Qualysoft
Qualysoft

CHECKLIST: Marketing Automation made easy

Step-by-step instructions

for your successful marketing automation

 

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Checklist Content 

Find a to-do list for the successful introduction of your marketing automation tool here.

needs analysis needs analysis

Together we start by defining your business goals and your requirements for a marketing automation tool. We work on improving your lead generation, lead nurturing through automated campaigns and more transparency through GDPR compliant processes.

process optimization process optimization

In order to successfully set up marketing automation in your company, as many relevant processes as possible must be automated. Relevant are all those processes that are repeated and always run the same way according to certain rules.

tool selection tool selection

Define the up to three most important use cases, which you derive from the information already collected, and send them to the tool manufacturers before the demo appointment. Make sure the software you choose is intuitive, responsive and easy to use.

We support you with step-by-step instructions from the first needs analysis through the creation of your customer journey to the measurability of your campaigns. Qualysoft accompanies you in selecting the right marketing automation tool and in embedding it in your existing system landscape.

This checklist is intended to accompany you on your way to selecting the most suitable marketing automation tool for your company with hints and specific tips. By working through the individual points of the checklist, you are well prepared for the discussion with the individual manufacturers and also create a good basis for the successful introduction in your company. Find out more about the most important functions of a marketing automation or e-mail marketing tool, the link between marketing automation and CRM, the correct definition of goals, creating a content map, and much more...

 

Benefit from our many years of experience in best practice projects and receive a to-do list for the successful introduction of your marketing automation tool!