Why You Need Marketing Automation Technology

Functionally, marketing automation technology allows you to capture the right data, automate lead follow-up and nurture and analyze results. But the power of the technology is far greater. It improves your visibility, deepens customer awareness, and creates the kind of relationship between your brand and your customers that translates offline.

Aligning your sales and marketing efforts through the power of technology.

You are likely creating demand and getting leads through multiple channels: web inquiries, referrals, outbound marketing, social media, etc. We can help you automate lead follow-up and nurturing processes with marketing automation technology so that you can capitalize on that interest and stay top-of-mind with your key industries.

We will also help you capture critical customer and prospect data in an easy-to-use tool. You’ll be armed with specific information about your target markets and customers so that you can send the right message at the right time.

One size doesn't always fit all when you need to capture relevant and specific information for the different industries you serve. You are positioned to send the right messaging when you can gather the right data from prospects.

How are you managing engagement?

It is important to stay in front of your customers and prospects. Timeliness and personal relevance are key to keeping those leads engaged and ultimately converting them into new business. The email marketing function in marketing automation is an integral piece of this process and can be used in your lead follow-up and nurturing process to maintain engagement with current and prospective customers, ensuring that these contacts are hearing the right messages from you at the right times.

Analyze and Measure to Make Better Decisions

You want to know how your marketing and sales efforts are working to drive engagement with your customers and prospects so that you can build on those successes.

Your marketing automation will track marketing activities to provide valuable performance metrics. Through those analytics and reporting, you will have sound data to draw upon when making future sales and marketing investments. We will help you maintain and expand your marketing automation program to create measurable results.

Our marketing automation onboarding process will have you quickly reaping the benefits of the technology.

This Process Includes:

  • Existing contact data cleansing and import into the system.
  • Creating custom data fields based on the specific needs of your industry.
  • Establishing the criteria for static and dynamic lists to group contacts by using a variety of data points including job title, geography, products, industry, etc.
  • Creating custom web contact forms for your website such as contact forms, lead capture forms for premium content, email/blog/newsletter subscriptions, etc.
  • Creating custom workflows for lead follow-up, nurturing, internal reminders to follow-up with leads, other sales-related tasks, etc.
  • Monthly reporting to track form submissions, newsletter/email/blog subscriptions, email engagement, sales pipeline performance and more.
  • Training for all user roles so that they feel empowered to use the tool.

CRM and Marketing Automation FAQs

CRM (Customer Relationship Management) is your central source of data for customers and prospects, and for managing sales-related activities to expand your company’s relationship within these accounts. Marketing Automation is your hub for fostering engagement with current and potential customers through a variety of channels.

Not only can marketing automation be used to promote and maintain engagement externally, it is also a powerful tool for managing internal processes and data management. You can create and manage sales tasks, send internal notifications, and update contact information.

Custom data capture forms can be embedded throughout your website to serve as a way for prospects to contact your internal teams. Use them to promote subscriptions to email lists, blog notifications, and newsletters, and on landing pages to collect data in exchange for premium content. Marketing Automation can also use page view and page click data as automation triggers to further segment contacts based on their activity so that they can receive targeted messaging.