Through Leadformly (a lead gen tool we own) we work with a lot of Salesforce/MC users looking to integrate our lead forms into their CRM/automation environment, and the complexity is much greater compared to more intuitively-designed tools such as ActiveCampaign, Hubspot etc. However, having all of the data in the Salesforce environment does have a reporting/tracking advantage – but nothing that can’t be achieved using other tools connected via tools like Zapier.
Most marketing automation software is sold as a platform — an integrated suite of tools with a feature set. The automation tools, and the specific capabilities of each tool, of course vary from platform to platform. That said, you can expect most marketing automation platforms to have tools and features to assist or automate the management of the following:
As mentioned before, the type of email campaign you send depends entirely on your goals with email. If you’re looking to drive direct sales then sending marketing offer and announcement campaigns are going to return the best results, however if you are simply looking to keep your existing customers up-to-date on the latest projects, products or developments at your company, then sending a regular newsletter is going to be the best way to achieve that.
B2B enterprise buyer. These buyers work for firms that market to other businesses, and engage in longer sales cycles. They are primarily seeking capabilities that help them nurture relationships with prospects. Lead nurturing, lead scoring, sales force automation (SFA) and sales coordination and enablement tools are all critical for optimal performance.
Well, charity: water took an alternate route. Once someone donates to a charity: water project, her money takes a long journey. Most charities don't tell you about that journey at all -- charity: water uses automated emails to show donors how their money is making an impact over time. With the project timeline and accompanying table, you don't even really need to read the email -- you know immediately where you are in the whole process so you can move onto other things in your inbox.
Marketing is a different world from the one that existed a few decades ago — more than that, it is different from the way it was even a few years ago. Modern technology has changed so much about the way that people go about everyday tasks that it now permeates everything that they do. As a result, when trying to reach people through sales and marketing, it should come as no surprise that technology is an integral tool to use.
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.
Higher Logic Marketing Automation Enterprise powered by Real Magnet is a leading marketing automation platform that helps businesses attract, engage and deliver better email, marketing, social and mobile campaigns. Higher Logic simplifies marketing automation with its intuitive design, seamless integration with leading CRMs and dedicated consultative team that ensures smarter engagement. Higher Logic's easy-to-use platform, intelligent productive analytics, and exceptional email deliverability helps the modern marketer navigate and succeed in a complex digital marketing landscape. We serve a wide breadth of customers including some of the largest associations, media companies and the most innovative technology companies, including the American Red Cross, Arnold & Porter, IBM, Kiplinger’s, MIT Technology Review, and Viacom.

As mentioned before, the type of email campaign you send depends entirely on your goals with email. If you’re looking to drive direct sales then sending marketing offer and announcement campaigns are going to return the best results, however if you are simply looking to keep your existing customers up-to-date on the latest projects, products or developments at your company, then sending a regular newsletter is going to be the best way to achieve that.
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.

An auto responder is generally more similar in content to a newsletter than it is to a direct sales email, though it combines many of the elements of both. The content can vary wildly though based on your industry segment and what you've promised subscribers. The most common type of auto responder content will be tips or advice, but you can also do great things with recipes, serial fiction pieces, inspirational quotes and a variety of other topics. Essentially, you are looking for content that will engage users over a period of time while also providing a platform to encourage sales of your product or service or visits to your website.


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.
eTrigue is a cloud-based marketing automation provider featuring easy-to-use campaign building and rapid time-to-value. eTrigue’s DemandCenter helps hundreds of organizations track and nurture prospects through inbound and outbound programs. DemandCenter tracks across email, web, mobile, and social. eTrigue DemandCenter’s integrated marketing suite is particularly attractive to medium and small organizations, as well as to divisions or groups within larger enterprises.. eTrigue makes it simple for small marketing teams to can manage all online marketing efforts from a single dashboard. Full integration with major CRM, Webcast systems and ad-reporting systems. Instant real-time lead alerts are included for sales.

Are you one of the 63% of marketers who say their top challenge is generating traffic and leads? If so, then you already know how taxing the process can be. You’ll need to find ways to draw people towards your site, regularly generate content that piques their interest, be active on social media, and create innovative tactics to engage new leads. With a limited budget and small staff at your disposal, where will you find the time to do all of that while you manage your business on a daily basis?
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!?
Send new subscribers a “welcome” sequence. This is the message that you send to people right after they subscribe to your email list. It could contain a link to your lead magnet for an easy download, a thank you for subscribing, or maybe a call-to-action to check out your most popular blog posts. Every email list needs a welcome series: don’t miss this chance to “woo” your new subscribers and turn them into loyal fans!
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