by bersondev | Jun 7, 2022 | Marketing, marketing automation, marketing technology
Marketing automation empowers marketers to focus on the strategic initiatives rather than get bogged down with the tactical implementation, and it aligns sales and marketing towards accomplishing common goals. This all adds up to decreased costs and increased revenue.
Marketing Automation Features
Campaign and Email Management
Create and track highly targeted marketing campaigns. Manage end-to-end email campaigns, including database management, target list creation and segmentation, email personalization, and SPAM-compliant auto unsubscribe capabilities.
Website Search Engine Optimization
Connect with your customers early in the buying cycle with search engine-friendly pages.
Landing Page and Forms
Create dynamic landing pages and forms. Build reusable templates to create a consistent look and feel. Instantly create leads in your CRM system for immediate sales follow-up on all form submissions.
Lead Reporting and Analytics
Get comprehensive insight into your marketing programs by program type, lead source, and promotions — in real-time. Seamlessly track lead-to-revenue to measure the ROI of your lead generation programs.
“91% of the most successful users agree that marketing automation is ‘very important’ to the overall success of their marketing across channels.” —Ascend2
Marketing Automation Benefits
Effective Multi-Channel Campaign Management
Streamlines the execution of complex marketing campaigns across multiple channels, including websites, email, events, and social media with a centralized marketing platform.
Improves Sales Collaboration
Aligns marketing and sales goals to improve collaboration and convert leads into customers.
Shortens Your Sales Cycle
Delivers highly relevant dynamic content to prospects at the right time, right place and right channel, guiding them through the buying cycle.
Quantifies and Prioritizes Leads
Captures, identifies, scores and nurtures leads based on profile, behavior, interests, and conversion readiness to deliver sales-ready leads.
Real-Time Visibility
Provides insight into campaign performance and return on investment (ROI) with robust analytics.
To learn how to best use Marketing Automation to increase ROI, check out this article.
As a recognized Marketing Automation leader for the past decade, we work with firms to help them utilize their marketing technology to increase revenue. To see how we can help you, schedule a free consultation or email Lori Berson at lberson@BersonDeanStevens.com.
BersonDeanStevens has been a recognized brand strategy and marketing leader for over 25 years, including over a decade in Marketing Automation. We work in partnership with you to differentiate your brand and achieve your business goals. Client list.
by bersondev | May 11, 2022 | Marketing, marketing automation, marketing technology
While most businesses know that adopting Marketing Automation is more important than ever, it’s just one part of the solution. To generate ROI, you really need to make full use of all of the platform’s features, including emails, content, nurturing programs, triggered messages, lead management, and reporting, just to name a few.
Achieving Marketing Automation success requires:
• A comprehensive strategy.
• Effective creative.
• Up-to-date processes and software.
• And the right people with the rights skills.
Whether you are investing in, or migrating to, new technology, everything from the initial set-up through campaign execution and follow-up is crucial. Investing in the right people with the right skills will allow you to better set up, create, and manage your marketing program. If your not using Marketing Automation or not using it to the max, you’re forfeiting ROI.
The good news is, if you don’t have the right team with the right skills, you don’t have to “buy” (hire staff)…you can “rent” the skills you need much more cost-effectively by using consultants to work with you to:
• Formulate or optimize your marketing budget.
• Ensure you’re using the Marketing Automation platform that’s best for you.
• Fill in your skills gap.
• Develop, design, and create content for your campaigns.
• Achieve revenue goals faster.
• Increase efficiencies and supercharge productivity.
• Speed up the sales cycle with automated workflows.
• Take your company to the next level.
As a recognized Marketing Automation leader for the past decade, we work with firms to help them utilize their marketing technology to increase revenue. To see how we can help you, schedule a no-obligation call or email Lori Berson at lberson@BersonDeanStevens.com.
BersonDeanStevens has been a recognized brand strategy and marketing leader for over 25 years, including over a decade in Marketing Automation. We work in partnership with you to differentiate your brand and achieve your business goals. Client list.
by bersondev | Apr 8, 2022 | Marketing, marketing technology
We typically associate the term “audit” with finance and taxes. Whether for taxes or marketing, the purpose of an audit is to uncover what you did and why, what’s working, and what should be changed.
A marketing audit should examine all of your work, your calendar, and the results to determine successful efforts, evaluate where you’re over- or under spending, check your ROI, and make some key decisions for moving forward. It’s best to audit your marketing processes and operations, data, content, and even your staff. Start small and be sure to set up metrics and benchmarks. The following seven steps will help you with the process:
Step 1: Select what you want to audit first.
For example: evaluate your marketing operations and creative workflow. Are you getting things out the door on time and on budget, or are there endless revisions and missed deadlines? Or look at your content – such as your email campaigns.
Step 2: Collect the facts.
Dig into your archives. When you’re auditing your content, for example, start by looking through your editorial calendar to see what was done this year. Set up a spreadsheet and add a line-item for each effort and the date it ran. Add another set of columns to track marketing metrics. To easily see patterns, try to limit your data by evaluating just a few key things. Go through all your campaigns and make notes.
Step 3: Gain insights.
What do you want to know about your operations, content, or ROI? Maybe you’d like to figure out your averages or track the highest- and lowest-performing efforts. You should also calculate the cost-to-effort ratios and compare successes from one year to the next. If you have KPIs established for your business, start there and create a chart to track the success of these indicators.
Step 4: Document your methodology.
As you’re tracking the facts, document your steps. Write down what data you used and how you calculated your numbers to easily recreate it in the future, if necessary.
Step 5: Create a report of the results.
Use high-level notes as well as granular examples that illustrate your points. To easily identify patterns, use visuals (e.g. graphs and infographics). This can be used as an executive-level summary and as a reference the next time you conduct an audit.
Step 6: Analyze your findings and make decisions.
Once you have all the facts, see what patterns emerge and then take action. What efforts performed well? Do you want to retry them or is it time to discard them? Review your organizational process and strategy. Determine bottlenecks, find where repeatable processes can streamline productivity and cut tasks that aren’t adding value.
Step 7: Repeat.
Schedule your audit(s) once a month, quarter, or year to re-evaluate how you’re doing. Like any metrics, it’s wise to capture data at the same time each cycle – for example, if you audit in July, audit next July – so you’re comparing apples to apples.
As a recognized Marketing Automation leader for the past decade, we work with firms to help them utilize their marketing technology to increase revenue. To see how we can help you, schedule a free consultation or email Lori Berson at lberson@BersonDeanStevens.com.
BersonDeanStevens has been a recognized brand strategy and marketing leader for over 25 years, including over a decade in Marketing Automation. We work in partnership with you to differentiate your brand and achieve your business goals. Client list.
by bersondev | Mar 5, 2022 | marketing automation, marketing technology
The proliferation of digital channels and devices has made it challenging for marketers to accurately target prospects with the right messages, on the right devices, at the right times. Prospects are managing more of the buying process themselves, creating decision shortlists by researching brand websites and social channels without ever speaking to a sales rep. As such, to be effective, marketers must be creative, targeted and aligned with sales goals, and they must also have greater visibility into buyer attributes and behaviors.
Faced with these challenging market dynamics and increasing ROI (Return on Investment) pressure, marketers at companies of all sizes are turning to Marketing Automation as a solution to:
Increase marketing efficiency.
Marketing Automation enables marketers to automate the time-consuming manual tasks around content creation, management, and personalization, campaign scheduling and execution, data hygiene (i.e. fix duplicate or inconsistent data in separate silos), communication with sales, and lead nurturing. Marketing Automation saves time and improves productivity.
“Best in class marketers are 67% more likely to use a Marketing Automation platform and see 14% overall growth in marketing revenue.” – Aberdeen
Enhance the ability to generate more and better-qualified leads.
With Marketing Automation, marketers combine multiple criteria including demographic, firmographic (firm demographics) and behavioral data (pages visited, downloads, completed forms) with a lead-scoring system to generate and identify sales-qualified leads.
A multichannel view of prospect behavior.
Marketing Automation platforms integrate multiple channels to create more comprehensive prospect profiles and more holistic views of prospect behavior.
Better alignment of sales and marketing goals.
Marketing Automation software helps to align sales and marketing efforts ensuring sales reps are working with sales-ready leads. Working cooperatively to set scoring parameters and define qualified leads, sales and marketing become one team. Marketing works on building relationships with early-stage leads to enable the sales team to focus their efforts on the most highly qualified prospects.
Improve lead conversion and ROI.
According to Forrester Research, B2B marketers who implement Marketing Automation experience a 10 percent increase in their sales pipeline contribution.
To learn how to best use Marketing Automation to increase ROI, check out this article.
As a recognized Marketing Automation leader for the past decade, we work with firms to help them utilize their marketing technology to increase revenue. To see how we can help you, schedule a free consultation or email Lori Berson at lberson@BersonDeanStevens.com.
BersonDeanStevens has been a recognized brand strategy and marketing leader for over 25 years, including over a decade in Marketing Automation. We work in partnership with you to differentiate your brand and achieve your business goals. Client list.
by bersondev | Mar 1, 2022 | Lead Generation, Marketing, marketing automation, marketing technology
Marketing automation success requires more than just software. It takes strategy, creative, and the right team. Whether you are new to marketing automation or have a platform in place, here are sample questions and a worksheet for organizations that have marketing bottlenecks.
Lead Scoring Questionnaire
- Which channels contribute to your current customer acquisitions?
- What content contributes to your current customer acquisitions?
- What are the general steps your current customers took to become customers?
- Based on the earlier assessment of your marketing processes, how would you change your lead scoring model to improve these processes?
Lead Scoring Worksheets
To ensure you provide your Sales team with right leads at the right time, Marketing and Sales should develop the lead scoring model together.
To start, audit your sales-ready prospects and customers who have recently closed to learn their activities and behaviors. (Example: did 70% of your customers come from one lead campaign or lead magnet? Did they schedule a call with your sales team?)
As you clarify the type of leads that Sales prefers, you’ll be able to assign points to lead characteristics like attributes, activity, and engagement. Like campaigns, lead scoring is not a set it and forget it effort. After the initial set up, you’ll need to continue to evaluate your model and adjust it accordingly. Remember, Sales always prefers better qualified leads versus a higher quantity of leads.
PROFILE SCORE
This category helps you determine which contacts are a good fit for your Sales team. The Profile Score rules apply only once. (Example: when your contact enters a specific list based on their form submission, their score will be assigned.)
Make sure each contact has the attributes you’re looking for: job title, company size, industry. You can set up the rules to add points for attributes you prefer and subtract points for attributes that don’t work for your business.
BEHAVIOR SCORE
The Behavior Score shows you the contact’s activity. You’ll be able to identify implicit activity by your contact. (Example: the contact browses certain web pages.)
Depending on your scoring model, Sales might want to reach out to a contact based on their behavior. (Example: if a contact visits a pricing page on your website.) Behavior Scores are applied for every action taken so they can be applied multiple times.
ENGAGEMENT SCORE
This Score helps you identify explicit actions taken by your contacts and are potentially more valuable than implicit actions. A highly-engaged contact is expressing interest in your content. (Example: a form submit, clicking a link in an email.) Engagement Scores apply every time an action takes place.
All three categories: Profile, Behavior, and Engagement Scores give you an understanding of how well a contact fits your ideal customer profile, how active they are on your website, and how engaged they are with your content and business. You can have automated alerts sent to your Sales reps to reach out to contacts based upon your scoring rules.
Aligning customer marketing and Marketing Automation strategies can be challenging and time consuming. The right Marketing Automation platform and experienced external resource will streamline and simplify the process, ensuring that your Marketing Automation strategy is on-point, on-budget, implemented properly, and optimized for success.
To learn how to best use Marketing Automation to increase ROI, check out this article.
As a recognized Marketing Automation leader for the past decade, we work with firms to help them utilize their marketing technology to increase revenue. To see how we can help you, schedule a free consultation or email Lori Berson at lberson@BersonDeanStevens.com.
BersonDeanStevens has been a recognized brand strategy and marketing leader for over 25 years, including over a decade in Marketing Automation. We work in partnership with you to differentiate your brand and achieve your business goals. Client list.
by bersondev | Feb 27, 2022 | Lead Generation, Marketing, marketing automation, marketing technology
Marketing automation success requires more than just software. It takes strategy, creative, and the right team. Whether you are new to marketing automation or have a platform in place, here are sample questions and a worksheet for organizations that have marketing bottlenecks.
Sales and Marketing Questionnaire
- Is the ideal customer the same for Sales and Marketing? If not, what’s different?
- How effective is the hand-off of leads from Marketing to Sales? Are the requirements clearly defined?
- Would your Sales team agree on Marketing’s assessment of the effectiveness? Why (not)? Would Management agree with Marketing’s assessment?
- Are there any other departments (Support, Operations) you’d like to involve in this implementation? What would you need to ask them?
Aligning customer marketing and Marketing Automation strategies can be challenging and time consuming. The right Marketing Automation platform and experienced external resource will streamline and simplify the process, ensuring that your Marketing Automation strategy is on-point, on-budget, implemented properly and optimized for success. Check back for Part 5.
To learn how to best use Marketing Automation to increase ROI, check out this article.
As a recognized Marketing Automation leader for the past decade, we work with firms to help them utilize their marketing technology to increase revenue. To see how we can help you, schedule a free consultation or email Lori Berson at lberson@BersonDeanStevens.com.
BersonDeanStevens has been a recognized brand strategy and marketing leader for over 25 years, including over a decade in Marketing Automation. We work in partnership with you to differentiate your brand and achieve your business goals. Client list.
