Marketing automation is a way to manage marketing activities in less time by using the software more effectively. It enables marketing teams to automate repetitive tasks and effectively target marketing channels.
What is the goal of Marketing automation?
The goal is to offer a personalized experience for your customers, getting a greater number of leads and more revenue.
What are the benefits of Marketing Automation?
- It allows you to grow and attract more customers without putting more pressure on your resources.
- Eliminate the risk of human error when working with clients and minimize distractions when multitasking.
- It saves you time and money on every day and resource-intensive tasks.
Other advantages of automating marketing are:
Qualify leads. There are several metrics you can analyze to determine the quality of a lead, including web behavior, email interactions, and survey responses. If you have a system that measures all of these metrics, your lead qualification process will be more effective.
Mature leads. It allows sending emails or segmented messages to leads based on specific criteria or actions. It’s important, as 69% of buyers expect to proactively engage. Automated emails are also a great way to increase sales.
Incorporate clients. You can automate processes with APIs, as well as implement internal systems that minimize repetitive steps for an easier sale, instead of incorporating clients in a traditional way like B2B.
Organize your customer data. Centralize all data in customer relationship management software and use agency management software to keep up with your marketing activities.
Send notifications to your customers. Automate your email marketing by sending notifications about important events or actions.
Send reports to your clients. Create reports in PDF so as not to make reports of each process, this decreases the time for each report and improves productivity.
Configure chatbots. It is essential to interact with your potential customers: 80% of consumers say that a quick response to their queries can positively influence their loyalty.
Bill and make payments. There are several finance tools that can automate the billing process for your clients, as well as manage payments for your agency.
Why do processes need to be automated?
- It is a way to grow your business
- Save time and money on routine tasks
- You will have more time to plan the strategies
- Your employees will be more satisfied and be more productive
How to automate SEO? In general, SEO cannot be fully automated. It is the combination of software (data and metrics) and human effort (strategy, content creation, and planning). However, there are many processes that you can automate.
Position Tracking: Instead of manually checking your website’s keyword positioning, you can schedule PDF reports (for yourself or your clients) on a daily, weekly or monthly basis. You can also directly export your campaign data to your Google Data Studio dashboard.
Site Audit – Spotting technical SEO issues manually can be a complex task. However, Site Audit does the hard work for you, scanning your website for more than 140 types of errors and offering you easy solutions. This way, you can spend time fixing problems, not detecting them.
Brand Monitoring: In addition to technical and on-page SEO, SEMrush can help you with much more. With the Brand Monitoring tool, you can automate the emailing of reports that include mentions (or links) of your brand to other sites. You can set the emails at the exact time you want them to be sent and choose whether you want to include branded or unbranded PDFs.
Backlink Audit: A healthy backlink profile is a crucial component of a successful SEO strategy. Our Backlink Audit tool can automatically report any toxic links pointing to your website. But this is not all, within the tool you can also use templates to contact site owners and receive notifications when they open emails. Also, you can automate the creation of Google Disavow files.
My Reports: If you have an agency, this feature is essential. As we will see later, My Reports are intended to automate the process of creating and presenting quality PDFs as much as possible.
Log File Analyzer: One of the most difficult SEO tasks to understand is how Google crawlers interact with your website’s log files. Our Log File Analyzer tool automates this process, giving you details about your site’s crawl and identifying any errors or deficiencies.
How to automate lead generation?
Generating B2B leads is of course very important for agencies and there are many strategies you can adopt to enhance your marketing efforts.
One approach you can incorporate is listing your company on your industry directories, and the SEMrush Agency Partners list is a good starting point. Thanks to this tool, you will be able to automate your lead generation and access a global community of potential clients (including Fortune 500 companies).
How to create automated reports for your clients?
The My Reports tool fixes all of these problems. When you go to create a report, you can export all the data you need from any SEMrush tool (or even directly from Google Analytics, Google Search Console, Facebook Ads and Google My Business) and insert it into the PDF as a dynamic widget. Once you have generated the report, the data for each widget will update automatically. Therefore, you only need to configure it once.
How to organize your customer data in a KPI panel?
SEO Dashboard – A collection of widgets containing overview reports of the most used SEMrush SEO tools. You can integrate the dashboard with Google Analytics and Google Search Console to feed real-time data into SEMrush.
Social Media Dashboard: An overview of advertising and publishing details for each of your projects’ campaigns, as well as metrics from Facebook, Instagram, Twitter, LinkedIn, YouTube, and Pinterest.
Project Dashboard – A collection of widgets with important data from your current projects, including health scores, campaigns, visibility, social media data, etc.
How to automate the management of your clients?
- Have all your customer data organized in one place, such as contact information, budget details, projects, reports, important files, and links, etc. If you hire an agency, you will save a lot of time and resources.
- Optimize the workflow of your clients and improve your ability to manage projects.
- Present your work to your clients individually using the Client Portal functionality.
- Securely display SEMrush data to your clients with Present Mode functionality, which allows you to hide projects and reports from other clients to protect their sensitive data.
- Get notified about any important changes, as we have seen in the previous section.
How to simplify the planning of your marketing activities?
You can automate reminders for key activities like posting content, sending email, and creating collaboration opportunities with your colleagues and clients. Within the tool, you have many other useful features, including campaign tracking, reporting, and Google Analytics integration. You can even integrate Marketing Calendar with Google Calendar and send your data in both directions.
How to automate your tasks?
Topic Research: Once you’ve collected ideas for your articles with the Topic Research tool, you can assign them directly to your writers as cards.
Site audit: if the tool detects a problem on your website, simply submit the task and assign it to a member of your team.
Content Audit : works the same way in Content Audit, directly assigning any task of your audit.
On-Page SEO Checker: send any recommendation to your interface and assign it to a member of your team.
How to analyze the data of your website from the same site?
- Organic Traffic Insights
- My reports
- Site audit
- Content Analyzer
- Link building
- SEO Dashboard
- Brand monitoring
- Marketing Calendar
- Social Media Ads
How to automate data transfer to Google Data Studio reports?
- Domain overview: create reports of the main metrics of any website.
- Position tracking: get reports of the organic and paid position of your campaigns.
- Site Audit – Generate site audit reports directly in GDS.
How to automate the analysis and publications of your social networks?
The Social Media Poster tool allows you to simplify your posting schedule. You don’t need to check different calendars, just select a date and time and click “add to queue”.
You can also automate the analysis of posts. The Poster Analytics functionality gives you the main performance metrics of each publication, saving you the time of logging into different platforms.
Note that you can only analyze posts from your Facebook, LinkedIn, and Instagram (Business) accounts.
