Tips for Maximizing Your Marketing Automation Software


Most entrepreneurs today are prioritizing the aspect of automating their business operations to achieve success. One of the functions you can automate within your enterprise is marketing, which will give you valuable insight into the factors affecting your daily operations and the necessary adjustments you should consider adopting.

The decision to automate your marketing operations will affect your business operations in one way or another, and having an understanding of how you can achieve the most after acquiring the right software is paramount. Here are some tips on how you can maximize your marketing automation software.

Consider Social Media Integration

Social media is one of the most effective marketing tools for small businesses, and for that reason, you cannot afford to undermine its potential in reaching both current and potential customers. The implication is that if lead generation is part of your priorities, social media will play a significant role towards the achievement of this goal.

Integrating your social platform with the marketing automation software you are using is a wise idea if you want to maximize the results you get. When you connect social media with your marketing automation platform, you will gain a better understanding of what your clients require as well as insight into the best way of fulfilling their needs.

Leverage Progressive Profiling Functionality

One of the requirements for effective marketing is utilizing every opportunity you have to learn as much as you can about every client. Marketing automation software can give you access to details of those who visit your website when they fill out available forms, which will also encourage progressive profiling of particular individuals.

For instance, when someone fills out a form on one of your offers the marketing automation platform should lead them to your thank you page where they will find another product and fill out a different form requiring more information about them.

Marketing automation software allows you to create relevant content for every customer through progressive profiling functionality, which will capture the attention of your target audience.

Consider Integration with Your CRM

A CRM platform is an essential tool for every entrepreneur who wants to track the buying journey of each client for various reasons. Integrating your marketing automation software with your CRM platform will uncover details about the pages that individuals visit on your site, the links that clients click, the action that visitors take while on your website, among other things.

Understanding your customer’s journey in the buying process will encourage customization of your marketing activities, which is why you should consider linking CRM with your marketing automation software to achieve the most from both platforms.

Embed The Tracking Script

Correct embedding of the tracking code is prerequisite if you want to maximize your marketing automation software. Working with a knowledgeable consultant or agency during the process of marketing automation software implementation is a necessity if you want to capture all the basics of using this tool.

Unfortunately, small business owners may not enjoy the privilege of engaging experts in-house after acquiring the ideal software for marketing automation, which can diminish the potential of maximizing the platform.

We can help you embed the tracking script if you lack knowledge in the use of marketing automation software, which will promote the achievement of desirable results after implementation.

Create and Use Reports

Business operators invest in various systems that generate multiple reports, and they can use this information to enhance their operations. Marketing automation software can avail details about different interactions between your business and customers in addition to giving you the option of creating the queries or reports you require for tracking leads.

Leveraging the data you collect through the marketing automation platform is part of the approaches you can use to maximize the potential of this software. If you need more information on tips for maximizing your marketing automation software, contact us today!

The SmallBizRising Blog is designed to be an educational content hub pulling information, best practices and practical advice for the small business owner and features topics including accountingmarketingtechnology and more.  Be sure to subscribe to stay up to date with new content as it is posted.  The blog was created by The Neat Company and receives contributed content from a group of contributing companies that provide technology, services and solutions to small businesses.

This article presented by:
Swiftpage, the maker of Act!, is a leading provider of software and services that help small and mid-sized businesses grow.
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