How to Prepare Your Business for a Marketing Automation Tool

marketing automation checklistAre you wondering how to prepare your business for a marketing automation tool? Marketing automation lets you automate various processes, but before you can enjoy the benefits, you need to prepare your business for the software. Otherwise, you won’t be able to use the various features. If you take the time to prepare your website and your business for visitor tracking and other marketing automation tools beforehand, you’ll enjoy the wealth of benefits they provide.

Set Goals and Identify KPIs

Your marketing automation success rests with your ability to identify goals and develop key performance indicators based on those goals. Once you know your goals, you can program your marketing automation tools to help you achieve them. At the same time, the KPIs will ensure that you collect and measure the right data at all times. Then, you’ll know if you’re on the right track or if you need to make adjustments so you can reach your goals.

Build Up Your Content

Many companies start with marketing automation tools, only to realize they don’t have enough content. These tools work best when there is a lot of content available. In the marketing world, there is no such thing as too much quality content. Put your team to work and have them create some great content for you. Build it up as much as possible before you deploy your marketing automation software.

Identify Your Funnel

Companies often have poorly defined sales funnels, even within their own walls. For example, sales and marketing teams might refer to different groups as leads. In order for marketing automation to work, you need to have a clearly defined sales funnel, and everyone in the organization must understand the funnel and how it works. Discuss the names for each part of the funnel and agree on how people pass through the funnel. Also, discuss the probability of people moving from one point of the funnel to the next. In addition, determine when you need to send someone from the funnel to your sales team so your team can close the deal. You need to iron out all of these details before moving forward.

Once you have everything ready, you are ready to take the plunge with marketing automation! Everything will be ready, making the integration much smoother. Then, you can dive right in with minimal downtime. Your processes will be up and running before you know it.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>