For many businesses, marketing automation can seem very overwhelming at first because there is so much that can be achieved with this software.
We find that the best approach when onboarding a company that’s new to marketing automation is to establish a solid foundation that attacks their immediate need to deliver qualified leads to the sales reps. Once this is in place, you will begin to see amazing results and will be ready to expand your programs with confidence.
Without taking this critical step of making sure the basics are set up, the risk of overwhelming you with complicated strategies is quite high. So we would set up the core ingredients before going full speed.