The Marketing sector process automation via business process management (BPM)

Living in the digital era has its ups and downs, especially if you work in the Marketing sector.

While digital transformation helped pave tons of opportunities for marketers, this “awareness on steroids” ambiance also increased the noise and activity online, making it harder to reach, get the attention and communicate with potential targets.

That is why marketing technology is focused on two things: providing knowledge leverage and optimization of time and effort. That way creative marketing professionals can build innovative and engaging experiences intended to bring in new customers, and also locking business with the existing ones.

But for this technology to be truly effective, it must be implemented upon a well-designed and processes-driven system, like the Marketing Resource Management (MRM).

Steps of Marketing Resource Management

  • Planning and Budgeting

  • Business Process Management

  • Approval

  • Reusability

  • Measurement

low code, rpa and bpm in marketing

Business Process Management in MRM

Business Process Management is more than just a step on an effective MRM implementation, it is also the perfect method to ensure that every process and resource available to your Marketing Department is operating with maximum effectiveness, agility and compliance.

A trusty and modern BPM platform provider, like, can integrate all of these elements through tech solutions like digital forms, identity management, app integration and the most important of all: workflows.’s workflows are the most efficient way of organizing and automating marketing processes that can cost a lot of time and money for the company, usually in form of repetitive manual tasks or paper-based operations.

Marketing Processes Automation

Like every marketing technology, automation is not an all-in-one problem solver, but if used strategically, partial RPA (robotic process automation) can bring in significant wins.

Besides reducing human-errors in manual mechanical tasks, automation offers a better overview of analytics and data for decision-makers professionals. And the most important feature: it gives more time for marketers to create and strategize.

Here are some data that reflects the use of Process Automation in Marketing:

Marketing Process automation in numbers

RPA reduces repetitve tasks by nearly  80%

Use of AI in Marketing has grown by 44% since 2017

59% of Business Processes expected to be automates by 2022

29% of Marketers user RPA to personalize customer engagement

RPA use cases in Marketing

Using marketing processes automation to reduce manual effort and the need for human intervention can save a huge amount of time, money, and help improve conversions.

With helps automate marketing processes like:

Sales Order and Invoice Processing

RPA streamline sales order tasks an end-to-end basis, from entering sales orders to create their respective invoices, all with adaptable levels of decision making and automatic checking for errors.

smooth transition and data migration between systems

Companies switching from legacy systems to new digital solutions can rely on RPA to effortlessly convert from one system to the other with reduced business disruption and zero human-related errors.

Data Aggregation and Management

One of the most common robotic process automation use cases is to automatically aggregate contacts and update your CRM system for your sales staff so they don’t have to spend time searching for missing critical information. Crawling the web with RPA bots and other software programs can fill in missing contact information and enable more in-depth account mapping.

Managing Customer Data

Store both existing and new clients’ information in a categorized and accessible manner.

Lead track and Nurturing

By enabling instant follow-ups and interactions with leads, like friendly prompt replies to advance the conversation, RPA excels in nurturing leads from simultaneous different channels.

Pricing and Competition Monitoring

With advanced tracking of competitor websites and prices, businesses can get real-time notifications when a change occurs, enabling them to adjust their prices and remain competitive.

Business Intelligence Reporting

Automation can be used to set business defined rules for marketing and data collection and process, like new market entrants, relevant events, campaigns, and competitor messaging. It can also be used for insights and notation into existing account activity, like customers’ subscription renewal deadlines, for example.

Sales and Marketing Data handling

From un-editable text to paper notes, RPA’s optical character recognition technology allows it to process information from different sources and automatically enter it into your CRM.

Marketing solutions with's  process automation can be used across entire businesses to create more efficient optimization, but there's much more you can do with it!

low code interface and applications low-code platform allows creative minds to join the strategic phase of app development.

smart data collection and analysis

Easily collect and manage users’ information with the reduction of data loss and automatic integration into your system.

marketing process automation

Any marketing process can be automated, thanks to our workflow engine: a powerful and intuitive tool that can streamline every step of a project with complex rules and dependency


With Dashboard’s overview of your whole project, you can better manage your processes, assign tasks and leverage heavy-data reports.

app integration and apis

We take Integration very seriously. The freedom to connect to any of your favorite tools and applications is what makes devolute.clouds a true process automation platform. use cases for the marketing sector

Thanks to our Zapier integrations, you can create and automate tons of Marketing workflows. Here are some examples:






Got a Marketing process that you wish to automate? Book your demo and try it out!