How to Implement Marketing Automation?

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If you are looking for a tool to automate your marketing, this article will give you some answers to your questions. First, learn what marketing automation is, why you need it, how it can help your business and how to implement marketing automation? After you have a grasp of the basics, you can start exploring different types of marketing automation to find the best fit. Once you’ve determined which type is right for your business, you can move on to selecting a platform.

What Is Marketing Automation?

By automating marketing tasks, you can increase your ROI and improve your buying experience. You can easily measure which marketing activities produce the most revenue and what is most effective. You can also track the costs associated with each marketing action. Marketing automation can make your job much easier! This article will explain what marketing automation is, how it works, and how to benefit from it.

Marketing automation is an effective tool for building a complete picture of your potential customers. It helps streamline the process of target marketing and can be customized to each customer. 75% of marketers now use marketing automation tools

One of the most effective uses of marketing automation is for following up on leads and sales. 

Follow-up emails can remind customers to complete a transaction or contact your sales team. It also tracks your customer’s journey and provides insight into what information your audience needs to complete the transaction. 

By analyzing data from marketing automation, you can improve the effectiveness of your campaigns and create more personalized customer experiences. You can also track the effectiveness of each marketing asset through predictive analytics.

Why Do You Need Marketing Automation?

There are several reasons why you should automate your marketing campaigns. Marketing can be like the wild west without a plan or process. Automation provides the infrastructure and engines needed to make it happen. It provides boxcars to carry your campaigns. It helps you to measure the speed and direction of your marketing campaigns. 

  • First, automation saves you time. You won’t have to spend countless hours on administrative tasks. Marketing automation will automate these tasks for you, saving you time that you can spend on more important tasks. For example, marketing automation software will automatically save and prioritize data in centralized storage. It will also provide you with a wealth of information about your prospects’ behavior, helping you tailor your content to meet their specific needs. In addition to nurturing warm leads into customers, automation will also help you track and analyze the behaviors of your most interested prospects.
  • Automated systems can also help you save money. Automation software is especially helpful for businesses that don’t have a large staff. Automation helps you reach your customers more effectively and efficiently. Marketing automation platforms can help you automate your workflows, allowing you to focus on what matters: increasing your revenue. Marketing automation will help you build a long-lasting customer relationship.

6 Benefits of Marketing Automation Implementation

  1. In addition to improving lead quality, marketing automation can also increase revenue. 
  2. Automation software can manage lead nurture campaigns, identifying which content is converting well and triggering follow-up emails automatically. 
  3. Marketing automation helps you automate repetitive tasks, allowing you to focus on the most relevant campaigns. 
  4. It provides you with detailed reports, including buyer personas, past marketing campaigns, and the journey of your prospects from awareness to sale. These reports allow you to identify customer expectations and implement new strategies. 
  5. Marketing automation frees up staff time. Your marketing team is finite and you’ll find that you can squeeze more juice from the hours you have available. 
  6. Automation eliminates repetitive, manual tasks, freeing up staff time to perform more creative tasks. Aside from improving your bottom line, marketing automation also has soft benefits, such as increasing staff satisfaction. With this in mind, it’s important to invest in marketing automation. It will make your business more efficient, reduce costs, and boost your ROI.

Different Types Of Marketing Automation

Several types of marketing automation are based on different customer needs. 

Omni-Channel Marketing and Lead Nurturing

Omni-channel marketing is one type that creates a cohesive brand experience across all channels. Marketing automation allows marketers to segment their customers, create personalized strategies, and define when to deliver content. Each channel needs a specific message and ties into the overall strategy of the brand. Omni-channel marketing is the future of marketing automation. But what types of automation are available?

Lead nurturing involves giving prospective customers helpful information to help them decide whether to purchase something. Using marketing automation, you can build trust and respect with prospects by providing helpful information. With the right automation, you can provide customized content and target certain groups that can develop your business. After all, you can’t do much if your customers don’t buy from you! Fortunately, you can automate this process by forwarding qualified leads to your sales team.

Marketing Automation Implementation
Marketing Automation Implementation – Photo by Lukas Blazek on Unsplash

Automated Email Campaigns

Automated email campaigns are another form of marketing automation. These emails are sent to customers automatically, based on certain triggers or actions. One popular example of this is email automation software. You can set up a series of emails based on a specific trigger, like a sale. You can also use automation tools to automate customer onboarding. Using email automation software to send emails when certain behaviors occur, for example, can improve your customer’s adoption rate.

2 Steps To Implement Marketing Automation

Before you begin implementing marketing automation, you should make a clear plan for your goals. These goals will help you determine what types of content to create, how often to send messages, and how to measure the success of your marketing efforts. 

  1. The first step in implementing marketing automation is defining your triggers, or what happens when a customer is in the buying process. The triggers may include a website visit, a discount offer, or some other event.
  2. Once you determine the goal of marketing automation, you must assess the level of your organization’s maturity with this technology. At the basic level, your system should manage customer data, orchestrate multi-channel campaigns, integrate data from your primary engagement channels, and measure campaign effectiveness. You should also consider how to implement CRM, or customer relationship management, to manage customer data. The CRM software can be used to store and retrieve customer data, such as purchase history and demographics. These data are essential for defining the customer journey, as well as implementing personalization.

6 Best Marketing Automation Software

Marketing Automation Software and Platforms can help you achieve your marketing goals by automating the entire process of reaching potential customers. They collect data about prospective customers and create relevant content based on that information. These solutions target and segment prospective customers to deliver personalized experiences across digital channels. Below are some examples of marketing automation software and platforms. Listed below are some of the most popular. Let’s take a closer look at each of these platforms to help you decide which is the best fit for your business.

1) ExactTarget/Pardot

The ExactTarget/PardoT Marketing Automation Software and Platform combines the power of marketing automation with the convenience of drag and drop email creation. This software helps you create highly personalized messages that are tailored to your target audience and helps you measure ROI for your marketing initiatives. The ExactTarget/Pardot Marketing Automation Software and Platform helps you create email campaigns by leveraging your customer data and segmentation. Pardot supports multiple email formats, enabling you to drag and drop email components. It even supports SPAM filter check-ups.

Pardot offers several add-ons and integrations. Pardot provides a consolidated marketing calendar with events from Facebook, Twitter, LinkedIn, and Eventbrite. It also offers integrated social media and webinar marketing. Calendar icons are customizable for marketers and administrators, and hovering over them gives more information. Detailed screens and reports are also available for administrators and marketers.

Pardot‘s marketing automation platform is fully configurable and includes a robust set of tools to aid sales and marketing teams. It helps you develop an effective marketing strategy, optimize your targeting, and understand each stage of the sales funnel. This software enables you to track customer interaction and determine how to improve it. The integrated suite of tools also makes it easy to integrate it with other sales and marketing tools.

2) Eloqua

While the features and functionality of Eloqua Marketing Automation Software and Platform are impressive, it also falls short of some of the benchmarks for this category. Those looking for a mid-range solution should consider Salesforce, Marketo, or Hubspot. Eloqua also has several competitors, including Salesforce’s Pardot and ActON. Eloqua is a robust solution for results-oriented organizations that helps align marketing and sales efforts.

In addition to email marketing automation, Eloqua supports a variety of other forms of customer engagement, including landing pages, events, and mobile advertising. It also includes a unified marketing calendar and advanced routing features. It also supports multichannel campaigns, email marketing, and A/B testing. Eloqua is a robust CRM, so you’ll need a dedicated team of marketers to effectively use the platform.

The software also allows for more personalization of campaigns. The platform analyzes historical data to identify the best time to send emails to your contacts. You can send relevant content at the right time and day, and even customize the content and timing of your emails. While you’re building your campaign, consider the importance of having clean data. By building a buyer persona, you can better understand what makes your customers tick. This will help you create a targeted approach to attract the right customers.


In addition to offering a robust list of integrations, also offers the ability to set up and track multiple email campaigns. The platform also has tools to help sales teams create and manage their email campaigns. Constant Contact is a well-known email marketing tool for small businesses. Its features are straightforward and its low price makes it an affordable choice. However, Constant Contact doesn’t offer marketing automation functionality, and it is aimed at small businesses that want organized email marketing.

4) HubSpot

The HubSpot Marketing Automation Software and Platform is a comprehensive platform that helps you automate your sales outreach, personalize marketing communications, and delight customers. Without a single central source of customer information, you can’t fully leverage marketing automation. Dirty CRM data taints email personalization tokens, botched rotations leave you with no point of contact, and automated systems close high-value support tickets before they are resolved. However, the HubSpot platform unifies data, as it grows, and brings your team together with one shared view of your customers.

HubSpot offers free and professional packages. HubSpot’s free plan offers basic website features, a CRM tool, and ad management that limits you to a thousand contacts. You can double the number of emails sent to contact each month with the Professional or Enterprise package. Other features of the free version include a limited number of social media assets, phone support, and basic marketing automation. The HubSpot Professional Package includes the Starter Package but also includes Salesforce integration and AB testing.

Inbound marketing is a proven method for generating more leads. With HubSpot, you can use the inbound marketing approach to automate the marketing process. The platform also allows you to track your marketing efforts, distribute content, and manage initiatives. If you are new to inbound marketing, you can use HubSpot as a guide for beginners and experienced marketers alike. Inbound marketing and automation are two sides of the same coin, and it’s best to find a solution that fits your business model.

5) Constant Contact

If you’re interested in Constant Contact’s marketing automation software, here are some of the benefits it provides. Constant Contact is the preferred choice of millions of small businesses, nonprofits, and other organizations for email marketing. The company’s platform makes sending emails a snap and allows users to manage all aspects of their email campaigns. Constant Contact also offers free, live webinars and product tutorials, as well as tips and short-cuts. Their templates range from welcome messages to informational messages and holiday greetings. You can even use the mobile app to manage your campaigns.

The Constant Contact platform provides hundreds of customizable email templates that can be easily customized by drag-and-drop elements. Other benefits include tracking email opens, clicks, forwards, and social shares. In-depth reporting features allow you to see how well each email performs and can provide you with a better strategy for sending future emails. Constant Contact also offers webinars and in-person training, so you can make the most of its email marketing tools.

Constant Contact provides an analytics dashboard and over 500 built-in integrations. You can even set up an automated email series when a contact completes a specific action. You can even adjust delivery settings and track data related to your subscribers. Besides providing your marketing team with vital insights, Constant Contact allows you to automate your email campaigns. Constant Contact offers you many features, so it is important to select the right one for your needs.

6) Marketo

Marketo is a marketing automation software that is perfect for B2-B transactions. However, it is less helpful for e-commerce firms. It is focused on attracting leads and guiding them through the sales funnel. This marketing automation software is easy to use, advanced, flexible, and customizable. Its flexible features enable its users to achieve exceptional results. Marketo offers different plans, including a free trial and a paid option.

The platform has a file structure similar to Windows. The interface allows users to easily create campaign assets and repeat them. The software also includes two native CRM integrations. Although there are many options for integrations, Marketo has an excellent reputation for customization. Its intuitive interface lets you customize campaigns and measure marketing analytics. For example, you can add your social media pages and track conversions with the help of its social tools. The platform also features a visually-oriented drag-and-drop interface that makes it easy to create a professional email template without prior HTML experience.

While Marketo’s interface may be old and hard to navigate, it’s very flexible and customizable. This software has many benefits but is not perfect for every company. You should consider how much flexibility you need and how much resources you can spend. However, if your company is looking for a comprehensive marketing automation platform, Marketo is a great choice. You can demo Marketo for free and see whether it fits your needs.

How To Implement A Marketing Automation Strategy?

A successful marketing automation strategy should follow key steps. To get started, you should determine your objectives, customer journey, and analytics. Once these are defined, you can begin to define how to implement marketing automation. Ultimately, your goal is to convert leads into quality, loyal customers. Whether you choose a lead nurturing platform or use a more traditional approach, making this automation a key part of your business strategy is the same.

Using an automation solution can help you free up time by automating repetitive tasks and prioritizing critical activities. Marketing automation solutions provide you with a better understanding of your users and enable you to optimize your efforts across all channels. In addition to this, you can also include social media marketing in your automation strategy. The tool Encharge, for example, comes with pre-built workflows to increase sales. You can use this software to track how users engage with your emails and improve your content.

Not all marketing metrics are directly related to sales, but they still influence your overall revenue. Increased engagement may result in lower support tickets or increased product usage, which can result in higher revenue. However, the more engaged your subscribers are, the more likely they are to buy from you. The most important metric to track is conversion rates. Automation will save your team time and will ensure that your audience receives the information they’re looking for.

Frequently Asked Questions About Marketing Automation Implementation

When it comes to implementing marketing automation, a lot of questions come up, from whether it’s really easy to implement to the process itself. In this section of our article, we’ll address the questions you should be asking yourself before getting started. And, we’ll cover what you need to do to prepare for this process and succeed in the end. We’ll also cover why marketing automation is so important for your business and how you can prepare for it.

How do you implement and succeed with marketing automation? 

Marketing automation solutions allow you to automate email campaigns and create workflows to deliver relevant content to your list at the right time. This is a great way to improve your conversion rates and revenue and can be a great way to re-engage customers who have become disengaged with your brand. Here are some tips to ensure your campaign is successful:
First, determine your target audience. To reach them, you must educate them on your expertise. Your message should be focused on solving problems and making their lives better. Marketing automation tools can help you with this by scoring leads and monitoring behavior and sending behavior-based emails. Then, you’ll have an effective marketing automation strategy! 

Is marketing automation easy to implement?

Almost all marketers would benefit from marketing automation. These tools gather data on marketing efforts, so they can know what’s working and what’s not. It’s then easier to adjust your marketing strategies based on this information. According to a Pepper study, 36% of respondents realized benefits in six months or less, but that’s not necessarily the case for everyone. You can see positive results within a year, and then make adjustments if necessary.
There are many advantages to marketing automation. It can automate repetitive tasks, like sending response emails. You can also automate your email marketing efforts by creating drip campaigns. The best approach is to map out your existing marketing tasks and choose those that are compatible with the automation system. Creating these lists will make it easier to make decisions about which automation to implement and which ones to ignore. Once you’ve done this, you can begin implementing marketing automation in your business.

How is marketing automation done?

While the benefits of marketing automation are obvious, many marketers are overwhelmed by the time and effort required to maintain effective marketing campaigns. Marketing automation enables companies to scale programs, deliver personalized communications, align marketing and sales, and measure ROI. Today’s fast-paced digital environment places an enormous amount of pressure on marketers to accomplish more with less. Marketing automation helps marketers free up more time for strategic and creative work by automating time-consuming tasks, such as bulk emailing, prospecting, nurturing qualified leads, and triggering engagements.
Marketing automation can help businesses grow exponentially, improve customer experiences, and maximize the potential of their current customer base. Marketing automation is scalable and measurable, showing cost-per-lead, and the true value of every marketing action. In addition, automation can be customized to meet the unique needs of each company.

How do you prepare for marketing automation?

Using a formula to prepare for a marketing automation implementation is the key to success. The following steps guide where to focus and what to avoid. Each marketing automation technology has its nuances and intricacies, but the basic principles of preparation don’t change. To get the most out of marketing automation, you must prepare the entire company and its employees. Make sure everyone on your team has a stake in the project and is committed to a realistic plan. This includes sales management, digital team, IT staff, and webmaster.
– Understand your customer base. Marketing automation helps you create targeted campaigns that can help increase brand awareness for new customers while converting existing ones. Besides generating leads, marketing automation allows you to display case studies, success stories, and testimonials from satisfied customers. Automated marketing campaigns keep the content relevant to the audience and increase the profitability of the business. However, implementing marketing automation is not an easy task. You need to prepare for it beforehand so you don’t waste time and resources on mistakes.

How do you implement marketing automation software?

Implementing marketing automation software is not an easy task. It requires careful planning, and there are certain things to consider before you begin. To ensure that your marketing automation software is easy to use, get in touch with a vendor that offers training courses for new users. Moreover, make sure you have a clear understanding of the software’s key metrics, so you can ensure it meets your needs. Once you have a clear understanding of these metrics, you can start the process of implementing marketing automation software.
Marketing automation tools are also useful for reporting. They enable you to know which marketing campaigns are working and which ones are not. You can also use these tools to track which referral sources are bringing in more business. The best marketing automation software is structured, has refined databases, and orchestrated processes. It is meant to enhance each of your programs and improve your lead lifecycle journey. If you don’t have a marketing automation tool, you might be better off without it.