Council Post: Strategies For Using Automation In Marketing (2024)

Trevor Henson, Chief Marketing Officer at Beach Front Property Management, specializes in property investment and startup growth strategies.

If there’s one thing I’ve learned as a lifelong entrepreneur, it’s that running a business is no easy feat. Whether you’re starting a business or trying to expand your team, many challenges come into play, from managing customer demands to wearing multiple hats when you don’t have the budget to take on a team.

All of this to say: Is there any way that, as a business owner, you can maintain growth and compete with other major market players, all without spreading yourself too thin?

One thing that immediately springs to mind is marketing automation.

Defining A Marketing Automation Strategy

A marketing automation strategy is a process in which a business uses software to automate time-consuming or repetitive tasks, such as email marketing, customer segmentation, social media marketing or lead generation.

MORE FOR YOU

Northern Lights Alert: Where The Aurora Borealis May Be Visible Tonight
Ukrainian Jets Join The Invasion Of Russia’s Kursk Oblast—And Blow Up A Russian Command Post

Choosing The Right Automation Platform

When you’re just getting started with marketing automation, the first and most important step is finding the right automation platform. Personally, HubSpot has been my go-to for many years. It has some of the most powerful automation tools wrapped up in a user-friendly interface. If you’re currently running marketing automation tools, it’s easy to integrate, in my experience.

If HubSpot doesn’t gel with you or fit the needs of your business, there are several other platforms I’d recommend, including:

• Marketo: Great for larger enterprises, as it’s very customizable.

• Pardot: Top-tier Salesforce and B2B marketing integration.

• Mailchimp: One of the best email marketing automation platforms for individuals or small-business owners.

Each platform has its strengths and weaknesses, so do your research to evaluate how your chosen platform will operate alongside your business.

Automated Customer Satisfaction Email Campaigns

I’ve found that email automation campaigns are one of the most effective types of marketing automation for my business.

For that reason, one of the key automation strategies I’ve implemented over the years is an automated customer satisfaction email campaign. Each month, our clients receive a friendly email packed with tips, updates and a link to fill out a short survey.

By being proactive, I've found I can collect valuable feedback, make sure my clients are happy and show them that I’m working to make their experience better.

The content you include in these emails will depend entirely on your industry and target audience. As someone who works in property management, I might include practical tips on property maintenance, updates on market trends or information regarding any changes in the services I’m offering.

Providing these insights shows your clients that you’re an authoritative figure in your industry.

The survey link is a crucial component for me, as it helps me gather feedback and address concerns before they become issues that are out of my reach.

All in all, since implementing my campaign, I’ve seen a noticeable increase in client satisfaction. My clients appreciate consistent communication and feel valued knowing that I’m consistently looking to improve. It’s a win-win.

Sales Sequences For Different Customer Personas

Sales sequences have become an equally crucial aspect of my automated workflow, as they help ensure no leads fall through the cracks. Plus, they keep our sales team on top of the most critical leads.

To make the most of your sales leads, it’s a good idea to tailor them to fit your different customer personas. Start by looking at your client base as a whole and segmenting any separate key personas into groups. That way, any content you send to those groups will be personalized to them.

For example, you might have a unique sales sequence for a first-time homebuyer compared to a real estate or commercial property investor.

The “sequence” aspect comes from the fact that there are several steps you must include, such as automated emails, follow-ups and any additional touchpoints that might be relevant. If the sales sequence is targeting an investor first, those additional touchpoints might include market trend updates or burgeoning investment opportunities.

How A Monthly Newsletter Can Be Helpful

In 2022, over 83% of marketers sent out newsletter email campaigns.

Why? Because they’re more effective than they’ve ever been.

As you’ve probably guessed by now, one of the last main pieces of my automation strategy is my monthly newsletter. I’ve designed it in such a way to keep my clients and prospects engaged with what we’re doing and informed about the latest happenings in the real estate market.

Each newsletter contains a mixture of elements, including:

• A rundown of our monthly activities.

• Insightful market updates.

• Featured properties.

• Inspiring success stories from clients.

The idea of including all of this information is to ensure there’s something valuable for every reader.

Though writing and designing the newsletter is a manual, collaborative effort, we’re able to automate its distribution using our chosen platform, saving time and making for better consistency in our messaging.

Implementing Marketing Automation

Implementing marketing automation in your current strategy starts with setting clear goals.

What do you hope to achieve with automation, and how will you measure whether it’s successful once implemented?

It’s equally crucial to make sure any content you deliver using automation is relevant and valuable. Just because you’re saving bandwidth by cutting back on your manual work doesn’t mean you should let the quality of your content suffer.

Once you feel comfortable with more user-friendly email automation tools, try integrating automation into the other facets of your marketing strategy, including content and social media. By doing so, you’ll be able to maximize your impact and create a more cohesive approach. This can be especially beneficial if you don’t have the budget to hire separate marketing experts to take on these roles.

As a fellow entrepreneur, I encourage you to start exploring and implementing automation in your marketing strategies today.

Forbes Communications Council is an invitation-only community for executives in successful public relations, media strategy, creative and advertising agencies. Do I qualify?

Council Post: Strategies For Using Automation In Marketing (2024)

FAQs

What are marketing automation strategies? ›

A marketing automation strategy is a playbook for a brand's automated marketing tactics. It should answer the who, what, where, when and how of your automation plan. Your plan should tell you: Who your audience is. Include detailed information on your target audience and each of the audience segments.

How is automation used in marketing? ›

Marketing automation uses software to automate monotonous marketing work. Marketing departments can automate repetitive tasks such as email marketing, social media posting, and even ad campaigns - not just for the sake of efficiency, but also to provide a more personalized experience for their customers.

How do you implement and succeed with marketing automation? ›

6 Key Steps To Building A Marketing Automation Strategy
  1. Define Your Goals.
  2. Define Your Ideal Customer.
  3. Create Customer Journey.
  4. Understand Your Analytics.
  5. Marketing Automation Strategy Should Serve Your Customers.
  6. Provide a Multichannel Experience.

How effective is marketing automation? ›

The power of marketing automation lies in its ability to automate repetitive tasks, provide personalized customer journeys, target leads effectively, identify strong leads through lead scoring, segment the customer base, achieve higher conversion rates, enhance employee productivity, and drive and optimize revenue ...

Which strategy do you follow for automation? ›

An automated test strategy should be a part of a bigger, product-wide testing plan. By doing that, you create a unified approach. Just like a regular QA test strategy, an automated software testing strategy defines key focus areas: goal, testing levels, types of testing, tools, scope, and test environment.

What is next best action in marketing automation? ›

'Next Best Action' in marketing automation refers to the predictive analytics and algorithms used to determine the most effective action to take with a customer or prospect. It involves analyzing customer data, behavior, and preferences to anticipate their needs and tailor marketing efforts accordingly.

What is the power of marketing automation? ›

Combining artificial intelligence with automation marketing helps marketers truly supercharge their marketing efforts by providing a better customer experience, increasing their efficiency, putting out more relevant content, and driving business growth.

What is a marketing automation workflow? ›

Marketing automation workflows are sets of rules used to automate different steps of the marketing process. For years, they've helped teams streamline time-consuming marketing tasks, mainly around sending emails, managing leads, and sharing data between systems.

What is the practice of marketing automation? ›

Marketing automation is the practice of distributing digital marketing materials based on customer interactions or independent triggers such as date or time. By automating processes, marketing automation allows teams to more effectively market across multiple channels.

What are some marketing automation best practices? ›

7 Best Practices for Marketing Automation Success
  • Know your audience. ...
  • Understand your customer's journey. ...
  • Collect the right data. ...
  • Set up lead scoring. ...
  • Create multichannel experiences. ...
  • Automate internal processes not just campaigns. ...
  • Track your performance.
Jan 15, 2024

How to set up marketing automation? ›

Here are 5 steps you should follow when getting started with a marketing automation campaign:
  1. Get to know your customers and data. ...
  2. Map your customer journey. ...
  3. Craft a content strategy based on your journey and goals. ...
  4. Build up your email distribution list. ...
  5. Monitor and optimize, constantly.

What are strategies for automation and process improvement? ›

8 steps for implementing a successful process automation strategy
  • Show value of automation to leadership. ...
  • See the big picture. ...
  • Create a culture of automation. ...
  • Reimagine workflows before automating. ...
  • Establish a supporting IT infrastructure. ...
  • Create a robust change management strategy.

What is the biggest obstacle to marketing automation? ›

To ensure a smooth implementation, marketing leaders should understand the marketing automation challenges that can create problems for their teams.
  1. Poor planning. ...
  2. Lack of IT support. ...
  3. Slow processing times. ...
  4. Decentralized data. ...
  5. Significant financial investment. ...
  6. Generic messaging.
Jan 9, 2024

What are the benefits of marketing automation? ›

Table of contents:
  • The benefits of marketing automation.
  • Generate better leads.
  • Nurturing leads.
  • Personalizing the customer journey.
  • Better data for smarter decisions.
  • Get sales and marketing on the same page.
  • Build a 360-degree view of your customers.

What is the future of marketing automation? ›

1. AI-Powered Automation. Artificial intelligence (AI) is increasingly being integrated into marketing automation platforms, enabling more advanced automation and personalization capabilities. AI can analyze customer data in real-time, allowing businesses to deliver more relevant and timely messages to their audience.

What is an automation strategy for a business? ›

A process automation strategy can bring a host of competitive advantages for your company: Learn more about how to build an effective strategy. An automation strategy can bring a host of competitive advantages for your company: cost savings, increased efficiency and accuracy, and an improved customer experience.

How to create a marketing automation? ›

There are many steps involved in the process of creating a successful marketing automation strategy. Brands need to define goals, target audiences, map customer journeys, create personalized content, establish workflows, analyze results and continually optimize campaigns.

What is marketing automation and CRM tools? ›

At first glance, CRM and marketing automation may seem pretty similar. But in reality, they serve two fundamentally different purposes. CRM software focuses on sales, while marketing automation software, fittingly, focuses on marketing efforts.

References

Top Articles
Integral Pilot Countersink Cutters Integral Pilot 1/4"-28 Thread, 100°
11 Ways To Fix IPhone Photos Not Loading
Toa Guide Osrs
Encore Atlanta Cheer Competition
Barstool Sports Gif
Nyuonsite
Atrium Shift Select
Scentsy Dashboard Log In
litter - tłumaczenie słowa – słownik angielsko-polski Ling.pl
Mycarolinas Login
The Weather Channel Facebook
Evangeline Downs Racetrack Entries
Readyset Ochsner.org
Mephisto Summoners War
Caliber Collision Burnsville
Lonadine
Current Time In Maryland
735 Reeds Avenue 737 & 739 Reeds Ave., Red Bluff, CA 96080 - MLS# 20240686 | CENTURY 21
Midlife Crisis F95Zone
Paychex Pricing And Fees (2024 Guide)
Promiseb Discontinued
Talk To Me Showtimes Near Marcus Valley Grand Cinema
Dark Entreaty Ffxiv
Doctors of Optometry - Westchester Mall | Trusted Eye Doctors in White Plains, NY
Cal State Fullerton Titan Online
Bj's Tires Near Me
N.J. Hogenkamp Sons Funeral Home | Saint Henry, Ohio
Dailymotion
Franklin Villafuerte Osorio
Opsahl Kostel Funeral Home & Crematory Yankton
Kattis-Solutions
Regis Sectional Havertys
Can You Buy Pedialyte On Food Stamps
Sam's Club Gas Prices Florence Sc
Thelemagick Library - The New Comment to Liber AL vel Legis
Energy Management and Control System Expert (f/m/d) for Battery Storage Systems | StudySmarter - Talents
ACTUALIZACIÓN #8.1.0 DE BATTLEFIELD 2042
Chase Bank Zip Code
Grand Valley State University Library Hours
Walmart Careers Stocker
Mcoc Black Panther
Who uses the Fandom Wiki anymore?
6463896344
Jeep Forum Cj
Heat Wave and Summer Temperature Data for Oklahoma City, Oklahoma
Msatlantathickdream
Jigidi Jigsaw Puzzles Free
Raley Scrubs - Midtown
Rise Meadville Reviews
Acellus Grading Scale
Latest Posts
Article information

Author: Stevie Stamm

Last Updated:

Views: 6342

Rating: 5 / 5 (60 voted)

Reviews: 83% of readers found this page helpful

Author information

Name: Stevie Stamm

Birthday: 1996-06-22

Address: Apt. 419 4200 Sipes Estate, East Delmerview, WY 05617

Phone: +342332224300

Job: Future Advertising Analyst

Hobby: Leather crafting, Puzzles, Leather crafting, scrapbook, Urban exploration, Cabaret, Skateboarding

Introduction: My name is Stevie Stamm, I am a colorful, sparkling, splendid, vast, open, hilarious, tender person who loves writing and wants to share my knowledge and understanding with you.