6 crucial marketing automation system requirements

The launch of a new system marks the culmination of a significant project, involving the collection of requirements from the many business units across an organisation, integration of multiple data sources and implementation of complex business rules. Here are some of the key elements that should considered vital for most marketing automation solutions.

  1. SFA integration – Customer and prospect data, together with leads, are the lifeblood of sales and marketing activities and need to be shared with the utmost efficiency. As such, a robust connection between the marketing system and our chosen SFA solution, Salesforce.com, is crucial. Perhaps surprisingly, this is something that the existing, in-house developed system already has, so replicating this functionality is a given if progress is to be made. (I say surprising because so many organisations struggle with this, maintaining separate sales and marketing data “islands”, creating huge issues for ensuring the latest data is being shared and properly utilised.)
  2. Data import – Loading external data, including event delegates, purchased lists and enquiries from third party websites, into a marketing database is an ongoing activity, making the ability to do so quickly and easily a significant operational benefit. This should ideally be as flexible as possible, in terms of file layouts and matching criteria, together with data quality maintenance such as address standardisation and general validation.
  3. Segmentation – It goes without saying that creating campaign execution queries needs to be as straightforward as possible. This functionality though should extend to the flexible creation of cells or sub-segments, including intelligent “cascading” of contacts based on a selection criteria priority. This is at the heart of customised and relevant, as opposed to one size fits all, marketing activity.
  4. Email execution – email is inevitably the most utilised communications channel in business to business marketing, necessitating capable and flexible execution. This should include support for templates and standard elements (logos, graphics etc) together with personalisation and customisation, for taking advantage of the segmentation capabilities driving relevant communications.
  5. Form handling – All website data capture should ultimately flow back into the marketing database, so minimal, if any, manual intervention should be required. In addition though, outbound marcoms (specifically email, but ideally print direct mail too), is frequently likely to link back to a landing page or microsite with a data capture mechanism. Again, this should be seamlessly integrated and in the case of a form arrived at via an email click-though, must be pre-populated (it’s infuriating to have to key in all your details again when you’ve just received an email from a company purporting to know who you are!).
  6. Database access – Often overlooked, the ability to query and modify individual contact and organisation records within a marketing database is hugely beneficial. It’s tempting to think that all data will be extracted en mass as a list or email broadcast selection and that it never needs to be dealt with individually. This is rarely the case though, and as inevitable issues and queries arise, minor updates required and verifications needed, the ability to quickly look-up individual records makes life much easier.

This is by no means a comprehensive set of requirements of course, and vast amounts of detail lie behind even these points. These should be the “table stakes” though for any services enterprise marketing automation solution. Anything else is cutting corners!

 

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