Meyler Marketing Automation provides a cost-effective and efficient way to increase AUM.
The term “Marketing Automation” is industry jargon for a platform that combines the functionality of CRM (customer relationship management), email tools, automated lead follow-up, pipeline management, and the technology necessary to track online activity.
- Track which LPs are spending time on your website
- Rank interest by comparing the online behavior of prospective LPs with existing investors
- Let technology identify prospective investors with the highest level of interest automatically
- If you do all of this right, investors will present themselves to you
POWERFUL AND SIMPLE
Built to increase the effectiveness of your capital-raising efforts.
TALK TO YOUR HOTTEST PROSPECTIVE LPS
For the first time, your fund will have the resources to connect with each prospective LP on a one-to-one basis.
HAVE THEM PRESENT THEMSELVES TO YOU
Take away the need to look for someone to present to every morning. Prospective LPs now present themselves to you in the form of a lead score. A lead score is computed based on how closely your prospective LPs match the historical behaviors of past LPs who were converted to active investors in your fund.
CUT THROUGH THE NOISE
Life of a Lead tracks interactions with every contact in your CRM – including site visits, emails, social events, notes, etc. Each interaction can be set to trigger custom automation for you to engage at the most critical points.
READ BLOG: The Old Give and Take... And Take... ➞
AN ALL-IN-ONE SYSTEM
CRM. Email marketing. Your sales funnel. Web Analytics. And more. Don’t go through the hassle of synchronizing information across multiple channels, or using a plethora of IT add-ons. Focus on growing your AUM.