July 2017
Beginner to intermediate
360 pages
8h 21m
English
Content preview from CRM For Dummies
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Chapter 11
Joining the Marketing Automation Revolution
IN THIS CHAPTER
Understanding what marketing automation is and how to use it
Creating campaigns and workflows around automation
Setting up automation around lead scoring
Marketing automation uses software to automate communication and task scheduling. You have the power to set up rules that trigger specific actions based on what your contacts have done. For example, you can have an email automatically sent to a contact who’s signed up for your newsletter. Marketing automation saves time and money, while giving your team the tools to focus on what they do best.
Marketing automation and your CRM are tightly linked. They represent different aspects of the same relationship and are components to help you manage, nurture, and engage your leads. Used effectively, they initiate and foster a desire for your leads and contacts to connect to you. The more you harness technology to help communicate, the easier you can sell to your leads.
This chapter explains marketing automation, how to design automated campaigns, and how to integrate your processes into your CRM.
Defining Automation
Marketing automation, when done right, represents ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.