Marketing Automation For Dummies

Chapter 4

Setting Up a New Marketing Automation Tool

In This Chapter

Developing a step-by-step plan

Identifying efficiencies and quick wins

Activating your solution and working with IT

Before you begin implementing a marketing automation program, you need to have your house in order and set up your tool. You’re going to need buy-in from other stakeholders and commitments of time to develop content and integrate technologies. You’ll be asking your organization to shift in a few different directions, and support from other departments is necessary to make your implementation a success.

In this chapter, I explain how to plan ahead and complete the preparation necessary to set you up for success. I also tell you what you need to know before you begin setting up your chosen tool. This chapter also covers the most common issues companies encounter when implementing marketing automation, and how to avoid them.

Listing Resources Needed for Initial Setup

You need a few specific items and resources to implement your solution. The following sections explain the steps involved and show you how to assemble your team. Setup preparation involves listing the resources you need, blocking time on ...