MARKETING AUTOMATION
Discussions
• The Business Connection
• What is Marketing Automation?
• Benefits of Marketing Automation?
• CRM Integration
• Marketing Automation Framework
• Best Marketing Automation Tools
• Skill Sets Required
Business Connection – Digital MarketingCustomerSegment
B2B
B2C
BusinessGoals
Lead
Sales
Branding
Methods
SEO
SEM
SOCIAL
Email
MarketingAutomation
Email
Automation
Content
Automation
Campaign
Automation
Integrations
Typical Customer Journey
Customer Journey Detailed
HubSpot Customer Journey Definition
Customer Journey E-Commerce
Marketing Automation - UpGrad Presentation
What is
Marketing automation refers to software platforms and technologies
designed for marketing departments and organizations to more
effectively market on multiple channels online and automate repetitive
tasks.
Marketing Automation
Marketing Automation - UpGrad Presentation
Benefits
• Personalization in Communication (Segmentation)
• Collaboration
• Centralization of All Tools / Methods
• Progressive Profiling (Behavioral Attributes + Digital Body Language +
Click Through Visual Reporting)
• Consolidated Reporting (Effective Dashboards)
• Effective Sales Pipeline Management (Sales and Marketing
Communication)
• Automation of Tools
Every Automation Tool Comprises of
• Content Management Systems
• Campaigns Management and Integrations
• Social Media Listening and Integrations
• ChatBots
• May be even Alexa Skills
• Big Data Analytics
• AI (Like Salesforce has Einstein, Watson has … Watson)
CRM
CRM and Marketing Handshake
CRM
• Salesforce
• Zoho
• HubSpot
Marketing Workflows
A Basic Automation Example – LinkedIn
WordPress
RSS Feed
Auto Blog
Post On
HootSuite
Posted on
LinkedIn
People
Come to
The
Website
Call To
Action
CRM
Integration
Deal Close
Typical Workflows
Welcome Email
Salesforce Journey Builder
An Example Flow
Automation Tools
Digital Marketing Platforms
Marketing Automation - UpGrad Presentation
Gartner’s
Magic
Quadrant
Marketing Automation - UpGrad Presentation
salesforce
Salesforce Marketing Cloud
Salesforce Marketing Cloud
IBM Watson
MailChimp
Skillsets Required
• Business Understanding
• Tools Expertise (Pick any tool)
• Digital Marketing Concepts (Call-To-Action, A/B Testing, etc)
• Digital Marketing Methods Understanding / Expertise
• SEO
• SEM
• Google Display
• Social Media
• Email Marketing
• Content Marketing
• Digital Analytics
How it Looks
Marketing Automation
Digital Marketing
Marketing Domain
Business Sense
Another Angle
Technology Marketing
UI / UX
Business
Analysis
What’s Next
• Start Exploring Free Tools
• Understand the Customer Journey
• Look at various Use Cases
• Read Company Case Studies
• Get thorough with CRM (Services, Sales, other modules)
• Get acquainted with Marketing Automation
Thank You

More Related Content

PPTX
Sales Automation: Lead to Quote
PPTX
SimpleCRM for Insurance Industry
PPTX
SimpleCRM On Mobile Device
PPTX
SimpleCRM: Marketing Automation
PPTX
PPTX
Marketing automation market is expected to grow $6.4 billion by 2024
PDF
Demystifying Big Data & Marketing Automation - A Guide To Defining A Customer...
PDF
Composity CRM
Sales Automation: Lead to Quote
SimpleCRM for Insurance Industry
SimpleCRM On Mobile Device
SimpleCRM: Marketing Automation
Marketing automation market is expected to grow $6.4 billion by 2024
Demystifying Big Data & Marketing Automation - A Guide To Defining A Customer...
Composity CRM

What's hot (20)

PPTX
SAS Company Marketing spread
PPT
SUGARCRM research by Vmoksha
PPTX
BEG-Dynamics CRM Marketing Presentation with Click Dimensions
PPTX
Choosing a content, data and delivery platform
PDF
in.store Platform Presentation
PDF
XV Targi eHandlu SCENA C nr 5 -user.com- Grzegorz Warzecha "Profilowanie użyt...
PPTX
All systems
PDF
How Marketing Automation Enhances The Value Of Your CRM
PPTX
Galaxy: Lead Management & Helpdesk Software
PDF
eSavvy Marketing Automation in Microsoft Dynamics CRM
PPT
PPTX
Dynamic DSM Features - Marketing
PPTX
Sun Bear Overview
PPTX
Marketing Automation in Dynamics CRM with ClickDimensions
PDF
An overview of SugarCRM
PPTX
Case Study: ClicData – Agile CRM
PPT
Channel marketing portal
PDF
Inbound Marketing with SugarCRM
PPTX
How to create an inbound marketing engine
PDF
Digital Ecosystem CNL
SAS Company Marketing spread
SUGARCRM research by Vmoksha
BEG-Dynamics CRM Marketing Presentation with Click Dimensions
Choosing a content, data and delivery platform
in.store Platform Presentation
XV Targi eHandlu SCENA C nr 5 -user.com- Grzegorz Warzecha "Profilowanie użyt...
All systems
How Marketing Automation Enhances The Value Of Your CRM
Galaxy: Lead Management & Helpdesk Software
eSavvy Marketing Automation in Microsoft Dynamics CRM
Dynamic DSM Features - Marketing
Sun Bear Overview
Marketing Automation in Dynamics CRM with ClickDimensions
An overview of SugarCRM
Case Study: ClicData – Agile CRM
Channel marketing portal
Inbound Marketing with SugarCRM
How to create an inbound marketing engine
Digital Ecosystem CNL
Ad

Similar to Marketing Automation - UpGrad Presentation (20)

PPTX
Marketing Automation Course in Hyderabad
PPTX
Marketing Automation Course in Hyderabad
PDF
Business case for marketing automation acton
PDF
Marketing Automation Course in Hyderabad
PPTX
Marketing Automation- CRM
PDF
Marketing Automation Seminar for West Sweden Chamber of Commerce
PDF
Digital marketing automation
PDF
What is Marketing Automation?
PPTX
Marketing automation software or strategy webinar
PDF
Getting Started With Marketing Automation
PPTX
HIGHROAD & C-SYSTEMS JOINT WEBINAR: HOW ARE ORGS ARE USING MARKETING AUTOMATION
PDF
White Paper: successful with marketing automation
PDF
The definitive guide to marketing automation
PDF
What is Marketing Automation.pdf
PDF
Marketing automation does not happen automatically
PPT
What Is Marketing Automation?
PPTX
Industry Trends: Why Associations are Adopting Marketing Automation
PPTX
Effectiveness of Marketing Automation on Digital Marketing
PPTX
Marketing Automation
PPTX
HIGHROAD U WEBINAR: USING MARKETING AUTOMATION TO GROW
Marketing Automation Course in Hyderabad
Marketing Automation Course in Hyderabad
Business case for marketing automation acton
Marketing Automation Course in Hyderabad
Marketing Automation- CRM
Marketing Automation Seminar for West Sweden Chamber of Commerce
Digital marketing automation
What is Marketing Automation?
Marketing automation software or strategy webinar
Getting Started With Marketing Automation
HIGHROAD & C-SYSTEMS JOINT WEBINAR: HOW ARE ORGS ARE USING MARKETING AUTOMATION
White Paper: successful with marketing automation
The definitive guide to marketing automation
What is Marketing Automation.pdf
Marketing automation does not happen automatically
What Is Marketing Automation?
Industry Trends: Why Associations are Adopting Marketing Automation
Effectiveness of Marketing Automation on Digital Marketing
Marketing Automation
HIGHROAD U WEBINAR: USING MARKETING AUTOMATION TO GROW
Ad

Recently uploaded (20)

PPTX
B.Sc. DS Unit 2 Software Engineering.pptx
PPTX
ELIAS-SEZIURE AND EPilepsy semmioan session.pptx
PDF
IGGE1 Understanding the Self1234567891011
PDF
Trump Administration's workforce development strategy
PDF
Uderstanding digital marketing and marketing stratergie for engaging the digi...
PDF
BP 704 T. NOVEL DRUG DELIVERY SYSTEMS (UNIT 1)
PDF
International_Financial_Reporting_Standa.pdf
PDF
Environmental Education MCQ BD2EE - Share Source.pdf
PDF
What if we spent less time fighting change, and more time building what’s rig...
PDF
LDMMIA Reiki Yoga Finals Review Spring Summer
PPTX
202450812 BayCHI UCSC-SV 20250812 v17.pptx
PDF
Chinmaya Tiranga quiz Grand Finale.pdf
PDF
BP 704 T. NOVEL DRUG DELIVERY SYSTEMS (UNIT 2).pdf
PPTX
Unit 4 Computer Architecture Multicore Processor.pptx
PDF
AI-driven educational solutions for real-life interventions in the Philippine...
PPTX
Computer Architecture Input Output Memory.pptx
PDF
Practical Manual AGRO-233 Principles and Practices of Natural Farming
PDF
Paper A Mock Exam 9_ Attempt review.pdf.
PDF
CISA (Certified Information Systems Auditor) Domain-Wise Summary.pdf
PPTX
CHAPTER IV. MAN AND BIOSPHERE AND ITS TOTALITY.pptx
B.Sc. DS Unit 2 Software Engineering.pptx
ELIAS-SEZIURE AND EPilepsy semmioan session.pptx
IGGE1 Understanding the Self1234567891011
Trump Administration's workforce development strategy
Uderstanding digital marketing and marketing stratergie for engaging the digi...
BP 704 T. NOVEL DRUG DELIVERY SYSTEMS (UNIT 1)
International_Financial_Reporting_Standa.pdf
Environmental Education MCQ BD2EE - Share Source.pdf
What if we spent less time fighting change, and more time building what’s rig...
LDMMIA Reiki Yoga Finals Review Spring Summer
202450812 BayCHI UCSC-SV 20250812 v17.pptx
Chinmaya Tiranga quiz Grand Finale.pdf
BP 704 T. NOVEL DRUG DELIVERY SYSTEMS (UNIT 2).pdf
Unit 4 Computer Architecture Multicore Processor.pptx
AI-driven educational solutions for real-life interventions in the Philippine...
Computer Architecture Input Output Memory.pptx
Practical Manual AGRO-233 Principles and Practices of Natural Farming
Paper A Mock Exam 9_ Attempt review.pdf.
CISA (Certified Information Systems Auditor) Domain-Wise Summary.pdf
CHAPTER IV. MAN AND BIOSPHERE AND ITS TOTALITY.pptx

Marketing Automation - UpGrad Presentation