4 Critical Steps for Successful Marketing Automation Implementation

Man in a business suit.

In the world of digital marketing, there's an easy way to do things and there's a time-consuming, money-wasting, hard way to do things. And as a savvy marketer, you probably like to do things the easy way, right?

And that includes marketing automation.

Digital marketing utilizes several different platforms, all with slightly different audiences, content types, and goals to see success. It also utilizes several different types of advertising, several different platforms to pull insights and analytics from, and several different tools to maintain a full online presence.

But you know this. You're chest deep in these tools every single day, pulling analytics, taking a look at performance, working to increase engagement, clicks, and conversions, and more.

You need a break, and probably a refill on coffee as well.

Or, you need to automate some of your tasks. In order to create successful marketing automation implementation for your duties as a digital marketer, there are a few things you need to do.

1. Decide what to automate.

There are so many different marketing tasks that can be automated to make your job as marketer easier. But not every single one of them will be necessary or cost effective. Some software essential for automating can be costly, so it's important to weigh the time it takes to see if it does make more sense to pay for automation software, or if you'll need to take care of the task yourself.

Here are a few tasks that can be automated at least partially:

  • Email marketing
  • Social media marketing
  • Data analytics
  • Retargeting
  • Lead generation
  • Lead nurturing
  • User onboarding

As a general rule, anything repetitive, time-consuming, or that can be started by setting off a trigger is a pretty good candidate for an automated task.

2. Choose the correct marketing automation software.

There are so many different tools out there to help you automate your tasks. For example, Zapier is a powerful, low-cost tool that can help you connect your marketing software in a way that works for your campaigns and your business processes.

You need to decide if you want to utilize an overhead tool like Zapier that can connect multiple software together in automated "zaps" or if you want to invest in specialized automation software for specific digital marketing avenues and tasks.

Two men working at a desktop computer.

3. Don't bite off more than you can chew.

Some marketing software is so incredibly robust that in addition to the actual cost of the software, you have to consider the man hours it's going to take you or someone on your team to set it up, or even if you're going to have to bring in a specialist to get the automations running the way your business needs them.

If you're working with a small marketing team and/or a small budget, try to opt for a smaller product that won't require as much time and effort.

4. Start simple and build from there.

Get started with marketing automation by automating your simplest tasks. Things like lead generation automation, where you're connecting your opt-in forms to your CRM so you don't have to manually pull form submissions. Then you can create a welcome email automation. From there you can create an email marketing funnel, and you can add trigger links into your emails.

Email marketing offers countless automation possibilities.

Automate the simplest things, see what becomes your new tasks, then work on automating those. Sure, having new marketing tools and automation software is exciting, but you don't want to dive in too deep without having a plan and really testing the waters first.

Successful marketing automation implementation is a one step at a time kind of process. It's important to make a plan, research to figure out which software will help with that plan, and start small. If you're ready to dive into your data analytics software and automations, check out a free demo of what ReachForce can do for your business.

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