Sales is all about speed. How long does it take you to respond to a customer? Was your conversation efficient while still being educational? Most importantly, did you get there before the other guy? Choosing a CRM to match the lighting speed of your sales team can bog you down in lots of calls and meetings. So we did the research for you to find the top 20 most user-friendly CRM software products. Stop shopping and start selling!

Take the email below from Paperless Post, for example. I love the header of this email: It provides a clear CTA that includes a sense of urgency. Then, the subheader asks a question that forces recipients to think to themselves, "Wait, when is Mother's Day again? Did I buy Mom a card?" Below this copy, the simple grid design is both easy to scan and quite visually appealing. Each card picture is a CTA in and of itself -- click on any one of them, and you'll be taken to a purchase page.
However, the best timing is becoming more touchpoint-oriented and triggered, and less defined by general best practices. It is already the case in marketing automation but we still have a long way to go in order to shift to the personal touchpoint perspective. Again: this doesn’t mean that today’s approaches will disappear. Marketing is not black and white.
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.
Purchased lists are ineffective, and they impact everyone else who uses Mailchimp, too. If you send emails to a list of people whose contact info you bought, many of the emails will get identified as spam. Some spam filters will flag a campaign if anyone with the same IP has sent spam in the past. When you use Mailchimp, your email is delivered through our servers, so if one person sends spam, it could prevent other users’ emails from reaching inboxes. But by forbidding Mailchimp users from using purchased lists, we increase deliverability for everyone.
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.
Not only is InVision's newsletter a great mix of content, but I also love the nice balance between images and text, making it really easy to read and mobile-friendly -- which is especially important, because its newsletters are so long. (Below is just an excerpt, but you can read through the full email here.) We like the clever copy on the call-to-action (CTA) buttons, too.
Both HubSpot and Pardot offer a vast array of functionality that should suit your business regardless of how intricate your marketing strategy might be. We found HubSpot to be better equipped for small businesses that are steadily growing their marketing activity, whereas Pardot is ideal for large enterprises with complicated marketing plans already in place. In total, we tested 10 marketing automation tools, each of which offer some unique features that make them stand out from the field.
Touchpoint-based marketing and customer experience models become increasingly important as the customer journey changes but most of all as the focus should not be on the channels and campaigns as is often the case in marketing automation but (also) on the longer-term (smart marketers move away from short-terminism) and most of all the customer experiences in a highly connected and integrated digital reality. Find a few touchpoint models and read Why touchpoint marketing is important.
Where they should improve: Unfortunately, this ease of use doesn’t apply to the autoresponder editor. You can’t view autoresponders in a workflow, and they’re not very flexible (you can’t send autoresponders to send after an hour, for example, and you can’t set sending time ranges). Historically, Benchmark haven’t performed so great in our deliverability tests, either.

Touchpoint-based marketing and customer experience models become increasingly important as the customer journey changes but most of all as the focus should not be on the channels and campaigns as is often the case in marketing automation but (also) on the longer-term (smart marketers move away from short-terminism) and most of all the customer experiences in a highly connected and integrated digital reality. Find a few touchpoint models and read Why touchpoint marketing is important.


Thanks Donna – I agree. There’s so much scope for integration with marketing automation software that it would literally take a team of thousands to build all of the plugins and functionality in a short time frame. Ontraport / Infusionsoft are very similar to Salesforce in a way, by using the developer community to build the functionality around their product (which adds value to both Ontraport and their products & services).
Rob, you don’t say who ‘booted’ you from using it. A significant GDPR factor is non-profits having to consent/re-consent those on established email lists and experiencing significant proportions of lists being lost because people miss the notifications or are too busy to fill in yet more forms. However, I have found a few using a ‘one-touch’ re-subscription button that takes immediate effect, without the recipient having to do anything else. It would appear that the re-subscription rate is higher, the easier it is to activate. On enquiry, I was told that they were using mail chimp for this.
The success of a marketing automation implementation does not – primarily – depend on the selected marketing automation software either and – again – certainly is not about just “automating”. If the automated workflows, interactions, offers, content, analytics, etc. don’t take the human and targeted/personalized/personal dimension into account marketing automation implementations lack important success factors.
The HubSpot dashboard enables teams to immediately sort the contracts won (or not) and maintain a clear view of their performance toward their goals. HubSpot’s CRM automatically tracks customer touchpoints across different channels and keeps a timeline of all calls, emails, and meetings involving specific customers. The platform also helps create personalized paths to purchase and compile data showcasing how every marketing campaign contributed to sales.
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.
Predictive Analytics Option. Reducing bounce rates and increasing site traffic is easy when you can gauge how effective your next marketing actions will be. Through Optimizely’s predictive analytics, you can determine what your customers want through data that has been compiled over time. This way, you won’t have to waste time and money on risky marketing strategies.
Talk of the South is also a source of revenue for Garden & Gun. As you can see in the screenshot above, the newsletter features advertising, just as the print and online editions of the magazine do. However, the ads aren’t intrusive and are highly targeted and relevant to Garden & Gun’s readership. I’d be very interested to see the CTR data of these ads, as I suspect it would be high in comparison to traditional website banners.
Marketing activity involves many repetitive tasks such as sending out bulk emails, managing campaigns, social media marketing, website analysis, and more. Managing these tasks manually is not only tedious and time-consuming but can also create scope for manual errors. Marketing Automation can help in making these tasks much easier and this, in turn, can help business prosper. It is a part of Customer Relationship Management or CRM.
You can think of Eloqua as the Ferrari of marketing automation. It’s fully loaded, provides an exceptional level of service, and comes with a matching price tag. One of Eloqua’s key differentiators is the amount of time they spend teaching and helping their customers get the most out of the product. Like Marketo, Eloqua also has a great marketplace with plenty of integrations with third party services.
Automation also provides opportunities for personalization. Each interaction with an email or your website can trigger a follow-up based on those activities. What’s more personalized than a user experience specifically tailored to an individual’s interests? It will make your subscribers feel like you’re completely attuned to their needs and that you care about what’s important to them.
Molly K. McLaughlin is a New York-based writer and editor with more than a decade of experience covering technology. She has tested and reviewed all sorts of software, mobile apps, and gadgets. Before launching her freelance business, she was an editor at PC Magazine, covering consumer electronics, followed by a stint at ConsumerSearch.com, a revie... See Full Bio

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.

ActiveCampaign offers email marketing service with third-party integration and auto-responses of various types.  ActiveCampaign can create and send out emails for different activities and purposes. The software is also designed to track website activities and events and provide real time analytics based on the results. ActiveCampaign is also useful for garnering customer data in an organized manner.
Marketo has developed customized solutions for healthcare, technology, financial services, manufacturing, media, and higher education, and its Engagement Hub gathers data so businesses can personalize their interactions as they analyze and adapt. That adaptation can happen in real time with Marketo’s instantaneous insights and rich customer profiles.
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.
Thinking and acting in a customer-centric way and not falling in the trap of automating for the sake of it. Marketing automation is not a holy grail. The business goals and the customer are what it’s all about. Without a customer-centric culture, supported by management, marketing automation often results in sheer auomation with little added value.
iContact Pro is a marketing campaign management suite built for small startups to medium-sized companies. It offers simple yet email marketing, segmentation, social posting, and workflow automation features that let you cut through the digital noise. Mobile-ready, it is also equipped with reporting and lead scoring tools for data analysis. To purchase iContact Pro, you may opt for their monthly billing plan or annual prepay that are priced according to the number of subscribers. You may also choose their Premier plan which is available by-quote.
“Mailchimp was great when I just had a blog. Now that I have my book, I’m starting to have products, it’s more of a business. I didn’t think that Mailchimp could handle me. I needed something a little more versatile that could target the people that I sent things to depending on what list they were on or what they clicked. It needed to be a little more sophisticated for me. That’s why I needed to switch over.”
Be sure to look at the tech support offered by each of these companies, as we felt many weren't as available as we would have liked. You'll find that some offer 24/7 phone support, live chat, and email help, while others leave you to rely on online documentation and limited live support hours. The best services offer a combination of self-serve help resources—where you can search FAQs and articles to find your own answers—as well as live support via chat or phone when you can't solve an issue yourself. We cover all of these concerns in our reviews, plus you can get an overview in the feature chart above.
Frequency matters, and how often you send emails can have a significant impact on your revenue and email engagement (and unsubscribe) rates. Send too much and subscribers can suffer email fatigue causing them to disengage and unsubscribe. Send too few and you lose the attention of your audience. They may even forget why they signed up leading them to unsubscribe.
The emfluence Marketing Platform was built for marketers, by marketers. We believe that usability is as important as functionality. That’s why we’ve focused the emfluence Marketing Platform’s features around what’s really important: helping digital marketers like you accomplish your goals every day. Whether you’re launching your own digital campaigns, managing a brand across a network of franchises, or creating campaigns for your book of business, you can leverage the emfluence Marketing Platform for: • Email Automation • Email Marketing • Drag & Drop Email Builders • Social Media Management • Surveys • Landing Pages • Form Builders • Automated Reporting • Website Tracking • Light Boxes and Modals • Variable Content Blocks Why do we spend so much time focusing on how you use our platform? Because we’re marketers, too, and we know that digital marketing isn’t just about sending emails and posting pictures to your favorite social media channel. It’s complex recipe of strategy, timing, response, and engagement. We believe with the right tool, you’ll be unstoppable.
1. Pricing – While SendinBlue is one of the most affordable email marketing tools currently available, you’ll need to be on their $49/month plan or above to access unlimited automation workflows. While not a major issue, this tends to rule out SendinBlue for me when recommending a marketing automation tool to a small business that’s new to automation. After all, ActiveCampaign starts at $9!
Email marketing is a simple and proven strategy to promote your business. It attracts new customers and helps maintain close relationships with loyal customers. There's a long list of email marketing services available today and most operate at relatively low prices, with packages to fit every business size and need. It's just a matter of determining which features and tools you need and how much you're willing to spend.

GoDaddy Email Marketing provides great statistics to show you how many people are opening, engaging with and sharing your email. There’s no mystery or guesswork. You can even compare different emails side-by-side to quickly see which emails get the best response. Once you know what appeals to your readers, you can refine your emails for even better results.
Infusionsoft is a fully functional CRM and marketing solution created for small and medium-size businesses. Comparing it to Mailchimp or AWeber is like comparing a Lamborghini to a VW Golf. It provides highly advanced features for list segmentation, lead scoring, and marketing automation. On top of all that, you can integrate all of these features with your optin form using Infusionsoft Tags + OptinMonster.
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