As you begin to evaluate specific marketing automation platforms, consider these six key features to make sure you’re getting the most out of your efforts.
#1: Automated Programs
Your platform should automatically send emails to your audience based on their visitor behavior within your website and emails. A recent statistic shows that triggered email messages average a 70% higher open rate and 152% higher click-through rate than a “business as usual” marketing message.
If you’re sending email based on what your lead has already looked for and your email content applies to their problem, they’re more likely to respond.
#2: List Segmentation
List segmentation refers to categorizing your email list into groups, and there are a number of ways you can do this. First, you can segment them by who they are, such as contractors, architects or homeowners. You can also segment them by behaviors, such as filling out a sample request or a quote form. Another option is to categorize visitors who have engaged with content around a specific vertical, like higher education or healthcare.
Segmenting your email lists lets you deliver extremely tailored information to people who are highly engaged and interested in your product.
Most building material manufacturers don’t market to just one audience. Since each audience type likes to be communicated to in a different way, it’s crucial to segment your list.
#3 + #4: Website Integration and CRM Integration
Although you may not realize it at the beginning, it does take a lot of work getting these different channels to communicate with each other and provide the right information. It takes time and effort to integrate both your website and CRM together in an effective way. Find out how your marketing automation platform integrates with your existing tools to make the transition as smooth as possible.
#5: Lead Scoring
Your marketing automation platform should apply a point system to individual contacts based on their previous actions. For example, someone who fills out a contact form or requests a quote would earn more points than a person who just looks at a single blog article.
Those scores are then tallied up and sent to your sales team. That way they’re getting a list of the most qualified potential customers. This feature is great because it fills your sales team’s pipeline more effectively and also helps them have better conversations with those leads.
#6: Progressive Profiling
This feature is critical on multiple levels and is best described with an example. For instance, the first time someone downloads something like a case study on your website, they should be prompted to enter their email address.
The next time they come back and perform another action such as requesting a sample, your marketing automation tool shouldn’t ask for their email address because you already have it. Instead, it should ask for another piece of information, such as their company name, phone number or job title.
The golden rule of progressive profiling is to ask for as little information as possible. You always want to give more than you’re asking for, but it’s still important to keep growing your data piece by piece.