Your Marketing Automation Checklist - Epikso Now that you know that Marketing Automation is essential for your business, you should plan your next step well ahead. In order to do the same you need a checklist just to cross verify your requirements and make sure that you are on the right track. In accordance with the same we have built you a marketing automation checklist which will strengthen your knowledge and satisfy your requirements. Below mentioned are some of the most common and necessary business requirements. Proceed to sync-in your requirements with the points mentioned below.
Lead Nurturing This term refers to the process of developing relationships with buyers and customers throughout the sales funnel with the intention of creating a lifelong relationship. The goal is to influence future decisions and build a long-term partnership between you and your customers.
Lead Filter Automated Program Customer Retention
CRM Integration CRM and marketing automation were born to work together. Marketing automation features that integrate seamlessly with customer relationship management platforms make for a powerful combination. Your marketing efficiency will never be the same with the automatic syncing of custom objects and fields between the two with simple integration capabilities.
Lead History Simple Integration
Lead Management Capturing leads in order to generate marketing opportunities is another expected marketing automation capability. This capability allows users to convert anonymous website visitors into leads by customizing landing pages with capture forms to entice leads to enter their information.
Lead Capturing
Campaign Management At the core of marketing automation are various marketing campaigns. Marketing campaigns can manage a range of campaign types across various channels. The goal is to send your customers the right information at the right time via the right channel to get them interested in your product or organization. Campaign management involves the planning, execution, tracking and analysis of these campaigns. Make sure campaign management within your platform supports both inbound marketing and outbound campaigns.
Marketing Campaigns Assign Multiple Assets Collaboration
Landing Pages Landing pages are what your customers see when they click on a link or advertisement. Marketing automation applications automatically forward lead details from these landing pages and other critical information to the sales team as soon as a prospect completes the information form. If this is a requirement of yours, make sure you select a landing page builder that isn’t just flexible and easy to use, but also mobile-friendly.
Designed Templates Sales Lead Conversion
Email Marketing Email marketing is a very valuable channel for marketing campaigns. It includes activities like sending emails to enhance customer relationships, acquire new customers, distribute advertisements and make sales. Tracking these campaigns can provide ROI information, as well as track visitor engagement and other customer data. Make sure that your marketing automation plan has a majority of these functionalities.
Email Marketing Pre-scheduling
Social Marketing Social media marketing is an ever-expanding tool for marketers in the modern age. It involves the use of social media platforms to promote a product or service. Companies can engage with a range of stakeholders through social media marketing, including current and potential customers, current and potential employees, journalists, bloggers, and the general public. A marketing automation solution allows this content to be generated, scheduled and analyzed from the same platform.
Social Media Marketing Social Engagement
Lead Scoring Lead scoring is often a sought after but challenging functionality to master in marketing automation. It is the process of ranking prospects against various scales and metrics to determine their perceived value to your organization. This helps prioritize which leads to focus on, and in what order. It does this by allowing users to utilize customizable qualifiers. Lead scoring should come out of the box of any good platform as it can make a huge difference to your lead management process when set-up correctly.
Lead Scoring Customizable Qualifiers
Visitor Tracking This allows users to identify companies by IP, then to further identify individuals’ activities on your site was a common practice then and now. Visitor tracking is an element of web analytics and involves the analysis of visitor behavior on a website or landing page. Visitor tracking should be not only standard within your marketing automation software, but you should also be able to segment your database upon those tracked activities.
Visitor Reports
Reporting and Analytics Business intelligence tools like reporting and analytics are crucial to any business. Business intelligence (BI) is a process for collecting and analyzing data, then presenting that data in actionable visualizations. Make sure to verify the specific reporting capabilities of a marketing automation solution before you purchase.
Reporting Analytics Email Reports
Google AdWords Visibility Integration with AdWords is very useful for better calculating ROI on your PPC spend. If AdWords is core to your marketing efforts, pick a platform that has a decent integration with it. Marketing automation tools should allow users to go beyond simple cost-per-click reporting available from Google AdWords. They can highlight marketers’ ability to leverage known visitor data and anonymous visitor data captured during every AdWords-generated website visit.
AdWords Results
Mobile Devices Marketers working on mobile devices in coffee shops want to be able to manage their campaigns. They should be able to expect that kind of flexibility, and marketing automation vendors are catering to it. Most marketing automation software offers native mobile apps or mobile browser-accessible versions of their service to allow users to unchain themselves from the desktop.
Mobile Access
Security You’ve got some options for deployment that can impact your data security: on-premise or in the cloud. There are some security measures you should look for no matter your deployment. Data encryption, single sign-on, role-based access and high-grade 2048-bit certificates are all elements you should expect from your software.
Customer Data Protection
Did we make it really quick on this MAP checklist? Did it help you in attaining a better understanding? These were just some basic checkpoints to rev up your basic knowledge. Was this checklist helpful? Do write us back at info@epikso.com