How to Leverage Marketing Automation to Improve Engagement, Retention, and Revenue

“Companies that excel at lead nurturing generate 50% more sales-ready leads at 33% lower cost.” — Forrester Research

Today’s customers are always on and connected across every channel – both online and offline. Reaching potential and existing customers across these ever-changing touchpoints can feel challenging and overwhelming. The good news…the right Marketing Automation strategy, platform, creative and expert team can help you acquire, engage and retain customers to improve marketing ROI and create long-term value.

Retention Program

Just as important as balancing customer engagement is recognizing when members of your audience are at risk of leaving. Closely monitor your customers’ behaviors, determine where they lose interest, and respond accordingly. How disengaged customers are handled could be the key to winning brand advocates. Make sure to regularly cleanse your contact lists, and create exit communications that make it easy for them to return.

Retention Program Example:

Marketing Automation Retention PRogram

Use Social Media

Social media plays a major role in retention and engagement. To save time, plan and automate posts to Facebook, LinkedIn, Instagram, and Twitter in advance, measure their interaction to stimulate engagement and provide customer service.

Create Customer Loyalty

Maintaining a high level of customer satisfaction is easier said than done. Effective marketing strategies help customers successfully adopt your products/services and reassure them that you are able to address their evolving interests and mitigate their pain points. Cultivate loyalty among your customers so they are willing and eager to advocate your organization among their peers.

“75% of organizations benefit from having in-house resources collaborate with outsourced specialists to optimize marketing effectiveness.” — Ascend2 Research

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 no-obligation call or email Lori Berson at

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.