Define your marketing automation strategy

Marketing automation is often seen as an option rather than an essential part of the overall marketing and sales strategy. Yet 63% of companies that implemented a marketing automation strategy outperformed their competitors.
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At Synolia, we believe successful automation takes more than choosing a cutting-edge tool. It takes a true, comprehensive strategy. That is why our CRM and marketing automation experts advise and support you in defining this strategy, which is essential to your success.

Why a marketing automation strategy?

A marketing automation strategy puts the contact at the heart of your organization. The goal? To improve your conversion and retention rates and drive business growth.

At Synolia, we work with your marketing and sales teams to identify and prioritize the right automation opportunities and build a comprehensive strategy based on your customers’ lifecycle and journey.

We also help you put sound governance and change management in place for your teams. The result: a strategic marketing automation plan ready to deploy on your current tool or on a tool we can recommend.

Is a marketing automation strategy right for you?

You want to target your contacts better and optimize your customer portfolio

We help you identify prospects who are ready to buy, customers who need nurturing, prospects to disqualify and at-risk customers.

You want more leads, and better ones

Together, we work on your prospect and customer journeys and on the segmentation criteria for your marketing and sales actions. You build and maintain a higher-quality database, with contacts more likely to convert.

Customer experience is a top priority for you

You want to deliver a unique, personalized experience: the right message, to the right person, at the right time… Marketing automation helps you build the privileged relationship your customers expect.

You need to increase your conversion rate and reduce churn

We show you how to execute your strategy with best practices, workflows and features, all brought together in a single system.

You want to align your marketing and sales teams

We work with your marketing and sales teams to set shared goals. Targets, personas, ideal customer profile: we make sure the foundation of your marketing automation strategy is shared, and we help you put in place the processes needed for seamless collaboration.

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Synolia supports your marketing automation strategy!

With our marketing automation expertise, we can support you through every stage of your strategy, from initial thinking to operational rollout.

Understand your context and needs

We hold a working session with your teams to observe and analyze your organization. This lets us gather all the information needed to define your needs and goals.

Set goals and KPIs

We identify the goals and KPIs the marketing automation strategy must deliver on. Whether they relate to marketing or sales, they will guide the entire project.

Lay the foundations of your strategy

Who are your prospects and customers? What are your sticking points? What shape is your data in? How did your past actions perform? Who are your competitors? Together, we map prospect and customer journeys across channels and touchpoints. We determine the business rules, the automation rules and the logic behind each workflow. Finally, we define the data needed to target and personalize your campaigns.

And help you roll out the strategy!

Once the foundations of your strategy are in place, it is time to move on to operational execution. On your own or with our support, you can:

  • Plan your campaigns and their content.
  • Segment your database to deliver personalized, relevant messages.
  • Launch your campaigns (marketing and sales actions), track them and adjust them quickly to optimize program performance.
  • Track your KPIs and return on investment (ROI).

What are the deliverables of a marketing automation strategy?

At the end of our strategic engagement, we deliver a summary report that includes:

  • Your project scope: an analysis of your environment, processes, business rules and goals.
  • A strategic marketing automation program with prospect and customer journey maps.
  • A project roadmap with an initial, prioritized action plan.
  • The rollout plan for your strategy, covering the data model, personas and scoring rules, marketing campaigns (email, landing page, form, chat…) and reporting on your actions.
  • If needed, our recommendations for a marketing automation tool suited to your needs

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