If you are ready for the right ecommerce marketing automation software for your business, we recommend taking the following steps:
Step 1: Determine your needs
Before diving into your search, take some time to determine your marketing automation needs, particularly in the following areas:
Marketing channels – Identify the channels on which you market your business. Are you just looking to automate your emails or do you need a solution that works on other platforms (e.g., Google Ads, social media, etc.)? Naturally, you’ll want your solution to support the sales and marketing channels that you’re on.
Metrics/Analytics – Determine your marketing KPIs and see to it that the software you choose can measure and report those results.
Integrations – Take note of the sales and marketing platforms that you’re currently using. Ideally, your marketing software integrates with the systems and solutions you have in place. Step 2: Start looking
Now that you have an idea of what you need, you can proceed with the research stage of the process. Aside from Googling marketing automation software, we recommend tapping into the following resources:
Your network – Talk to other merchants running similar businesses and ask them about their marketing automation. Why did they choose a particular provider? How is their experience so far? Get these questions answered, and if possible, try to see their software in action.
Your current tech stack – As we mentioned earlier, you need your software to “play nice” with the platforms you’re already using. So, check the marketing and sales solutions you have in place and look into their integrations with other marketing automation software.
Software review websites – There are a number of websites that review and compare software for businesses. Read the reviews on these sites to gain more insights into the solutions you’re examining. Consider the following:
Trial the software
- G2 Crowd
- Software Advice
At this point, you should already have a short list of software that you’re considering. The next step is taking the systems for a spin. Book a demo with the providers that you’re checking out or, if possible, take a free trial of the software so you can see things first-hand. Have a checklist of features and requirements and make sure that the solution meets most, if not all, of your needs.
Taking the steps above should give you enough information to make an informed decision. One thing to remember is to not rush the process. Take your time with each step, and be thorough. Marketing automation can be a profitable investment over the long-term, so be sure to cover your bases.