
Mistakes to Avoid in Marketing Automation to Keep Your Leads
Saving time, staying in touch with your prospects, automating tasks… marketing automation has everything to offer. But if not properly managed, it can quickly backfire.
Saving time, staying in touch with your prospects, automating tasks… marketing automation has everything to offer. But if not properly managed, it can quickly backfire.
Whether it’s quotes, invoices, credit notes, or purchase orders, commercial documents are at the heart of every business. Yet, they are still too often managed manually or with tools that aren’t really suited to the task. With the growing number of exchanges and evolving business practices, digitalization has become an essential lever to boost efficiency, streamline operations, and improve the customer experience. 1. Less Paper, More Reactivity Traditional management of commercial documents involves printing, scanning, manual filing… all time-consuming steps prone to error. By switching to a digital solution, documents can be created, sent, and archived in just a few clicks. This not only saves you valuable time but also cuts costs related to printing, storage, and postage. 2. Better Traceability With digitalization, every commercial document is timestamped, archived, and easily searchable. You can track the status of a quote (sent, accepted, declined), review the exchange history, or automatically follow
The way customers book their services is evolving rapidly. By 2025, online booking will be an essential standard, regardless of the industry: wellness, healthcare, restaurants, crafts, personal services, and more. For local businesses, it’s no longer just about offering a booking module; it’s about providing a smooth, fast, and personalized experience. At Linkeo, we’ve developed Planner, a solution designed to meet these new requirements, integrating the latest technological trends and adapting to consumer behaviors. Here’s a breakdown of the major trends to come—and how to anticipate them now. 1. Hyper-Personalization at the Heart of the Customer Experience Users no longer want to feel like just a number. By 2025, booking tools need to speak to them, understand them, and anticipate their needs. With the data collected (history, preferences, visit frequency), the experience can become truly personalized: suggested times, highlighted favorite services, targeted promotions… 🔹 Linkeo Tip: Planner allows you to
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