Marketing Automation (6 posts)

  • Does anyone have a rule of thumb about when you recommend marketing automation systems for small business clients (if you do)?

    I love the capabilities of many of the systems, but find the monthly fees can seem steep to a business owner. Also, I have learned the client must have a certain level of readiness to best leverage the system. For example, enough content of different types to run good nurture marketing programs.

    Any other feedback?

     

  • @joanmuschampfagnani My rule of thumb would be use a tested platform. 

    In the past I’ve had an experience that was less than good with an innovative solution that had the wrong coding team working on the dev. 

  • I encourage my clients to find what works best for them. Automation can help with consistency during busy times, vacations, or family emergencies but it shouldn’t replace relationship buildling and genuine conversations.

  • @joanmuschampfagnani  Depends on what you are automating, most of the time I would never recommend automating your marketing plan, now if you are talking about scheduling posts to their social networks that is ok.

  • @joanmuschampfagnani I assumed your question was mainly directed at technology such as email auto-responders, Joan. (Is that right?) 

    Although I haven’t seen “best practice” metrics for the topic you’re exploring, there certainly should be some guidelines available to help you. (The basic technologies have been widely used for quite a while — and it would be surprising if those data analytics had not been studied inside and out.) If I find something in my files, I’ll be happy to pass it along.

    It seems to me that the cost-related objections tend to be highly subjective. Those concerns tend to fade away when the programs are achieving desired results and advancing business objectives (as they should!) All-too-often, however, organizations seem unwilling to give online marketing initiatives the time that’s necessary to begin showing those results.

    In addition to the important points you raised about cost and content, Debbie also addressed the need to accept the practical benefits of automation — while consciously preserving something genuine and human in those marketing interactions that have an automated component. 

    With clients who are new to social media, I’ve usually taken a “purist” approach. (That is, recommending against automation.) But my position was driven mainly by a belief that social newbies need to steep themselves in the online media as soon as possible.  (Seems that it’s all-too-easy for busy execs to avoid the initial discomfort of posting and engaging. Anybody else “seen that movie”? ;=)

    Anyway, the handwriting (or, perhaps, auto-texting) is on the wall. As social media continue to require more attention from business owners…delegation and automation will increasingly be seen as attractive options for “solving” the time demands of social media marketing. 

  • @gpeterson @rlmosca @debbielynnva @ dakotalocal lots of good tips. I was less referring to automating posts to social media, because there I am always cautious that a client will post everything and anything without regard to the channel or what they are saying. While I love being able to schedule posts, I think the strategy comes first, and then a carefully planned way to meet objectives.

    I was referring more to the services that allow you to automate email nurture campaigns for website activity and visitors, based on what they do on your website. This technology also tracks conversions and offers lots of different analytics. But, for it to perform effectively, there also has to be a certain level of “maturity” inside the business. That is, if you are tracking behavior of a prospect or site visitor, and it follows a pattern of getting closer to decision time, there must be a system in place for who contacts the client and how.

    In my experience that is often where it falls down in a smalll business; no one will take responsibility. Even with a carefully crafted plan.

    Perhaps it’s more cultural change that is needed. All too often I think small business owners expect marketing to deliver sales (B2B) directly with no effort on their parts whatsoever.


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