Stages of Marketing Automation Implementation

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Step #1: Get support from the people you need.

In addition to marketers, they can be salespeople and web analysts. Marketing automation can change the way salespeople and marketers work together. You will be able to monitor the behavior of potential customers on your website, and you can use the information you receive at all stages of the customer life cycle at every point fast food email list of interaction with them. The sales team will acquire more interested customers, which will significantly reduce the time it takes to close a deal. In addition, they will receive complete data on the customers that marketing transfers to them. If the interaction of these three groups - marketers, web analysts, and salespeople - is established and coordinated during the implementation of automation, then due to this, you will achieve success much faster. Therefore, you should enlist their support.

Step #2: Create a project plan with very clear goals and deadlines. Learn automation.

About 80% of those marketers who have already automated many of their work processes admitted that if they had to implement marketing automation again, they would approach the planning and setup process more responsibly. If a specialist is doing all this, do not be lazy to write out a clear implementation plan with him, taking into account his experience and level of expertise.

Stages of Marketing Automation Implementation

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If the platform provides customer support during automation setup, be sure to work with your account manager to create an implementation plan with clear deadlines.

Even if you have an employee working in this area, you should still study Marketing Automation yourself. According to data received from leading recruiting agencies in our country, specialists in the field of marketing automation are currently in high demand in medium and large businesses. Their income is several times higher than the salary of an ordinary marketer.

Step #3: Develop a lead management process with your sales team.

A complete understanding and partnership between sales and marketing is one of the most important elements of success in Marketing Automation. Leads are pre-warmed and trained by marketers, and then passed on to sales. Together with sales, you should develop key lead quality criteria that will allow you to easily identify and program content delivery to your entire contact base.

Step #4: Create different types of content for each period of your subscriber and customer lifecycle management and only then implement automation.

Content examples:

advertising posts for social networks;

articles for a personal blog;

landing pages for collecting contacts of potential clients, where you will transfer readers who have shown interest in your posts and articles;

content that fuels interest in making a purchase: welcome letters, educational email newsletters that are launched immediately after receiving a person’s contact information;

sales mailings sent to warmed-up subscribers.

Step #5: Choose the Right Marketing Automation Platform

How not to make a mistake when choosing a marketing automation platform? Do not choose a complex system with incomprehensible and unnecessary functionality, since you will not get anything from it except additional costs. The best automation platform will be the one that: