Is your marketing automation system just an expensive stand mixer?

Is your marketing automation system just an expensive stand mixer?

Imagine that you’re a successful five-star restaurant owner (congratulations!), but you do not currently serve dessert (gasp!). You realize that in order to compete and continue to be successful you need to serve dessert, so you do a little research and find that every one of your competitors with great desserts has a stand mixer, so you go out and get the best stand mixer money can buy. You give it to your cooks and say ‘make me five-star desserts!’

What do you think would happen? Do you think you would get a five-star dessert? Probably not. You’ve got a skilled team, so you’d probably get something passable as a dessert, but it will probably be 2 stars ☆☆…maybe 3. ☆☆☆

But why not five? That stand mixer is the BEST. You paid a small fortune for it, so why can’t it produce amazing desserts?

Because that stand mixer, as great as it may be, is just a stand mixer – a tool. It’s a powerful tool, and a worthwhile investment to be sure, but just buying a tool is not enough. The same goes for a marketing automation system. It is not magic, it is a tool that can help you make many masterful desserts, but it requires a skilled pastry chef (or team of chefs) with great recipes, and it requires investment in ingredients, attachments, cleaning and maintenance to really add value to your kitchen.

So let’s break it down:

A skilled pastry chef
You can’t just plop your line cooks, or even your head chef in front of a stand mixer and expect them to make a masterpiece. And you can’t throw your demand, field, or product marketers in front of a complex automation tool and expect them to produce great results. A marketing operations or automation expert, like a pastry chef, has a specialized skill set that takes knowledge and experience to master.

Great recipes
This is the foundation of any chef’s skill set, and the best practices your ops expert brings to the table are foundational to the successful use of your automation system. These best practices define the processes that determine how your automation system functions – how it processes data, scores leads, passes them to sales, sends emails, reports on result, etc. And just as food tastes, trends, and techniques change, so do automation trends, so invest in ongoing training for your pasty chef so that existing recipes can be fine-tuned and new recipes can be learned.

Ingredients
There are many ingredients that go into a great dessert, and without them the stand mixer is a useless vessel mixing air to no end. Your automation system is useless without inputs like data, assets and workflows. And the supply of these must be never-ending because they’re use is limited – one set of ingredients can only produce so many desserts before you must put more ingredients into the mixer and start again to create another great delicacy.

Attachments
Stand mixers are one of the most robust and versatile tools in the kitchen, yet many people don’t use them to their full potential. Most people know how to use the mixer attachment, which comes standard, but did you know that with the right attachments you can roll and cut pasta, juice fruits and veggies, grind meat, knead bread dough, slice, dice, and more? Your automation system is a robust tool and with the right attachments you’d be amazed at what you can do, from lead scoring to third party integrations toclosed-loop reporting. Some of these great features come standard, and some cost extra, but you should explore your options to make the most of your investment.

Cleaning & Maintenance
I hope you will agree that cleanliness is absolutely necessary in a kitchen. You must keep your mixer clean to avoid contamination that could affect the quality and safety of the food, and if it gets too dirty it can even impact the functionality of the mixer itself (ew!). While not a safety issue, the cleanliness of your automation system certainly is critical for quality and functionality of your system. Cleaning needs to be performed regularly in order to ensure that the old ingredients, like bad data and expired workflows, are washed away.

And voila! You have the foundation for many five-star desserts…I mean, successful marketing programs to come. ☆☆☆☆☆

 

Originally posted on LinkedIn – November 11, 2014

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