This week in our lead management blog series, we’ll explore stage 3 of the lead management process: improving and automating your prospect workflow. This stage is crucial because, although you can handle everything by hand, it’s simpler and more efficient to use an automated system that connects all your tools. (This also helps you avoid losing leads and ensures your prospects have a better experience.)

Using automation to optimize your prospect process creates a defined flow for what happens to a lead upon acquisition. Marketing automation ensures that no lead is left behind, and it helps make sure the prospect/customer has a positive experience.

Marketing automation helps you gain inbound leads through top-of-the-funnel strategies like website personalization, SEO, landing pages, and forms. It then assists you in engaging your customers. Fresh, interested leads receive relevant content across email, mobile, web, and social channels. At this stage, you are prepared to sell. Leads are scored and quickly sent to sales. Sales reps have access to synced data, dashboards, and activity. This whole process is improved because marketing tracks campaigns with positive returns and is recognized as a cost center through strong analytics.

The graphic below illustrates where marketing automation fits into the life of a lead.

You can see from this graphic that the marketing automation platform plays a central role in the integration of your technology and the life of your lead. Once a new lead is created in the MAP, it is dynamically passed between Marketing and Sales as it is nurtured, potentially recycled, and either won, lost, or rejected.

Maybe you’re at the very beginning of your lead management journey, and you’re not sure what MAP is. MAP (or marketing automation platform) is an automated marketing platform that helps you manage your leads and campaigns. One such platform is Marketo.

Marketo is a multi-tiered, integrated engagement marketing automation solution that helps marketers develop, maintain and scale long-term relationships with the target audiences – from acquisition to advocacy.

Marketo uses:

  • An engagement automation engine
  • A communication asset library
  • A central audience marketing database
  • An analytics engine
  • And more…

Marketo helps you create and manage email marketing campaigns and landing pages, it assists with prediction/scoring, lead management and CRM integration and it also helps with social marketing and marketing analytics.

These are all tools you need in a marketing automation platform. Instead of managing everything manually, a MAP helps you acquire, engage, sell, and optimize automatically. MAPs help you acquire leads by inspiring inbound leads via top of the funnel marketing such as website personalization, SEO, landing pages and forms.

MAPs also help you engage your leads. Instead of waiting for you to contact them, new, hot leads can be immediately presented with relevant cross channel content via email, mobile, web and social channels.

Once a lead is in the MAP system, it is scored and either nurtured by Marketing or dynamically passed to Sales. The MAP system dynamically empowers sales reps with synced data, dashboards and activity, making it easy for them to strike up meaningful conversations with prospects and close deals.

Finally, Marketing can use a MAP to optimize their campaigns. Using the powerful analytics in a MAP like Marketo, Marketing can identify campaigns with positive returns and become known as a cost center.

Now that you understand the importance of having a marketing automation platform, it’s time to look at how best to use it.

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