What is marketing automation and how it can help you?

Monika Lukić
Digital Reflections
4 min readFeb 14, 2020
Photo by Kaboompics on Pexels

Marketing automation is the use of software and Internet services to manage, execute and automate marketing tasks and processes. It enables companies to automate tasks and workflows for the marketing and sales process. A campaign management system that drives potential brand interactions and delivers potential information to sales reps through CRM or automation of a company’s sales force.

What MAT offers?

With marketing automation, businesses can target customers with personalized emails, articles or blogs on websites or campaigns on google or social networks. Messages are sent automatically, following a series of instructions called workflows. Workflows can be defined using templates, created from scratch or modified campaign environments, helping retailers streamline segmentation, care and lead scoring, customer lifecycle marketing, cross-sell and upgrade, customer retention and ROI measurement.

Marketing automation allows you to implement a digital marketing strategy without having to manually press “send” to every email, message, campaign or post you create. Good automation tools help you identify your audience, design the right content, and automatically initiate actions based on the schedule and behavior of users.

Once your campaign is complete, you can focus on other tasks, then analyze and adjust your marketing plan once the results start to arrive. An automated marketing strategy can save time and resources, increasing revenue and return on investment.

How does it work?

Marketers implement strategies through their marketing automation systems in many ways, many of which are listed below.

  • Defining criteria — Salespersons using a marketing automation system determine the criteria and results for tasks and processes.
  • Use of cookies — Marketers using marketing automation also use cookies installed in the web browser of a site visitor.

Salespersons use contact information gathering forms that allow them to qualify leads. For example, has a lead user visited a landing page and downloaded an eBook about the benefits of your product or service?

How MAT helps customers?

Customer journeys are the sum of individual personalized experiences with your brand. With marketing automation, you can adjust each interaction based on customer data to create a seamless journey through each touchpoint of each brand.

Also, you can reach customers on their journey no matter where they are in the customer lifecycle. Deliver timely, relevant content that reaches customers when, where, and how they prefer — turning prospects into lifelong brand advocates.

What are the benefits?

There is a lot of data that proves the benefits of marketing automation and generating leads. For example, companies that use automation to manage leads can expect a 10% or greater jump in revenue within 6–9 months. Likewise, companies that nurture leading parties, for example, targeted email campaigns — generate 50% more sales. In addition to its obvious financial impact, marketers say the biggest benefit of automation is saving time.

Here are some of the most powerful marketing automation benefits businesses can expect:

  • Increased qualified leads with a lower cost per potential share
  • Improved customer retention and relationships
  • Improved marketing and sales alignment
  • Return of investment — ROI

Automation Improves Relationships between customers and brands.
Marketing automation allows marketers to lead marketing processes and conversations through online and offline channels.

With MAT, you can integrate mobile messages with your email and social campaigns via SMS / MMS, push notifications and group messages.
You can create digital ads that appear at the right time for the right person.
And also, you can recommend the right products on your site for each user — personalization.

Are you interested?

Well, if you are interested in a marketing automation system, here are some tools which can help you:

Customer.io lets you send personalized messages to customers that you can create based on how they interact with your business. Using your mobile app or website so you can see real-time data and initiate actions by adding predefined rules.

You can generate leads, conclude deals, and manage your pipeline on an automatic pilot with HubSpot. HubSpot is an inbound marketing tool aimed at converting outbound leads into inbound ones. It’s great for content marketing.

Automatically update your marketing analytics.
Pardot offers powerful marketing automation to help marketing and sales teams find and nurture the best leads, close more deals, and maximize ROI.

Marketo is a cloud-based tool for businesses large and small that not only helps build customer relationships, but also maintains them. There are no setup fees, and the tool comes with a free trial, so you don’t have to commit until you’re sure it’s for you.

Oracle Eloqua enables marketers to plan automated campaigns while personalizing them. Oracle Eloqua will provide you with all the tools you need to manage your leads and segment your audience in specific ways to buy them.

Campaign Automation — automated campaigns can be designed using an easy drag-and-drop interface within Microsoft Dynamics CRM. Create complex campaigns with unique paths that vary as your contacts interact with your messaging. Lead-nurturing marketing campaigns can be developed to help your sales team nurture and convert leads into opportunities.

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