Marketing automation is a type of software that allows companies to effectively target customers with automated marketing messages across channels including email, websites, social media and text messages to generate sales leads. The technology is a segment of customer relationship management, or CRM, and is typically used by marketing departments as a way to remove repetitive tasks from staff workflows and increase overall marketing efficiency.
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.
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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.

Amazon.com Inc. will account for 29% of U.S. sales during the five days spanning Thanksgiving through Cyber Monday, Internet Retailer estimates. So far, Amazon’s Alexa-enabled devices were some of the best-selling items on Amazon.com on Thanksgiving. In addition to Amazon Devices, best-sellers on Thanksgiving included the Instant Pot and Nintendo Switch.
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.
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.
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.
Because of the constant influx of marketing emails to their inboxes, buyers have begun to block out many  of these communications, whether through inbox filters or a subconscious disregard for irrelevant messages. Instead, these buyers are doing Google searches, and asking their friends for recommendations. They’re tapping the social media community for advice and browsing your website to see if your business offers a solution fit for their challenges. If you’re only communicating with these leads through email, you’re not only missing out on an opportunity to reach your leads via multiple channels during various parts of the decision process, you’re also ignoring a slew of behavioral data points they’re giving you about their needs and interests.
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.
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B2C companies, however, probably have the most to gain from marketing automation technologies, as they can reach larger segments of their customers with personalized messages than they could afford to without it. In the past, B2C brands may have sent the same email to all of their customers in regular intervals, which, at best, got a marginal return and, at worst, turned off otherwise loyal customers with off-topic communications.
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!
Automation is a surefire way for small businesses to save time and money, and marketing is the perfect arena for doing so: Marketing automation maintains brand messaging while reaching thousands more people than a single person ever could. The key is simply determining which platform fits your company best so you can save even more time while building your bottom line.
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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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With ActiveCampaign, you’ll be able to create powerful automated marketing and sales processes. These intelligent processes “listen” and “learn” about the needs and interests of individual contacts. Then you can send more relevant, personalized messages at the moment they’ll have the most impact. You’ll have more customers, happier customers, and more loyal customers. MARKETING AUTOMATION: Our automation workflow builder is praised by G2Crowd users as the perfect balance of power and ease-of-use. With our drag-and-drop builder, you can easily create sophisticated follow up sequences that treat your contacts differently on the basis of who they are and what they’re interested in. This “intelligence-driven” follow up has proven to be more effective, and will keep your customer engagement high because you’re sending the most relevant, personalized messaging possible. SALES AUTOMATION: With an intuitive sales automation CRM tightly integrated with your marketing automation, you’ll be able to seamlessly transition leads back and forth between your marketing and sales processes without losing any data or missing a beat. Having your sales CRM and marketing automation under the same roof means that your sales process can benefit from the same automation features marketers use to send perfectly-timed messages. EMAIL MARKETING: We’ve been perfecting our email marketing solution since 2003. Today it is one of the most mature and fully-developed email marketing services on the market. Our professionally designed templates are fully mobile responsive and we offer time-saving tools like content blocks you can save and reuse across campaigns, message variables that allow you to update content once across all your campaigns, and conditional content, which allows you to change the content of an email based on who a contact is and what they’ve done. CROSS-CHANNEL MESSAGING FOR THE ENTIRE CUSTOMER LIFECYCLE: With ActiveCampaign, you’ll be able to deliver the perfect message at the perfect time because you’ll collect more insight about the customer at each stage of the buying process. With Attribution, you’ll know the source of a visitor and what marketing and advertising they’ve interacted with. With Goals, you’ll be able to define important events and then pivot in response to conversions. With Site Messaging, SMS, and email marketing, you’ll be able to reach your contacts exactly where they are — whether they’re out and about on their mobile, browsing your website, or going through their inbox. We offer a free, no-credit-card-needed, 14-day trial so you can experience ActiveCampaign first hand.
Both HubSpot and Pardot offer a vast array of functionality that should suit your business regardless of how intricate your marketing strategy might be. We found HubSpot to be better equipped for small businesses that are steadily growing their marketing activity, whereas Pardot is ideal for large enterprises with complicated marketing plans already in place. In total, we tested 10 marketing automation tools, each of which offer some unique features that make them stand out from the field.
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.

What you’ll learn is that abuse reports are the norm rather than the exception—it’s normal to have 1 for every few thousand emails that you send. Some consumers are sensitive to email marketing (due to years and years of abuse), and others aren’t always familiar with the opt-out process. It’s a genuine mistake — people sometimes confuse “abuse reports” with opt-out forms.
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.
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.

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.
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.
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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.

We envision a future where online retailers truly understand their customers, resulting in the growth of their businesses’ profitably. Exponea Experience Cloud is our way of bringing this vision to life. Exponea’s very essence is an intelligent union of customer data management and analytics, while cracking the true Single Customer View. Through this, we have enabled marketers to understand their customers and immediately turn such insights into actionable campaigns, all within a single integrated solution. Built on top of cutting edge technology, Exponea empowers marketers to deliver truly personalized, in the moment experiences to their customers at scale through deeply embedded AI-powered capabilities, removing obstacles and leveraging intent to purchase both on your online store or outside of it. True to our vision, we work closely with our clients and mentor them all along the short path to success. We enable the fast transfer of know-how which often results in a change of mindset and is a catalyst for a rapid, profitable growth of emerging e-commerce leaders around the world.
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All in one Sales Execution and Marketing Automation Platform. Map your entire business process in hours not months. Designed to help you sell faster. With LeadSquared’s Marketing Automation tool you can:  Push your leads down the conversion path by sending the right message at the right time using automation.  Run high-performing email marketing campaigns with dozens of ready-to-use email templates to choose from.  Follow every movement of your lead with website tracking and prioritize them based on lead score and lead quality.  Create responsive landing pages in no time with numerous templates to choose from.  Organize and segment your leads on various factors to run targeted email and drip campaigns.  Integrate seamlessly with apps you love. Key LeadSquared Solutions are: 1) Lead Nurturing: Make your leads travel faster down the sales tunnel by using: a) Autoresponders: Ensure that the leads are greeted with relevant emails and SMS’ as they arrive. b) Drip Marketing: Send your prospects exactly what they need and when they need it. c) Email Marketing: Build and send beautiful emails that perform great on all devices. d) Lead and Website Tracking: Track all your lead activities and nurture them based on their actions on your website. e) List Segmentation: Segment leads based on their profiles and interests to nurture them accordingly. f) Content Library: Store your nurturing emails as templates to reuse them easily. 2) Lead Management System: Map your entire lead management process from capture till conversion with LeadSquared’s feature rich and hassle-free lead management system which include: a) Lead Capture Automation: You can ensure that no leads slip through the cracks and seamlessly capture leads from all your sources. (PPC, Social Media, Website, phone and more.) b) Email Integration: Sync your email inbox with LeadSquared to capture all prospect conversations. c) Lead Qualification: Use lead quality and activity scoring to identify and chase the best leads first. d) Lead Distribution: Assign leads to relevant sales people automatically, based on any rules you set. e) Tasks and Reminders: Automatically set tasks for your sales people based on lead actions. f) Source Tracking: Identify the lead generation sources working best for you. 3) Sales Management: It includes everything you need to manage your inside and field sales teams. a) Sales Tracking: Track everything - your salespeople, their performance and revenue. b) Sales Alert: Notify salespeople whenever their leads take an important action. c) Sales Automation: Leave repetitive yet important tasks to sales automation. 4) Marketing Analytics: Use our analytics to run data-driven campaigns and get better at marketing every single day. a) Drip Analytics: Get performance reports for each step of your drip marketing campaigns. b) Email Analytics: Analyze and improve each aspect of your email marketing campaign. c) Landing page: Get conversion analytics for each landing page and web form. d) Lead Funnel: Find where the leads are at each step of your marketing funnel. e) List Engagement: Find how engaged a list is by looking at its engagement index.
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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