---
title: Using Marketing Automation to Grow and Optimize Your Business
description: You don't have to be tech-savvy to optimize your marketing strategy. Learn about marketing automation and how you can make the most out of it.
image: https://bpc.naifa.org/hubfs/Business%20papers%20and%20a%20cup%20of%20coffee%20on%20the%20table.jpeg
---

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# Blog

###### 2 min read

# [Using Marketing Automation to Grow and Optimize Your Business](https://bpc.naifa.org/blog/using-marketing-automation-to-grow-and-optimize-your-business)

 By [NAIFA](https://bpc.naifa.org/blog/author/naifa) on 5/17/22 10:00 AM

###### Topics: [Marketing](https://bpc.naifa.org/blog/topic/marketing) [Social Media Marketing](https://bpc.naifa.org/blog/topic/social-media-marketing) [Grow Your Business](https://bpc.naifa.org/blog/topic/grow-your-business) [Protect Your Business](https://bpc.naifa.org/blog/topic/protect-your-business)

![](https://bpc.naifa.org/hubfs/Business%20papers%20and%20a%20cup%20of%20coffee%20on%20the%20table.jpeg)

As a results-driven business owner, you know your time is valuable. You want to spend it on [adding value to your business](https://www.indeed.com/career-advice/career-development/creating-value-for-customers#:~:text=What%20does%20it%20mean%20to,need%20to%20outweigh%20its%20cost.). That's why you need an effective marketing automation strategy in place. Marketing automation can take care of the repetitive tasks so you can focus your efforts on the most important aspects of your job.

The best part is that you don't have to be technical or computer savvy to benefit from marketing automation. There are many tools available for free and affordable options that allow you to create great-looking landing pages, build email campaigns, track conversions, send emails, and much more.

## **Understanding Marketing Automation**

Marketing automation is software designed to help businesses market themselves better by automating monotonous work. The goal is to ensure every customer receives relevant content at the right time while also making sure salespeople can contact everyone who wants to buy from them.

This sounds like a lot of work, but once set up correctly, marketing automation will save you hours each week. And if you're not using all the features available, you may be missing out on some pretty powerful stuff.

## **How can You Get the Most out of Marketing Automation?**

To get the most out of marketing automation, there are three main things you should do.

- ### **Set Up Your Campaigns Correctly**

You'll start by setting up a campaign. Here, you define your goals and objectives. For example, maybe you would want to increase website traffic by 20%. In this case, you'd set up a series of rules to achieve this objective.

- ### **Use the Right CRM Tools**

You want to use a CRM tool that integrates seamlessly with your marketing automation software. For example, if you're using HubSpot, you'll want to ensure you're using the [HubSpot connector](https://webhelp.optimizely.com/latest/en/addons/ma/hubspot.htm) to help you track every action the customer takes. 

- ### **Track Everything**

Once you've got everything set up, you'll want to [keep track of everything](https://bpc.naifa.org/blog/12-metrics-website-owners-will-be-tracking-in-2022-and-beyond) Make sure you're recording data about every single interaction with your customers. This enables you to develop a seamless and accurate approach to serving tons of customers at a time.

## **Implementing Your Strategy**

Whether you're looking to attract more quality leads, create top-quality content, enhance customer experience, or make your life easier, marketing automation has something for every marketer. And remember, marketing automation isn't just for big brands. If you're ready to grow your small business, marketing automation is a great place to start. When you're ready to get started, you can follow this easy-to-use [guide](https://blog.hubspot.com/sales/how-to-use-crm).

[Follow NAIFA on Twitter](https://twitter.com/naifa) for more useful information on building your book of business. You can also [contact us](https://solutions.naifa.org/contact) online to learn more about boosting your business performance through innovative solutions!

- [Tweet](https://twitter.com/share)

# TOPIC LIST :

- [Grow Your Business (77)](https://bpc.naifa.org/blog/tag/grow-your-business)
- [Business Performance Center (69)](https://bpc.naifa.org/blog/tag/business-performance-center)
- [Marketing (32)](https://bpc.naifa.org/blog/tag/marketing)
- [Prospecting (28)](https://bpc.naifa.org/blog/tag/prospecting)
- [Potential Partners for Advisors (21)](https://bpc.naifa.org/blog/tag/potential-partners-for-advisors)
- [Small Business (20)](https://bpc.naifa.org/blog/tag/small-business)
- [Social Media Marketing (20)](https://bpc.naifa.org/blog/tag/social-media-marketing)
- [NAIFA Partner (17)](https://bpc.naifa.org/blog/tag/naifa-partner)
- [Insurance (13)](https://bpc.naifa.org/blog/tag/insurance)
- [Sales & Marketing (12)](https://bpc.naifa.org/blog/tag/sales-marketing)
- [Webinar (12)](https://bpc.naifa.org/blog/tag/webinar)
- [Financial Planning (9)](https://bpc.naifa.org/blog/tag/financial-planning)
- [Protect Your Business (8)](https://bpc.naifa.org/blog/tag/protect-your-business)
- [Sales (8)](https://bpc.naifa.org/blog/tag/sales)
- [Running Your Practice (7)](https://bpc.naifa.org/blog/tag/running-your-practice)
- [Professional Development (6)](https://bpc.naifa.org/blog/tag/professional-development)
- [Technology Tools (6)](https://bpc.naifa.org/blog/tag/technology-tools)
- [Press Release (5)](https://bpc.naifa.org/blog/tag/press-release)
- [Research/Trends (5)](https://bpc.naifa.org/blog/tag/research-trends)
- [Technology (5)](https://bpc.naifa.org/blog/tag/technology)
- [Benefits (4)](https://bpc.naifa.org/blog/tag/benefits)
- [FinTech (4)](https://bpc.naifa.org/blog/tag/fintech)
- [Financial Literacy (4)](https://bpc.naifa.org/blog/tag/financial-literacy)
- [Financial Wellness (4)](https://bpc.naifa.org/blog/tag/financial-wellness)
- [Referrals (4)](https://bpc.naifa.org/blog/tag/referrals)
- [Social Media (4)](https://bpc.naifa.org/blog/tag/social-media)
- [Lead Generation (3)](https://bpc.naifa.org/blog/tag/lead-generation)
- [Leaders (3)](https://bpc.naifa.org/blog/tag/leaders)
- [Life Insurance & Annuities (3)](https://bpc.naifa.org/blog/tag/life-insurance-annuities)
- [LinkedIn (3)](https://bpc.naifa.org/blog/tag/linkedin)
- [Apex (2)](https://bpc.naifa.org/blog/tag/apex)
- [CRM (2)](https://bpc.naifa.org/blog/tag/crm)
- [Diverse Markets (2)](https://bpc.naifa.org/blog/tag/diverse-markets)
- [Diversity (2)](https://bpc.naifa.org/blog/tag/diversity)
- [Group & Employee Benefits (2)](https://bpc.naifa.org/blog/tag/group-employee-benefits)
- [Long-Term Care (2)](https://bpc.naifa.org/blog/tag/long-term-care)
- [Planning in Advance (2)](https://bpc.naifa.org/blog/tag/planning-in-advance)
- [Practice Management (2)](https://bpc.naifa.org/blog/tag/practice-management)
- [Retirement Planning (2)](https://bpc.naifa.org/blog/tag/retirement-planning)
- [Reverse Mortgages (2)](https://bpc.naifa.org/blog/tag/reverse-mortgages)
- [iLife (2)](https://bpc.naifa.org/blog/tag/ilife)
- [#NAIFAProud (1)](https://bpc.naifa.org/blog/tag/naifaproud)
- [Advanced Planning (1)](https://bpc.naifa.org/blog/tag/advanced-planning)
- [Advisor Today (1)](https://bpc.naifa.org/blog/tag/advisor-today)
- [Books (1)](https://bpc.naifa.org/blog/tag/books)
- [COVID-19 (1)](https://bpc.naifa.org/blog/tag/covid-19)
- [Compliance (1)](https://bpc.naifa.org/blog/tag/compliance)
- [Consumers (1)](https://bpc.naifa.org/blog/tag/consumers)
- [Continuing Education (1)](https://bpc.naifa.org/blog/tag/continuing-education)
- [Disability Income Insurance (1)](https://bpc.naifa.org/blog/tag/disability-income-insurance)
- [Disability Insurance (1)](https://bpc.naifa.org/blog/tag/disability-insurance)
- [Extended Care (1)](https://bpc.naifa.org/blog/tag/extended-care)
- [Investing (1)](https://bpc.naifa.org/blog/tag/investing)
- [Legacy Planning Tools (1)](https://bpc.naifa.org/blog/tag/legacy-planning-tools)
- [Limited & Extended Care Planning Center (1)](https://bpc.naifa.org/blog/tag/limited-extended-care-planning-center)
- [Loyal Member (1)](https://bpc.naifa.org/blog/tag/loyal-member)
- [Medicare (1)](https://bpc.naifa.org/blog/tag/medicare)
- [Members (1)](https://bpc.naifa.org/blog/tag/members)
- [Peak Performance Tips (1)](https://bpc.naifa.org/blog/tag/peak-performance-tips)
- [Podcast (1)](https://bpc.naifa.org/blog/tag/podcast)
- [Producer Sales & Marketing (1)](https://bpc.naifa.org/blog/tag/producer-sales-marketing)
- [Retirement Plans (1)](https://bpc.naifa.org/blog/tag/retirement-plans)
- [Talent Development Center (1)](https://bpc.naifa.org/blog/tag/talent-development-center)
- [Tax Savings (1)](https://bpc.naifa.org/blog/tag/tax-savings)
- [Taxes (1)](https://bpc.naifa.org/blog/tag/taxes)

###### [** Previous Post](https://bpc.naifa.org/blog/create-meaningful-relationships-with-their-hnw-clients-adult-children)

[![Simon Reilly Advisor Today Contributor NAIFA](https://bpc.naifa.org/hubfs/Simon%20Reilly-1000x620px.png) ](https://bpc.naifa.org/blog/create-meaningful-relationships-with-their-hnw-clients-adult-children)

###### [Creating Meaningful Relationships With HNW Clients’ Adult Children](https://bpc.naifa.org/blog/create-meaningful-relationships-with-their-hnw-clients-adult-children)

###### [Next Post **](https://bpc.naifa.org/blog/a-guide-to-creating-a-podcast-to-build-your-brand)

[![microphone](https://bpc.naifa.org/hubfs/Studio%20microphone%20in%20radio%20studio.jpeg) ](https://bpc.naifa.org/blog/a-guide-to-creating-a-podcast-to-build-your-brand)

###### [A Guide to Creating a Podcast to Build Your Brand](https://bpc.naifa.org/blog/a-guide-to-creating-a-podcast-to-build-your-brand)

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