The common challenge for marketers, entrepreneurs, and businesses is staying on top of daily tasks and responsibilities or industry developments. It can feel like a juggling act when we’re switching our focus from ensuring our customers are being attended to properly, to generating leads and creating new campaigns.
Thankfully, these tasks don’t require manual handling all of the time.
There is a better way to save time, and effort, and still deliver world-class results.
The way of automation.
What is marketing automation?
To simplify it down to the bare minimum: marketing automation refers to softwarethat automates repetitive activities and streamlines workflows.
Marketing automation helps to reduce stress by speeding things up and freeing up more time that can be spent growing the business.
Bottom-line, for any business with an online presence, automation has become essential.
The benefits of marketing automation
The foundational benefit of marketing automation is how it collects and uses data to deliver better customer experiences and drive business strategies.
Marketing automation software is built on CRM (customer relationship management) systems that store all of the data on contacts and their activity.
For example, a customer visits your landing page offering a free 7-day trial and they sign-up.
On the 5th day of the trial, they receive a personalised email citing the customer’s name (personal) and the body of the email talks about the customer’s most-used features (relevant) to upsell the post-trial subscription.
Let’s say the customer doesn’t buy immediately but the CRM software can see that they opened and read the email.
They also clicked through to the pricing plan page and this is where the customer backed out.
On the 6th day, another email goes out, again with the customer’s name and relevant copy but knowing that they’re hesitant to commit, the email also includes a timed offer for the paid subscription (targeted).
In a perfect world, this is usually enough to convert that customer at this stage.
On the other hand, if they don’t buy, the software has collected enough data for retargeting with ads and other forms of marketing.
This helps you form marketing strategies around the most relevant customer types.
Data, such as page visits, link clicks, location and buying preferences is organised and segmented so you know who to target with the most relevant marketing.
From the customer’s perspective, they’re receiving marketing that appeals to them, making them feel valued and improving the overall experience.
Running around the office, pinging out countless emails or jumping on Zoom calls three times a day does nothing for productivity.
Automation removes the data silos between marketing, design and sales teams.
With all of the team’s data saved to central storage, tasks can be assigned more quickly and hand-offs are instantaneous.
More agile, more productive, more successful.
4. Navigate complex marketing strategies
If we think about the customer journey again for a moment and imagine all the different stages they have to pass through, it can be a complex web.
The image above shows an example of a drip campaign.
A drip campaign allows you to send out pre-written emails based on either timing, how the customer responds or a change in status.
In the example above, we trigger the start of the journey shown here as a welcome notification.
Depending on whether the customer opens this email, it prompts the next email and what content will be included.
We can then follow this process through to the end, it’s pretty straightforward but even in this simplified example, imagine having to do this manually with thousands of customers.
It would simply take too much time.
Now let’s go one further and include some more common marketing communications:
Rather than sorting the data manually, it will rank your best prospects depending on what actions they take.
This could be opening an email, downloading an ebook, making an enquiry and so on.
Lead scoring removes the guesswork and human error by prioritising your most valuable leads.
Businesses use this data to determine which leads are warmest and who they need to focus on.
4. Real-time visitor tracking
The only thing better than knowing that a customer looked at your website, is knowing exactly when.
And every time after.
Visitor tracking is a fantastic tool for marketers as it measures the intent of their customers.
If you know when a person has visited your website, or more specifically which page, you can tailor ads and other marketing communications to their needs.
This added level of insight means more personalisation and better targeting.
Which again, leads to improved customer experiences and higher conversions as a business.
Other examples of marketing automation
So let’s recap what we know so far. Marketing automation is great for:
Companies are pretty much expected to have daily, if not multiple posts per day.
Creating, scheduling and publishing continual content can quickly eat away at your day.
Fortunately, social media automation is here to help.
From scheduling to posting on multiple social media platforms to setting responses to queries and/or comments, a lot can be achieved with automation.
Building a loyal, engaged audience on social media still requires that human element so don’t think of automation as a replacement but it certainly helps free up time that can be spent engaging with your followers and promoting brand strength.
Mobile marketing automation
This does for mobile, what automation does for email.
Segment customers for increased personalisation and ad targeting
Gain deeper analytical insights
Run A/B tests
Real-time engagement and automation triggers
Automation is a marketer’s best friend
Marketers have plenty to do and even more to keep on top of.
To-do lists run amuck across marketing departments and utilising software to facilitate your goals is a very good thing indeed!
Automation helps to reduce stress, streamline processes and make light work of complicated data-driven strategies.
It also helps the most important person in the equation, the customer.
Marketing automation allows teams to place the customer experience at the centre of their attention and deliver value-driven, targeted communications that enable growth.
So, it's time to automate your marketing strategies!