What Is Marketing Automation?

Marketing Automation and CRM

The definition of marketing automation

Marketing automation is a technology that manages marketing processes and multifunctional campaigns, across multiple channels, automatically.

Marketing Automation

By use of marketing automation, businesses can target customers with automated messages across email, web, social. Messages will be sent automatically, according to sets of instructions called workflows. Workflows may be defined by templates, custom-built from scratch, and can also be modified mid-campaign to achieve better results.

The marketing and sales department uses marketing automation to automate online marketing campaigns and activities of sales to both increase revenue also to maximise efficiency. When automation is used effectively to handle repetitive tasks, employees are free to tackle higher-order problems, which also helps to reduce human error.

Marketing automation helps you with lead generation, nurturing, and scoring, as well as for measuring overall ROI on campaigns. Good marketing automation systems are designed to scale alongside your business.

What does marketing automation do?

Marketing automation is a set of tools designed to streamline and simplifies some of the most time taking responsibilities. Starting from automating the lead qualification process to creating a hub for digital campaign creation, automation is all about simplifying a business.

Marketing automation lets you implement a digital marketing strategy without having to manually press send on every email, message, campaign, or post you create. The Good automation tools help you identify your audience, design the right content, and also automatically trigger actions based on schedules and customer behaviour analysis. Once your campaign rolls out, you can focus on other important tasks, then analyse your marketing plan as results start coming in. An automated marketing strategy can save your time and resources a lot, driving revenue and ROI while you focus on growing your business.

Sales Opportunities

How does marketing automation work?

Collect your customer data through many interactions like emails, website visits, app usage, social media, and so on. This data will help you to create a 360-degree view of each customer in CRM

marketing automation work

From here, marketing automation does all the work like streamlining segmentation and targeting processes to determine the right audiences, quickly and at scale. Tailoring messaging to each of the customers automatically based on their profile. Creating relevant and personalised messaging across email, mobile, social, web experiences, with a few simple clicks. Delivering personalised experiences for customers, whether you have 100 or 100+ million, efficiently and effectively it works.

What does marketing automation mean for the customer journey?

Customer journeys are the sum of all individual personalised experiences with your brand or company. With marketing automation, you will tailor every interaction based on your customer data to create ongoing, seamless journeys through every brand touchpoint.


Automation creates relevant content and messaging at scale across many channels. Send email messages with dynamic content that personalises like the customer’s first name in the subject line. Integrate mobile messaging with your email and social campaigns through SMS, push notifications, and group messaging. It generates digital ads that will appear for the right person at the right time. It also automatically recommends the right products on your website for each user. With automation, you can reach customers along their journey no matter where they are in the customer lifecycle from acquisition to advocacy.


What are some marketing automation best practices?

some of the best practices to keep in mind while designing your strategy for marketing automation:

Create process visualisations. Use detailed diagrams in your marketing automation workflow to relay your big picture objectives to your entire organisation efficiently and effectively.

Prepare for database segmentation. Consider your customer data. Think about who would you like to engage, and why.

Prepare your content strategy. Build your content library. Create interesting, engaging, and relevant messaging designed to reach all stages of your customer lifecycle.

Plan for a slow rollout. The world’s most successful marketing automation firms stagger their launches. Test early and optimise the next block of programs to give yourself the best chance of success.

Analyse as you go. See what is working and what’s not. Use some of the time you get back from automation to dig into the analytics and make the changes that will grow your business.

Collaborate with other teams. The marketing automation strategy team will touch several teams in your company also get their input and buy-in before you begin.

Article Name
What Is Marketing Automation?
Marketing automation is a technology that automatically manages the marketing process and campaigns on a global platform. Feedback emails are examples of marketing automation.
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BugendaiTech Pvt Ltd
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March 21, 2022

1 comment

Very nice write-up. I definitely appreciate this site. Thanks!

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