In Marketing Automation

Most vendors offer some sort of training along with their marketing automation software. Sometimes it’s online training, or it costs extra, or it’s only offered in the form of manuals and product documentation, but most vendors provide some way to learn how their system works and how to get the most out of it. But there are some cases when the training provided just wasn’t adequate. When do you need to consider getting more training for your marketing personnel?

You Need Additional Training if Your Workers Don’t Have Strong Technical Skills

Marketing professionals tend to be highly creative types, and creative people are not usually the ones who tend to go into the STEM fields (science, technology, engineering, and math). If your workers are more comfortable with paint brushes than computer mouses, you probably need to get them some training. Some of the features and functionality are intuitive, while others are hard to remember even for advanced computer users. Get the non-techies the help they need to thrive.

You Need Additional Training if Your Workers are Slow to Embrace Your New System

Have months gone by and a large percentage of your marketing workers still aren’t using the system or not using it to its full potential? This might be because they don’t understand it well enough. Once they understand what these tools are capable of and how to use them, it’s unlikely you’ll have trouble achieving full adoption.

You Need Additional Training if Your Workers Aren’t Leveraging the More Advanced Features of Your System

Did your vendor promise lots of golly-gee-wow features that you just aren’t seeing realized? It might be because your workers aren’t sure how the higher-level functions work. Training can help you get the most out of your system, especially if it is a particularly fancy one with lots of bells and whistles, or if you got lots of customized features added.

You Need Additional Training if Your Marketing Automation System is Highly Customized

More customization means a more complex system, and the documentation might not cover it since it’s unique to your system. Make sure you get the most ROI for your customization by getting the right training for your employees to use it correctly and thoroughly.

You Need Additional Training if Your Company Plans to Engage in Systems Integrations

Marketing automation

Giving your team more tools for collecting data and building customer relationships is great — just make sure they have the know-how they need to make the most out of all the new toys.

If you plan to integrate your marketing automation tool with your CRM, email marketing tool, or other software systems, you will need to invest in the right training so your workers understand all of the new capabilities and functionality. Integrating disparate software packages sometimes results in a system that is more than the sum of its parts, so be sure your marketing department gets the most out of integration by supplying the training they need.

Training assures that you’re getting the most out of the data collection capabilities of your marketing automation system. ReachForce helps marketers increase revenue contribution by solving some of their toughest data management problems. We understand the challenges of results-driven marketers and provide solutions to make initiatives like marketing automation, personalization and predictive marketing better. Whether you have an acute pain to solve today or prefer to grow your capabilities over time, ReachForce can unify, clean and enrich prospect and customer lifecycle data in your business, and do it at your own pace.

To learn more about how ReachForce can help you optimize demand generation and your impact on revenue, get a free data assessment today.