How to get the most out of marketing automation

How to integrate your platform with marketing automation

Getting a new marketing automation software up and running can feel overwhelming for small businesses.

For that reason it’s necessary to break up it’s implementation into smaller more manageable pieces.

When it comes to marketing automation for small businesses, you MUST plan, know what implementation steps make sense, and know what to expect as you get each step done..

In this article, we give you an outline of the steps to take to implement marketing automation.

The 1st step it to set your goals

You must understand what you want your marketing automation to achieve for you. It’s not just “more sales”. There are smaller incremental goals you hit on the way to (or more accurately that enable) the more sales.

Marketing automation software helps small businesses in the following ways.

Map out your sales funnel

Your sales funnel is (or at least should be) the opposite of the decision process your customers go through in the process of becoming customers. You understand how people buy from you (not why, but how). You flip that over and it’s your sales funnel.

Each step of the sales funnel requires conversion from people at the prior step.

Define these important 3-5 (maybe 6) conversion goals and define what action you want people to take at each step.

Integrate your marketing automation software with your CRM

Implementing a marketing automation tool simply means reducing your need for other different tools you may be using.  But to get the most out of your marketing automation tool, you really must integrate it with your CRM.

Consult an expert and attend training

Marketing automation software has a multitude of options, programs, and integrations to choose from.

But how do you know which to use and where to focus?

Get necessary tips and strategies from an expert. Attend training from experts to get the most out of your marketing automation tool. The key here is to have a source to go to who can answer the questions you have. This may be the marketing automation system vendor or may be other outside experts.

Make the most out of your marketing automation software

So how do get the most out of your marketing automation?

By getting it done one step at a time with a focus on getting things implemented and constant improvements.

Learn more here about generating leads online…

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