📺 Stream EntrepreneurTV for Free 📺

How to Optimize Your Automated Marketing System to Boost Sales As more marketing channels open, brands find reaching customers on all platforms increasingly difficult and costly unless they implement an effective automated marketing strategy.

By Ademola Alex Adekunbi

entrepreneur daily

Opinions expressed by Entrepreneur contributors are their own.

Busakorn Pongparnit | Getty Images

Marketing has always been a crucial part of doing business. Regardless of how good a product or service is, if the right people don't see it or hear about it, they won't be able to decide to pay for it. You risk your product or service dying in obscurity. On the flip side, marketing is now much more complicated than it has ever been. With a lot of buying decisions being made via social media, email, mobile applications and other channels, it has become increasingly difficult to stay fully engaged and effective across all those channels.

That's where marketing automation comes in. As the name implies, the goal is to remove the need for staff to be involved with every single aspect of the marketing strategy, and instead to outsource, so to speak, some of those tasks to software applications. There are myriad benefits of doing this, including the freeing up of staff to focus on strategy rather than repetitive tasks, reduction of costs and the ability to gather more extensive analytics. Also, studies have shown that over 80% of customers notice personalization, appreciate it and use it actively to make buying decisions. In essence, it's essential for improving sales.

Related: The Top 5 Perks of Marketing Automation

It's even more important nowadays when there's a push toward minimizing the presence of staff in-office for health reasons. Here are four steps to get your company's marketing automation system up and running:

1. Identify the right tasks

Since marketing automation has become such a big deal, there has been a proliferation of software solutions promising to automate almost every single marketing function. That doesn't mean you should automate every single one, however. It is important to evaluate your current system to see where you'll get the most benefits and where you would still be best served by having a member of staff in charge. For instance, it makes sense for most businesses to implement auto-response emails but automating live chat responses might not be the best option in every instance, since the conversations are typically more complex, and customers would be expecting immediate solutions.

2. Choose the right tools

Just as there are a multitude of tasks that you could possibly automate, there are a multitude of tools with which to implement the automation. Not all of them are created equal, however, nor will all of them fit seamlessly into your current system. The first step is to conduct evaluations of the product offerings to examine the features while referencing the specific tasks you want to automate as detailed earlier. You can then narrow the options down to a shortlist and try each one. Most products use the SaaS model and will typically allow you to test-run it for a week or two at least. It's crucial, at this point, to focus on the platform's ability to integrate and share information because a CRM system is only as valuable as the information it contains. You want to ensure that your tools are sharing all information to give you a holistic view of each lead, channel and your marketing strategy itself.

Related: Market Smarter, Not Harder, With Automated Messaging

3. Train your team

After getting the tools in place, the next step is to make sure your staff can maximize the features. Many businesses skip this part because they take the marketing copy of the tools at face value and assume that the software will truly be "plug and play." In reality, market automation software often contains very complicated features, and even though your staff may be able to navigate the basic aspects, you won't get the most value possible until you've organized comprehensive training for them. Ideally, staff members who will be using the tools should also have some input in selecting the tools to be used by the organization by test-running them and giving feedback that will help you make the right choice.

4. Track and update your strategy

Another common mistake among companies implementing marketing automation is to set the system up and just let it run. If you do that, you will not be able to get the crucial insights you need to improve the experience for your potential customers or ensure that you can convert more of them into paying customers. The answer doesn't lie within your number of likes and followers either. Businesses that fall into the trap of focusing on vanity metrics often miss the more important ones that will actually impact your bottom line, such as the speed of response to customer queries and how much organic engagement is happening around your brand. Track the relevant stats religiously and make adjustments as necessary, and you'll be well on your way to maximizing the benefits of marketing automation, increasing your sales and improving your bottom line.

Ademola Alex Adekunbi

Founder of Tech Law Info

Kunbi is a lawyer based in Lagos and is focused on the tech industry, advising startups on regulatory compliance, market-entry and investment (PE and VC). He is also the founder of Tech Law Info, a website to provide founders with essential legal information and resources.

Want to be an Entrepreneur Leadership Network contributor? Apply now to join.

Editor's Pick

Growing a Business

Don't Let These Three PR Myths Stop You From Harnessing Its Power

While these myths may have changed your perceptions of PR, it is still a powerful asset for any company, especially ambitious ones. Let's debunk these myths so you can identify a PR plan that works best for your business.

Thought Leaders

It's the End of the Entrepreneurial Era As We Know It

With the rise of advanced technologies and AI, are we losing all sense of the independent business person and entrepreneur?

Business Plans

From Camera-Shy to Camera-Ready — Here's What to Consider Before You Go on Camera

Are you ready to be on camera? Here are a few things to consider.

Business News

McDonald's CFO Says 'Everybody's Fighting for Fewer Consumers' as Earnings Reports Show People Are Spending Less on Fast Food

Starbucks, Pizza Hut, KFC, and McDonald's all reported lower-than-expected sales this week.

Business News

Google Lays Off Hundreds of 'Core' Employees, Relocates Others Overseas

The layoffs were announced days before Google's parent company, Alphabet, announced its Q1 2024 earnings.

Growing a Business

6 Non-Negotiables for Women in Power

Here are six non-negotiables from myself and some of the powerful women we all look up to that will help you maintain your success and push through to the next level.