Marketing Automation refers to the software that can be used to automate all the organization’s marketing practices thereby going through all the tasks at hand and improving the total efficiency of automating marketing. Email marketing, social media postings, optimizing Ad campaigns, and more are usually the important features of the marketing automation software. It is usually implemented by organizations to make the marketing process much easier without using manpower.
For a growing business, marketing automation is one of the most necessary things that can be undertaken for a successful B2B conduct. Some of the Marketing Automation Tools include Salesforce and Hubspot.
Salesforce is an easy-to-use cloud-based business management application for sales, services, marketing, and more by bridging the gap between customers and companies.
Hubspot is also a cloud-based customer relationship management platform that helps to scale the company’s growth better with tools like marketing hub, sales hub, service hub, and CMS Hub software applications.
Stepwise procedure to implement marketing automation in your organization:
- Choose a Marketing Automation Tool
Choosing the right marketing automation tool is the first step toward strategizing and marketing planning for your organization. An automation tool must have the capability to act as a CRM as well while undertaking the automation processes with ease and affordable cost. For instance, Hubspot is one among the tools that can be used for marketing automation and CRM while offering chatbots for queries as well. - Combine the Tool with Your Website
The next step in this process of marketing automation is combining your preferred or chosen tool with your website. It often requires a part of the code to be installed in the website header. Once that is done, you are ready to use the tool as per your custom requirements. - Data Import
If in case you are using Hubspot as a marketing tool, it may act as a marketing automation tool in addition to the CRM while some organizations make use of Salesforce for data transferring. The organizations can import all their data via a CSV file. - Cleanse Data
Cleansing the acquired data must be on the organization’s to-do list before implementing any other strategy or task. The organization can make use of various cleaning tools to clean the marketing data and keep it up to date for better optimization. - Start Small
Starting small with marketing automation is approached for every small-scale organization as well as startup. It is advisable to check for all the details and the key points if everything is well managed and working according to the ultimate goal. - Automate Data Segmentation
Now that the marketing automation has taken place with the first step, the organizations can now explore more with the collected information from the website in the form of leads. - Personalize Automation based on Data Collected via Segmentation
Now that the organizations have got a hold of the leads and have complete knowledge of how the visitors are interacting with their website, what services they are looking at, and what pages they are visiting on the website. Now, they can personalize different automated messages, emails, or forms to send to different visitors or leads and thus streamlining their tasks.
