Getting started with marketing automation is difficult for many companies. It is important that both the company and the software used meet the requirements for marketing automation. We have put together a checklist for you, which gives you an overview of the requirements for marketing automation and helps you to prepare.
Define the company's goals
The most important prerequisites for marketing automation must first be in place within the company itself. Above all, this means defining the company's goals. Think about which goals you want to achieve through marketing automation and create appropriate thresholds and threshold values so that you can not only evaluate the success, but also analyze it. Without these prerequisites, marketing automation cannot work and, above all, cannot be evaluated by you. 
The software must meet these requirements for marketing automation
For good and comprehensive marketing automation, you need suitable and powerful software. This is because it must be able to perform the various marketing automation functions. We have put together a checklist of the capabilities and options that every software should offer in this area. Pay attention to these features before deciding on a solution, because such software should be able to fulfill most of the requirements for marketing automation in any case.
1. Technical capabilities of the software
The basic technical requirements of marketing automation are of enormous importance. There are many functions that the software must fulfill. These include the following functions:
- Lead management: Lead and customer management is one of the most important skills of the software.
- Mail and mailing verification: You can have the software check the read, click and bounce rates of the mailings sent.
- Landing page creation: The software offers the option of creating simple and efficient landing pages for various campaigns.
- Batch and trigger emails: The software can send batch and trigger emails and check the recipients' reactions and respond accordingly.
- Creation of forms: The software should offer the option of attaching suitable forms for feedback generation to the various pages and offers and designing them.
- Templates: The software should allow you to work with templates and to manage, create and save templates.
- A/B/X tests: The software should allow you to carry out various A/B/X tests in different segments. This allows you to sharpen the campaigns and their successes.
- SEO functions: It should also be possible to implement basic and comprehensive SEO measures via the software.
- Social media access: Direct access to social media channels is an important prerequisite for marketing automation in order to integrate them into the various campaigns.
- Interfaces to your systems: The marketing automation software should be able to be connected to your other systems such as CRM system and e-commerce system via an interface. This means that data from your online store, such as shopping basket and purchase, can be used directly in the marketing automation solution for campaigns.
2. provision of campaigns
One of the most important functionalities of marketing automation is the optimized provision of content. This is the only way that marketing automation can deliver the desired message to the target person at the optimal time. You should always include these functions in your portfolio:
- Database segmentation: This allows you to easily and effectively filter and segment customers and customer data according to specific keywords or demographic values.
- Nurturing differentiations: By defining filters and conditions to fulfill certain parameters, e.g. interaction with content that has already been displayed, visiting certain subpages, you can address your customers precisely in nurturing campaigns.
- Real-time personalization: The marketing automation software can personalize and adapt the various media to suit the customer. As a result, it allows a much more targeted approach for your campaigns.
- Ad integration: The direct integration of ads (e.g. Facebook, Google Ads) into various campaigns with seamless functionality.
3. Voting options for the various campaigns
It is important that you can coordinate the various campaigns and tasks in Marketing Automation with your team members and your individual teams. This is also one of the important requirements of marketing automation, which a suitable software should always provide. This means that your marketing automation software should offer the following solutions and options:
- Lead assessments: This gives you the opportunity to qualify leads more effectively via the various touchpoints and campaigns and make this knowledge accessible to all employees at the same time.
- Data filtering: You can filter all relevant customer data and adapt it to the relevant requirements. This allows you to install notifications based on lead impressions, for example.
- Database integration: These solutions enable direct real-time integration of marketing automation and CRM systems. This keeps all data at the same high level for your employees and teams.
4. analysis options of the software
An important prerequisite for marketing automation is also the ability to analyze. It is therefore important to put the campaigns in relation to sales. The software you choose should of course be able to support you in this. The software should have the following functions:
- Multi-touch reporting: The ability to monitor the various touchpoints allows campaigns to be comprehensively structured and evaluated.
- Program ROI: The return on investment can be checked and evaluated with regard to many different factors. The more flexibly this can be set in the software, the better you can analyze the various ads and campaigns.
The right solution for your marketing automation requirements
All these requirements for your marketing automation can easily be solved by one software. Opt for the #1 all-in-one marketing automation. SALESmanago is Europe's largest marketing automation software and is already used extensively by many companies. Discover the many possibilities of marketing automation and create the perfect conditions with our software. You can now test SALESmanago free of charge and without obligation for 30 days
- .
Share
