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What Can You Achieve with MA? An Explanation of Marketing Automation Through 5 Key Functions (Case Studies Included)

Last Updated: July 19, 2023

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With the evolution of digital marketing, the perception that manual marketing activities are inefficient is becoming widespread. Marketing Automation (MA) has emerged as the solution to this challenge. What features does MA offer, and how does it contribute to a company's marketing activities?

While there are various MA products on the market, their core functions are common. This article provides a detailed explanation of five representative features of MA. We invite both marketing professionals at companies considering the implementation of MA and those who have already implemented it but wish to expand its scope of application to read on.

What Is Marketing Automation (MA)?

Marketing Automation (MA) refers to a suite of tools designed to automate and streamline a company's marketing activities. It enables centralized management of the entire process, from lead generation and nurturing to customer management, campaign planning and execution, and performance analysis.

The primary advantage of MA is its ability to automate marketing tasks using tools, thereby reducing manual labor while simultaneously delivering personalized messages to individual customers. By implementing MA, companies can conduct more efficient and effective marketing, resulting in numerous benefits such as improved customer satisfaction, higher lead quality, and reduced costs.

Furthermore, MA allows for the centralized management and real-time analysis of large volumes of data compared to manual management. This empowers companies to consistently conduct marketing activities based on highly accurate customer data.

Reasons for Adopting Marketing Automation and the Benefits Gained

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In the modern era, customer needs and behavioral patterns have become highly diverse and complex. With the widespread adoption of the internet, the scope of marketing activities continues to expand, and managing them has become increasingly complex. In this environment, companies require advanced management to deliver the right message to individual customers at the right time.

To address these circumstances, traditional manual marketing tasks and management methods have reached their limits. Consequently, the adoption of Marketing Automation (MA) to automate marketing activities has become essential.

While the benefits of adopting MA are extensive, the primary ones are as follows:

Streamlining Marketing Activities

By using MA, companies can automate repetitive tasks such as email distribution and social media posting. This allows marketing professionals to focus on higher-level strategy development and creative work.

Personalization

MA manages vast amounts of customer data, enabling personalized communication tailored to each individual customer. This improves customer satisfaction and enhances the quality of leads.

Improving ROI

Through centralized data management and analytical functions provided by MA, companies can accurately grasp the results of each marketing activity. By correctly understanding these outcomes, businesses can make optimal investment decisions regarding where to allocate costs and resources. This makes it possible to improve the Return on Investment (ROI) of marketing efforts.

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Five Key Functions of MA and Examples of Their Application

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Let us take a look at the specific functions available.

Customer Segmentation Function

This function groups customers based on specific characteristics or behaviors. For example, customers can be segmented based on past purchase history, age, region, or website behavior to provide the most appropriate marketing activities for each group. This function enables the delivery of personalized messages, resulting in effective communication.

<Application Example>

One example of customer segmentation is the "Lifestyle Segmentation" practiced by some retail companies.

For instance, a company might use MA to analyze customer data, identifying customer groups with various lifestyles based on purchase history, interests, hobbies, and social media posts. These segments may include "Outdoor Enthusiasts" or "Eco-Conscious Consumers."

Next, the company implements personalized marketing activities tailored to each segment. For example, "Outdoor Enthusiasts" receive information on new outdoor products or events, while "Eco-Conscious Consumers" receive information on products made with environmentally friendly materials or eco-friendly initiatives.

While the above is a B2C example, visualizing the attributes and interests of client companies is also important for B2B enterprises.
Because corporate interests are harder to judge internally compared to individual interests, purchasing data or introducing specialized tools is ideal.

By providing information tailored to the preferences of each segment—such as introducing tools to customers interested in cloud migration or DX, or offering educational content and training support services to those interested in employee training—companies can increase customer engagement and conduct effective communication.

Email Marketing Automation Function

This function automatically sends emails based on specific triggers (e.g., website visits, completion of a purchase). It allows for the execution of automated email campaigns based on customer behavior and segments.

<Application Example>

A concrete example of email marketing automation is the "Abandoned Cart Email" frequently seen on e-commerce sites.

On e-commerce sites, there are frequent cases where customers add items to their shopping cart but do not complete the purchase process for some reason.

By using the email marketing automation function of MA, it is possible to automatically send follow-up emails to these customers, triggered by the cart abandonment. This allows the company to re-engage customers who intended to purchase but dropped off, leading them back to the site to complete the transaction.

Lead Scoring Function

This function assigns scores to leads based on their purchase probability, identifying which leads the sales team should prioritize. For example, leads are scored based on website behavior or email open rates, and the sales team prioritizes those with high scores.

<Application Example>

Companies acquire lead information from website visitors, document downloads, and webinar participants. These leads do not all have the same purchase probability. Therefore, it is resource-inefficient for the sales team to treat all leads equally.

This is where the MA lead scoring function is used to evaluate leads. Evaluation metrics include website behavior, email open and click-through rates, industry, job title, and company size.

Through this scoring, the sales team can prioritize high-scoring leads, allowing them to use sales resources efficiently and improve results.

Multi-Channel Campaign Management

This function centrally manages marketing activities across multiple channels, such as email, social media, and the web. This allows for consistent activities even for customers across different channels, and enables advanced cross-channel analysis.

<Application Example>

Suppose a company is planning a campaign for a new product launch across multiple channels, including social media posts, email announcements, a dedicated website page, and in-store POP displays or sampling.

By utilizing the multi-channel campaign management function of MA, the company can centrally grasp the status and response of campaigns across each channel, ensuring that a consistent message is delivered to customers.

Furthermore, by conducting cross-channel effectiveness analysis, the company can understand the impact of each channel and customer behavior across channels. This helps identify effective ways to utilize each channel and optimize marketing activities.

Reporting and Analysis

This function analyzes the effectiveness of various marketing activities and formulates improvement measures. By analyzing the results of marketing activities in detail, companies can understand what succeeded and what failed. Based on these analysis results, they can formulate effective improvement measures and optimize marketing activities.

<Application Example>

For example, suppose a company is running multiple email campaigns. Here, they use the MA reporting and analysis function to analyze in detail the open rate, click-through rate, and conversion rate (the rate of achieving target actions such as purchases or downloads) for each campaign.

This allows the company to understand which campaign performed best, which email content received the best response, and how the time or day of sending affected the response, which can then be applied to future distributions.

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Customer Success Stories Using MA

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By integrating MA with the corporate data tool uSonar, it is possible to maximize the effectiveness of MA adoption.

Case Study: Business Breakthrough, Inc.

Challenges Before Adopting uSonar

• Standardizing Fragmented Operations
• Building an Integrated System to Centralize Customer Information

Reasons for Choosing uSonar

• Extensive Track Record of Integration with Salesforce
• Unparalleled Quality and Volume of Data, Covering Even Branch Offices and Business Locations

Results Achieved

• New Business Meeting Volume Increased to 120%
• Direct Mail Response Rate Doubled
• Cross-departmental Utilization, Including Accounting and General Affairs, Has Become Established

For more details on this case study, click here

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In this article, we introduced the five key functions of Marketing Automation (MA) and provided concrete examples of how to utilize them.

To maximize the effectiveness of MA, the richness of segmentation axes is crucial.
Furthermore, it requires not just adoption, but proper understanding and operation. Why not start by understanding the key functions and putting them into practice?

Author

uSonar

uSonar Editorial Department

MX Group, Editor-in-Chief

We are the uSonar Editorial Department.
We provide information on data utilization and digital technologies useful for companies primarily engaged in B2B operations to rethink their future business practices.

uSonar is utilized by various companies
across all industries and sectors.

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  • Ministry of Economy, Trade and Industry.
  • Asahi
  • BIZ REACH
  • NITORI BUSINESS
  • FUSO
  • MIZUHO
  • PayPay
  • Ministry of Economy, Trade and Industry.
  • Asahi
  • BIZ REACH
  • NITORI BUSINESS
  • FUSO
  • MIZUHO
  • PayPay
  • Ministry of Economy, Trade and Industry.
  • Asahi
  • BIZ REACH
  • NITORI BUSINESS
  • FUSO
  • MIZUHO
  • PayPay
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo
  • RICOH
  • Bengo4.com, Inc.
  • Resona Bank
  • SAKURA internet
  • SATO
  • Sozon Information Systems Co., Ltd.
  • Suzuyo

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