First, you want to be sure, during the selection process, that the technology does not sacrifice simplicity for functionality. Even the most user-friendly platforms will require training and support at first. New is new!
While it is imperative that a marketing automation solution have a robust feature set to accommodate the complex needs of your team, it should suit the best of both worlds.
The marketing automation solution you select should come equipped with a feature set that benefits and encourages your marketing team’s agenda, and doesn’t make it more difficult. The same applies to how it effects your sales and customer service teams.
You may face some growing pains, but they should be moving through a positive pathway.
An unfriendly marketing automation platform defeats one of the main purposes of implementing a marketing automation system – to create more efficiencies and make processes simpler for your team. Every team wants these outcomes, right?
On a similar note, if marketing automation technology is difficult to implement, users will easily become discouraged, which will prevent your organization from realizing its maximum ROI (return on investment) as a result.
Users should feel empowered by the possibility of this new integration!
Learn more about integrating a marketing automation solution with Microsoft Dynamics 365.
In this new eBook from Ledgeview Partners and ClickDimensions, we answer 8 questions to help set you on the path to success with marketing automation and Microsoft Dynamics 365.