Does your sales team need training on using Act-On without a CRM? In this quick video, CEO Philip Bosley demonstrates how your sales team can utilize Act-On Contact Lists to prioritize your marketing qualified leads (MQLs).


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2020 has been quite a year.

The world around us has changed how we go about day-to-day life. Holidays and other celebrations, too. So, what can we do to secure a fresh start in 2021?

1. Share the positive things that took place in 2020 with your employees.

So many businesses did not survive the Coronavirus pandemic in 2020. If your company did, then first be thankful. Secondly, let your team know how much you appreciate what they contributed during a very tough year. Countless businesses had to close due to the Coronavirus, only to learn that they would not ever be re-opening. Many other companies survived enough to re-open but could not bring back their entire staff. If your business was in neither of these categories, it’s likely either because employees could work remotely or did a fantastic job following the recommended precautions. That is a reason to be grateful. Bottom line is, 2020 taught us that we can survive if we watch out for each other. Reflect with your employees, give thanks to each other, celebrate together, and instill in everyone that 2021 will be a better year. Sharing these positive things together will make you all stronger and closer as a group.

2. Generate some excitement with your customers by giving something away.

Send all your customers a special 2020 survival gift to symbolize how much you appreciate making it through a tough year together. Try a small custom plaque, trophy, or paperweight; something that can inspire the whole office during difficult times. This will not only show appreciation for their business but also create a bond with them. Send the gift with a thank you note or card signed by the CEO, letting your customers know how much your whole company appreciates their business during one of the most challenging years in our lifetime. At the end of the day, we all want to be recognized for the work we do, showing your employees that you see their efforts will go a long way towards building a lasting relationship.

3. Support a cause that is near and dear to your customer’s heart.

Through the course of the year, maybe you had a conversation with your customers that revealed a cause they believe in or are affected by — make a donation in their name. Not only is this a nice gesture of appreciation, but it shows that you are listening to them. Customers like to be heard, and this is a great way to show you are listening.

However you choose to kick-off the new year, bring a little joy and gratitude with you, and start the year out right.

Free Marketing Automation Process Guide

Well-designed automation leads to 12% lower marketing costs and a 15% increase in sales productivity. Download our Guide Today
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What are the Benefits of Marketing Automation?


Understanding your customers’ needs is the basis of an effective and comprehensive marketing automation strategy. Marketing automation is more than scheduling email sends; it’s segmenting audiences, targeted messaging, social media scheduling, advertising, measuring marketing effectiveness on and offline, education and nurture-focused strategy, and strategy execution.

As of 2020, 68% of businesses are using automation for some aspect of their marketing, whether that’s lead generation emails, video distribution, social media posting, lead segmentation, or any other use. Marketing automation is expected to grow by 31% each year.

Benefits of Marketing Automation


Marketing automation improves productivity by 20% (Nucleus)

Expectations on marketers are high, and no marketer has spare time to let slip away. Marketing automation takes on the tedious and repetitive tasks that take up much of a marketer’s day so that they can focus on strategy, creativity, and innovation. Many time-sensitive tasks can be automated, including initial follow-up emails, marketing qualification, messaging or chat programs, as well as automated answering services for the phone. These all fall under the heading of marketing automation and can streamline essential processes.

Better Reporting = Improved Sales

80% of marketers report an increase in leads due to automation. (Business2Community)

Marketers rely on data to inform decision-making, and automation simplifies how you view that data. Reporting is how digital marketing reports are planned, executed, and updated. The information collected is presented (often with visual aids) in an accessible way. Generally, these reports update regularly and automatically send to those who need them. Again, automated reporting removes a time-consuming task, creating more time to focus on other assignments while providing the opportunity to expand the scope of reporting and reducing error. By segmenting reports by persona, funnel stage, or project, they can offer more value than a standard report.

Improved Accountability

80% of marketers credit their success to marketing automation (Lenskold Group)

Since automation tracks KPI’s and trends, it becomes easy to identify problems in the marketing funnel. If the progression from one funnel stage to another isn’t providing the expected results, you can investigate and develop a solution. With this clarity comes a sense of ownership that allows teams and individuals to ensure they are on track before the problem evolves into something more serious.

Nurtured Leads

77% of marketers report an increase in conversions due to automation. (Business2Community)

Personal, immersive lead nurture requires significant attention to detail. Fortunately, the information that is interesting to a lead is predictable and can be automated to show up exactly where and when they are ready for it — whether that’s their inbox, onsite recommendations, or ads.

Increased Revenue

Automated lead nurturing converts 15-20% of customers to sales. (Protocol80)

All of the above examples exist to increase revenue. Automation can help you craft email campaigns that hit all the sweet spots at just the right time, implement personalized marketing, and automate follow-ups. These tactics help create more leads, convert more prospects to buyers, and maintain relationships with current customers. A marketing automation strategy allows marketers to reduce human-error in their processes and free-up time to put toward other projects. If you’re looking to make the most of your time and energy, check out your current processes to see where automation can improve them. If you find yourself needing help, reach out for a free consultation with our team. We’re happy to help! Content in this article was also sourced at Tactical MA is not affiliated with Funnel Overload and thanks them for their consistent contributions to the marketing community.

Free Marketing Automation Process Guide

Well-designed automation leads to 12% lower marketing costs and a 15% increase in sales productivity. Download our Guide Today
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