Most marketing automation software is sold as a platform — an integrated suite of tools with a feature set. The automation tools, and the specific capabilities of each tool, of course vary from platform to platform. That said, you can expect most marketing automation platforms to have tools and features to assist or automate the management of the following:
The most advanced email marketing services offer custom workflows where you can specify triggers based on actions (such as opening an email or making a purchase) or on inaction (such as ignoring emails). With these services, you can also set up a series of emails (such as tutorials) to be sent to segments of users, and you can pause or stop a campaign at any time. You can also move contacts into new segments once they have completed tutorials.
Many marketers have been seduced by social media advertising, perceiving it to be not only “cooler,” but also more effective than email marketing. There’s no denying that social media gets a lot more media attention than email marketing. However, claims that email marketing is no longer effective are simply not true (check out these email marketing stats that prove it). Any marketer worth their salt will tell you that email remains a cornerstone of their campaigns.
With ActiveCampaign, you’ll be able to create powerful automated marketing and sales processes. These intelligent processes “listen” and “learn” about the needs and interests of individual contacts. Then you can send more relevant, personalized messages at the moment they’ll have the most impact. You’ll have more customers, happier customers, and more loyal customers. MARKETING AUTOMATION: Our automation workflow builder is praised by G2Crowd users as the perfect balance of power and ease-of-use. With our drag-and-drop builder, you can easily create sophisticated follow up sequences that treat your contacts differently on the basis of who they are and what they’re interested in. This “intelligence-driven” follow up has proven to be more effective, and will keep your customer engagement high because you’re sending the most relevant, personalized messaging possible. SALES AUTOMATION: With an intuitive sales automation CRM tightly integrated with your marketing automation, you’ll be able to seamlessly transition leads back and forth between your marketing and sales processes without losing any data or missing a beat. Having your sales CRM and marketing automation under the same roof means that your sales process can benefit from the same automation features marketers use to send perfectly-timed messages. EMAIL MARKETING: We’ve been perfecting our email marketing solution since 2003. Today it is one of the most mature and fully-developed email marketing services on the market. Our professionally designed templates are fully mobile responsive and we offer time-saving tools like content blocks you can save and reuse across campaigns, message variables that allow you to update content once across all your campaigns, and conditional content, which allows you to change the content of an email based on who a contact is and what they’ve done. CROSS-CHANNEL MESSAGING FOR THE ENTIRE CUSTOMER LIFECYCLE: With ActiveCampaign, you’ll be able to deliver the perfect message at the perfect time because you’ll collect more insight about the customer at each stage of the buying process. With Attribution, you’ll know the source of a visitor and what marketing and advertising they’ve interacted with. With Goals, you’ll be able to define important events and then pivot in response to conversions. With Site Messaging, SMS, and email marketing, you’ll be able to reach your contacts exactly where they are — whether they’re out and about on their mobile, browsing your website, or going through their inbox. We offer a free, no-credit-card-needed, 14-day trial so you can experience ActiveCampaign first hand.
How should you balance useful content with solicitations for sales or offers? One of the greatest risks of an auto-responder program is having users become frustrated with hard-sales attempts and subsequently marking your email as spam, opting-out, or simply not opening future emails. All of the aforementioned activities can lower your quality score with email service providers and make it harder for your email sends to get into the inbox. Therefore, it's very important that your auto-responders actually contain useful information. While it's acceptable to include a sales offer along with useful information in each email, it is not advisable for you to make a sales-only email any more frequently than every fifth email in the series in order to protect your email sender reputation.
SendInBlue 9,000 emails per month (daily limit of 300) for an unlimited number of subscribers. You can have a maximum of 2,000 subscribers in your automated campaigns at any time. A good range of advanced autoresponders is offered on the free plan, including welcome, anniversary, page visits and ecommerce (such as product purchase or abandoned cart). You also get an allowance for free transactional emails. SMS can also be added for an extra cost. (Full review)
Salesfusion is dedicated to helping companies build a large revenue funnel for marketing and sales by creating customized digital conversations that are seamlessly transitioned between departments. Marketing and sales teams participate in and measure these digital conversations to deliver more lead-to-revenue results by communicating with the right leads at the right time with the right message.
Marketing emails need to be personalized to the reader and filled with interesting graphics. Few people want to read emails that are addressed "Dear Sir/Madam" -- as opposed to their first or last name -- and even fewer people want to read an email that simply gives them a wall of text. Visuals help your recipients quickly understand what the point of the email is.

B2B enterprise buyer. These buyers work for firms that market to other businesses, and engage in longer sales cycles. They are primarily seeking capabilities that help them nurture relationships with prospects. Lead nurturing, lead scoring, sales force automation (SFA) and sales coordination and enablement tools are all critical for optimal performance.

We currently have three Editors' Choice picks for marketing automation solutions here at PCMag. One of them, Campaigner, impressed us with its intuitive UI and its wealth of online resources. Another Editors' Choice, the aforementioned Pardot, excelled due to its built-in search and social marketing functionality. Lastly, the aforementioned HubSpot had an impressive set of prebuilt workflows that also got our top nod. While all of these are fantastic solutions, they are all quite different, and it's definitely worth taking the time to research the best solution for your needs. This, of course, also applies even to the other products that did not get an Editors' Choice designation.


In case of doubt: the customer is expected to be more in control than today. Gartner, for instance, predicted that by 2020, customers will manage 85% of the relationship with a company without even talking to a human. Whether this will happen or not: fact is that the marketing industry and marketing automation continue to evolve and move towards an even more people-centric model, responding to digital signals and customer interactions, rather than heralding a campaign approach. We’ve been moving to a more buyer-driven buying reality for years now and it’s a channel-agnostic phenomenon.
One review site that provides valuable insights is G2 Crowd. They score products and vendors based on ratings and reviews gathered from the user community, as well as data aggregated from online sources and social networks. They apply a unique, patent-pending algorithm to this data to calculate the customer satisfaction and market presence scores in real time.
Marketing automation software is typically priced one of two ways: by the number of contacts in your database or by the number of emails you send each month. For example, the the Growth Pardot plan costs $1,250 per month for email marketing, prospect tracking, lead nurturing and scoring, reporting, forms and landing pages, and standard Salesforce customer relationship management (CRM). This plan can be upgraded to two higher tiers, each of which offers additional features, plug-ins, and add-ons. However, all three Pardot plans give you capacity for 10,000 contacts.
Furthermore, the industry evolution towards more integrations and connections between marketing automation software, CRM, social listening platforms, etc. enables organizations to focus on what really matters: their channel-agnostic – prospective – customer and their business goals. This is seen in the consolidation in the marketing automation software market and in the evolutions of the solutions that are mainly about more features to connect customers and different parts of the business while connecting departments (marketing, sales,…) and processes as well.
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It is not an easy task as there are several things that must be considered. Your choice of marketing automation tool will depend on the size and spread of your brand. While some platforms do a great job with emails, others excel in social media management and analytics. You will also have to take into account user-friendliness and the simplicity of the interface while handling the seemingly complex software.
Quality Emailing Tool. Sending emails to the right people at the right time may be one of the most challenging and time-consuming aspects of digital marketing. Fortunately, ActiveCampaign has an email management tool that allows you to create personalized and strategically scheduled emails. Additionally, it can support live ecommerce data and videos to create more engaging content for your clients and leads.

IBM Watson Campaign Automation, formerly IBM Marketing Cloud, is a sophisticated and highly scalable SaaS-based cross channel digital marketing platform providing digital marketers the ability to implement and manage email, mobile, social and lead management campaign processes. It powers the delivery of exceptional experiences for customers across the entire buyer journey by leveraging customer data, providing analytical insights and automating cross-channel interactions. Digital marketers have the ability to understand and leverage real-time customer behaviors from a variety of sources to inform and promote personalized interactions. Through the solution marketers can create a single customer identity, understand channel preferences and deliver a consistent customer experience across channels. Pricing models vary based on the size and complexity of the deployment, and scales based on the number of customer records and/or volume of messages. A range of packaged editions are available to facilitate the matching of product capabilities to organizational requirements.
SendPulse enables you to reach your customers through multiple channels be it automated emails, web push notifications or SMS. Targeted at small and midsize businesses SendPulse offers one of the most affordable solutions on the market with up to 2500 subscribers free plan and free web push notifications. Capture leads with subscription forms and nurture them with automated messages triggered by your customers’ behaviour.
A common example of permission marketing is a newsletter sent to an advertising firm's customers. Such newsletters inform customers of upcoming events or promotions, or new products.[12] In this type of advertising, a company that wants to send a newsletter to their customers may ask them at the point of purchase if they would like to receive the newsletter.
VBOUT is a powerful, affordable and simple to use, all-in-one marketing automation solution. The platform has an easy drag-and-drop landing pages and forms, visual customer journey builder, social media management and email marketing tools. In-depth native analytics and user tracking are provided, giving marketers full view of their contact's engagement and campaign performance. VBOUT provides agencies and partners with powerful tools to whitelabel the solution, build their own plans with their own marke-up, manage their accounts and shared assets from one account.
It is not an easy task as there are several things that must be considered. Your choice of marketing automation tool will depend on the size and spread of your brand. While some platforms do a great job with emails, others excel in social media management and analytics. You will also have to take into account user-friendliness and the simplicity of the interface while handling the seemingly complex software.
ActiveCampaign is a business marketing application designed for small companies. Used by over 100,000 people globally, this all-in-one software has all the tools you need to boost your business from marketing automation and sales CRM to smart emailing and data analysis. Should you encounter problems with their system, they also offer in-depth training and customer support. ActiveCampaign is available in four pricing plans ranging from $15 monthly to $279 monthly. They also offer yearly subscription options for your convenience.
HubSpot is all about inbound marketing, and it offers a free CRM that helps businesses organize and track customers — as HubSpot says, its CRM “automates the tasks salespeople hate.” The platform tracks interactions automatically, and it compiles data about deals on a single dashboard so the entire journey is visible. Beyond its CRM, the brand offers blogging, landing pages, email, lead management, analytics, web, social media, SEO, ads, and integration with Salesforce.
SharpSpring is an all-in-one marketing platform for small and medium-sized businesses. Providing you with features such as custom deal stages, point-and-click editors, call tracking, email analytics, and lead management automation, this software solution can smoothly combine your marketing and sales operations. To purchase SharpSpring, get in touch with the vendor to request a quote.

Social media capabilities – Some marketing automation tools integrate with Facebook and Twitter, enabling you to control social advertising or build social apps from within the service. Some also offer social media monitoring, to pull comments made on social media platforms into your CRM. These features are usually nice-to-haves, but it might be worth considering whether or not they would be useful for you or not.

Marketing Automation platforms allow marketers to automate and simplify client communication by managing complex omni-channel marketing strategies from a single tool. Marketing Automation assist greatly in areas like Lead Generation, Segmentation, Lead nurturing and lead scoring, Relationship marketing, Cross-sell and upsell, Retention, Marketing ROI measurement.


Presentation is everything, or so they say. With this old adage in mind, we’ve compiled our best tips for anyone who wants to send emails that subscribers click into a handy email design guide. We cover each facet of design: content, templates, identity, color, images, layout, fonts, and calls to action. Design is as much science as it is art, and we take the guesswork out of what can seem like the most challenging part of sending good emails.
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