In-Depth Analytics. Evaluation is an important aspect of any marketing campaign, but the process of collecting and organizing data for the task can be overwhelming. This is why it’s important to choose marketing automation solutions that have built-in analytics tools. With these, you can get complete insights on your marketing campaigns effortlessly.
Transactional emails are usually triggered based on a customer's action with a company. To be qualified as transactional or relationship messages, these communications' primary purpose must be "to facilitate, complete, or confirm a commercial transaction that the recipient has previously agreed to enter into with the sender" along with a few other narrow definitions of transactional messaging.[3] Triggered transactional messages include dropped basket messages, password reset emails, purchase or order confirmation emails, order status emails, reorder emails, and email receipts.
bpm’online marketing is one of the leading cloud-hosted programs for holistic multi-channel marketing. A module inclusive in bpm’s CRM bundle, this platform allows users to to optimize both front-office and back-office tasks with ease. Equipped with lead generation tools, communication features, and content creation solutions, the software can also be integrated with AI to boost user adoption. bpm’online marketing offers quote-based and annual enterprise pricing according to the number of contacts and users who will be enrolled in the system.
Furthermore, personalization features can improve the customer experience. And last but not least, professional marketing automation software and processes, involve offline and/or online interactions with customers whereby triggers and scenarios are included to direct prospects and customers to personal contact moments (e.g. being called by a customer service rep). Just like any other digital business and digital marketing process or software, the success of marketing automation implementations is not (just) a matter of technology or automation.

All these evolutions also don’t mean that organizations will be passive respondents to customer signals and digital footprints. Wake-up call number two: sales is not dead despite what Gartner predicts. It all depends and it remains essential to close the loop between marketing and sales. Yet, it is also time to close the loop with other divisions and with the customers and their networks themselves.
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.

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?

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.

All these evolutions also don’t mean that organizations will be passive respondents to customer signals and digital footprints. Wake-up call number two: sales is not dead despite what Gartner predicts. It all depends and it remains essential to close the loop between marketing and sales. Yet, it is also time to close the loop with other divisions and with the customers and their networks themselves.
Behavior-Based Email Marketing. Email blasts have the tendency to come off as impersonal, so more often than not, they get ignored or overlooked. Make the most out of your emails using SharpSpring’s behavior-based marketing feature. Unlike fully automated email marketing tools, this lets you create personal messages that your leads will appreciate.
Emarsys Marketing Platform is a Fully Integrated Marketing Platform, one platform, all the tools you need. Analyze, optimize, personalize. Use the Emarsys Marketing Platform to create a unified profile for each of your customers. Then, automate personalized messages across all channels, optimize for performance, and measure results - all from a single integrated platform. Move beyond segmentation to true one-to-one personalization. Anyone can collect data, but without the right tools to interpret and use it, it’s useless. The Emarsys Marketing Platform goes beyond data collection and segmentation to create unified profiles for every customer. Identify important audience segments and opportunities for repeat business you never knew existed. Then reach out to buyers through truly personalized 1-to-1 interactions with the right message at the right time across the right channel for each individual to drive optimal results. Other marketing platforms and point solutions pressure marketers to become more like data scientists and encourage the addition of more fragmented tools and technologies to their marketing tech stacks. But Emarsys is challenging this way of thinking. Why? Because regardless of your level of technical expertise or the number of point solutions you may have, human-driven personalization doesn’t scale. It never will. But Emarsys Artificial Intelligence Marketing does. It’s time to take a stand. Powered by AI, the Emarsys Marketing Platform leaves the data science to the machine. Our single, integrated platform delivers truly personalized interactions to your customers - at scale - all while allowing you, the marketer, to focus instead on what you really love: strategy, content, and creative.
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.
MailChimp 12,000 emails per month (daily limit of 2,000), for up to 2,000 subscribers. MailChimp’s autoresponder range is comprehensive. It includes basic autoresponders (welcome, date-based, RSS etc), as well as more advanced options (e.g. ecommerce, tag-based). The main drawback – their autoresponder editor isn’t the easiest to use. (Full review)
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.
If you’re not leveraging interactions across every marketing channel like social media, your website, or the content your leads are consuming, it’s as if you’re only listening to your leads 30% of the time. Have you ever been on the phone with a sales rep who doesn’t answer your questions and reads straight from a pre-generated script without taking your specific needs into account? Did you end up buying from that company?

HubSpot is all about inbound marketing, and it offers a free CRM that helps businesses organize and track customers — as HubSpot says, its CRM “automates the tasks salespeople hate.” The platform tracks interactions automatically, and it compiles data about deals on a single dashboard so the entire journey is visible. Beyond its CRM, the brand offers blogging, landing pages, email, lead management, analytics, web, social media, SEO, ads, and integration with Salesforce.


"Why aren't millennials moving?" The subject line of this email campaign reads before citing interesting data about relocation trends in the U.S. Trulia doesn't benefit from people who choose not to move, but the company does benefit from having its fingers on the pulse of the industry -- and showing it cares which way the real estate winds are blowing.
Auto-responders are an excellent offer or follow-up when someone gives up their email address. A short, topical sequence of 3-6 emails that deliver value to the reader are particularly effective. Linking back to your website or blog for ‘read-more’ achieves good tracking opportunities too. There are many email systems that will support and deliver this. The challenge is to identify the trigger event, and create engaging messages. Great discussion. Good luck.

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.
Ideally, email marketing should go hand-in-hand with social media. Adding social media "Like" or "Share" buttons to your marketing emails gives an additional way for customers to connect with your brand. Snippets of positive reviews from social media fans can be included in emails, and conversely, social media postings can be used to encourage fans to subscribe to your email newsletters.
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.
366 Degrees is a marketing automation platform that allows small to medium businesses to communicate with leads across several channels and track their interaction with your content. With integration into the CRM platform of your choosing, you can keep your lead database up to date across your marketing and sales teams. 366 features smart content creation with pre-made HTML snippets that make creating emails and landing pages easy, no coding background needed! Then, track your leads' interactions with your content and automatically follow up with behaviorally cued automatic drip campaigns. 366 features integrations to Salesforce, Datanyze, Nimble, and now Vidyard for video marketing made easy. Drop video into emails, landing pages, or social posts and watch leads pour in.

I really like that the autoresponder can be configured to very specific times. I also like that it cannot respond to other autoresponder messages because it means therefore that the process would repeat over and over perpetually. Also, the fact that it cannot send messages multiple times to the same email is important otherwise it would be very annoying to the other party.

LeadSquared is a lead to revenue platform and it takes care of the lead capture to revenue cycle for several segments of B2C businesses like training providers, health and wellness, travel and tour agencies, etc. Most of the marketing automation softwares out there, are made to address needs of B2B firms and integrate with CRM. This combo is costly and becomes too complex for a typical user in a B2C setup. For such category of firms in B2C which are marketing-led, our solution can obviate the need of a CRM altogether and provide them with the best in class marketing technology.

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.


A hot prospect just signed up for your newsletter? Great! Now create a new lead for them in your CRM. Let the software guide them into the appropriate drip or nurture campaign, send a welcome message, and track engagement. While you’re at it, let the software also gather behavioral data and alert your sales team when the prospect is active on your channels. Marketing automation platforms that integrate with CRM do the grunt work for you.
We were really impressed by the ExactTarget demo at Dreamforce (the company was recently acquired by salesforce.com). One thing that stood out to us about ExactTarget is the system’s ability to target communications over multiple channels. Most marketing automation tools focus on email, but ExactTarget goes beyond that and lets you target mobile app notifications, or even messages to the dashboard of a customer’s car (if, for example, you were a car manufacturer).

How should you balance useful content with solicitations for sales or offers? One of the greatest risks of an auto-responder program is having users become frustrated with hard-sales attempts and subsequently marking your email as spam, opting-out, or simply not opening future emails. All of the aforementioned activities can lower your quality score with email service providers and make it harder for your email sends to get into the inbox. Therefore, it's very important that your auto-responders actually contain useful information. While it's acceptable to include a sales offer along with useful information in each email, it is not advisable for you to make a sales-only email any more frequently than every fifth email in the series in order to protect your email sender reputation.
If you’re managing a list in the hundreds, thousands or low tens of thousands and you only collect leads through the internet, then there’s no better service than Aweber. Aweber doesn’t really allow you to add leads from offline sources. However, for online lists, Aweber sports the best deliverability ratings on the market. If you’re primarily using online opt-in forms, use Aweber. Your emails will get delivered, opened and clicked on.
The IMfSP page is like the Matrix Autoresponder Study Guide for anybody willing to deconstruct it. The name of the autoresponder, the title of the page, super-relevant page graphic, 2nd person “you” point of view, clear call to action—repeated, social proof call-outs, bullet points using the rule-of-three, what-to-expect-next clarifications, clearly defined autoresponder frequency, etc.

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.
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.

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.
366 Degrees is a marketing automation platform that allows small to medium businesses to communicate with leads across several channels and track their interaction with your content. With integration into the CRM platform of your choosing, you can keep your lead database up to date across your marketing and sales teams. 366 features smart content creation with pre-made HTML snippets that make creating emails and landing pages easy, no coding background needed! Then, track your leads' interactions with your content and automatically follow up with behaviorally cued automatic drip campaigns. 366 features integrations to Salesforce, Datanyze, Nimble, and now Vidyard for video marketing made easy. Drop video into emails, landing pages, or social posts and watch leads pour in.
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.

bpm’online marketing is one of the leading cloud-hosted programs for holistic multi-channel marketing. A module inclusive in bpm’s CRM bundle, this platform allows users to to optimize both front-office and back-office tasks with ease. Equipped with lead generation tools, communication features, and content creation solutions, the software can also be integrated with AI to boost user adoption. bpm’online marketing offers quote-based and annual enterprise pricing according to the number of contacts and users who will be enrolled in the system.
Marketing departments, consultants and part-time marketing employees benefit by specifying criteria and outcomes for tasks and processes which are then interpreted, stored and executed by software, which increases efficiency and reduces human error. Originally focused on email marketing automation, marketing automation refers to a broad range of automation and analytic tools for marketing[2] especially inbound marketing. Marketing Automation platforms are used as a hosted or web-based solution, and no software installation is required by a customer.
ReportGarden is a marketing automation software focusing on lead management and campaign reporting. Offering SEO audit, invoicing, and budgeting modules for digital marketing agencies, this platform comes in handy for those who are especially conscious about the accurate reporting of their progress. Easily accessed on desktops and internet browsers, ReportGarden offers four pricing plans that may be billed monthly or yearly depending on your preference. They also have a custom plan that starts at $65.

Seamless Integrations. Flexibility is key when it comes to marketing. So, it is best to choose a platform that can seamlessly integrate with software solutions you are currently using or applications you are thinking about using in the future. This way, you minimize the disruption to your business operations and avoid having to implement a new software each time your company’s needs change.
If you’re managing a list in the hundreds, thousands or low tens of thousands and you only collect leads through the internet, then there’s no better service than Aweber. Aweber doesn’t really allow you to add leads from offline sources. However, for online lists, Aweber sports the best deliverability ratings on the market. If you’re primarily using online opt-in forms, use Aweber. Your emails will get delivered, opened and clicked on.
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.
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.
I do find that Ontraport seems to have great pricing overall (and yes, a lot less functions you need to get a plugin or workaround for – I wonder when you have a platform you pay a lot for and then there is a big side industry of people doing training and also developing plug ins – I think if you pay for a product that product should really keep developing and adding those plugins ‘in product’ and I can see that Landon and his team are continuing to refine and add functionality that is requested, so I can’t fault their customer service).
One of the first questions new (and even experienced) marketers often ask is: “What’s the best autoresponder service or email marketing tool?”  Autoresponders and email marketing tools are some of the most important parts of your business. You use it to follow-up with customers. To keep people coming back to your site. To build loyalty. To make sales. Yet the answer is often not so clear cut. Do you want the highest deliverability possible? Do you want to import offline contacts? Do you want to integrate your list management with a shopping cart? Do you want to spend $20 a month or $500 a month? The answer to these questions all yield very different answers. Here are the top 10 autoresponder tools on the market, along with who they’re for and what they’re capable of.
The question then, is this: how does a marketing manager look past those good marketing automation tools, and find the best marketing automation tools? As mentioned, it starts with knowing what the customer wants, but the next step is to know which features will give them that. With that in mind, here are some features to look for in an effective marketing automation tool.

Write great subject lines. David Ogilvy once said that 80 cents of your dollar should be spent on writing headlines. With emails, the subject line is just as important. If it doesn’t catch your attention, you won’t open it. So, spend the majority of your time writing and polishing your subject line. A great email subject line entices curiosity about the content of the email. It’s also personal, and highly relevant to the recipient. To learn more about how to write amazing subject lines, we have an entire blog post on the topic: 30 Successful Bloggers Share Their Best Converting Email Subject Line.
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