Marketing Automation Preparation Checklist （营销自动化准备清单）.pdfVIP

Marketing Automation Preparation Checklist Marketing automation is a very powerful solution for many sales, marketing, and executive teams. The value of marketing automation is amplified when used properly along with planning and a process. Studies have shown only 25% of respondents get full value from their investment in marketing automation, which parallel the early days of CRM implementations. To help maximize your return on invest we compiled a checklist to help you start preparing for marketing automation. Checklist □ Gather your list i. Gather you list of leads from media inquiries ii. Gather your list of leads from website inquiries iii. Gather your list of leads from tradeshows iv. Gather your list of leads from your sales team □ Make sure your lists are organized with the data separated. For example, first name, last name, company, email, phone, and address in different fields/columns □ Assess how you interact with prospects and customers i. Document the B2B buying process for your company. Understanding how your buyers buy and what phases they go through is very important to the lead nurturing process ii. Build a flowchart to document how a lead moves into and out of your funnel and into a customer. Document how marketing creates a lead, qualifies them, and nurtures them until they are ready to buy. □ Group your customers into a list i. Identify important information about your customers in the list such as revenue, duration of the sales cycle, products purchases, and services purchased □ Identify your digital presence. i. Make a list of your web page links that need to be tracked