Integrating marketing automation into your CRM strategy can improve efficiency, streamline workflows, and make communications more consistent.
Over the past few weeks, we’ve been talking about different types of marketing automation, why you should be considering them, and what they can do for your business. Today, we’re talking about customer relationship management (CRM) — an area where you may not have realized that automation could help. Integrating marketing automation into your CRM strategy can improve efficiency, streamline workflows, and make communications more consistent.
So how does integration of CRM and automation look?
Pardot blogger Jenna Hanington explains it like this: “Automation … is the marketing counterpart to your CRM, focused on lead generation and personalized, one-to-one communications powered by the data collected through prospect and visitor tracking.”
Your CRM is a database, and marketing automation is “the tool that allows you to execute on the information stored in that database,” writes Hanington. Integrating the systems has the potential to cut costs and make big gains in terms of productivity. According to Salesforce blogger Matt Wesson, “Marketing automation and [CRM] are complementary tools that only reach their full potential when paired together.”
Combining CRM with marketing automation has the potential to give you more organizational bandwidth, more precision in your messaging and lead nurturing, and more measurable value in your campaigns. Here are a few examples of how CRM and marketing automation can work in tandem.
3 ways your CRM and marketing automation can work together
1) Track behavior
Combining automation with your CRM allows you to go beyond basic demographic data. You can see things like what pages your prospects are visiting, what types of content they’re interested in, and where they are in the buying cycle.
2) Tie revenue to campaigns
Marketing professionals often run into the problem of not being able to specifically tie their efforts to ROI. Creating a campaign in your marketing automation system maps it back to your CRM, so you can correlate closed deals directly with the campaigns that created them. This means you can attribute revenue directly to campaigns and more accurately measure your ROI.
3) Send targeted messages
You can use the behavioral information collected by your marketing automation tool to create and send targeted messages that are customized to your prospects’ interests and stages in the buying cycle. This means your prospects will find your messages more relevant and engaging.
In summary, integrating marketing automation with your customer relationship management database can save you time, make sales and marketing more effective, and better track ROI. This one is a no-brainer.
Here are four metrics to benchmark how your brand stacks up against your competitors and to evaluate the success of your content marketing strategy.
Competitive benchmarking is the process of comparing your company’s performance against that of your competitors. You can use various metrics to benchmark what these businesses are doing better than you are and where you have the edge. Benchmarking marketing performance is an important step in the process of evaluating the success of your content marketing strategy.
Organizations of all kinds — large corporations, privately owned businesses, nonprofits, and even sports teams — need to measure their performance to see if their efforts are leading to success. It’s one thing to examine webpage visits, number of clicks on a social post, or how many times a piece of content has been shared to understand what is happening as a result of your activities. But it’s key to take this information and see how it compares to other industry leaders.
Measuring digital marketing performance begins with setting competitive benchmarks. And to do this, you need contextual data. Analytics are great, but not if you don’t have context for your data.
There are several ways to measure your activity against your competitors. At Fronetics, we use these four metrics to benchmark marketing performance against competition and industry leaders.
Video: 4 metrics to benchmark marketing performance against your competition
As with all good strategies, you must continually measure success of your content marketing and adjust based on real-world results. These four metrics to benchmark marketing performance against your competitors are a great way to get started. If you aren’t keeping pace with — or beating — the competition, it might be time to go back to the drawing board.
Social media scheduling tools can make social media management much easier while improving your bottom line.
Managing your business’ social media accounts might sound like a simple task — a fun one, even. But once it falls on your plate, it won’t take you long to realize: it’s a lot of work. That’s not to say that the work can’t be enjoyable. But the sheer volume can be overwhelming.
For example, Fronetics recommends posting to Twitter 40 times a day. Imagine your productivity levels if you needed to stop what you’re doing 40 times a day to craft and post a tweet. You get the picture.
Essentially, social media scheduling tools let you plan and schedule content across your social networks. There are plenty of free and paid options for you to explore, though two of our favorites are HubSpot and Hootsuite.
HubSpot’s comprehensive CRM and marketing platform includes the ability to automatically post to social media when you publish content, as well as in-depth analytical tools for determining the best time to post to social media platforms. Monitor social mentions and link your social media activity with larger marketing campaigns to determine ROI.
One of the most widely used automation tools on the market, Hootsuite lets you keep track of various social media channels at once. It also helps you perform brand monitoring, letting you know when you brand is mentioned, and what your customers are saying.
3 tips for using social media scheduling tools
Hopefully, you’re starting to get excited about the possibilities of automating your social media marketing tasks. Here are a few tips to keep in mind as you move forward.
1) Timing is everything
Good social media scheduling tools will also let you monitor the times of day when people read your content and interact with your brand on social media. Make use of these important metrics and schedule your content strategically for days and times of maximum exposure.
2) Diversify
Keep in mind that someone who follows you on Facebook is likely to also follow you on Instagram and Twitter. For the savvy social media marketer, this means that content should be optimized for each platform, rather than just repeated across multiple platforms, at the risk of boring your followers.
This doesn’t mean you have to reinvent the wheel each time you schedule content, but play to the strengths of each network. For example, Facebook allows more text, while Instagram is great for eye-catching images or stories.
3) You’re not off the hook
Automation is a highly effective tool for social media management — but it’s just part of the picture. Used properly, it should act as a supplement to your social media activities, like reading and replying to audience comments and interacting with your community.
Email workflows will automatically deliver content to leads at designated intervals, inviting them to take action and helping them to move down the sales funnel.
We’ve written before about marketing automation, and what it can do for the supply chain in term of cost- and time-savings. It’s time to get specific about how you can put marketing automation technology to work for you.
There are quite a few highly effective automation tools (including chatbots). Today we’re going to talk about email workflows.
What are email workflows?
These resource-saving tools consist of a series of emails that automatically send to a user at designated intervals. Based on actions a user has taken on your website, they receive emails relating to their interests — or where they are in the sales process — automatically.
Take this example: If someone downloads a resource from your website, an automated email workflow can be triggered to send a thank-you email within 24 hours. After the initial email comes a series of lead-nurturing emails over the next few weeks, continuing to educate the lead about a subject they are interested in, based on the resource they downloaded.
Why use email workflows
HubSpot reports that businesses using this kind of marketing automation to nurture leads receive a 451% increase in qualified leads. Email workflows work, period.
At Fronetics, we recommend clients create email workflows all the time. It allows them to deliver relevant, timely content to leads through automation. That means a sales person doesn’t have to keep track of when a download occurred and remember to send follow-up emails with lead-nurturing content.
Email workflows let you trigger emails based on any information you have about your leads, so you can send the ideal message at the ideal time. Here are some ideas of email workflows you can try:
Topic workflows, triggered by page views or content offer downloads
Lead-nurturing workflow, triggered by top-of-the-funnel conversions
Re-engagment workflow, triggered when a contact has been inactive for a while
Upsell workflow, triggered by past purchases
Blog subscriber welcome workflow, triggered when someone subscribes to your blog
By taking the time to create thoughtful email workflows on the front end, you will save your team a lot of time and effort during the sales process. It’s this kind of marketing automation that will streamline your sales and marketing efforts, freeing you up to complete other important tasks.
Topic clusters show search engines that your website contains breadth and depth on a particular subject, which will help them decide to show your page over others in a user’s search for that subject.
Determining what topic clusters to use can be overwhelming — as can figuring out how to optimize blog posts that contain cluster content. Let’s take a step back and think a little about what a topic cluster is.
HubSpot Academy has a great succinct summary: “Topic clusters are comprised of a pillar page and subtopic content that you’ve compiled for each of your core topics.”
So how do you go about developing topic clusters? We’ve put together a four-step guide to get you started.
4 steps to developing topic clusters
1) Choose your topic.
This is all about determining where you can or strive to be a thought leader. Pick topics that are fundamental to your business, places where you can be a resource for potential buyers and industry peers. Define these topics with a name that summarizes the content it will address.
Chances are, you’ll have some supporting content already. Conducting a content audit will help you determine how much you have in place already.
2) Compile subtopics.
HubSpot recommends having “6-8 subtopics that address specific questions your customers may be exploring related to the core topic of your pillar page.” Other sources recommend between 10-20 subtopics. It depends on how broad your main topic is. (But if you can come up with more than 20 subtopics, your topic is definitely too broad!)
Conduct a brainstorming session with your team to think about relevant content that your target buyers would seek out when researching products and solutions.
Simple Marketing Now blogger Christine B. Whittemore suggests starting with identifying the problems your buyer persona faces. “Map out 5-10 core problems that your core persona has. Use research… to truly understand your buyer persona problems, including the world used to describe them.”
3) Develop pillar pages.
Now that you have a list of topics and subtopics, you need to develop your pillar pages. These pages will extensively — and broadly — cover each main topic, and they will include links to each subtopic.
Inbound Marketing Specialist Sarah Seward suggests using “relevant pictures, high-quality and interesting content, compelling headers, and any additional, related resources, such as a custom graphic visually demonstrating your expertise on a topic.”
4) Create!
Now it’s time to create your content (or brush up existing content you discovered in your audit). Be sure to link pages covering your subtopics to your pillar pages, using the correct anchor text. That means hyperlinking words that are relevant to the topic and subtopics.
Additionally, you can link subtopics together where appropriate. The more often you can create relevant links, the better.
Now repeat this process until you’ve created several topic clusters that best define your business. This SEO strategy will help ensure that prospective customers that are searching for products or services like yours will be more likely to visit your website and patronize your business.
