You need the right tools for digital lead management success

Your email marketing platform, CRM or marketing automation tool need more than a monthly license fee to work; Our Quick Start Plan provides direction to your sales, marketing and IT Team about how to optimize and monetize your marketing automation platform.

How to Plan for Marketing Automation Success


Get agreement between the sales, marketing and technology teams about business goals and a common set of objectives. Looking to get your team on-board with this process? Take this online assessment. It takes five minutes and it’s free.


To achieve alignment between, sales, marketing and the IT department, you need to agree on who OWNS each part of the buyer journey. We have created an easy-to-follow template for data collection in order to identify the data you need to make this work.


Everyone wants to “hit send” and blast a list of recipients with a newsletter. Spoiler alert: tactics, even expertly executed, do not achieve goals if they are not documented and backed by a plan everyone can follow.

Get the plan that makes the tools work.

Before selecting a marketing automation tool, you need to document goals, identify data and create a plan. You also need organizational alignment about how much time, money and resources you need to invest to achieve your sales goals.

Many people purchase a marketing automation tool and then complain that it is not performing. Tossing the product to an individual in the marketing or technology team and asking them to “figure it out” is an impossible task. If an organization does not commit to mapping the buyer journey to their web presence, the tool will never perform to expectations. You need alignment of goals, a plan and a content strategy to get it working successfully.

Use this Guide to help you get marketing automation working successfully.

Case Studies

Learn How Hitachi Healthcare…

Aligned their sales and marketing goals to get marketing automation working in their organization.

Learn How CRM Dynamics…

Developed a content and conversion strategy to stop losing leads on their website.

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A Common Sense Approach to Digital Marketing for Any Business
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