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.
Use demographics, behavioral data, and other prospect information to separate hot leads from “just browsing.” Route leads into nurture and drip campaigns based on their qualifications. Every company scores leads a little differently, but the main goal is to identify the most promising leads for your organization at a given time or for a given campaign. A lead score assesses the activities that a prospect has engaged with on your website, for example, downloaded a datasheet, watched a demo video, or filled out a contact form. A lead grade is assigned by demographic information, such as industry, title, company information, or market size. The combination of the lead score and grade will signal to marketing and sales who’s hot and ready to purchase, and who needs more nurturing via a drip campaign.

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.
When a subscriber is sorted into a segment, it can trigger an automation to send to them. Each person’s interactions with your email campaigns or your website can trigger a sequence of follow-up emails based on their interests, allowing you to hone your message to your targeted audience. For example, if someone visits your pricing page, you know they’re probably further down your sales funnel and will want to follow-up appropriately. Or if they went to a specific product page or clicked on a link for that product, you can send additional information about the product, testimonials and more.
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!

Issues with MA software often results from unrealistic expectations and poor implementations. For example, this software cannot make a bad service or product into a good service or product. If the collateral is bad or misses the point, MA will simply deliver a bad message more efficiently. Finally, if the wrong target market is selected, effective delivery to that target market will not help the bottom line.
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).
When your marketing is automated, it’s easy to capture tons of data. Let your marketing automation platform take the next step and crunch the numbers for you, yielding insights and alerts to help you tweak active campaigns and more effectively plan new ones. If your marketing and CRM are integrated, it’s also a snap to tie ROI directly back to campaigns and other marketing activities using closed-loop reporting.

3. Sending limits – My biggest pet peeve with SendinBlue is the limits they impose on how many emails you can send. Unlike most marketing automation tools that limit the number of contacts you have, SendinBlue limits the number of emails you can send. While it appears to be a monthly limit, it’s actually a daily limit (the monthly limit is divided by 30). This has caused us several issues when going over our quota has meant emails end up being put on hold until the next day.
Issues with MA software often results from unrealistic expectations and poor implementations. For example, this software cannot make a bad service or product into a good service or product. If the collateral is bad or misses the point, MA will simply deliver a bad message more efficiently. Finally, if the wrong target market is selected, effective delivery to that target market will not help the bottom line.
It’s time to integrate, connect the dots and – please – drop the ‘this channel trumps that channel’ approach. It’s time to look at the customer reality and business goals instead of at research and opinions to polarize discussions. Marketing is connected and so are customers and their journeys. Deal with it. They’re not just connected with others (and, wake-up call, always have been), they’re also connected with our businesses across several touchpoints, far beyond the reach of the single campaign.
Propsect.io does one very specific part of marketing automation (finding cold leads and engaging them to become warm), but it does it very well. One particularly good feature about Prospect.io that’s not easy to find elsewhere is that the automation emails can be triggered directly from your mail server (e.g. G Suite or Microsoft Exchange) so your emails appear identical to if you had sent them manually.
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?
SharpSpring is a comprehensive marketing automation platform with robust features, functionality and performance. SharpSpring is one of the most flexible platforms on the market, offering powerful, behavior-based email marketing, native or 3rd party CRM integration, dynamic forms, landing page and blog builders, social media management, universal CMS compatibility, and integration with hundreds of applications. SharpSpring is usually less than 1/3 the cost of the competition, is the easiest company to work with and the easiest platform to use. Marketing agencies should inquire about SharpSpring's special partner program.
Henry Procter is credited with saying, “I know I waste half of my advertising dollars. I just wish that I knew which half.” This is precisely the question that this software answers. It assists firms in developing, executing and tracking campaigns. Media buying and planning applications help with planning advertising campaigns involving traditional and digital media. Managers use these systems to automate workflows, manage collateral, track prospect behavior and qualify leads before they are passed to sales.
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.
As you can see from the example above, emails following the model contain a succinct headline that highlights the key message of the campaign, as well as supporting information and visuals to help convince readers about the benefits of clicking-through. The reader is then presented with a prominent call to action button that makes it crystal clear what to do next.
Perhaps it should go without saying, but usability is also a very important factor in choosing a marketing automation platform. It should be intuitive enough that it does not require days or weeks to get the hang of, and require little or no advanced knowledge. Furthermore it is important to check user interface on every screen size, to make sure that it is easy to use across all mobile devices and platforms.
Next up is building an email newsletter. The best services offer several ways to do this; you can import your own HTML, start from scratch, or use a pre-designed template. Most of these services have drag-and-drop UIs that let you choose exactly the elements you want to include, as well as image libraries in which you can store assets such as your logo or company photos. Tools that let you test your emails for spam are also essential since there are some seemingly innocuous terms that may send up red flags and drop all of your hard work into your subscribers' junk folders or, worse, get your emails banned before they ever reach their recipients.
ClickDimensions is the only marketing automation solution natively built in Microsoft Dynamics 365. Our solution includes essential marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms, social marketing and more to help Dynamics 365 users attract more leads, close more sales and more effectively engage customers.
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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