Alexa Secrets of Marketing and Business Automation with ConvergeHub CRM

5 Secrets of Marketing and Business Automation with ConvergeHub CRM

Productivity | by Patricia Jones
Marketing and Business Automation

The more your business can cultivate leads and succeed in creating long-term relationships even before your prospects are ready to purchase your products or services, the more likely you are to win your lead’s approval and thereby increase your sales pipeline’s conversion rate.
To help cultivate and nurture leads to move through the marketing funnel you need marketing and business automation software which helps you to take the tedious work out of connecting with leads as they move through the customer journey. Nevertheless, marketing and business automation should not be dealt with a “set-it-and-forget-it” manner. Since for correct utilization of marketing and business automation you are required to properly setup and maintain the objective of your marketing campaigns to achieve specific objectives and goals.

On average 51% of companies are currently using Marketing automation. With more than half of B2B companies (58%) plan to adopt the technology.-Emailmonday Click To Tweet

Let us take a look at 5 secrets of successful marketing and business automation below:

#1.  Prepare and Organize Your CRM

Make sure that you clean your CRM database since it will synchronize with your marketing and business automation software. Hence, if your database has a lot of outdated or duplicate information, you are sure to land up with a bad problem on your hand.  Always go through your CRM database, clean up the names of your contacts, delete duplicate entries, and associate contacts with the right accounts.

#2.  Validate Email Addresses

Another vital step in making business and marketing automation software work for you is to verify all the email addresses in your CRM’s database. For this, you can run all your email addresses through an email verification service and fix the emails those are not approved. In several instances, these are small errors that can be easily fixed (i.e., gmil and gamil to gmail). In other circumstances, you may find many emails those that may no longer be active. So be careful about deleting them before importing your emails into your marketing and business automation platform.

#3. Get Everyone on Board

Before doing your marketing campaigns using business and marketing automation software, address how the software will affect your marketing and sales processes. Will it change the way your leads are presently assigned? Will it take the place of your sales outreach strategies? For this, you need to check out with the other resources in your business, including your IT department, webmaster, marketing and creative team leads, SEO team, and your CRM administrator. Since, to make your business and marketing automation software work most efficiently, you need the help of these teams with tasks such as creating contents, make email authentication, track codes, and integrate the software, if it is a third-party application with your CRM database.

Take to your automation provider if you are not sure with the answers, but answer questions early on, so that you can you can fetch the maximum from your business and marketing automation system.

#4. Test, Analyze and Update

When your business and marketing automation system is up and running, it is necessary that you continue to test and analyze the output of the software. Every aspect of your lead nurturing and marketing campaigns to your lead scoring can be a lot improved when you are aware what results you are expecting to see out of the software. Therefore, by testing, analyzing and updating the results, you can make the necessary corrections and create better strategies for your business growth.

#5. Continue Education

We are sure like most of us; you will not learn everything about business and marketing automation and its best practices in your first few months. Therefore, in order to continue getting the most from your business and marketing automation experience, you must continue to educate you staffs and yourself on the latest updates and best practices and more. There are several places wherefrom you can find this information, which includes forums, webinars, and user groups of the software.

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Business and Marketing automation is a wonderful tool that can easily bring success to your business. We are sure that by following the above tips, you will be well on your way to accomplish a successful business and marketing automation experience.

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