but not the same, because each one has different objectives”
Nor is it a common emailing tool or a CRM. “Many times we find that there is a lot of confusion. Marketing automation and CRM are complementary elements, but they are not the same, because each one has different objectives ”, explained the expert, who stressed that CRM offers us the data layer and marketing automation gives us its activation.
To the most common UK Business Phone List question about when we should implement a marketing automation strategy, Xosé answered that always. However, the expert stressed that it must be implemented whenever we have the duties previously done: identify business needs, analyze the total cost of the marketing area and review how much you know about your customers, detect points of improvement in your relationship with clients (structural, relational or emotional) and, finally, determine the investment capacity.
When choosing the tool with which to carry out this marketing automation strategy, Xosé said that the pricing model must be taken into account, that the main factors by which it will be conditioned are the volume of contacts, the volume of shipments and channels to integrate. Regarding UK Business Phone Database the capabilities of the tools, we should look, according to the expert, on the customization capabilities, what integrations it has, if it has an API and what that API allows us to do, the data model and AI capabilities, which each they are more frequent. Finally, you have to take into account its implementation, its updates and the support it offers.
Once we have the tool, the first steps we must take, according to the information in this webinar, are the setup of the tool, the integration of sources and data dump, the identification of use cases (journeymaps) and testing.
And all this for what? Asked Xosé rhetorically. “To establish the objectives based on their prioritization. The sooner we make this cost profitable, the better ”, he stated; To which he added that once we have the use cases, we must implement the design of the journey.