Marketing Automation with Email

So how would you best use marketing automation to automate and streamline tasks in your organization?

First, understand that marketing automation tools are designed to perform three key tasks:

1. To perform processes and tasks based on predetermined criteria like date-initiated, triggered events. 
2. To provide sales and marketing departments not with just information about customers and prospects, but with increased knowledge, to improve the quality of their personal interaction – resulting in exponential revenue increases.
3. To ensure ROI by providing management and analysis of marketing campaigns across all phases of the marketing process.

Second, isolate the key marketing tasks in your organization which could be automated, i.e.:

• Lead management: automatic responses to inquiries from landing pages and other sources
• Cross-sell/up-sell: Termination date and renewal notices
• Relationship building: Birthday and event greetings
• Life cycle/nurturing: Segmented messaging triggering “drip” email campaigns

This automated messaging could be based on the inbound actions and online behaviors of your customers and prospects, date triggered events, and much more.

Now that you have a clearer picture of your present and future needs, take a look around at the available products and services. Due to the myriad options available, and because your needs will be unique, we suggest you contract with an interactive marketing agency, like ourselves, for assistance in making the right choices.