Getting the most out of your marketing automation

Getting the most out of your marketing automation

Marketing automation is a tool that can save you time and make your marketing efforts more effective. However, it is important to understand how to use it properly to get the most out of it. In this blog post, we’ll share some tips and best practices on how to make the most out of your marketing automation.

Define your goals – what do you want to achieve with marketing automation?

Utilising marketing automation is essential for businesses to succeed in the modern marketing landscape. When a marketing automation agency is engaged, it is important to outline goals that can be achieved using this technology. A marketing automation strategy should focus on providing the highest possible ROI while considering the specific needs of your target audience. From creating personalisation opportunities to streamlining workflows and reducing operational costs. Marketing automation has the potential to positively transform how marketing is conducted. Clear goals are necessary to ensure that you make optimal use of marketing automation and achieve success in the long term.

Choose the right platform – there are many options available, so make sure to pick one that fits your needs

Working with a marketing automation agency can offer many advantages, but it’s important to choose the right platform and ensure that it meets all your needs. With so many options available today, either use Marketo, Eloqua, Hubspot or Pardo to name a few. It can be difficult to decide which direction to go in. But investing some time in considering which platform would be most beneficial is well worth the effort. Not only will choosing carefully help create a more effective marketing strategy, but it also has the potential to save money long-term by reducing maintenance costs and making marketing easier to manage. Ultimately, making sure you take the time to pick the right platform for your specific needs will have a positive effect on any marketing automation agency’s endeavours.

Set up your campaigns – map out each step of your campaign and what actions you want customers to take

Maximising marketing resources is important for any business, and marketing automation can be a powerful tool for streamlining marketing campaigns. As a marketing automation agency, we are dedicated to helping our clients develop comprehensive strategies for their campaigns. From setting up the initial goals to mapping out each step and desired outcomes. Throughout the planning process, we focus on actions that customers should take to optimise your marketing efforts. Our goal is always to enable you to execute successful marketing campaigns while saving time and money.

Automate your tasks – from emailing leads to sending follow-up messages, automate as much as possible

Automating marketing tasks is the key to success in any business. Automation allows marketing managers to save time, increase efficiency and deliver meaningful results. With the help of a marketing automation agency, businesses can take advantage of automation capabilities to set up automatic lead emails, follow-up messages and other marketing activities. This helps ensure consistent customer engagement and improved customer retention rates. Additionally, marketing automation enables businesses to track lead cycles, generate insights and report on marketing efforts with ease. Automate your marketing tasks today and enjoy cost savings, time efficiencies and better strategies for success.

Measure your results – track metrics such as open rates, click-through rates, and conversions

As any marketing automation agency knows, tracking metrics such as open rates, click-through rates, and conversions is key to measuring success. Knowing which marketing efforts are yielding beneficial results, allow marketing departments to focus their energy on the strategies that drive growth and engagement. By carefully assessing marketing metrics such as these, businesses can make informed decisions that benefit their marketing strategy, marketing spend and ultimately shape their bottom line.

Adjust accordingly – if something isn’t working, don’t be afraid to change it

As a marketing automation agency, there is always the risk that we may not get it right the first time. However, this does not mean that the project is dead in the water. Rather than getting stuck in a rut and wasting our resources, we make sure to keep an open mind and adjust accordingly if something isn’t working. This kind of agility and willingness to change allows us to come up with innovative solutions quickly and efficiently. When it comes to marketing automation, don’t be afraid to make changes when necessary. You never know what results might arise!


Marketing automation can be a huge help in achieving your business goals – if it’s done right. Make sure to invest time in defining your goals. Choose the right platform and setting up your campaigns before you start automating tasks. Once you’ve started using marketing automation, track your results so you can see what’s working and adjust accordingly. If you need help getting started with marketing automation or want to learn more about how it can benefit your business, get in touch. We’d be happy to chat with you about your unique needs and how we can help you achieve success.

Based in Warwickshire, UK, virtualROI is a marketing automation agency that specialises in helping business-to-business clients solve their marketing challenges. virtualROI has been helping clients deliver campaigns across the top marketing automation platforms since 2009. We work with companies across Europe, The Middle East and Africa. For more information on how we can help you with all aspects of marketing automation, speak to our team today.

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