As with any other software or tool, mastering marketing automation takes time and is an ongoing effort, especially considering how new the practice is. It's important to know that getting marketing automation software like HubSpot is just the first step. You must successfully merge all of your marketing tools, monitor your customer's behavior, pay attention to analytics and use this data to create valuable content.
Automation of work processes that are developed through established activities and hierarchies. In marketing, it is used to follow up on prospects and leads by optimizing resources to personalize and accelerate sales.
It is the process of assigning numerical values to each lead you generate for your business. Through it, you will be able to boost your sales team, prioritise customers and communicate with them efficiently to increase the conversion rate.
In these sequences, we can incorporate the sending of automated mailings, which are previously designed in a template and can be personalised, as well as assigning tasks to remind the sales team of follow-up actions, such as calls.
A great marketing automation strategy synchronizes your teams by prioritizing tasks and making handoffs a breeze. Contact records can be owned by the marketing team until the lead is ready to be contacted by sales, at which point automation assigns and notifies the sales rep.
Most Relevant Content
With marketing automation, you can be specific about what each customer sees. From advertising to email marketing, use your buyer persona to send only the information each prospect or customer needs. Automation helps highlight the most relevant content at the right time.
From the CRM, data is collected, stored, and used in your marketing software so you can offer your customers a personalized experience through automation, such as pre-loaded forms, targeted emails that meet their needs, and customer service, so customers get the same experience no matter which channel they contact you on.
Create processes that work across different teams so you can reduce customer effort at every stage of the journey. Ideally, they should work together to deliver a unified customer experience from the first contact, beyond the customer purchase.
Marketing automation has become a necessity for companies, as it is used not only to automate processes but also to restructure and quantify their marketing campaigns and workflows.
Automation not only saves time but also provides the resources needed to do more.
Marketing automation allows you to map your customer journey. At the same time, your marketing strategy will allow you to build processes focused on your prospects' experience.
Marketing automation makes your entire department more efficient. It can potentially reduce staff costs while freeing up your team's time to work on more important strategic projects.
Collecting data and integrating it into the process is the basis of automation.
Data processing, analysis, interpretation, and issuance of concrete information, in real-time, are useful for business decisions.
With the information obtained, it is time to make decisions that can be produced in an automated way without the need for human intervention.
Start with Customer Experience Design as a methodology to improve your processes, business models and value proposition. Once the CX process is defined, automate the process through a Customer Experience Architecture.