Getting Vertical: Marketing Automation for Specific Markets

Updated: June 19, 2009

Concep is taking this approach in its SaaS marketing automation solution Campaigner for couple of target industries, focusing its attention on financial services and professional services, says Anthony Greene, president of Concep New York. Concep offers a SaaS marketing automation solution that's especially useful in reaching leads for organizations that offer services; these organizations must build and maintain relationships over time, so closed-loop marketing and drip marketing is crucial.

"These are very considered purchases," says Greene, "so you must build rapport over time, and collect valuable information over time, while positioning your company as a thought leader."

For example, an upcoming change in the law would represent a good opportunity for a law firm to send an email to clients informing them of the change, it implications for them, and how a review could help them deal with new regulation. "The more compelling the content is, the more effective your efforts are." Says Greene.

Although the goal is to cultivate long term-relationships, the pace of marketing for these organizations is not slow - far from it. How contacts respond to ongoing messages is constantly examined, reviewed and fed back into the organization's CRM system. "All reports go to and are fed back from the CRM system in real time," says Greene. "Our customers have access to all critical data immediately."

With professional services and finance industry customers, Greene says the company is dealing with organizations that are already awash in information pertaining to their industries and markets, and who do not have the luxury of spending time inventing marketing strategies from the ground up. Concep provides help with creative and design at first to help get their clients up and running, and can provide support as needed. "We have no customer service representatives - we have account managers," Greene emphasizes. "If it's an accounting firm, we have people who understand accounting, for example."

Featured Research
  • Contact Center Software on a Budget

    Although contact center software is necessary for a modern contact center, it can be outrageously expensive. Many companies find that their budget bloats during the implementation process. more

  • How UC Can Help Your Business Survive the Holidays

    The holiday season is filled with frenzy and excitement for businesses and consumers alike. Consumers prepare gift lists, compare brands and prices, and begin shopping with a vigor that is not present most other times of the year. For many businesses, the holiday season accounts for a large profit bump at the end of each year, and companies strive to exceed their goals and keep customers happy during this rush late in the year. more

  • [Infographic] Switching Phone Systems

    There are a lot of possible reasons you might want to switch to a new phone system. The old one might cost too much or be too troublesome to operate and maintain. It might not be flexible enough. It might not be reliable enough. Or it just might not have the kinds of features and capabilities that you need in today’s competitive business climate. more

  • Business Intelligence Software Cost Guide

    Your choice in a BI (Business Intelligence) provider can lead you to make better, data-driven decisions for your business, resulting in significant ROI. Or it can cost hundreds of thousands of dollars with mixed results. more

  • The New 2016 ERP Comparison Guide

    Selecting an ERP solution is no easy undertaking. You have to select and configure a system that fits your exact business needs. The right system can make operations more streamlined, efficient, and agile. But choosing the right vendor can be difficult. more