5 Steps to Successful SharpSpring Marketing Automation Implementation Plan

Successful Marketing Automation Implementation Plan for SharpSpring (now ConstantContact)

Marketing automation is one of the most powerful tools marketers have in their toolbox. It allows marketers to execute marketing campaigns, sales, and lead management activities automatically or semi-automatically with little to no human involvement.

A successful marketing automation setup will help grow your business by improving customer relationships and driving more qualified leads. 

But if not done right, it can also drive away customers annoyed at being bombarded with automated messages they don’t want to see (e.g., weekly newsletters).

So, how do you ensure that your marketing automation setup goes well? Here are five steps that every marketer should follow when implementing SharpSpring marketing automation software.

1) Define your goals and map out your customer journey

The first thing to do is define your goals for your marketing automation project. Where are you trying to go? What are you trying to accomplish? What would success look like at the end of this process?

Next, map out your customer journey. Where are they currently in the process? Where are they going next? What steps will they take from where they are now to where you want them to be at the end of this process?

Now that you’ve figured out how to get your customers from point A to point B, figure out what resources they’ll need to do the things that will help them progress toward success. 

It could be a free eBook, a phone call with a representative, or something else. What could you offer them?

Once you know what your customers want and what will provide value for them, start thinking about how to package these resources best to attract your prospects. Make it easy for people who are ready to buy!

Create an action plan. This will help you set goals and establish timelines for your marketing automation project, within which tasks should be completed.

2) Let SharpSpring partners help you through the implementation process

SharpSpring partners, like Matrix Marketing Group, help customers through the marketing automation process. 

Matrix Marketing Group will work with you to create a perfect marketing automation strategy, and we’ll provide the tools to help you move forward with the project. Let us partner with you and help you through your marketing automation implementation.

3) Nurture leads over time with drip marketing campaigns

Drip marketing campaigns help nurture leads over time. They use timed emails and other messages, like text messages or ads, to communicate with prospects.

This is the middle of the funnel, and where lead nurturing occurs.

Having an automated campaign and marketing automation solution makes it easier to send messages at the right time.

You can also use this strategy to attract new leads if necessary. There are many different types of drip marketing campaigns, so your business can find the one that best suits your goal.

4) Integrate your marketing automation software with other platforms

SharpSpring customers always ask for help integrating their marketing automation software with other platforms like CRM or CMS. Matrix can do this free of charge! We believe no customer should be left out in the open without the technology they need to succeed.

“As a SharpSpring partner, Matrix Marketing Group, we help our customers implement marketing automation for their software. 

We can provide expertise to help build an effective strategy and the tools necessary to complete the project.”

Matrix Marketing Group also provides Salesforce Pardot, Adobe, Marketo, Infusionsoft, HubSpot, and ActiveCampaign services.

5) Train and empower your marketing and sales team to use the new SharpSpring CRM and Marketing Automation platform for more sales

Train and empower your marketing team to use the new SharpSpring CRM and Marketing Automation tools for success. 

If you’re unsure how to go about this, let us brief you on what needs to happen to launch a campaign that will deliver amazing business results.

First, map out your customer journey. Where are they currently in the process? Where are they going next? What steps will they take from where they are now to where you want them to be at the end of this process?

Next, identify your goals to know exactly what you want to accomplish with this specific marketing automation solution for the software setup.

Finally, decide which resources you’ll need (including advertising channels) and how best to package them.

Marketing automation statistics

• An average of 51% of companies currently use marketing automation.
• 58% of B2B companies plan to adopt marketing automation software in the foreseeable future.
• Omnichannel marketing automation can produce 250% higher purchase and engagement rates than single-channel marketing automation:

About the SharpSpring

SharpSpring, a marketing automation vendor, is a software and marketing automation company that helps companies boost lead generation and drive more revenue.

We’ve got all the marketing automation tools necessary to help your business grow quickly, including CRM software, email marketing automation workflows, landing pages/lead capture forms, a website builder, mobile apps, SMS messaging, social media integrations, and so much more!

Learn how we can get your business on track with our simple-to-use marketing automation software today.

Get in touch here for more information on marketing automation.

Summary about SharpSpring CRM and Marketing automation implementation plan.

SharpSpring partners with customers to help them through the implementation process. We’ll work with you on creating a perfect marketing automation strategy, and we’ll provide the tools to help you move forward with the project. Let SharpSpring partner help you through your marketing automation solution.

Marketing automation implementation is an essential component of a successful marketing strategy. If you’re looking for some tips on how to implement your

SharpSpring marketing automation successfully, we’ve got five steps that will help you get started! The first step is knowing what customers want and giving them value for whatever they need.

Second, create an action plan that sets goals and establishes timelines to keep things moving forward steadily.

Next, nurture leads over time by using drip marketing campaigns that use timed email messages or other types of communication, such as text messaging or ads placed around town near where your target audience goes most often.

This article covered all these points and more, so be sure to read it if any of these strategies sound like they would be helpful to you and your business!

SharpSpring provides an all-inclusive Marketing Automation platform, which includes a CRM system and Marketing Automation in one package.

Marketing automation without CRM is like driving with shoes on the wrong feet.

The AI-Powered Marketing Nexus: Deconstructing MatrixLabx.com’s Integration with SharpSpring and Constant Contact

A new player in the marketing technology landscape, MatrixLabx.com, is making waves with its “high-powered unified AI-first marketing platform.”1 This suite of artificial intelligence-driven tools aims to automate and optimize various marketing activities. For users of established platforms like SharpSpring (now the Lead Gen & CRM solution under Constant Contact) and Constant Contact’s core email marketing services, integrating with this emerging AI powerhouse is critical.

A direct, native integration between MatrixLabx.com and SharpSpring or Constant Contact does not exist. However, the bridge between these platforms is forged through the versatile and widely used automation tool Zapier.

This allows for a significant degree of workflow automation, enabling businesses to leverage MatrixLabx.com’s AI capabilities to enhance their marketing efforts within the SharpSpring and Constant Contact ecosystems.

The Zapier Connection: A Gateway for AI-Enhanced Marketing

The integration, facilitated by Zapier, allows for a “trigger and action” based relationship between MatrixLabx.com’s various AI-powered “Pads” and the functionalities of SharpSpring and Constant Contact. An event in one application can trigger a corresponding action in another, creating a seamless flow of data and tasks.

Key Integration Capabilities:

The potential workflows are vast and depend on the specific needs of the marketing team. Here are some of the key ways MatrixLabx.com can be integrated:

With SharpSpring (Lead Gen & CRM):

• AI-Generated Content to Landing Pages and Emails: The AIContentPad MatrixLabx.com can generate high-quality, targeted content for landing pages, emails, and blog posts.² Through a Zapier workflow, this content can be automatically transferred to the SharpSpring media center or used to create new drafts of emails and landing pages, saving significant time and creative energy.
• Intelligent Lead Enrichment: When a new lead is captured in SharpSpring, a Zapier trigger can initiate a workflow that uses a hypothetical MatrixLabx.com “AIErichPad” (or a combination of its existing tools) to gather additional information about the lead from public sources, providing a more comprehensive profile for the sales team.
• Automated Task Creation from AI Insights: If MatrixLabx.com’s AIAnalyticsPad Identifies a lead showing strong buying signals, which could trigger the creation of a specific task in SharpSpring for a sales representative to follow up immediately.

With Constant Contact:

• Hyper-Personalized Email Campaigns: The AIContentPad Can generate multiple variations of email copy tailored to different customer segments.3 A Zapier workflow can populate these variations into new Constant Contact email campaigns or A/B tests, allowing for more effective and personalized communication.
• Automated List Segmentation: Based on analysis from MatrixLabx.com’s AI tools, contacts in Constant Contact can be automatically segmented into more targeted lists. For example, an AI model could identify contacts with a high propensity to be interested in a specific product. Zapier could then add them to a dedicated list for a new campaign.
• Triggering Nurture Sequences from AI Scoring: If a MatrixLabx.com tool scores a contact as highly engaged, it can trigger their entry into a specific automated nurture sequence within Constant Contact, ensuring timely and relevant follow-up.

The Power of AI in the Marketing Workflow

The core value of integrating MatrixLabx.com lies in its ability to inject powerful AI capabilities at various stages of the marketing and sales funnel managed within SharpSpring and Constant Contact. The platform’s suite of tools, including AIAdPad for advertising copy, AISocialPad for social media content, and AISEOPad For search engine optimization, all can feed into the broader marketing strategy executed through these established automation platforms.

While the current integration relies on Zapier’s third-party connectivity, the potential for creating a highly efficient and intelligent marketing ecosystem is significant. As MatrixLabx.com continues to evolve, the possibility of deeper, direct integrations with major platforms like SharpSpring and Constant Contact remains a prospect that could further revolutionize how businesses approach their marketing automation.

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