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Your Guide to Marketing Automation

Drive Website Traffic, Build Brand Awareness & Generate higher quality leads through Marketing Automation.

Written By: 

Carl Undag


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Marketing automation could help your business grow, but before that can happen, you need to learn about it, what it looks like when it's good, and what the key features are to maximize it for your business.

What is Marketing Automation?

Marketing Automation

A form of marketing automation software enables businesses to successfully target clients with automated marketing communications using email, websites, social media posts, and text messaging to produce sales leads. The technology, an element of Customer Relationship Management (CRM), is frequently utilized by marketing departments to streamline staff operations and boost marketing productivity.

How does Marketing Automation Work?

how does Marketing Automation

Software is used in marketing automation to automate repetitive marketing tasks or just repetitive tasks in general. In addition to increasing productivity, marketing teams may automate tedious processes like social media posting, management, email marketing, and even ad campaigns to provide clients with a more individualized experience. Thanks to the technology and underpinning marketing automation solutions, you can complete these duties more quickly and easily.

Types of Marketing Automation Process

Marketing Automation Process

Marketing automation is a game-changer. It frees you from repetitive tasks, allowing you to focus on strategic initiatives. But with so many options, where do you begin? This section will delve into the various marketing automation processes that can streamline your workflow and boost your marketing ROI.

Email Marketing Automation

This is the cornerstone of marketing automation. It lets you craft targeted email sequences triggered by specific customer actions or behaviors. Imagine a new subscriber joining your website.

An automated welcome email process can introduce your brand, highlight your value proposition, and encourage further engagement. Automation also nurtures leads with informative content that gradually moves them down the sales funnel.

Additionally, win-back campaigns can be triggered for inactive customers, rekindling their interest and prompting them to re-engage with your brand. By automating these personalized email journeys, you can nurture leads, convert prospects, and build stronger customer relationships – all on autopilot.

Social Media Marketing Automation

Managing multiple social media platforms can be a constant struggle. Scheduling posts weeks in advance, engaging with followers in real time, and monitoring brand mentions across various channels can quickly become overwhelming. This is where social media marketing automation comes in.

Tools like this allow you to schedule posts for optimal publishing times, ensuring your content reaches your audience when they're most active. They also automate responses to frequently asked questions, saving you valuable time.

Social media marketing tools also track performance metrics to see what resonates with your audience and adjust your strategy accordingly. This empowers you to maintain a consistent presence, engage with your audience more effectively, and measure the success of your social media efforts.

Advertising Automation

Optimizing advertising campaigns can be a complex and time-consuming process. It could mean manually adjusting bids, monitoring budgets, and refining audience targeting for multiple ad campaigns. Advertising automation tackles this challenge.

You can set budget parameters and automate bid adjustments based on pre-defined rules. These tools also target the right audience precisely by leveraging demographic, behavioral, and interest-based targeting options.

Advertising automation tools also track campaign performance in real time and receive alerts for anomalies. This allows you to optimize campaigns on the fly, maximize your return on ad spend, and achieve your advertising goals more efficiently with your marketing team.

CRM and CDP Automation

Your Customer relationship management system stores valuable customer data, while a Customer Data Platform unifies data from various sources to create a holistic customer view. Automation streamlines tasks within your CRM/CDP, allowing for more efficient lead scoring, audience segmentation, and personalized outreach.

Imagine automatically assigning lead scores based on website behavior and demographics, enabling your sales team to prioritize high-potential leads. Automated segmentation lets you craft targeted marketing campaigns that resonate with specific customer segments. CRM/CDP automation empowers you to leverage customer data more effectively, personalize interactions, and build stronger customer relationships.

Data Analysis and Reporting Automation

Marketing campaigns generate a vast amount of data. Analyzing this data manually can be a significant time investment. Marketing automation tools can compile data from various sources, generate comprehensive reports, and identify key trends.

This type of marketing automation tool automates reports on website traffic, email campaign performance, and social media engagement. These reports allow you to see what's working and what's not, empowering you to make data-driven decisions and optimize your marketing efforts for better results.

Benefits of Marketing Automation For Your Business

Hubspot says 72% of the most successful companies utilize marketing automation. Most businesses face the common challenges of generating quality leads and keeping customers engaged and interested. The struggle doesn't end there. These business goals come along with tons of data. Data that you could have put to good use. By putting data to work and optimizing the procedures, marketing automation software may assist in overcoming these difficulties. How?

Benefits of Marketing Automation For Your Business

Most companies consider marketing automation a perfect tool for nurturing marketing prospects with a pre-written email list. However, even if email marketing and campaigns are beautiful applications of a marketing strategy, this strategy may cause prospects and customers to have a fragmented experience as they travel from marketing to the sales process or sales cycle to customer care.

A fictitious sales funnel or marketing funnel that uses random touchpoints and unrelated material forces prospects through it. Businesses consistently follow the same playbook rather than adapting to the specific demands of each consumer.

However, you should implement automated marketing methods throughout the client's lifetime. Smart integration of effective marketing automation tools offers a favorable environment for strong, long-term connections with your consumers. When used effectively, marketing automation platforms provide your company with three key advantages:

1. Personalized Workflow

Your prospects' actions add another piece of data to your marketing plan by letting you know exactly what your target market is doing at any given time. Despite this data's usefulness, it is hard to track these activities carefully. However, companies can leverage these inputs across various channels to better understand their consumers' wants and offer the appropriate information at the proper time.

Personalized Workflow market automation

These processes aid in directing interested parties to valuable material, producing warm leads and qualified leads that may later be strategically nurtured into clients. However, marketing automation doesn't end there. Businesses may continue to engage consumers with tailored processes that result in devoted, repeat customers who recommend friends and family by placing the client at the heart of the flywheel.

2. Streamlined processes

A streamlined marketing automation process refer to changes made to something to make it easier or more effective. What now can it provide your business? Using streamlined procedures, you may decrease customer effort at every stage of the experience, making it more straightforward and pleasurable. These processes are designed to operate across various functional teams. Later, this will deliver a consistent customer experience from the first touchpoint to the consumer purchase.

Streamlined processes in market automation

With effective marketing automation, everything is automatically recorded in your central data storage, so there is no need for complicated hand-off procedures. Internal workflows can help you prioritize jobs as they arise.

3. Integrated data and analytics

Each of your qualified prospects' activities adds another piece of data to your marketing plan, quickly letting you know what your target market wants. Businesses may continue to engage consumers with tailored processes that result in devoted, repeat, and current customers who recommend friends and family by placing the client at the heart of the flywheel. You would require more than manual tracking processes to do this.

Integrated data and analytics

Here's where marketing automation comes in; it enables companies to leverage these inputs across various channels to fully comprehend their consumers' demands and offer the appropriate content at the right moment.

How to get the most out of marketing automation

Businesses should integrate automation into all operations to eliminate divisions and bring marketing and sales teams together through time-saving techniques to get the most out of marketing automation. Marketing automation may provide a momentum of growth that keeps your company expanding when combined with human interaction.

Integrate market automation in Businesses

To make the most of marketing automation systems, you must incorporate them with software, strategy, and customer-centricity. You can nurture prospects into happy customers and devoted advocates with highly customized, dynamic content. Here are some things you should look into.

Focus on the Entire Customer Journey

Identify potential customer touchpoints that could benefit from marketing automation and build processes that ease the customer from touchpoint to touchpoint. Using these data points, connect clients to the next stage of their journey, whether through instructional material, a salesperson, or a customer success check-in. Using this white-glove method with thousands of clients is one competitive advantage of marketing automation and a strategic marketing plan.

Organize Active Contacts

Using CRM marketing software integrated with your marketing automation platform allows you to track each action your audience takes as a new piece of customer data. Customer success receives a notification when the consumer makes a purchase and has access to all previous communications and activities the customer took before completing the transaction. The procedure works smoothly and effectively, fostering a long-lasting bond between the client and the company.

How does marketing automation affect your customers?

The benefits of a marketing automation strategy go beyond what they can achieve for your company. Addressing specific pain points that have emerged in the first digital asset creation, the omnichannel world also benefits your consumers. The amount of information available to your clients makes it challenging to obtain the required solutions. Consumers who manage to get in touch with your business usually endure a fragmented experience as they switch between teams, channels, and platforms. Through team collaboration, data collection in an accessible manner, and advanced workflow automation, marketing automation may lessen this friction.

 benefits of a marketing automation strategy

Produce more relevant content

With content marketing and marketing automation, you can customize what each consumer sees. Use your buyer personas and behavioral targeting to provide just the information each prospect or client needs in your advertising automation and email marketing campaigns. Customers are pressed for time; therefore, automation helps by highlighting the essential material utilizing the data you're currently gathering at the appropriate moment.

Provide better and more efficient answers

Businesses may manage leads to sales and prioritize marketing activities, ensuring operational efficiency. Additionally, front-line staff members can offer more pertinent assistance without doing preliminary research, thanks to the behavioral data saved in your CRM. Recognize your consumers' behavior and program replies based on past purchases, in-product activities, or lifetime value.

Provide multichannel seamless interactions

Everyone dislikes repetition, which is why clients love marketing automation so much. Provide your consumers with a tailored experience, such as pre-filled forms, targeted email addresses, or mass emails that fit their needs and customer service that seems as familiar as the business down the street. Data is gathered, saved, and used in your marketing software. No matter how a consumer reaches you, automation ensures constant contact.

Empower Your Marketing Automation Strategy

Is marketing automation worth it for your business? Absolutely. Marketing automation can help you save time and energy while growing your customer base. If you want to start using marketing automation or are looking for ways to get more out of your current system, our team is here to help. Contact Evolv today, and let us show you a marketing automation solution can take your business to the next level.

illustration of a robot that does marketing

About the Author

Carl Undag

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Evolv's dedicated copywriter, blending storytelling prowess with business acumen for impactful results.

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