10 Marketing Processes You Should Be Automating


Marketing Insights for ProfessionalsThe latest thought leadership for Marketing pros

Monday, August 15, 2022

Automate these marketing tasks to improve efficiency and cut down on human error.

Article 4 Minutes
10 Marketing Processes You Should Be Automating

There are some tasks that are best achieved by being carried out in person, but as marketing technology evolves, there’s also a large number that can be automated. The benefits of setting these processes in place and allowing them to be achieved without constant human intervention are countless.

Not only can automation be a lot more efficient, but it can deal with data at scale and leave your employees free to carry out other aspects of their role. So, which marketing processes should you be doing yourself and which ones should you be automating?

1. Nurturing leads

It doesn’t matter how many leads you’re nurturing every month, it still makes sense to automate this process. Integrating your CRM with all the channels you use to engage with customers will mean the data you capture in contact forms and other interactions will immediately be put to good use, as opposed to waiting around for it to be processed manually.

2. Tracking leads

Logging all of your customer interactions, whether they be on the phone, in person or digitally, is vital for offering true personalization and an improved experience. You want to be able to see these at the touch of a button to prevent prospects from repeating themselves. This is an example of a task that is not just more efficient when automated, but also reduces the chances of human error.

3. Lead deduplication

On the subject of repetition, you don’t want to be seen to be doing it as a business either. Your CRM should be automatically identifying duplicate leads and cleaning them out of your data so you’re not sending out multiple communications to the same contacts, thus diluting your message and putting customers off by bombarding them with information.

4. Posting to social media

While there are some parts of your social media strategy that can’t be automated - such as having real-time conversations with customers - there are others that can. Regular posting to channels is a time consuming business, especially if you’re stopping other tasks to do it all the time. Instead, block out a specific period to create posts and then schedule them for the future. This way, you can tick the process off your to do list in one go.

5. Monitor content trends

Set up an automated system to monitor themes that are performing well in the world of content to cut down the time you need to spend on ideation. Having this information to hand will influence your content marketing and help you create articles, blog posts and videos that immediately resonate with your audience while saving your team time too.

6. Push notifications

Push notifications are a simple concept, but they can be highly effective. The binary decision to click yes or no makes it easy for users to opt in or out - then you can decide how to proceed. An automated push notification campaign will keep your brand in your audience’s mind and should be based on the data you have about their behavior.

7. Onboarding a customer

A well-worded welcome email, prompts about the next stage in the conversion cycle and reminders about potential options are all useful when onboarding a customer. Despite that, they don’t have to be rolled out manually to be effective and appear authentic. Utilize personalization techniques and user data based on activity to automate these tasks and reap the rewards.

8. Abandoned cart emails

Customers that nearly converted are as little use to you as those who didn’t make it so far through the funnel if you can’t bring them back into the fold. Set up automated cart abandonment emails to give them that extra nudge over the line. After all, these users have already invested time on your ecommerce site, so they must have seen something appealing in your offering.

9. Upselling

When you’ve hooked a customer you’ve already convinced them of your value proposition, so make the most of it and maximize on that lead. A process that immediately puts products and services similar to those they’ve shown an interest in right in front of them gives you a huge advantage in making bigger sales and better profit margins.

10. Reporting

Creating marketing reports can be time consuming, but it doesn't have to be, as there are now many solutions that can do everything from collecting data and processing it right through to putting it into visual formats. Then, all you have to do is present it to your team or stakeholders to demonstrate the performance of your marketing efforts over any given period.

To learn more about marketing automation best practices and how to implement it into your strategy, watch our interview with Daria Kravchenko on The Strategic Marketing Show:


Listen to the episode via your preferred pocast platform:

Further reading:


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