Why Start with a Marketing Automation Strategy?

B2B companies that take the time to define their marketing automation strategy before evaluating vendors tend to be more successful with their marketing automation system deployments. (The same practice holds true for B2B2B and B2B2C organizations, as well.)

CRM and marketing automation systems are often implemented in rapid succession. However, these two technologies are very different in terms of what it takes to prepare for a successful implementation.

If your organization is planning to take your digital marketing to the next level, it’s important to be selective about which digital initiatives are tackled first. This means establishing priorities. It’s also important to set KPIs and determine how progress will be measured. The right data leads to the most informed decision making.

From a financial perspective, it’s critical to start developing a marketing automation strategy before committing to a marketing automation vendor. Remember: marketing automation strategy is part of an overall digital marketing approach.

Marketing Automation Strategy

“If your organization is planning to take your digital marketing to the next level, it’s important to be selective about which digital initiatives are tackled first.”

How Does It Work?

Our “strategy first” approach to marketing automation involves the following components:

  • Educating your team on the relevant capabilities of marketing automation platforms and tools
  • Brainstorming on initial digital marketing campaigns
  • Determining which marketing automation features to focus on
  • Developing a customized marketing automation campaign playbook


Our unique marketing automation campaign playbook can be used as a roadmap to base your implementation on. It covers a wide variety of topics, including:

  • Traffic sources
  • Desired visitor actions
  • Conversion tactics
  • Key performance indicators
  • Ongoing progress vs. goals

Words of Praise

“With a variety of CRM and digital marketing products for hospitals on the market, we needed a vendor-neutral consulting company to help us with strategy and product selection. CRM Switch proved to be an excellent partner throughout this process. We ended up with the right combination of platforms to drive our business forward.”

~ Jennifer Elliott, System Director, Digital Marketing, St. Joseph Health

Most marketing automation vendors provide onboarding services, but those sessions can be like attending college business school classes when you’ve never worked in the real world.

With our hands-on approach, you and your team will be more engaged and informed by those sessions. You will also be able to hone in on specific onboarding topics and components of the technology that you will be focusing on the most.

CRM Switch’s marketing automation strategy services will ensure that your organization is ready to take the best advantage of marketing automation tools once the vendor contract is signed.


How do I learn more about your services?

Let’s develop a marketing automation strategy that’s right for you!  Call us today at (800) 799-4539 to find out how.