Software Marketing Automation Toolkit

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Work to engage customers in your marketing campaigns

 

Which marketing automation tool does your organization use?

Does your organization currently use marketing automation tools?

How can a digital organization implement marketing automation for your business?

Do you need to modify your end to end business revenue process and/or improve marketing sales alignment?

What are the key marketing automation objectives your organization is trying to pursue?




...Find the answers to these, and more, questions with this Software Marketing Automation Toolkit:

  • Plan to execute your content marketing strategy.
  • Measure the success of your marketing campaigns.
  • Plan and budget your marketing campaigns.
  • Know if your email marketing campaigns are working.
  • Measure the success of your influencer marketing programs.
  • Get more traffic from your email marketing.
  • Stretch your marketing budget further to support more initiatives.
  • Use customer objections in your marketing materials.
  • Manage your influencer marketing programs.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Software Marketing Automation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Software Marketing Automation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Software Marketing Automation specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Software Marketing Automation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Software Marketing Automation improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. How do you use new technologies like data personalization, responsive design, social integration and marketing automation to optimize your content ecosystem and its relevance to your personas?

  2. How do you know where to draw the line between automating your marketing to allow for faster and more consistent throughout, and losing the touch and cognizance only a human can provide?

  3. Is it a lead score, an activity threshold that determines when a lead is ready for your sales team, or maybe its leads completing a specific action, like requesting a demo or sales call?

  4. Are process detailing how customer social data and social interactions will be integrated into existing marketing systems as email marketing, marketing automation, and web analytics?

  5. Can the platform handle the full scope of your needs, whether its a diverse customer base, multilingual marketing, or multi tiered messaging points?

  6. Does your business engage in transactions that require order status receipts, service request updates, and shipping notices or confirmations?

  7. How do you organize to support digital marketing, digital in products, digitally enabled services, a digitally automated supply chain, etc?

  8. Why the buzz around marketing automation with an unnecessary need for having the coolest, most expensive and complicated software around?

  9. Do you have an automated charge back and subscription fee billing process that is transparent to and easily understood by your customers?

  10. Which approach makes the most sense, given the significant existing infrastructure and high volatility being experienced by most markets?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Software Marketing Automation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Software Marketing Automation self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Software Marketing Automation Self-Assessment and Scorecard you will develop a clear picture of which Software Marketing Automation areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Software Marketing Automation Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Software Marketing Automation projects with the 62 implementation resources:

  • 62 step-by-step Software Marketing Automation Project Management Form Templates covering over 1500 Software Marketing Automation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project or Phase Close-Out: What are the marketing communication needs for each stakeholder?

  2. WBS Dictionary: All cwbs elements specified for external reporting?

  3. Stakeholder Management Plan: Are updated Software Marketing Automation project time & resource estimates reasonable based on the current Software Marketing Automation project stage?

  4. Change Log: Does the suggested change request represent a desired enhancement to the products functionality?

  5. Scope Management Plan: Which statement about customer expectations is not true?

  6. Requirements Management Plan: Who is responsible for quantifying the Software Marketing Automation project requirements?

  7. Probability and Impact Assessment: Risk data quality assessment - what is the quality of the data used to determine or assess the risk?

  8. Scope Management Plan: Quality standards - are controls in place to ensure that the work was not only completed and also completed to meet specific standards?

  9. Quality Audit: What has changed/improved as a result of the review processes?

  10. Stakeholder Analysis Matrix: Identify the stakeholders levels most frequently used or at least sought in your Software Marketing Automation projects and for which purpose?

 
Step-by-step and complete Software Marketing Automation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Software Marketing Automation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Software Marketing Automation project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Software Marketing Automation project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Software Marketing Automation project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Software Marketing Automation project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Software Marketing Automation project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Software Marketing Automation project with this in-depth Software Marketing Automation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Software Marketing Automation projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Software Marketing Automation and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Software Marketing Automation investments work better.

This Software Marketing Automation All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Software Marketing Automation Checklist Report on DATA.pdf

Checklists:Software Marketing Automation Checklist Report on CUSTOMER.pdf

Checklists:Software Marketing Automation Checklist Report on AUTOMATION.pdf

Checklists:Software Marketing Automation Checklist Report on BUSINESS.pdf

Checklists:Software Marketing Automation Checklist Report on ORGANIZATION.pdf

Checklists:Software Marketing Automation Checklist Report on VENDOR.pdf

Checklists:Software Marketing Automation Checklist Report on PROCESS.pdf

Checklists:Software Marketing Automation Checklist Report on TIME.pdf

Checklists:Software Marketing Automation Checklist Report on SALES.pdf

Checklists:Software Marketing Automation Checklist Report on CONTENT.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Software Marketing Automation Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Software_Marketing_Automation_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Software_Marketing_Automation.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Software Marketing Automation Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
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  • Events and seminars
  • Software / SaaS
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Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The Reason:

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You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
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  • How long has this been a problem?
  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

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This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
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  • I want to get there faster

Commitment:

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Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

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