How to get everyone on-board for a Marketing Automation initiative

Author: James Gibbons   |   Date: 21st September 2017   |  Tags: ,

You might think that installing a Marketing Automation tool is intended to make things more effective for your B2B prospects and more efficient for marketing staff but it’s easy to overlook how much Sales will benefit and in some companies Customer Service.

Companies looking to become best in their sector are taking the time to make sure that all aspects of their buyers’ journey are joined up. That means teams will benefit from and share in the marketing automation process.

This article explains how other departments will benefit and gives advice on how to start working closer together to maximise successes for the business.

Marketing changed forever with the advent of the internet, social media, smart phones and tablets.

Marketing automation is a technology solution which allows companies to track prospects and customers with greater precision, learn from their online behaviour, and nurture them with personalised, useful content. This helps convert prospects to customers and grow existing accounts.

To do this properly you need to link all customer and prospect interactions with your firm. This specifically means that you should not constrain the technology just to marketing. This could involve customer service or accounts but usually the most important is the sales team.

Look at the process from the Buyers perspective

The Buyer is the person that you need to satisfy so it makes total sense to focus on their needs. We can no longer dictate their process because of historical ways of working carried before the internet changed the way that buyers buy.  We now must respond to the customer buying process. They go through various stages as they consider purchasing products and services like yours. You should educate them before you try to sell them a solution.

Awareness Stage

The prospect is experiencing and expressing symptoms of a problem or opportunity. They are doing educational research to more clearly understand, frame and give a name to their problem/opportunity.

Initially a prospect is unaware of your solutions but will research a specific challenge via search engine or social media. The way to get found is to communicate about topics that matter the most to them and their business. (not your solution yet). What we need to achieve here is getting a web visitor to volunteer their contact information in exchange for a content asset such as an eBook or Webinar.

Awareness is principally the role of the marketing team. They will be curating or writing blog posts. Managing the web pages. Sending emails, social posts and hard copy mailers to drive people towards the next stage. Marketing must seek help because it’s the sales and customer service people that interact regularly who know the sorts of business problems that lead to opportunities.

Consideration Stage

The prospect has clearly defined and given a name to their problem or opportunity. They are now researching the available approaches to solving this. Traditionally this is where the lead is passed to Sales for follow up but most prospects today are not ready for the sales conversation straight away – preferring to do more research and improve their understanding of the merits of your (and alternative) solutions before spending time talking to specific suppliers. Nurturing and relevant (or maybe personalised) web pages become important here together with just the right amount of sales qualification. Once teams that interact direct with the clients have knowledge that needs to feed into the detailed marketing nurture plans. After they are fully qualified, initially by tripping the Lead Scoring threshold and subsequently from a sales contact, the prospect will move to…

Decision Stage

Prospect has now decided on their solution strategy and are compiling a list of all available services and products. They are researching to whittle down to a short list and ultimately make a final purchase decision.

This is frequently the main area of sales involvement but sales need back up in the form of competitor comparisons, success stories, product information sheets, demos etc. The traditional approach is for the sales staff to control the distribution of key data during this stage. Sales should have identified a possible opportunity but is unlikely to be ready to provide a full proposal so during this stage it is useful for the lead to continue being nurtured.

Advocate Stage

The work doesn’t stop once the purchase has been made. Once you acquire those new customers, delight them with great offers and discounts, exclusive content and anything else you can think of. Ongoing communications can help them become an Advocate.

Recommended Action

Before you get very far into a marketing automation project (and certainly before you start paying for a tool) get all client facing staff together and agree some basics. Define buyer types (not just customer segments) so that you can develop Buyer Personas and Journeys for the most important groupings. Show sales the type of business intelligence they will get inside their CRM system to help motivate them to help.

Produce an agreed definition of what constitutes a lead for different types of client. This needs to be agreed by sales and marketing and will be key in many aspects of the roll-out of marketing automation.

If you have any queries relating to this feel free to contact us at

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