Integrating Legal Expertise into Your Marketing Automation Strategy

Healthcare marketing professionals are constantly seeking ways to improve business marketing processes through automation, from entry of new leads to tracking conversions and contracts to increasing repeat business by managing existing customers.

If you or your company are marketers based in the healthcare industry, you should be aware that the marketing systems and management processes you create must conform to existing healthcare laws and regulations. From the data you store in your customer relationship management (CRM) system to how you manage your marketing emails to what you do with your leads and their data, you may face serious legal liability if you don’t have the right legal guidance. The system you use to manage leads, marketing automation software, your data warehouse system, your data analytics software, your CRMs, and other tools need to all be updated, changed, managed, and maintained to ensure that everything is done both legally and ethically.

That’s where a healthcare business attorney near me for businesses involved in marketing will be invaluable if you want to know exactly what you can do and how to ensure that you have viable legal protection for your marketing efforts. They also know how to set up systems and processes that reduce the risk for their clients in areas where there could be risk of non-compliance with regulations in place. There are many areas to look at, including:

  • Marketing automation
  • Lead management
  • Wealth Management
  • Campaigns
  • Data collection
  • Data maintenance
  • Data access
  • Data integrity
  • Data protection

Every single one of those areas are critical for protecting your marketing automation efforts. Your marketing automation team is in a constant state of change and improvement. Lots of things are going on at once and you have to be proactive to ensure that what you do meets all of the legal requirements. There are many laws that have to be taken into account, including the following:

  • HIPAA
  • The Can-Spam Act
  • Better Business Bureau
  • FTC (Telephone Consumer Protection Act and Americans With Disabilities Act)
  • Regulation E
  • SFIP – Flood
  • SFIP – NFIP
  • NACE (National Association of Credit Enthusiasts)
  • FTC (Truth-in-Lending Act)
  • FTC (Equal Credit Opportunity Act)
  • FTC (TILA)
  • UDAP (Unfair and Deceptive Practices)
  • FTC (FCRA)
  • FOIA (Freedom of Information Act)

You need a healthcare business attorney who specializes in these laws who can help you develop and implement systems and processes that keep you in compliance with local, state, and federal laws. Whether you’re responsible for the customer relationship management or a marketing director or manager, creating the right legal set of systems and processes that align with your marketing automation efforts and multiple CRMs will protect you against significant legal problems in the long term.

The best way to develop systems and processes that align with the aforementioned laws is to hire an expert attorney who understands the issues involved in your field of expertise. For example, if you are a wealth management adviser than you need legal guidance on the Can-Spam Act, FCPA, and other relevant laws to your field. You need to find the right attorney who will be able to offer legal guidance throughout the entire development process of your marketing automation software systems to ensure that you comply with all relevant local, state, and federal laws.

That means you have to have a pro-active relationship with your attorney as well as your marketing team. You need to have a regular schedule for meetings and strategy sessions so that everyone is on the same page and moving in the same direction.

Furthermore, you must keep them informed on areas that you feel may become issues in the near future. If you’re aware of a new law or regulation, then you should meet with your legal counselor and be proactive on developing systems, procedures, and processes that will ensure compliance with state, federal, and local laws.

For more information on healthcare regulations, you can visit HIPAA’s official site.