Okay, real talk time.
Not all companies who implement marketing automation are met with wild success and find themselves on the stage at Dreamforce. For every one of those marketing automation poster children, there are 5 other that are looking at their annual software bill thinking to themselves:
“Was this really worth it?”
When Pardot implementations go south, it’s rarely (if ever) due to the technology itself. It tends to be due to a few very predictable and preventable reasons:
1) Unclear Processes
You can’t automate a process that doesn’t exist.
Are you making up a process right now? Don’t automate it yet. Test it IRL, with a human being, and see what works. When you have the process ready to roll, then let’s unleash the automation beast on your marketing and sales system.
2) Lack of Content
Email marketing – particularly drip nurturing – requires a large volume of content.
Has your company created blogs, sales copy, or other content assets that could be re-purposed? If not, who will this responsibility fall to? Can you bring in outside help?
3) No Clear Ownership
Marketing automation exists in a somewhat unique and nebulous space. Who does it belong to? Is it IT, because it’s a piece of technology? Is it marketing, because it connect top of the funnel efforts to a sales handoff? Is it sales, because ultimately it’s about sowing seeds of awareness and growing new leads?
The truth is, it can belong to anyone… but it needs to belong to SOMEONE who will take ownership and commit to getting shit done.
4) A Missing Piece of the Trifecta: Head, Heart, and Hustle
Marketing automation is challenging space. The most successful teams build programs where head, heart, and hustle collide.
The “head” (i.e. brains) part of the equation:
- Process expertise
- Technical knowledge of Pardot and Salesforce
- Dev resources to build next-level cool things on the platform
The “heart” needed to drive effective campaigns:
- Vision & strategy
- Campaign messaging
- Bringing things to life with captivating creative
And the “hustle” side brings the other two together with:
- Flawless execution/scheduling
- Managing budgets
- Measuring results
- Staying two steps ahead and planning for the next set of initiatives
Does your team have all three of the above? If not — how do you build that capability in house or add resources to complement your team members?
5) Lack of Resources for Post-Implementation Support
I recommend that all companies, especially those who are new to marketing automation, build in a budget for post-launch training, campaign development, and consulting.
A 30-day Quickstart is a great way to get up and running on the platform quickly.
But Rome was not built with a Quickstart. Having a partner to assist you beyond this — to provide ongoing, proactive support and accountability — is incredibly valuable and helps ensure your long term success.
What Other Success Factors Lead to a Successful Implementation?
Have you seen other key ingredients for success? Where have you or others that you know struggled with standing up a new platform?
Let’s hear it in the comments!