Marketing Automation Strategy & Execution
Few understand marketing automation best practices like PI Marketing Group. In fact, we wrote the Salesforce Pardot Consultant exam that's an industry gold standard. We've launched 1,000's of marketing automation campaigns from concept, design, and launch.
- Lead Nurture
- Re-Engagement
- Customer Renewal
- Upsell Nurture
- Employee Engagement
- New Customer Onboarding
Connecting Marketing, Sales and IT
The first step to optimizing marketing automation utilization is a program audit. We meet with key stakeholders to understand operations and business objectives. We dive into the marketing automation platform and CRM to review configurations, data mapping, rule assignments, and how content is being utilized through the lifecycle.
With a platform audit in place, we shift our attention to developing a marketing automation strategy that plays to the strengths of your team, technology stack, and business goals. We provide implementation timelines and pathing that can be implemented in-house, or by collaborating with our team. Our strategy focuses on data structure, customer journey mapping, drip program concepting, lead scoring/grading, sales notifications, and approaches to notifications and dashboards.
Marketing Automation software is powerful but can be complex to initially deploy and optimize across existing systems and cross-functional teams. Whether it's a skills gap, or a gap in available time, our consultants can augment your team to deploy, optimize and refine. With our blend of strategy, data hygiene, html coding, content design, and program engineering, we're positioned well to provide tactical support when you need an extra hand.
Changes made to business process, notifications, and operational procedures require training and enablement. Marketing Automation campaigns are both 'automated' and 'living campaigns.' With changes to data, customer communications, and notifications, there are a variety of interested parties within marketing and sales. To help get the most out of your system, we provide hands-on training. We structure training to provide sales enablement documentation and resources, along with supporting marketing with platform treating on functionality, features, and process needed to run the campaign at its potential.