Customer Engagement & Automation Tools

Customer engagement marketing that turns data into pipeline.

We set up and connect the automation tools that show you, in real time, how your audience engages with your content/actions, so every decision that lifts your customer engagement rates is backed by data.

B2B customer engagement marketing and automation tools at Direct Objective
73%

of B2B buyers avoid suppliers who send irrelevant outreach. Engagement requires a match with their pain points.

Gartner Sales Survey
10%

Higher engagement rates are seen in ungated demos than gated ones.

Navattic, State of Interactive Product Demo
91%

of B2B buyers want content that surfaces needs they hadn’t considered.

LinkedIn & Edelman, B2B Thought Leadership Impact Report
94%

of B2B buying groups rank their shortlisted vendors before speaking with sales.

6sense, B2B Buyer Experience Report

What does customer engagement stand for?

Customer engagement uses marketing data, technology, and automation tools to understand how prospective clients behave and their buying intent. Responding with relevant, timely, and trustworthy interactions will raise prospective client engagement and advance them through the sales pipeline. 

Our automation tools collect and interpret the data. Our strategy decides what to do with it. Together, they feed your sales pipeline with the right potential customers and help you turn them into clients.

What the right tools do for you
  1. 01

    Reveal anonymous web visitors

    Turn unnamed website traffic into companies and contacts your team can continue attracting buying interest.

  2. 02

    Automated approach

    Identify high-engagement triggers and automatically approach prospective clients at the right time, when they're most interested.

  3. 03

    Track the client journey

    Follow each prospective account/buying committee along their sales funnel, from first visit to signed contract.

  4. 04

    Measure ROI

    Understand which marketing activities increase purchase likelihood, and balance the budget to improve ROI.

Seven automation tools to assess client engagement

Each tool captures different types of data. We choose, configure and connect them so the combined tech stack shows you how prospective clients behave and where we can engage them next. Our team is technology agnostic, meaning we work with your preferred tools or suggest the best tools for your goals. We have lots of experience with most popular automation tools, and we are not shy to try new ones.

01 Relationships

Customer relationship management (CRM)

One record of every prospect and client, so you can tailor each conversation, anticipate needs and keep sales and marketing in sync.

Data it collects
Contacts & accounts Sales activity Deal stages Purchase history Sales automation
What you gain
  • Higher engagement rates
  • Shorter sales cycles
  • Stronger satisfaction and loyalty
  • Greater alignment between sales and marketing
Engagement support
Automate sales activities: Primary role Track journeys: Primary role Measure ROI: Primary role

Customer engagement results
that we have delivered

Proven business success
Customer engagement case study: Steady growth in web inquiries and seminar registrations
Client acquisition Services

Steady growth in web inquiries and seminar registrations

Web inquiries grew 6.08% month over month for 29 months; seminar registrations grew by 183%.

View case study +
Customer engagement case study: European market penetration
Client acquisition Manufacturing

European market penetration

Six distributors, 20 countries and an established client base in the UK and Germany.

View case study +
Customer engagement case study: US market penetration, state by state
Client acquisition Technology

US market penetration, state by state

In two years, strong client penetration in New England and California and a solid base across the US.

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Customer engagement case study: North American annual membership acquisition
Client acquisition Associations

North American annual membership acquisition

Over 10 years, we acquired ~12,900 new members, ~9,100 professional development seminar registrations, and engaged ~3,500 to follow a certification path.

View case study +
Powered by the Continuous THRIVE® Model

A 360-degree view of engagement with Continuous THRIVE®

Using our Continuous THRIVE® model, Direct Objective Consulting identifies how prospective clients engage through data collection, analysis, and execution. We turn what the data shows into growth activities.

  1. collect

    Set goals, choose the engagement signals that matter, and gather quality data.

  2. Analyze

    Analyze behaviour data from every tool into one consistent view.

  3. Act

    Turn real-time insights into data-driven decisions on content, channels and budget.

Explore the Continuous THRIVE® model

Six numbers that prove engagement is working

Pick a KPI, then move the sliders to calculate your own.

Audience engagement rate The share of your audience that interacted with you in the period.
Engaged contacts Total contacts
Your Engagement rate 21.7%
FAQs

Customer engagement questions, answered

Ask us directly

Customer engagement uses data, marketing technology and automation tools to understand how prospective clients behave, then responds with relevant, timely interactions that raise their interest and advance them through the sales pipeline.

They collect and interpret behaviour data at a scale that no team can match. That lets us track each prospect along the sales funnel, reveal anonymous web visitors, and automate marketing to draw higher interest. The automation tools allow us to measure the ROI of every activity, so each interaction is better timed and more relevant.

We suggest the use of CRM, web analytics and a marketing automation platform - all connected. Together they capture most engagement data. Conversational tools, advertising management, social media management and a customer data platform add productivity and depth.

A CRM manages relationships: contacts, accounts, deals and sales activity. A customer data platform (CDP) unifies data from all your tools, including the CRM, web analytics, advertising and email, into one profile per contact and account. The CRM is where your team works; the CDP provides the complete view behind segmentation and personalization.

Visitor identification tools match company data to your web traffic, so you can see which organizations are researching you. Alternatively, chatbots, forms and limited gated content then turn those companies into named contacts, with the consent privacy law requires.

Yes. We are platform-agnostic. Many companies already own capable tools. With your authorization, we configure and implement campaigns, whether on your platform or we recommend the use of additional tools only where there is a clear gap.

As Forrester indicated, 94% of B2B buyers have adopted AI research discovery for buying. Therefore, it is critical to make your website not only clear for humans, but also for web crawlers of AI search engines. This will ensure that your solution will be visible to AI search engines, the information they hold about your solution is correct, and they may even recommend your solution, as they get “convinced” that your solution is one of the top providers. This will result in appearing on the shortlist of your prospective clients and giving you a chance to earn their consideration.

Canada’s Anti-Spam Legislation (CASL) requires express or implied consent before sending commercial electronic messages, clear sender identification and a working unsubscribe option. We build consent capture, implied-consent expiry and unsubscribe handling into your automation, and apply the same care for GDPR and US CAN-SPAM regulations when you expand globally.

Which part of your technology stack is leaving engagement on the table?

Get in touch with us