Marketing Automation for Professional Services: What You Need to Know

Marketing automation is big market – and it's only getting bigger. The market size is expected to grow from USD $5.2 billion in 2022 to USD $9.5 billion by 2021 at a Compound Annual Growth Rate of 12.8%, according to recent research. 

As marketers recognize the potential, professional services firms will be flooded with even more software options that promise to streamline and optimize their operations. Choosing the option that best fits your needs will ensure you get the most for your money. Here's everything you need to know about marketing automation for professional services.

What is Marketing Automation?

Marketing automation is basically any software that automates monotonous or repetitive marketing tasks, according to HubSpot. 

These tasks include email marketing, social media posting, ad campaigns, sharing content marketing materials and so on. The goal of marketing automation is to make these processes more efficient while providing a personalized experience for current and future clients.

Why do Professional Services Need it?

Time is money for any professional services firm. And the more time it takes to implement your marketing strategies, the less time your staff has to be strategic about other goals. 

It’s difficult to develop or improve business strategies when you’re spending extra time manually creating marketing materials. With marketing automation, marketers have room to explore options on how to win more clients through strategic, compelling and creative work.

How Pitchly Provides Marketing Automation for Professional Services

Pitchly provides tools professional services firms can use for data-driven marketing. Pitchly’s Data Enablement Platform is designed to drive performance and innovation in marketing by activating data to do repeatable work so the marketers can focus on the strategic and creative work.

Each client a firm works with has several points of data, from size, best point of contact, specialty and other demographic information. Each time this data is gathered, marketing automation tools collect and store it in a secure database. When paired with other marketing automation tools like Peppermint Technology, Pitchly helps firms like Lathrup GPM ensure they have the best-in-class technology suite. 

Pitchly Enables Data

Pitchly gives all employees access to enabled data that they can leverage to develop automated workflows and on-demand content assets. It’s important to note that content marketing, e.g., white papers, blogs, checklists, infographics and ebooks, is supported by all of your digital marketing channels, according to the Content Marketing Institute. 

With Pitchly in your stack, you can easily capitalize on your business data to improve content marketing processes with built-in no-code applications.

Pitchly Creates Branded Content

Automating custom content is becoming a staple of a strong professional services marketing strategy. Pitchly’s Data Productivity Suite help professional services marketers take control of the narrative by combining on-brand templates with your data so you can create and distribute content to the right people. 

For example, Pitchly streamlines the proposal process by storing and maintaining proposal information and feeding it back into new proposals. Simplifying the proposal management process means you receive a huge time savings.

What’s more, Pitchly solutions help generate a 93% reduction in time to create data-heavy documents with 100% error reduction; all in half the time it takes to locate information when compared to traditional approaches.

Pitchly makes it easy for professional services teams to automate their marketing processes 

Pitchly’s solutions can store information about firm client experiences. Users add a transaction through an easy-to-use web-based database accessible to users approved at their firm. They can modify the type and values of data stored, make it discoverable to select users, attach documents and mark fields as confidential if necessary.

Users can then create tombstone and case studies templates that are connected to the information fields in the database to automatically create consistent client experience tombstones for pitchbooks, social media channels, RFPs, print marketing material and display to a firm website.

To learn more about Pitchly for marketers, browse through our curated landing page.