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Marketing automation : quels types de tâches répétitives faut-il automatiser ?

what types of repetitive tasks should be automated?

In 2022, after experiencing a technological revolution in e-commerce due to Covid-19, competition will be fierce and brands will need a solid marketing automation strategy to survive. By automating repetitive tasks, the workload can be reduced more than ever. But what types of repetitive tasks should be automated?

Marketing automation, one of the most important trends in digital marketing

The marketing automation industry is growing and has become one of the most important trends in digital marketing. According to recent studies, it leads to a 12.2% reduction in overhead costs related to marketing strategies and up to 14.5% on average increase in sales productivity.

Furthermore :

  • 91% of marketing automation users agree it is “very important” to the success of their business;
  • 77% saw an increase in conversions;
  • 80% saw an increase in leads from marketing automation software.

In the world of modern marketing, successful campaigns rely on highly targeted marketing, which basically boils down to the old adage of getting the right message to the right person or company at the right time. Before marketing automation, there was a lot of guesswork, as marketers were forced to take a trial-by-trial, error-by-error approach after launching their campaigns. This resulted in completely random actions with no way of knowing what worked and what didn’t.

Now, by automating their marketing campaigns, businesses can now more easily identify their web visitors, allowing them to turn unknown leads into known leads. And once they know who they’re talking to, they can segment those leads based on behaviors, demographics, and other characteristics to create personalized, automated lead nurturing campaigns.

This way, it’s easier to keep consumers in mind while guiding them through the customer journey with highly personalized messages.

What types of repetitive tasks should be automated?

Whether you are an entrepreneur or a freelancer, automating recurring low value-added processes is necessary to allow you to grow your business by focusing on your core business. You can thus automate your technical, commercial and administrative tasks.

Automation of technical processes

  • Data backup

It is possible to save the latest versions of your files or various administrative documents thanks to automation. This solution is particularly useful for preventing possible mishandling or technical failure. Opt for a backup in the Cloud or server available on the Internet if you tend to forget to plug in your external hard drive. You can also choose automated data backup tools like Crashplan or Blackblaze.

  • Maintaining a website

It is possible to automate the maintenance of your website with WordPress. Some extensions improve automatic security updates and also be automated with this software.

Automation of business processes

  • Posts on social networks

Some tools such as SocialBee, Metricool, MeetEdgar allow you to plan and organize your publications on social networks. Both comprehensive and easy to use, they are suitable for producing “non-perishable” content or evergreen publications. They help you save time when setting up a marketing strategy and are also useful for creating automatic lists.

  • Collecting data on prospects and customers

To encourage prospects and customers to communicate information about them, get into the habit of creating a form using, for example, Typeform or Paperform. If Typeform is a free solution to facilitate the creation of an online form, Paperform offers paid features aimed at creating advanced online forms. Thus, its many features offer you the possibility of accepting payments via the form or of redirecting the user to another page after having completed it.

  • Appointments

If it takes about 8 exchanges of e-mails to get an appointment, automating the sending of e-mails to your prospects and customers saves time. Synchronized with your calendars, such as Outlook or Google Calendar, Calendly makes it easy to set up reminder emails. This planning tool is available in a free version and can easily be integrated into your website.

  • Active prospect follow-up

Tools, such as ActiveCampaign or Hubspot CRM, can automatically trigger various follow-up email scenarios. They offer quality and relevant content, and help increase your conversion rate.

Automation of administrative processes

Daily commercial and accounting management becomes faster thanks to automation. Accounting and invoicing tools such as Sellsy, I pilot my business or QuickBooks are particularly suitable for sending an invoice to a customer who has just made payment for a specific service.

Some software like QuickBooks also allows you to automate your reminders. This marketing automation tool integrates with platforms, such as Zapier.

Filing emails and creating auto-response templates

Use filters for Gmail or labels to categorize your emails. Thanks to automatic response templates, you will save time.

  • Signing documents online

Some tools like Hellosign offer the maximum signature of three documents per month. In addition to automatically adding your electronic signature to your online documents, this software allows you to sign quotes that you will have your customers sign. You can also use this signature to sign administrative documents, quotes from your collaborators and suppliers.

These are just a few of the reasons why you should consider switching to marketing automation if you haven’t already. By automating some repetitive tasks, you’ll save time, money, and manpower so you can ultimately focus your efforts where it matters most—developing more creative and compelling content and campaigns.



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