It happens every year – you’ve spent an entire weekend cleaning out your house only to be relaxing on Sunday afternoon and realize the basement hasn’t been touched. Almost immediately your mind initiates an internal debate to decide whether or not it’s really necessary to clean the basement. You may argue that the basement is in decent condition and most guests only see the main part of the house anyway. Is it really necessary?
For the productive marketer, spring cleaning has involved updating the company’s marketing materials (white papers, email templates, etc.) – the main part of the house – to reflect product improvements and service upgrades. But chances are that your marketing automation vendor has also been busy this past year rolling out new features to make your life easier. So, instead of taking Sunday afternoon off, finish up all of your spring cleaning and revamp your marketing automation strategy to take advantage of all of the new features.
Key Marketing Automation Upgrades
- Compatibility – A versatile marketing automation solution strives to integrate with as much technology as possible. You may have been reluctant in the past year to upgrade your software in fear that your marketing automation solution would be incompatible. Take the time to find out if your vendor has achieved compatibility with the latest web browsers, email connectors, and CRM solutions.
- Reporting – Given that a huge selling point of marketing automation is marketing ROI, it’s important for marketers to be using the latest tools to demonstrate the value of their marketing efforts. Most vendors know this and are constantly updating their reporting features to let marketers create better tables, charts, and graphs for the higher-ups. Often when you first implement a marketing automation tool, you get caught up in the tactical campaign elements and you don’t spend time understanding how you can report on your data. With the end of the quarter approaching, this is a great time to think about how you can use reports to show that your hard work is paying off.
- CRM Integration – Most marketing automation vendors are continually improving their integration with the different CRM systems. Because each CRM has its own API and functions differently, the engineers are having to learn each system and figure out ways to implement the new features. This means that little upgrades are constantly being made to better improve CRM integration and you may have overlooked some. Now is a great time to revisit your vendors blog or feature list to find out what new improvements have been made. Often, to take advantage of new features you need to update your integration package, so be sure you’re working with the latest and greatest edition of your tool.
- Automation – The key to marketing automation is the ability to take time-consuming tasks away from marketers and automate them. Ideally, when you first started marketing automation you handled the basics of automating scoring, grading, drip nurturing, etc. It’s probably time to take automation to the next level and really see what the possibilities are. Think through what other areas of your marketing campaigns you may be able to automate, and work with the sales team to find out how you can use automation to help them as well.
- Other Features – Luckily for marketing automation customers, the industry is continuing to grow and the landscape is getting more and more competitive. The only way for vendors to succeed is to innovate and differentiate their offerings. Keep tabs on your vendor’s blog and other outgoing news to be informed of the next big announcement. For instance, your company may have recently added connectors to plug in to other marketing resources like a chat solution to sync on-site chats with with prospect activities or a Jigsaw connector to help you find more information about people in your database.
With your marketing automation strategy revamped and your marketing materials refreshed, your company is ready to generate some great leads and exceed quarterly goals.

