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How Marketing & Sales Agencies
Use Pegaflow!

Scale Your Agency’s Outbound Campaigns with Pegaflow

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Case Study Timeline

The Challenge

Marketing and sales agencies managing multiple clients often face the challenge of scaling outbound campaigns without increasing manual labor. The need for efficient prospecting, outreach, and follow-ups across multiple accounts can quickly become overwhelming.

The Needs

  • Automate outreach across multiple channels (email, LinkedIn, WhatsApp, postal mail)
  • Reduce manual work in managing prospects and follow-ups
  • Track and optimize the performance of outreach campaigns
  • Maintain a high level of personalization across all client accounts

The Solution

  • Pegaflow’s automated emailing campaigns can personalize large-scale outreach, eliminating the need for manual email sending.
  • LinkedIn sequences automate the entire prospecting process, from connection requests to follow-ups, ensuring personalized and consistent engagement.
  • The CRM feature centralizes lead management, task tracking, and pipeline monitoring, allowing agencies to manage multiple clients effectively.
  • WhatsApp automation enables instant, personalized communication, while postal mail automation offers a unique touch for high-value prospects.
  • Advanced analytics and A/B testing features help track campaign performance and refine strategies to maximize results.

Favorite Features

  • Emailing campaign – Automate personalized email outreach to a large number of prospects.
  • LinkedIn sequence – Automate connections, messages, and follow-ups across LinkedIn.
  • CRM – Manage leads, pipelines, and tasks with advanced segmentation and tracking.
  • WhatsApp automation – Send automated, personalized WhatsApp messages at scale.
  • Postal mail automation – Send physical letters automatically to prospects, adding a personal touch.
  • Advanced analytics – Monitor and optimize campaign performance with detailed reports.
  • LinkedIn A/B test – Optimize LinkedIn campaigns with A/B testing of different approaches.
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The Impact

  • Increased lead conversion by automating follow-ups and outreach, reducing manual effort by 50%.
  • Improved outreach efficiency, reaching more prospects with a personalized touch.
  • Reduced administrative workload by centralizing client communications and campaign tracking in one system.
  • Achieved higher client satisfaction by maintaining consistency in messaging and engagement.

FAQ! Marketing & Sales Agencies

Everything you need to know before using Pegaflow as a Marketing & Sales Agencies.

  • How can Pegaflow help agencies automate LinkedIn outreach?

    Pegaflow’s LinkedIn sequence feature automates the entire LinkedIn outreach process, including sending connection requests, follow-up messages, and reminders, saving time while maintaining personalization.

  • Can Pegaflow track the performance of my outreach campaigns?

    Yes, Pegaflow provides advanced analytics that offer insights into your campaign performance, including click-through rates, conversion rates, and engagement metrics. This helps optimize future campaigns.

  • Is it possible to automate outreach through WhatsApp with Pegaflow?

    Pegaflow allows you to automate WhatsApp messages at scale, ensuring fast, personalized communication with your leads and prospects.

  • How does Pegaflow help with managing multiple clients at once?

    Pegaflow’s CRM centralizes lead management, tracking, and communication, making it easy for agencies to handle multiple clients, monitor progress, and ensure that every lead is properly managed across all touchpoints.

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