Marketing automation has been all the buzz lately. Certainly it can act as a powerful tool to augment your sales and service team’s efforts and reduce time consuming tasks in the lead and customer management processes. But it takes a thorough understanding what automation is and how it integrates with your CRM and other systems to really make it work.
Almost every step of the lead generation, management and sales process can benefit from using triggers and automated work flows to help identify in-market-now prospects and keep them moving through your sales funnel. Automation can also help align your sales and marketing teams to ensure they are working in harmony towards your optimal outcome. Hubspot, Marketo, Sharpspring and Pardot type products are similar yet different in both composition and capability. It’s critical to pick the right tool for the job, and to be sure it integrates seamlessly with your systems and data.