After having analyzed your company and the methods that can help you develop your business, you have come to the conclusion that the implementation of a Saint Helena Email List automation tool is now necessary. But it turns out that there are many automation solutions out there. So how do you choose the right tool for your needs? In order to identify the right marketing automation tool for your service company, you need to focus on your business needs and the functionality you want. Situation of your service company
Before going into the details of the functionalities of the tools, ask yourself questions about the current situation of your service company.
1. How much are you willing to invest in an automation platform?
The cost is not the deciding factor when choosing a marketing automation solution , but by setting a limit on the level of the price that you are willing to pay, you can already sort it out and focus on a number of platforms. However, you also have to think about what a solution can bring you in terms of ROI . An automation tool can make a huge difference in your income. By optimizing and automating your customer journeys, you can save a lot of time. You will free your employees from repetitive manual tasks and allow them to focus on other types of tasks that will bring more added value to your customers.
How complex are the campaigns you want to set up?
Whatever the technical skills of your service company, you also have to think about the complexity of the campaigns you want to set up. The more complex a campaign, the more powerful features it will require that will allow you to achieve a significant degree of finesse . For example, if you are thinking of setting up 5 lead nurturing campaigns, with minor changes over time and with simple paths, a less complex solution may do the trick. If, on the other hand, you have dozens or hundreds of scenarios to set up and run simultaneously , with intersecting paths and extensive contact scoring, you will need a more complex solution.
Finally, if you want to operate subsets of your database in a compartmentalized manner (by business line, country, etc.), a tool like Pardot will be more efficient than Hubspot. On the other hand, Pardot is not very suitable for acquisition (it is difficult to obtain the sources of your contacts) unlike Hubspot which manages it very well. The idea will always be to weigh the pros and cons based on the importance of each feature to your service company, the perfect solution does not yet exist.
Webmecanik will for example be more affordable than solutions like Hubspot, Act-On or Pardot (not to mention Marketo which is much more expensive). Note that the invoicing system is also an important element to take into account because it can have an impact on the final price. Hubspot uses the size of your contact database while Act-On uses the number of active contacts for example.
The essential features
To choose the best marketing automation solution for your service company, you also need to think about what features you can’t do without. Rate the different platforms based on the feature list below: A. Content management. The objective of this type of functionality is to bring together all your content on the same platform and to personalize it according to your buyer personas. B. Social media management. This feature allows you to schedule messages for the social networks on which you are present and thus promote the content you create. Finally, depending on your needs, it will sometimes be better to pay a little more to have access to features that not all tools offer.
We recommend that you call on an external service provider to assist you in setting up this CRM – Marketing Automation integration. The goal is to identify your technical and specific needs in order to create the mappings, rules and synchronization triggers adapted to your business. If the integration is successful, you can independently manage the synchronization.
Train your teams in the tool – Once the data model has been implemented and the rules of use have been defined, it will be a question of training all your teams in the use of CRM. Going from the technical aspect and use of the software to the implementation and compliance with the rules of use, deal with all these subjects during a training meeting dedicated to CRM.