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Marketing Automation

Specification template : Marketing Automation project

Listing your requirements is a fundamental step to the success of your Marketing Automation project! It allows you to define your needs and to have a precise project brief  for your future provider or your internal project team.

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Implementing a Marketing Automation tool will allow you to :

  • Boost your marketing and sales performance by aligning these two teams

  • Improve your customer experience and launch highly personalized campaigns

  • Build custom dashboards to analyze the performance of your campaigns

  • Optimize your funnel, generate more leads and improve customer loyalty

A detailed specification template to prepare your Marketing Automation project

  • The essential information to provide to present your company, your business model and your project
  • An audit of your existing tools (CRM, website, etc.) to anticipate your integration needs
  • An overview of your use cases with concrete examples
  • A tool to anticipate any additional needs you may have