Every project begins with a deep dive into your organization, including how you work, what you need to accomplish and details about your goals and objectives. We also work together to determine the “what if we could do this better” ideas for your marketing/campaign communications and business process improvement. As part of the analysis, we examine what other systems and processes need to be integrated to make this work, including: forms you may use on your website; your database of customers, prospects and partners; electronic document generation; and/or contract management/ execution – or more. For key processes, we will also visually document the step-by-step requirements to use as roadmaps in creating your operational automations, drip campaigns and nurture streams.

There are a wide variety of marketing and business process automation software choices available. Their sophistication, complexity and price points also run the gamut. Some include email marketing and SMS (text) – while others only do one. Some can tie into social media or contain a lightweight CRM system of their own. If and how they integrate into other software systems (for example, your existing CRM, ERP or Accounting systems) are not all created equal.

After Discovery is complete and your needs, current systems and goals have been identified, we’ll be ready to research, evaluate what is currently available to provide you with a shortlist of appropriate products. Once you’ve reviewed the options – seen demos, had a chance to discuss/debate, etc. – and choose the one you like the best, we’ll implement the planned automations and integrations.

Once we’ve implemented your new system, we’ll do our initial round of testing here at MLY to ensure automations and integrations are working as planned. Once we’ve confirmed, we will provide you with information and testing sequences to verify results for yourself.

Throughout the entire process, we are looking to implement an approach that is easy for you to maintain and flexible enough to evolve with your marketing communications and operational needs. An important element is to provide appropriate training for your designated team members who will be working within the system. The trainings include:

 “Keeper of the keys” training for your in-house gurus who will be responsible for managing your software system once the initial project is complete. This could include adding new users, creating new email campaigns, adding or updating automations, maintaining integrations – and more.

· Initial user training for your entire marketing/operations teams to introduce them to how the new system works at a high level, lay the groundwork for the functional area trainings plus how to use the help resources.

·Functional area trainings for your specific departments/teams to focus in on performing their activities in the system. This includes creating campaign assets, and tracking results.

 And all the trainings are recorded for you for future reference and to help with new employee onboarding.

 Ready to chat? Well, we’d love to.