What would make you a hero in your advertising and marketing position? Determining the best way to generate extra income with fewer assets—much less time, much less headcount, and fewer funds—may seem to be a feat of superheroics. However the fact is, with the precise advertising and marketing automation instruments, you generally is a superhero within the eyes of management.
Unsure how to try this? By no means worry! Act-On teamed up with MarketingProfs, and we’re right here to save lots of the day! Learn on for a step-by-step information with every little thing you want to know to make use of advertising and marketing automation instruments to unlock your superpowers.
A superhero’s solely pretty much as good because the instruments of their arsenal. Possibly you weren’t born with a genetic mutation that offers you superhuman talents, however hey, that’s why we've got superheroes like Batman, proper? With coaching, dedication, and the most recent and most superior tech, you will be the savior of your personal Gotham Metropolis.
“I really like deploying new software program!”
-Nobody, ever
First issues first: consolidate your tech stack! What do you actually need in your utility belt and what’s simply weighing you down?
In a casual ballot, we discovered that fellow entrepreneurs take into account their advertising and marketing automation platform as having the most important influence on their advertising and marketing efforts, adopted by their CRM after which their gross sales enablement device. And that is only a sliver of classes that make up the present MarTech panorama, the place there are a whopping 10,000+ distributors! Identical to the Marvel Universe, it retains on rising.
As new distributors preserve coming into the market, you actually have to concentrate to what’s in your tech stack. Work out which of them are serving you versus that are simply amassing subscription charges. It’s not sufficient to stay with the established order—be taught what advertising and marketing instruments are on the market that may enable you amplify and develop what you are promoting.
So ask your self: What’s in your tech stack? And the way do you “stack up” subsequent to your friends?
Now that you just’ve performed a roll name of your distributors, time to place them to the check. Assess your instruments primarily based on crew utilization, connectivity, and value by asking your self the next questions:
· Is anybody utilizing this device? If not, ought to we be?
· Do we've got duplicate instruments?
· Are there different groups in our firm that would share this value?
· Is there an integration that would make it extra sticky?
· Is there one thing else out there that’s a greater worth?
And at last, crucial query to ask: what’s the ROI on this device? With budgets being scrutinized and contracts being challenged nowadays, you actually need to justify the time/value financial savings and the quantity of enterprise influenced by the merchandise you may have in your tech stack. What influence would it not have on what you are promoting should you gave it the basic Batman ka-pow? If you want to half methods with a advertising and marketing device, don’t fear, we’ve acquired you coated: listed here are tips about the best way to break up together with your advertising and marketing automation platform.
Scorching tip: Ask your vendor to resell you their product, as should you’re unfamiliar with it. Any tech firm price its salt would have had a number of product rollouts because you first bought it, and also you is probably not conscious of all its present capabilities.
Chapter 2: Discover Your Sidekick – Do Extra with Advertising and marketing Automation Instruments at Your Facet
Each Batman wants a Robin. We don’t know what audition course of Robin went by means of to land the coveted gig of sidekick, however when selecting your automation associate, it’s vital to discern what’s most vital to you. Most entrepreneurs need their advertising and marketing automation platform to be simpler to know and navigate. How do you discover the precise match?
One factor we will all agree on: something that can be automated ought to be automated. That is true for each stage of the customer journey and the shopper lifecycle. What are a few of these key automation actions that may make you appear to be a superhero for getting a lot performed?
- Notifications
An excellent advertising and marketing automation platform helps together with your communications externally, and internally as effectively. Notifications to the gross sales crew alert them when a prospect reaches a sure lead rating or engagement. You'll be able to be taught extra about the best way to get probably the most out of your inner advertising and marketing crew right here. - Nurtures
Nurtures are nice in your clients, too. It’s not nearly that top-of-funnel – it’s about partaking clients, encouraging up-sell and cross-sell, and ensuring they’re getting probably the most out of your product. - Transactional Communications
We’re all used to communications that remind us to fill out a kind, affirm an occasion, or post-event follow-ups. We’re educated to anticipate a sequence of steps {that a} good advertising and marketing automation platform ought to positively be doing with none heavy lifting in your half ( save that tremendous energy for extra strategic initiatives and locations the place you possibly can actually add worth). - Onboarding sequences
Closing a buyer solely places you on the beginning gate—you then have to consider the best way to onboard your buyer in order that they've a extremely nice expertise. This encompasses every little thing from beta applications to end-of-life notifications. There’s a number of alternative right here to think about every stage of the shopper lifecycle and the way you’re automating these communications. “Pace to steer” is especially vital—what's your organization’s response time to leads? Leverage automation to have interaction your tremendous pace and be sure to’re not leaving invaluable alternatives to be snatched up by the competitors. - Product comms
A few of the most vital communications to clients are about particular dates and deadlines in regards to the product. Little question these needs to be automated.
Probably the greatest methods you possibly can depend on advertising and marketing automation instruments as your sidekick is constructing automated nurture streams. Listed below are few suggestions:
- Construct out your best buyer profiles, so you understand how to strategy totally different clients’ totally different wants.
- Know and perceive the place your purchaser is within the gross sales course of—you don’t need to duplicate communications with the gross sales crew, which creates a complicated expertise for the potential purchaser.
- Don’t cease with a sale! Take into consideration the way you’re nurturing the shopper all through.
Keep in mind: automation works finest when it’s customized as a lot as potential. Personalization is so vital in constructing belief, loyalty and respect. Base your communications on conversations with clients, the actions they’re most certainly to take, and their place within the product lifecycle. For instance, three months out from contract renewal, ship an automatic e-mail to remind them.
Companies that attempted to contact potential clients inside an hour of receiving a question have been almost seven occasions as prone to qualify the lead.
–Harvard Enterprise Overview
Possibly you possibly can’t use echolocation like a bat does, however hearken to the data and knowledge you may have on a prospect to know when to take away somebody from a nurture stream and customise your messaging to them. Timing and segmentation are key. What you don’t need to do is deal with all clients or prospects the identical.
Find out how Act-On might help you create compelling, customized messages that have interaction.

Ever puzzled what would occur if Batman didn’t simply deal with crime? What if he additionally wished to handle Gotham Metropolis’s pothole downside and use the Batmobile for rubbish assortment? Even one of the best of us want a spotlight. Think about how complicated the bat sign could be, if it wasn’t clear why the hero was being known as.
It’s important to know your dataset and deal with metrics so you possibly can determine tendencies that tie again to your advertising and marketing efforts. What channel did prospects are available from? Attribution is essential. In spite of everything, it’s potential to go manner down the funnel with a piece of leads from a advertising and marketing marketing campaign, however with none of them changing. It’s vital to evaluate the information and deal with what you possibly can enhance to get higher outcomes. It may be so simple as quarterly evaluations on all of your applications and channels to know what content material is working, and what’s not. What’s your top-performing initiative that’s getting probably the most clicks and conversions? Hone in with laser focus—don’t simply churn out extra of the identical.
Act-On’s advertising and marketing automation instruments helped Georgia United Credit score Union leverage excessive buyer engagement to phase their clients based on the merchandise, companies and accounts they'd. By bucketing clients into smaller teams, Georgia Union was capable of ship extra laser-focused communication utilizing advertising and marketing automation for customized and centered cross-selling. The end result? 800 upsells in 11 months! This was a brand new device of their toolbelt that basically created an incredible buyer expertise and made Georgia United’s advertising and marketing crew the superheroes their group wanted.
Wish to Faucet into Your Superpowers?
Watch the total webinar and be taught extra suggestions from specialists about the best way to get probably the most out of your advertising and marketing automation instruments.
Act-On supplies options that empower entrepreneurs to focus on each step of the shopper lifecycle, permitting clients to construct good and efficient applications to develop their enterprise and generate excessive buyer lifetime worth.