what to consider in a marketing automation platform
TRANSCRIPT
What to Consider in a
Marketing Automation
Platform
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Agenda
• The Need
• The Landscape
• What is Marketing Automation
• Common Elements
• What’s Missing
• Assessing Your Needs
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The Need: We Need New ______
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The Need List
• Aging membership
• Non-dues revenue
• Millennials
• Hyper-focused markets
• Greater insight into current
members
• New top line growth
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Current Digital Landscape
Goal: We Need to Grow
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Typical Association Tech Stack
AMS(CRM)
CMS ESP(EmailService
Provider)
EMS(Event) PR &
Advocacy
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Usage
AMS(CRM)
CMS(Webite)
ESP(EmailService
Provider)
EMS(Event) PR &
Advocacy
User Journey
People Data
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Email Drives Users
AMS(CRM)
CMS(Webite)
ESP(EmailService
Provider)
EMS(Event) PR &
Advocacy
User Journey
People Data
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Closed Ecosystem
AMS(CRM)
CMS(Webite)
ESP(EmailService
Provider)
EMS(Event) PR &
Advocacy
User Journey
People Data
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Free Social
AMS(CRM)
CMS(Webite)
ESP(EmailService
Provider)
EMS(Event) PR &
Advocacy
People Data
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The Need: We Need New ______
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Laws, People & Culture Have Changed
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Old Ways of Growth are Too Slow/Too Expensive or No Longer Legal
• Direct mail lists
• Email lists
• Cold calling
• SMS campaigns
• Print advertising
• Events
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Accepting the New Mindset
Expert Cat Whisperer
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“Today you are not behind your competition. You are not behind the technology. You are behind your consumer.”
Rishad TobaccowalaChief Strategy & Innovation OfficerVivaKi
New Mindset of Growth
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Do Buyers Behave Like Dogs?
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Buyers Behave More Like Cats
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Continue from Cat Viewpoint
Premise:YOU CAN’T MAKE THE CAT DO ANYTHING…
Be there when & ifthe cat comes to you
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Accept the Following New Rules
• Buyer has the power
• People research & make buying decisions through digital & WOM
• Be there when they need you
• Too expensive to target everyone
• Focus on growing specific type of people who fit into a known profile (persona)
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Accept the New Game
• Identify & predict how people will behave (what they want/don’t want & act)
• Only standard is value exchange
• Each interaction should be personalized
• Your interaction should be based on understanding the individual user
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Before Marketing Automation
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With Marketing Automation
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Simple!
• Gather all data on every digital touchpoint (email, social, website, blog, survey, AdWords…)
• Make every email personalized with the right offer at the right time
• Make predictions as to what is right next step towards purchase
• Report/analyze everything
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Why Marketing Automation
• Not going to hire more people to do
manual work
• Requires workers to spend more time
being creative & analytical
Conclusion: Let the tool do the heavy
lifting & let the humans do the thinking
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MARKETING AUTOMATION
In simple terms
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What Is It?
Marketing automation is a
category of technology that
allows companies to
streamline, automate, and
measure marketing tasks and
workflows, so they can increase
operational efficiency and grow
revenue faster.
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Who Does It?
• Email companies
• CRM companies
• CMS companies
• MA companies
• PR tech companies
• Social media/community companies
• Do we do this now?
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Top Players in the MA Market
From: Business-Software.com
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Understanding Platforms on Market
10 Key Features
SaaS Platform SaaS & On-Premise
On-premise Platform
Social media marketing
Mobile marketing
Landing Pages Emailmarketing
Campaign & lead management
Content & SEO tools
Analytics
From: Business-Software.com
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Email vs. Marketing Automation
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Does Email Do All This? The Gaps
SaaS Platform SaaS & On-Premise
On-premise Platform
Social media marketing
Mobile marketing
Landing Pages Emailmarketing
Campaign & lead management
Content & SEO tools
Analytics
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Top Reasons to Get Marketing Automation• Your customer buying process lasts longer than a week
• Sending emails alone does not seem to drive sales
• Your marketing department does not have enough time to do everything
they need to do with their current resources
• You sell different products or services to different demographics
• You want to send different messages to different titles and industries
• You can’t tell if you should be spending more or less money on marketing
• Your sales people are complaining about the quality of leads your
marketing team is delivering
• You want to know which of your marketing campaigns are the most
effective
http://venturebeat.com/2014/11/11/email-marketing-vs-marketing-automation-
whats-the-big-diff/
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Your Needs
• Measuring at Campaign Level
• Automate Email Touchpoints
• High Personalization
• Sales-to-Marketing
Communications
• Gain New Email Addresses
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Interested in More? • Grade your website
https://website.grader.com/
• HubSpot Blogs
http://blog.hubspot.com/marketing
• Inbound Lunch Bunch
http://pages.highroadsolution.com/lunchbunch