What Is Marketing Automation? (A beginners Overview)

October 9, 2021

Navigating the content available online can be confusing and time consuming. Our objective is to guide someone with limited knowledge of this technology into being able to understand and unlock its potential.

We will guide you through the different features and give you a framework that will allow you to know what automation software best suits your company objectives.

Here is what we are going to cover:

  1. What is marketing automation
  2. Common marketing automation misconceptions
  3. Finding the right marketing automation software
  4. Lead generation workflows
  5. Landing page tips
  6. Email marketing
  7. How to use marketing automation tools to create custom workflows

What is the existing problem today?

Today's marketing is complex, between running social media campaigns, creating newsletters, sending onboarding emails and tracking all of those efforts is time consuming and difficult to scale.

One solution is to hire personnel, however, there reaches a breaking point where it no longer becomes viable due to the volume of leads and customers to attend. This is when marketing automation enters the picture.

Simply put, marketing automation is a software platform that streamlines, automates, and measures marketing tasks and workflows. It allows you to stay connected with your audience by installing a scalable 1-1 marketing framework that operates 24/7.

Marketing automation allows you to do the following marketing tasks more efficiently:

  • Email marketing
  • Landing page creation
  • Lead generation
  • List segmentation
  • Lead nurturing and scoring
  • Customer retention
  • Measuring marketing ROI
The ultimate objective is to automate repetitive tasks and create a proven framework for acquiring, nurturing and growing customers automatically.

By personalizing your messaging you can create specialized experiences for every customer or potential lead you have.  

Having access to this tool will allow you to have an objective view of your sales funnel and process, all the while finding areas that can be further optimized.

Finally, it provides you with the tools to constantly experiment and fine-tune your messaging and workflows. Having the analytics to understand what is working and why is how you can constantly improve your various marketing activities.

Over the course of these post you will learn about the various features that are standard in today's software offerings, understand the value in adopting this tool and provide you with a workflow in action.  

Next, we will analyse common misconceptions and myths that people have about the tool.

You can read that here.

Already a believer? This link takes you to identifying the right software for your organization.

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