The Benefits of Marketing Automation

The Benefits of Marketing Automation

The Benefits of
Marketing Automation

Marketing and sales strategies require some finesse in order to convert consumers into paying customers. Long gone are the days when you could cast your net wide in the hopes of catching one or two fish. Consumers are becoming more particular about how they interact with businesses and brands and how they prefer to be marketed to.

 

People prefer, and often expect, highly individualised marketing efforts that speak directly to them. Although it is possible to provide these kinds of experiences while manually performing your marketing and sales activities, it is no longer practical. You or your marketing team could end up spending a significant amount of time and resources on designing and implementing tailored marketing messages in the hopes of converting one or two customers. Marketing automation systems can help you market more effectively and efficiently.

 

Sales and marketing teams are more efficient.

Using a marketing automation system frees up your marketing team since they will no longer need to manually manage many marketing-related tasks. That means they will have more time to strategise and focus on generating even better marketing content, campaigns, and projects. The same goes for your sales team.

 

A marketing automation system usually centralises most, if not all, marketing tasks. This will make your marketing team’s jobs easier. It will also assist them to be more efficient since they won’t need to switch between systems or learn and use different programs.

 

Bringing your marketing and sales efforts into alignment.

Marketing and sales are not the same things. Marketing refers to the customer journey. These marketing efforts could include various touchpoints where customers engage with your business, brand, products, or services before they make a purchase. On the other hand, sales refer to the transaction where a consumer purchases something from your business.

 

Using a marketing automation program puts your marketing and sales efforts on the same page. This makes it easier to nurture leads through the marketing funnel and convert potential customers into buyers.

 

It makes financial sense.

It is possible to reduce your marketing costs by around 12% while increasing your sales productivity by 14.5% by implementing and using marketing automation systems.

 

Businesses, especially small businesses, may find it challenging to dedicate time and resources toward marketing efforts. When you say marketing automation software, one person could potentially achieve the same marketing goals as a team consisting of multiple members. This could make your marketing more effective and free you or your team members up to focus on other vital tasks.

 

Get more from your data.

Gathering, storing, and interpreting your marketing and sales data is vital to designing and implementing effective marketing campaigns. In most cases, marketing automation software can automatically generate reports. These reports could be as broad and general or as specific as you need them to be.

 

Reports generated by your marketing automation software could help you establish which campaigns are performing well. It can also help you identify potential issues and friction points in your customers’ marketing journey. This allows you to see exactly where you are losing leads and therefore losing sales. Knowing where potential customers are exiting your sales funnel can help you improve in these areas, possibly leading to a higher conversion rate.

 

Focusing on your customers.

When your marketing team no longer needs to manually manage certain marketing activities, they will be able to dedicate their time and resources to other areas. One of these areas is to focus on creating more personalised content and interactions with existing and potential customers.

 

Your marketing team will be able to create highly unique and personalised marketing messages based on the reports generated by your marketing automation system. These marketing messages could be highly targeted by using the segmentation capabilities provided by your marketing automation system.

 

These targeting efforts can be amplified when you use your marketing automation system to display marketing messages across multiple channels. These channels include social media, email campaigns, sponsored content, online advertisements, and search ads.

 

Customers could perceive these targeted marketing efforts in a highly positive light. 44% of clients would move to a competitor if your company does not respond to their inquiries fast enough. More than that, they crave a personalised experience, preferring that overpriced when making a purchasing decision. Marketing automation benefits both your company and your customers by enabling you to provide highly personalised marketing messages that are more likely to convert.

 

Better marketing systems and processes.

Some marketing systems and processes could become impractical as your business grows. This can make managing these systems or processes labor and time-intensive. Marketing systems and processes that don’t meet your company’s needs could mean that your company does not grow as much as it could.

 

Suppose a marketing system is manual or needs to be managed by a specific person in your team. In that case, it makes it difficult to scale it as your company and marketing team grows. Having a marketing automation system could make it easier for various team members to design, develop, implement, and track your marketing efforts.

 

Better lead nurturing.

Making your sales and marketing efforts more efficient and effective and bringing the two together while harnessing your data and focusing on your customers means that you will be better able to nurture leads. You will be able to generate personalised marketing campaigns and implement and automate these campaigns to see the best return on your marketing investments.

 

Using a marketing automation system means you can increase your productivity as well as your return on investment. It can allow you to harness the data that you gather in order to provide existing and potential customers with the best marketing messages. These messages could encourage more sales and greater customer loyalty.

 

The time and resources that you save by using a marketing automation system can be used to focus on other vital areas of your business. For your marketing team, this could mean strategising and implementing more and more successful marketing campaigns that can be automated.

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Don’t miss more articles by The CRM Team

8 key benefits of marketing automation

8 key benefits of marketing automation

8 key benefits of marketing automation In a nutshell, marketing automation refers to all the digital tools that help marketers reach customers more efficiently, effectively and scalably. But what are the real differences between business that use marketing automation...

The Five-Minute Guide to  Dynamics 365 Marketing

The Five-Minute Guide to Dynamics 365 Marketing

The Five-Minute Guide to
Dynamics 365 Marketing

Did you know the average consumer attention span is eight seconds? Research has shown that the average attention span has shrunk by nearly 25 percent between the years 2000 to 2015.

Then, doesn’t it then make sense to tailor your marketing strategy to keep your customers and viewers as engaged as possible? Dynamics 365 Marketing may be your best bet.

Although, it is a big platform and can definitely feel overwhelming when we’re getting started.

Come with us as we break down what exactly 365 Marketing is and how it can massively boost customer engagement.

What Is Dynamics 365 Marketing?

Dynamics 365 for Marketing is the first marketing tool under Microsoft’s belt. It falls under the Dynamics 365 umbrella, which is a line of products focused on resource planning CRM tools. The intention behind the software is to give small to medium-sized businesses the tools they need to run successful marketing campaigns across a variety of channels.

It comes with powerful tools that we can use right off the bat to design and deploy campaigns across various channels. It also provides plenty of high-end templates that have great drag-and-drop interfaces and ample space for change.

 

What to Expect?

Users of 365 Marketing can build personalized marketing and customer journeys with targeted messages and marketing activities sent at various stages of the customer’s engagement. These tailored, automated customer interactions foster good leads and encourage continuous movement through the pipeline.

Dynamics 365 benefits from being closely tied to other branches of the Dynamics CRM system, like Dynamics 365 Sales and Customer Service. It does certainly improve Microsoft by pressing the advantage of usability. This is because it uses the same Common Data Model to store and share data with other apps.

All the apps associated with the package share the same core, or “brain,” meaning they’re always in sync with one another and always up to date. This means we can push for efficient sales and marketing strategies and bring various teams together.

They also designed the software to work on a variety of platforms, with a uniform UI that works on mobile, tablet, and desktop. One of the biggest benefits of using Dynamics 365 Marketing is the ability to lean on both real-time and outbound marketing.

 

Real-Time Marketing

Real-time marketing is all about the current customer journey. Any real-time planning should include event-based triggers. For example, it gives us the flexibility to create real-time responses based on signals coming from customers. This means you can:

  • Build a rich data profile
  • Select the best channel for each customer
  • Interact at the appropriate times

It also means we can personalize our messaging and even include dynamic text and images, which connects us with customers wherever they are. This could happen through push notifications or even emails and text messages.

 

Outbound Marketing

Outbound marketing lets us connect our marketing and sales operations with email marketing, lead scoring, and social media posting. With outbound marketing, we can:

  • Capture strong and promising leads
  • Manage those leads through a custom process
  • Leverage social media effectively
  • Get customer feedback with online surveys

Perhaps we want to dive more into Facebook, Instagram, or even LinkedIn. Or, if we want to unearth what qualifies as a good, productive lead, the combination of real-time and outbound marketing is a game-changer.

 

Who Can Use It?

Many entry-level cloud solutions lack the tools most businesses need and want. This may include high-end resources and tracking capabilities. 365 is significantly more powerful than these but also more complex. As a result, it’s unlikely tiny companies will ever need full 365 coverage. That being said, it is very well suited to the wider-end of the small to mid-sized business range.

Although we can use the app for both B2B and B2C marketing, it is ultimately best suited for B2B marketing. 365 for Marketing is a great toolset for mid-sized businesses that are ready to put a little more time and money into their marketing efforts. This is especially true if they’ve outgrown the basic, native marketing features of other Dynamics 365 apps like Sales.

Features of Microsoft Dynamics 365 and How It Can Transform Your Business Process

To give a general overview, it is important to go over the app’s primary functions. We want to see what problems 365 Marketing solves and the benefits it offers to its users. It has a set of fundamental capabilities that simply need to be translated into more practical business terms.

 

Customer Journeys

 

Customer Journeys in 365 Marketing is ideal for marketing automation and streamlining daily procedures. These would be tasks we’d want done with no direct involvement from the marketing team. We could design a system where the customer journey is mapped out, with various aspects and triggers accounted for. We then play that journey out and predict how it will unfold based on their responses. This means we change or adapt the process as the client’s needs evolve.

As any smart marketer will tell us, we need to map out the client’s path before we create campaigns and generate leads. This is an area 365 Marketing succeeds in.

 

 

With the help of 365, we can distribute our campaigns through a variety of channels. It comes with templates and design tools that help us quickly create professional-looking branded emails, build lead capture forms, and establish dynamic landing pages. This is all with conversion in mind.

We can also develop SMS or text message and social media campaigns, which connect with Microsoft Social Engagement. This comes packaged with any of the suits’ CRM tools, which gives us more control over our social media marketing.

 

Managing Events

 

Modern marketing is all about providing value to current and potential clients. If a company does so by presenting events like conferences or seminars, 365 Marketing has several built-in tools to assist you.

The app’s event management capabilities include everything you need to create an event. It includes venue and speaker management, registrations, scheduling, and attendance tracking.

There’s even a portal management system that allows businesses to construct a customised event site. Here, attendees could manage their profiles, attendance, and registrations, and get all the information they need about speakers and event schedules.

 

Managing Leads

 

All marketing initiatives aim to produce leads. 365 Marketing comes with simple lead management features that make it easier to track, score, and nurture leads.

The app uses an intelligent, automated lead-scoring system that qualifies leads at every stage of the customer journey. This is based on predetermined rules, such as marketing email engagement, website visits, and event registration. This allows us to rate leads based on criteria that reflect what’s most important to us.

 

Insights and Analytics

 

Analysing a campaign’s success is an important aspect of marketing, as it guides any further decisions. We want to gain knowledge and refine our marketing strategies as best we can. Insights are the way to do that. Besides the lead-scoring measures stated above, Dynamics 365 has powerful analytical tools capable of gathering and analysing data, as well as providing actionable insights.

 

Let Us Help You Grow

Anybody can grow with the right marketing tools and know-how, and we can help them do that. With powerful flexibility and limitless possibilities, it’s clear that Dynamics 365 Marketing is the way forward. We help craft memorable experiences for your customers and nurture relationships. This is the value we offer and stand by.

We work with businesses to make magic and deal with many Microsoft products and services. Talk to one of our experts today and let’s see what we can do for your business.

Improve Your Business

To reduce costs, improve efficiency, and offer the customer service your clients deserve, you want to implement Microsoft Dynamics 365. Book a demo today to see how it can enhance your business.

Transform your business

Don’t miss more articles by The CRM Team

8 key benefits of marketing automation

8 key benefits of marketing automation

8 key benefits of marketing automation In a nutshell, marketing automation refers to all the digital tools that help marketers reach customers more efficiently, effectively and scalably. But what are the real differences between business that use marketing automation...

What Are The Top 5 Digital Transformation Trends

What Are The Top 5 Digital Transformation Trends

What Are The Top 5
Digital Transformation Trends

Over the last two decades, most global companies have had the luxury of digitising over time, so why is it such a buzzword in 2022? As technology changes, companies need to be agile enough to adapt to the changes. Digital transformation is not a once-off deal, it’s a process that’s constantly evolving.

 

If you’re looking to get ahead of the cultural shift, there are five digital trends that are set to take off in the near future.

 

What Is Digital Transformation

 

Digital transformation is fundamentally shaping new ways for businesses to improve experiences, from internal departments to the end-consumer. It’s a cultural shift that involves adopting new technologies and harnessing the benefits to improve innovation, value, and efficiency.

 

Because of the pandemic, hybrid work models have been the forefront topic across the globe. We’ve had to change the way we work and interact with customers in all areas of business. It created a space where we had to shift the way we collect and integrate data while implementing a new space for employees to thrive.

 

Benefits Of Digital Transformation

 

Successful digital transformation can unlock business potential and help you  increase your return on investments. Based on their transformational efforts, the following benefits highlight what most companies find rewarding.

 

  1. Improved Data Collection

Digital transformation optimises the way businesses collect and translate data. This means that departments can integrate raw data into insights across numerous touchpoints.  This is fundamental to accessing a single view of the operations, customer journey, production, and finance. With this, you can use data-driven insights to improve workflow efficiency and enhance customer experiences.

 

  1. Managing Resources Effectively

From marketing and sales to C-suite, every department will be able to leverage off integrated applications, software and databases – a centralised portal that optimises business intelligence. This is a sure way to help keep employees connected while managing their day-to-day operations.

 

  1. Access To Data-Driven Insights

You can now unlock insights that meet the needs of your customers. This is the perfect way to create a more effective customer-centric strategy. Data-driven insights not only help you become more agile, but it also helps you make informed decisions, improve operations and discover new business opportunities with sufficient market evidence. If you’re an enterprise that places high-value on data, you’re set to see competitors use more data insight practices and collaboration.

 

  1. Improved Customer Experiences (CX)

One way to deliver a seamless customer experience is through digital transformation. Transformation affects the cadence of how your sales and marketing team discover new prospects. The challenge for most brands starts with the customer experience. Customers have limitless products and services offered to them day-to-day and it’s important to break through the noise. One way of enhancing CX is to give customers autonomous control over their data. When you provide the right features to meet customers’ needs, this will help your team manage expectations and earn long-term trust.

 

  1. Shifting Digital Culture & Collaboration

Trends predicted that by 2020, “83% of enterprise workloads” will run on the cloud. Approximately 41% of these workloads were predicted to run on public cloud platforms like Microsoft Azure, Google Cloud Platform and Amazon Web Services. Private-cloud-based services were predicted to have an additional 20%, while hybrid cloud platforms accommodated 22%.

 

Not only do these tools deliver effortless collaboration, they also help your enterprise move forward digitally. In order for your business to remain sustainable, the latest digital shift is a crucial one.

With this, upskilling and digital learning can be enforced and employees are able to take advantage of the benefits.

 

  1. Increasing Digital Adoption

In the evolving digital space, Implementing the right digital assets will elevate your business from the inside-out. Getting your employees to help drive the mission is a crucial part of your transformation.

 

To achieve business objectives, finding an effective user adoption strategy is a great place to start. Whether it’s increasing CRM user adoption,  implementing AI applications, or both — It’s important to find the relevant strategy that meets your business needs and employees’ capabilities.

 

Top 5 Digital Transformation Trends For 2022

 

Getting to know what’s ahead in the digital landscape will help you understand the why’s and how’s. Take note of the digital transformation trends that are set to take off in the near future.

 

  1. Protecting data and efficient cybersecurity

Now more than ever, cybersecurity and data protection has become the next priority for 2022. During the course of the pandemic, customers spent more time on smart devices and companies were forced to move to hybrid work – having to adapt to new technologies in the process. As a result, a lot of companies recognise that automation and applications need to be secure in order to earn customer trust.

 

With that being said, customers are going to see a lot more high-placed value on security features that are being deployed to applications and software.

 

  1. Automation

Small businesses are likely to adopt and automate processes going forward. It’s predicted that within the next year, automation will go as far as medium-to-large enterprises due to more accessible solutions. Whether you conduct business in manufacturing, market research or customer support, a number of businesses will start implementing a combination of digital assets into daily workloads.

 

  1. Cloud Solutions

Cloud-based services are incredibly scaleable, cost-effective and easy to use. As more enterprises move away from on-premise safekeeping, running applications on cloud platforms have become a ‘must-have’ solution. Where security is concerned, cloud platforms come with improved cybersecurity features that help keep data and sensitive information safe. In addition, your team will be able to collaborate more effectively and the cloud’s scalability allows big data to thrive.

 

  1. Hybrid Models (Working From Home)

Brought to you by the pandemic, hybrid working is set to become part of a permanent business model. What we can expect in the next year is an increase in employee expectations, and as the future of work heavily relies on connection – organisations will be forced to adapt. For instance, connecting virtually with colleagues is becoming a common hybrid solution for most. To drive productivity and employee retention, you will need to deliver digital-first solutions along with connected experiences that fit into the work from home space.

 

5. 5G and The IoT

Introducing the new age of mobile communication, the 5G network is set to define interaction on another level. When you invest in 5G and expand on the internet of things, your business will improve its cost and production. It will also become a concrete benefit for organisations that have adopted hybrid working. Greater flexibility, responsive networks and improved security are just some of the benefits that accommodate a connected future.

 

Digital Adoption Strategies

 

Within the last year, it was reported that 73% of businesses failed to meet the value out of their digital transformation efforts. According to forbes, 70% had failed adoption programs due to employee resistance. Businesses may understand the value of digital transformation but they’re not getting the value from these assets because of poor adoption practices.

 

Adapting to the following strategies will help you get the most out of your digital assets:

 

  1. First explore the digital assets that your business needs and plan how you’re going to roll out new technologies. You can do this by creating awareness in phases. Use the first phase to highlight how the benefits will help your employees’ manage day-to-day workload.

 

  1. Create a workshop or event to drive hype around the new digital asset/s. You can successfully onboard employees by showcasing a detailed presentation and answer any questions that they may have. This could include training activities, benefits of the technology, and how it fits into the enterprise as a whole.

 

  1. Poor communication leads to poor decision making. Start providing departments with the right know-how to prevent future project failures. Open up and support staff by letting them ask questions. Until the user gets comfortable with the tech, it becomes relatively easier to achieve adoption.

 

  1. Training doesn’t always come with a one-size-fits-all approach. Tailored learning can be super beneficial when dealing with new processes. People tend to learn and upskill at different stages, so be sure to personalise training.

 

  1. Following up from time to time will allow employees to grow with your transformational efforts. It also helps them feel confident enough to implement future digital assets more effectively. Start surveying how well the programs are working and identify any gaps that are hindering growth and development.

 

Bottom Line

 

Companies are continuing to digitally transform their workforce. With the latest predictions, you’ll be set to deliver steady, high-value solutions to your customers — while fostering happier, more productive teams. In addition to this, you’ll be able to improve operational efficiencies every step of the way.

 

Explore the future scope of digital transformation. Learn how The CRM team can help you get there.

Transform your business

Don’t miss more articles by The CRM Team

8 key benefits of marketing automation

8 key benefits of marketing automation

8 key benefits of marketing automation In a nutshell, marketing automation refers to all the digital tools that help marketers reach customers more efficiently, effectively and scalably. But what are the real differences between business that use marketing automation...

Digital Technology Adoption Survey Findings

Digital Technology Adoption Survey Findings

Digital Technology Adoption Survey Findings

The CRM Team, in partnership with ITWeb, conducted a Digital Technology Adoption survey in May 2022 to find out how effectively South African companies and people are adopting technology in different industries.

The survey was met with great participation with a total of 209 valid responses recorded.

From these captured responses, the key findings were that only 53% of the respondents stated that they had the right software to serve their customers, and 32% said they did not.

49% of the survey respondents stated that they had a digital adoption strategy for at least three years. While 20% of respondents reported having a digital adoption strategy for one to three years, and 13% of respondents said that they are not currently planning to deploy a digital adoption strategy. 12% said they were just about to roll out a digital adoption strategy, while 6% said it had been in place for less than a year.

The survey asked participants how familiar they were with the ADKAR model of change management. 57% said they had no idea what it was. 25% of respondents are aware of ADKAR but have never used it, while 12% stated that they use ADKAR to manage change on various projects.

According to the respondents, when asked which factors assisted their organisation’s adoption of digital technologies, 22% said online training, 14% said cross-functional collaboration, 14% said integration with customer experience, and 12% said change management practices.

There were five main points cited by respondents as the primary drivers for adopting digital technology: increased agility (15%), easier customer service (14%), better innovation (14%), improved departmental collaboration (12%), increased revenue (10%), and reduced non-value-added work (10%).

Within their digital adoption strategies, respondents plan to implement the following technologies:

According to the survey findings, the top 3 drivers for digital technology adoption are customer experience improvement innovation, and process improvement.

Respondents responded that the most common barriers to digital transformation are: economy (29%), lack of resources (21%), and lack of digital business skills (17%).

The survey results indicate that CEOs are most likely to adopt digital technology (32%), followed by CIOs (21%).

 

Thank you to everyone who participated in the survey we value your feedback and we received quite insightful results. The participants who completed the survey stood a chance to win a R3000 Takealot voucher. A draw was conducted from the 209 valid participants, and Riaan Myburgh won the voucher! A huge congratulations to Riaan.

 

Start your Digital Transformation journey

Don’t miss more articles by The CRM Team

8 key benefits of marketing automation

8 key benefits of marketing automation

8 key benefits of marketing automation In a nutshell, marketing automation refers to all the digital tools that help marketers reach customers more efficiently, effectively and scalably. But what are the real differences between business that use marketing automation...

Youth Month Special: Hearing from the Youth of The CRM Team.

Youth Month Special: Hearing from the Youth of The CRM Team.

Youth Month Special: Hearing from the Youth at The CRM Team.

Youth Month is tied in with remembering the young people who partook in the Soweto Uprising and celebrating the young people of today. To end off youth month, we spoke to the youngest member of The CRM Team, Johan Nel, to hear his thoughts on the present status of the young people of South Africa and what he trusts the future will bring for youngsters in this country.

 

What has kept you headed to prevail quite early in life?

I would give a great deal of credit to my father. My father has been my wellspring of motivation to succeed – he imparted in me that nothing comes free in life and that hard work pays off.

 

What does success look like to you?

Success to me is waking up every day and looking forward to going to work. Money does not measure success – a sound working environment means the most to me.

 

Being a young person with a job and knowing how high youth unemployment is in South Africa, how does that make you to feel?

Privileged without a doubt, yet additionally sad. Having a steady work and a rooftop over my head causes me to feel special yet miserable that there are individuals out there who do not have similar privilege.

 

How would you think the government needs to fix the unemployment rate among youngsters?

The government, first and foremost, has to make a more straightforward way for individuals to become business visionaries. There has to be a simpler way for individuals to begin their businesses.

Secondly, the community should work together to drive employment. Perhaps if the community would help the less privileged to apply for work, help the less fortunate to get access to sites such as LinkedIn and help them apply for work then surely that will make some sort of difference.

Tertiary institutions also need to furnish studies with experience. When we finish our studies all we get a piece of paper, meanwhile organisations insist that we should have experience, even for entry-level positions.

There is no guidance to prepare students for what comes after finishing your studies, you are left in the deep end to fend for yourself.

 

In your opinion, how does the future of youngsters in this country look?

Difficult. There is insufficient support for young people in this country. Employment seemingly will become more difficult. The competition in the workplace is becoming tough, employers now seek individuals with multiple expertise to do various tasks rather than employing many people to do those duties.

 

In the event that you could offer the young people of South Africa any advice, what would it be?

  1. Do what you excel at. Play on your strengths and be open minded to enter the unknown and to learn new skills.
  2. Understand what you are great at and learn what is else you need to excel along the way.
  3. Try not to fear change.
  4. Follow your passion.
  5. Be creative. Utilise every asset you have, if all you have is a cell phone and internet use it for your potential benefit.

 

What change do you want to witness in the young people of South Africa?

I might want to see youngsters be versatile. To face challenges and advance as much they can.

 

Where do you see yourself in the future, and how do you intend to get there?

I want to further my studies so I can bridge the gap between being a delivery manager and a developer. Developing is what I am currently inclining towards.

 

Like Nelson Mandela once said, “The youth of today are the leaders of tomorrow.” At The CRM Team, we celebrate our young people and seek to uplift those who are struggling to find direction. We hope you will be inspired by this article.

 

Johan Nel – Delivery Manager

Johan is a Dynamics 365 Delivery manager with experience in various industries in the last 5 years. He specializes in Agile processes and has been running projects with this methodology for the last 5 years. He has played various roles ranging from Analyst to Project Management.

Contact us for any questions
8 key benefits of marketing automation

8 key benefits of marketing automation

8 key benefits of marketing automation In a nutshell, marketing automation refers to all the digital tools that help marketers reach customers more efficiently, effectively and scalably. But what are the real differences between business that use marketing automation...