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Petra William July 27, 2023 at 03:08 PM

Hi there, does anyone have documentation on implementing marketing programs that use automation for cross sell and/or upselling in their SaaS company?

Rachel Ward July 27, 2023 at 03:24 PM

What are you wanting to know about these programs so I can pull the right examples?

Rachel Ward July 27, 2023 at 03:25 PM

Automation with any specific tool? Do you have a scoring model in use? Or are you using an ABM tool?

Petra William July 27, 2023 at 03:37 PM

Hi Rachel, thank you for responding to my Q.

Looking in particular for any sort of email automation/programatic campaign examples that have been built from ground up. The process and goals set as well.

Current tools include marketo for segmentation, creating drips and landing pages. Open to exploring new tools if needed. We do have a manual “health score” process to score customers.