A marketing automation platform is software that automates routine marketing tasks, such as email marketing, social media posting, and ad campaigns, without the need for human action. It streamlines marketing processes, supports digital campaigns, and manages multifunctional campaigns across multiple channels automatically.
Marketing automation offers several advantages, including:
When selecting a marketing automation platform, consider features that will directly support and enhance your marketing strategy:
While both marketing automation and CRM systems are vital for managing customer relationships, they serve distinct purposes:
Successful implementation of marketing automation involves several strategic steps:
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Amortization is the process of spreading out a loan or the cost of an intangible asset over a specific period for accounting and tax purposes.
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Learn about order management, including understanding order fulfillment, best practices for order management, & benefits of effective order management.
Account management is the post-sales practice of building and nurturing long-term relationships with a company's most valuable clients.
AI marketing uses artificial intelligence to analyze data, automate decisions, and deliver personalized customer experiences at scale.
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A custom API integration is a bespoke connection between software, enabling them to communicate and share data to meet unique business requirements.
Accessibility testing is a software testing method that verifies an application is usable by people with disabilities, like vision or hearing loss.
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A Customer Data Platform (CDP) centralizes customer data from all sources to create a complete, unified profile for each individual customer.
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API security is the practice of protecting application programming interfaces from attacks, preventing data breaches and unauthorized access.
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“Always Be Closing” (ABC) is a sales mantra meaning every action a salesperson takes should be with the ultimate goal of closing the sale.
Closing ratio is a key sales metric that shows the percentage of leads or proposals that result in a successful sale.
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A channel partner is a company that works with a manufacturer or producer to market and sell their products, software, or services to customers.
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Account-Based Sales Development (ABSD) is a focused strategy where SDRs target key stakeholders within specific, high-value accounts.
Channel sales is an indirect sales model where a company leverages third-party partners, such as resellers or affiliates, to sell its products.
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Call analytics is the practice of analyzing phone call data to extract insights, track key metrics, and improve overall business performance.
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Conversational intelligence (CI) is AI technology that analyzes customer conversations to find insights that help sales and support teams improve.
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Average Customer Life is the average time someone remains a customer. It's a key metric for predicting revenue and measuring customer loyalty.
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Affiliate marketing is a performance-based model where affiliates earn a commission for promoting another company’s products or services.
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Learn about Drupal, including understanding Drupal's core features, benefits of using Drupal, common use cases for Drupal, & comparing Drupal to other CMS systems.
An Applicant Tracking System (ATS) is a software application that manages your entire hiring and recruitment process from a single dashboard.
Customer centricity is a business approach that puts the customer at the heart of every decision, aiming to build loyalty and long-term value.
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CPQ (Configure, Price, Quote) software is a sales tool for creating accurate, configurable quotes for complex products and services.
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An Account Executive (AE) is a sales professional responsible for closing new business deals and managing existing client relationships to drive revenue.
A Champion/Challenger test pits a new 'challenger' against the current best-performing 'champion' to see which one performs better.
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CRM analytics is the process of analyzing data from your CRM to uncover insights that help you better understand and serve your customers.
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The consideration buying stage is where potential customers have defined their problem and are now actively researching and evaluating solutions.
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Account View-Through Rate (AVTR) is the percentage of target accounts that see an ad and later visit your website without clicking on it.
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