Chandresh Shah

Marketing Automation; in Moderation

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There are four essential pillars to your EMR sales.

  1. Sales
  2. Marketing
  3. CRM
  4. Automation

Selling is more complex than ever before. You need more sophisticated tools.

“One Integrated Solution for Sales and Marketing – built as a simple, smooth running, and affordable application”

Sound similar to your marketing pitch doesn’t it?

“My EMR is an Integrated Solution for managing your practice, that is easy to use, simple, smooth running and affordable.”

You know the reality though. Combining Marketing, Sales and Business Operation all in one is not an easy task. Marketing, Sales, support, finance and operations are generally disjointed operations. Sure, you try to ‘simulate’ seamlessness by getting various tools and technologies to perform islands of automation and hope that your employees bridge the gaps. Easier said than done.

New tools and technologies that fall under the Marketing Automation Category are out there that help create a seamless operation.

The challenge is to create systems and process first, before you install any automation tools.

Automating inefficiency just makes inefficiency more efficient.

You can use tools from Marketo, Infusionsoft, Pardot, Hubspot, Greenrope, and a host of other companies to help you. The biggest challenge I have seen is in execution where you don’t even know if you have efficient processes.

So, before you embark on Marketing Automation Technologies create and test internal processes that work ‘manually’ first. Don’t go overboard. Automate systems that work, one at a time. No ‘big bang’ approach.