, a sent quote, an event registration or a date. We set up your first rules with you.

Can an automation create work for sales?

Yes. A step can create a task for the owner, so a warm contact gets a call.

Can we change a rule after it starts?

Yes. Change the timing, conditions or emails at any time.

Do we need a developer?

No. Rules are built on screen, and our team helps you set up the first ones.

Let the follow-up run itself.

Book a demo and we will build one of your real follow-ups with you.