written by
David Ferguson

Platform.ly Onboard and Review (Marketing Automation For A Tech Smart Boss)

How-To Videos 1 min read
Tech Smart Boss and Platformly

In episode 106 of the podcast, I spoke about my transition from my older marketing automation platform into a new one. The new one that I was referring to was Platform.ly.

Platformly does a lot more than marketing automation, but it sure does that piece well. It has a broad vision, to help you track and communicate with your prospects at all stages in their lifecycle.

In this video, I set up a brand new trial account of Platformly and walk through their onboarding steps. Once in the app, I take a look at all the areas of the product with a focus on the automations.

Check it out and leave a comment, let me know what you think about migrating from (or starting new) with Platformly as a key part of your tech stack.

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