Why All Small Businesses Should Use Marketing Automation

If you have past experience working in corporate or specifically a marketing department, then marketing automation is not only commonplace but truly something crucial. When it comes to small businesses unfortunately a lot haven’t heard of marketing automation let alone know the advantages it brings. The XJOSE MEDIA team believes there’s no better type of business that should be using automation for their marketing strategies since with limited time, resources, and team members on hand, automating repetitive tasks and processes allows your small business to do more with less for better marketing results. But even all-in-one robots need a little help doing their jobs.

Small business owners need to make sure they’re optimizing their business’s usage of marketing automation, and it pays to take a step back and overview the best practices that others have learned along the way. And to make it easy for you, we’ve compiled some of the very best small business marketing automation tips and must-dos from around the web.

What is Marketing Automation?

Marketing automation is all about using software to automate marketing activities. Many marketing departments automate repetitive tasks such as email marketing, social media posting, and even ad campaigns — not just for the sake of efficiency, but so they can provide a more personalized experience for their customers. The technology of marketing automation makes these tasks easier.


How to use Marketing Automation?

Specifying Criteria

Marketers who use a marketing automation system specify criteria and outcomes for tasks and processes. That criteria get interpreted, stored, and executed by the marketing automation software while scoring the quality of leads and ultimately delivering data to sales teams often through customer relationship management (CRM) software.


Marketers who use marketing automation also leverage cookies installed on a website visitor’s web browser. Marketers can track their visitors through the website pages, build scores for the prospect, and trigger more profile data based on web actions.

Organized Tracking of Contact Information

For marketers, the name of the game in marketing automation is building qualified leads for sales teams based on lead nurturing and lead scoring (more on that later). “Marketing automation is an easy way to help you qualify leads,” Davis said. Marketers use forms to collect contact information that allows them to qualify leads. Based on the information submitted, you can have automation set up to place leads in respective buckets depending on the initial data collected, Davis added. At that point, you are put in a position to identify your “best” leads and determine the best means of communicating with your new lead to ensure a higher closing rate.

Allowing a Mix of In- and Outbound Strategies

Marketing automation systems promote a strong mix of inbound and outbound strategies, and the ability to properly score leads.

How To Start The Automation Process?


After hearing about marketing automatization we understand why you might be interested in implementing such principles into your marketing campaigns yet if you don’t know where to start, technology is definitely the first step. Although we don’t have a specific marketing automation tool we recommend, with our years of experience we always recommend starting with the most affordable approach unless you have an organized thorough plan from the gecko. There’s nothing cheaper than free, which is why we recommend starting a sales pipeline using Hubspot’s Content Relationship Manager (CRM) as well as your marketing planning and strategy grow so should your tools which makes it a smoother transition using Hubspot’s marketing automation software.

With our years of experience, our marketing representatives have guided dozens of clients with their marketing journey, especially implementing marketing automation tools within your existing marketing plan. If you have any questions with implementation or marketing in general please feel free to contact us directly on our CONTACT US PAGE, or give us a call at (800) 989-8896!

Sources: https://www.cmswire.com/marketing-automation/what-is-marketing-automation-and-how-does-it-help-marketers/ | https://www.hubspot.com/marketing-automation-information |

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