According to Hendrix, there are two types of "bad" marketing automation: People who use a marketing automation platform ineffectively, and platforms that label themselves as “marketing automation” even when that’s not the case. “True marketing automation allows you to track each touchpoint that a person has with your brand, take that in and adapt your messaging accordingly. It should enable you to not only automate processes, but anticipate your buyers' needs and accelerate their buying journey. Marketers need a solid marketing automation strategy, rather than just automating the same tasks they’ve been doing all along," Hendrix said.
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Marketing automation focuses on the needs of the marketing team and CRM is focused on the needs of the sales team, Hendrix said. “Marketing automation is your communication engine, while CRM is your database of record,” she added. Some marketing automation systems support native integrations for CRMs like Salesforce, SugarCRM and Microsoft Dynamics. These integrations help marketers create a connected and automated lead management process that enables optimization over time, with the right reporting.
When designed well, marketing automation solutions make your job easier. They perform the difficult, tiresome work that is a natural part of running a marketing campaign while drawing from various data sources. The software compiles information, such as the number of opened emails, abandoned e-commerce carts, and data from web forms, to help inform your marketing decisions. When you maximize the features that these solutions offer, they can truly improve your company's bottom line.
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Userfox works primarily with tech companies, so if you’re in the industry, you’ll be in good company. Like Customer.io, userfox has a lightweight interface and is designed to trigger emails based on events (rather than just pageviews), so if that’s important to you, userfox is a great choice. You might also consider userfox if you’re already using AdRoll, as the acquisition likely means a tight integration between the two products in the future.

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?
Workarea Commerce Platform says—across more than 700 e-commerce websites that use its e-commerce platform service—mobile’s share of revenue of consumers shopping via mobile was up 6% year over year on Thanksgiving Day. In addition, mobile’s share of traffic dominated again this Thanksgiving day driving 61% of total traffic, up 5% from our data last year, according to Bill Tarbell, vice president of marketing at Workarea. He also notes that sales from consumers shopping on desktops fell to 49% of total revenue, a drop of nearly 5% compared with Thanksgiving 2017.
As every small business owner knows, wearing a lot of hats is how you keep your company in the black. The problem, of course, is that any business owner only has 24 hours in a day. Cramming business development, customer service, marketing, production, financials, and everything else on one to-do list is a recipe for disaster (and a complete lack of sleep).
Marketing automation focuses on the lead acquisition and demand generation activities within a marketing group, as opposed to the sales activities, where CRM systems as a whole tend to focus. Simply put, these tools automate marketing processes — everything from strategic planning and campaign design to customer segmentation, lead generation, nurture campaigns, prospect scoring, and closed loop analytics.
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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.


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.

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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.
Now take the example of a much smaller company. The company’s 20 sales reps might have an on-demand sales force automation system, and the company might have one marketing rep who manually collects, scores and transfers leads. But as the leads grow or become more complex due to multiple products or sales regions, the marketer will need an automation platform from which to plan programs and execute campaigns. Again, the marketing automation system is the tool for the job.
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Marketing automation creates relevant content and messaging at scale across many channels. Send email messages with dynamic content that personalizes far beyond sticking a customer’s first name in the subject line. Integrate mobile messaging with your email and social campaigns through SMS/MMS, push notifications, and group messaging. Generate digital ads that appear for the right person at the right time. Plus, recommend the right products on your website for each individual user — automatically.

The latest version of IBM Campaign brings many innovations to the sophisticated marketing team enabling you to work smarter and faster, and to keep your customers more engaged and loyal than ever. Marketers use IBM Campaign to maximize revenue and responses via personalized and optimized campaigns and offers. Increase results with powerful segmentation against the largest data sources and provide the right offers to the right contacts at the right time in the right channel. Boost ROI by optimizing contact communications and marketing spend. Choose to deploy fully to the cloud or on premise. Improve engagement and ROI: Easily integrate with the rest of your marketing ecosystem to seamlessly execute personalized, offline and digital campaigns to take your customers on targeted journeys. Work smarter and faster: With AI-powered Watson Assistant available with IBM Campaign, work smarter and drive to insights more quickly than ever. Save time, make better decisions and drive customer engagement. Optimize ownership for your enterprise: Choose the deployment and ownership approach that works best for your organization. Deploy on premise or via subscription and fully to the cloud — managed and hosted.
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!
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