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 consequence is that marketers begin buying lists of email addresses to nurture instead of generating inbound leads. While it seems like a quick fix, it's not a long-term solution, nor does it create the fertile ground for a healthier, longer relationship with your future customers. In our plant analogy, it's sort of like using artificial chemicals or enhancers to make your plant grow faster. Sure, it seems like a good, quick fix--but it doesn't set you up for future, long-term success.  
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.

Email marketing is the act of sending a commercial message, typically to a group of people, using email. In its broadest sense, every email sent to a potential or current customer could be considered email marketing. It usually involves using email to send advertisements, request business, or solicit sales or donations, and is meant to build loyalty, trust, or brand awareness. Marketing emails can be sent to a purchased lead list or a current customer database. The term usually refers to sending email messages with the purpose of enhancing a merchant's relationship with current or previous customers, encouraging customer loyalty and repeat business, acquiring new customers or convincing current customers to purchase something immediately, and sharing third-party ads.
Don’t expect marketing automation software to craft dazzling copy and eye-catching visuals to bring those campaigns to life for you: Human creativity and a little elbow grease still carry the day. What you should expect from a good set of automation marketing tools is the ability to manage individual campaigns, cross-channel campaigns, and personalized 1-to-1 customer journeys based on those campaigns.
Advanced list management features whereby some marketing automation solutions are often ‘de facto’ also used as CRM tools since they offer so many features in this regard. However, virtually all marketing automation software also connects with different CRM systems as the list features are most often used for and by marketing whereas the CRM system is (also) used by sales (and other departments).
MailChimp is a fantastic place for beginning marketers to get started. Their “forever free” plan allows you to create a list on MailChimp for free as long as your list is under 500 users. When you’re just starting out, that’s more than enough. If you don’t want to start paying for autoresponders yet, go ahead and give MailChimp a shot, it is a great first step as an email marketing tool.

The primary purpose of a transactional email is to convey information regarding the action that triggered it. But, due to their high open rates (51.3% compared to 36.6% for email newsletters), transactional emails are an opportunity to introduce or extend the email relationship with customers or subscribers; to anticipate and answer questions; or to cross-sell or up-sell products or services.[4]


The multichannel view offered by ActiveCampaign gets glimpses of a small business’s website while looking at users’ email and mobile devices. Its campaign builder helps entrepreneurs design marketing collateral, and the platform consolidates customer data so these insights can impact the email, SMS, and CRM options ActiveCampaign offers. This data also allows business owners to create segments.
The best email copywriting starts with the subject line, which has to make new subscribers want to open your email. Follow that with an appealing headline so they’ll keep reading. Constant Contact’s research suggests that email copy should be short, around 200 words. It’s also wise to avoid being promotional in all your emails. Instead, offer value to your subscribers. The most important part is the call to action which helps improve your email open rate by leading recipients from the email to your landing pages or blog post.

The input from interactions with customers is more important than ever. We need to move from being responsive to pro-sponsive, another key evolution we’ll see in the marketing automation space and even in marketing campaigns. We also need to move to a model whereby the overall customer lifecycle is taken into account. The boundaries of the organization are blurring and so is the definition of the customer, even if we have to prioritize and remember those essentials.


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.

Proactive Lead Generation. When it comes to digital marketing, you must not only create eye-catching ads and other promotional materials; you must also create quality content to highlight your business’ presence on the internet. With TechValidate, you can collect data directly from your clients, collage the information, and publish the content on your site or on social media, boosting the chances of lead generation.
Marketing automation is a very active segment of the CRM software market. Not only are new vendors entering the market, but existing market leaders are constantly innovating and delivering new product updates. Today, the majority of solutions can be split into business to business (B2B) and business to consumer (B2C) solutions. The two groupings are very different and so are their functional needs.
Pretty much everything that Hubspot offers can be found elsewhere at a much lower cost. And yes, while it is true that Hubspot does offer a free version of their software, this doesn’t include any of their marketing automation features. If you’re looking to use Hubspot for marketing automation, you’ll need to cough up at least $800/month (paid annually), plus an additional $3,000 in onboarding fees. In other words, if your marketing automation budget is below $12,600/year, you may want to move on to our next suggestion.

eSputnik is a comprehensive email marketing solution that features a plethora of capabilities for optimal client engagement and improved conversions in the eCommerce industry. Complex workflow processes can be implemented through the platform’s drag-and-drag workflow editing tool, which allows for email automation that takes into account event-based scenarios and customer behavior. This is complemented by the platform’s intelligent machine learning capability designed to improve the number of opened emails and sales conversions.
In addition to an organic integration with Salesforce, Pardot offers one of the cleanest user interfaces (UIs) and one of the largest variety of prebuilt templates on the market. But its best features are designed to improve your workflows once they've been created. For example, you can pretest the process of an automated program to see how it reacts. This is essentially a fire drill automation campaign to ensure your complex branching doesn't lead to a dead end or a duplicate email. Pardot also lets you schedule social media campaigns and post in real time to Facebook, LinkedIn, and Twitter simultaneously. If you really want to manage your marketing program from within one solution, then Pardot also offers a search marketing tool that plugs into Bing, Google, and Yahoo. You can check search engine rankings, monthly volumes, and ranking difficulties as well as run competitor analysis and monitor your paid search campaigns. No other tool we reviewed offers search marketing functionality.
An auto responder campaign is one of six campaign types and is used to send a one-time email to contacts after they subscribe to your list. You can use this campaign type to send a "Welcome" message to contacts as soon as they subscribe to your list, or use it to send a "Check in" message a certain number of days/hours after contacts subscribe to your list.  
Salesfusion is the all-you-need marketing automation solution built to work for you. With a curated toolset that includes highly intuitive campaign builders, advanced automations and superior reporting, we focus on what matters most to marketers--streamlining campaign creation, understanding engagement, improving conversion, and driving more revenue. Whether you’re a do-er, dreamer, thinker or techie, Salesfusion is the new standard in marketing automation.

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.


Use personalization. Personalizing the content of your emails (depending on your segment from Chapter 3) will make it so much more relevant and valuable to them. Personalization goes beyond sticking your subscriber’s first name into the email. You need to tailor the actual content of the email to address their needs. For instance, an online retailer will find it much more valuable to read an email with the subject line, “How to build backlinks to your eCommerce store” than just a generic subject line, “How to build backlinks.”
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