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.
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.
Autopilot is simple and visual customer journey software. We help you capture and convert new leads, connect with customers, and create loyal repeat buyers. LAUNCH IN MINUTES Autopilot’s visual canvas for creating customers journeys is inspired by drawing campaigns on a whiteboard. Whether you need to follow up with new contacts, qualify and assign leads to sales, or onboard customers, you can automate your marketing simply by dragging and connecting shapes together in just a few minutes. INTEGRATE POPULAR TOOLS Connect Autopilot with tools like Salesforce, Facebook, Segment, Slack, Typeform, Twilio, and Zapier. Or plug in your own using our API. By centralizing your data, you can create a personalized experience based on interests and behavior. Instantly trigger automated journeys to assign leads in Salesforce, follow up after LiveChat conversations, or add customers to a Facebook Custom Audience. CREATE MULTI-CHANNEL EXPERIENCES Create a better experience for you customers by sending targeted emails, in-app messages, SMS, and postcards at the right time in their journey. Allow subscribers to opt-in by texting a keyword to a number. Notify active customers of a new product feature when they log in to your app. Celebrate milestones or offer a special discount by sending a postcard as easily as automating an email. TRACK AND OPTIMIZE PERFORMANCE Set a goal for every journey to get insight into which messages convert and how journeys are trending. Track your performance in real-time, run A/B test experiments, and quickly optimize based on results. Autopilot has helped the Equality Campaign in Australia win the YES vote on gay marriage. It’s helped Microsoft communicate with and onboard new developers. It’s helped Patreon connect and educate creators to give them new revenue streams. And it’s helped hundreds of startups tell their story and grow their businesses. Are you ready to launch your next customer journey? We offer a 30-day free trial so you can try it out, no credit card required.
Use of two-dimensional barcodes. Two-dimensional (2D) bar codes are seen more and more often on print ads, bill boards, bus stop benches and even as tattoos. Customers can use smart phones as code readers to get information about a product or service immediately on their mobile browser. Current solutions can use 2D bar codes with third-party solutions, but new versions will have built in support.
Once you have visitors on your website, the next step is to convert them. At the very least, you should start collecting their email addresses. Once you start building an organic email list, you can start reaching out to your customers and prospects so that you can re-engage them through your content: ebooks, whitepapers, and tip sheets. Here are the most important components of conversion optimization:
GetResponse is a web-based, all-in-one marketing platform that helps business owners to build permission-based mailing lists, maximize conversion ratios, increase profitability and build customer confidence. GetResponse serves more than 350,000 active users from 182 countries, engages more than 1 billion subscribers every month, and delivers 10 billion permission-based emails per year with an average deliverability rate of 99.3 percent. GetResponse platform includes: Email Marketing With GetResponse Email Marketing, send beautifully-designed, responsive emails. Increase your sales and subscriber engagement through comprehensive email marketing campaigns. In just a few easy steps you can have an entire campaign up and running, whether you’re an experienced marketer, or just starting out. Use newsletters to send updates or announcements to your list, autoresponders to nurture and educate, forms to grow your list, and 99% deliverability to ensure your messages always reach your subscribers’ inboxes. Features: Newsletters, 99% deliverability, autoresponders, mobile-responsive email templates, dynamic content, advanced segmentation, responsive design, perfect timing, advanced analytics, AB testing, forms, list building apps Landing Pages With the simple to use drag and drop landing page creator, create 100% responsive landing pages and web forms. GetResponse landing pages include hundreds of professionally designed, ready-to-go templates. Create top-notch web pages for opt-in, thank you, sales, webinars, and more in less than ten minutes without touching a single line of code. Features Video integration, 150 responsive templates, mobile design, custom domain, image editor Webinars Nurture your leads with complete webinar marketing solution. GetResponse is the first email marketing service to provide a complete webinar marketing solution. With GetResponse Webinars, you can not only acquire new leads but also nurture existing customers, thanks to an advanced integration with GetResponse email marketing. Use GetResponse Webinars to host trainings, product announcements, trainings, demos, and more. Features: Desktop sharing, polls, presentation sharing, chat, moderation tools, VOIP camera and voice capabilities, attendee management. Marketing Automation Scalable workflows based on customer journeys. Create marketing automation workflows in an easy drag-and-drop creator to track subscriber behaviors in real time. React to completed purchases, abandoned carts, key web page visits, message engagement, and much more. Features: Email marketing automation, lead scoring, web traffic tracking, cart abandonment, automation segmentation CRM Create customizable, drag-and-drop sales pipelines to nurture your leads and turn them into repeat customers. Spot opportunities using deals and stages that fit your sales process. Add notes and comments to your deals to easily keep up with daily activities and smash your sales and marketing goals. Features: Pipeline view, deals, stages tasks, notes, reminders.
Sales is all about speed. How long does it take you to respond to a customer? Was your conversation efficient while still being educational? Most importantly, did you get there before the other guy? Choosing a CRM to match the lighting speed of your sales team can bog you down in lots of calls and meetings. So we did the research for you to find the top 20 most user-friendly CRM software products. Stop shopping and start selling!

Businesses that sell to other businesses (B2B) firms have longer sales cycles and engage in more relationship building activities. Businesses that sell to consumers (B2C) rely more on brand and high-volume direct outreach efforts. This overview aims to improve understanding of how marketing software applications work and provide an update on trends every buyer should know.


Marketo, an Adobe company, offers the leading Engagement Platform that empowers marketers to build brand value, grow revenue, and prove impact. Consistently recognized as the industry’s innovation pioneer, Marketo is the trusted platform for thousands of CMOs thanks to its scalability, reliability, and openness. To learn more about the Marketo Engagement Platform, LaunchPoint® partner ecosystem, and the vast community that is the Marketing Nation®, visit www.marketo.com.
The program is free, but message and data rates may apply from your carrier. Check your mobile plan and contact your mobile carrier for details. You are responsible for obtaining and maintaining all mobile devices and other equipment and software, and all internet service provider, mobile service, and other services needed to access and use the program, and you are solely responsible for all charges related to them, including charges from your mobile carrier.
HubSpot is a leading growth platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 52,000 total customers in more than 100 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to Grow Better. HubSpot Marketing Hub has everything you need to run successful inbound marketing campaigns that make people interested in your business and happy to be your customer.
While Adobe says that it builds its estimates by tracking transactions at 80 of the biggest retailers online in the U.S., Mastercard tells us that SpendingPulse uses “national retail sales across all payments types in select markets around the world. The findings are based on aggregate sales activity in the Mastercard payments network, coupled with survey-based estimates for certain other payment forms, such as cash and check.”
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Tirena is a Managing Senior Analyst for Gartner Digital Markets. She graduated from Christopher Newport University with a Writing Intensive BS in Biology with a focus in genetics, obtained a Masters in Public Health from George Mason University, a Writing Certificate from the University of Cambridge and a Marketing Certificate from Georgetown University. Follow her on @TJDingeldein for insights on marketing, data science, and startups.

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Marketing automation: HubSpot says that marketing automation is crucial to the ‘closing’ stage of marketing. We disagree. We think that marketing automation is more than just email and it spans the entire marketing lifecycle. It is, however, crucial to your company’s ability to close deals. You need to move customers through your sales conversion funnel – this process will be continuous and require some degree of nurturing, guiding, and even hand-holding. Marketing automation can help your company take the lead in guiding prospects through the sales conversion funnel.
Omnisend - Email Marketing & Automation for Ecommerce provides the omnichannel approach for sales-driven marketers that have outgrown the generic email marketing platforms. Join more than 40,000 merchants that have trusted their e-commerce marketing automation to Omnisend. Our platform provides a complete solution for connecting your ecommerce business with potential and existing customers across multiple customer journey touchpoints. Try a more personalized omnichannel touch with your customers by email, SMS, Facebook messenger or automatically synchronizing audiences for Google, Facebook and Instagram platforms for better customers’ experience and higher conversions. Omnisend works with all e-commerce platforms including Shopify, Bigcommerce, Magento, WooCommerce and others. Drive sales at scale Email marketing automation is all about sending anticipated, contextualized and relevant messages at the right time. Capitalize on pre-built automation templates that you need to set up only once. Then sit and watch your sales growing on autopilot with Welcome emails, Cart Abandonemnt, Order updates, Customer Re-activation and Order Follow-up. Design state-of-the-art newsletters in minutes Skip the tedious and time-consuming newsletter setup process. Our drag-and-drop Content Editor is intuitive and gives you all the tools you need to enjoy great results at the speed of light. Improve your performance with beautiful email templates, the one-click Product Picker, the interactive CTR boosters and unique Discount Coupons. Choose how to grow your email list Choose how to turn your visitors into subscribers with a wide variety of signup forms. Omnisend’s forms are mobile-friendly and fully customizable. Grow your list with non-intrusive Signup boxes, welcome and exit intent Popups, the fun Wheel of Fortune, and customizable landing pages. Ready to convert your visitors into repeat customers? Try out Omnisend’s ecommerce marketing automation—every new user starts with a 14-day, obligation-free trial. After 14 days, you choose whether to keep using one of our paid plans - Standard or Pro - or continue with our Free plan, which includes 15,000 emails per month (up to 2,000 emails per day). Majority of our customers value Omnisend as a great alternative for their ecommerce businesses compared to Mailchimp, Klaviyo, Active Campaign and others. Omnisend gives you stellar support and helpful advice anytime you need it. We’re available 24/7 for all. 																

We currently have three Editors' Choice picks for marketing automation solutions here at PCMag. One of them, Campaigner, impressed us with its intuitive UI and its wealth of online resources. Another Editors' Choice, the aforementioned Pardot, excelled due to its built-in search and social marketing functionality. Lastly, the aforementioned HubSpot had an impressive set of prebuilt workflows that also got our top nod. While all of these are fantastic solutions, they are all quite different, and it's definitely worth taking the time to research the best solution for your needs. This, of course, also applies even to the other products that did not get an Editors' Choice designation.
The goal of the platform is to spark new relationships and rekindle old ones — Autopilot has found that two times as many leads are generated by businesses that maintain contact every two to four weeks. By capturing data from a small business’s website or app, the platform can integrate with other systems to fuel personalization and segment customers. It then monitors the performance of each journey and delivers insights into how messages are converting so entrepreneurs can adjust instantly.
Even with the early sales figures, costs, including investing in digital, and comparable results are still hurting retail stocks. Heading into the weekend, retailer shares were hit hard, with Target shares down 16.6% for the week, Kohl’s Corp. KSS, +3.45%   stock down 12.8%, off-price retailer TJX Cos. TJX, +0.39%   tumbling 12.6% for the period, and Costco Wholesale Corp. COST, -0.59%   down 4.3%.
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.

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.
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Use of two-dimensional barcodes. Two-dimensional (2D) bar codes are seen more and more often on print ads, bill boards, bus stop benches and even as tattoos. Customers can use smart phones as code readers to get information about a product or service immediately on their mobile browser. Current solutions can use 2D bar codes with third-party solutions, but new versions will have built in support.
Let’s take a few examples. A global software technology company, for example, has hundreds or thousands of sales reps who need to have visibility to their key accounts and contacts within those key accounts. They manage the contact database and contact strategy with a sales force automation tool, which focuses on improving the productivity of the sales organization. But what about the marketing arm of that company? The job of the marketing department is to generate, nurture, evaluate and follow up on leads, which they then pass off to the sales force automation system when the leads become sales-ready. The system that’s responsible for generating, nurturing, classifying and scoring those leads would be the marketing automation system, and it’s owned and run by the marketing department.

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The massive sales figures point to the solid growth of e-commerce, with more customers each year spending more online, threatening traditional retailers' networks of stores. The records also validate expectations this holiday shopping season would become one of the strongest in years, thanks to low unemployment, high consumer confidence and a robust economy.
However, the term “marketing automation” has become a buzz-word, where marketers seek out marketing automation software under the impression that all of the digital marketing tools necessary for growth, including those needed to generate new leads, roll up under the hood of marketing automation. This misconception leaves many marketers with sophisticated tools to automate the middle of their funnel, but no solution to generating new leads to nurture in the first place.

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).


Target said third-quarter digital sales climbed 49 percent, the best since the company started breaking out that metric. It said digital now accounts for 6 percent of its total sales, up from 4.2 percent a year ago, with stores making up the rest. It hasn't offered an outlook for e-commerce sales for the fourth quarter but said it expects profit margins will continue to be under pressure during the holidays, thanks to heightened supply-chain expenses.

Spending on smartphones, meanwhile, continues to climb at a rapid clip, as companies like Macy's and Target have poured money into improving their mobile apps. And as bricks-and-mortar retail traffic continues to fall, some retailers are now trying to find ways to use their apps to lure shoppers back to stores, where sales are typically more profitable. Walmart, as one example, has added store maps to its app ahead of the holidays, letting customers pinpoint exactly where an item is and plot out their trips before they arrive.


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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.
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. 																

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).
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