
Here is Part 2 of my Top 10 Marketing Automation Must Haves post. You can
read Part 1 here.
A while back I began tweeting my top 10 list of features that I would look for in any marketing automation solution. This was based on my experiences accumulated over the last 8 years, being responsible for demand generation at various technology companies. During that time I've used a mix of tools from simple web content management and email marketing solutions, to full blown marketing automation suites from various vendors.
Spreading the 10 tweets out over my time-line wasn't very helpful, and the 140 character limits made things a bit cryptic, so I'm going to split them over 2 posts with a little explanation and rationale this time.
#6: De-dup of leads. Salesforce.com web-to-lead forms create chaos. Don't ask reps to check duplicates.
There are a couple of problems with web-to-lead forms as they come out of the box from Salesforce.com. First of all, the forms don't offer any data validation unless you have a web developer to write some javascript for you. Secondly Salesforce.com will happily create duplicate leads all day long.
This creates chaos for sales reps who end up working the same lead. Even if they remember to manually search for duplicates, figuring out which way to merge leads isn't simple.
Although there are simple point solutions which solve these issues, consider it a must have for any marketing automation solution.
#7: Ability to execute integrated marketing campaigns across channels, not just email.
Creating killer topics for marketing campaigns is tough and requires imagination and empathy for your target customers. Developing compelling content based on your winning concept is far from trivial. Marketing campaigns get more powerful and efficient when you integrate several tactics across multiple channels.
Email campaigns are extremely effective, but don't forget direct mail, pay-per-click, banner ads, traditional media / trade publications. Each of these require landing pages with friendly URLs and tracking.
As marketers look to integrate social media tools like LinkedIn, Facebook and Twitter into integrated marketing campaigns, look for marketing automation vendors that recognize that this is another channel that needs to demonstrate ROI.
#8: Flexibility to match your customer buying process. Some folks need nurturing, some want all the information now.
A large part of the value of marketing automation comes from the fact that many potential customers are not yet ready to enter the sales process. They are looking to understand a problem or get educated about a topic and being engaged by a sales rep too early isn't productive for either party.
That doesn't mean everybody wants to be drip fed information one whitepaper or email campaign at a time. Some people want to consume as much information as you have on a subject at one time, but asking them to complete the same form twenty times doesn't build enthusiasm. I've noticed that technical buyers in particular like to load up on information before they engage in a real conversation.
Look for a marketing automation solution that can support gated resource sections that still track individual activity so you don't lose vital sales intelligence.
#9: Dashboard view of closed-loop campaign performance from lead source to opportunity and closed revenue.
Marketing Automation also promises to deliver big picture clarity into what demand generation strategies are really working. That doesn't mean counting how many leads come from what lead-sources, but rather identifying what sales revenue can be attributed to specific programs.
Doing this manually gets unmanageable very quickly, so look for a marketing automation solution that can give you visibility right through the customer funnel - from first click (from pay-per-click, for example) right through to closed deals.
#10: Make running web seminars that feel like part of an integrated nurturing program simple.
One of the most popular demand generation and nurturing tactics employed today are web seminars, aka webinars. Popular tools like GoToMeeting, LiveMeeting and Webex make it simple and cost effective to run online meetings, presentations and product demonstrations.
Whether somebody registered, attended or asked questions for a particular web seminar is important lead intelligence to use for segmentation and ultimately for sales context. Make sure your marketing automation solution integrates with your preferred web seminar platform, or at least offers a simple a quick approach for importing the data into your central marketing database.
I hope you found this helpful. I'd love to hear your comments on what I included and what you feel should have made the cut.