Once you have visitors on your website, the next step is to convert them. At the very least, you should start collecting their email addresses. Once you start building an organic email list, you can start reaching out to your customers and prospects so that you can re-engage them through your content: ebooks, whitepapers, and tip sheets. Here are the most important components of conversion optimization:
But marketing automation apps with CRMs go much further. They tie directly into your site or app, adding all of your users into the CRM as soon as they sign up. They'll then monitor your site stats, showing how people discover you, which parts of your site they've seen, and then point out the people you focus on in your marketing efforts. They'll even automatically email your users to make sure they don't forget about your product.
Picture a black box that plugs into the wall. Plug it in, turn on the switch, and qualified leads with an interaction history are automatically added into your 1CRM system – day in and day out – while the system is running. You’ll also get charts and feedback on which messages clients respond to best, so that the ‘machine’ can just get more and more effective over time.
Personalization. Without personalized messaging, you’ll miss out on a significant number of conversions. Leverage marketing automation’s tracking capabilities to tailor your conversations with your contacts. Personalization works: 88% of U.S. marketers reported seeing measurable improvements due to personalization — with more than half reporting a lift greater than 10%.
Marketing automation systems generate huge amounts of not-very-well-structured data and analyze click streams in response to campaigns. In companies with large lead counts, the reporting engines have to handle tens of millions of rows – but the tables are very narrow (typically, less than 10 columns) so report outputs don’t involve a ton of query logic…just a ton of raw data.
Marketing departments, consultants and part-time marketing employees benefit by specifying criteria and outcomes for tasks and processes which are then interpreted, stored and executed by software, which increases efficiency and reduces human error. Originally focused on email marketing automation, marketing automation refers to a broad range of automation and analytic tools for marketing[2] especially inbound marketing. Marketing Automation platforms are used as a hosted or web-based solution, and no software installation is required by a customer.
Traditionally, this automation software has been equated to email marketing tools that automate sending and tracking of mass email campaigns. However, this software offers much beyond that. Today, it is an established fact that this type of automation has a direct tangible impact on the revenues of businesses, especially in the case of B2B enterprises.

This is another fundamental feature of marketing automation software. Lead scoring enables marketers to concentrate on the most promising leads. Every customer receives a score, based on his activities. When a lead matures i.e. reaches a threshold value, it is sent to a sales representative so that appropriate action can be taken. Being able to move leads through the entire marketing funnel is a challenging task and should be handled effectively by your Marketing Automation Platform.


Marketers use forms to collect contact information that allows them to qualify leads. Based on the information submitted, you can have automation set up to place leads in respective buckets depending on the initial data collected, Davis added. At that point, you are put in a position to identify your “best” leads and determine the best means of communicating with your new lead to ensure a higher closing rate. 
Obviously, the output of the marketing automation system should be an input to the CRM system. But that linkage should be only for those leads that are really ready to be qualified—typically well below 10 percent of the total stored in the marketing automation system.  Even the leads that have not survived qualification or have simply lost interest should be hidden from the sales team – they’re just clutter and an unpleasant reminder about someone who wasted their time.
When the two functions combine, marketing and sales departments work as a single unit.  Marketing sells (creating visibility) on a large scale, while sales markets in a one-on-one fashion, using the information-sharing and persuasion tactics. With sales and marketing working so closely, there’s a clear value in getting the two divisions on the same page, and working in even more alignment. For small businesses, that’s particularly important as getting the best out of one single lead is crucial.
Good marketing automation takes into account the evolving needs of your leads, and the behaviors and interactions they have with you across all of your marketing channels. not just email. Using behavioral inputs from multiple channels such as social clicks, viewing a pricing page or consuming a particular piece of content gives marketers the context they need to fully understand a lead’s challenges and how to guide them down the funnel. The most effective marketing automation not only collects data from multiple channels, but uses those various channels to send their marketing messages as well. That means the success of your campaign relies less on the email, and fully utilizes the various channels that influence a buyer’s decision.

For companies that can’t decide on how to kill all the birds with one stone, it’s good to know that most of marketing automation functionality can be supported within a CRM system too! For example, everything that falls into lead management (lead segmentation, personalized email marketing, lead nurturing, analytics) can be activated within CRM software through either in-built tools or customization, depending on how complex requirements are. I tell more on the benefits of this approach for SMEs here: https://www.scnsoft.com/blog/benefits-of-crm-software-for-smes
ThriveHive is marketing platform that empowers small business owners to grow their businesses through better marketing. The platform includes all of the essential online marketing tools and guidance necessary to get small business owners online and to succeed with marketing. ThriveHive is guided marketing for small business. Features Include: Better Website (optional) - Professionally built or DIY Customized Marketing Plan - Plans that work for small businesses Marketing Platform- All of your marketing in one place Contact Manager - Manage leads & customers Email - Send & track emails & newsletters Blog & Social Media - Create blog & social media posts Insight Emails - Marketing & lead notifications Marketing Coach - One-on-one expert marketing help Managed Advertising - Google AdWords & More
Marketing Automation platforms allow marketers to automate and simplify client communication by managing complex omni-channel marketing strategies from a single tool. Marketing Automation assist greatly in areas like Lead Generation, Segmentation, Lead nurturing and lead scoring, Relationship marketing, Cross-sell and upsell, Retention, Marketing ROI measurement.
HubSpot is a leading growth platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 52,000 total customers in more than 100 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to Grow Better. HubSpot Marketing Hub has everything you need to run successful inbound marketing campaigns that make people interested in your business and happy to be your customer.

Analytical insights offered by leading SMB marketing automation solutions have helped marketers track and respond to unique customer behavior and take decisive action by interpreting the same. B2B Marketers who proactively leverage data-driven marketing are “three times more likely than laggards to report achieving competitive advantage in customer engagement/loyalty.


That means we should treat them like a real person, not a fragmented self across different tools like email, social media, etc. If we can leverage all the marketing tools, channels and behavioral data possible to paint a complete picture of a person, we can nurture them based on their unique challenges and interests, not based solely on the emails they open or click through.
Once you have visitors on your website, the next step is to convert them. At the very least, you should start collecting their email addresses. Once you start building an organic email list, you can start reaching out to your customers and prospects so that you can re-engage them through your content: ebooks, whitepapers, and tip sheets. Here are the most important components of conversion optimization:
But marketing automation apps with CRMs go much further. They tie directly into your site or app, adding all of your users into the CRM as soon as they sign up. They'll then monitor your site stats, showing how people discover you, which parts of your site they've seen, and then point out the people you focus on in your marketing efforts. They'll even automatically email your users to make sure they don't forget about your product.
dotdigital (formerly dotmailer) is a global leader in customer engagement technology and Engagement Cloud is its platform: the preferred choice for growing businesses and ambitious brands. The platform’s impressive features empower over 80,000 marketers across 150 countries to acquire, convert, and retain customers at scale. Users can connect with CRM and ecommerce systems, surface powerful data, and automate intelligent cross-channel messages that resonate with audiences. Established in 1999, dotdigital is a global company with over 350 employees, serving brands of all verticals and sizes. Our easy to use and powerful email solution enables SMBs, large enterprise and agencies to manage and grow their email strategy and more by making it easy to build your own marketing cloud, using our extensive app directory. A Magento Premier Technology, Shopify Plus and BigCommerce partner, dotdigital integrates seamlessly with many world-class ecommerce platforms and CRMs including Salesforce and MS Dynamics. Our recent acquisition of COMAPI cements our commitment to empowering marketers by providing customers with best-in-class omnichannel messaging capabilities such as SMS, live chat and social media integration. Start a free trial: https://www.dotdigital.com/trial/
“Set it and forget it” solution. Marketing automation is a remarkable tool that helps marketers achieve results. But those results don’t happen without a the right processes, strategy and effort set in place. Marketing automation is meant to enhance and support marketing and sales, NOT become a one-size-fits-all substitute. So don’t sit back and expect marketing automation to magically achieve goals without you.
Forms and landing pages: Build custom landing pages without having to know HTML and link marketing assets stored in automation systems to use as downloadable content. Progressive profiling helps marketers shorten forms to ensure prospects aren’t turned off by long forms. They can be shown additional fields in future forms allowing marketers to build up a detailed prospect profile over time.
A marketing automation app will take a bit more time to set up than the traditional CRM. You'll likely need to copy a bit of code from the tool after you've created your account, and embed it into your site or app. Once you've done that, though, the apps here will do the rest of the work for you, identifying your visitors and clients and automating most of the CRM heavy lifting you'd have to do in other apps.
Marketing automation plugs into a company's CRM system, which, typically, has its own native marketing automation cloud service (such as Salesforce Pardot and Oracle Eloqua). Eloqua will work with other CRM platforms that compete with Oracle's, and Marketo, an independent marketing automation platform, will work with Salesforce, Oracle, Microsoft and other CRM systems. HubSpot also is a popular marketing automation platform that has its own CRM backbone. 																		
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