5 Steps to Successful SharpSpring Marketing Automation Implementation Plan

SharpSpring Marketing Automation Implementation Plan

Successful Marketing Automation Implementation Plan for SharpSpring

Marketing automation is one of the most powerful tools for marketers to have in their toolbox. It’s a way for you to automatically or semi-automatically execute marketing campaigns, sales, and lead management activities 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 who get annoyed at being bombarded with automated messages they don’t want to see (e.g., weekly newsletters).

So how do you make sure 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

SharpSpring Marketing Automation Installation

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 take them 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 move along the path toward success. 

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

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

Create an action plan. This helps by setting goals and establishing timelines for your marketing automation project within which tasks should be completed.

2) Let SharpSpring partner’s help you through the implementation process

SharpSpring partner's 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 on creating 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 email messages and other messages like text messages or ads to communicate with prospects.

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

It’s easier to send messages at the right time when you have an automated campaign and marketing automation solution.

You can also use this strategy to attract new leads if necessary. There are many different types of drip marketing campaigns to choose from so your business can find the one that best suits what you are trying to achieve.

4) Integrate your marketing automation software with other platforms

Integrate marketing automation software 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 that no customer should be left out in the open without the technology they need to succeed.

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

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

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

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 take them 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 figure out 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 see fast growth, including CRM software, email marketing automation workflows, landing pages/lead capture forms, 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.

trends email industry and sharpspring

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 the customer wants and giving them value with 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 like text messaging or ads placed around town near where your target audience goes most often.

This article went over all these points and more, so be sure to read through it if any one of these strategies sounds like it will be helpful to you and your business!

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

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

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General FAQs

What is Sharpspring CRM?

SharpSpring is a Marketing Automation platform that offers a Marketing Automation Implementation for Marketing Automation Implementation. SharpSpring is a Marketing Automation implementation for Marketing Automation Implementations, providing accurate and effective data solutions for Marketing Consulting & Outsourcing needs.

How do you implement marketing automation?

Marketing automation is a complicated process that takes planning, strategy, and effective implementation. Marketing automation can be implemented by implementing Marketing Automation Implementation through Marketing Automation Implementations. The first step to Marketing Automation Implementation is choosing the right toolset – from email marketing and landing page tools to CRMs and dashboards.

What does marketing automation software cost?

Marketing automation can range in price from a one-time Marketing Automation Implementation fee to a monthly Marketing Automation Implementation. Marketing automation software, on the other hand, can be an even more costly Marketing Automation Implementation.

What is marketing automation software?

Marketing automation software allows users to track business interactions and automate tasks without human interaction. Marketing Automation Software can be used to effectively plan, analyze and react to sales and marketing performance.

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