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Marketing Automation for Beginners

Marketing Automation for BeginnersThinking about marketing automation for beginners? Are you a marketing automation newbie? Marketing is a fundamental operation of your small business: attracting new customers (as well as retaining current customers) is the key to profits and expanding success. Without marketing your business goes stale, contacts dry up, and your customers will look to your competitors to meet their needs. But many of the marketing tasks that you have can be automated and can guarantee positive results for your team and your bottom line.

Much of the marketing responsibilities you have are repetitive and wasteful activities that are simple tasks which can be easily, quickly, and affordably automated. Lead capturing, managing relationships with your customers, creating captivating and personalized content, and email campaigns can all be automated. It also gives you quick and easy ways to quantify the feedback received by your customers, allowing you to make adjustments as needed. Focusing on fine-tuning the marketing process while pushing your customers successfully through the sales funnel will be much easier once you automate your marketing.

When considering marketing automation for beginners, the easiest way to begin to automate your marketing is with automated follow up. Quite simply, when a potential customer expresses interest in your product, your marketing automation software triggers an email response – generally this will be a reply thanking them for their interest and welcoming them while giving them information about the product. If the customer has signed up for a freemium trial of a product that automated message will contain information regarding the trial period and what to expect after the trial expires. Automating the nurturing process can shorten the life cycle of your sales, which will unveil new opportunities for your sales team. Once your automation process is set up, it’s almost an entirely self-sustaining system but you can always make adjustments, add more features, and test new actions.

Marketing automation also gives you the opportunity to align your sales and marketing teams – which will save you money and resources – while strengthening both processes. This will create steady, predictable growth in your business while increasing efficiency. Moreover, you will get specific tools and help from your marketing automation provider who will become a legitimate partner in your success, enabling your small business to compete with larger companies.

Let Lead Liaison help you get started with marketing automation for your business. Click here to contact us.

Keep Your Social Media Current With Real-Time Event Integration

Keep Your Social Media Current With Real-Time Event IntegrationKeep your social media current with real-time event integration and you’ll start impressing your prospects. Using Lead Liaison’s powerful tools, you can quickly set up an automated schedule to maintain multiple healthy and vibrant social media profiles, greatly increasing the visibility of your company to potential leads. However, to get the most out of your social media presence it should include not only relevant details about your company, but be responsive to events and news that involves your field. Real-time event integration is a key strategy in today’s fast paced world of social media communication, and should be an essential component of your social media strategy.

If your marketing has already set up an automated schedule using Lead Liaison, then that’s good – they’ve laid the framework for a healthy social media presence. Your customers are informed of what is happening with your company, and that’s important. Real-time event integration isn’t something that exists beside a long term social media automation strategy, the two are intimately related and equals parts of one singular goal, becoming part of an active, engaged community. Let’s use the example of a trade show related to your company to see how real-time integration can reach a broader audience and stimulate new leads.

Reactive Real-Time Event Integration

If there’s an important trade show approaching in your industry, hopefully it is already being planned for as a part of your marketing team’s social media automation strategy. Announcements leading up to are a great way to demonstrate activity on various social media platforms. Once the event begins, make sure you are participating in the conversation. If you have a marketing representative attending, have them take pictures, and never forget the importance of hashtags to become part of a larger conversation. If a big announcement happens, be a part of it. Even if the announcement isn’t directly related to your company, it never hurts to be a part of the buzz.

Predictive Real-Time Event Integration

Not all real-time even integration has to be reactive, however. Your marketing team should also design posts that will go up at times when they will be seen by the largest number of potential leads and customers. By creating posts that encourage participation, such as a question about attendees’ favorite moments, a poll, or even a contest related to the show, you can engage lot of new contacts and increase your social media profile very effectively.

At the end of the day, your marketing team should be working on a real-time event integration social media strategy that is both predictive and reactive, and all of this should fall under the umbrella of your larger social media automation strategy. And make sure that all of your social media posts are landing on the appropriate platform, a 40 word tweet accompanied by a hashtag looks a lot more at home on Twitter than it does on LinkedIn.

With a little planning and an effective utilization of the social media automation tools that Lead Liaison places at your disposal, you’ll quickly see the benefits of an active social media presence. Visit our marketing automation blog to learn more about how you can get the most from your social media accounts.

Scheduling Your Social Posts Makes All The Difference

Scheduling Your Social Posts Makes All The DifferenceScheduling your social posts makes a ton of difference. In today’s landscape of digital communication, an active social media presence is essential for communicating with potential and existing customers. In order to create an active presence, however, your marketing team needs to be able to deliver quality social media content on a consistent schedule that is in line with everything else that is going on within your company. This can be difficult to do on the fly, and trying to do so can make it difficult for a marketing team to adhere to their overall strategy. In order to maximize the impact of your social media presence, you should consider scheduling your social media posts, and Lead Liaison’s social media automation tools make this a simple and straightforward process.

A Consistent Schedule Of Social Media Posts Yields Tangible Benefits

What kinds of benefits will you see after pursuing a social media post scheduling strategy? An active social media presence helps establish a connection with potential customers, and reassures your existing customers that your company is actively engaged with the services you provide. In addition, regular social media updates build an online presence by connecting not only with other users but also other businesses, giving your company a wider profile and making it visible to more potential customers. However, achieving these sorts of connections and a large presence takes time and continued engagement, all of which can be easily controlled by an automated posting schedule.

Lead Liaison provides tools that connect to all the major social media platforms, such as Twitter, LinkedIn and Facebook, and allows you to connect multiple accounts from each service. Our intuitive software lets you quickly decide on which platform every post your marketing department creates will be shown, helping you control the voice of each account while ensuring that crucial messages are delivered at the same time across all relevant social media services. In addition, our social media post queue, called the buffer, not only lets you post essentially on auto-pilot, but will let your team know when the buffer is low, helping you ensure an uninterrupted flow of social media activity.

Make Sure Your Team Remains Engaged

While posting on a consistent schedule on various social media platforms is an important part of an effective social media strategy, don’t think it’s the whole game. A crucial part of an engaging Twitter or Facebook account is the conversation that can occur between your customers. Make sure your team is making time to respond to activity on your various social media accounts, and make sure they stay aware of what is happening in your field and the world to make sure that automated posts don’t conflict with any important events or news.

By remembering these basic tenants of social media engagement and developing a coherent, automated schedule for social media postings, you’ll quickly see increased activity on social media and awareness from your customers and community. Remember to start scheduling your social posts! Visit Lead Liaison to find out more about how we can help engage your company on social media and the many other ways we can help automate your marketing capabilities.

Understanding Your Leads With Lead Liaison

Understanding Your Leads With Lead LiaisonIn order to both market effectively to your customers and enable your sales team to be able convert potential customers, you need to start understanding your leads, both on an individual scale and your lead database as a whole. After all, even the most skilled sales team can put up less than stellar conversion numbers if they are handed too many leads, or are not given the appropriate information to sell to promising leads. Lead Liaison incorporates a wide variety of features to help your marketing team gather information about your leads, and integrates this with features to communicate that information with the sales team.

Gather Information About Your Leads To Market Effectively

In order to learn whether your leads are ready to buy or receptive to your companies’ services, you need a way for your marketing team to gather information about them. Lead Liaison features many tools to help accomplish that. One of the most important ways to do this is with automatic lead scoring, which will score activities such as web form submissions, page views, video activity, document downloads and many other statistics, all of which can customized. In addition, Lead Liaison will connect to a lead’s social media profiles, pulling any pertinent data and adding it to their profile, helping you understand as much as possible about your leads.

All of this information is compiled into Lead Liaison’s hot lead dashboard, entitled Briefcase. This tool is designed to help your sales team interpret the data that your marketing team has gathered about leads, and will help your sales force be able to quickly access how warm any given lead is. These levels are based on a wide range of qualification factors, such as overall activity, buy signals and lead grade so the software can comb the entire database to eliminate duplicates, ensuring your sales reps never irritates a potential customer with over access.

Maintain A Relationship With All Leads, Cold Or Hot

Leads are not only potential customers when your marketing or sales team first comes in contact with them, and many of your potential leads may not be ready for the service you provide at the moment they enter your radar. In order to maximize these cold leads, and convert them into customers when the time is right, Lead Liaison has automated nurturing tools to open a conversation and keep your company present in a potential customer’s mind for when they do require your services. Our automated tools will continue to track a customer who may not be a warm lead yet, and will inform you if their pattern of behavior indicates that they could potentially become a candidate for conversion.

Lead Liaison offers many useful and efficient tools to help you, your marketing department and your sales team understand all of your leads information in order to help make sales. Visit our revenue generation blog and marketing automation resources page to learn more about how you can increase your business with Lead Liaison, and visit our website to learn more about how our software can help you gather information about your customers.

Integrate CRM And Marketing Automation For Best Results

Integrate CRM And Marketing Automation For Best ResultsThink your standalone CRM can drive your business? Try to integrate CRM and marketing automation for  best results. One of the great challenges of marketing in the new landscape of online business is the fact that while your prospective customers have every opportunity to inspect your business and services, your sales team has very few opportunities to learn about new leads. Sure, strategic marketing can certainly help you attract the clientele that will gain the most from your services, but unless a customer offers you information, your sales people are sometimes flying blind.

In order to give your sales force information on the customers that they are approaching, one of the most effective ways to obtain information is by using a CRM, such as Through these programs, you can gain information such as web visits, e-mail opens and video views to gain some insight into their interests and purchasing inclinations, giving your marketing and sales teams a degree of insight into the character of their leads. However, this still has an issue – all this data can be overwhelming, and isn’t entirely useful in cold, hard blocks. The solution? Integrating your CRM with marketing automation software, such as Lead Liaison.

Lead Liaison was designed from the ground up to integrate with CRMs, take the data provided, and deliver it into meaningful statistical representation of individual leads and your customer base as a whole. Integrating marketing automation software with a CRM means that all the data your sales team needs is contained in one easy to use interface, so your sales team will be able to move seamlessly from accessing the data they need to make sales.

Benefits of CRM and Marketing Integration

It pays dividends to integrate CRM and marketing automation. One of the primary functions of Lead Liaison is to use the data collected by a CRM, such as search terms used and total visits, and record them into a contact record within your CRM. Once this contact information is prepared, an algorithm compiling information such as geography, job title, and revenue is used to assign a lead grade and to tell your sales team how likely an individual is to be interested in purchasing your company’s product or services. This grade is used in conjunction with factors like buy signals on Lead Liaison’s hot lead dashboard, called Briefcase, where leads are given a lead score that helps your sales people make the sales your company needs.

Another great feature that is possible with the integration of a CRM with marketing automation software is lead nurturing. Just because a lead isn’t ready to purchase your services at the time of contact, it doesn’t mean they won’t ever be. Lead nurturing maintains a low level relationship with the customer with automated contact such as occasional e-mails, all while continuing to track the leads behavior through your CRM. If that lead exhibits behavior that indicates they may once again be interesting in your services, a sales member is alerted, so they can contact the customer.

This are just some of the great benefits that are possible with CRM and marketing automation. Visit Lead Liaison’s marketing automation resources on the web to find out about more.

Leading Marketing Automation Provider Brings Donation Management to Nonprofit Organizations

Lead Liaison Empowers Small to Mid-Sized Nonprofit Organizations (NPOs) with Complete Marketing Automation System to Grow their Business, Community and Donor Base

Allen, TX (PRWEB) March 31, 2015 – Lead Liaison, the leading provider of marketing automation software to the mid-market, has announced the availability of their donation and payment management system as part of their solution for marketing automation for nonprofits.

The software market for nonprofits is very fragmented with limited choices for small to mid-sized nonprofits. Today, a nonprofit has to cobble together different solutions for email marketing, donor management, social media, event marketing, etc. to form an effective solution. Larger, “heavy” nonprofit software packages geared for enterprise-level nonprofits aren’t a good option either. Most small to mid-sized nonprofits don’t have a need for volunteer management, auction management and other services that might be overkill. Many platforms for nonprofits, such as Blackbaud, Salsa Labs and the like, aren’t right-sized for small to mid-market nonprofits that can’t afford the hefty price tag.

Nonprofits share a few things in common, donors and communities. Donations are the lifeblood of nonprofits making it essential to accept, track and manage donations. In recognition of the market gap for a complete system that builds donor and community followers, Lead Liaison has integrated a robust, flexible donor management system with its leading marketing automation platform. The donation management system supports both one-time and recurring donations and integrates with over 30 payment gateways. Now, small to mid-sized nonprofits will benefit from having donation management in addition to Lead Liaison’s core marketing capabilities for socialemail, mobile and offline marketing to extend donor and community outreach and create long lasting relationships with donors. Read more about Lead Liaison’s marketing solution for nonprofits.

Lynn Rogers, Development and Community Relations Manager at Fossil Rim says:

“We’re always looking for better ways to serve our donor base. When I heard about Lead Liaison’s new donation management features, I thought it was a perfect fit for nonprofits. Fossil Rim is a growing nonprofit, we know first-hand that it’s important to have the right marketing tools to be successful. We’re excited about what Lead Liaison is doing. They’re making the process of accepting recurring and one-time donations super easy. Now, it’s simple to communicate with your donor base once you’re collecting and tracking all donor activity. Donation management is a crucial piece of functionality for nonprofits. When you tie that functionality into marketing automation you’ve got a powerful solution that can help any nonprofit.”

Alan Page, VP of Customer Success, adds:

“We understand our Revenue Generation Software platform is horizontally applicable. In other words, the technology spans multiple markets. We’re always thinking of ways to optimize the platform for specific applications. For this reason, we’ve introduced our donation management module. With a few button clicks, a nonprofit can build a payment collection form that supports over 30 payment gateways. We’ve worked with leading payment processor platforms such as Stripe, PayPal,, Worldpay and some 20+ others to enable acceptance of one-time and recurring donations. Nonprofits simply embed our form into their website and Lead Liaison begins tracking and managing all donations. When donations come in, we can trigger a series of multi-channel marketing actions, such as texts, emails, postcards, and much more (over 3,000 marketing items) as a follow-on from the donation. When the marketing arm of a nonprofit needs to reach back out to their donor base, its a 2-minute process since we keep a log of all donations.”

About Fossil Rim

Fossil Rim Wildlife Center is where Africa comes to Texas. The 1,800-acre preserve holds a 9.5 mile scenic drive where you can interact with over 1,100 rare and endangered animals roaming free in their herds. Stay in your car, reserve your spot on a guided tour, or even spend a night at Safari Camp or Lodge to see over 50 different species of wild animals including cheetahs, wolves, giraffes, rhinos and more. For more information on Fossil Rim visit

About Lead Liaison

Lead Liaison is a cloud-based sales and marketing automation solution that helps businesses accelerate sales by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales support with solutions such as a hot-lead dashboard, Buy Signals and a live ticker alert of businesses on the customer’s website. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Additionally, Lead Liaison provides content creation services leveraged for communication vehicles such as press releases, blog posts, emails, and posts on social media platforms. Lead Liaison is headquartered in Allen, Texas, near Dallas, and employs 22 people. For more information, visit or call 1-800-89-LEADS (895-3237).

Do You Know Which Leads Are More Likely To Become Customers?

Do you know which leads are  more likely to become customers?Do you know which leads are more likely to become customers? There’s nothing more exciting than a fresh new group of leads, all contacted through a successful marketing strategy and ready to be turned over to an eager sales staff. But as we all know an unfortunately small percentage of those leads, no how well they were acquired, will be ready to buy when they are contacted. So how do you know which leads are likely to become customers, and how do you help your staff contact those leads at the right time? Using a combination of tools available through Lead Liaison’s software and solutions you can help your marketing and sales staff capitalize on every opportunity.

Lead Liaison is able to offer these sorts of results by employing a variety of different approaches to information collection, analysis, and automated marketing solutions to keep leads engaged and accessible for the right moment for your team to make the sale. How does this work? It begins with the analysis of data gleaned from your website and other materials, which feeds into a sophisticated algorithm of lead grading and scoring to tell you’re sales team when a lead can be converted into a customer.


One of the basic principles of creating an automated marketing solution for your company is gathering and examining the data that customers bring to your marketing team through their activity on your website and with other materials. Actions like web form conversion, email opens and social media activity inform your marketing team of what is working with customers and helps sales better understand the interest of their leads.

Buy signals are a real-time system of alerts that will communicate with your sales team when a potential lead performs an activity that exhibits a good chance to make a sale, such as a time-sensitive email click through or web form submission.

Lead Grading

Lead grading is a vital technique in helping your marketing team identify ideal buyers. Lead Liaison’s lead grading algorithms take a variety of factors into account, including job title, industry, geography and revenue to determine whether or not they are a good match for your product or service and thus would make a likely sale. These qualifications are fully customizable, letting your team develop the ideal customer for your company.

Using the data compiled by the lead grading algorithms, Lead Liaison’s software scores individual leads, and passes this data on to your sales team. Using the hot lead dashboard, Briefcase, your sales team will have all the information they need to know when a lead is ready to buy and have the information they need to make the sale. Information such as buy signals, overall activity and lead grade is delivered into the engine to create a complete picture of your potential customers.

Lead Liaison’s tools for helping your team know which leads are more likely to be converted to customers don’t end there. Visit our marketing automation blog to learn more about practices such as lead nurturing, which helps you turn cold leads into warm one.


Marketing Automation Tools Every Company Should Be Using

Marketing Automation Tools Every Company Should Be UsingMarketing automation is far from a trendy phrase that businesses are using to create buzz. When marketing automation tools are implemented, lead nurturing skyrockets: an astounding 451% of companies see an increase in quality leads and 53% higher conversion rates. Marketing automation will also save you time, money, and stress and will condense many of your daily activities so your team can focus on more important tasks. Clearly, marketing automation is a solution that many businesses should be engaging. If you’re just now considering adding marketing automation, you may be overwhelmed in the sea of options. We’ve broken down a few marketing automation tools for you to consider.

Blog Content Management Systems

You’re probably familiar with this type of marketing automation system and don’t even know it. Popular blog content management systems include WordPress which is an active user community that has an enormous range of plugins available, all designed to help you create and manage a blog. Other options include Joomla and Drupal. Like WordPress, Joomla has an enormous interactive user community who can answer your questions or address concerns. Drupal is an additional option that is an open source CMS and is used to create blogs as well as enterprise applications.

Landing Pages and Lead Capture Forms

A landing page is a single web page, designed to be individual from your main web pages. In simpler terms, a landing page can be any web page that someone ‘lands’ on but it’s generally used for one main purpose: to guide users to convert. Some landing pages are ‘click-through’ which means your user will click a link through to another page. Typically, this page will be a descriptor page offering them more information about your products. Lead capture forms are often on the landing page: a place where users can submit their information for a Freemium trial, get a free sample, or request that the sales team call them back with more information. Truly, the lead capture form should be the focus of your landing page and its placement is important.

Contact Management and Lead Nurturing

The most popular contact management suites for midsized companies include Lead Liaison, which allows you to rank your website and sales team generated leads according to buying interest – making your leads all the more powerful and improving conversion rates. Some content management suites also allow you to manage your social media accounts and offer extensions that will make you even more automated – especially common and time-consuming tasks. You can even choose software that will track your interactions with potential customers, making it clear where they fall in the conversion funnel.

Email Marketing

Perhaps the most time-consuming and tedious task, automating your email marketing frees up a considerable amount of your time. Want to email all contacts that are about to exhaust their Freemium version? Email marketing automation can send out targeted communications and automated messages while also appearing to be customized to each receiver: this means that you’ll create a more personal relationship, which will hopefully lead to higher conversion rates.

This isn’t an inclusive list of all the marketing automation tools available but it is a good place to start. There are options that can automate some or all of your marketing. You just have to do your research and decide which one is right for your company and your customers!

Myths about Marketing Automation

Myths about Marketing AutomationWe’ve heard it all from companies about why they’re delaying their decision to use marketing automation. Myths about marketing automation get in the way of making logical decisions. We gathered our sales force and asked them, what are the myths you’re hearing from companies about marketing automation? The list went on and on, here’s a short list of objections to marketing automation that our sales force commonly runs into:

  • Waiting for website to be re-done
  • Not a priority right now (focused on sales right now)
  • Technologies changing (ERP, CRM, etc)
  • Not enough time to implement
  • Busy hiring salespeople and traveling
  • Downturn in economy/industry
  • Not ready to benefit from all functionality in the system
  • cost/competition

Let’s take a moment to address this:

Great Myths about Marketing Automation

One of the great failures in sales and marketing comes from a belief that you are not in a position to prepare for the future.   Marketing automation is a great example of an investment that you can make today in the future of your growth and sales success.

Here are five common reasons why people wrongly believe that they cannot tackle a program that will yield sales results within 30-90 days in most cases:

Myth # 1: Until my website is perfect, we can’t really benefit from marketing automation

Truth:  75-80% of the value of marketing automation has nothing to do with your website!  In fact, poor messaging on your website is MORE of a reason that you want to identify and nurture prospects who may not have given your brand enough time to truly understand what you do.

Myth #2 :  You need to spend a ton of time preparing strategies and focusing on marketing automation for it to be successful.

Truth: Some of the most successful users of marketing automation spend less than 15 minutes a week building and deploying content.  As an example, one Lead Liaison client was able to build a connection with 100s of prospects as a result of a message that took less than 20 minutes to create and deploy.  With historic sales and marketing approaches, it would have taken a dozen sales people a year to reach that many people.  Now those salespeople can focus on stage two messaging with more qualified prospects!

Myth #3 :  When shifting technology (CRM, ERP, etc) you should not use marketing automation because you will have to restart your efforts later.

Truth:  Unless you are using an all-in-one system (which we heavily discourage), a good marketing automation system will stand on its own.

Myth #4:  We are putting all our focus on the website, tradeshow, end-of-the quarter, etc.   We don’t have time for marketing automation.

Truth:  The fact that your company didn’t invest in marketing automation is precisely why you are working so hard to put out fires this quarter, and this will repeat itself next quarter as you make excuses for not acting now.   Furthermore, marketing automation can make your other efforts (like tradeshows) more effective and efficient.

Myth #5:  We are watching costs right now, so we are delaying our marketing automation program.

Truth:  If your organization isn’t striving to increase sales revenue and profitability, then you should shut down your doors right now.   Why would you invest in sales people, a marketing department, etc.. if you aren’t committed to making every penny of those investments matter?   Marketing automation tends to cost 10% to 20% of what a company pays for a single employee.  If you have 5 salespeople that you are paying for every day; but do not want to spend the extra 4% to make those people successful… you are putting your company at a huge competitive disadvantage.

Bottomline:  Implementing marketing automation is not a big deal.  It’s easy and scaleable.  Based on the simple premise that people buy more of the products and services that they know, trust, and feel are best supported.

Each month that you delay in implementing marketing automation is a day in which your competition creates a competitive advantage that could have been yours.  Such delays will result not only in a loss of existing business; but struggles to increase your revenue in the short-term and long-term.

Effectively Implementing Marketing Automation

Effectively Implementing Marketing Automation Often, the biggest challenge in effectively implementing marketing automation software to your repertoire of business tools is how to deliver messages that are appropriate to your audience while engaging leads. Marketing automation can help you reach a broader audience than other marketing strategies but it can be stressful software to implement and the concept can often seem overwhelming.

Decide What Your Goal Is

A successful marketing automation program really begins with a company deciding what they want to accomplish. Creating a plan for implementation before purchasing or even considering software is key for success. It’s easy to get carried away by all the excitement that good marketing automation can bring but you’ll need to set expectations to be really satisfied. If you really want to be successful at marketing automation, your sales and marketing teams will need to get on board with the plan and come to an agreement on how they will work together and what their roles will be. Starting with a Service Level Agreement (SLA) between sales and marketing is always a good first step.

With marketing automation, your marketing team’s new job will be to deliver the right message at the right time so you can engage your audience and nurture your leads. This means that marketing will be getting a new workload, probably from the sales team, and everyone will need to realize his or her new roles. Avoiding unwelcome surprises regarding workload, tasks, and interaction between teams will be easier if all these issues are discussed beforehand.

Start Small

It’s tempting to take your marketing automation software and throw everything into it but it might not be wise, especially at the beginning. Sometimes, less truly is more, and trying to include every feature of your marketing automation program right at the offset is more likely to set you back than push you forward. You’ll be in a much greater position if you start small, measure your successes and reevaluate your challenges, than you will be if you toss everything into the pot and hope for the best.

To get off on right foot effectively implementing marketing automation, think of your first full-fledged campaign as a trial run and learning experience will help mitigate any difficulties or disappointments. What you learn from your first sales and marketing campaign can help you learn what works and what doesn’t work for your next one. You also need to decide what exactly you’ll be automating. Do you have on the fly content that needs to be automated or are you looking for a more complex plan on creating, distributing, and re-employing your creative content? Don’t forget to include in your plans some action items for what should happen after the leads start coming in. You need to ensure you have a dedicated and knowledgeable sales team who can answer all your leads questions and concerns.

Keep in mind while you’re doing all of this that the process, planning, and implementation can be overwhelming. Remember that your investment into marketing automation isn’t just your monthly or quarterly subscription, but it’s also the time you put into the software and the data it produces.