How To Get Started With Marketing Automation. Easy Strategies, Popular Tools, Doable Processes

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1 How To Get Started With Marketing Automation Easy Strategies, Popular Tools, Doable Processes

2 Marguerite Inscoe Inbound Marketing Ninja B2B Inbound Marketing Agency For companies that want to generate leads via their website, our B2B inbound marketing agency has the expertise to make business happen.

3 Victor Clarke Marketing Quarterback Your hub for managing the creation, distribution, and management of inbound and outbound marketing. We help you market your marketing using print, websites, mobile sites and apps, promotional items, banners and posters, etc.

4 Agenda What do you want to accomplish with automation? The relationship between integration and automation The buyer s journey and your automation strategy Popular automation tools and details to keep in mind pull out your worksheet!

5 Why Marketing Automation? Capitalize on economy of scale! Save time and effort Reach more people Increase sales

6 Which Race Do You Want to Run?

7 Disclaimer: Automation Does Not Set your goals and objectives Generate your marketing strategy Produce your creative/branded content But it does.

8 An Inseparable Pair Automation: Manual activity replaced by a machine (aka electronic process). Integration: How separate systems connect and share information.

9 Simple Calendar Integration Example

10 Contact Database Integration Example

11 Start With Your Office Systems File Sharing Content Management Compatible Software Shared Calendars Task Management

12 Now Let s Talk About Marketing Every B2B company needs... Lead generation Lead nurturing To increase the LTV of customers To increase sales of high profit-margin items A diversified client portfolio

13 Buyer s Journey Awareness Consideration Decision Research Marketing and Sales Process Suspect Prospect Lead Qualified Lead Opportunity Customer Establish Marketing and Sales Systems Ads/SEO Social Media Website CRM Accounting Design

14 Let s Look at Some Tools! Accounting, CRM, , Website/SEO, Social Media

15 Accounting Automation/Integration: Marketing - Contact information CRM - New Opportunities Systems: Quickbooks (Intuit) Sage Netsuite

16 Customer Relationship Manager Integration: Accounting New Opportunities Marketing - Contact information Marketing Behavioral activity Personal /Events Record of comm. Social Media Behavioral activity Systems: Salesforce Microsoft Dynamics Nutshell Nimble Sugar Hatchbuck Support Tools: SideKick Apps Google Alerts

17 Marketing Automation: Drip s/Auto Responders Workflows based on triggers Smart Lists/ Tagging Integration: CRM - Contact information CRM marketing activity Accounting Customer contact Info Website Sign-up forms Website Visitor activity from campaigns Social media Sharing campaigns Social media - Sign-up forms Systems: Constant Contact MailChimp icontact Get Response

18 Website Automation: RSS feeds (to and social media) Integration: marketing Campaign data marketing Sign-up forms CRM - Lead behavior (intelligence) Social Media Sharing Social Media/Advertising/SEO Traffic and behavior Systems: Unbounce Leadpages Visit IQ Crazy Egg Google Analytics

19 Social Media Automation: Schedule posts RSS feeds for content curation Monitor and engage Auto follow/unfollow Performance reporting Influence Systems: Hootsuite Social Sprout Buffer Crowdbooster Booshaka Tweet Adder Feedly

20 Traffic Generators Types: Social Media PPC with Google Independent ad channels Organic Integration: Tracking from source to sale

21 It s a lot to integrate! Social media management marketing Lead intelligence Website performance CRM and Accounting

22 All-in-one Marketing Systems $300-$2500/mth Hubspot Annual commitment Extensive training Marketo Pardot Etrique Infusionsoft Callidus Cloud

23 Resources for You