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BEST PRACTICES & STRATEGIES




What to consider when introducing a


marketing automation platform



The following seven tips could aside in order not to have to stop well as the central marketing con-
come in handy to avoid major pit- halfway. Similarly, budget re- trol of content and design.
falls before implementing a market- lease periods should be included 6. A / B tests: The evaluation of the
ing automation platform; or maybe in the project planning; otherwise impact of design and text in mar-
you just want to save detours and it can quickly lead to unplanned keting is always very subjective,
reach your marketing goal quicker, delays. therefore you should try to get as
then check out at some useful sug- 4. Ensure and monitor data quali- many opinions as there are mem-
gestions: ty: Often underestimated, for bers in the team to an email tem-
1. Keep in mind that good con- example, is the time and effort plate. Objective reviews are only
tent educates and entertains for the permanent monitoring of possible via A / B tests. Here you
As the boundaries between work the data quality. For this pur- should test both the subject line
and private life are more and pose, it is advisable to appoint a and email text, but also the place-
more disappearing, marketing data analyst who ensures that ment and number of buttons and
competes with messages not imports follow predefined policies forms: Interested parties are of-
only for getting the attention of and duplicates (for instance, by ten willing to give a lot of infor-
the target persons from 9am to uploading or from the CRM sys- mation for promising content, but
5pm, but also beyond that time. tem) are regularly merged, inva- sometimes not. It can be that a
This means that potential cus- lid email addresses get qualified button above the text is well
tomers must feel the relevance to retroactively, as well as incom- used, or even below, if the con-
their core tasks and get benefits pletely filled fields get appropri- text for it is necessary. Some-
by reading the subject line of the ately completed by external data times, it is good to have multiple
email/message, when you try to sources, nurturing programs or calls to action to be able to seg-
reach them. Particularly well suit- telephone qualifications. If no- ment prospects; sometimes one
ed are contents that both expand body feels responsible for the action is more effective. All that
knowledge and entertain. quality of the database, there is you can find out in tests. Many
usually a decline in deliverability, marketing automation platforms
2. Ensure internal exchange of an incorrect assignment to target offer standard features to do that,
ideas: Platforms like Yammer segments and ultimately unsatis- making the set-up and evaluation
are very well suited for the ex- factory results of campaigns and of such tests relatively easy (e.g.
change of ideas in a team or be- nurturing programs. with Marketo or Oracle Eloqua).
tween teams, channeling infor- Important is a minimum number
mation about new features and 5. Provide central templates for of data to draw meaningful con-
templates pretty well. By sharing, use in the regions: The scaling clusions, as A / B tests make just
you get a very good sense of factor of central templates is of- little sense when the total audi-
who is a specialist in that subject ten underestimated, as it re- ence is under 1,000 contacts.
and can support possibly with quires more than simple training.
ideas and knowledge. Moreover, With a number of central tem- 7. Manage expectations and be
many benefit from expert advice plates not only a unified branding patient: Success with marketing
and templates provided that can be guaranteed, but also the automation does not crop up
way. use of the platform is facilitated overnight. In the first year, the
considerably. Fact is that adapt- expectation should initially not be
3. Provide sufficient resources ing these templates puts already more than sending campaigns
for the change management: many regional marketing manag- successfully via the platform. In
Marketing automation means er to test, especially if they were the 2nd year, you can then al-
change management in any or- previously not necessarily work- ready take in hand a number of
ganization that implements it, ing with CRM or ERP software. MQLs (Marketing Qualified
hence responsibilities must be With the creation of their own Leads), and from the 3rd year
redefined and training and campaigns, most marketers are onwards a visible participation of
coaching is essential. If not all at first overwhelmed. Providing marketing in sales is realistic,
needed qualifications are availa- these templates as “offer” have because opt-in lists must be es-
ble in the team, look for "outside stood the test, where the regions tablished, data adjusted as well
help" to bridge the shortage in can then select, translate, cus- as processes implemented and
the short term or even perma- tomize and send whenever it optimized. All this takes time and
nently. Anyway, the implementa- makes sense for them. There- brings initially no visible success.
tion of marketing automation is fore, the regional marketing man- ◊
always accompanied by an in- ager has control of the target
vestment in internal and external audience and the dispatch, as By Daniela La Marca
resources, therefore set budget

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