How to Find the Right Marketing Automation Solution - The Adesso Checklist
Posted: Wed Jan 29, 2025 4:22 am
Anyone thinking about a marketing automation solution today is no longer among the first. Marketing automation has long since proven its worth for many companies. And why? Artegic, one of the leading German providers of standard software for real-time marketing automation, has identified a few key performance indicators (KPIs) that convince almost everyone: 53% higher conversion rates, 41% higher turnover, return on investment (ROI) already achieved after one year – and that's just a small selection.
When used correctly, marketing automation is the perfect tool for identifying potential customers and classifying them based on user behavior and past actions. It is there to facilitate complex customer processes through centralized data management and to harmonize sales and marketing through insights from customer data. In short, it helps marketing and sales both to acquire new customers and to retain them – and all in an automated way. Personalization and marketing automation accompany your customers throughout their entire journey: from the beginning, through information gathering, to purchase (and repeat purchase).
Goodbye to data silos. Marketing automation allows you to part time data use your data more efficiently and make the most of the eclectic data set: new leads, new conversions or new fans.
Finding the right marketing automation solution
The market for solutions and the promises that come with them is huge. But does each of them deliver the expected success? Which one best suits your needs? From small niche businesses to large enterprises, to easy-to-use mid-range tools, each solution offers its own advantages. And these are closely linked to your individual needs in relation to various aspects.
Questions of principle
First of all, there are the most important fundamental questions that need to be clarified before choosing the right solution: For example, from which country or for which countries the marketing automation solution will be used and how many people will work with it, whether there is already knowledge of marketing automation in the team in question, what and how much data is currently available and in what form or, for example, whether there are already campaigns or concrete use cases with which various tools can be tested. However, the questions listed here only scratch the surface.
In order to make the right choice, a serious deep dive is necessary: it raises other important questions such as: Do we need a system of roles and rights? What should monitoring look like? How can existing workflows be optimally implemented in automation? To give you a clearer idea of what the most important questions are when choosing a marketing automation tool, we have prepared a checklist covering some of the most relevant topics.
When used correctly, marketing automation is the perfect tool for identifying potential customers and classifying them based on user behavior and past actions. It is there to facilitate complex customer processes through centralized data management and to harmonize sales and marketing through insights from customer data. In short, it helps marketing and sales both to acquire new customers and to retain them – and all in an automated way. Personalization and marketing automation accompany your customers throughout their entire journey: from the beginning, through information gathering, to purchase (and repeat purchase).
Goodbye to data silos. Marketing automation allows you to part time data use your data more efficiently and make the most of the eclectic data set: new leads, new conversions or new fans.
Finding the right marketing automation solution
The market for solutions and the promises that come with them is huge. But does each of them deliver the expected success? Which one best suits your needs? From small niche businesses to large enterprises, to easy-to-use mid-range tools, each solution offers its own advantages. And these are closely linked to your individual needs in relation to various aspects.
Questions of principle
First of all, there are the most important fundamental questions that need to be clarified before choosing the right solution: For example, from which country or for which countries the marketing automation solution will be used and how many people will work with it, whether there is already knowledge of marketing automation in the team in question, what and how much data is currently available and in what form or, for example, whether there are already campaigns or concrete use cases with which various tools can be tested. However, the questions listed here only scratch the surface.
In order to make the right choice, a serious deep dive is necessary: it raises other important questions such as: Do we need a system of roles and rights? What should monitoring look like? How can existing workflows be optimally implemented in automation? To give you a clearer idea of what the most important questions are when choosing a marketing automation tool, we have prepared a checklist covering some of the most relevant topics.