Name: SBD Sales and Marketing Automation
Author: Small Business Dream

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Innovation Management

Kubernetes Monitoring

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Diagramming

Enhanced 911 (E911)

Interactive Voice Response (IVR)

Project Portfolio Management

Supply Chain Management

Enterprise

Accounting

CTRM

Corporate Performance Management (CPM)

Cryptocurrency Mining

Online Trading

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Cloud Storage

Disaster Recovery as a Service (DRaaS)

Enterprise Flash Array Storage

Fraud Detection

IT Asset Management

In-Memory Databases

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Phishing Detection and Response

SIP Trunking

System Monitoring

Traffic Switching

Unified Endpoint Management (UEM)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Reference Management

Digital Signage

Email Deliverability

Email Management

Email Marketing

Headless CMS

Marketing Automation

Online Reputation Management

Retail Media Advertising

SMS Marketing

Social Media Management

Social Media Publishing

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Field Service Management

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Intrusion Detection

Security

Building Information Modeling (BIM)

Construction Management

Homeowner's Association (HOA) Management

Law Practice Management

Legal Billing

Vertical-Specific

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The SBD Sales and Marketing Automation software is a solution aimed at small to medium-sized retail businesses and restaurants. According to the vendor, this software provides a range of features and automation capabilities to streamline sales and marketing processes, generate leads, and enhance customer retention. It caters to various professions and industries, including retail businesses, restaurants, carpet stores, contractors, and financial planners.

## Key Features

**SBD Virtual Business Card Button App**: According to the vendor, this networking app allows users to create and share virtual business cards, eliminating the need for physical cards at networking events.

**SBD Business Finder and Joint Venture Mobile App and Business Directory**: The vendor claims that this tool helps users find local businesses, discover deals and discounts, and explore joint venture opportunities with other businesses while earning rewards for customer referrals.

**Sales and Marketing Automation App**: The vendor says that this comprehensive mobile tool automates sales and marketing processes, including lead generation, email marketing, and mobile sales automation, to optimize and streamline sales activities.

**Identify Sales Growth**: According to the vendor, this feature assists users in identifying cost-effective sales growth opportunities, such as implementing takeout, curbside pickup, and delivery services, especially during the Covid-19 pandemic.

**Implement Sales Tools**: The vendor claims that this feature provides users with a customized list of sales tools to implement their sales growth blueprint, including sales and marketing automation, business finder, and joint venture apps.

**Intensify Profits**: According to the vendor, this feature enables users to leverage customer data to increase customer retention and attract new customers, offering campaign options like buy one get one free, timed discounts, specials, and joint venture partnerships.

**Introduce Strategy**: The vendor states that this feature guides users in creating a data-driven sales strategy by utilizing online and phone orders, organizing existing data, and developing effective plans to leverage customer information.

**Increase Sales**: According to the vendor, this feature focuses on deploying creative sales and marketing automation techniques, such as phone, email, and social media follow-ups, A/B testing, and polling, to engage customers and drive sales.

**Streamline Operations**: The vendor claims that this feature helps businesses streamline their operations by automating sales and marketing processes, reducing manual tasks, and improving efficiency.

**Enhance Customer Engagement**: According to the vendor, this feature provides tools and features to enhance customer engagement, including personalized email marketing, targeted promotions, and loyalty programs, to build strong relationships and drive repeat business.

Jumplead is an inbound marketing automation platform that offers email marketing, lead scoring, lead nurturing, landing pages, and contact management.

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SBD Sales and Marketing Automation

70% of marketers say Marketing Automation software is critical to their goals. Find the right tool for you.

The Buyer's Guide to Marketing Automation

Marketing Automation is a subset of Enterprise Marketing Management. Marketing automation software nurtures leads with relevant content, and then routes prospects to a sales rep at the optimal point in the buying process. Key functionality includes:

- Automated marketing campaigns & click tracking
- Email, landing pages and online registration pages
- Lead scoring, lead nurturing & lead management
- Analytics and reporting

Small Business Dream

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

WYSIWYG email editor

Users can create html emails through a drag-and-drop interface, without html coding knowledge.

Dynamic content

Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).

Ability to test dynamic content

Users can test dynamic content prior to launching a campaign.

Landing pages

Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.

A/B testing

Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.

Mobile optimization

Users can easily optimize emails and landing pages for mobile devices.

Email deliverability reporting

The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.

List management

This involves creating, filtering, editing, merging and de-duping lists of contacts.

Triggered drip sequences

The software allows users to set up automatic / drip email campaigns triggered by certain events.

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

Lead nurturing automation

Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

Lead scoring and grading

Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.

Data quality management

The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

Automated sales alerts and tasks

The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.

Lead segmentation and distribution

Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

Calendaring

The software helps users maintain a calendar of all marketing activities.

Event/webinar marketing

Users can streamline event marketing with features such as personalized invitations, registration, reminders and post-event follow-ups.

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

Social sharing and campaigns

Users can incorporate social share buttons into campaigns to allow recipients to easily share content. Users can track shares as well.

Social profile integration

The software incorporates social profile data and social share histories to enhance segmentation and scoring of contacts.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Role-based workflow & approvals

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Customizability

Users can customize their instance with features like custom fields and custom objects.

Integration with Salesforce.com

The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Integration with Microsoft Dynamics CRM

The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Integration with SugarCRM

The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Third-party software integrations

Integration functionality with third-party or in-house systems.

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SBD Sales and Marketing Automation

Overview

What is SBD Sales and Marketing Automation?