Marketing automation is a huge segment in the software development field. The competition is high and the choice is big. Just like with any other products you need to evaluate various options to find the most suitable and useful marketing automation programs. There are many solutions that can make your life easier.
Marketing is a complicated area, and the requirements for marketing automation solutions are very specific. The product needs to be designed specifically for marketing to meet your needs. But what are those specific needs and how to choose the best marketing automation software on the market.
Let’s think of a perfect enterprise, where everything works as it supposes to. Sales department is focused on talking to actual customers and selling. The marketing department is focused on creating innovative marketing campaigns and attracting new customers. What happens in reality is that both departments have tons of paperwork and lack proper communication. Instead of doing things that they are best at, they are focused on pointless tasks. That slows down your company’s growth and affects the motivation of your team. Your team can work more efficient when most of the routine processes are automated and the workflow is optimized.
The solution is simple. You need a powerful marketing automation platform. This can save your time and money. Marketing automation tools give you new opportunities. You can increase the productivity of both your departments in no time.
However, what exactly can a marketing automation tool do in order to improve your results? There is a number of vital functions that every marketing automation software must have:
- Lead management tools
- Automated communication hub
- High-speed network within the company
- Paperwork automation
- Analysis tools
- Planning tools
The software that can handle all these function is called CRM (Customer Relationship Managment). This is a powerful program designed for Sales and Marketing. This type of software usually has those vital functions by default. However, each enterprise is unique and not every CRM marketing automation solution suits the requirements of some specific company. The solution here is to find the most flexible CRM. This way you can customize every single part of this program to make it suitable for your needs. If you feel like this is your case, you need – BPM’online CRM. It is a well-known solution with unlimited potential. Let’s go through the list of requirements and find out whether BPM’online is really the best solution.
Lead management is the main part of the program. It is fair to say that lead management is the most important part of the marketing manager job. You need to know your clients and you need to build a strong relationship with them. BPM’online allows you to keep a full profile of your customer including links to social media and contact information. Also, you have the status of your client which shows the level of interest in the product or the company. This way you can sort your customers and have a clear understanding of how to work with this client. Besides, you can track the complete communication history, including the previous communication with a client. All communication history can be recorded.
Automated Communication Hub
BPM’online can truly be called a communication hub because all the incoming calls and emails can be managed within the system. You can also make calls and set up auto delivery for your email. The system is smart enough to send your email to a specific target group. You don’t have to select your targets manually which eliminates mistakes caused by human factor.
Many large companies suffer from coordination problems. Indeed, it is hard to manage several offices in different cities or even different countries. Thanks to the built-in network, your employees can easily communicate and coordinate their actions. . Even if you have a small company and all your team is located in one office this function is still useful. You can use it to share files and make important announcements. You can also keep instructions for your employees and they can always refer to them when they have a question.
To majority of the employees, paperwork is the most boring part of their jobs. The employees become exhausted after hours wasted on preparing contracts and offers. Endless paperwork seriously affects the spirit of your employees and their motivation, as well as the quality of the work. The solution is quite simple; you can set up templates for all your documents in the bpm’online CRM. Paperwork now takes a few minutes instead of hours. This way your employees have more time to attract new clients for your business.