163 - A New Hope: Your Marketing Automation Platform's Fresh Start

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Recorded29 May 2023

Publisherfeeds.captivate.fm ↗

Handlerec:18150718

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CS2 is taking you on an epic journey in a galaxy not too far away. This is a new mini-series, where we walk you through the many phases of a brand-new Marketing Automation platform. In this episode, we're joined by industry veterans Gany and Brian as we tackle the intimidating yet exhilarating task of establishing a fresh start in your Marketing Automation platform.In this episode, we'll be navigating:The Prep-work: To rebuild or not to rebuild? We'll weigh the pros and cons of each approach. Gany and Brian will guide you through the need for stakeholder alignment, dealing with constraints like contract negotiations and balancing daily tasks, and who you should rope in for this mission.The Implementation: Here's where we roll up our sleeves and get our hands dirty. We'll walk you through the down and dirty of the tech setup, laying down the foundation with templates, campaign management, GDPR programs, and more. And then we'll leap into the optimization phase where we discuss deprecating old processes, data hygiene, and nurturing campaigns.Testing, Enablement, and Launch: We'll demonstrate how to thoroughly test every lead scenario, enable users based on their comfort level with the new tool, and finally, prepare for the grand launch. But the journey doesn't end here. We'll also talk about monitoring and further optimization once you're in a live state.Join us as we embark on this thrilling journey, blasting off into the world of Marketing Automation platforms. This episode is a must-listen for anyone looking to explore new territories in their Marketing Automation journey or those seeking to optimize their current platform. May the force of good data and efficient processes be with you!

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