Author: Nicola Hodd

10 top tips for those getting started with Marketing Automation

I see many ‘listicles’ about why companies should adopt marketing automation and the benefits of it but I really like this one about how to get started. Having worked with many customers on their Pardot implementations, these are top tips that I can absolutely relate to and recommend! The list is full of best practice advice including strategy, set-up, tracking ROI, training and user adoption. All important factors to marketing automation success.

Regardless of which marketing automation platform you use, take a look at these top tips to help get your strategy aligned with business, your ROI proven and your marketing automation program running smoothly.

 

As with all marketing initiatives, the implementation of marketing automation must be strategy-led to be effective.

 

Would you hit delete on all of your data?

Due to a data breach back in 2015 which highlighted some serious flaws in their data management, Wetherspoons has just deleted almost all of it’s customer data! It’s a brave move and one that I doubt many other organisations would be willing to take. But their logic for doing so isn’t a bad one – it significantly minimises their risk of a data breach and allows them to focus on other channels that are more successful for them.

This certainly isn’t a strategy for everyone and I would argue that B2B organisations are the least likely to adopt such drastic action. But for a large consumer brand who are targeting the millenial generation, I can see why this is less of an issue when they are more likely to be on Snapchat or Instagram rather than checking their emails.

Wetherspoons is effectively saying our email marketing strategy isn’t working and is susceptible to hackers, what’s the point in persisting with it? Why don’t we invest our energy into something less complicated?

GDPR needn’t be a bombshell for customer-focused marketers

It’s not the first time I’ve heard that GDPR doesn’t necessarily have to be all doom and gloom for businesses. As I witnessed at a recent Pardot User Group, it can also be seen as an opportunity for marketers. It is no doubt an important set of regulations to be aware of and adhere to but if you are already delivering on data collection best practice then you will be part of the way there.

Putting the customer first ensures you build processes that are both fair and relevant for the user. The benefits to your business are paramount with engaged and active prospects who want to receive your communications and who are more likely to become loyal customers.

So our advice? Review the data you already have and what permissions you already hold to contact them. Work out how current prospects are being opted in and consider whether it is a clear enough statement and expresses explicit consent. Next ensure your customers preferences are properly maintained as their interests, requirements and circumstances change over time.

 

Whilst there is still some ambiguity in the guidance offered on GDPR in the UK by the Information Commissioner’s Office, savvy marketers that understand their customers shouldn’t have too much to worry about.

Is marketing technology affecting your relationship with IT?

It’s no secret that there have been power struggles between sales and marketing as both functions strive for increased lead generation and revenue growth across the business. But with the advancement of marketing technology, it seems as though there is a new power struggle between marketing and IT to get systems fully integrated with the business whilst growing revenues and keeping the customer experience central to key decisions.

As with any source of dispute within an organisation, a clear and concise message from the top down about key priorities should help to align cross-functional teams to focus on the business objectives – not individual team objectives.

Find out how to untangle these threads of discord in the article below:

 

The impact of this discord on the organization is that revenue and profit goals may be missed, opportunities will be missed, marketing will be frustrated and miss its annual goals, and IT will spend more time being reactive instead of proactively helping the business grow.

How To Untangle The Threads Of Discord Between Marketing And IT