The stakeholders for marketing automation are a pretty wide bunch of people. You’ve got your marketing team, your CRM team, your website team, and your sales team. Getting all these people together can be a challenge, so here are a few keys to identifying and approaching these stakeholders. This goes without saying, so I keep it simple.
Your e-mail, blog, website, social, mobile, and offline strategists will all need input on your marketing automation tool, so make sure that you include everyone on your team. Integrating to your CRM is a big aspect of marketing automation. If you do not have a CRM tool, you can use one of the many marketing automation tools that have a built-in CRM. If you do have a CRM, you need your CRM admin to be involved at each step. You must have a website if you use marketing automation.