- Discovery Consultation;
- Configuration Audit Report;
- Executive Summary;
- MA Scorecard;
- Pipeline Analysis;
- Recommendations; and
- Findings review/Q&A.
According to Televerde, the typical audit is a one-week process that includes some telephone time with the individual or team responsible for an organization’s automation deployment to understand how the platform is currently being used, objectives, challenges and desired outcomes of the audit. Upon completion of the audit interview and gathering preliminary data, the audit process includes an assessment of: Tracking, Database Health, Subscription Management, Email Setup, CRM Integration & Lead Routing, Sales Enablement Tools, Nurturing Check, Social Media Integration, Platform-specific Settings and Best Practices, and Lead Funnel Conversion Analysis.
“According to respondents of our recent B2B Marketing Research Study, 28% of organizations with marketing automation tools use them only occasionally; 47% are realizing only some of its benefits; and 33% are experiencing MA deployment and management challenges,” explained Bryan Ehrenfreund, VP of Digital Strategies for Televerde, “These findings are supported by other industry research, so there’s no doubt that many organizations are struggling to achieve the maximum results from their MA strategy. Our audit is designed to directly address these issues.”
Televerde is extending its complimentary Marketing Automation & Lead Nurturing Audit to users of Marketo and Eloqua marketing automation platforms. Audit requests should be scheduled to occur by no later than Dec. 31, 2011.
