Best Practices for Marketing Automation

Marketing Automation is useful for marketing organizations. Not only the large companies, but small and mid size companies also have implemented marketing automation solutions, which is beneficial for them. But really, do these businesses get the maximum from the Marketing Automation platform?

Here We Share Some Marketing Automation Best Practices


  • Select appropriate marketing automation software - Choose the software which is suitable to your business and helps business to grow.Software selection depends on the many factors such as business size, resources it has, the budget, which new features the business needs.
  • Decide lead scoring - Lead scoring is a numerical value assigned to each lead. Lead scoring allows sales teams to decide the lead’s interest in the company and find out does that lead match to your ideal customer demographic.
  • Lead nurturing - Lead nurturing means one to one methodology. It is different from email marketing, which is a one-to-many method. The goal of lead nurturing is to build relationships with prospects and provide them information which will help them to do better. Always provide a link to the content in your mail, rather than attaching content.
  • Conversion - Without conversions, marketing automation will not work. You should know the importance of content marketing. You should know how to increase conversion with forms. Ask less questions in the forms and make it short. With every further engagement you should able to ask different questions. People are interested to fill the forms, only if they are getting some valuable information.
  • Develop campaigns that build profiles - One purpose of the marketing automation is build the profile of the prospects who are interested in your business.
  • Cross channel marketing - As many businesses have adopted cross channel marketing, but still not everyone. You should contact your prospect where he is active on. For example, he prefers to be active on Twitter, then contact him on Twitter. You send him emails, if he is interested in receiving emails.
  • Test and test again - Constant testing is very important in marketing automation. Testing opportunities are like links, content, subject line, time for sending messages. Constant testing increases the return on the marketing investment.
  • Sales should involve early - For marketing automation many inputs from sales are required. Sales help you to learn lead scoring. It helps you determine the correct scoring levels for leads. Sales people have great mails which are included in sales nurturing programs. Have a look at that email.

These are some best practices, you should know to become successful with marketing automation and you can achieve your desired goals by following these.

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