Marketing Automation Checklist – A Complete Guide

If you are interested in marketing automation, then you probably are aware of the marketing automation platforms in the digital landscape. There are numerous marketing automation platforms, each with their own approach towards automation. 

Now, a marketing automation checklist is the basic block that allows you to land on the perfect marketing automation platform that enhances your business growth and revenue. There are so many marketing automation features each with its own set of marketing automation capabilities. 

Who needs marketing automation? What are the best marketing automation features for the future? And most importantly what are the marketing automation platforms out there that can elevate your business? 

These are some of the common questions that come to mind whenever a business or an individual thinks about marketing automation. Apart from providing you with the perfect marketing automation checklist, this blog focuses on answering all the critical questions with respect to marketing automation. 

When it comes to automation checklist templates, there is no one size fits all. You need to know your requirements before starting the lookout for the best marketing automation platforms. 

Here, we bring to you the best of marketing automation with in-depth market analysis of the current trend, also, this will help you in predicting the future of marketing automation checklist. 

“Effective marketing through technology” is what marketing automation is all about. There are numerous marketing automation platforms, marketing automation tools, marketing automation requirements, and most importantly selecting the right digital automation tools; all these put together will result in an ideal marketing automation cycle. 

With consumers targeted from all the directions by marketing messages, now is the right time to include innovative ideas and methods in your marketing campaign. Designated marketing teams should focus more on the bigger picture while formulating the simpler tasks. There are so many challenges to overcome when it comes to marketing and marketing automation steps in with folded sleeves for help. 

What is marketing automation?

marketing automation capabilities

To put it in simple words, marketing automation is the process of identifying potential customers with automated technologies and nudging them towards sales readiness. As mentioned earlier there are numerous marketing automation platforms in the digital space today but each one serves a different purpose. 

Marketing automation plays a huge role in improving the efficiency of the sales funnel. It quickly turns a broad base of leads into happy customers using a combination of techniques. Generally marketing automation automates the entire process before a sales team can come in and close the sale. 

Marketing automation has changed the spectrum drastically. In the earlier days of marketing, the task of education and awareness played a crucial part in bringing in more customers. But, things have taken a turn for the better with the implementation of marketing automation. 

Marketing automation can supply useful content that develops trust in and respect for your brand, quickly and easily helping leads to understand what it is they’re getting. Further along, when prospects have narrowed down the types of products they’re interested in, you can reach out with targeted messaging, specifically tailored to the groups that could best help to grow your brand. 

Your marketing automation goals are imperative and they need to match with the marketing automation checklist. Select the perfect marketing automation platform that can provide digital marketing evaluation tools for improving every single aspect of your business. 

How to select your automation tool?

Marketing automation is no longer an unwanted luxury but a mandatory part of your business success. In a recent survey it is estimated that approximately 67% of the total market rely on effective marketing automation platforms, it makes the task efficient and allows you to allocate resources effectively. The percentage of campaign automation tools is increasing at a rapid pace and this is the perfect time to formulate your automation checklist template. 

how to select your marketing automation tools

From a B2B marketing perspective, ideal go-to marketing automation allows you to completely eliminate guesswork from lead nurturing equations. Also, having the right marketing automation platform and checklist will centralize marketing sales and deliver a personalized user experience. 

In other words, software and web-based services basically replace manual processes that are considered repetitive. As a result, the functions of marketing automation are:

  • Marketing intelligence
  • Web-based archive and real-time traffic analysis
  • Workflow management
  • Built-in or integrated CRM
  • Marketing campaign monitoring
  • Lead management, scoring and nurturing
  • Data orchestration

When it comes to marketing automation CRM integration checklist, it points to one thing and that is marketing automation allows you to make more money for less effort by increasing productivity. 

Now, coming to the important aspects of selecting the best marketing automation platform or tool there are certain points to be taken into consideration. 

While formulating your marketing automation checklist, these below points are essential and imperative in defining the best marketing automation features.


When you are formulating a marketing automation checklist the initial priority must be given to selecting the marketing automation platforms. 

The first thing to make note of is; can the platform meet my business requirements? Of course, it will be checked, most of the time these platforms can get you from X to Y without any hassle but can it go beyond and nudge you to Z. 

Well, to put it bluntly, can the marketing automation platform you have zeroed on go beyond the usual and assist in crucial times?

Make it a mandatory part of your marketing automation checklist. The marketing automation features must include it and also the digital marketing evaluation tools embedded within it must meet the requirements during times of emergency or utmost need. 


It is not a problem when you take time to finalize your marketing automation platform but it is important to know how quickly the platform can get you from start to value? 

When you are preparing a checklist with marketing automation requirements, speed is an imperative part. Apart from automating tasks, timing is important. Also, when planning on a marketing automation audit checklist, the need for having the best results in a jiffy is essential. 

From initiating to delivering results, a marketing automation platform must be equipped to handle it. 

Hidden Cost 

The buyer must be cautious while making a purchase in the digital space. Most of the time, novice marketers get trapped in the “fine print” details that escalate the cost or reduce the marketing automation platforms performance drastically. 

What will be the complete cost for strategic planning and perfect implementation of the plan?

This should be the question on top the list when preparing a marketing automation checklist. As mentioned earlier, there are numerous platforms out there and it is your responsibility to select the ideal one. 

The complete cost must be mapped out before the planning phase. Hidden cost or fine prints must be laid out in the open by the seller. This will improve the seller’s credibility and also allows the buyer to understand the financial position.  

When it comes to marketing automation goals, cost is one big thing that is holding the majority of the interested buyers back. Therefore, transparency is the key when it comes to pricing of the products and their functionality. 

Ease of Use

When it comes to handling marketing automation platforms, ease of use is an important thing in the checklist. This allows the admin as well as other users of the platform to manage things easily.

Is the platform intuitive and easy to use? 

This is the main question asked by many marketers. The go-to-market automation involves the criteria of ease of use as an important one and that means it holds top priority in the digital automation tools. 

The ability to handle the platform effectively will increase the user base, eventually down the line, there will be a massive increase in loyal users for your marketing automation platform.

Ease of use occupies a place among the top when it comes to digital automation tools, make it user-friendly and the user will always be your brand-friendly. 

Integration Support 

As you already know, integration is a headache when it comes to marketing automation goals. This needs to be minimized and for that, the process of integration must be buttery smooth in all aspects. 

Note: Major questions to be answered under integration

  1. How difficult will the integration be?
  2. How long will it take for complete integration?
  3. Is it native or does it need an API?
  4. Is it development intensive? 

These four basic questions must be answered without any doubt for having a perfect integration. The majority of the users will be requesting support when it comes to integration because nobody wants to mess it up. 

While formulating a marketing automation checklist, you will need to have a separate place for selecting the perfect marketing automation platform and in that, you need to have integration as an imperative aspect. This determines the time period of a user staying with you. When the process of integration is trouble-some then the user will eventually start looking for the next platform. 

Make sure the integration part of the marketing automation platform you are selecting is at the top of its game, else, you need to make a switch after the initial honeymoon phase. 

Onboarding Users 

Perfect user onboarding is one of the most important parts when it comes to selecting the right marketing automation platform. 

To understand more about a successful user onboarding, you need to look closely at a successful SaaS product. When selecting a product or a platform for marketing automation you need to look closely at the user onboarding process. 

Hey, let me tell you a little secret.

Have a complete understanding about the entire onboarding process, it must be suitable for your team. The vendor’s onboarding must match your team’s requirements and most importantly the vendor must have a dedicated team to help you out in the initial stages. 

There are so many factors to be considered when analysing the user onboarding process. It needs to be looked at more closely and it must match your requirements. 

No glitch whatsoever, because onboarding is the first step of perfect marketing automation and it needs to be clear and precise. 

Platform Resource and Support 

When you are close to zeroing in on a particular marketing automation platform, you need to know about their support and platform resources. 

Things like this will make a huge difference in the long run. Surrounding the support offered for a platform, there are certain questions that need to be answered beforehand. 

  1. For how long will the support be offered? 
  2. To what end is the support included?
  3. Does the platform support Account-Based Marketing (ABM) tactics?
  4. Does it support the roll-up of contact level engagement data? 

These questions need to be answered honestly before zeroing in on the marketing automation platform. Marketing automation checklist means looking into every aspect of marketing automation and making the best out of it. 

Data Synchronization 

Does the platform you have finalized provide automatic data synchronization? This needs to be on the top of your list when it comes to finalizing the platform. In the realm of digital marketing evaluation tools data handling is crucial. 

There are some marketing automation platforms out there which require continuous monitoring from your IT resources for perfect synchronization, it is not good. 

Manual synchronization or requiring resources for monitoring is not a good thing, the unwritten rule of marketing automation CRM integration checklist is to have an end to end automation. Manual interference in the process reduces the value of marketing automation and results in errors or flaws that can damage the entire setup.

Formulate your Marketing Automation Strategy 

The perfect marketing automation checklist revolves around having an ideal strategy in the first place. 

The basic marketing automation strategy should meet all your business requirements without any compromises. In the previous part of the article we have discussed the importance of choosing an ideal marketing automation platform, similarly, when formulating a marketing automation strategy there are some basic and important steps that should never be ignored. 

The following are simple steps that help build a basic marketing automation strategy and advance it further as you gain more insight and experience:

formulate marketing automation strategy

1. Set and Prioritize Goals 

In life or in business, setting and prioritizing goals is important. It determines the entire outcome of your operation. For example, when you are ready to launch a product into the market, the goals and objectives of it must be clearly defined before going live with the product. 

When you compromise on the goals, marketing automation capabilities are restricted. It should never be restricted. 

Some of the best examples are: 

  1. I want to generate more leads by increasing traffic to my website
  2. I want to run multi-channel campaigns that are consistent and
  3. I want to be able to integrate marketing automation with all of my current technology vendors
  4. I want to sell more my products to my existing customers

These examples will give you an idea of setting up proper goals and objectives. When you answer the question “who needs marketing automation?” the ability to set goals will be clear. This will enhance the business reach and brand awareness. 

When preparing a marketing automation checklist these milestones and points you are planning to reach must be highlighted. A clear checklist revolving around the goals and how you prioritize it will imply the importance of automating your tasks. 

2. Mapping Customer Journey

Your customer journey map is a visual presentation of the process a customer or prospect goes through to achieve a goal with your company. With the help of a customer journey map, you can get a sense of your customers’ motivations – their needs and pain points.

mapping customer journey
  1. Clear Objective 
  2. Profiling Persona 
  3. Precise Goals 
  4. Target Customer Persona 
  5. Customer Touchpoints 
  6. Follow Customer Path 
  7. Make required Changes 

Most customer journey maps start as Excel sheets that outline key events, customer motivations, and areas of friction within the user’s experience. Then, this information is combined into a comprehensive vision that describes an average experience with your business.

3. Define Customer Segments

The art of elevating your business and racing the entire digital population involves understanding your target audience and loyal customers. It is essential to know your customers. You can segment them by sales volume or web visits or by industry, etc. You choose your segments.

These segments must be included in your basic strategy. They should hold a prominent place in your marketing automation checklist. Clear segmentation allows better understanding of your entire audience base. 

Segmentation, preparing smaller pieces from a larger chunk. This makes understanding better and easier, when a complicated problem is broken down into smaller puzzles, it will be easier to solve. Clear and more clear segments will narrow down the solution before it becomes too large to handle. Moreover, based on the segments you can target your automation marketing campaign, this will intensify the campaign automation tools efficiency.

4. Content Assessment

When it comes to content, there is no one size fits all. It applies for marketing automation checklists as well as a perfect marketing automation strategy. We all have different tastes and preferences. We are attracted to different flavors.

There are those that desire content that is factual to the point. On the other hand, some people desire a substance that triggers emotions. Yet, there are those in-between. Tune your content to suit specific customer segments that you have identified. Use marketing automation tools to identify customer behavior to recognize which segment they belong to and unleash appropriate content delivery.

More importantly, critically assess your content in terms of validity, reliability, and effectiveness in terms of meeting customer’s informational needs, satisfying pain points, and achieving your overall marketing goals.

5. Deliver to Specific Segment

If you have the perfect segmentation, then delivering specific messages to a particular segment will not be a problem. 

Why do you need a specific message for every segment? Well, to put it simply, an American will be comfortable with English speaking movies whereas a Korean will not be. Likewise, each segment requires a different message to meet their expectations. This will result in better customer rapport. 

By including this part in your marketing automation strategy, half of your perfect marketing automation checklist is completed. 

Conveying the right message without any hassle through an automated process is the biggest challenge faced in the digital marketing spectrum. This needs to be dealt with during the planning phase itself. 

Once you are ready with the perfect marketing automation strategy, it is time to bring out the best marketing automation checklist embedded with all the marketing automation features and capabilities. 

Marketing Automation Checklist – Features and Requirements

Well, now coming to the important aspect of the article, marketing automation features and capabilities that must be included in the marketing automation checklist to make it a best one before going live. 

The points in these checklists are mandatory and are effective in delivering the best results possible. Starting from digital marketing evaluation tools to executing the perfect marketing automation goals, a checklist must cover all the bases. 

By keeping in mind the present and future of a marketing automation audit checklist, these pointers are presented here. They act as a basic building block in making the best use of marketing automation. 

marketing automation features and requirements

Lead Gathering and Nurturing

The most essential and powerful one among all the functionalities when it comes to marketing automation features. This holds a top spot in the marketing automation checklist. 

To put it simply, this is the process of building relationships with buyers and customers through the sales funnel with the intention of creating a lifelong customer. It focuses marketing efforts on understanding the needs of customers and aims to provide information and assistance they need. This is a crucial part not only of marketing automation but also for building your business. A customer-centric approach with the intention of increasing a loyal customer base. 

Including this part in the initial stages of an automation checklist template will shed more light on the process as well as the results that can be achieved over a long period of time. 

The ability to nurture leads depends on various factors;

  1. Customer behaviour 
  2. User demographics 
  3. Buying stage 
  4. Navigation pattern 
  5. Ease of use

Nurturing leads will go hand in hand with that of the effective lead generation programs. It is a high priority among all the marketing and sales teams. With the ever expanding marketing automation capabilities, nurturing leads is a perfect method to stay ahead of the tide. 

Apart from budding more leads into the funnel, nurturing the right leads will improve brand visibility. When it comes to looking in the right direction, lead nurturing is the place to start the marketing automation checklist. 

Lead Filtering – An important aspect of lead nurturing is lead filtering. As the name suggests this is the place where all the unnecessary leads are filtered. Only the potential leads are moved to the next phase. This saves marketing teams’ time by directing them where to focus their efforts and increases the likelihood that you’ll contact the right leads at the right time, which makes you money! 

End-to-End Automation – Lead filtering should be an automated process under certain predefined conditions. There should not be any manual interference once the conditions are defined. This will increase the value of every single digital marketing evaluation tool and thereby improve better customer engagement. When you have the right leads there will be no hassles for the sales teams to approach them. 

Retaining Customers –  All this culminates in improved customer retention rates. Marketing automation should provide structured campaigns tailored to each stage of the customer relationship. The goal is to influence future decisions and build a long-term partnership between you and your customers.

These are the important aspects of any marketing automation checklist, irrespective of the marketing automation platforms you choose these points pertaining to lead generation must be there in your checklist. 


By this stage in your marketing automation checklist, you should have a clear understanding about the usability of the entire automation process. Apart from the regular ones, there are certain important aspects that are often ignored. 

Formulating a marketing automation checklist will help you during the final stages of the process. The most important thing is, for a productive marketing automation solution, it must handle the following apart from integration with your CRM. 

Email batch and trigger: Send large quantities of email; track and report on email deliveries, opens, and clicks; automatically send triggered email responses based on the recipient’s actions or behavior; and track clicks on specific links within

Email deliverability: Ensure your messages are being delivered and find fixes for low- deliverability

WebForms: Place web forms on landing pages, microsites, or your website, and progressively collect information from visitors with each subsequent site

Mobile: Optimize emails for mobile phones and tablets as well as monitor, test and react to how your customers interact with your mobile phone

A/B Testing: Experiment with subject lines, copy, graphics, call-to-action, frequency, etc. to see which emails are performing best and test content on landing pages, social ads, display ads, and more based on segmentation.

Templates/libraries: Take advantage of templates and pre-built programs for email, landing pages, webinars, trade shows, lead scoring, and lead nurturing

SEO: Analyze keyword rankings for you and your competitors; generate lists of new keywords; gain recommendations on web and landing page optimizations; identify inbound links

Cloning: Quickly replicate successful campaigns with minimal effort

Calendars: View all of your events and campaigns in a color-coded, centralized team calendar and easily compare them to

Social: Segment and score based on activity within social Increase engagement with social programs such as referrals, sweepstakes, and social share buttons.

Lead lifecycle management: Easily and effectively engage, track, nurture, and manage all leads at each stage of the Campaign/Deployment.

All these things must be an integral part of your marketing automation checklist, this will allow you to deliver upon the results without any shortcomings. Yes, formulating a perfect checklist is a crucial process, we get it, and that is why we have done the research for you. These pointers are essential for any marketing automation checklist as they enhance the standard of digital automation tools in your inventory. 

CRM Integration

Yes, CRM integration is imperative and it leads the way for proper functioning of your entire marketing automation capabilities. 

Also, there are two vital parts in CRM integration:

  1. Lead History 
  2. Simple Integration 

These are the basic and crucial components of any CRM integration. When you are preparing a checklist that is capable of handling all your marketing automation requirements, CRM integration holds a prominent place. 

Whatever CRM software you may be using, it will be embedded with a long list of features. A proper marketing automation CRM integration checklist should clearly denote the hand -in-hand combination of them. 

Marketing automation and CRM softwares are a match made in heaven. They are created and equipped to work together, but a majority of the digital population is not aware of it. Marketing automation features that integrate seamlessly with customer relationship management platforms make for a powerful combination. It’s easy to automatically sync custom objects and fields between the two with simple integration capabilities.

Feed lead history and other crucial data to your CRM from your marketing automation software features and vice versa to keep prospect’s information in front of your teams. A new record is created every time a lead is generated and then assigned to a salesperson to follow up. Sales teams can pinpoint when that lead last visited your site, what they looked at and if they requested any other information. Your marketing efficiency will never be the same.

Diversified Campaigns 

Diversified campaigns can also be called multiple channel campaigns. They are vital to any marketing automation checklist, as a matter of fact, all the pointers presented here are crucial to any successful marketing automation checklist. 

They are essential in tracking cross-channel performance of every single campaign. It will assist you in delivering personalized messages to nurture emails and co-ordinate your marketing plans across channels. This will enable you to know the performance of every single campaign in real-time across all the channels. Thereby enabling you to make real-time changes and also will provide invaluable inputs for the future campaigns. 

When the multi-channel campaigns are monitored closely they tend to change the course of your digital marketing efforts, of course for the better. 

Without any doubt, a complete diversified campaign is capable of handling all the essential requirements. When you are preparing a marketing automation audit checklist, the campaign performance must be included for future reference or even for any real-time changes. It increases the potential of every single campaign and also enables you to deliver better audience-targeted campaigns. 

Personalization in Real-time 

Real-time personalization is always effective, that too with a perfect marketing automation platform, the potential is limitless. 

Personalize emails, landing pages, and website content for different site visitors based on their behaviors and attributes; personalize content in your content management system; and use tokens to auto- populate messages with program-specific information (such as names and dates), all these personalization will result in increased audience engagement. 

When you have the required data for personalization with the help of an effective marketing automation platform, then you will be astonished at how it increases audience engagement and customer base. 

The perfect end-to-end personalization will enable you to handle all the essential parts of perfect real-time personalization. Make changes whenever and wherever necessary with an accurate checklist. 

Team Alignment

The right marketing automation platform helps unite everyone on your marketing and sales teams. To that end, find a solution that enables:

Database integration: Enable your marketing automation and CRM system to sync in real-time so that your data is always up-to-date, allowing you and your sales team to act quickly. 

Lead scoring: Use multiple scores for multiple products; score website visits and form-fills based on their relevance; score based on complex behaviors; and separate interest from the fit. Add scores for positive engagements such as visiting your pricing page and subtract scores for negative engagements such as inactivity or visiting your careers

Sales insight: Filter and present sales with the most useful, relevant prospect data; trigger sales alerts based on lead activity and even prioritize alerts based on content downloaded or other actions taken; and prioritize leads by who is most likely to Allow sales to send and track marketing-approved email templates and add prospects to nurture campaigns. 

The right marketing automation checklist must include all these pointers as they are vital in zeroing in on the right marketing automation platform. Make use of the data handed over to you through an effective marketing automation platform, so that you can make drastic improvements in the desired direction. 

Lead Management 

Lead management is another fundamental feature of marketing automation. Moving leads through the entire marketing funnel, all while passing this information to and from your CRM, is a huge task and should be handled effectively by the chosen marketing automation platform.

Capturing leads in order to generate marketing opportunities is another expected marketing automation capability. This capability allows users to convert anonymous website visitors into leads by customizing landing pages with capture forms to entice leads to enter their information.

Lead Capturing is also a part of lead management where things take a turn for the better. It enables you to effectively handle the leads obtained. Every lead is crucial and managing it in the best possible way will allow you to gain traction and momentum in the way you are moving. 

Intensified Leads- An often sought after but challenging functionality to master in marketing automation. It is the process of ranking prospects against various scales and metrics to determine their perceived value to your organization. This helps prioritize which leads to focus on, and in what order. It does this by allowing users to utilize customizable qualifiers.

This feature lets users determine what stage of the buying cycle prospects are in and target them accordingly. This function allows organizations to gather data about the types of customers they are attracting and the behavior of those customers to improve their experience with the company.

Being the fundamental quality of any marketing automation platform, this needs to be effective in every single aspect. Moreover, this will enable you to have a clear view about the near future changes and improvements that are required. 

Campaign Management 

Marketing campaigns can manage a range of campaign types across various channels. 

The goal is to send your customers the right information at the right time via the right channel to get them interested in your product or organization. Campaign management involves the planning, execution, tracking and analysis of these campaigns.

Campaign management should include integrated campaign automation — this means that every step of the campaign takes place within the same interface and doesn’t require users to bounce around between systems. 

The ability to assign multiple assets to single campaigns is important for the same reasons. Marketers shouldn’t need to create multiple campaigns to promote different products; a marketing automation platform needs to be all-in-one.

A great platform should let your sales and marketing teams work together like a well-oiled machine. It facilitates collaboration and communication to improve campaign execution and efficient opportunity management. Make sure campaign management within your platform supports both inbound marketing and outbound campaigns.

Landing Pages

Landing pages are what your customers see when they click on a link or advertisement. Marketing automation applications automatically forward lead details from these landing pages and other critical information to the sales team as soon as a prospect completes the information form. 

They are used for lead generation, and whatever actions a visitor takes on a landing page determines an advertisement’s conversion rate. They are often linked to social media, email campaigns and search engine campaigns.

The goal of a landing page is to obtain leads, and a landing page should always include a call to action to get that visitor in contact with the company or facilitate a sale. Many platforms provide professionally designed templates for landing pages to efficiently reuse content and streamline the creation process.

While some organizations may choose to utilize landing page builder services independently or within a content management system, many marketing automation systems have excellent landing page builders. If this is a requirement of yours, make sure you select a landing page builder that isn’t just flexible and easy to use, but also mobile-friendly.

Email and Social Marketing 

Email marketing is a very valuable channel for marketing campaigns. It includes activities like sending emails to enhance customer relationships, acquire new customers, distribute advertisements and make sales. Tracking these campaigns can provide ROI information, as well as track visitor engagement and other customer data.

Email marketing allows marketers to interact with consumers by providing personalized messages that are more likely to create engagement and promote customer retention. 

Messages are personalized by monitoring user activity on landing pages, and messages can be pre-scheduled for follow-up at the perfect time.

When you are selecting marketing automation, you are likely upgrading from your current and more traditional email marketing platform. Make sure your new MAP has a majority (if not all) of the functionality you use regularly in your existing email marketing platform.

Social media marketing is an ever-expanding tool for marketers in the modern age. It involves the use of social media platforms to promote a product or service. 

Companies can engage with a range of stakeholders through social media marketing, including current and potential customers, current and potential employees, journalists, bloggers, and the general public. This broad scope is ideal for marketing campaign pools to draw data and leads from.

The platform you select should either have built-in social media marketing and management tools or seamlessly integrate with one of the many social media marketing tools out there.

Users can share content instantly across social networks to build engagement and generate new leads. A marketing automation solution allows this content to be generated, scheduled and analyzed from the same platform.

Analytics and Reporting 

Business intelligence tools like reporting and analytics are crucial to any business. Business intelligence (BI) is a process for collecting and analyzing data, then presenting that data in actionable visualizations. The goal of BI is to help managers be more informed and make data-driven decisions.

It may seem obvious that your marketing automation needs quality reporting and analytics. But surprisingly, there are some that lack the robust and detailed reporting modern day marketing teams require. Make sure to verify the specific reporting capabilities of a marketing automation solution before you purchase.

Protection and Security 

You’ve got some options for deployment that can impact your data security: on-premise or in the cloud. 

While cloud-based has generally been seen as a less-secure option for software, that fact is changing as security technology progresses. Almost all of the contemporary and most popular solutions are cloud-based only, so be prepared for limitations within your deployment environment options.

That being said, there are some security measures you should look for no matter your deployment. Data encryption, single sign-on, role-based access, and high-grade 2048-bit certificates are all elements you should expect from your software.

Conclusion – To wrap it all 

All these marketing automation checklist pointers are effective and a must-have in any aspect of the operation. There are numerous pointers that are often forgotten while preparing your checklist. Make sure that you include them all. Choose the one marketing automation platform that best meets your requirements in all aspects. Devise a clear plan for your checklist and see it through. A proper checklist holds within all the aspects that are focused on success and better reach in the digital landscape.

Author Bio
Balaji Venkatesan 
Balaji Venkatesan
Passionate and Experienced Content Writer with a keen interest in technology. Interested in amalgamating words and technology for better and simple understanding. Strong communication and goal-oriented individual with an eye for detail. Always curious and happy to learn new things. Blockchain Enthusiast|WordPress Learner|SaaS Environment|Cryptocurrency Follower|eCommerce product Enthusiast