5 Ways to Use Marketing Automation

Marketing Automation Tactics

Self-driving cars are awesome, but they still need an operator to provide an address. Likewise marketing automation is powerful, but requires a thoughtful operator. With the right maintenance and attention, it can turn all your marketing efforts into a well-oiled machine. Here are five ways to scale your business by automating some of your marketing processes.

Add Contacts to Your Mailing List

One of the easiest ways to leverage your marketing automation tools is to capture email addresses from your website visitors. Make it easy for visitors to convert by only requiring an email address. Of course make sure you’re following applicable email marketing rules and regulations.

Convert Website Visitors to Leads

Take your list building to the next level, by converting visitors to leads: Offer a juicy download, like the 22 Best Digital Marketing Ideas to Drive Sustainable Lead Generation in exchange for a few additional pieces of information. This will help you personalize your marketing to these leads.

Automate Internal Processes

Regardless of what customer relationship management (CRM) system you’re using, marketing automation can help streamline your internal processes. Automatically update fields such as lead status, lifecycle stage and contact owner depending on how they covert. Using workflow rules and segmentation, leads can be added or removed from dynamic lists depending on their profiles. Turning these manual tasks into automated tasks frees up your sales and marketing team to focus on other work.

Nurture Leads

After visitors convert to leads they expect to hear from you. Use the data you’ve collected about them to segment and personalize how you nurture them. For instance, your process of nurturing someone that converted on a newsletter signup should be different than someone who filled out a “request a quote” form. Involve your sales team in the process to ensure prospects are going through the sales cycle accurately. 

Schedule Social Media Posts

Save your marketing team hours of time writing, logging in and posting on all your social media channels. Marketing automation allows you to write and schedule social media posts. We suggest writing and scheduling a month’s worth of posts all at once to be most productive. This will free up time to then participate in conversations on social media and have a larger impact.

When You Should Invest in Marketing Automation

Marketing automation is an investment for your business and should be added to your technology stack at the right time. In general, if you’re generating quality content, driving traffic to your site and capturing leads your business could benefit from marketing automation. BigOrange Marketing can help: Book an appointment with one of marketing consultants and discover how marketing automation makes it easier to scale your business.

Emelia Pitlick

Emelia Pitlick

With more than 15 years of experience in technical and manufacturing marketing, Emelia has a passion for designing digital and inbound marketing plans that drive results. She serves as BigOrange's Director of Project Management, providing strategic direction for the firm's growing number of clients.

Share the knowledge

What is included in an MSP marketing plan?

What Is Included in an MSP Marketing Plan?

A well-structured and creative marketing plan is crucial for managed service providers (MSPs) to stay on top of the competition in the ever-evolving industry of…

Explore this Topic
How to Market Managed IT Services - BigOrange Marketing

How to Market Managed IT Services?

In the competitive world of IT, effective marketing is crucial for MSPs to stay afloat. Its important to understand the value of your services and…

Explore this Topic
What is Marketing in the IT Industry for Small Businesses?

What Is Marketing in the IT Industry?

Marketing in the IT industry requires a blend of traditional strategies with more modern digital techniques designed to draw in target audiences and possible consumers. …

Explore this Topic
How Big Is the MSP Industry and How Do MSPs Make Money

How Big Is the MSP Industry?

The managed service provider (MSP) industry has seen substantial growth over the past decade. Because our reliance on technology has steadily increased over the years,…

Explore this Topic
What Does Managed IT Services Mean - BigOrange Marketing

What Does Managed IT Services Mean?

Managed IT services is a practice that many businesses are choosing now, outsourcing the responsibility of maintaining and managing their technology. This is an alternative…

Explore this Topic
How Do I Find a Marketing Agency for My MSP

How Do I Find a Marketing Agency for My MSP?

Here are a few simple steps to take as you research and find an MSP marketing agency: Should I Hire a Marketing Agency for My…

Explore this Topic
Guide to an Effective AI Marketing Campaign

Leveraging ChatGPT: A 10-Step Guide to Crafting an Effective AI Marketing Campaign (In Just 45 Minutes!)

Creating a compelling AI marketing campaign can be a daunting task, especially when time is limited. BigOrange Marketing is here to help with an engaging…

Explore this Topic
Is Content Marketing Dead - BigOrange Marketing

Is Content Marketing Dead? What Business Owners Need to Know Now 

With search algorithms continuing to get smarter and new AI tools more able to produce volumes of content with ease, does content even matter anymore?…

Explore this Topic

The 22 Best Digital Marketing Ideas to Drive Sustainable Lead Generation in 2024


Ready to grow in 2024? A good plan has to be comprehensive and filled with the best ingredients--from SEO to content, social media to paid boosting. 

Here’s what you’ll learn:

  • How to target efficiently with personas
  • How to assess if your website is hurting or helping you
  • How a content marketing plan will help you rank with Google through SEO
  • The social media tactics you need and the ones you can skip