Those who have paid attention now know the most important facts about marketing automation, the reasons to get started and how to choose a package. Time to actually get to work. Here’s the well-known question, ‘where do I start?’ Don’t panic (not yet anyway), the following actions will help you implement marketing automation:
Action 1: developing your strategy
Start working out the strategy. You should have already determined the reason why you want to use marketing automation. Now it’s time to go into more detail and determine what you want to achieve with the software and how. Start small and build up slowly. Also keep an eye on the aforementioned buyer journey and personas .
Action 2: Prepare internal stakeholders
Prepare the internal stakeholders for the implementation. Explain how the selected package works, what the options are and how the implementation will take shape. Be sure Chief VP Operations Email Lists to ask for input from those involved, such as marketing and sales staff. They will soon have to start working with the software, so what works for them? This determines the design of the software.
Action 3: Train marketing and sales staff
Train the marketing and possibly sales staff who will work with the software in its use.
Action 4: Enable IT
Engage IT to install the software step by step and process the necessary forms and links in the website.
Action 5: Set up lead scoring and lead grading
Set up lead scoring and lead grading based on your ideal prospect.
Action 6: setting up data and information fields
Before you start with lead generation, make sure that all data and information fields are arranged neatly and satisfactorily.
Action 7: Import list of leads and prospects
If desired, existing leads and prospects can be transferred to the new system. You do this by first making an export from the old system and then importing this list into the new system.
Action 8: Building Workflows
Build workflows in collaboration with content marketers and follow the steps your customer goes through in the purchase process.
Action 9: Create the first download form
The time has finally come to create your first download form and link a follow-up process to it. Think about who should receive notifications of new leads, which workflow they are assigned to and when they are forwarded to sales.
Action 10: keep optimizing
Let the leads flow in and keep optimizing!
Future-proof lead generation
The moral of this story, marketing automation is much more than just a marketing tool. It is an essential part of future-proof lead generation. While it may not be the easiest software to start with at first glance, it’s definitely worth delving into.
From the most important functionalities to concrete steps to get started with marketing automation: we have set out the broad outline for you in this article, the rest is up to you. If you have any questions or if something is not clear, let us know in the comments!
