Autopilot

The "customer journey" has become a popular buzz phrase in the marketing community, but while it may sound like another bit of gimmicky phrasing, it actually harkens back to something of a return to basics for the community. Rapid changes in technology mean that marketers have more access to the raw data of potential leads than they ever had before, but with that comes its own challenges. Sorting through such large amounts of information can be a struggle, and it can become hard to see the details when operating from such a scope. Autopilot is designed to help you make the transition from the macro to the micro by providing the tools you need to segment your lead base, tailor campaigns that target their specific interests and lifestyles, and transform potential leads into new customers. Autopilot draws from the metrics provided by your sales teams to create dynamic workflows that help you decide how to approach your clients. These are all driven by trigger functions that you determine for yourself. These allow you to respond to things like customer responses and email messages with follow up replies, and you can even set delays to help you regulate your workflow. Using a clean interface resembling the Microsoft Office Suite, Autopilot puts your chain of commands directly in front of you with a display that you can read at a glance. Emails, chat messages, SMSs, and traditional postcards can all be tracked in the system, and since Autopilot automates everything, you won't have to waste your time checking back in on customers until it's time to do so. If you're hurting for leads, Autopilot can help with that by leveraging your existing social media presence. Their analytics platform can capture the information of visitors to your website and social media sites so that you can contact them and make the pitch that will turn them into a customer. Integration with a variety of APIs let you hook your Autopilot platform directly into some of the major sales and analysis platforms like SalesForce, Segment, and Slack. Of course, there's no one size fits all workflow solution for all your customers, and different demographics are bound to respond differently to your advances. That's why Autopilot provides users with robust customer tracking, classification, and segmentation options. They can automatically compile contact information from your external documents, programs, and contact lists, and put each lead or customer's information into a neat card that gives your sales team the data they need to make a proper pitch. With this information in place, you can then create dynamic segments based off of the criteria you determine. Specifications can be as broad or narrow as you'd like, and once you have these segments in place, you can build workflows built around these individual demographics. There are a number of apps on the market that accomplish what Autopilot does, but in software like this, readability is key. Their functionality is strong, but they really hit the mark with the easy design of their workflows, segment sheets, and lead cards.