Steps for Getting Started with Marketing Automation

blog, Email Marketing, Marketing, Marketing Automation, Uncategorized
Marketing automation allows your marketing to be more efficient and effective.  It frees up your time and makes your other marketing and sales better. Below are the steps to start with marketing automation: Organize contacts Consolidate - You need to consolidate all of your contacts into one place. If you have them in spreadsheets, different email programs, different CRM systems, and on paper, it’s time to get them all into one area. Screen - Once you have the contacts in one place, now it’s time to review and clean the list. Are there people that no longer have that email (example:  people that are no longer at the company)? Identify Source - Identify where the contact/lead was acquired. This is important for marketing ROI. Segment - After you clean the…
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4 Key Steps in Marketing & Sales Funnels

4 Key Steps in Marketing & Sales Funnels

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You have probably heard people talk about marketing or sales funnels. You may have heard them referred to as a follow up system (check out our article here >> sales funnel <<).  There's been a lot of buzz about optimizing your sales funnel to get you leads and clients. Below are the 4 key steps the customer goes through in your sales funnel.  It's important to remember that different prospects and customers go through each of the steps at their own pace.  Some people may go through all of them in 1 day while others may take years to go through. Each step requires a different approach and a different emphasis.  The 4 key steps are:  1) awareness, 2) interest, 3) consideration, and 4) decision. Awareness Awareness is about making your…
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Marketing Automation Glossary

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As mentioned on RobynHatfield.com, Marketing automation is the software and technology designed for companies and organizations to effectively market on multiple channels and automate certain tasks. Marketing Automation terms can be confusing as many different terms are used interchangeably.  Below is a list of the most common marketing automation definitions:   Inbound Marketing - Marketing that brings prospects to you through various methods including SEO (search engine optimization), SEM (search engine marketing), social media, social media ads, content marketing and other methods. Automation Rules - Automation rules allows you to perform certain marketing tasks or actions within your automation system. Trigger Emails - Trigger emails are emails that are automated to send based on a prospects behaviors.  Triggered emails are helpful because they are timely and relevant. Lead Score - Scoring a lead…
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What is a CRM? Why Do YOU Need One?

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What is a CRM? As defined by Salesforce (a leading CRM company), a CRM or Customer Relationship Management tool is a technology for managing all your company's relationships and interactions with customers and potential customers. Why Should a Company Implement a CRM? We all know that business is about relationships. A CRM tool allows you to do a better job of keeping track of the customer relationship. This allows you to do a better job following up, providing value, and getting future sales and referrals. Types of CRM Tools Just as there are many different types of businesses, there are many different types of CRM systems. The larger the company, the larger the database capacity and complexity. The cost of the CRM is directly related to this. Below are a…
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