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The 2023 Marketing Automation Checklist  

First of all, why should automation be a part of your 2023 business plan?

The 2023 Marketing Automation Checklist

Automation isn’t just the cool new trend anymore. We’ve far surpassed that phase, and are now entering a time when automation is a necessary part of a successful business plan. For any growing company (or companies that want to grow) automation can increase revenue, decrease costs, and cut down employee burnout – while also putting customers first. 

There are plenty of people out there, looking for exactly what your business has to offer. The hard part is showing up in front of those people, while fighting through tons of marketing tactics and other stimuli flying around at all times. Marketing automation helps sort through huge amounts of data and customer info to make sure your campaigns show up to the right people, in the right way, at the right time. 

So, what are the key benefits of implementing marketing automation into your business strategy? Here 5 of the top benefits, and how they can help you grow your business. 

Higher ROI

It’s simple — marketing departments are directly responsible for bringing in more revenue. Businesses that use marketing automation find more success in marketing campaigns, which leads to a higher return on your marketing investment. Results can happen fast, too. About 75% of companies that start using marketing automation see a higher ROI within one year. 

Customers are more satisfied.

Automation isn’t just about helping businesses and employees thrive. When used correctly, automation software makes the customer experience more enjoyable, convenient, and efficient. It’s important to keep customer happiness as a top priority, now more than ever. Automating marketing processes makes the buyer’s journey simple with clear direction, targeted information, and immediate customer service. 

Better internal communication.

In addition to helping customers receive better communication and service, automation also creates more open and effective internal communication. Teams within a company that can stay on the same page are likely to get better quality work done, while collaborating more efficiently. Automation makes it possible to stay in contact with members of other teams while sharing useful data or client info easily. 

TAC Tip: a central CRM system with integrated communication and project management tools is a great way to get your teams fully connected and organized. 

Higher quality customer insights, data, and reporting.

You know the side of marketing that isn’t all about creative campaigns and outward communication? It’s the slightly less flashy side that’s responsible for how great the content is, and how well it actually performs – the data. Automation can help you find, sort, process, and apply data much more effectively than manual reporting or research. The better insights you have about customers, competition, and your field in general, the better chance your business has to crush those marketing goals. 

Decreased burnout and stress for employees.

In the marketing field, burnout continues to become more of an issue that even young professionals are facing. According to a 2020 study by Forbes, 83.3% of the marketing professionals surveyed reported feeling burnt out. If you can use marketing automation to decrease the number of hats your marketing team has to wear, you can help lower their stress and create a happier quality of work-life balance. 

In this digital age, there’s simply too many different platforms to manage and leads to nurture, for marketers to be doing their tasks by hand. By incorporating automations into your business plan, you’re giving your team what they need to do the best job they can, with a renewed commitment and passion for their work. 

Why HubSpot is our most recommended marketing automation platform

The benefits of using marketing automation can speak for themselves but if you’re looking for a top-rated, all-in-one automation platform that can help achieve all the benefits listed above, HubSpot is an excellent choice. 

With Hubspot you get the best of both worlds: powerful software to tackle your marketing goals, with a simple-to-use platform that will offer customers and employees more satisfaction. 

Advanced technology doesn’t have to be overly complicated — especially when that technology is supposed to make work more efficient. HubSpot was created to streamline marketing processes and bring simplicity into the day-to-day tasks that take time and energy away from growing a business. The best part is, you won’t have to put all that time back into figuring out how to operate the HubSpot platform. 

With HubSpot, you get access to excellent onboarding and ongoing 24/7 support to help you get your automation software running smoothly. Plus, the platform is extremely user-friendly and simple to implement. 

TAC Tip: our automation experts can help you get your HubSpot software up and running quickly, while connecting it to thousands of different automation apps to make your life easier. 

There’s a reason HubSpot is the #1 CRM platform for growing businesses today — (well, actually there are several reasons). Let’s go through the ways HubSpot can help automate and streamline your business, boost your bottom line, and save tons of time for your team. 

What are some of HubSpot’s best features?  

Hubspot offers customizable plans and pricing, so you only get what you need to grow your unique business. When it comes to automation, you want to keep your company goals in focus to get the most out of the software and systems you choose. HubSpot gives you several options to power up your business, without overpowering you with unnecessary additives. 

All-in-one CRM platform

CRM is the foundation that connects your marketing, sales, customer service, and operations departments. HubSpot helps open clear communication and collaboration between teams, manage customer data and insights, and integrate all other automation apps. 

The free version of HubSpot’s CRM gives you full access to all of the following time-saving features, with no limits on users or data. 

  • Contact deal and task management
  • Email tracking, scheduling, and templates
  • Document sharing between teams
  • Meeting scheduling
  • Live chat
  • Customized sales quotes

When you need more out of your CRM, you can choose to upgrade to paid versions of HubSpot’s CRM, that will give you advanced use of everything this software has to offer. 

HubSpot sales software: Sales Hub

Sales Hub combines all your sales processes into one accessible platform. The sales software is meant to help your sales team close more deals, manage the sales pipeline, and deepen customer relationships – all while saving time and optimizing efficiency. 

Usually, you would need several different tools and systems for different sales processes. With Sales Hub, things like lead generating, sales automations, data tracking, and lead scoring can all happily coexist under the same roof. 

HubSpot marketing software: Marketing Hub

When it comes to marketing, the main goals are to attract attention, convert leads, and analyze insights for better content and campaigns. With Marketing Hub, you can combine all of your various marketing platforms and tools while still automating processes to get the most out of your marketing efforts. 

Marketing Hub is the ultimate marketing team resource for creating targeted, personalized content that attracts and keeps the right customers. Marketers can ditch the overwhelm and gain access to all usable data and insights needed to effectively grow your business. 

Where to start with automation

Automation software offers such a wide range of useful benefits by helping you grow in different areas. Sometimes, having everything available makes it difficult to actually choose where to start. 

But that’s why we’re here! 

We want you to get a grasp on exactly what areas to target your automation efforts, so you can start benefiting from time-saving, revenue-boosting, results-producing automation software. 

If you’ve been considering adding automation to your business strategy, there’s truly no better time to start. We’re about to enter a new year, full of exciting possibilities for your business to grow. Give your company the best chance of success in 2023, by harnessing the power of automation. It could help make 2023 your best year yet. 

We created the perfect resource for getting started with marketing automation. The cool part is, you can pick and choose what tasks will benefit your business the most. Just check in with your business goals, and what areas will lead to growth this coming year. 

Your 2023 marketing automation checklist

As you know, trends come and go in the marketing world. As we all prepare to move into the new year, it’s time to focus on what automation tasks will bring the most growth possible. The following automation processes will continue trending upward in the coming year, which means now is the time to add them to your marketing toolbox. 

Social media marketing automation

Social media marketing is a top priority for many companies because of its wide range of platforms and ability to connect with audiences in all different ways. Of course, the wide range of possible social media platforms can also make it challenging to stay on top of posting, responding, and gathering data. 

That’s why automation software is the best way to manage all your social media accounts, platforms, and tasks. It’s simply too much for marketing teams to handle on their own. Using automation allows you to schedule posts, connect all your different platforms, automate responses to messages and questions, and direct customers to the right people when necessary. It also helps gather, sort, and apply the insights that lead to better content and engagement for your audience. 

Here’s a fun little stat for you. You can actually save about 43 hours per month by automating 50% of your social media comment management. If that’s just for automating half of your comment engagement, imagine the time you can free up by automating even more of your social media tasks. 

Your saved time can be spent creating new content to share, connecting with more leads, and strategizing for other ways to increase income and expand your business. 

Email marketing automation

Email marketing continues to remain a staple for marketing efforts across all types of companies. As with every digital platform nowadays, email marketing needs to evolve to stay useful and effective. That’s where automation comes in. 

Automated data processing makes it simple to create highly targeted email marketing campaigns – which increases their effectiveness. Automation tools allow you to track and segment emails, collect more data along the way, and send emails to the right people at the right time. 

Another great advancement in email marketing is the ability to set triggers for different email funnels. When customers take some sort of action, they are automatically sent a relevant email or series of emails that they may consider useful. Triggered emails have a 70.5% higher open rate than general email communications

Workflow automation

While setting up triggers for emails is an example of a workflow, there are also tons of other workflow automations to use in your marketing. Once your workflow triggers are in place, you can basically set it and forget it. The beauty of workflow automation software is that you can grow awareness, nurture leads, and convert customers, all while sleeping, eating, or focusing on other things. 

Some common examples of workflow automations are:

  • Abandoned cart emails
  • Lead nurturing funnels
  • Calendar invite and reminders
  • Content downloads
  • Task reminders
  • Newsletter signups
  • Feedback and referral requests

Of course, there are more ways to use workflow automations. It just depends where you want to free up time, while still putting your marketing efforts to work. 

Lead scoring automation

The addition of automation software makes the process of lead scoring much more effective and manageable. Let’s be honest, it’s not the most glamorous of marketing tasks to assign numerical values to every single lead that interacts with your company. While lead scoring is valuable in sorting through leads to focus on the ones that are most likely to convert, the process can be very tedious without automation. 

Awarding points to any lead that clicks a certain link is a basic example of lead scoring. The point is, that people who click the link are showing some level of interest in your company. As a result, they get higher on the list of quality leads. Even at this simple level, lead scoring can help you weed out any leads who aren’t interested in your company, so that no more time is spent nurturing them. 

If you’re not yet working with a lead scoring model, we recommend adding it into your 2023 marketing strategy. Check out HubSpot’s lead scoring software to see how it can help you prioritize the right leads to grow your business. 

Mobile marketing automation

A relatively newer player to the marketing automation game is mobile marketing automation. There’s no denying how the smartphone has transformed the way consumers receive messages and absorb information — and with 3.5 billion smartphone users averaging 2 hours and 55 minutes of usage per day, mobile campaigns are becoming a staple in marketing strategies. 

Mobile marketing is a way to meet your customers where they’re at…literally. If you want to level up the personalization and connection of your marketing campaigns, consider adding things like automated text campaigns or in-app marketing to your 2023 marketing strategy. 

AI automation

Advances in AI technology are helping to revolutionize the way businesses approach customer service. The entire goal of customer service is to make customers’ experiences better and more convenient. Automations with AI can enhance the purchase process while providing fast and effective service, so they appeal to customers and the bottom line for businesses. 

Now, you might be thinking, but what about the personal connection component of marketing? 

Don’t worry. AI automations are not meant to take the place of human interaction. In fact, they actually free up time for sales and marketing representatives to have better, more effective connection with customers. 

Chatbots are a great example of automations that are already using AI technology. While it’s true that many customers want the option to speak with a representative when needed, about 47% of consumers happily make purchases with the help of chatbots. 

AI drives convenience for both customers and marketers, because it creates fast and efficient communication and action. As technology continues to advance, so do the capabilities of digital marketing tools for reaching, engaging, and converting leads. 

Ready to kick your own marketing strategy into gear for 2023? 

The Automation Company is ready to get to work, helping you integrate the best automation tools into your marketing efforts. Our automation experts can answer any questions you have, recommend the right platform for you, and set you up for major growth in the year ahead. 

Your automation journey can start with a click of a button. Contact us today

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