Encompasses automation of internal marketing processes. These include budgeting and planning, workflow and approvals, the marketing calendar, internal collaboration, digital asset creation and management and essentially everything that supports the operational efficiency of the internal marketing function. Typically these systems require a CRM or COM administrator to set up a complex series of rules to trigger action items for internal sales and marketing professionals to manually process (designing files, sending letters, sending email campaigns). This type of system increases marketer's ability to deliver relevant content to relevant individuals at relevant times. Limitations may apply, based on the human resource capacity of an organisation and their level of commitment to the tasks as they are assigned.

The huge advantage of email over social media is that prospects and customers are more likely to see an email than social media. Just posting something doesn't mean that everyone you want to see your message will see it. Your post might not even show up in your targets' social media streams. However, an email will sit in the inbox until it's read (or deleted). 
The best email marketing automation tools depend on your budget and email campaign goals. Here are some to consider. MailChimp offers a free plan for up to 2000 subscribers, so it’s a popular email marketing service to start with. Alternatives to MailChimp include Constant Contact and Aweber. If you need to include more features, try an email marketing software such as Hubspot or Infusionsoft, which many larger and small businesses use. Whichever you choose, you can easily hire an email campaign marketer to help you set up your personalized email address and create an email newsletter template.

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.
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.
Wishpond is an application specializing in boosting online marketing campaigns. Offering features for marketing automation, social posting, website popups, lead management, API access, and custom CSS, it also supports a number of CRM integrations. Wishpond offers three monthly payment plans: Basic, Pro, and Growth costing $45, $78, and $129 respectively. For yearly payments, they offer 36% off your subscription.
In a post at the MailChimp blog, Goat Milk Stuff cofounder PJ Jonas said that while she and her husband Jim (and their eight children, who also help run the company) diligently collected emails during trade shows, they wanted to expand without compromising their business’ approachable, family-friendly values. Surprisingly, email marketing allowed them to do both.

Top marketing automation tools go hand in hand with a software solution that works for company-wide automation. A CRM platform that can be used by everybody from the top down, in order to create that seamless omnichannel experience that customers are looking for. However, this just scratches the surface of the kinds of features that a marketing manager should be looking for when deciding which marketing automation tools to implement.
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.
Loved reading this! Which of these would you recommend so that I could set myself reminders on certain clients so that I can follow up with them in the future? I feel like I am doing a lot of extra steps that I might not have to do if I was using an actual marketing software. I am in the very beginning stages of getting my business out there and I would like to follow up with potential clients down the road with an email… is this a possibility or should I just keep using my excel spreadsheet!?

Iterable is the growth marketing platform that enables brands to create, execute and optimize campaigns to power world-class customer engagement across email, push, SMS, in-app and more with unparalleled data flexibility. An integrated, cross-channel solution—built for marketers, trusted by engineers, designed with intelligence. Lifecycle Marketing Made Simple Engage your customers at each touchpoint of their buying journey—from sign-up to check-out and beyond. Drive user activation, nurture, and reactivation with relevant cross-channel messaging. Warmer Welcomes Activate consumer attention and interest with stand-out content that makes an impactful first impression. Get new customers acquainted with your products and services with personalized welcome, trial and onboarding campaigns. Next-Gen Nurture Captivate customers to build rapport for the long term and strengthen their relationship with your brand. Stay top-of-mind with targeted sales, promotions, announcements and product updates across all the channels that matter most to your audience. Robust Re-Engagement Keep customers coming back for more by reactivating their interest to drive retention and loyalty. Deploy cart abandonment campaigns to complete more checkouts, then trigger post-purchase or renewal sequences when the time is right.

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.


Sailthru helps modern marketers at leading retail and media companies build deeper, longer-lasting relationships with their customers. Sailthru personalizes individual customer experiences across digital communication channels—in email, on a brand’s website and in their mobile applications. Sailthru-powered 1:1 relationships with consumers help drive higher revenue, improve customer lifetime value and reduce churn.
We’ve identified a range of leading marketing automation tools offering robust features and capabilities to simplify many otherwise time-consuming marketing activities. While the following tools and apps aren’t listed in any particular order, this list represents 57 tools worth taking a look at if you’re seeking ways to streamline one or more marketing functions.
Promotional emails are one of the most economical ways for any business to connect with customers. Research shows a message is five times more likely to be seen through email than on social media like Facebook or Twitter. That’s why musicians use email marketing software to share their performance schedule with their fans, non-profits use it to get donations and photographers use it to promote their portrait services. It just works.

My first thought was how easy Ontraport was to get started with compared to another marketing automation company I had just tried. Recurring payments were to set up. There was no initial training cost, and you could sign up as a customer directly from their website. On top of this, everything was split testable without needing a strange workaround.
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.

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.
To help entrepreneurs determine how successful their efforts have been, the brand delivers weekly reports and customized engagement scoring; it also spotlights the outcome of A/B tests. Delivra’s Drag & Drop Editor and Image Editor can lend a helping hand to less-than-artistic entrepreneurs who need to design and package their messaging. And for small businesses wanting to tie their marketing efforts directly to their e-commerce stores, Delivra integrates with multiple systems to enable small businesses to segment shoppers and re-engage them.
Before we go to that famed list, let us revisit the term automation. In simple terms, automation means finding a way of simplifying a task that needs repetition – which can not only save time and effort but also make the whole process less stressful.So what does marketing automation imply? Marketing is the process of selling products and/or services. So, marketing automation obviously means automating the process or actions involved in marketing.
Email marketing is a great first step toward developing solid communications with your customers and prospects. But once you have moved past one-off messages and have decided to create prolonged, personalized messages powered by customer data, it's time to try marketing automation. No tools better exemplify the simplicity, effectiveness, and scalability of marketing automation software than two of our three Editors' Choice tools: HubSpot and Pardot.
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.
A while back, we were looking for a marketing automation tool ourselves. We researched, we talked to analysts, and we had deep dives with company reps. Since then, we’ve become very involved in the industry thanks to the complementary nature of analytics and marketing automation. We’ve even formed partnerships with several companies. Now finally, we present our top picks for marketing automation tools (in no particular order).
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.
Granted, SendinBlue’s visual marketing automation builder may not be as beautiful as ActiveCampaign’s, but it’s no less powerful. In fact, SendinBlue’s automation builder is so free of bells and whistles that it’s actually quite refreshing to use after using some of the tools that require contacting support or reading documentation just to complete basic tasks.
Funny timing that this post was put up today. I just had a meeting with a marketing consultant who was trying to sell my law firm on a whole new marketing package, including a new website, a social media strategy, etc. This person also said they had 10 years of experience in internet marketing. I told this person I thought each of the lawyers at my firm (who each have very different practice areas) should have an autoresponder set up. I said ideally each lawyer would have a “report” in the form of a PDF (available on their bio page) that would entice subscribers to download the report and sign up for the autoresponder.
Marketo is a marketing automation platform that includes account-based marketing, email, mobile, social, digital ads, web, and marketing analytics, allowing business owners to drive engagement through multiple channels from one platform. Its goal is to help small businesses build long-lasting relationships with customers and create end-to-end engagement. Its cloud-based infrastructure can handle hundreds of millions of activities each day, meaning it can scale with its customers.
What is email marketing? Basically the use of email to promote products and/or services. But a better email marketing definition is the use of email to develop relationships with potential customers and/or clients. Email marketing is one segment of internet marketing, which encompasses online marketing via websites, social media, blogs, etc. It is essentially the same as direct mail except that instead of sending mail through the postal service, messages are sent electronically via email.

Uses tracking codes in social media, email and webpages to track the behavior of anyone interested in a product or service to gain a measure of intent. It can record which social media group or thread they followed, which link was clicked on in an email or which search term was used to access a website. Multiple link analysis can then track buyer behavior - following links and multiple threads related to product A but not B will show an interest only in A. This allows more accurately targeted response and the development of a nurturing program specifically targeted towards their interest and vertical market. Due to its interactive nature this has been described as Marketing Automation 2.0.
Good marketing automation takes into account the evolving needs of your leads, and the behaviors and interactions they have with you across all of your marketing channels. not just email. Using behavioral inputs from multiple channels such as social clicks, viewing a pricing page or consuming a particular piece of content gives marketers the context they need to fully understand a lead’s challenges and how to guide them down the funnel. The most effective marketing automation not only collects data from multiple channels, but uses those various channels to send their marketing messages as well. That means the success of your campaign relies less on the email, and fully utilizes the various channels that influence a buyer’s decision.
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.
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
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.

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.


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.

High performing marketing teams are 3.3 times more likely than underperformers to use CRM tools extensively, and 34.4 times more likely to say that they are excellent at creating personalized omnichannel customer experiences across all business units. The evidence is clear. If a business hopes to excel in marketing, its focus must be on facilitating customer journeys, and finding the tools with which to do so. Salesforce is a good place to start. Using Salesforce, you can create these kinds of 1-to-1 journeys, and connect to customers in a whole new way. Check out the tools that you can add to your arsenal today.
Having tackled what you should look for in a program, we can now move on to discussing our 20 best marketing automation software solutions for small businesses. If you’d like a more in-depth discussion on what these software solutions can do, you may read about the benefits of marketing automation software here . But, if you’re ready to check out our marketing automation software 2019 comparisons, then keep reading this article.
Marketing automation has shifted away from the pure automation aspect to an integrated marketing approach whereby automated workflows, pre-defined scenarios and various customer-driven triggers are set up in a connected and omnichannel way. A single customer view is essential as is a connected approach, also regarding other systems (CRM, content management, content marketing, social media tools,…), that often however start getting integrated in the offerings of some vendors.
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.
Yes, we update it once a year to keep it relevant. We’ve actually updated it twice in 2018 due to some of the bigger changes in the marketing automation landscape this year. Notably, we’ve included a few new vendors that have become quite popular (Prospect, SendinBlue) and removed some of the older ones that were declining in popularity (e.g. Eloqua).
What we liked: MailerLite’s ease of use makes it an ideal tool for getting started with autoresponders – even beginners can master setting up emails and campaigns fairly quickly. And it’s great that you can use most of the features completely free of charge (as long as you have fewer than 1,000 subscribers). If you do need to upgrade, it’s one of the most competitively priced providers on the market – so it’s a great way to set up cheap autoresponders.

Paid Plan – The paid plan consists of multiple sub-plans & starts from $10/month for 2000 subscribers. The list of features includes advanced list segmentation, 3rd party integrations, custom opt-in forms, removal of Moosend branding etc. Take a look at some of the other cost schemes with different number of subscribers & unlimited email campaigns:-

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!


Get to know your prospects and what they’re looking for. Learn who they are, what role they play (for B2B marketers), what their pain points are, and how you can help. A common technique is to set up a lead capture page (that is, a landing page). Lead capture pages often ask visitors for something in exchange for a reward. For example, a user may be asked to enter her email address, zip code, and job title in exchange for a downloadable e-book or white paper, an entry to a sweepstakes raffle, or a promotional coupon or discount code.
Wishpond is an application specializing in boosting online marketing campaigns. Offering features for marketing automation, social posting, website popups, lead management, API access, and custom CSS, it also supports a number of CRM integrations. Wishpond offers three monthly payment plans: Basic, Pro, and Growth costing $45, $78, and $129 respectively. For yearly payments, they offer 36% off your subscription.
If you want to integrate your email with your shopping cart but don’t quite want to spring for InfusionSoft, 1ShoppingCart could be your answer. 1ShoppingCart is a one stop solution for payment processing and email marketing. It allows you to segregate lists and mail only buyers or your entire list. It’s one of the more reputable shopping cart services on the net.

Netsuite is an advanced marketing automation software capable of automating various marketing specific processes, flows, and tasks. You can use the platform to create multiple campaigns and align the same with your sales team. The execution of multiple marketing campaigns driven by email, social media, event management, and others can be streamlined effortlessly using Netsuite.


Marketo is great for companies who are going to make use of the tool’s many features that go beyond basic marketing automation. It’s not the most expensive tool, but it’s certainly not the cheapest either. If you’re not going to use the advanced functionality of the system, you can get similar results with one of the less expensive tools. However, if you want to start with the basics and move into the more advanced functionality in the near future, it could be a good idea to start with a tool like Marketo so that you don’t have to switch over all your data and campaigns down the line. We also like that Marketo has a very large and active knowledge base, which is a great resource for new users.
Selligent Marketing Cloud is a marketing automation platform that enables B2C brands to engage consumers across all critical channels. Built for the relationship marketer, Selligent Marketing Cloud is the only marketing cloud built on single code base, featuring artificial intelligence and a Customer Data Platform with a universal consumer profile at the core of every action. More than 700 brands across retail, travel, automotive, publishing, and financial services rely on Selligent Marketing Cloud’s proven platform. With 10 offices across the United States and Europe and more than 50 agency partners and resellers, Selligent Marketing Cloud serves over 30 countries with local, personalized service.
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.
The huge advantage of email over social media is that prospects and customers are more likely to see an email than social media. Just posting something doesn't mean that everyone you want to see your message will see it. Your post might not even show up in your targets' social media streams. However, an email will sit in the inbox until it's read (or deleted). 
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.
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.
Pica9 is a local marketing automation platform offering brand resource management, web-to-print, email, social, landing pages, and more with its comprehensive CampaignDrive™ platform. Pica9 empowers local marketers to streamline marketing efficiency and enhance results from a single, intuitive interface to manage a multitude of marketing functions.
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.

A call to action (CTA) is a word or phrase that encourages readers and subscribers to do something specific. Examples of calls to action include “subscribe”, “shop now”, “get the free ebook”. You use CTAs on email signup forms, landing pages, in email newsletters, and more. When someone does what you want as a result of your call to action, that’s called a conversion. In email marketing, a conversion often means following a link in a email newsletter to visit another resource.
SXSW, Inc. – This lean organization organizes some of the most well-known events in the world, including the SXSW film, music and interactive festivals held every year in Austin, Texas. The goal of their marketing team is to increase ticket sales and attendees at these events, so they use email marketing to keep subscribers up to date as new artists and speakers join the lineup.
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