Ch. 2: What to look for in marketing automation tools
What marketing automation software does
Get to know your prospects and what they’re looking for. Learn who they are, what role they play (for B2B marketers), what their pain points are, and how you can help. A common technique is to set up a lead capture page (that is, a landing page). Lead capture pages often ask visitors for something in exchange for a reward. For example, a user may be asked to enter her email address, zip code, and job title in exchange for a downloadable e-book or white paper, an entry to a sweepstakes raffle, or a promotional coupon or discount code.
Lead scoring and management
Use demographics, behavioral data, and other prospect information to separate hot leads from “just browsing.” Route leads into nurture and drip campaigns based on their qualifications. Every company scores leads a little differently, but the main goal is to identify the most promising leads for your organization at a given time or for a given campaign. A lead score assesses the activities that a prospect has engaged with on your website, for example, downloaded a datasheet, watched a demo video, or filled out a contact form. A lead grade is assigned by demographic information, such as industry, title, company information, or market size. The combination of the lead score and grade will signal to marketing and sales who’s hot and ready to purchase, and who needs more nurturing via a drip campaign.
Sending one-off emails every two weeks is not the way to nurture leads, especially in the long sales cycles of the B2B world. Automated nurturing lets you track engagement with your emails, website, and other properties, and use that data to drip-feed the right content at the right times along each prospect’s journey.
One product sheet does not fit all. Draft copy, design emails and social media posts, and craft customized assets, all within your marketing automation platform. Content management systems also handle tagging and organizing of assets for repurposing across multiple formats and locations, so that you only need to upload an image or an asset once, and it runs everywhere. A content management system within your marketing automation platform also makes updating assets a breeze: Replacing the existing file with an updated one ensures that images and assets will be up to date across all campaigns, no matter how old or recent, so that links and images don’t render broken.
A hot prospect just signed up for your newsletter? Great! Now create a new lead for them in your CRM. Let the software guide them into the appropriate drip or nurture campaign, send a welcome message, and track engagement. While you’re at it, let the software also gather behavioral data and alert your sales team when the prospect is active on your channels. Marketing automation platforms that integrate with CRM do the grunt work for you.
Analytics and reporting
When your marketing is automated, it’s easy to capture tons of data. Let your marketing automation platform take the next step and crunch the numbers for you, yielding insights and alerts to help you tweak active campaigns and more effectively plan new ones. If your marketing and CRM are integrated, it’s also a snap to tie ROI directly back to campaigns and other marketing activities using closed-loop reporting.