Marketing automation audit

Have you invested in a marketing automation tool and had your strategy in place for more than a year? Are you missing your lead generation or conversion targets? Are your results falling short of sales and marketing expectations? Do you lack visibility into the results of your marketing actions, or struggle to interpret them?

As an expert in marketing automation and CRM, Synolia helps you step back and take an objective look at how your marketing automation strategy is used and how it performs, while keeping a clear view of the course to follow to reach your goals.

What is a marketing automation audit?

Over time, your business and your audiences change, and your actions need to keep up. A marketing automation audit is an objective assessment of your marketing automation strategy and tool. The idea is to review your goals and results, and to identify blockers and areas for improvement.

An audit can reveal gaps in your strategy or in its execution: for example, a lack of knowledge about your audiences or poor use of the tool.

It delivers a diagnosis of the current situation, brings out recommendations for fixes or optimizations, and lays the groundwork for an action plan.

5 good reasons to run a marketing automation audit

  • Take stock of your marketing and sales actions
  • Identify blockers and areas for improvement
  • Encourage collaboration between your marketing and sales teams
  • Improve your productivity
  • Gain better visibility and increase your ROI

Where to start?

Before getting started, it’s important to clearly understand why you want an audit. Why do you think an audit is necessary?

Are your marketing and sales actions failing to deliver on your goals? Are your campaigns ineffective? Do you struggle to personalize your campaigns? Do you find it hard to measure your ROI?

This is an essential starting point to understand your situation and carry out a meaningful analysis of your data, your actions and your performance (delivery rate, open rate, click-through rate…).

Marketing automation audit banner

What the audit covers

Synolia, a CRM expert for nearly 20 years, supports you in auditing your marketing automation strategy. Our analysis covers:

  • Your data model and data quality
  • Your marketing and sales campaigns
  • Your assets (emails, landing pages…): content, UX
  • Your results and KPIs (behaviors, interactions…)
  • Your existing workflows and automations
  • Your current scoring and reporting
  • The alignment of your marketing and sales teams

Our approach

At Synolia, we have developed a proven, multi-step audit method:

First, understanding you

A working session with your teams helps us get a clear picture of your context, your initial strategy, the one actually implemented, your tool, your processes… We make a point of understanding your organization and the business goals specific to your activity.

A tailored analysis

Our team performs an in-depth analysis of each area covered by the audit. We also benchmark your strategy and its execution against other players in the market.

A tailored analysis

Our team performs an in-depth analysis of each area covered by the audit. We also benchmark your strategy and its execution against other players in the market.

And if you want to go further…

Convinced by our audit? Our team will be glad to help you implement the action plan. Whether we work alongside your teams or take it over entirely, we will define together the best approach to roll out the new strategy.

Want to run a marketing automation audit?
Get in touch! Our team will be happy to answer your questions.

Contact us

Our marketing automation solutions

  • Logo HubSpot

    An intelligent, AI-powered CRM, HubSpot helps millions of businesses accelerate their growth.

    Sales tools, marketing automation, customer service, operations management and web content management: this all-in-one platform keeps all your customer-facing teams perfectly aligned.

    Synolia is a Diamond partner, and our multi-certified experts maintain a close relationship with the vendor.

     

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  • Logo SugarAI

    SugarAI adapts to the needs of sales, marketing and customer service teams to deliver a personalized customer experience.

    With its Sell (sales automation), Market (marketing automation) and Serve (premium customer service) modules, it covers every aspect of customer relationship management throughout the buying journey.

    As SugarCRM’s first and longest-standing partner, Synolia earns Elite Partner certification every year.

    Learn more