Every marketing team has different initiatives and challenges. As marketers scale their efforts, more campaigns add up to their plate. Managing and tracking these activities can easily get out of hand as marketing teams grow. That’s when marketing automation comes in handy.
According to Marketo, marketing automation is a software platform that streamlines, automates, and measures marketing tasks and workflows. It eliminates repetitive tasks such as launching an email drip or tracking leads from various sources. Automation lets marketers focus more on doing other things than spending on a single task for half the period.
Here are some of the things you can automate:
Growing marketing teams who use automation saves more time, improves engagement, and benefits the bottom line. If you have a small marketing team intending to capture more leads, then automation can help you. Using a marketing automation tool will give you these advantages.
Meaningful interaction with prospects is critical to gain their trust and cultivate a relationship. Marketers send a series of pre-written emails at a cadence to build rapport with their ideal customers. The challenge for most marketers is sustaining the consistency of customer experience they induce across channels and accounts. With marketing automation, it lets you define the logic in your drip campaigns. You can set different criteria by audience segment, lifecycle stage, industry, and more––maintaining a hyper-targeted messaging for each group.
Learn how to generate leads through omnichannel and lead nurturing.
Automated workflow allows you to drip on different segments in a simple trigger. For instance, you already have emails written. Your emails can be placed in an automated queue––when to send, whom to target, and what kind of message to deliver. The beauty of automation is that as long as the contact meets the criteria, it automatically gets enlisted to the workflow. In manual email marketing, you are impelled towards writing copies and hitting send to the recipient every time there’s a new lead, repeat. It’s a mundane cycle.
Aside from workflow automation, marketers can leverage the analytics aspect of automation tools. Most automation tools analyze and identify patterns that they will use in recommending methods on content optimization and other marketing activities. It helps you improve the user experience from the website to email copies, booking an appointment, and 1:1 interactions. Data can accumulate as you diversify your campaigns. Instead of manually collecting data—which is time—consuming–leave it to the automation tool. All you have to do is export the data when it’s time for reporting.
There’s a spectrum of automation tools out there. Choosing a platform and setting it up is like a walk in the park, but making an informed decision is critical for the long-term positive effects of the integration. Some of the things you need to take into account are your vision, current efforts, team size, and budget. Jumping into a conclusion right away can veer you off from your end goal. Get a free assessment to determine the right automation tool for you.
Through a rigorous audit of your processes, our team can find out the right solution built for your company.
We help automate multifunctional campaigns across various channels for maximum efficiency.
Marketo Expert
Simplify complex consumer journey and engage with your target audience.
Pardot Expert
Power up your campaigns with experts behind your marketing strategy.
Every marketing tool has its own unique guidelines, compliance standards, and technical aspects. Partner with an automation expert that gets you over the hump for optimal campaign performance.
Your automation expert acts as your advisor when developing a marketing tech stack. We ensure systems can integrate with each other for efficient workflow and data visibility.
We'll find out the right automation tool for you through an assessment and set it up from ground up.
A dedicated automation expert will integrate the tool with your website for data sync and tracking.
Data segmentation helps sort out your CRM by lifecycle stage, interests, job title, company size, and industry, which can be useful for content targeting.
Through capturing your leads throughout the buyer's journey, you understand the right content to deliver.
We setup a ranking system against a scale that reflects your organization's perceived value for every action taken and user behavior.
We take out all your unused, junk, and old assets and workflows to keep your automation platform healthy.
New lead alerts and task notifications are set up for your sales and marketing team.
Your database is evaluated by its quality—accuracy, validity, segmentation, and completeness.
Engagement metrics, content, design, and nurture campaigns are analyzed and reviewed by a certified automation expert.
By discerning your current processes, we can score your customers and create a post-purchase engagement campaign.
Funneling your leads the right way impacts their buying decision. Our team will help you from planning to implementation.
We derive insights from your systems—website, CRM, and campaigns—and create an actionable plan to optimize your strategy.
Automate your workflow, nurture campaigns, audience segmentation, lead scoring, and content personalization. If you're a current automation user, we'll find out if there are any gaps between your pages, forms, data, campaigns, and assets.
Automate your workflow for seamless nurturing, audience segmentation, and personalized experience.
Marketing automation is the practice of setting those manual processes into an automated process using tools that operate in the background.
Here are a couple of ways to utilize marketing automation in B2B:
Yes. Coding is right up our alley. Our developers are versed in HTML, CSS, and JavaScript.
Absolutely. With the help of automation tools available today, we can automate any campaign you wish to build.
Customer lifecycle campaigns, NPS programs, demand generation programs, cross-sell campaigns, and nurture programs are some of the few campaigns we have developed.
They are! Our team are certified Hubspot, Marketo, and Salesforce professionals.
We do an audit and inventory of the data in your current platform and map out the step-by-step process of migrating to the new platform.
Platform migration, application integration, database configuration, sales and marketing alignment, pipeline automation, or even diving into the unknowns of marketing automation, we have you covered.
