SaaS Marketing Automation Can Boost Your Sales by 265X

SaaS Marketing automation can streamline and optimize many marketing tasks and processes. Yet, many SaaS companies are still struggling to pull off a marketing automation strategy. 

To help you get started with marketing automation, this article provides answers to the following questions: 

  • Why does your SaaS need marketing automation to boost sales?
  • To what extent do you need to employ marketing automation? 
  • What are the benefits of marketing automation for SaaS?
  • Which marketing elements and processes can be automated? 
  • What are the aspects you should consider before implementing marketing automation? 
  • How to create a marketing automation strategy for your SaaS?
  • What is a marketing automation workflow?
  • What are the examples of marketing automation workflows? 

After reading this article, you will learn everything you need to build your SaaS marketing automation strategy. So, let’s get started! 

Marketing Automation Guide

Could your marketing efforts use a little kick? Are you looking to capture more leads, convert them to sales, and score more revenue? It’s time to get in the game with marketing automation.

Does Your SaaS Company Need Marketing Automation to Boost Sales And Conversions? 

SaaS Marketing Automation Team
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As SaaS marketing automation becomes mainstream, many SaaS companies are successfully employing some form of marketing automation. 

At the same time, others are struggling to decide whether marketing automation is right for their SaaS software. So, how do you know that marketing automation suits your business? 

SaaS marketing automation can be beneficial to any SaaS company or online store regardless of its size or the number of customers. Any SaaS company can employ marketing automation to meet specific goals. 

For example, companies struggling to increase conversions can use marketing automation tools to increase conversion rates by delivering more personalized messages via email, push, social media, or direct mail. 

And this is only one way to employ marketing automation. So, the real question you should be asking is, “to what extent do I need to employ marketing automation?”

To What Extent Do You Need to Employ Marketing Automation?

saas marketing automation software
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The extent to which your company needs to automate marketing depends on the price of the software you offer, average customer value (ACV), and volume. 

The higher your average customer value, the less automation you will need to implement in your SaaS marketing used by SharpSpring

And vise versa – if you’re a high volume and low price company, you’ll have to implement a lot of marketing automation. Additionally, companies that rely on product-led growth should look into marketing automation tools. 

WhatsApp shows us a great example of how a low price and high volume company should implement marketing automation at different stages of the customer life cycle. WhatsApp is the most popular messaging app, with more than 2 billion active users globally. 

The company’s immense scope makes it virtually impossible for WhatsApp to convert and retain customers without marketing automation. 

Companies that don’t measure customer base in millions, not to say billions, don’t need as much automation as WhatsApp does. Palantir, a secretive big data company, headquartered in Silicon Valley, is a great example. 

The company has 2,000 employees and less than 100 customers. With high-value clients like the CIA, FBI, AirBus, JP Morgan Chase, and NSA, you can’t rely heavily on automated marketing. Can you imagine Palantir sending an automated promotional email to someone from the FBI? Obviously not. 

Companies like Palantir and WhatsApp teach us that the best marketing automation campaigns result in the perfect balance between personal touch and scalability. So, the extent to which your SaaS should employ marketing automation depends on your scale, average customer value, volume, and price. 

If you’re still struggling to decide whether marketing automation is right for your SaaS or not, you can use this survey as a starting point. Assessing these factors will help you figure out whether your business is ready for marketing automation or not.

The Benefits of SaaS Marketing Automation For SaaS Companies

benefits for saas software
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Now, as you know for sure that your SaaS needs marketing automation, let’s learn about the benefits of automating your marketing efforts. 

Increased conversions with SaaS marketing automation

Increased conversions are arguably the most important benefit of marketing automation. 58% of marketing automation users say conversion rate is the most critical metric to their automation strategy’s performance. 

SaaS marketing automation enables content marketing through content personalization. Content personalization means that you can use SaaS marketing automation tools to boost conversion rates by delivering more personalized messages via different communication channels. 

Besides increased conversions, marketing automation can bring other benefits to the table. Here’s a list of the marketing automation benefits commonly mentioned by business owners, executives, and marketers: 

Increased revenue. 

Studies show that 17% of business owners, executives, and marketers cite increased revenue as one of the most significant marketing automation benefits. 

  • Improved customer service. Marketing automation enables faster and more efficient customer service. 
  • Getting more and better quality leads. Research shows that marketing automation users experience a 451% increase in qualified leads.  
  • Saving time. Studies show that 30% of business owners, executives, and marketers cite increased revenue as one of the most significant marketing automation benefits. 
  • Improved targeting of the messages.  68% of surveyed e-commerce marketers say improved targeting of the messages is one of the main benefits of marketing automation. 
  • Reduced costs. Marketing automation is a cost-efficient way to attract and convert more leads into paying customers.  

Identifying What You’re Hoping to Automate with SaaS Marketing Automaiton

marketing automation platform
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Numbers prove – automation is a valuable asset to your marketing efforts that comes with many benefits. But what exactly do you need to automate to boost your sales conversions by 265X? To help you determine what needs automation, here’s a list of marketing elements and processes that can be automated. 

  • Outbound. Automating outbound marketing processes to generate interest and engage a prospective customer with a content piece. 
  • Lead nurture. Automate the lead nurturing process to engage customers who have previously interacted with your brand but are not ready to purchase. 
  • Onboarding/Signups. Automate the onboarding process and signups to engage customers who signed up for your service but are not paying customers yet. 
  • Customer life cycle campaigns. Automating welcome emails, user guides, upselling, cross-selling, and customer retention.  
  • Newsletters. Automating email marketing newsletters and other promotional email materials.  

4 Things to Consider with SaaS Marketing Automation

Regardless of which marketing processes you’ve decided to automate, you should consider the following aspects. 

Customer segmentation and lists

Your marketing efforts’ success depends on your ability to deliver the right messages to the right customers at the right time. That’s why customer segmentation is a crucial success factor. 

Customer segmentation will tell valuable insights into customer experiences, needs, and pain points so that you can create a more targeted and personalized marketing automation campaign. 

Integration with your SaaS marketing automation and CRM strategy 

crm software platform
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Your marketing automation must sync with your customer relationship management (CRM) strategy. Your SaaS marketing automation software means that all of your automation activities (such as emails sent to prospective customers) should be integrated with your CRM. 

Content Marketing

Sharing relevant content with your audience is an essential part of SaaS marketing automation. While automation is responsible for the technical part, the quality of the content produced depends entirely on your marketing team. 

That’s why you have to focus on the value you can offer to your customers. Here are some add-value content ideas to help you get started: 

  • White papers 
  • Videos 
  • Blog posts 
  • Research data 
  • Reports 

All of your content must be well-written. It must be inviting and interesting enough for users to continue engaging with your brand. Also, your content pieces should be correct and contain no grammar mistakes. 

You can use the professional writing service’s help, like Essay Tigers, or check your copies with grammar checkers, like Grammarly. Either way, the quality of the content you produce must be your top priority. 

Analytics and SaaS Marketing Automation Software

Marketing Automation Software analytics
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Ensure that the SaaS marketing automation platform you choose offers resources for you to analyze customer data. Data analysis is paramount as it allows you to understand your customers better and evaluate your performance. 

In the next section, we’ll discuss which metrics you can use to evaluate your marketing automation strategy’s performance during each stage of the customer life cycle funnel. 

How to Create a Marketing Automation Strategy For SaaS Business? 

saas crm sales pipeline
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Now, as you’ve covered the basics, let’s dig deeper into how you can design your marketing automation strategy. Note that the following step-by-step guide is focused on marketing automation concerning the customer lifecycle journey

Identify the lifecycle funnel 

Lifecycle funnel refers to your prospects’ process to become your customers, from the first touchpoint to churning or becoming loyal customers. The lifecycle funnel is typically broken down into multiple stages, like so: 

  1. Awareness 
  2. Interest 
  3. Desire 
  4. Action 

Each SaaS has its unique customer, lifecycle funnel. Your customer lifecycle doesn’t necessarily have to be the AIDA (Awareness, Interest, Desire, Action). Your lifecycle will depend on the customer touchpoints and your product. 

AARRR (Acquisition, Activation, Retention, Referral, Revenue) is a well-known lifecycle funnel model created by Dave McClure, a Silicon Valley-based entrepreneur, angel investor, and founder of 500 Startups. 

McClure’s model is perfect for SaaS startups as it allows you to effectively measure your company’s growth while at the same time evaluating customer engagement. 

Here is an excellent visualization of McClure’s AARRR framework. 

Even though the AARRR framework is widely accepted in the SaaS world, other life cycle funnels can better match your company. Here are just a few examples: 

  • AICA – Awareness, Interest, Consideration, Action 
  • AIDAS – Awareness, Interest, Desire, Action, Satisfaction 
  • TIEEA – Thought, Interest, Evaluation, Engagement, Action 
  • NAITDASE – Need, Attention, Interest, Trust, Desire, Action, Satisfaction, Evaluation 

Sometimes, you will need to create different lifecycle funnels for different customer personas. The best way to approach this is by starting with your primary customer persona or the most familiar persona. 

Define the metrics 

After you’ve identified the lifecycle funnel relevant to your business, the next step is defining the metrics you’ll be tracking at each stage of the funnel. 

Different metrics are corresponding to each stage of the lifecycle funnel. Every metric is vital as it helps you measure your performance and ensure your marketing automation campaign’s best results. 

Let’s take a look at this example of the AIDA lifecycle funnel with relevant metrics for each stage. 

  • Awareness. Key metrics: visitors, subscribers, and visitor-to-subscriber conversion rate
  • Interest. Key metrics: trials, visitor-to-trial conversion rate, and average email open rate
  • Desire. Key metric: net promoter score (NPS)
  • Action. Key metrics: new customers, trial-to-customer conversion rate, and new monthly recurring revenue (MRR) added

Sometimes, your marketing automation campaign will require monitoring additional metrics. That’s why you shouldn’t limit yourself by the metrics you’ve chosen for your lifecycle funnel. You may consider keeping an eye on this additional KPIs: 

  • Customer lifetime value (CLTV) – a prediction of the net profit attributed to the future relationship with a customer
  • The average revenue per user (ARPU) – the average amount of monthly revenue you generate per user 
  • The average revenue per paying user (ARPPU) – the average amount of monthly revenue you generate per paying customer  
  • Daily/weekly/monthly user retention – the number of customers who login your product daily/weekly/monthly based on the type of your product
  • CAC payback period – the amount of time it takes for your SaaS to earn back the money initially invested in acquiring customers 

Create a map of the lifecycle customer journey 

buyer journey
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After you’ve identified the lifecycle funnel and metrics relevant to your SaaS, the next step is mapping the customer journey’s lifecycle. To design an effective marketing automation strategy, you must be able to understand customer experiences altogether. 

Mapping out a customer journey within a lifecycle will help you think from the customer perspective. Here’s what your map should include: 

  • Customer goals 
  • Customer feelings 
  • Customer actions 
  • Marketing automation required for each stage 
  • Touchpoints 

Attribute these (and other relevant aspects) to each stage of the customer lifecycle. Here are a few examples of customer journey maps. 

Mapping touchpoints, actions, feelings, and goals will help you link customer journeys to your SaaS marketing automation efforts for better optimization. 

Connect with Your Customers

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Design a marketing automation workflow

After you took your time to understand the customer lifecycle funnel and put yourself into your customer shoes, it’s time to build the actual marketing automation workflow. 

The first thing you should do is to list or outline the workflow automation you plan on building. At this point, you can even use a pen and paper to outline the fundamental workflows. 

You can create marketing automation workflows for everything, from customer onboarding and nurturing to retention and reactivation. There is no single way to outline the automation workflow. 

Here are a few marketing automation workflow outlines to help you get started. 

sales pipeline crm
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3 Marketing Automation Workflows 

Now, let’s take a look at typical marketing automation workflows. Before you continue reading, let’s first define the terms to avoid any confusion. 

Each marketing automation workflow has a trigger and an action. Trigger refers to the starting point of the workflow. 

For example, a user entering a specific segment can be a trigger. Action refers to your activities once the trigger is activated. For example, sending an email to the users entering a specific segment is an action. 

Some flows have a filter. A filter is designed to check whether a user meets specific characteristics or not. For example, you can say that segmenting the audience based on whether they are premium subscribers or not is a filter. 

Capture leads with a lead magnet 

Trigger: A user submits a form and downloads a lead magnet (e.g., white paper, research, eBook, etc.) from your website. 

  • Action
    • Tag them (interested in your product) 
    • Wait a day 
    • Send a nurturing email sequence
    • Wait a day 
    •  Continue sending a nurturing email sequence 
  • Goal: Prompt a lead to try a free trial 
  • Metrics: Lead-to-trial conversion rate 
  • Tools: email & another automation tool of your choice 

Use emails to segment your audience 

Trigger: A user opened profiling email 

Scenario 1 

Filter: A user checked profiling email and clicked on CTA 1 

Action: Tag them (interested in CTA 1)

Scenario 2 

Filter: A user checked profiling email and clicked on CTA 2 

Action: Tag them (interested in CTA 2)

Scenario 3 

Filter: A user checked profiling email and clicked on CTA 3 

Action: Tag them (interested in CTA 3)

Goal: Expand your user data, segment our audience, and understand customers better 

Metrics: email click rate, open email rate 

Tools: email & another automation tool of your choice 

Using Facebook live chat to identify sales opportunities 

Trigger: A hot lead showing interest to your product in the live chat on Facebook 

Action: Add user to the Facebook audience (hot leads) and use automation to assign a sales representative 

Goal: Convert a lead into a paying customer 

Metrics: Lead-to-trial conversion rate, customer conversion rate 

Tools: Facebook & another automation tool of your choice 

Wrap Up on SaaS Marketing Automation to Boost Your Sales

Congratulations! Now, you’re ready to execute your SaaS marketing automation strategy to boost sales and conversions! 

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General FAQ’s

What is SaaS software?

SaaS is a software delivery method that allows data to be accessed from any device with an internet connection and a web browser. In this web-based model, software vendors host and maintain the servers, databases, and the code that makes up an application. The cloud-based model is so standard now that more than 60% of software seekers who call Software Advice only want web-based products—less than 2% specifically ask for on-premise software.


What is SaaS marketing automation software?

marketing automation platform enables users to design, execute, and automate one or more time-bound marketing workflows (or flows). SharpSpring’s marketing automation software creates a seamless connection between marketing and sales with industry models provided by Matrix Technology Hub.


What is CRM software?

Small businesses have used CRM software to manage their sales pipeline and convert more sales quicker.
The cloud, which refers to the internet, has given small businesses access to affordable hosted CRM Solutions or lead capture, nurturing, sales, campaign management, monitoring, analytics, technology infrastructure, virtual meetings, and communications with their target 


Why is SaaS marketing automation software essential?

The goal of marketing automation is to ultimately improve the bottom line of your SaaS – increase MRR and CLTV. Customer Success teams will provide better value through the onboarding and up-selling phases to retain more customers and increase average customer lifetime value (CLTV). SaaS marketing automation platforms, like SharpSpring, reduce your operating costs while increase lead conversions and sales.

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