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How To Use Marketing
Automation To Convert More
Leads to Sales
David Fallarme
Marketing @ HubSpot
We’ve all been exposed to crappy marketing
automation
How to build an awesome
marketing automation system
MARKETING
44,000+
CUSTOMERS
SALES
CRM
Marketing Automation 101
1
2
3
4
But before all of that,
you need leads!
Marketing automation
only works when you
have a database
Question:
how do you get leads?
Who are your Personas?
Free tool:
Make My Persona
Give them names,
flesh out their details
Ebooks & Resources
hubspot.com/resources
Free Tools & Microsites
website.grader.com
Now that you have more
leads…
Marketing Automation 101
1
2
3
4
Marketing Automation 101
Segment your leads1
2
3
4
Define your segments
Buyer’s journey?
Different personas?
Ebooks viewed?
There are many ways
to segment your
audience!
Marketing Automation 101
Segment your leads
Show them the right content
1
2
3
4
Treat people differently
based on segments!
Use Workflows
A workflow is series of automated actions
that you can trigger to occur based on a
person's behaviors or contact information
Create relevant content for your
segments
Different segments may be looking for
different types of content.
Avoid a “one size fits all” approach
Nurture with relevant
content
Customize CTAs
Change your website’s content based on your
relationship with the segment; show them a
relevant Call To Action
Read Blog
Talk to Sales
Marketing Automation 101
Segment your leads
Show them the right content
Set up triggers
1
2
3
4
Increase conversions with
perfect timing
Webpages visited
If Lead visits Page X, notify Sales
Social media
If Lead mentions us, notify Sales?
If Lead mentions us, send email?
@HubSpot
@HubSpot
(a quick story)
Marketing Automation 101
Segment your leads
Show them the right content
Set up triggers
Measure results
1
2
3
4
How do you know if your
automation programs are
working?
Measure workflow performance
Has your funnel improved?
Time spent on strategy?
Team can add more value?
Recap
Marketing Automation 101
Segment your leads
Show them the right content
Set up triggers
Measure results
1
2
3
4
Questions?
academy.hubspot.com
How to Use Marketing Automation to Convert More Leads to Sales

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How to Use Marketing Automation to Convert More Leads to Sales