#leadconnector

[sheryllsblog]

What Marketing Campaigns Mean and How Can Arete Automation Help?

Any company that wants to connect with its target market and accomplish its marketing objectives must invest in marketing initiatives. However, planning and managing marketing initiatives can be challenging and time-consuming. Arete Automation comes into play here.

Arete Automation is an effective marketing platform that makes it simple to design and run marketing campaigns, monitor their performance, and access many resources to assist you in achieving your goals. Businesses of all sizes may use Arete Automation to engage with their target markets and develop campaigns that motivate them to take action.

You need a marketing platform like Arete Automation if you want to engage with your target audience and accomplish your marketing objectives. This user-friendly platform makes it simple to build and manage marketing programs, monitor their effectiveness, and access a wealth of tools to support you in achieving your goals. Businesses of all sizes may use Arete Automation to engage with their target markets and develop campaigns that motivate them to take action.

How to Use Arete Automation to Create a Successful Marketing Plan

Are you trying to figure out how to make a marketing strategy that will work? If so, you might want to think about using Arete Automation. You can accomplish your marketing objectives with the effective marketing platform Arete Automation. You can quickly develop, track, and optimize your marketing initiatives using Arete Automation l. You can also readily evaluate your outcomes. Additionally, Arete Automation offers you the resources and tools to develop effective marketing campaigns. Read on to discover more about Arete Automation’s marketing strategy if you want to build a successful marketing campaign.

Let’s first examine what constitutes an effective marketing strategy.

A strong marketing strategy includes the following essential components:

1. Identify your marketing objectives — Establishing an effective marketing strategy begins with identifying your goals. What do your marketing strategies want to accomplish? Do you want to boost brand recognition, produce leads, or enhance sales? Setting concrete, quantifiable goals that will enable you to monitor and evaluate your progress is possible after you are clear on what you want to accomplish.

2. Find out who your target market is by researching them. Who are your marketing campaigns’ intended customers? What needs and wants are there among people? Why do they do it? Your ability to establish marketing initiatives that are both effective and relevant to your target market will depend on your ability to do so.

3. Choose the appropriate marketing channels — The third stage is choosing the proper ones. You can use various online and offline marketing techniques to connect with your target market. Consider your goals, target market, and budget when deciding which channels are best for your company. After that, try out a few different channels to see which ones are most effective for you.

4. Create magnetic content: The fourth phase involves creating engaging content. Your content should be relevant to and valuable to your target audience. Your material should also be well-written and interesting to attract readers and encourage them to take action.

5. Promote your content — Promoting your material is the fifth step. Once you’ve produced excellent content, you need to expose it to your intended audience. Your website, social networking platforms, email marketing, and other internet channels can be a medium to promote your content.

6. Assess your outcomes — The last step is to assess your results. It will allow you to evaluate your marketing initiatives’ success and recommend improvements. Monitor your website’s traffic, leads, and sales to gauge your success. Additionally, get client feedback to determine what your campaigns worked and didn’t.

You can design an effective marketing strategy that will assist you in reaching your business objectives by using the methods listed below.

How to Use Arete Automation to Reach Your Target Audience

Let’s look at how Arete Automation can assist you in connecting with your target audience now that you know the components of a successful marketing strategy. As we’ve already mentioned, Arete Automation is a powerful marketing platform that gives you the materials and tools you need to build effective marketing campaigns. You can quickly develop, track, and optimize your marketing initiatives using Arete Automation. You can also readily evaluate your outcomes. Additionally, Arete Automation enables you to segment your audience for more precise targeting.

Making customized and targeted content is one of the finest strategies to engage your target audience. Arete Automation allows you to divide your audience into various categories, enabling you to accomplish this. By doing this, you may produce material that appeals to each demographic and distribute it via their preferred channels. Arete Automation further gives you solid tools for managing and developing your content. These tools make it simple to produce high-quality content that interests and converts your target market.

Email marketing is a fantastic method of reaching your target market. Arete Automation gives you the tools to design stunning and successful email campaigns to find and engage your target audience. Additionally, you can customize your email campaigns with the Arete Automation segmentation function so that each recipient sees pertinent communications. Your email marketing will be more successful and have a greater conversion rate.

To sum up, Arete Automation is a powerful marketing platform that may assist you in connecting with your target market and achieving your professional objectives. You can quickly generate targeted and tailored content using Arete Automation, monitor your results and improve the effectiveness of your campaigns. Check out Arete Automation immediately if you’re seeking a strategy to advance your marketing.

Arete Automation Alternative

Many companies are switching from these platforms to Arete Automation due to the low cost and simplicity when comparing Arete Automation to Hubspot, ActiveCampaign, and Clickfunnels. A wise substitution for these other platforms is Arete Automation.

The Verdict

According to our Arete Automation review, Arete Automation is the only option if you search for an all-in-one platform to manage your sales and marketing initiatives. As we share our Arete Automation review, we want to emphasize that the system offers all the tools required to get going, including email marketing, lead management, and set up Arete Automation assistance. Do keep in mind that it can be a little intimidating at first. Due to its extensive functionality, there is a steep learning curve. But we have overcome that learning curve and are ready to assist!

To find out more about how we can assist you in creating a profitable online presence for your company, get in touch with us immediately. You may use our platform to generate more leads and sales with the assistance of our experts to set up your account and get going.

Here at ARETE AUTOMATION, you can reach out to more people and grow your network without having to do too much.

SIGN UP TODAY! www.areteautomation.com

#areteautomation #digitalmarketing #marketingautomation

#leadconnector #smallbusiness

[chroniclesofnellieann]

What Marketing Campaigns Mean and How Can Arete Automation Help?

Any company that wants to connect with its target market and accomplish its marketing objectives must invest in marketing initiatives. However, planning and managing marketing initiatives can be challenging and time-consuming. Arete Automation comes into play here.

Arete Automation is an effective marketing platform that makes it simple to design and run marketing campaigns, monitor their performance, and access many resources to assist you in achieving your goals. Businesses of all sizes may use Arete Automation to engage with their target markets and develop campaigns that motivate them to take action.

You need a marketing platform like Arete Automation if you want to engage with your target audience and accomplish your marketing objectives. This user-friendly platform makes it simple to build and manage marketing programs, monitor their effectiveness, and access a wealth of tools to support you in achieving your goals. Businesses of all sizes may use Arete Automation to engage with their target markets and develop campaigns that motivate them to take action.

How to Use Arete Automation to Create a Successful Marketing Plan

Are you trying to figure out how to make a marketing strategy that will work? If so, you might want to think about using Arete Automation. You can accomplish your marketing objectives with the effective marketing platform Arete Automation. You can quickly develop, track, and optimize your marketing initiatives using Arete Automation l. You can also readily evaluate your outcomes. Additionally, Arete Automation offers you the resources and tools to develop effective marketing campaigns. Read on to discover more about Arete Automation’s marketing strategy if you want to build a successful marketing campaign.

Let’s first examine what constitutes an effective marketing strategy.

A strong marketing strategy includes the following essential components:

1. Identify your marketing objectives — Establishing an effective marketing strategy begins with identifying your goals. What do your marketing strategies want to accomplish? Do you want to boost brand recognition, produce leads, or enhance sales? Setting concrete, quantifiable goals that will enable you to monitor and evaluate your progress is possible after you are clear on what you want to accomplish.

2. Find out who your target market is by researching them. Who are your marketing campaigns’ intended customers? What needs and wants are there among people? Why do they do it? Your ability to establish marketing initiatives that are both effective and relevant to your target market will depend on your ability to do so.

3. Choose the appropriate marketing channels — The third stage is choosing the proper ones. You can use various online and offline marketing techniques to connect with your target market. Consider your goals, target market, and budget when deciding which channels are best for your company. After that, try out a few different channels to see which ones are most effective for you.

4. Create magnetic content: The fourth phase involves creating engaging content. Your content should be relevant to and valuable to your target audience. Your material should also be well-written and interesting to attract readers and encourage them to take action.

5. Promote your content — Promoting your material is the fifth step. Once you’ve produced excellent content, you need to expose it to your intended audience. Your website, social networking platforms, email marketing, and other internet channels can be a medium to promote your content.

6. Assess your outcomes — The last step is to assess your results. It will allow you to evaluate your marketing initiatives success and recommend improvements. Monitor your website’s traffic, leads, and sales to gauge your success. Additionally, get client feedback to determine what your campaigns worked and didn’t.

You can design an effective marketing strategy that will assist you in reaching your business objectives by using the methods listed below.

How to Use Arete Automation to Reach Your Target Audience

Let’s look at how Arete Automation can assist you in connecting with your target audience now that you know the components of a successful marketing strategy. As we’ve already mentioned, Arete Automation is a powerful marketing platform that gives you the materials and tools you need to build effective marketing campaigns. You can quickly develop, track, and optimize your marketing initiatives using Arete Automation. You can also readily evaluate your outcomes. Additionally, Arete Automation enables you to segment your audience for more precise targeting.

Making customized and targeted content is one of the finest strategies to engage your target audience. Arete Automation allows you to divide your audience into various categories, enabling you to accomplish this. By doing this, you may produce material that appeals to each demographic and distribute it via their preferred channels. Arete Automation further gives you solid tools for managing and developing your content. These tools make it simple to produce high-quality content that interests and converts your target market.

Email marketing is a fantastic method of reaching your target market. Arete Automation gives you the tools to design stunning and successful email campaigns to find and engage your target audience. Additionally, you can customize your email campaigns with the Arete Automation segmentation function so that each recipient sees pertinent communications. Your email marketing will be more successful and have a greater conversion rate.

To sum up, Arete Automation is a powerful marketing platform that may assist you in connecting with your target market and achieving your professional objectives. You can quickly generate targeted and tailored content using Arete Automation, monitor your results and improve the effectiveness of your campaigns. Check out Arete Automation immediately if you’re seeking a strategy to advance your marketing.

Arete Automation Alternative

Many companies are switching from these platforms to Arete Automation due to the low cost and simplicity when comparing Arete Automation to Hubspot, ActiveCampaign, and Clickfunnels. A wise substitution for these other platforms is Arete Automation.

The Verdict

According to our Arete Automation review, Arete Automation is the only option if you search for an all-in-one platform to manage your sales and marketing initiatives. As we share our Arete Automation review, we want to emphasize that the system offers all the tools required to get going, including email marketing, lead management, and set up Arete Automation assistance. Do keep in mind that it can be a little intimidating at first. Due to its extensive functionality, there is a steep learning curve. But we have overcome that learning curve and are ready to assist!

To find out more about how we can assist you in creating a profitable online presence for your company, get in touch with us immediately. You may use our platform to generate more leads and sales with the assistance of our experts to set up your account and get going.

Here at ARETE AUTOMATION, you can reach out to more people and grow your network without having to do too much.

SIGN UP TODAY! www.areteautomation.com

#leadconnector #smallbusiness

Credits: Joan Arciga

Published: August 04, 2022

Source: https://medium.com/@webautomation17/what-marketing-campaigns-mean-and-how-can-arete-automation-help-d3aaa3c6fa17

[ej-sblog]

What Marketing Campaigns Mean and How Can Arete Automation Help?

Any company that wants to connect with its target market and accomplish its marketing objectives must invest in marketing initiatives. However, planning and managing marketing initiatives can be challenging and time-consuming. Arete Automation comes into play here.

Arete Automation is an effective marketing platform that makes it simple to design and run marketing campaigns, monitor their performance, and access many resources to assist you in achieving your goals. Businesses of all sizes may use Arete Automation to engage with their target markets and develop campaigns that motivate them to take action.

You need a marketing platform like Arete Automation if you want to engage with your target audience and accomplish your marketing objectives. This user-friendly platform makes it simple to build and manage marketing programs, monitor their effectiveness, and access a wealth of tools to support you in achieving your goals. Businesses of all sizes may use Arete Automation to engage with their target markets and develop campaigns that motivate them to take action.

How to Use Arete Automation to Create a Successful Marketing Plan

Are you trying to figure out how to make a marketing strategy that will work? If so, you might want to think about using Arete Automation. You can accomplish your marketing objectives with the effective marketing platform Arete Automation. You can quickly develop, track, and optimize your marketing initiatives using Arete Automation l. You can also readily evaluate your outcomes. Additionally, Arete Automation offers you the resources and tools to develop effective marketing campaigns. Read on to discover more about Arete Automation’s marketing strategy if you want to build a successful marketing campaign.

Let’s first examine what constitutes an effective marketing strategy.

A strong marketing strategy includes the following essential components:

1. Identify your marketing objectives — Establishing an effective marketing strategy begins with identifying your goals. What do your marketing strategies want to accomplish? Do you want to boost brand recognition, produce leads, or enhance sales? Setting concrete, quantifiable goals that will enable you to monitor and evaluate your progress is possible after you are clear on what you want to accomplish.

2. Find out who your target market is by researching them. Who are your marketing campaigns’ intended customers? What needs and wants are there among people? Why do they do it? Your ability to establish marketing initiatives that are both effective and relevant to your target market will depend on your ability to do so.

3. Choose the appropriate marketing channels — The third stage is choosing the proper ones. You can use various online and offline marketing techniques to connect with your target market. Consider your goals, target market, and budget when deciding which channels are best for your company. After that, try out a few different channels to see which ones are most effective for you.

4. Create magnetic content: The fourth phase involves creating engaging content. Your content should be relevant to and valuable to your target audience. Your material should also be well-written and interesting to attract readers and encourage them to take action.

5. Promote your content — Promoting your material is the fifth step. Once you’ve produced excellent content, you need to expose it to your intended audience. Your website, social networking platforms, email marketing, and other internet channels can be a medium to promote your content.

6. Assess your outcomes — The last step is to assess your results. It will allow you to evaluate your marketing initiatives’ success and recommend improvements. Monitor your website’s traffic, leads, and sales to gauge your success. Additionally, get client feedback to determine what your campaigns worked and didn’t.

You can design an effective marketing strategy that will assist you in reaching your business objectives by using the methods listed below.

How to Use Arete Automation to Reach Your Target Audience

Let’s look at how Arete Automation can assist you in connecting with your target audience now that you know the components of a successful marketing strategy. As we’ve already mentioned, Arete Automation is a powerful marketing platform that gives you the materials and tools you need to build effective marketing campaigns. You can quickly develop, track, and optimize your marketing initiatives using Arete Automation. You can also readily evaluate your outcomes. Additionally, Arete Automation enables you to segment your audience for more precise targeting.

Making customized and targeted content is one of the finest strategies to engage your target audience. Arete Automation allows you to divide your audience into various categories, enabling you to accomplish this. By doing this, you may produce material that appeals to each demographic and distribute it via their preferred channels. Arete Automation further gives you solid tools for managing and developing your content. These tools make it simple to produce high-quality content that interests and converts your target market.

Email marketing is a fantastic method of reaching your target market. Arete Automation gives you the tools to design stunning and successful email campaigns to find and engage your target audience. Additionally, you can customize your email campaigns with the Arete Automation segmentation function so that each recipient sees pertinent communications. Your email marketing will be more successful and have a greater conversion rate.

To sum up, Arete Automation is a powerful marketing platform that may assist you in connecting with your target market and achieving your professional objectives. You can quickly generate targeted and tailored content using Arete Automation, monitor your results and improve the effectiveness of your campaigns. Check out Arete Automation immediately if you’re seeking a strategy to advance your marketing.

Arete Automation Alternative

Many companies are switching from these platforms to Arete Automation due to the low cost and simplicity when comparing Arete Automation to Hubspot, ActiveCampaign, and Clickfunnels. A wise substitution for these other platforms is Arete Automation.

The Verdict

According to our Arete Automation review, Arete Automation is the only option if you search for an all-in-one platform to manage your sales and marketing initiatives. As we share our Arete Automation review, we want to emphasize that the system offers all the tools required to get going, including email marketing, lead management, and set up Arete Automation assistance. Do keep in mind that it can be a little intimidating at first. Due to its extensive functionality, there is a steep learning curve. But we have overcome that learning curve and are ready to assist!

To find out more about how we can assist you in creating a profitable online presence for your company, get in touch with us immediately. You may use our platform to generate more leads and sales with the assistance of our experts to set up your account and get going.

Here at ARETE AUTOMATION, you can reach out to more people and grow your network without having to do too much.

SIGN UP TODAY! www.areteautomation.com

#areteautomation #digitalmarketing #marketingautomation

#leadconnector #smallbusiness

[mariamajesticblogs]

Increase Lead Conversions With a Marketing Automation Audit

When was the last time you conducted a marketing automation audit? If your contacts are not converting to qualified leads, your marketing automation may be out of sync with the needs of your potential buyers. Improve your lead conversions with a marketing automation audit that uncovers missteps and gaps in your marketing content and lead nurturing.

What is a Marketing Automation Audit?

A marketing automation audit is an evaluation of your contact database, lead scoring system, marketing workflows, lead nurturing emails, and reporting. The purpose of a marketing automation audit is to determine whether or not your contact segmentation, lead scoring, workflows, and emails are moving contacts through your pipeline and helping you meet your marketing goals.

Marketing automation is essential to running successful inbound marketing campaigns. Well-run marketing automation not only helps you meet your marketing goals, it ensures your buyers enjoy a positive experience with your brand. Over time, your brand and your knowledge of your buyers will evolve. Your segmentation, content, and marketing workflows need to change as well.

If your contacts are not receiving the right content to help them move through the marketing and sales pipeline, it may be because:

Your brand messaging changed

You learned more about your buyers’ needs, but your segmentation is not aligned

You created more targeted content as you learned more about your buyers, but don’t use it in your lead nurturing

Your lead scoring doesn’t reflect your buyers’ behavior

Broken links and outdated content stop leads from moving forward

With all the moving parts in marketing automation, workflow errors are bound to happen. Regular marketing automation audits will help you spot errors and fix them quickly so you can continue delivering the right messaging and content to your buyers at the right time.

How Can a Marketing Automation Audit Improve Lead Conversions?

The goal of marketing automation is to leverage technology to move contacts through your marketing funnel from interested visitor to purchaser. Delivering the right content and the right time in your buyer’s journey warms up their interest in your product or service and helps them make a decision to purchase. A marketing automation audit ensures you are leveraging technology and data on your buyers and their needs to move them from contact to lead.

Completing the audit and making the necessary adjustments to your marketing automation system will enable you to:

Gather the necessary information on your contacts

Put your contacts in the right lifecycle stage buckets

Use tracking to determine contacts’ interest and engagement with your website and content

Deliver content to help qualified leads make a purchasing decision

Move qualified leads to either Sales or a purchase page

How to Conduct a Marketing Automation Audit

Before you begin auditing your marketing automation workflows, it’s helpful to gather data to pinpoint areas of concern. Statistics that indicate there may be issues include:

Low conversion rates or inability to track conversions

Low email open rates

High email bounce rate

High unsubscribe rate

Inaccurate data on leads in each lifecycle stage

Inaccurate lead scoring

Based on the data gathered, determine where you need to focus your marketing automation audit. This may include evaluating the following checkpoints in your marketing workflows:

Forms

Review the forms you are using to collect contacts, including forms on your landing pages and any pop-up forms used on your website. Make sure all your forms are working properly and are directing new contacts to the correct page after submittal. If your forms trigger an automated email reply, make sure the email reflects your current branding and opportunities to engage with you further. Ensure there are no broken links in your email replies.

Are you collecting all of the information you need from contacts, including information that will help you segment contacts based on interests and needs? Is the amount of information you are gathering aligned with their stage in the buyers’ journey? A blog subscription form will typically ask for name and email. Subscribers are generally not ready to give more information and may be deterred by lengthier forms. Downloading a case study, on the other hand, indicates the contact is considering your service or product. Contacts at this stage are willing to provide more details about themselves, such as their company, role, and interests.

Database Segmentation

Segmenting your contact database into subsets based on your buyer persona profiles enables more efficient and effective targeting. Audit your segmented lists to determine whether or not they are still relevant. You may have lists that were developed for one-time campaigns. To keep your lists current, archive any lists that are no longer used.

You may have lists that require a criteria update. Perhaps your lead scoring has changed over time. Look at the parameters for inclusion in your lists and make sure they are still relevant. Make changes as needed.

Segmentation can be streamlined by allowing your contacts to self-select their interests or by adding contacts to lists based on behavior monitoring and lead scoring. Set up workflows that add contacts to lists based on interest, behavior, and lead scoring criteria.

Lead Scoring and Workflows

Lead scoring moves your leads through your contact lifecycle stages and helps qualify leads for your sales team. Over time, you will learn more about your leads and the behavior that signals their interest in your product and readiness to engage further with your company. Also consider that you may add new ways for prospects to engage with you such as webinars, email campaigns, and resource downloads. Inevitably, your scoring criteria will change and your workflows will need to be updated to reflect those changes.

Review your content and the buyer personas and buying stage that each piece serves. Make sure you are delivering the right content to the right people based on their persona and lead score. You may need to edit your triggers and automation rules.

Conversion Points and Tracking

Are your contacts converting from contact to qualified lead at the expected conversion points? If your conversion rates are low, evaluate any issues with the content, timing, and messaging that are preventing contacts from moving through your sales funnel.

Metrics to track and analyze include:

CTA clicks

Form submission rates on landing pages

Open and click rates on emails

Demo requests

Content Delivery

Aligning your content to your contacts’ customer journey is essential to marketing automation success. Automating email workflows triggered by list, lifecycle stage, or lead scoring is at the core of marketing automation. During your audit, make sure you have set up your workflows to deliver content that answers your prospects’ questions based on their current lifecycle stage and leads them to engage deeper with your brand. If you notice that leads consistently drop off at a certain point in your funnel, evaluate the content you are delivering at that point in their journey and align it with their needs.

As your brand matures, you may find that some content assets outperform others. Look at CTA click rates and landing page form submission rates to determine which assets perform best. Also, analyze click-through rates within your eBooks and guides to determine whether or not your contacts are engaging further while reading the content.

It’s common to have an abundance of awareness-stage content and fewer consideration-stage and decision-stage content pieces. Where are your content gaps? Make sure you have consideration-stage and decision-stage content to offer your leads to help them develop trust in your brand.

Email Marketing

Marketing automation software enables email drip campaigns to be sent to contacts. It’s crucial to evaluate the performance of your email campaigns regularly so you can make adjustments as needed. Look at your email open and click-through rates. They will indicate whether or not your emails are well-designed, use effective subject lines, and include engaging copy. A/B testing subject lines, copy, and calls-to-action in your emails can help you refine your email marketing campaigns.

If you notice a low open rate or high bounce rate on your emails, they may be landing in your subscribers’ spam folders.

Another item to check in your marketing automation audit is email frequency. How often are you emailing your contacts? Do different segments receive emails at different frequencies? If your emails are underperforming, consider optimizing the frequency and timing of your emails.

If you currently don’t send a welcome email sequence to your new contacts, consider automating a SOAP sequence that focuses on building a relationship with your new prospect, creating trust as well as interest in your brand.

Contact Database

The goal of marketing automation is to help you connect with engaged prospects and nurture your relationship with them before, during, and after they make a purchase. If you notice a low engagement rate on your emails, the issue could be poor database hygiene. If your list is bloated with contacts that have hard bounced or who are no longer interested and have disengaged from your email campaigns, it will affect your email metrics.

HubSpot explains, “Email senders with high rates of opens and clicks look more trustworthy to email security filters. And most email accounts, including Gmail, automatically filter out emails that recipients aren’t opening or clicking.” Learn how to improve your email deliverability here. It’s a good practice to cull your contact list periodically and archive or remove any contacts that have not engaged with your emails in recent months.

How Often Should You Conduct a Marketing Automation Audit?

A marketing automation audit is not a one-and-done event. Make it part of your quarterly marketing performance analysis to identify issues and gaps that are preventing you from optimizing your lead conversions.

Credits by: Rhonda Bavaro

Date: Jun 3, 2021

Source: https://www.smamarketing.net/blog/increase-leads-with-marketing-automation-audit

[norimeanewsletter]

Increase Lead Conversions With a Marketing Automation Audit

When was the last time you conducted a marketing automation audit? If your contacts are not converting to qualified leads, your marketing automation may be out of sync with the needs of your potential buyers. Improve your lead conversions with a marketing automation audit that uncovers missteps and gaps in your marketing content and lead nurturing.

What is a Marketing Automation Audit?

A marketing automation audit is an evaluation of your contact database, lead scoring system, marketing workflows, lead nurturing emails, and reporting. The purpose of a marketing automation audit is to determine whether or not your contact segmentation, lead scoring, workflows, and emails are moving contacts through your pipeline and helping you meet your marketing goals.

Marketing automation is essential to run successful inbound marketing campaigns. Well-run marketing automation not only helps you meet your marketing goals, but it also ensures your buyers enjoy a positive experience with your brand. Over time, your brand and your knowledge of your buyers will evolve. Your segmentation, content, and marketing workflows need to change as well.

If your contacts are not receiving the right content to help them move through the marketing and sales pipeline, it may be because:

Your brand messaging changed

You learned more about your buyers’ needs, but your segmentation is not aligned

You created more targeted content as you learned more about your buyers, but don’t use it in your lead nurturing

Your lead scoring doesn’t reflect your buyers’ behavior

Broken links and outdated content stop leads from moving forward

With all the moving parts in marketing automation, workflow errors are bound to happen. Regular marketing automation audits will help you spot errors and fix them quickly so you can continue delivering the right messaging and content to your buyers at the right time.

How Can a Marketing Automation Audit Improve Lead Conversions?

The goal of marketing automation is to leverage technology to move contacts through your marketing funnel from interested visitors to purchasers. Delivering the right content and the right time in your buyer’s journey warms up their interest in your product or service and helps them make a decision to purchase. A marketing automation audit ensures you are leveraging technology and data on your buyers and their needs to move them from contact to lead.

Completing the audit and making the necessary adjustments to your marketing automation system will enable you to:

Gather the necessary information on your contacts

Put your contacts in the right lifecycle stage buckets

Use tracking to determine contacts’ interest and engagement with your website and content

Deliver content to help qualified leads make a purchasing decision

Move-qualified leads to either Sales or a purchase page

How to Conduct a Marketing Automation Audit

Before you begin auditing your marketing automation workflows, it’s helpful to gather data to pinpoint areas of concern. Statistics that indicate there may be issues include:

Low conversion rates or inability to track conversions

Low email open rates

High email bounce rate

High unsubscribe rate

Inaccurate data on leads in each lifecycle stage

Inaccurate lead scoring

Based on the data gathered, determine where you need to focus your marketing automation audit. This may include evaluating the following checkpoints in your marketing workflows:

Forms

Review the forms you are using to collect contacts, including forms on your landing pages and any pop-up forms used on your website. Make sure all your forms are working properly and are directing new contacts to the correct page after submittal. If your forms trigger an automated email reply, make sure the email reflects your current branding and opportunities to engage with you further. Ensure there are no broken links in your email replies.

Are you collecting all of the information you need from contacts, including information that will help you segment contacts based on interests and needs? Is the amount of information you are gathering aligned with their stage in the buyers’ journey? A blog subscription form will typically ask for your name and email. Subscribers are generally not ready to give more information and may be deterred by lengthier forms. Downloading a case study, on the other hand, indicates the contact is considering your service or product. Contacts at this stage are willing to provide more details about themselves, such as their company, role, and interests.

Database Segmentation

Segmenting your contact database into subsets based on your buyer persona profiles enables more efficient and effective targeting. Audit your segmented lists to determine whether or not they are still relevant. You may have lists that were developed for one-time campaigns. To keep your lists current, archive any lists that are no longer used.

You may have lists that require a criteria update. Perhaps your lead scoring has changed over time. Look at the parameters for inclusion in your lists and make sure they are still relevant. Make changes as needed.

Segmentation can be streamlined by allowing your contacts to self-select their interests or by adding contacts to lists based on behavior monitoring and lead scoring. Set up workflows that add contacts to lists based on interest, behavior, and lead scoring criteria.

Lead Scoring and Workflows

Lead scoring moves your leads through your contact lifecycle stages and helps qualify leads for your sales team. Over time, you will learn more about your leads and the behavior that signals their interest in your product and readiness to engage further with your company. Also consider that you may add new ways for prospects to engage with you such as webinars, email campaigns, and resource downloads. Inevitably, your scoring criteria will change and your workflows will need to be updated to reflect those changes.

Review your content and the buyer personas and buying stage that each piece serves. Make sure you are delivering the right content to the right people based on their persona and lead score. You may need to edit your triggers and automation rules.

Conversion Points and Tracking

Are your contacts converting from contact to qualified leads at the expected conversion points? If your conversion rates are low, evaluate any issues with the content, timing, and messaging that are preventing contacts from moving through your sales funnel.

Metrics to track and analyze include:

CTA clicks

Form submission rates on landing pages

Open and click rates on emails

Demo requests

Content Delivery

Aligning your content to your contacts’ customer journey is essential to marketing automation success. Automating email workflows triggered by list, lifecycle stage, or lead scoring is at the core of marketing automation. During your audit, make sure you have set up your workflows to deliver content that answers your prospects’ questions based on their current lifecycle stage and leads them to engage deeper with your brand. If you notice that leads consistently drop off at a certain point in your funnel, evaluate the content you are delivering at that point in their journey and align it with their needs.

As your brand matures, you may find that some content assets outperform others. Look at CTA click rates and landing page form submission rates to determine which assets perform best. Also, analyze click-through rates within your eBooks and guides to determine whether or not your contacts are engaging further while reading the content.

It’s common to have an abundance of awareness-stage content and fewer consideration-stage and decision-stage content pieces. Where are your content gaps? Make sure you have consideration-stage and decision-stage content to offer your leads to help them develop trust in your brand.

Email Marketing

Marketing automation software enables email drip campaigns to be sent to contacts. It’s crucial to evaluate the performance of your email campaigns regularly so you can make adjustments as needed. Look at your email open and click-through rates. They will indicate whether or not your emails are well-designed, use effective subject lines, and include an engaging copy. A/B testing subject lines, copy, and calls-to-action in your emails can help you refine your email marketing campaigns.

If you notice a low open rate or high bounce rate on your emails, they may be landing in your subscribers’ spam folders.

Another item to check in your marketing automation audit is email frequency. How often are you emailing your contacts? Do different segments receive emails at different frequencies? If your emails are underperforming, consider optimizing the frequency and timing of your emails.

If you currently don’t send a welcome email sequence to your new contacts, consider automating a SOAP sequence that focuses on building a relationship with your new prospect, creating trust as well as interest in your brand.

Contact Database

The goal of marketing automation is to help you connect with engaged prospects and nurture your relationship with them before, during, and after they make a purchase. If you notice a low engagement rate on your emails, the issue could be poor database hygiene. If your list is bloated with contacts that have hard bounced or who are no longer interested and have disengaged from your email campaigns, it will affect your email metrics.

HubSpot explains, “Email senders with high rates of opens and clicks look more trustworthy to email security filters. And most email accounts, including Gmail, automatically filter out emails that recipients aren’t opening or clicking.” Learn how to improve your email deliverability here. It’s a good practice to cull your contact list periodically and archive or remove any contacts that have not engaged with your emails in recent months.

How Often Should You Conduct a Marketing Automation Audit?

A marketing automation audit is not a one-and-done event. Make it part of your quarterly marketing performance analysis to identify issues and gaps that are preventing you from optimizing your lead conversions.

Credits by: Rhonda Bavaro

Date: Jun 3, 2021

Source: https://www.smamarketing.net/blog/increase-leads-with-marketing-automation-audit

[paolos83blog]

Increase Lead Conversions With a Marketing Automation Audit

When was the last time you conducted a marketing automation audit? If your contacts are not converting to qualified leads, your marketing automation may be out of sync with the needs of your potential buyers. Improve your lead conversions with a marketing automation audit that uncovers missteps and gaps in your marketing content and lead nurturing.

What is a Marketing Automation Audit?

A marketing automation audit is an evaluation of your contact database, lead scoring system, marketing workflows, lead nurturing emails, and reporting. The purpose of a marketing automation audit is to determine whether or not your contact segmentation, lead scoring, workflows, and emails are moving contacts through your pipeline and helping you meet your marketing goals.

Marketing automation is essential to running successful inbound marketing campaigns. Well-run marketing automation not only helps you meet your marketing goals, it ensures your buyers enjoy a positive experience with your brand. Over time, your brand and your knowledge of your buyers will evolve. Your segmentation, content, and marketing workflows need to change as well.

If your contacts are not receiving the right content to help them move through the marketing and sales pipeline, it may be because:

Your brand messaging changed

You learned more about your buyers’ needs, but your segmentation is not aligned

You created more targeted content as you learned more about your buyers, but don’t use it in your lead nurturing

Your lead scoring doesn’t reflect your buyers’ behavior

Broken links and outdated content stop leads from moving forward

With all the moving parts in marketing automation, workflow errors are bound to happen. Regular marketing automation audits will help you spot errors and fix them quickly so you can continue delivering the right messaging and content to your buyers at the right time.

How Can a Marketing Automation Audit Improve Lead Conversions?

The goal of marketing automation is to leverage technology to move contacts through your marketing funnel from interested visitor to purchaser. Delivering the right content and the right time in your buyer’s journey warms up their interest in your product or service and helps them make a decision to purchase. A marketing automation audit ensures you are leveraging technology and data on your buyers and their needs to move them from contact to lead.

Completing the audit and making the necessary adjustments to your marketing automation system will enable you to:

Gather the necessary information on your contacts

Put your contacts in the right lifecycle stage buckets

Use tracking to determine contacts’ interest and engagement with your website and content

Deliver content to help qualified leads make a purchasing decision

Move qualified leads to either Sales or a purchase page

How to Conduct a Marketing Automation Audit

Before you begin auditing your marketing automation workflows, it’s helpful to gather data to pinpoint areas of concern. Statistics that indicate there may be issues include:

Low conversion rates or inability to track conversions

Low email open rates

High email bounce rate

High unsubscribe rate

Inaccurate data on leads in each lifecycle stage

Inaccurate lead scoring

Based on the data gathered, determine where you need to focus your marketing automation audit. This may include evaluating the following checkpoints in your marketing workflows:

Forms

Review the forms you are using to collect contacts, including forms on your landing pages and any pop-up forms used on your website. Make sure all your forms are working properly and are directing new contacts to the correct page after submittal. If your forms trigger an automated email reply, make sure the email reflects your current branding and opportunities to engage with you further. Ensure there are no broken links in your email replies.

Are you collecting all of the information you need from contacts, including information that will help you segment contacts based on interests and needs? Is the amount of information you are gathering aligned with their stage in the buyers’ journey? A blog subscription form will typically ask for name and email. Subscribers are generally not ready to give more information and may be deterred by lengthier forms. Downloading a case study, on the other hand, indicates the contact is considering your service or product. Contacts at this stage are willing to provide more details about themselves, such as their company, role, and interests.

Database Segmentation

Segmenting your contact database into subsets based on your buyer persona profiles enables more efficient and effective targeting. Audit your segmented lists to determine whether or not they are still relevant. You may have lists that were developed for one-time campaigns. To keep your lists current, archive any lists that are no longer used.

You may have lists that require a criteria update. Perhaps your lead scoring has changed over time. Look at the parameters for inclusion in your lists and make sure they are still relevant. Make changes as needed.

Segmentation can be streamlined by allowing your contacts to self-select their interests or by adding contacts to lists based on behavior monitoring and lead scoring. Set up workflows that add contacts to lists based on interest, behavior, and lead scoring criteria.

Lead Scoring and Workflows

Lead scoring moves your leads through your contact lifecycle stages and helps qualify leads for your sales team. Over time, you will learn more about your leads and the behavior that signals their interest in your product and readiness to engage further with your company. Also consider that you may add new ways for prospects to engage with you such as webinars, email campaigns, and resource downloads. Inevitably, your scoring criteria will change and your workflows will need to be updated to reflect those changes.

Review your content and the buyer personas and buying stage that each piece serves. Make sure you are delivering the right content to the right people based on their persona and lead score. You may need to edit your triggers and automation rules.

Conversion Points and Tracking

Are your contacts converting from contact to qualified lead at the expected conversion points? If your conversion rates are low, evaluate any issues with the content, timing, and messaging that are preventing contacts from moving through your sales funnel.

Metrics to track and analyze include:

CTA clicks

Form submission rates on landing pages

Open and click rates on emails

Demo requests

Content Delivery

Aligning your content to your contacts’ customer journey is essential to marketing automation success. Automating email workflows triggered by list, lifecycle stage, or lead scoring is at the core of marketing automation. During your audit, make sure you have set up your workflows to deliver content that answers your prospects’ questions based on their current lifecycle stage and leads them to engage deeper with your brand. If you notice that leads consistently drop off at a certain point in your funnel, evaluate the content you are delivering at that point in their journey and align it with their needs.

As your brand matures, you may find that some content assets outperform others. Look at CTA click rates and landing page form submission rates to determine which assets perform best. Also, analyze click-through rates within your eBooks and guides to determine whether or not your contacts are engaging further while reading the content.

It’s common to have an abundance of awareness-stage content and fewer consideration-stage and decision-stage content pieces. Where are your content gaps? Make sure you have consideration-stage and decision-stage content to offer your leads to help them develop trust in your brand.

Email Marketing

Marketing automation software enables email drip campaigns to be sent to contacts. It’s crucial to evaluate the performance of your email campaigns regularly so you can make adjustments as needed. Look at your email open and click-through rates. They will indicate whether or not your emails are well-designed, use effective subject lines, and include engaging copy. A/B testing subject lines, copy, and calls-to-action in your emails can help you refine your email marketing campaigns.

If you notice a low open rate or high bounce rate on your emails, they may be landing in your subscribers’ spam folders.

Another item to check in your marketing automation audit is email frequency. How often are you emailing your contacts? Do different segments receive emails at different frequencies? If your emails are underperforming, consider optimizing the frequency and timing of your emails.

If you currently don’t send a welcome email sequence to your new contacts, consider automating a SOAP sequence that focuses on building a relationship with your new prospect, creating trust as well as interest in your brand.

Contact Database

The goal of marketing automation is to help you connect with engaged prospects and nurture your relationship with them before, during, and after they make a purchase. If you notice a low engagement rate on your emails, the issue could be poor database hygiene. If your list is bloated with contacts that have hard bounced or who are no longer interested and have disengaged from your email campaigns, it will affect your email metrics.

HubSpot explains, “Email senders with high rates of opens and clicks look more trustworthy to email security filters. And most email accounts, including Gmail, automatically filter out emails that recipients aren’t opening or clicking.” Learn how to improve your email deliverability here. It’s a good practice to cull your contact list periodically and archive or remove any contacts that have not engaged with your emails in recent months.

How Often Should You Conduct a Marketing Automation Audit?

A marketing automation audit is not a one-and-done event. Make it part of your quarterly marketing performance analysis to identify issues and gaps that are preventing you from optimizing your lead conversions.

Credits by: Rhonda Bavaro

Date: Jun 3, 2021

Source: https://www.smamarketing.net/blog/increase-leads-with-marketing-automation-audit

[tech-and-life-bean]

Increase Lead Conversions With a Marketing Automation Audit

When was the last time you conducted a marketing automation audit? If your contacts are not converting to qualified leads, your marketing automation may be out of sync with the needs of your potential buyers. Improve your lead conversions with a marketing automation audit that uncovers missteps and gaps in your marketing content and lead nurturing.

What is a Marketing Automation Audit?

A marketing automation audit is an evaluation of your contact database, lead scoring system, marketing workflows, lead nurturing emails, and reporting. The purpose of a marketing automation audit is to determine whether or not your contact segmentation, lead scoring, workflows, and emails are moving contacts through your pipeline and helping you meet your marketing goals.

Marketing automation is essential to running successful inbound marketing campaigns. Well-run marketing automation not only helps you meet your marketing goals, it ensures your buyers enjoy a positive experience with your brand. Over time, your brand and your knowledge of your buyers will evolve. Your segmentation, content, and marketing workflows need to change as well.

If your contacts are not receiving the right content to help them move through the marketing and sales pipeline, it may be because:

Your brand messaging changed

You learned more about your buyers’ needs, but your segmentation is not aligned

You created more targeted content as you learned more about your buyers, but don’t use it in your lead nurturing

Your lead scoring doesn’t reflect your buyers’ behavior

Broken links and outdated content stop leads from moving forward

With all the moving parts in marketing automation, workflow errors are bound to happen. Regular marketing automation audits will help you spot errors and fix them quickly so you can continue delivering the right messaging and content to your buyers at the right time.

How Can a Marketing Automation Audit Improve Lead Conversions?

The goal of marketing automation is to leverage technology to move contacts through your marketing funnel from interested visitor to purchaser. Delivering the right content and the right time in your buyer’s journey warms up their interest in your product or service and helps them make a decision to purchase. A marketing automation audit ensures you are leveraging technology and data on your buyers and their needs to move them from contact to lead.

Completing the audit and making the necessary adjustments to your marketing automation system will enable you to:

Gather the necessary information on your contacts

Put your contacts in the right lifecycle stage buckets

Use tracking to determine contacts’ interest and engagement with your website and content

Deliver content to help qualified leads make a purchasing decision

Move qualified leads to either Sales or a purchase page

How to Conduct a Marketing Automation Audit

Before you begin auditing your marketing automation workflows, it’s helpful to gather data to pinpoint areas of concern. Statistics that indicate there may be issues include:

Low conversion rates or inability to track conversions

Low email open rates

High email bounce rate

High unsubscribe rate

Inaccurate data on leads in each lifecycle stage

Inaccurate lead scoring

Based on the data gathered, determine where you need to focus your marketing automation audit. This may include evaluating the following checkpoints in your marketing workflows:

Forms

Review the forms you are using to collect contacts, including forms on your landing pages and any pop-up forms used on your website. Make sure all your forms are working properly and are directing new contacts to the correct page after submittal. If your forms trigger an automated email reply, make sure the email reflects your current branding and opportunities to engage with you further. Ensure there are no broken links in your email replies.

Are you collecting all of the information you need from contacts, including information that will help you segment contacts based on interests and needs? Is the amount of information you are gathering aligned with their stage in the buyers’ journey? A blog subscription form will typically ask for name and email. Subscribers are generally not ready to give more information and may be deterred by lengthier forms. Downloading a case study, on the other hand, indicates the contact is considering your service or product. Contacts at this stage are willing to provide more details about themselves, such as their company, role, and interests.

Database Segmentation

Segmenting your contact database into subsets based on your buyer persona profiles enables more efficient and effective targeting. Audit your segmented lists to determine whether or not they are still relevant. You may have lists that were developed for one-time campaigns. To keep your lists current, archive any lists that are no longer used.

You may have lists that require a criteria update. Perhaps your lead scoring has changed over time. Look at the parameters for inclusion in your lists and make sure they are still relevant. Make changes as needed.

Segmentation can be streamlined by allowing your contacts to self-select their interests or by adding contacts to lists based on behavior monitoring and lead scoring. Set up workflows that add contacts to lists based on interest, behavior, and lead scoring criteria.

Lead Scoring and Workflows

Lead scoring moves your leads through your contact lifecycle stages and helps qualify leads for your sales team. Over time, you will learn more about your leads and the behavior that signals their interest in your product and readiness to engage further with your company. Also consider that you may add new ways for prospects to engage with you such as webinars, email campaigns, and resource downloads. Inevitably, your scoring criteria will change and your workflows will need to be updated to reflect those changes.

Review your content and the buyer personas and buying stage that each piece serves. Make sure you are delivering the right content to the right people based on their persona and lead score. You may need to edit your triggers and automation rules.

Conversion Points and Tracking

Are your contacts converting from contact to qualified lead at the expected conversion points? If your conversion rates are low, evaluate any issues with the content, timing, and messaging that are preventing contacts from moving through your sales funnel.

Metrics to track and analyze include:

CTA clicks

Form submission rates on landing pages

Open and click rates on emails

Demo requests

Content Delivery

Aligning your content to your contacts’ customer journey is essential to marketing automation success. Automating email workflows triggered by list, lifecycle stage, or lead scoring is at the core of marketing automation. During your audit, make sure you have set up your workflows to deliver content that answers your prospects’ questions based on their current lifecycle stage and leads them to engage deeper with your brand. If you notice that leads consistently drop off at a certain point in your funnel, evaluate the content you are delivering at that point in their journey and align it with their needs.

As your brand matures, you may find that some content assets outperform others. Look at CTA click rates and landing page form submission rates to determine which assets perform best. Also, analyze click-through rates within your eBooks and guides to determine whether or not your contacts are engaging further while reading the content.

It’s common to have an abundance of awareness-stage content and fewer consideration-stage and decision-stage content pieces. Where are your content gaps? Make sure you have consideration-stage and decision-stage content to offer your leads to help them develop trust in your brand.

Email Marketing

Marketing automation software enables email drip campaigns to be sent to contacts. It’s crucial to evaluate the performance of your email campaigns regularly so you can make adjustments as needed. Look at your email open and click-through rates. They will indicate whether or not your emails are well-designed, use effective subject lines, and include engaging copy. A/B testing subject lines, copy, and calls-to-action in your emails can help you refine your email marketing campaigns.

If you notice a low open rate or high bounce rate on your emails, they may be landing in your subscribers’ spam folders.

Another item to check in your marketing automation audit is email frequency. How often are you emailing your contacts? Do different segments receive emails at different frequencies? If your emails are underperforming, consider optimizing the frequency and timing of your emails.

If you currently don’t send a welcome email sequence to your new contacts, consider automating a SOAP sequence that focuses on building a relationship with your new prospect, creating trust as well as interest in your brand.

Contact Database

The goal of marketing automation is to help you connect with engaged prospects and nurture your relationship with them before, during, and after they make a purchase. If you notice a low engagement rate on your emails, the issue could be poor database hygiene. If your list is bloated with contacts that have hard bounced or who are no longer interested and have disengaged from your email campaigns, it will affect your email metrics.

HubSpot explains, “Email senders with high rates of opens and clicks look more trustworthy to email security filters. And most email accounts, including Gmail, automatically filter out emails that recipients aren’t opening or clicking.” Learn how to improve your email deliverability here. It’s a good practice to cull your contact list periodically and archive or remove any contacts that have not engaged with your emails in recent months.

How Often Should You Conduct a Marketing Automation Audit?

A marketing automation audit is not a one-and-done event. Make it part of your quarterly marketing performance analysis to identify issues and gaps that are preventing you from optimizing your lead conversions.

Credits by: Rhonda Bavaro Date: Jun 3, 2021 Source: https://www.smamarketing.net/blog/increase-leads-with-marketing-automation-audit

[nellieannmones]

The Best Practices and Greatest Benefits of Marketing Automation and CRM

The use of marketing automation can help move deals through the sales pipeline and provide highly targeted messages. Customer relationship management (CRM) may collect and organize your client data. What transpires when these two systems are joined and their features are used?

Learn how to use marketing automation and CRM together in the best possible manner and how much value they can add to your company. We also include five real-world use-case samples so you may get ideas. After this article, you may sign up for a free trial of the all-inclusive CRM solution Pipedrive.

There are many benefits to combining marketing automation and CRM. It enhances the relationship between marketing and sales, makes it possible to understand client behavior better, raises the caliber of leads, and helps to conserve resources.

A fundamental understanding of both systems is required to comprehend how this is feasible; it goes like this:

Marketing automation is made to automate repetitive marketing processes like sending emails and push alerts. Thanks to automation technology, you can get data from different sources and use it in marketing efforts.

Marketing automation makes it possible to communicate with customers in a timely, precise, and focused manner. One use of automation technology is to move prospects through the sales funnel and into conversion. The respondents to our global marketing automation survey ranked better message targeting and a higher marketing ROI as the two most important advantages of marketing automation.

You may manage your company’s relationships and interactions with clients and prospects using a customer relationship management (CRM) solution. For instance, it keeps track of a person’s history of purchases and how long they have been a customer.

CRM aids in precisely segmenting clients, planning sales operations, enhancing customer service, tracking deals, and streamlining procedures.

CRM already contains all client data; thus, connecting it to marketing automation is essential to bring data into the automation system. However, the benefits of CRM and marketing automation go far beyond just supplying sources for consumer contacts.

Since data is imported and exported between systems, nothing is lost along the way.

You may be confident that there are no obstacles to the free flow of data.

You don’t need to keep track of communications with a single customer across various channels.

Sending automated communications to various segment groups pulled from CRM will be possible. The customer’s activities are added to the data in CRM when the marketing actions have been implemented. You’ll find additional advice for this further in this article, so keep reading!

Individual Customer Communication

Message personalization is essential since it increases the likelihood that the recipient will reply. However, 55% of marketers believe they lack the data and insights necessary for efficient personalization. Customer information is kept in multiple systems at once.

The problem can be solved using marketing automation and CRM to send triggered, customized, and personalized communications based on consumer behavior. You can customize your communications using specific consumer data points, such as prior purchases, closed and won deals, interests, business information, etc.

The picture of client behavior becomes more explicit as more systems are connected to automation. All potential actions, such as newsletter clicks and website visits, can be compiled into the customer’s CRM profile.

As a result, sales may communicate strategically, and customer interactions are more productive. Marketing gains a clearer understanding of the messages that resonate the most with leads and the information they find most useful.

Streamlined customer service and increased sales

You will be able to better service your present and potential consumers due to the integration of marketing automation and CRM. You may more readily look into and evaluate client behavior to inform your future decisions.

As a result, you may send marketing communications to your customers at the proper time they would find interesting, increasing up- and cross-selling and customer happiness. The sales cycle may also be reduced as a result of consistently meeting the needs of clients and prospects at the right moment.

Giving points for a prospect’s behavior is possible with contemporary automation technology. Sales understand that a lead is warm enough to be approached after a particular threshold of points is met. In the best-case scenario, sales have a ton of information in CRM about the prospect’s behaviors and want before making any calls or sending any emails.

How to get started

We now know why it is crucial to combine these tools, but how to achieve so is still a mystery. The steps are listed below.

Purchase the equipment. Invest in top-notch products that are already integrated.

Organize the steps. Bring sales and marketing together to map out the entire purchase process, make notes along the way, and determine necessary actions. Add pre-sales marketing, sales touch points, and new customer onboarding to the roadmap.

Arrange the customization. Choose the data points you’ll utilize to tailor the customer experience. There are several options, including geography, age distribution, the types of things bought, and the volume of purchases. Use subscription forms, for instance, to ensure you gather all the required information.

Develop automated work processes. Start developing the automated workflows for various tasks, such as rekindling the customer relationship, onboarding, and warming up the lead. Use our free guidebook of marketing automation examples as inspiration to improve your business.

Examine and adjust. After developing and launching the automation, you must keep an eye on the outcomes and, if necessary, tweak them. You can experiment to see how the results change if you tweak the automated letters’ headlines, content, or scheduling.

Examples of real-world usage cases

Let’s look at a few instances where marketing automation and CRM have increased sales.

Onboarding

CRM as a data source

Email/push notification channel

Trigger: First purchase or new sign-up

One of the most common marketing automation applications is onboarding, and CRM gives the procedure a lot of strength.

When sales record a deal as won in CRM, marketing automation receives a trigger to begin the onboarding process for the new customer. Educate and instruct your customers while assisting them in using your items.

You can start to drive more purchases later in the onboarding messages. Running a referral campaign, as Dropbox did, is one clever method to accomplish this. Dropbox grew by 3,900% in just 15 months by giving users who invited their friends to use the platform free data storage.

Upsell

CRM as a data source

Message: Email

Customer segment: devoted customers

Customers that make several purchases show interest in your business and are frequently prepared to make additional purchases. They are a fantastic segment group for your upselling campaign because of this. The required information can be extracted from CRM, such as a list of clients who have made at least three purchases from you.

Send an appealing coupon together with a tailored campaign letter. Set a deadline to ensure that customers respond quickly, and make it obvious what benefits the offer will bring to the recipient and why they should take advantage of it.

Customers who didn’t purchase the first email can be reminded that the campaign ends in three days after a few days have passed.

The upsell campaign also provides a possibility for more precise segmentation. If a consumer doesn’t purchase the campaign, you can separate them into platinum-level customers and lower their status.

Birthday presents

CRM as a data source

Channel: SMS/email

The customer’s birthday is the trigger

On their special day, remember your customer with a thoughtful gesture! In B2B marketing, the first purchase anniversary is celebrated, whereas, in B2C marketing, the customer’s birthday is honored.

Set the automation to regularly monitor the CRM for persons with birthdays coming up in the next ten days. Send these clients a personalized note to commemorate the forthcoming event.

Being proactive while sending anniversary texts is a fantastic idea because many of us like to organize the celebration in advance. The customer is more likely to accept your offer if the benefits are clear in advance.

Reawakening Inactive Customers

CRM as a data source

Channel: SMS or email

trigger: circumstance

Encourage your passive customers to do business with you once more. Get a segment of customers from CRM who haven’t purchased in a specific amount of time. Send them individualized messages to reacquaint and entice them to return to you.

It’s crucial to convey the value in these messages as well. Show the customer the advantages of coming back to you. For instance, you may SMS customers and offer them a complimentary delivery.

Although this automation chain has a different target market, it is similar to upsell automation. The automation can be carried out in the background and repeated monthly or on any other schedule that works best for your company.

Return the data to CRM.

CRM and marketing automation needs to communicate back and forth. You must ensure that the data isn’t just delivered to the CRM; it is also pulled back from the automation platform.

Giving the contacts scores depending on how they respond to your marketing communications is a practical technique to ensure this. You can award different points to contacts at various points throughout the automation chain, such as one point for viewing the message, five points for selecting the aggressive CTA, and so forth.

The scoring system allows you to distinguish between hot and excellent leads. Every morning, send all contacts with lead scores greater than 5 to sales using CRM filtering.

Try the CRM that Increases Closing Rates by 28 Percent on Average

Only when a wealth of client data is available can an efficient automated chain of communications be built. Therefore, a dependable CRM system is essential. After using Pipedrive’s CRM for a year, users average a 28 percent increase in transaction closings. Pipedrive can help you gain customers and encourage upsells with targeted marketing automation campaigns.

Credits: Joan Arciga

Published: July 27, 2022

[areteautomation]

What Marketing Campaigns Mean and How Can Arete Automation Help?

Any company that wants to connect with its target market and accomplish its marketing objectives must invest in marketing initiatives. However, planning and managing marketing initiatives can be challenging and time-consuming. Arete Automation comes into play here.

Arete Automation is an effective marketing platform that makes it simple to design and run marketing campaigns, monitor their performance, and access many resources to assist you in achieving your goals. Businesses of all sizes may use Arete Automation to engage with their target markets and develop campaigns that motivate them to take action.

You need a marketing platform like Arete Automation if you want to engage with your target audience and accomplish your marketing objectives. This user-friendly platform makes it simple to build and manage marketing programs, monitor their effectiveness, and access a wealth of tools to support you in achieving your goals. Businesses of all sizes may use Arete Automation to engage with their target markets and develop campaigns that motivate them to take action.

How to Use Arete Automation to Create a Successful Marketing Plan

Are you trying to figure out how to make a marketing strategy that will work? If so, you might want to think about using Arete Automation. You can accomplish your marketing objectives with the effective marketing platform Arete Automation. You can quickly develop, track, and optimize your marketing initiatives using Arete Automation l. You can also readily evaluate your outcomes. Additionally, Arete Automation offers you the resources and tools to develop effective marketing campaigns. Read on to discover more about Arete Automation's marketing strategy if you want to build a successful marketing campaign.

Let's first examine what constitutes an effective marketing strategy.

A strong marketing strategy includes the following essential components:

1. Identify your marketing objectives — Establishing an effective marketing strategy begins with identifying your goals. What do your marketing strategies want to accomplish? Do you want to boost brand recognition, produce leads, or enhance sales? Setting concrete, quantifiable goals that will enable you to monitor and evaluate your progress is possible after you are clear on what you want to accomplish.

2. Find out who your target market is by researching them. Who are your marketing campaigns' intended customers? What needs and wants are there among people? Why do they do it? Your ability to establish marketing initiatives that are both effective and relevant to your target market will depend on your ability to do so.

3. Choose the appropriate marketing channels — The third stage is choosing the proper ones. You can use various online and offline marketing techniques to connect with your target market. Consider your goals, target market, and budget when deciding which channels are best for your company. After that, try out a few different channels to see which ones are most effective for you.

4. Create magnetic content: The fourth phase involves creating engaging content. Your content should be relevant to and valuable to your target audience. Your material should also be well-written and interesting to attract readers and encourage them to take action.

5. Promote your content — Promoting your material is the fifth step. Once you've produced excellent content, you need to expose it to your intended audience. Your website, social networking platforms, email marketing, and other internet channels can be a medium to promote your content.

6. Assess your outcomes — The last step is to assess your results. It will allow you to evaluate your marketing initiatives' success and recommend improvements. Monitor your website's traffic, leads, and sales to gauge your success. Additionally, get client feedback to determine what your campaigns worked and didn't.

You can design an effective marketing strategy that will assist you in reaching your business objectives by using the methods listed below.

How to Use Arete Automation to Reach Your Target Audience

Let's look at how Arete Automation can assist you in connecting with your target audience now that you know the components of a successful marketing strategy. As we've already mentioned, Arete Automation is a powerful marketing platform that gives you the materials and tools you need to build effective marketing campaigns. You can quickly develop, track, and optimize your marketing initiatives using Arete Automation. You can also readily evaluate your outcomes. Additionally, Arete Automation enables you to segment your audience for more precise targeting.

Making customized and targeted content is one of the finest strategies to engage your target audience. Arete Automation allows you to divide your audience into various categories, enabling you to accomplish this. By doing this, you may produce material that appeals to each demographic and distribute it via their preferred channels. Arete Automation further gives you solid tools for managing and developing your content. These tools make it simple to produce high-quality content that interests and converts your target market.

Email marketing is a fantastic method of reaching your target market. Arete Automation gives you the tools to design stunning and successful email campaigns to find and engage your target audience. Additionally, you can customize your email campaigns with the Arete Automation segmentation function so that each recipient sees pertinent communications. Your email marketing will be more successful and have a greater conversion rate.

To sum up, Arete Automation is a powerful marketing platform that may assist you in connecting with your target market and achieving your professional objectives. You can quickly generate targeted and tailored content using Arete Automation, monitor your results and improve the effectiveness of your campaigns. Check out Arete Automation immediately if you're seeking a strategy to advance your marketing.

Arete Automation Alternative

Many companies are switching from these platforms to Arete Automation due to the low cost and simplicity when comparing Arete Automation to Hubspot, ActiveCampaign, and Clickfunnels. A wise substitution for these other platforms is Arete Automation.

The Verdict

According to our Arete Automation review, Arete Automation is the only option if you search for an all-in-one platform to manage your sales and marketing initiatives. As we share our Arete Automation review, we want to emphasize that the system offers all the tools required to get going, including email marketing, lead management, and set up Arete Automation assistance. Do keep in mind that it can be a little intimidating at first. Due to its extensive functionality, there is a steep learning curve. But we have overcome that learning curve and are ready to assist!

To find out more about how we can assist you in creating a profitable online presence for your company, get in touch with us immediately. You may use our platform to generate more leads and sales with the assistance of our experts to set up your account and get going.

Here at ARETE AUTOMATION, you can reach out to more people and grow your network without having to do too much.

SIGN UP TODAY! www.areteautomation.com

#leadconnector #smallbusiness

Author: Joan Arciga

[mayflorsblog]

Customer Relationship Management Software's Objective

A CRM Software's Definition

An application used to manage and store customer data is known as CRM software. This data may include personal information, preferences, buying patterns, interactions with the business and other customers, and other things.

What Advantages Do CRM Software Offer?

Businesses use CRM software to cultivate and preserve relationships with their current clientele. CRM software enables businesses to better understand the needs of their customers, respond to those needs by improving services and products, attract new clients, and more.

What Purpose Does Customer Relations Management Software Serve?

Now let’s talk about some of the main objectives of CRM software. Including the following:

Find New Clients

CRM software is widely used by businesses to attract new clients. A business that sells goods and services online, for instance, can use its CRM software to entice new clients by emailing them and providing them with special discounts, coupons, and other offers.

Identify and Keep Your Customers

CRM software can assist businesses in learning more about their clients’ requirements so that they can enhance their products, services, and other aspects. In other words, by offering customers goods and services that are on par with or better than their expectations, CRM software can aid a business in keeping its current clientele.

Encourage Customer Loyalty

Many businesses use CRM software to reward existing customers for their loyalty by sending them emails with rewards, discounts, etc. These programs are also being used to collect customer feedback so that changes can be made in response to it.

How Does a CRM Software Operate?

Through the following three steps, customer relationship management software assists businesses in developing customer relationships:

Step 1: Gather Data on Customers. The first step of this process entails gathering data on clients using a variety of techniques. This data may include specifics like the client’s name, contact information (such as a phone number, email address, and mailing address), gender, age group, purchasing patterns, and preferences, among other things. It may also contain information about previous interactions between the business and the client (such as the most recent time the client purchased goods or services from the business).

Step 2: Store Information in a Database. In order to make the information easily retrievable at any time, the collected data is stored in a database in the second step. A company should be able to easily access this information from its database at any time during this six-month period, for instance, if it wants to send marketing materials to new customers once a month for the first six months after acquiring them.

Step 3: Produce Reports from Database Data. The third step entails obtaining pertinent data from the database for additional analysis and decision-making. For instance, if a business wants to analyze customer behavior to attract new ones (see step 1) or customer feedback to improve its business processes (see step 3), it should create reports based on the data stored in its database so that it can use such reports for analysis.

#areteautomation #marketingautomation #leadconnector #emailmarketing #contentmarketing

[sarahcadiz-blog1]

Customer Relationship Management Software’s Objective

A CRM Software’s Definition

An application used to manage and store customer data is known as CRM software. This data may include personal information, preferences, buying patterns, interactions with the business and other customers, and other things.

What Advantages Do CRM Software Offer?

Businesses use CRM software to cultivate and preserve relationships with their current clientele. CRM software enables businesses to better understand the needs of their customers, respond to those needs by improving services and products, attract new clients, and more.

What Purpose Does Customer Relations Management Software Serve?

Now let’s talk about some of the main objectives of CRM software. Including the following:

Find New Clients

CRM software is widely used by businesses to attract new clients. A business that sells goods and services online, for instance, can use its CRM software to entice new clients by emailing them and providing them with special discounts, coupons, and other offers.

Identify and Keep Your Customers

CRM software can assist businesses in learning more about their client's requirements so that they can enhance their products, services, and other aspects. In other words, by offering customers goods and services that are on par with or better than their expectations, CRM software can aid a business in keeping its current clientele.

Encourage Customer Loyalty

Many businesses use CRM software to reward existing customers for their loyalty by sending them emails with rewards, discounts, etc. These programs are also being used to collect customer feedback so that changes can be made in response to it.

How Does a CRM Software Operate?

Through the following three steps, customer relationship management software assists businesses in developing customer relationships:

Step 1: Gather Data on Customers. The first step of this process entails gathering data on clients using a variety of techniques. This data may include specifics like the client’s name, contact information (such as a phone number, email address, and mailing address), gender, age group, purchasing patterns, and preferences, among other things. It may also contain information about previous interactions between the business and the client (such as the most recent time the client purchased goods or services from the business).

Step 2: Store Information in a Database. In order to make the information easily retrievable at any time, the collected data is stored in a database in the second step. A company should be able to easily access this information from its database at any time during this six-month period, for instance, if it wants to send marketing materials to new customers once a month for the first six months after acquiring them.

Step 3: Produce Reports from Database Data. The third step entails obtaining pertinent data from the database for additional analysis and decision-making. For instance, if a business wants to analyze customer behavior to attract new ones (see step 1) or customer feedback to improve its business processes (see step 3), it should create reports based on the data stored in its database so that it can use such reports for analysis.

#areteautomation #marketingautomation #leadconnector #emailmarketing #contentmarketing

[sheryllsblog]

Increase Lead Conversions With a Marketing Automation Audit

When was the last time you conducted a marketing automation audit? If your contacts are not converting to qualified leads, your marketing automation may be out of sync with the needs of your potential buyers. Improve your lead conversions with a marketing automation audit that uncovers missteps and gaps in your marketing content and lead nurturing.

What is a Marketing Automation Audit?

A marketing automation audit is an evaluation of your contact database, lead scoring system, marketing workflows, lead nurturing emails, and reporting. The purpose of a marketing automation audit is to determine whether or not your contact segmentation, lead scoring, workflows, and emails are moving contacts through your pipeline and helping you meet your marketing goals.

Marketing automation is essential to running successful inbound marketing campaigns. Well-run marketing automation not only helps you meet your marketing goals, it ensures your buyers enjoy a positive experience with your brand. Over time, your brand and your knowledge of your buyers will evolve. Your segmentation, content, and marketing workflows need to change as well.

If your contacts are not receiving the right content to help them move through the marketing and sales pipeline, it may be because:

Your brand messaging changed

You learned more about your buyers’ needs, but your segmentation is not aligned

You created more targeted content as you learned more about your buyers, but don’t use it in your lead nurturing

Your lead scoring doesn’t reflect your buyers’ behavior

Broken links and outdated content stop leads from moving forward

With all the moving parts in marketing automation, workflow errors are bound to happen. Regular marketing automation audits will help you spot errors and fix them quickly so you can continue delivering the right messaging and content to your buyers at the right time.

How Can a Marketing Automation Audit Improve Lead Conversions?

The goal of marketing automation is to leverage technology to move contacts through your marketing funnel from interested visitor to purchaser. Delivering the right content and the right time in your buyer’s journey warms up their interest in your product or service and helps them make a decision to purchase. A marketing automation audit ensures you are leveraging technology and data on your buyers and their needs to move them from contact to lead.

Completing the audit and making the necessary adjustments to your marketing automation system will enable you to:

Gather the necessary information on your contacts

Put your contacts in the right lifecycle stage buckets

Use tracking to determine contacts’ interest and engagement with your website and content

Deliver content to help qualified leads make a purchasing decision

Move qualified leads to either Sales or a purchase page

How to Conduct a Marketing Automation Audit

Before you begin auditing your marketing automation workflows, it’s helpful to gather data to pinpoint areas of concern. Statistics that indicate there may be issues include:

Low conversion rates or inability to track conversions

Low email open rates

High email bounce rate

High unsubscribe rate

Inaccurate data on leads in each lifecycle stage

Inaccurate lead scoring

Based on the data gathered, determine where you need to focus your marketing automation audit. This may include evaluating the following checkpoints in your marketing workflows:

Forms

Review the forms you are using to collect contacts, including forms on your landing pages and any pop-up forms used on your website. Make sure all your forms are working properly and are directing new contacts to the correct page after submittal. If your forms trigger an automated email reply, make sure the email reflects your current branding and opportunities to engage with you further. Ensure there are no broken links in your email replies.

Are you collecting all of the information you need from contacts, including information that will help you segment contacts based on interests and needs? Is the amount of information you are gathering aligned with their stage in the buyers’ journey? A blog subscription form will typically ask for name and email. Subscribers are generally not ready to give more information and may be deterred by lengthier forms. Downloading a case study, on the other hand, indicates the contact is considering your service or product. Contacts at this stage are willing to provide more details about themselves, such as their company, role, and interests.

Database Segmentation

Segmenting your contact database into subsets based on your buyer persona profiles enables more efficient and effective targeting. Audit your segmented lists to determine whether or not they are still relevant. You may have lists that were developed for one-time campaigns. To keep your lists current, archive any lists that are no longer used.

You may have lists that require a criteria update. Perhaps your lead scoring has changed over time. Look at the parameters for inclusion in your lists and make sure they are still relevant. Make changes as needed.

Segmentation can be streamlined by allowing your contacts to self-select their interests or by adding contacts to lists based on behavior monitoring and lead scoring. Set up workflows that add contacts to lists based on interest, behavior, and lead scoring criteria.

Lead Scoring and Workflows

Lead scoring moves your leads through your contact lifecycle stages and helps qualify leads for your sales team. Over time, you will learn more about your leads and the behavior that signals their interest in your product and readiness to engage further with your company. Also consider that you may add new ways for prospects to engage with you such as webinars, email campaigns, and resource downloads. Inevitably, your scoring criteria will change and your workflows will need to be updated to reflect those changes.

Review your content and the buyer personas and buying stage that each piece serves. Make sure you are delivering the right content to the right people based on their persona and lead score. You may need to edit your triggers and automation rules.

Conversion Points and Tracking

Are your contacts converting from contact to qualified lead at the expected conversion points? If your conversion rates are low, evaluate any issues with the content, timing, and messaging that are preventing contacts from moving through your sales funnel.

Metrics to track and analyze include:

CTA clicks

Form submission rates on landing pages

Open and click rates on emails

Demo requests

Content Delivery

Aligning your content to your contacts’ customer journey is essential to marketing automation success. Automating email workflows triggered by list, lifecycle stage, or lead scoring is at the core of marketing automation. During your audit, make sure you have set up your workflows to deliver content that answers your prospects’ questions based on their current lifecycle stage and leads them to engage deeper with your brand. If you notice that leads consistently drop off at a certain point in your funnel, evaluate the content you are delivering at that point in their journey and align it with their needs.

As your brand matures, you may find that some content assets outperform others. Look at CTA click rates and landing page form submission rates to determine which assets perform best. Also, analyze click-through rates within your eBooks and guides to determine whether or not your contacts are engaging further while reading the content.

It’s common to have an abundance of awareness-stage content and fewer consideration-stage and decision-stage content pieces. Where are your content gaps? Make sure you have consideration-stage and decision-stage content to offer your leads to help them develop trust in your brand.

Email Marketing

Marketing automation software enables email drip campaigns to be sent to contacts. It’s crucial to evaluate the performance of your email campaigns regularly so you can make adjustments as needed. Look at your email open and click-through rates. They will indicate whether or not your emails are well-designed, use effective subject lines, and include engaging copy. A/B testing subject lines, copy, and calls-to-action in your emails can help you refine your email marketing campaigns.

If you notice a low open rate or high bounce rate on your emails, they may be landing in your subscribers’ spam folders.

Another item to check in your marketing automation audit is email frequency. How often are you emailing your contacts? Do different segments receive emails at different frequencies? If your emails are underperforming, consider optimizing the frequency and timing of your emails.

If you currently don’t send a welcome email sequence to your new contacts, consider automating a SOAP sequence that focuses on building a relationship with your new prospect, creating trust as well as interest in your brand.

Contact Database

The goal of marketing automation is to help you connect with engaged prospects and nurture your relationship with them before, during, and after they make a purchase. If you notice a low engagement rate on your emails, the issue could be poor database hygiene. If your list is bloated with contacts that have hard bounced or who are no longer interested and have disengaged from your email campaigns, it will affect your email metrics.

HubSpot explains, “Email senders with high rates of opens and clicks look more trustworthy to email security filters. And most email accounts, including Gmail, automatically filter out emails that recipients aren’t opening or clicking.” Learn how to improve your email deliverability here. It’s a good practice to cull your contact list periodically and archive or remove any contacts that have not engaged with your emails in recent months.

How Often Should You Conduct a Marketing Automation Audit?

A marketing automation audit is not a one-and-done event. Make it part of your quarterly marketing performance analysis to identify issues and gaps that are preventing you from optimizing your lead conversions.

Credits by: Rhonda Bavaro

Date: Jun 3, 2021

Source: https://www.smamarketing.net/blog/increase-leads-with-marketing-automation-audit

[chroniclesofnellieann]

Increase Lead Conversions With a Marketing Automation Audit

When was the last time you conducted a marketing automation audit? If your contacts are not converting to qualified leads, your marketing automation may be out of sync with the needs of your potential buyers. Improve your lead conversions with a marketing automation audit that uncovers missteps and gaps in your marketing content and lead nurturing.

What is a Marketing Automation Audit?

A marketing automation audit is an evaluation of your contact database, lead scoring system, marketing workflows, lead nurturing emails, and reporting. The purpose of a marketing automation audit is to determine whether or not your contact segmentation, lead scoring, workflows, and emails are moving contacts through your pipeline and helping you meet your marketing goals.

Marketing automation is essential to running successful inbound marketing campaigns. Well-run marketing automation not only helps you meet your marketing goals, it ensures your buyers enjoy a positive experience with your brand. Over time, your brand and your knowledge of your buyers will evolve. Your segmentation, content, and marketing workflows need to change as well.

If your contacts are not receiving the right content to help them move through the marketing and sales pipeline, it may be because:

Your brand messaging changed

You learned more about your buyers’ needs, but your segmentation is not aligned

You created more targeted content as you learned more about your buyers, but don’t use it in your lead nurturing

Your lead scoring doesn’t reflect your buyers’ behavior

Broken links and outdated content stop leads from moving forward

With all the moving parts in marketing automation, workflow errors are bound to happen. Regular marketing automation audits will help you spot errors and fix them quickly so you can continue delivering the right messaging and content to your buyers at the right time.

How Can a Marketing Automation Audit Improve Lead Conversions?

The goal of marketing automation is to leverage technology to move contacts through your marketing funnel from interested visitor to purchaser. Delivering the right content and the right time in your buyer’s journey warms up their interest in your product or service and helps them make a decision to purchase. A marketing automation audit ensures you are leveraging technology and data on your buyers and their needs to move them from contact to lead.

Completing the audit and making the necessary adjustments to your marketing automation system will enable you to:

Gather the necessary information on your contacts

Put your contacts in the right lifecycle stage buckets

Use tracking to determine contacts’ interest and engagement with your website and content

Deliver content to help qualified leads make a purchasing decision

Move qualified leads to either Sales or a purchase page

How to Conduct a Marketing Automation Audit

Before you begin auditing your marketing automation workflows, it’s helpful to gather data to pinpoint areas of concern. Statistics that indicate there may be issues include:

Low conversion rates or inability to track conversions

Low email open rates

High email bounce rate

High unsubscribe rate

Inaccurate data on leads in each lifecycle stage

Inaccurate lead scoring

Based on the data gathered, determine where you need to focus your marketing automation audit. This may include evaluating the following checkpoints in your marketing workflows:

Forms

Review the forms you are using to collect contacts, including forms on your landing pages and any pop-up forms used on your website. Make sure all your forms are working properly and are directing new contacts to the correct page after submittal. If your forms trigger an automated email reply, make sure the email reflects your current branding and opportunities to engage with you further. Ensure there are no broken links in your email replies.

Are you collecting all of the information you need from contacts, including information that will help you segment contacts based on interests and needs? Is the amount of information you are gathering aligned with their stage in the buyers’ journey? A blog subscription form will typically ask for name and email. Subscribers are generally not ready to give more information and may be deterred by lengthier forms. Downloading a case study, on the other hand, indicates the contact is considering your service or product. Contacts at this stage are willing to provide more details about themselves, such as their company, role, and interests.

Database Segmentation

Segmenting your contact database into subsets based on your buyer persona profiles enables more efficient and effective targeting. Audit your segmented lists to determine whether or not they are still relevant. You may have lists that were developed for one-time campaigns. To keep your lists current, archive any lists that are no longer used.

You may have lists that require a criteria update. Perhaps your lead scoring has changed over time. Look at the parameters for inclusion in your lists and make sure they are still relevant. Make changes as needed.

Segmentation can be streamlined by allowing your contacts to self-select their interests or by adding contacts to lists based on behavior monitoring and lead scoring. Set up workflows that add contacts to lists based on interest, behavior, and lead scoring criteria.

Lead Scoring and Workflows

Lead scoring moves your leads through your contact lifecycle stages and helps qualify leads for your sales team. Over time, you will learn more about your leads and the behavior that signals their interest in your product and readiness to engage further with your company. Also consider that you may add new ways for prospects to engage with you such as webinars, email campaigns, and resource downloads. Inevitably, your scoring criteria will change and your workflows will need to be updated to reflect those changes.

Review your content and the buyer personas and buying stage that each piece serves. Make sure you are delivering the right content to the right people based on their persona and lead score. You may need to edit your triggers and automation rules.

Conversion Points and Tracking

Are your contacts converting from contact to qualified lead at the expected conversion points? If your conversion rates are low, evaluate any issues with the content, timing, and messaging that are preventing contacts from moving through your sales funnel.

Metrics to track and analyze include:

CTA clicks

Form submission rates on landing pages

Open and click rates on emails

Demo requests

Content Delivery

Aligning your content to your contacts’ customer journey is essential to marketing automation success. Automating email workflows triggered by list, lifecycle stage, or lead scoring is at the core of marketing automation. During your audit, make sure you have set up your workflows to deliver content that answers your prospects’ questions based on their current lifecycle stage and leads them to engage deeper with your brand. If you notice that leads consistently drop off at a certain point in your funnel, evaluate the content you are delivering at that point in their journey and align it with their needs.

As your brand matures, you may find that some content assets outperform others. Look at CTA click rates and landing page form submission rates to determine which assets perform best. Also, analyze click-through rates within your eBooks and guides to determine whether or not your contacts are engaging further while reading the content.

It’s common to have an abundance of awareness-stage content and fewer consideration-stage and decision-stage content pieces. Where are your content gaps? Make sure you have consideration-stage and decision-stage content to offer your leads to help them develop trust in your brand.

Email Marketing

Marketing automation software enables email drip campaigns to be sent to contacts. It’s crucial to evaluate the performance of your email campaigns regularly so you can make adjustments as needed. Look at your email open and click-through rates. They will indicate whether or not your emails are well-designed, use effective subject lines, and include engaging copy. A/B testing subject lines, copy, and calls-to-action in your emails can help you refine your email marketing campaigns.

If you notice a low open rate or high bounce rate on your emails, they may be landing in your subscribers’ spam folders.

Another item to check in your marketing automation audit is email frequency. How often are you emailing your contacts? Do different segments receive emails at different frequencies? If your emails are underperforming, consider optimizing the frequency and timing of your emails.

If you currently don’t send a welcome email sequence to your new contacts, consider automating a SOAP sequence that focuses on building a relationship with your new prospect, creating trust as well as interest in your brand.

Contact Database

The goal of marketing automation is to help you connect with engaged prospects and nurture your relationship with them before, during, and after they make a purchase. If you notice a low engagement rate on your emails, the issue could be poor database hygiene. If your list is bloated with contacts that have hard bounced or who are no longer interested and have disengaged from your email campaigns, it will affect your email metrics.

HubSpot explains, “Email senders with high rates of opens and clicks look more trustworthy to email security filters. And most email accounts, including Gmail, automatically filter out emails that recipients aren’t opening or clicking.” Learn how to improve your email deliverability here. It’s a good practice to cull your contact list periodically and archive or remove any contacts that have not engaged with your emails in recent months.

How Often Should You Conduct a Marketing Automation Audit?

A marketing automation audit is not a one-and-done event. Make it part of your quarterly marketing performance analysis to identify issues and gaps that are preventing you from optimizing your lead conversions.

Credits: Joan Arciga

Published: July 27, 2022

Source: https://medium.com/@webautomation17/increase-lead-conversions-with-a-marketing-automation-audit-21cc9ff78f15

[ej-sblog]

Increase Lead Conversions With a Marketing Automation Audit

When was the last time you conducted a marketing automation audit? If your contacts are not converting to qualified leads, your marketing automation may be out of sync with the needs of your potential buyers. Improve your lead conversions with a marketing automation audit that uncovers missteps and gaps in your marketing content and lead nurturing.

What is a Marketing Automation Audit?

A marketing automation audit is an evaluation of your contact database, lead scoring system, marketing workflows, lead nurturing emails, and reporting. The purpose of a marketing automation audit is to determine whether or not your contact segmentation, lead scoring, workflows, and emails are moving contacts through your pipeline and helping you meet your marketing goals.

Marketing automation is essential to running successful inbound marketing campaigns. Well-run marketing automation not only helps you meet your marketing goals, it ensures your buyers enjoy a positive experience with your brand. Over time, your brand and your knowledge of your buyers will evolve. Your segmentation, content, and marketing workflows need to change as well.

If your contacts are not receiving the right content to help them move through the marketing and sales pipeline, it may be because:

Your brand messaging changed

You learned more about your buyers’ needs, but your segmentation is not aligned

You created more targeted content as you learned more about your buyers, but don’t use it in your lead nurturing

Your lead scoring doesn’t reflect your buyers’ behavior

Broken links and outdated content stop leads from moving forward

With all the moving parts in marketing automation, workflow errors are bound to happen. Regular marketing automation audits will help you spot errors and fix them quickly so you can continue delivering the right messaging and content to your buyers at the right time.

How Can a Marketing Automation Audit Improve Lead Conversions?

The goal of marketing automation is to leverage technology to move contacts through your marketing funnel from interested visitor to purchaser. Delivering the right content and the right time in your buyer’s journey warms up their interest in your product or service and helps them make a decision to purchase. A marketing automation audit ensures you are leveraging technology and data on your buyers and their needs to move them from contact to lead.

Completing the audit and making the necessary adjustments to your marketing automation system will enable you to:

Gather the necessary information on your contacts

Put your contacts in the right lifecycle stage buckets

Use tracking to determine contacts’ interest and engagement with your website and content

Deliver content to help qualified leads make a purchasing decision

Move qualified leads to either Sales or a purchase page

How to Conduct a Marketing Automation Audit

Before you begin auditing your marketing automation workflows, it’s helpful to gather data to pinpoint areas of concern. Statistics that indicate there may be issues include:

Low conversion rates or inability to track conversions

Low email open rates

High email bounce rate

High unsubscribe rate

Inaccurate data on leads in each lifecycle stage

Inaccurate lead scoring

Based on the data gathered, determine where you need to focus your marketing automation audit. This may include evaluating the following checkpoints in your marketing workflows:

Forms

Review the forms you are using to collect contacts, including forms on your landing pages and any pop-up forms used on your website. Make sure all your forms are working properly and are directing new contacts to the correct page after submittal. If your forms trigger an automated email reply, make sure the email reflects your current branding and opportunities to engage with you further. Ensure there are no broken links in your email replies.

Are you collecting all of the information you need from contacts, including information that will help you segment contacts based on interests and needs? Is the amount of information you are gathering aligned with their stage in the buyers’ journey? A blog subscription form will typically ask for name and email. Subscribers are generally not ready to give more information and may be deterred by lengthier forms. Downloading a case study, on the other hand, indicates the contact is considering your service or product. Contacts at this stage are willing to provide more details about themselves, such as their company, role, and interests.

Database Segmentation

Segmenting your contact database into subsets based on your buyer persona profiles enables more efficient and effective targeting. Audit your segmented lists to determine whether or not they are still relevant. You may have lists that were developed for one-time campaigns. To keep your lists current, archive any lists that are no longer used.

You may have lists that require a criteria update. Perhaps your lead scoring has changed over time. Look at the parameters for inclusion in your lists and make sure they are still relevant. Make changes as needed.

Segmentation can be streamlined by allowing your contacts to self-select their interests or by adding contacts to lists based on behavior monitoring and lead scoring. Set up workflows that add contacts to lists based on interest, behavior, and lead scoring criteria.

Lead Scoring and Workflows

Lead scoring moves your leads through your contact lifecycle stages and helps qualify leads for your sales team. Over time, you will learn more about your leads and the behavior that signals their interest in your product and readiness to engage further with your company. Also consider that you may add new ways for prospects to engage with you such as webinars, email campaigns, and resource downloads. Inevitably, your scoring criteria will change and your workflows will need to be updated to reflect those changes.

Review your content and the buyer personas and buying stage that each piece serves. Make sure you are delivering the right content to the right people based on their persona and lead score. You may need to edit your triggers and automation rules.

Conversion Points and Tracking

Are your contacts converting from contact to qualified lead at the expected conversion points? If your conversion rates are low, evaluate any issues with the content, timing, and messaging that are preventing contacts from moving through your sales funnel.

Metrics to track and analyze include:

CTA clicks

Form submission rates on landing pages

Open and click rates on emails

Demo requests

Content Delivery

Aligning your content to your contacts’ customer journey is essential to marketing automation success. Automating email workflows triggered by list, lifecycle stage, or lead scoring is at the core of marketing automation. During your audit, make sure you have set up your workflows to deliver content that answers your prospects’ questions based on their current lifecycle stage and leads them to engage deeper with your brand. If you notice that leads consistently drop off at a certain point in your funnel, evaluate the content you are delivering at that point in their journey and align it with their needs.

As your brand matures, you may find that some content assets outperform others. Look at CTA click rates and landing page form submission rates to determine which assets perform best. Also, analyze click-through rates within your eBooks and guides to determine whether or not your contacts are engaging further while reading the content.

It’s common to have an abundance of awareness-stage content and fewer consideration-stage and decision-stage content pieces. Where are your content gaps? Make sure you have consideration-stage and decision-stage content to offer your leads to help them develop trust in your brand.

Email Marketing

Marketing automation software enables email drip campaigns to be sent to contacts. It’s crucial to evaluate the performance of your email campaigns regularly so you can make adjustments as needed. Look at your email open and click-through rates. They will indicate whether or not your emails are well-designed, use effective subject lines, and include engaging copy. A/B testing subject lines, copy, and calls-to-action in your emails can help you refine your email marketing campaigns.

If you notice a low open rate or high bounce rate on your emails, they may be landing in your subscribers’ spam folders.

Another item to check in your marketing automation audit is email frequency. How often are you emailing your contacts? Do different segments receive emails at different frequencies? If your emails are underperforming, consider optimizing the frequency and timing of your emails.

If you currently don’t send a welcome email sequence to your new contacts, consider automating a SOAP sequence that focuses on building a relationship with your new prospect, creating trust as well as interest in your brand.

Contact Database

The goal of marketing automation is to help you connect with engaged prospects and nurture your relationship with them before, during, and after they make a purchase. If you notice a low engagement rate on your emails, the issue could be poor database hygiene. If your list is bloated with contacts that have hard bounced or who are no longer interested and have disengaged from your email campaigns, it will affect your email metrics.

HubSpot explains, “Email senders with high rates of opens and clicks look more trustworthy to email security filters. And most email accounts, including Gmail, automatically filter out emails that recipients aren’t opening or clicking.” Learn how to improve your email deliverability here. It’s a good practice to cull your contact list periodically and archive or remove any contacts that have not engaged with your emails in recent months.

How Often Should You Conduct a Marketing Automation Audit?

A marketing automation audit is not a one-and-done event. Make it part of your quarterly marketing performance analysis to identify issues and gaps that are preventing you from optimizing your lead conversions.

Credits by: Rhonda Bavaro

Date: Jun 3, 2021

Source: https://www.smamarketing.net/blog/increase-leads-with-marketing-automation-audit

[mariamajesticblogs]

The Value of CRM (Customer Relationship Management) Software

Customer relationship management, or CRM, is a system that handles the administration of a business’s contacts with previous, current, and potential clients. By automating sales, marketing, customer service, and technical support, CRM software combines the complete customer relationship cycle.

CRM software is a tool that unifies the variety of organizational tasks needed to implement customer relationship management while automating the many and discrete components of the customer relationship management lifecycle.

Additionally, the CRM software controls how the company interacts with its clients throughout the whole customer management lifecycle, including, among other things, cold calling, customer acquisition, and customer retention. The notion of CRM and CRM software are critically examined in this research study from a variety of angles.

Background of CRM

CRM was first introduced in the 1970s when firms began to place a greater emphasis on their customers than on their products. Database marketing’s introduction in the 1980s set the groundwork for the CRM paradigm, and the development of consumer focus groups prompted the adoption of CRM by SMEs (Small and Medium Enterprises) Since its implementation ensured that firms could gain significant advantages, CRM as a concept and trend became extremely popular in the 1990s.

Numerous improvements to CRM systems were also made during the 1990s timeframe. The road was paved for the introduction of CRM to enterprises and consumers when the business world began to embrace the internet in the 1990s and consumers began to use it heavily in 1995.

With the information age in full swing at the time, the demand for CRM software spiked in the preceding decade. In summary, it can be concluded that CRM has been steadily and cautiously accepted by businesses since the 1970s and has continued to this day. It has since evolved into a piece of software that every company must have.

CRM: What It Means and Why

CRM is important because it revolutionizes the customer relationship process by integrating the complete customer management process and automating the customer life cycle. As has been mentioned above, what makes CRM particularly important is the use of IT and software to automate the customer relationship process, as well as enhanced customer management through a holistic approach rather than a fragmented one.

It is impossible to exaggerate the importance of a CRM system given how extensively both the business world and the consumer base use IT. Additionally, CRM provides firms with exponential returns because it expands their customer base statistically and improves their customer relationship management process qualitatively.

CRM’s Advantages and Disadvantages

The use of a CRM system has a variety of advantages, including improved customer management, greater customer acquisition, effective customer retention, and improved prospecting for both acquiring new clients and re-engaging existing ones.

The crucial thing to keep in mind about a CRM system is that it creates synergies across the customer relationship cycle, increasing the productivity and efficiency of the staff members handling client connections. The returns from old, existing, and new clients are also higher since the CRM system integrates the complete customer relationship lifecycle and automates the various customer management operations (sales, marketing, customer service, and technical support).

One of a CRM system’s key advantages is that it streamlines the client retention process and encourages more repeat business, which is always a sign of a thriving and successful business. The CRM system also ensures that there aren’t many mistakes made during the customer connection management process by automating customer touchpoints and enhancing the physical customer relationship effort.

Last but not least, the enterprise-wide automation of all tasks and procedures that many businesses actually implement helps the CRM subsystem to give decision-makers a bird’s-eye view of the customer relationship process, empower and enable them with more visibility over the process by giving them data and useful information.

The biggest drawback of a CRM system is that it may lead to redundancy in the customer management process due to double labor and the inability of sales and marketing staff to adapt to the automation.

The CRM system may increase complexity, which, if improperly handled, can result in chaos and a lack of preparation for crucial operations in the sales and marketing lifecycle, which is the next drawback.

Third, if the implementation and subsequent user training are not done correctly, it could lead to a workforce that lacks basic knowledge of how to operate CRM software. The staff might be unable to use the technology successfully as a result. Finally, sometimes the expenditures associated with CRM deployment outweigh the advantages, which results in losses for the businesses.

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The Value of CRM (Customer Relationship Management) Software

Customer relationship management, or CRM, is a system that handles the administration of a business’s contacts with previous, current, and potential clients. By automating sales, marketing, customer service, and technical support, CRM software combines the complete customer relationship cycle.

CRM software is a tool that unifies the variety of organizational tasks needed to implement customer relationship management while automating the many and discrete components of the customer relationship management lifecycle.

Additionally, the CRM software controls how the company interacts with its clients throughout the whole customer management lifecycle, including, among other things, cold calling, customer acquisition, and customer retention. The notion of CRM and CRM software are critically examined in this research study from a variety of angles.

Background of CRM

CRM was first introduced in the 1970s when firms began to place a greater emphasis on their customers than on their products. Database marketing’s introduction in the 1980s set the groundwork for the CRM paradigm, and the development of consumer focus groups prompted the adoption of CRM by SMEs (Small and Medium Enterprises) Since its implementation ensured that firms could gain significant advantages, CRM as a concept and trend became extremely popular in the 1990s.

Numerous improvements to CRM systems were also made during the 1990s timeframe. The road was paved for the introduction of CRM to enterprises and consumers when the business world began to embrace the internet in the 1990s and consumers began to use it heavily in 1995.

With the information age in full swing at the time, the demand for CRM software spiked in the preceding decade. In summary, it can be concluded that CRM has been steadily and cautiously accepted by businesses since the 1970s and has continued to this day. It has since evolved into a piece of software that every company must have.

CRM: What It Means and Why

CRM is important because it revolutionizes the customer relationship process by integrating the complete customer management process and automating the customer life cycle. As has been mentioned above, what makes CRM particularly important is the use of IT and software to automate the customer relationship process, as well as enhance customer management through a holistic approach rather than a fragmented one.

It is impossible to exaggerate the importance of a CRM system given how extensively both the business world and the consumer base use IT. Additionally, CRM provides firms with exponential returns because it expands their customer base statistically and improves their customer relationship management process qualitatively.

CRM’s Advantages and Disadvantages

The use of a CRM system has a variety of advantages, including improved customer management, greater customer acquisition, effective customer retention, and improved prospecting for both acquiring new clients and re-engaging existing ones.

The crucial thing to keep in mind about a CRM system is that it creates synergies across the customer relationship cycle, increasing the productivity and efficiency of the staff members handling client connections. The returns from old, existing, and new clients are also higher since the CRM system integrates the complete customer relationship lifecycle and automates the various customer management operations (sales, marketing, customer service, and technical support).

One of a CRM system’s key advantages is that it streamlines the client retention process and encourages more repeat business, which is always a sign of a thriving and successful business. The CRM system also ensures that there aren’t many mistakes made during the customer connection management process by automating customer touchpoints and enhancing the physical customer relationship effort.

Last but not least, the enterprise-wide automation of all tasks and procedures that many businesses actually implement helps the CRM subsystem to give decision-makers a bird’s-eye view of the customer relationship process, empowering and enabling them with more visibility over the process by giving them data and useful information.

The biggest drawback of a CRM system is that it may lead to redundancy in the customer management process due to double labor and the inability of sales and marketing staff to adapt to the automation.

The CRM system may increase complexity, which, if improperly handled, can result in chaos and a lack of preparation for crucial operations in the sales and marketing lifecycle, which is the next drawback.

Third, if the implementation and subsequent user training are not done correctly, it could lead to a workforce that lacks basic knowledge of how to operate CRM software. The staff might be unable to use the technology successfully as a result. Finally, sometimes the expenditures associated with CRM deployment outweigh the advantages, which results in losses for the businesses.