Tips for Succeeding with Marketing Automation

Tips for Succeeding with Marketing AutomationThe benefits provided by marketing automation can be truly phenomenal. Allowing you to create successful marketing campaigns and then automate the process, marketing automation provides virtually unlimited capabilities. Among the most important factors involved in determining exactly how successful marketing automation can be for your business is the set-up process. These tips for succeeding with marketing automation will help you ensure the best possible outcome when implementing marketing automation.

Pay Attention to Your Customer Relationship Management

Your Customer Relationship Management (CRM) is of vital importance for the success of your marketing automation campaign. When your marketing automation software synchs with your CRM, it is imperative that your list be as clean as possible, otherwise you are likely to end up with duplicate lists that you will need to untangle. Take the time to delete any duplicate records and ensure all account names are correct. This may mean merging, deleting, and purging, but it will be time well spent in terms of ensuring optimal success for your marketing automation program.

Are All Email Addresses Correct?

Imagine uploading contacts only to discover you have a high bounce rate due to wrong email addresses. This could be a very real possibility, if you do not run your email addresses through an email verification service. provides a good article here on email validation services, comparing multiple providers. Here’s another good resource from the Marketing Tech Blog on email validation. There is no need to run the risk of experiencing deliverability issues and potentially having your IP blacklisted, which could happen if you fail to clean up your database and verify emails prior to importing. Take the time to ensure your email addresses are correct before you get started.

Work with Your Sales Team So They Know What to Expect

Marketing automation may provide many benefits, but it also dramatically changes the processes you already have in place. This includes processes utilized by your sales team, so it is important to work with your team to let them know what to expect and answer any questions they may have about marketing automation. For instance, marketing automation could change the way in which leads are assigned to your team. You also need to work with your team to ensure there is a process in place for handling leads as they arrive. Make sure you conduct ample research and work one-on-one with your sales team prior to rolling out your marketing automation campaign. Here’s a good reference for achieving sales and marketing alignment.

Be Committed to Ongoing Education

Do not make the mistake of underestimating how much time it may take to learn everything you need to make the most of marketing automation. This may mean making a commitment to continually educating yourself about marketing automation integration, best practices, usage, etc. Although this does mean committing to additional time on top of a schedule that is likely already packed, it is well worth it.

Marketing automation can be incredibly powerful for your business, but you must learn how to make the most of it. Following the tips above can help you get off to a great start. Find out more about how you can operate a successful marketing automationcampaign.

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