If you are considering using Marketing Automation Software then most likely, you are about to set course on a change that will revolutionise the way you do business and ultimately bring growth to your company. But before you start, you are going to need to make one very difficult decision, which is to decide what marketing automation software you are going to use. To compare marketing automation software or marketing automation apps as they are better known, you will either need to spend many hours sifting through the different benefits on each of the marketing automation websites or you can approach an expert marketing automation team to assist you with the correct software selection.
It is important to understand that not all marketing automation softwares are created equal. Depending on the industry you are in and the way you like to do business will depend on the automation software you choose.
Next, you will need to decide on your budget as there are both cheap automation softwares and expensive automation softwares and everything in between. You may also find that there are Freemium software options that allow the user to sign up to basic software automation while they learn how it works and then upgrade to a paid plan later once they are sure they have found the right plan. While this offers some security in terms of spending money, it can still cost you a great deal of your time going from one software to another while you find pitfalls and weaknesses in each.
Being that I have been through this process for several of my clients, I would like to point out here that there are a couple of very good options with respect to automation that I would like to help you find to save you conservable hours sifting through the options.
But before I help you pick the correct software for you, it is important that you realise that even once you have selected the appropriate software for your business that you have an expert on board to help you set the software up. While basic functions are relatively easy to achieve within the software itself for even beginner users, the real benefit of using marketing automation software is in its ability to integrate with several other app types.
App examples include:
The reality is that a good marketing automation software should be the cornerstone to which your entire marketing efforts and technology strategy revolves around. Before you commence planning for your automation software, it is critical that you map out the entire customer flow that you would like both potential customers, existing customers, and past customers to travel through. Imagine your business is simply the perfect company designed to take care of just one client, how would you treat this client, what would you do on a daily basis to take care of them, when would you educate them, how often would you educate them, what would you educate them on, what different options would you give them to interact with you, and how would you allow a transaction to take place?
Once you understand exactly how you wish to use your marketing automation software, then you can begin to select which software meets your needs.
One of the most important things that almost every company should have is a CRM. A CRM or Client Relationship Management software is designed to manage the client details and the history of every client in your business. Therefore, it makes sense that your marketing automation software is also your CRM. While this is true, there are many automation softwares that work independently from your CRM and these may be ideal for those that are already using an existing CRM and are happy with its performance.
Most of my clients, however, prefer to engage with a marketing automation software that is a little more holistic and can offer CRM, marketing communication, sales pipeline management, webpage management, customer service management and ticketing all in one central place.
Myself, I prefer a software that is all encompassing because it gives staff and other stakeholders the ability to have transparency across the entire enterprise at a single glance.
If your business is one that is relatively linear (meaning that every customer travels through a very similar process) then a Kanban system might be ideal for you. A Kanban system allows you to build a customer flow of stages that every client will go through.
For example, the first stage in your Kanban system might be "new lead". Every customer that comes in contact with your brand would appear in the new lead section. From here, your staff can drag the client’s details across the Kanban to the next stage as they progress in the client life cycle. For example, the second stage in the Kanban might be "lead contacted". Once the lead has been contacted, it can be moved here. Each stage in the client life cycle has a different name and marketing automation will allow you to set actions based on what stage in the Kanban the client is up to. For example, you might like to send somebody a reminder about payment when they are at the project completed stage for more than seven days without an invoice being paid. Another example might be that 14 days after an invoice remains unpaid, a director of the company could be notified by SMS to speak to accounts about the unpaid invoice.
Marketing automation is not just about speaking with customers but also about designing actions and reactions to the customer life cycle for all stakeholders to ensure that the company has success from its technology architecture.
So, which automation software can give you a Kanban-type management systems combined with a CRM and a full suite of integratable features that will allow you to do pretty much anything in business? The answer is, there are many that claim they will be able to do this but only a handful that actually can. Only a few of these are actually affordable for small businesses only a few are easy to use and high quality.
Contact me if you would like me to introduce you to the perfect marketing automation software for your industry and save yourself a LOT OF TIME, MONEY AND HEARTACHE, however find below a link to the top 4 marketing automation systems that most owners investigate as part of their due diligence into which system they like.
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