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The following article explains what you need to do before introducing MA, so please take a look at it.
What is Marketing Automation (MA)? A detailed explanation of basic functions, points to consider when selecting tools, and how to implement them
2024.07.16
What is Marketing Automation (MA)? A detailed explanation of basic functions, points to consider when selecting tools, and how to implement them
MA (Marketing Automation) is a tool that automates and streamlines marketing activities. It supports each marketing process, from generating potential customers to nurturing them and extracting hot leads. In recent years, it has also attracted attention as part of DX (Digital Transformation) and has become widespread. ...
Planning from introduction to operation of MA tools
In order to achieve your goals, you will need to make a specific plan for how to introduce and operate the MA tool. It is important to make a realistic plan with three time axes: short-term, medium-term, and long-term. Let's look at the points that should be included in the approval document for each of the short-term, medium-term, and long-term plans.

Short term: Design a short-term iran whatsapp number database schedule from implementation to start of operation
After introducing the MA tool, you need to identify and link the various data your company holds as preparation before starting operation. If you are already using a sales support tool such as SFA or a customer management tool such as CRM, you will need to link these tools and also link the business card information and seminar participant information managed by your company. These preparations that need to be made before starting operation should be included in your short-term plan.

If you spend too much time integrating and linking data, the market situation may change. Another option is to start small by using data that can be linked for the time being. If the preparation period from implementation to the start of full-scale operation can be kept to around one month, it will be easier to appeal to management.
In the short-term phase, we recommend linking each data by introducing an MA tool, and communicating the results of marketing measures that can be undertaken with a small start as your goal.