Backstop Logo

Marketing Automation For Backstop

Since 2003 Backstop Solutions have helped the institutional investment industry by developing technology to simplify and streamline otherwise time-consuming tasks and processes, enabling our clients to quickly and easily access, share, and manage the knowledge that’s critical to their day-to-day success.

The area that ProFundCom provides Backstop with additional services is the area of marketing automation.

Marketing automation is a technology that allows businesses to automate repetitive marketing tasks and workflows. It uses software tools to streamline and simplify marketing processes, such as email campaigns, social media posts, and lead nurturing.

With marketing automation, businesses can create and manage marketing campaigns across multiple channels, such as email, social media, and investor portals. The software can help automate tasks such as lead scoring, lead nurturing, and customer segmentation. It can also provide detailed analytics and reporting to help funds track the performance of their campaigns.

Marketing automation can help businesses improve their efficiency, productivity, and accuracy in executing marketing tasks. By automating repetitive tasks, businesses can save time and resources while also delivering more personalized and targeted marketing messages to their audience.

Integrating your Backstop CRM system with your marketing automation platform can offer several advantages, including:

Enhanced Data Quality.
Improved Lead Management
Increased Efficiency
Improved Customer Experience

Integrating Backstop and ProFundCom has enabled us to streamline our marketing operations and provide our IR and sales teams with valuable insights. This is leading to better outcomes both internally and externally for the firm.

Brynne Zuccaro
Global Head Of Marketing
Golden Eagle Strategies


Enhanced Data Quality

Integrating your Backstop CRM with marketing automation ensures investor data is consistent across platforms. By syncing your data, you can ensure that all customer and prospect information is accurate and up-to-date. This can help prevent duplicates, errors, and discrepancies, resulting in better segmentation, targeting, and personalization.

Improved Lead Management

With an integrated Backstop CRM and marketing automation, you can better manage your leads throughout the sales funnel. You can track leads from the initial point of contact to conversion and use data and analytics to optimize your sales process – identifying the most effective channels and strategies for generating and nurturing leads, as well as helping you make data-driven decisions.

Increased Efficiency

Integrating your Backstop CRM with marketing automation can streamline workflows and save time. You can automate tasks such as lead nurturing, email campaigns, and follow-up communications, reducing the need for manual effort – helping you scale your efforts and free up resources for other essential activities.

Improved Investor Experience

With an integrated Backstop CRM and marketing automation, you can create a more seamless and personalized customer experience. You can use data to deliver targeted and relevant content to your customers and prospects at the right time through the right channels – building stronger relationships with your customers and increasing engagement.

Better ROI Tracking

Integrating your Backstop CRM with marketing automation can help you track your marketing campaigns’ ROI (Return on Investment) more accurately. By tracking leads from initial contact to conversion, you can measure the effectiveness of your campaigns and make data-driven decisions about where to invest your resources -optimizing your marketing efforts and improving your bottom line.