Get to know what is, what isn't, benefits and best practices on B2B marketing automation.

1. www.infocheckpoint.com
What It Is What it is not
Marketing Automation (MA) is a process ? about only implementing a new
It is not
which ensures that prospects are product; it is about a change in mindset.
constantly engaged.
Automation alone does not translate to
?
? and delivers email campaigns
It creates increase in sales, it automates sending
and other marketing collaterals of email; taking the prospect to the next
level is what the sales team needs to
? website traffic and email
It tracks do.
responses
It is as good as the strategy that is
?
developed for it..
Best Practices Dictionary
All functionalities of MA tools should be used to justify
its effectiveness. You should: Marketing Automation - The
use of software and technology
Observe customer actions and interactions to
æ to streamline marketing
send them relevant messaging at the right processes. It provides
time.
awareness of different phases
æ which customer is in the “buying mode”,
Know of the customer lifecycle.
therefore building valuable leads for your sales
team.
æ measure and develop reports through
Monitor Data Modeling – Marketing
KPI dashboards to find out marketing and sales information of offers,
effectiveness.
campaigns and audience
Develop customized and flexible sales
æ graphical represented.
workflow to give attention every lead deserves.
Integrate MA with CRM systems in order to
æ
nurture leads with relevant communication. Data Warehousing –
3 questions that will help in knowing if MA Collection, sorting and
works for you: categorizing of data for future
extraction. Merging or
1 Do you have more number of leads than you
can manage individually?
matching of data will provide
further in-depth understanding
of and targeted use of
2 Do I have actionable customer segments and
targeted marketing plans? information for campaigns.
3 Do you have a CRM system already in place
to integrate with MA?
Customer Analytics –
If you’ve answered yes to all questions, then Analysis based on customer
Marketing Automation is something you need to needs, preferences, interests
consider. and behavior.
With MA develop customized, ‘right-time’
marketing programs that educate, inform, propose
Process Metrics – Measures
and keep prospects alive, interested and engaged.
that focus on each step of
processes including metrics
Benefits such as accuracy, quality, time,
effectiveness and efficiency of
campaigns.
MA helps in maintaining a single point view of all
customer interactions across channels.
You can understand customers’ needs at a
æ Usage Tracking – Mapping of
detailed level.
objectives, timing, frequency
æ in implementing ‘real-time’, behavior-driven,
It aids and scope of usage such as
trigger based campaigns. open rates, click-throughs,
æ in anticipating and predicting changing
It helps website activity and downloads
customer needs required in improving satisfaction. of campaigns and resources.
It enables customized communication.
æ
With Info CheckPoint you can easily integrate your database with
one of the leading CRM applications, Salesforce.com. You can
implement coherent nurturing strategies and action plans.
Signup for a complimentary
30 day trial
Utilize a multi channel email engagement approach to build customer relationship through
automating marketing processes.
Gain access to targeted databases with Info CheckPoint
080 - 40858235 support@infocheckpoint.com www.infocheckpoint.com