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Marketing Automation: One Step at a Time David M. Raab Raab Associates Inc. January 12, 2012 #AOWEB

Marketing Automation, One Step At a Time

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Act-On presented a webinar titled Marketing Automation: One Step at a Time, in which David Raab of Raab Associates Inc. outlined an incremental approach to deploying marketing automation. Marketers have been told that in order to implement marketing automation they’ll have to reinvent their programs and processes, causing disruption and uncertainty. But David showed us how using a gentle, incremental approach transforms marketing automation adoption from a demanding leap to a manageable flight of steps.

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Page 1: Marketing Automation, One Step At a Time

Marketing Automation:

One Step at a Time

David M. Raab

Raab Associates Inc.

January 12, 2012

#AOWEB

Page 2: Marketing Automation, One Step At a Time

“We have a problem”

#AOWEB

Page 3: Marketing Automation, One Step At a Time

“We have a problem”

#AOWEB

Page 4: Marketing Automation, One Step At a Time

“We have a problem”

#AOWEB

Page 5: Marketing Automation, One Step At a Time

“We have a problem”

#AOWEB

Page 6: Marketing Automation, One Step At a Time

Barriers

#AOWEB

Page 7: Marketing Automation, One Step At a Time

Barriers

#AOWEB

Page 8: Marketing Automation, One Step At a Time

Solutions

Training #AOWEB

Page 9: Marketing Automation, One Step At a Time

Solutions

Ease of Use #AOWEB

Page 10: Marketing Automation, One Step At a Time

Solutions

Services #AOWEB

Page 11: Marketing Automation, One Step At a Time

Solutions

Incremental #AOWEB

Page 12: Marketing Automation, One Step At a Time

What Really Matters: “New Best Practices”

#AOWEB

Page 13: Marketing Automation, One Step At a Time

Solutions

Incremental #AOWEB

Page 14: Marketing Automation, One Step At a Time

Customer Management Systems

CRM/sales

automation Web site

Call center

Reports &

analysis Web visitor

tracking

Email

Direct mail

Web events

Search

marketing

Advertising

Social media Marketing

automation

• database

• campaigns

• scoring

• content mgt

Operational

systems

Landing pages

#AOWEB

Page 15: Marketing Automation, One Step At a Time

#AOWEB

Really?

Page 16: Marketing Automation, One Step At a Time

Step 1: Replace Existing Systems

• Test program,

end-to-end

• Balance of

programs

• Decommission

old systems

• Party!

#AOWEB

Page 17: Marketing Automation, One Step At a Time

Step 2: Start Making Changes

• Criteria:

– Easy to

deploy

– Easy to

measure

– High reward

– Foundation

for change

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Page 18: Marketing Automation, One Step At a Time

Step 2: Start Making Changes

• Consider:

– Response

reports

– Landing pages

– Email

segments

– Drip campaigns

– Formal testing

– Sales access

#AOWEB

Page 19: Marketing Automation, One Step At a Time

Step 3: Make Deeper Changes

• Long-term goals:

– Sales alignment

– Measurement

– Marketing processes

– Lifecycle mapping

– Content development

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Page 20: Marketing Automation, One Step At a Time

Foundations for Success

• Make a plan

• Assign resources

• Provide leadership

• Build in rewards

• Measure progress

#AOWEB

Page 21: Marketing Automation, One Step At a Time

Thank You

#AOWEB

Marketing

automation is…

– Worth doing

– Easier in stages

– Built on best

practices

Page 22: Marketing Automation, One Step At a Time

Thank You

David M. Raab

[email protected]

www.raabguide.com

Twitter: @draab

#AOWEB

Page 23: Marketing Automation, One Step At a Time

Act-On Integrated Marketing Platform

World Class E-Mail

Marketing Core and

Deliverability

• 3rd Generation Email

• No Extra Cost for

Deliverability

Complete Set of Tools

on One Platform

• Drip, Web Analytics,

Landing Pages, Forms,

Scoring, CRM Integration,

Social Media, Reporting

and More…

• Focus Usability, Simplicity

and Manageability

Approach and Terms

that Work

• Start Simple, Automate

at Own Pace

• Affordable Pricing; Month-

to-Month Contracts

• Live Customer Support –

At No Additional Costs

Page 24: Marketing Automation, One Step At a Time

Thank You!

Within 24 hours: You will receive an email with

white paper, webinar recording, slides and Act-On Information.

Learn more about Act-On: Join our weekly 30-minute live demo

And more: www.actonsoftware.com