Marketing automation implementation
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The document provides guidance on implementing a marketing automation system. It recommends: 1. Not overcomplicating the technical implementation and instead starting with a quick setup and testing phase to determine if the tool meets business needs before fully implementing. 2. Defining goals, scope of implementation, user stories, related data needs, and required assets before creating automation paths. Templates and examples from different industries are provided. 3. Recognizing that successful implementation requires substantial work from multiple stakeholders like marketing, sales, IT, and accounting, and that not all available tools and features need to be used.
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Common out-of-the-box features in marketing automation tools
How to justify investments in marketing automation
How much marketing automation tools cost
Essential pre-purchase tips and tricks to maximize an investment in marketing automation
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Marketing technology can offer many benefits, but the real value is uncovered when it’s integrated with the other tools and processes that enable you to run your business better. Yet, for many, this can be a daunting and overwhelming task.
This slide deck from Pinpointe and Effin Amazing’s CEO, Dan McGaw for shows you how to create and document a marketing stack that easily integrates with your website, products and business tools so you can effortlessly scale your business, be more resilient, increase productivity, and create more revenue.
What you’ll learn:
- What the integration process for different tools looks like and how you should set up integrations for faster data transfer and less redundancy
- What tag management is and why how it controls and manages your customer data
- Whether or not you should be using a customer data platform for integration
- How to build a taxonomy and schema sheet
- The proper way to name the actions your users take
- How to store important demographic, technographic, and firmographic data
- How to maintain data governance in your marketing stack
If you are looking to build the operation’s foundation for long-term growth through an optimized martech strategy, view these slides and the accompanying webinar.
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Marketing_Automation_Why_Use_Implementation_Partner
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Customer Success Software How to Pick the Best
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Marketing Quick Start Guide 
Marketing Quick Start Guide Act-On Software This document provides a quick start guide for marketers to implement marketing automation. It outlines six steps: 1) Get organized by assembling data and content, 2) Sync with sales by setting up a lead management program, 3) Assemble a high-performance team with the right competencies, 4) Implement a pilot automated program to test the process, 5) Optimize and measure results using tactical and strategic metrics, and 6) Reap the rewards of increased qualified leads, revenue, and return on investment that marketing automation can provide. Keeping the initial setup simple and focusing on the basics allows marketers to quickly see results and accelerate their ROI.
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What Is CRM Software? An Introduction For Small BusinessesFit Small Business This guide is for small business owners interested in using CRM software to organize their client information, close more sales, and better serve their existing clients. We’ll cover what a CRM package is, it’s basic features and functions, and how to know if using CRM software will benefit your business.
Successful Marketing Automation
Successful Marketing AutomationSashindar Rajasekaran Marketing Automation can lead to successful turnarounds
if done right, and this whitepaper aims to
highlight how Marketing Automation is subject to
multiple points of vulnerability and what needs
should be addressed when considering automation.
Getting Started With Marketing Automation
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