Your marketing automation game plan: From choosing a platform to getting results

We’ve said it before, and you bet we’ll say it again — marketing automation is not optional anymore. But without the right setup or support, most teams barely scratch the surface of what these tools can do. And that leaves plenty of leads, exposure and money on the table.

Whether you’re shopping around for a new platform or wanting to get more out of your existing one, it pays to connect with an experienced partner (👋) who can ensure your launch is a success and your team draws as much ROI from the tool as possible.

Marketing automation platforms are incredibly robust and comprehensive. However, they take some getting used to and may require a little fine-tuning to make all the bells and whistles sing. As your Iowa and Midwest marketing automation experts, we can help with that!

At Anthologic, we’re well versed on the ins and outs of top platforms like HubSpot, Marketo, Salesforce Account Engagement and Eloqua. Our teams sit on the cutting edge of marketing automation, constantly refining processes and adopting best practices to serve clients — and their bottom line. Our thoughtful, hands-on approach gives our clients the space to explore, learn and understand these platforms. And we even provide training to help our clients use marketing automation more effectively.

Choosing the right tool

If you don’t have a marketing automation platform yet — or you’re thinking about making a switch — the first step is to take a close look at your current processes. Are they creating inefficiencies? If your team is spending too much time on manual data entry, reporting or duplicating efforts, a marketing automation platform will likely help.

As you start exploring your options, focus on finding a platform that aligns with your business goals, budget and long-term strategy. The right tool shouldn’t just meet your needs today; it should grow with you. When used effectively, a strong platform can unlock major efficiencies — from streamlining processes and reducing frustration to improving client satisfaction, ROI and your overall bottom line. Not sure what to prioritize? Try our interactive worksheet for more tips.

Maximizing your platform’s potential

Already using a marketing automation platform but not seeing the ROI you expected? We follow a proven process to pinpoint what’s working, update what’s not and help you get more value from your investment:

Discovery: We’re marketers, and there’s nothing we love more than learning about you and how we can not only help make your job easier but also your brand more successful. We ask the right questions to understand your goals, the challenges you’re facing and what you need your marketing automation platform to do. This is where your path to success begins.

Audit: Here, we dig into the performance and processes of your platform to see how it’s working — its strengths, weaknesses and opportunities for improvement. We analyze everything from your workflow setups to your email templates, from your lead scoring system to your integration touchpoints with your CRM. Together, we’ll figure out what’s helping and what’s holding you back.

Report: After our comprehensive audit, we deliver a detailed analysis of our findings. This isn’t just a document highlighting problems — it tells us what we need to fix and provides a clear, phased roadmap to realize quick wins while working toward the larger initiatives.

Implement: Here’s the fun part — now, we start helping you make changes to evolve your system. We’ll walk you through what we did, why we did it and how you can effectively manage it from here on out. Whether it’s streamlining workflows, fixing integration issues or optimizing your lead nurturing sequences, our team works efficiently to minimize disruption while maximizing results.

Take your marketing automation program and processes to the next level

Marketing automation isn’t just about sending emails or scheduling social posts — it’s about creating a cohesive, efficient ecosystem that nurtures leads, delivers insights and ultimately drives revenue. With the right platform and the right partner, you can transform your marketing — creating a better connected experience for your audience (and your sales team will love you for it). Whether you’re just getting started with marketing automation or looking to optimize your current setup, Anthologic can help transform your efforts and program into a revenue powerhouse. Contact us today to get the ball rolling.