3 Steps to Choosing the Right Marketing Automation Tool for Your Agency (Step 2 and 3)
Posted: Mon Dec 09, 2024 9:40 am
Yesterday we were looking at 3 Steps to choosing the right Marketing Automation tool for your Agency (Step 1) we saw how when selecting a Marketing Automation tool for managing your Agency's leads or clients or to help your clients manage their leads and clients more effectively, it is important to take the time to research the different alternatives.
Investigate the available alternatives based on your skills in this regard, what resources you will have available, as well as what you need, what you want, or what you are looking for when including a tool of this type in your portfolio. In this first step when making the choice, we review the “must haves” of a Marketing Automation tool , the basic functionalities that a platform of this type must offer.
Let's continue to see what other considerations need to be taken into account.
Step 2: Prioritize these other additional considerations
Corporate Culture
A partner is a provider of a product or service that you will offer to your clients. The culture of that company and its size are also important considerations. Do you share the same values? Do your goals align? When gambling data turkey selecting your Marketing Automation provider, you should also take this into account. Are you going to be a major client or just one of many anonymous ones? Is your provider invested in your success? These questions are especially important for Agencies that present Marketing Automation to their clients as part of their skillset. If something goes wrong, it is your reputation at stake with your clients. You will also need to consider whether the different providers are committed to continuously improving their product. Digital Marketing is not static and it is essential that the provider has a roadmap for improvement and adaptation to changes.
Price and ProfitabilityEBOOK 8 SPANISH DELIO
Many agencies operate on very tight margins, so pricing and profitability are a priority consideration when choosing them. There are different models for offering Marketing Automation to your clients, from being a referral and recommending or acting as an intermediary between your client and the provider, to acquiring the Marketing Automation tool and managing the campaigns of several clients with different needs on the same platform. You can learn more about Delio's partner program here .
At this stage, consider any aspects that may be key for you or your clients, if there is any area in which you need more support or flexibility.
Step 3: Create a list of what your Agency considers essential features
Once you have done your research and legwork, you should have a short list of potential suppliers and another list that includes the essential features you are looking for.
This whole process of selecting the right Marketing Automation partner seems quite long. However, you will more than make up for that time once you are working with the right Marketing Automation tool. Moreover, getting involved and carrying out this selection process will allow you to present your clients with a unique, differentiated offer focused on their needs, and you will be able to do so with confidence.
Investigate the available alternatives based on your skills in this regard, what resources you will have available, as well as what you need, what you want, or what you are looking for when including a tool of this type in your portfolio. In this first step when making the choice, we review the “must haves” of a Marketing Automation tool , the basic functionalities that a platform of this type must offer.
Let's continue to see what other considerations need to be taken into account.
Step 2: Prioritize these other additional considerations
Corporate Culture
A partner is a provider of a product or service that you will offer to your clients. The culture of that company and its size are also important considerations. Do you share the same values? Do your goals align? When gambling data turkey selecting your Marketing Automation provider, you should also take this into account. Are you going to be a major client or just one of many anonymous ones? Is your provider invested in your success? These questions are especially important for Agencies that present Marketing Automation to their clients as part of their skillset. If something goes wrong, it is your reputation at stake with your clients. You will also need to consider whether the different providers are committed to continuously improving their product. Digital Marketing is not static and it is essential that the provider has a roadmap for improvement and adaptation to changes.
Price and ProfitabilityEBOOK 8 SPANISH DELIO
Many agencies operate on very tight margins, so pricing and profitability are a priority consideration when choosing them. There are different models for offering Marketing Automation to your clients, from being a referral and recommending or acting as an intermediary between your client and the provider, to acquiring the Marketing Automation tool and managing the campaigns of several clients with different needs on the same platform. You can learn more about Delio's partner program here .
At this stage, consider any aspects that may be key for you or your clients, if there is any area in which you need more support or flexibility.
Step 3: Create a list of what your Agency considers essential features
Once you have done your research and legwork, you should have a short list of potential suppliers and another list that includes the essential features you are looking for.
This whole process of selecting the right Marketing Automation partner seems quite long. However, you will more than make up for that time once you are working with the right Marketing Automation tool. Moreover, getting involved and carrying out this selection process will allow you to present your clients with a unique, differentiated offer focused on their needs, and you will be able to do so with confidence.