Our propriety on-demand marketing automation software solution, 5Buckets, enables our clients to easily segment, schedule, trigger, and deploy a series of communications and follow up actions with customers and prospects as they move through the customer lifecycle.

How 5Buckets Works

5Buckets functions as a “universal connector” integrating disparate databases with multiple marketing communication technologies. Unlike marketing automation products on the market today, 5Buckets is designed to complement the applications and systems that organizations already have in place. Our approach enables organizations to further leverage the investment they have already made with their existing marketing technology solutions by providing an easy to use interface that provides powerful integration capabilities.

Regardless of the organization and the systems they have in place, all are currently capturing some of this information on customers and prospects. With 5Buckets, clients are able to act on this data by quickly organizing their customers into actionable marketing segments and automating the sending of relevant out-bound communications through email, voicemail, text, and direct mail.

Our clients are using 5Buckets to assist with a variety of marketing automation challenges that have previously been ignored, utilized enormous manual intervention and staff resources, or been too difficult to address. A short list of typical “use cases” in which our clients have been able find measurable success using 5Buckets include the following:

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  Client uses 5Buckets to determine demographic information and campaign behavioral activity to send a series of nurturing communications to the lead until the sales team needs to be engaged.

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  The client uses 5Buckets to retrieve reports based on date and activity related to event registrations. This information allows the client to send a series of emails reminding their subscribers to attend the upcoming event, along with a timely voice message from the event leader/presenter reminding registrants of the event date and time.

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  The client uses 5Buckets to retrieve reports from the CRM or the back-end transactional database. Based on renewal date, a series of email communications, voicemails, and phone calls are performed up to the expiration and renewal conversion.

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  The customer uses 5Buckets to retrieve a report of daily closed cases in customer’s CRM solution. An automated email is triggered to the customer with a survey attached, capturing the data back in CRM or within 5Buckets. Based on how each customer responds to the questions, tasks are routed throughout the organization for appropriate level follow-up.

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  5Buckets retrieves the report of hard bounces, creating a task in customer’s CRM solution for a specific individual or lead/contact owner to contact the subscriber via alternative methods. This allows the customer to update the contact’s information, mine possible new opportunities due to job change, and identify others within the organization who should also be receiving communications.

Our 5Buckets marketing automation solution is complemented by a range of professional services, which include, training and implementation, technical support ,account management, data integration, strategic consulting services, customer data analysis, and marketing automation alignment.

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5Buckets for Salesforce.com

The 5Buckets platform is now available for Salesforce users on the AppExchange. See how this industry leading CRM and 5Buckets is changing the way we approach marketing!

5Buckets Case Studies

• Conseco uses 5Buckets to further engage its agents Automated communications help Conseco with agent engagement and retention.
• 5Buckets Delivers Results for NPower Indiana Nonprofit organization supercharges membership activity by automating renewal communications.
• cMarket engages and retains more customers with 5Buckets Online auction fundraising leader cMarket automates communications in customer lifecycle.

Customer Success

“With 5Buckets, we can easily schedule and deliver a series of actions or events, such as sending ExactTarget emails, printing and mailing direct mail pieces, or creating tasks for salesteam member follow up.”
– Stephanie Jenkins
Senior Director, Marketing Communications
Conseco Insurance Companies