Customer Relationship Management

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How to Use Marketing Automation to Improve Search Engine Compatibility

Marketing automation can improve the way you use search engines, an increasingly important tool for online marketing. Google reported a net profit of $43 billion dollars in 2012, which was an increase [more…]

How Marketing Automation Can Aid Content Marketing

Content marketing is one of the hottest topics within business to business (B2B) marketing today and can be made easier with automation. Creating content involves coming up with new content ideas, creating [more…]

How Marketing Automation Can Help Track Return on Investment

A savvy marketer wants to make sure the boss knows the value of his work. Marketing automation has introduced great new tracking tools to track the value of individual marketing efforts. [more…]

3 Tips for Marketing Automation Tools

Marketing automation is already having an impact around the world, as it becomes an increasingly global trend. These tips come from McRae & Company, Scotland’s leading marketing automation experts. Why [more…]

How to Determine the Need for Custom Integration or an out-of-the-Box Connection

If you’re using a customer relationship management (CRM) application such as Salesforce.com, SugarCRM, Microsoft Dynamics CRM, or NetSuite, it’s easy to find a marketing automation tool with built-in connections [more…]

How to Find Appropriate Technology for Marketing Automation

Because marketing automation inevitably involves bringing new technology in-house, your business case should recommend the technology with the right level of efficiency gains within your budget. Three [more…]

How to Set Realistic Expectations for Marketing Automation

Gartner reports that companies using lead nurturing as part of their marketing automation strategy generate 451 percent more qualified leads than companies who don’t. Although that is an amazing statistic [more…]

How to Estimate Time Required to Build Marketing Automation Campaigns

When a vendor tells you that one of his marketing automation product’s features is “ease of use,” it doesn’t mean the same thing as “no time required.” Marketing automation is a platform requiring work [more…]

How to Judge the Time Requirements for Marketing Automation

You shouldn’t expect to put more than a few hours a week into managing a marketing automation application after it is up and running. The major investment of time is all on the front end. In addition to [more…]

Basic Steps of Marketing Automation Integration

Implementing your marketing automation tool can easily be broken down into three overarching steps. You should take the steps in order if you have never implemented a marketing automation tool before. [more…]

3 Content Development Tips for Successful Marketing Automation

Most companies that engage in online marketing understand the value of creating content. Content provides search engine optimization (SEO) value, backlinks, and the benefits of thought leadership. When [more…]

How to Get the Best Marketing Automation Results through Teamwork

You need a team of people to make your marketing automation implementation successful. Following is an overview of each person or group you are likely to need, and a brief description of what that person [more…]

How to Identify Marketing Automation Quick Wins and Major Pain Points

When setting up your marketing automation tool, start by focusing on quick wins. Quick wins are the first three or more efficiency gains that will return the largest benefits soonest after implementing [more…]

How to Use Automation to Uncover Marketing Workflow Bottlenecks

In order for your marketing automation implementation to dig further into the value of efficiency gained through marketing automation, consider where automation is most likely to impact the bottlenecks [more…]

How to Create an Alias for Marketing Automation

Your alias is the “vanity name” you will be using for your marketing automation solution. It is also referred to as a CNAME. The reason you need to set up an alias is that 99.9 percent of all marketing [more…]

How to Remove IT from Automated Marketing Work Flow

The first goal of most marketing automation tools is to give a marketer a single tool to manage all marketing executions with minimal technical skills required. This feature of marketing automation solutions [more…]

How to Define Goals for Marketing Automation and Customer Relationship Management

Your customer relationship management (CRM) system is key to your success with marketing automation. Also, many marketing automation tools are specifically made for one CRM or another. For example, Microsoft [more…]

How to Clean up Your CRM Database for Marketing Automation

Cleaning up your database in preparation for marketing automation is a must to protect your sender score and sending reputation. Your sender score is a numeric grade that spam filters put on your IP address [more…]

How to Connect Default CRM Fields to Marketing Automation Tools

Default fields are generally standard fields common to all customer relationship management (CRM) systems and marketing automation tools. They contain basic customer information. Examples include [more…]

How to Insert Custom Fields into Marketing Automation Tools

You likely already have and use specific data points for segmentation, qualification, or lead assignment among all your marketing applications. Your new marketing automation tool will come with a basic [more…]

How to Activate a Marketing Automation Solution

After you’ve done your initial preparation of your marketing automation solution, you should be ready to start playing with the technology. You want to take setting up the system very seriously. Doing [more…]

How to Upload Data Sets into Marketing Automation Tools

Uploading your data sets into your marketing automation tool starts by collecting all your data and making sure that it is saved in a CSV file. [more…]

How to Test Marketing Automation Integration

Integration testing of your marketing automation solution with your customer relationship management (CRM) system should focus on your data flow, lead flow, and reporting. Follow these steps to test your [more…]

How to Troubleshoot Common Marketing Automation CRM Integration Issues

Testing and troubleshooting the integration of your marketing automation system with you customer relationship management (CRM) system shouldn’t take much time, but it’s an important step. The majority [more…]

How to Generate a Segment List for Marketing Automation

Generating your lists for marketing automation is very easy and usually requires only a few clicks in your marketing automation system. There are a few important things to keep in mind when building your [more…]

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