Being a marketer in the digital revolution is tough. Information is created at lightning speed, requests flood in across channels, and a single campaign requires dozens of assets.
The day-to-day is chaotic, preventing teams from executing efficiently and finding time to be strategic. Interfacing with clients further compounds these issues, leading to problems for even the highest-performing teams.
Automation, or the ability to reliably offload manual work to a machine, is growing increasingly critical as marketing teams look to scale production and efficiencies in the digital economy. In fact, tasks that occupy 45% of employee time could be automated by adopting proven technologies, according to research by McKinsey & Company.
Let’s take a look at how some of today’s leading marketing teams are leveraging automation to reduce time-consuming, repetitive, and routine work, as well as maximize the repeatability and predictability of their results.
1) Building a Single Source of Truth
The inability to locate information adds to the stress levels of 27% of low-stress employees and 42% of high-stress employees, according to our survey report The Stress Epidemic: Employees Are Looking for a Way Out. Searching for missing information also drains employee time and resources that could be spent on higher-value activities.
Keeping all project-related information in a single, accessible place makes it easy for employees to find what they need. It also helps prevent teams from working with outdated data or creating version control issues with files.
Rather than require their team to manually copy information from one platform to another, leading marketers use integrations to automatically exchange data between systems, and maintain a single source of truth.
No native integration? No problem. Tools like Zapier and Workato make it possible to connect disparate applications and expand your single source of truth. For example, Wrike’s Zapier integration with HubSpot automatically converts HubSpot forms into Wrike tasks, and assigns them to the appropriate worker.
2) Streamlining the Work Intake Process
Marketing teams also waste significant time consolidating requests across various platforms, and assigning them to the appropriate people. The more requests you get, the more time-consuming and repetitive this process becomes.
Collaborative work management platforms like Wrike help automate the intake process via Dynamic Request Forms. These forms collect all the information marketers need by surfacing relevant form fields based on requesters’ real-time inputs.
Once submitted, Wrike’s forms are automatically routed to the appropriate folder and assigned to the best team member for the job. They can even kick off a pre-built project template. The best part? All project-related information lives in a single, referenceable place!
About 50% of Wrike marketing customers report a “significant impact” on the structure and effectiveness of their work processes with Wrike, according to The Marketing Executive’s Guide to Leading Business Transformation. More than a quarter have seen an “extremely significant impact.”
3) Templatizing Repeatable Patterns
Blog posts, ad campaigns, trade shows: Marketers do the same types of projects repeatedly. Even if the details are different, the steps needed to produce the final result are the same — so why spend time building workflows from scratch each time you start a new project?
Start out with an automation project plan. Identify the kind of projects your team tackles most often, and create workflow templates for them in your work management platform. Each time you start a new project, you can simply clone them. Key components like dependencies, task duration, assignees, and reports are simply copied over.
Templatized processes save high-performance marketing teams a ton of time, freeing resources for more complex or custom projects. They also make it easier to measure and improve performance over time, driving repeatable wins for your team.
4) Removing Performance Bottlenecks
Digging into your work management data not only highlights repetitive work, but also helps identify common roadblocks. Are projects getting stuck in the same process step? Is there a particular handoff causing problems?
What’s more, a manual feedback process causes multiple issues. Communications get misplaced across email, stakeholders often fail to realize the project is waiting on their approval, and different file versions float around inboxes.
The solution? Use automation to overcome any hurdles caused by human error.
Take Wrike’s proofing and approvals process, for example. When a document is marked with changes, the freelancer is automatically notified. They address these changes directly in Wrike, and then upload the updated file. The stakeholder is alerted so the ball is back in their court. Edits are easily tracked, necessary changes are made, and all communication and files are kept in a single place.
You’ve Got the Power
Automation may feel like magic, but any marketing team can make it happen. Stop stressing out about projects and spending hours working overtime, and start looking for ways to lighten your team’s load through automation.
Try investigating the four areas covered in this blog post to see if there are ways for you to:
- Leverage APIs to reduce manual data entry and time spent searching for information
- Streamline your team’s intake process and automate project assignment
- Stop reinventing the wheel with templated workflows for your most-frequent projects
- Minimize human error by automating task reminders and notifications
Want to learn more about how Wrike can help you scale processes and global production? Start with a free two-week trial.