Businesses that sell to other businesses (B2B) firms have longer sales cycles and engage in more relationship building activities. Businesses that sell to consumers (B2C) rely more on brand and high-volume direct outreach efforts. This overview aims to improve understanding of how marketing software applications work and provide an update on trends every buyer should know.
This does not mean campaigns are not important. People want to receive those promotional emails from brands they trust and buy from. Email works, basics work and new ways to interact with customers or improve the experiences across those interactions, shouldn’t be an excuse to ignore the essentials we have known since so long. It also doesn’t mean we shouldn’t use a proper channel mix, depending on what works best in any given context. But it’s not because someone claims “this or that” doesn’t work that it really doesn’t work. The truth is that many businesses don’t know yet in what context specific tactics work.

However, the term “marketing automation” has become a buzz-word, where marketers seek out marketing automation software under the impression that all of the digital marketing tools necessary for growth, including those needed to generate new leads, roll up under the hood of marketing automation. This misconception leaves many marketers with sophisticated tools to automate the middle of their funnel, but no solution to generating new leads to nurture in the first place.
Basic text-based email editors to fully designed HTML or JavaScript templates are just some of the features these packages can provide businesses. You can manage your contacts by simply keeping a list of names and email addresses or you can create a complex database full of subscribers segmented by demographic slices and engagement levels. Which method you choose really just depends on how much of your budget you're willing to allocate towards the email marketing software that can give your company the features it needs.
The brand’s goal is to scale with businesses as they expand so they can see true growth without the hiccup of finding other tools. And its marketing analytics tool spurs some of that growth by showing business owners the outcomes of their historical efforts and projecting how their future attempts will pan out. These insights, combined with ONTRAPORT’s Campaign Builder — which allows entrepreneurs to set goals and base their automation on achieving those goals — give small businesses the opportunity to customize.
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.
The best way to overcome the limitation of time is by automating some of your processes — and marketing is one area ripe for automation. The key for small businesses is finding a tool that can automate many components of marketing at once, and these seven platforms take different approaches to automating marketing processes to make entrepreneurs’ lives easier.

In 2002 the European Union (EU) introduced the Directive on Privacy and Electronic Communications. Article 13 of the Directive prohibits the use of personal email addresses for marketing purposes. The Directive establishes the opt-in regime, where unsolicited emails may be sent only with prior agreement of the recipient; this does not apply to business email addresses.
While traditional strategies may work, it might not be enough to meet the demands of the modern market. Times are changing, and so should your approach. Luckily, there are plenty of marketing automation software providers to choose from. This way, you can boost the way you sell your brand by accessing lead management tools, email and content marketing solutions, as well as social media management options.
3. The responder should lead the reader to take ACTION! Sonia says “Paint the picture of what their life will look like with that problem solved” It’s not just about educating somebody! Don’t make your responder like a boring classroom lecture!!! Tell them a story. If you can use real stories from happy customers of your business, that’s outstanding.
It’s important to note how a number of growing trends revolve around content of value – not promotional content. Things like personalization and subscriber lifetime value, bite-sized content that’s easy to digest, stronger narratives and storytelling, richer experiences… that’s all key to crafting highly engaging emails that will grow your open and engagement rates.

HubSpot heavily relies on list building to help you manage your workflows. The tool lets you shrink (or grow) your lists in the same way you would narrow down products on Amazon or eBay, a feature which is incredibly straightforward and fast. When you add a URL to a contact record, HubSpot will automatically pull in demographic information, such as the contact's company location and number of employees. You can email a contact directly from the Contact Record, and you can make a Voice-over-IP (VoIP) call if you have turned on this paid feature of HubSpot Sales. This integration lets you log and save call information within each contact record so there is a transparent history of which marketers and sales professionals interacted with contacts. You can also schedule interactions with contacts. You won't find these features on the other platforms we reviewed.

The main reason we love Customer.io is its flexibility. This is a tool that will really let you get what you want out of it. While it’s not all out of the box, if you’re willing to put in some developer time, you can really customize your Customer.io experience. Another great thing about this tool is its lightweight UI and fast, personal customer support. Customer.io is one of the newer players, but they’re growing very quickly and are definitely a company to watch. Unlike most of the older tools, Customer.io is built to trigger emails based on events, rather than just pageviews.
We just started using MailChimp because it seems to be the only one that offers a free account for small or new users. The problem is that there are so many steps for a potential subscriber to go through with both double opt-in and recaptcha, that we are getting at best complaints to worst, plain nasty comments posted on our Facebook page. We don’t know how many would be subscribers we lost because of this.

Constant Contact is for the small business owner who wants to quickly get started with organized email marketing and doesn’t anticipate needing any advanced functionality down the line. The tool is a great choice for you if you fit this description, but if you plan to expand your marketing automation efforts in the near future, this isn’t the tool for you.
Advanced personalization, testing, segmentation and optimization features whereby insights from among others CRM and interactions across several channels, enable a more personal and more optimized customer experience and better marketing results. Potential features include A/B testing, Multi Variate Testing (MVT), dynamic content personalization, dynamic landing pages, etc.
The brand’s goal is to scale with businesses as they expand so they can see true growth without the hiccup of finding other tools. And its marketing analytics tool spurs some of that growth by showing business owners the outcomes of their historical efforts and projecting how their future attempts will pan out. These insights, combined with ONTRAPORT’s Campaign Builder — which allows entrepreneurs to set goals and base their automation on achieving those goals — give small businesses the opportunity to customize.
LeadSquared is a lead to revenue platform and it takes care of the lead capture to revenue cycle for several segments of B2C businesses like training providers, health and wellness, travel and tour agencies, etc. Most of the marketing automation softwares out there, are made to address needs of B2B firms and integrate with CRM. This combo is costly and becomes too complex for a typical user in a B2C setup. For such category of firms in B2C which are marketing-led, our solution can obviate the need of a CRM altogether and provide them with the best in class marketing technology.
Quality Features, Powerful Integrations. TechValidate is ideal for entrepreneurs who want to have flexibility in their marketing endeavours. It is packed with a plethora of scalable features that improve your content, streamline your workflow, and increase the efficacy of your marketing campaign. It can also support a multitude of powerful integrations.
This has resulted in the rise of omnichannel retail. That is to say, a complete, unified customer experience from start to finish. In order to find success in the current market, companies must meet their customers where they are — whether in-store, online, on social media, or wherever — and provide the same high quality experience every time. This is what separates the best marketing automation tools from the rest.
One of the most simple and effective ways to re-engage an inactive subscriber is to tell your subscribers that you’re going to remove them from their list, but give them an opportunity to opt back in to your emails. Everyone wants what they can’t have and it might be just the thing that makes them feel like they need to start engaging with your email campaigns.
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.
Personalisation in email marketing is essential because most people want a more relevant experience. Email personalisation is not just about using people’s names in an email. It’s also about making sure you send the right emails to the right people at the right time. One essential tool for email personalisation is segmentation. You can get an email marketing expert to help you set up segments so you can personalize appropriately. Done right, email personalisation results in more clicks and more business.
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.
Netcore Smartech is a leading cloud-hosted campaign management and marketing automation program focusing on business growth. It aims to help users deliver unparalleled customer experiences through its customer journey mapping, cross-channel automation, funnel analytics, and messaging tools. The Netcore Smartech platform is offered through a quote-based payment system. For estimates, contact the vendor.
If you’re not leveraging interactions across every marketing channel like social media, your website, or the content your leads are consuming, it’s as if you’re only listening to your leads 30% of the time. Have you ever been on the phone with a sales rep who doesn’t answer your questions and reads straight from a pre-generated script without taking your specific needs into account? Did you end up buying from that company?
Omnisend - Email Marketing & Automation for Ecommerce provides the omnichannel approach for sales-driven marketers that have outgrown the generic email marketing platforms. Join more than 40,000 merchants that have trusted their e-commerce marketing automation to Omnisend. Our platform provides a complete solution for connecting your ecommerce business with potential and existing customers across multiple customer journey touchpoints. Try a more personalized omnichannel touch with your customers by email, SMS, Facebook messenger or automatically synchronizing audiences for Google, Facebook and Instagram platforms for better customers’ experience and higher conversions. Omnisend works with all e-commerce platforms including Shopify, Bigcommerce, Magento, WooCommerce and others. Drive sales at scale Email marketing automation is all about sending anticipated, contextualized and relevant messages at the right time. Capitalize on pre-built automation templates that you need to set up only once. Then sit and watch your sales growing on autopilot with Welcome emails, Cart Abandonemnt, Order updates, Customer Re-activation and Order Follow-up. Design state-of-the-art newsletters in minutes Skip the tedious and time-consuming newsletter setup process. Our drag-and-drop Content Editor is intuitive and gives you all the tools you need to enjoy great results at the speed of light. Improve your performance with beautiful email templates, the one-click Product Picker, the interactive CTR boosters and unique Discount Coupons. Choose how to grow your email list Choose how to turn your visitors into subscribers with a wide variety of signup forms. Omnisend’s forms are mobile-friendly and fully customizable. Grow your list with non-intrusive Signup boxes, welcome and exit intent Popups, the fun Wheel of Fortune, and customizable landing pages. Ready to convert your visitors into repeat customers? Try out Omnisend’s ecommerce marketing automation—every new user starts with a 14-day, obligation-free trial. After 14 days, you choose whether to keep using one of our paid plans - Standard or Pro - or continue with our Free plan, which includes 15,000 emails per month (up to 2,000 emails per day). Majority of our customers value Omnisend as a great alternative for their ecommerce businesses compared to Mailchimp, Klaviyo, Active Campaign and others. Omnisend gives you stellar support and helpful advice anytime you need it. We’re available 24/7 for all.
B2C systems tend to manage vast databases of customer data—often millions of records. These systems have sophisticated tools for analyzing and segmenting customers into different categories of buyers. Markets can then execute specific campaigns, or “treatments” for each segment. Campaigns are typically designed to elicit a direct response, such as returning to a website to make a purchase. Alternatively, campaigns may feed a target prospect list into a call center systems for telesales outreach. 
The attention for and growth of the marketing automation market is driven by several evolutions in the ways people inform themselves and buy. The shift from selling to buying, along with the advent of several new digital channels, used by consumers and B2B buyers, keeps impacting the marketing automation industry and the adoption of marketing automation by organizations. However, the best is yet to come.
For example, if you set up an autoresponder with an interval of 24, and you receive an email from john@example.com at 8 am on Monday, the autoresponder will respond to his message immediately. If, however, john@example.com continues to email you throughout the day, the autoresponder will not send him another response for 24 hours after his initial email (in this case, 8 am Tuesday). If he emails you again after the 24-hour interval expires, he will receive an auto response.

All these evolutions also don’t mean that organizations will be passive respondents to customer signals and digital footprints. Wake-up call number two: sales is not dead despite what Gartner predicts. It all depends and it remains essential to close the loop between marketing and sales. Yet, it is also time to close the loop with other divisions and with the customers and their networks themselves.
Zaius is a CRM & Marketing Automation platform built for ecommerce brands. By combining a single customer view, real-time, multi-channel marketing automation, and cross-channel attribution, Zaius empowers marketing teams to drive more repeat purchases and maximize customer lifetime revenue - without any IT support. It’s the first CRM built specifically for B2C marketers.

Marketo, an Adobe company, offers the leading Engagement Platform that empowers marketers to build brand value, grow revenue, and prove impact. Consistently recognized as the industry’s innovation pioneer, Marketo is the trusted platform for thousands of CMOs thanks to its scalability, reliability, and openness. To learn more about the Marketo Engagement Platform, LaunchPoint® partner ecosystem, and the vast community that is the Marketing Nation®, visit www.marketo.com.
We envision a future where online retailers truly understand their customers, resulting in the growth of their businesses’ profitably. Exponea Experience Cloud is our way of bringing this vision to life. Exponea’s very essence is an intelligent union of customer data management and analytics, while cracking the true Single Customer View. Through this, we have enabled marketers to understand their customers and immediately turn such insights into actionable campaigns, all within a single integrated solution. Built on top of cutting edge technology, Exponea empowers marketers to deliver truly personalized, in the moment experiences to their customers at scale through deeply embedded AI-powered capabilities, removing obstacles and leveraging intent to purchase both on your online store or outside of it. True to our vision, we work closely with our clients and mentor them all along the short path to success. We enable the fast transfer of know-how which often results in a change of mindset and is a catalyst for a rapid, profitable growth of emerging e-commerce leaders around the world.
ConvertKit has been incredibly useful to me. I can use it to create complex automations and branching message sequences to deliver the exact right message to the right people. And I can do that without spending an entire weekend trying to figure out how it works. Trust me, if I can figure it out, literally anyone can. ConvertKit is a terrific tool, even if your list is still small. And it will grow as you do. — Sonia Simone, Chief Content Officer, Copyblogger
Zaius is a CRM & Marketing Automation platform built for ecommerce brands. By combining a single customer view, real-time, multi-channel marketing automation, and cross-channel attribution, Zaius empowers marketing teams to drive more repeat purchases and maximize customer lifetime revenue - without any IT support. It’s the first CRM built specifically for B2C marketers.
Companies considering the use of an email marketing program must make sure that their program does not violate spam laws such as the United States' Controlling the Assault of Non-Solicited Pornography and Marketing Act (CAN-SPAM),[10] the European Privacy and Electronic Communications Regulations 2003, or their Internet service provider's acceptable use policy.
From A/B testing of messages to SEO and social listening, automated campaign management handles the gathering and processing of marketing data, so you can focus on strategy. From qualifying leads and managing nurture campaigns, to analyzing ROI data across multiple channels, automated campaign management systems allow you to design, deploy, and monitor marketing activities without having to manually tend to every last step in the process.
There are many quality marketing automation software solutions available for businesses but the ones we have covered above are among the most popular of them all. Comparing marketing automation tools is not an easy thing to do because almost every one of them has that one feature that becomes their USP. What we have summarized above are the best for all types of companies in terms of sizes and the sectors they operate in.
LeadSquared looks interesting – although I can’t quite figure out what differentiates it from other small business marketing automation software. Out of interest, what separates B2C vs. B2B marketing automation from a software vendor’s point of view? I.e. what’s different about the software that gears it towards B2C companies opposed to if you were targeting B2B clients?
Lead Liaison is a cloud-based sales and marketing automation solution that helps businesses accelerate sales by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales support with solutions such as a hot-lead dashboard, Buy Signals and a live ticker alert of businesses on the customer’s website. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for small to mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison offers clients the highest value per dollar of any industry provider. Additionally, Lead Liaison provides content creation services leveraged for communication vehicles such as press releases, blog posts, emails, and posts on social media platforms. Founded in 2013, Lead Liaison is headquartered in Allen, Texas, near Dallas, and employs 19 people. For more information, visit www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Adestra is a leading global provider of First-Person Marketing email and lifecycle marketing solutions for global and growing brands alike. The company's industry leading email marketing and automation platform provides marketers with a powerful infrastructure that helps them communicate more effectively with their customers and subscribers by providing hyper-relevant context. This proprietary technology also allows for automated email messaging and incorporates enterprise-class native functionality, which reduces implementations. Along with a superior platform to execute marketing automation, Adestra was founded on the principle that marketing success takes more than technology, which is why customer service is at the heart of our business. Adestra is more than software as a service. Adestra is Software AND a Service®.
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)
Multi-Channel Marketing Support. In today’s marketing landscape, you need to use various communication platforms to stay competitive. Luckily, ReportGarden can support multiple channels in one convenient interface. Whether your social marketing campaign involves, Facebook, LinkedIn, Twitter, or other sites, you can boost it without having to leave your marketing software.
HubSpot Marketing is a top-of-the-line inbound marketing software that focuses on growing traffic and increasing lead conversions. With robust tools for blogging, emailing, SEO, marketing automation, lead management, and analytics, this platform can give you the things you need to launch effective campaigns. The system also integrates with multiple CMSs, email service providers, eCommerce tools, and social networks. The vendor offers a great free trial plan for those who’d like to try out the key features of the product first. You can easily sign up for HubSpot Marketing free trial here.
Optimizing the experiences of people and moving from automation on the interaction level to a personalized and pro-sponsive optimization on the individual touchpoint level is, according to me, the main challenge in marketing automation for the future, as well as the integration of business processes and the business as such within its’ ecosystem beyond marketing.
The best way to overcome the limitation of time is by automating some of your processes — and marketing is one area ripe for automation. The key for small businesses is finding a tool that can automate many components of marketing at once, and these seven platforms take different approaches to automating marketing processes to make entrepreneurs’ lives easier.
However, as email marketing developed as an effective means of direct communication, in the 1990s, users increasingly began referring to it as "spam", and began blocking out content from emails with filters and blocking programs. In order to effectively communicate a message through email, marketers had to develop a way of pushing content through to the end user, without being cut out by automatic filters and spam removing software.
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