If you’re producing effective inbound marketing content, you’re generating a steady flow of new, organic leads, and you’re ready to scale your successful efforts, chances are it’s time to focus your efforts on a marketing automation strategy that will nurture those quality leads into paying customers. Below are some good questions to ask yourself when deciding if marketing automation is the right move for your business.
Customer.io is great for two kinds of uses: 1. Companies that are looking to get started with marketing automation and appreciate a lightweight UI (i.e. not your typical enterprise software) and 2. Companies that are looking for some more advanced functionality that requires flexibility and customization, and are willing to devote the developer resources to implement it. We happen to fall into the second category, which is why we chose Customer.io for our marketing automation needs at Woopra. 																

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Marketing automation brings value and ROI to your numerous marketing efforts. The right marketing automation platform, combined with smart organizational and process alignment, makes it possible to connect the dots between that promotional email you sent last month, that webinar you hosted last year, and the revenue your CEO sees this week or can expect to see next quarter.
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The day before Thanksgiving generated $2.4 billion in U.S. online spending, which is a 31.8% increase over the comparable day last year, according to Adobe Analytics. Adobe’s data is based on an analysis of more than 1 trillion visits to retail sites in one year trailing 12 months. Adobe Analytics measures transactions from 80 of the top 100 U.S. online retailers.

At its best, marketing automation is software and tactics that allow companies to buy and sell like Amazon -- that is, to nurture prospects with highly personalized, useful content that helps convert prospects to customers and turn customers into delighted customers. This type of marketing automation typically generates significant new revenue for companies, and provides an excellent return on the investment required.


Let’s think with our shopper brains for a moment. You’re shopping online, add some items to your shopping cart, and go to check out. As you enter your billing address, you realize that you left your credit card in the kitchen. It’s midnight and you’re exhausted. You decide to put off your purchase until tomorrow. Then you totally forget. You’ve contributed to the phenomenon that online merchants call “shopping cart abandonment.”
Delivra is a platform built on the knowledge that automated email open rates are 95 percent higher than regular email open rates. With that in mind, the company tries to maximize customer engagement by offering help with SMS and email drip campaigns; it also assists with direct mail and uses A/B testing and alerts when engagement or purchase “tendencies” have been spotted.
Lululemon Athletica Inc. (No. 90) faced a barrage of angry comments on Facebook late Thanksgiving evening, in which shoppers complained about the site being down or items disappearing from their shopping carts. It responded to multiple complaints and wrote, “Our team is working with all their might on sorting out this issue.” Lululemon.com is back up and running now.
B2C systems tend to manage vast databases of customer data—often millions of records. These systems have sophisticated tools for analyzing and segmenting customers into different categories of buyers. Markets can then execute specific campaigns, or “treatments” for each segment. Campaigns are typically designed to elicit a direct response, such as returning to a website to make a purchase. Alternatively, campaigns may feed a target prospect list into a call center systems for telesales outreach. 

Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. For more information, visit totalexpert.com.


Definition: A campaign management system that drives prospect interactions with the brand, measures prospect response to marketing programs, and delivers prospect information to sales representatives through the company’s CRM or salesforce automation (SFA) systems. When used effectively, marketing automation systems will deliver a continuous flow of qualified leads to the sales force, as well as the data needed to close sales with those leads.
Marketing automation software is typically priced one of two ways: by the number of contacts in your database or by the number of emails you send each month. For example, the the Growth Pardot plan costs $1,250 per month for email marketing, prospect tracking, lead nurturing and scoring, reporting, forms and landing pages, and standard Salesforce customer relationship management (CRM). This plan can be upgraded to two higher tiers, each of which offers additional features, plug-ins, and add-ons. However, all three Pardot plans give you capacity for 10,000 contacts.
HubSpot heavily relies on list building to help you manage your workflows. The tool lets you shrink (or grow) your lists in the same way you would narrow down products on Amazon or eBay, a feature which is incredibly straightforward and fast. When you add a URL to a contact record, HubSpot will automatically pull in demographic information, such as the contact's company location and number of employees. You can email a contact directly from the Contact Record, and you can make a Voice-over-IP (VoIP) call if you have turned on this paid feature of HubSpot Sales. This integration lets you log and save call information within each contact record so there is a transparent history of which marketers and sales professionals interacted with contacts. You can also schedule interactions with contacts. You won't find these features on the other platforms we reviewed.

“Despite some of the best deals coming earlier in the holiday season, the Cyber Monday brand has great staying power. Many shoppers have waited on certain purchases, with three hours tonight expected to bring in as much revenue as an average full day. While certain discounts have remained since Black Friday, out-of-stock rates are starting to peak up and shoppers looking for the hottest products should not wait much longer,” said Taylor Schreiner, director, Adobe Digital Insights.
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.
Definition: A campaign management system that drives prospect interactions with the brand, measures prospect response to marketing programs, and delivers prospect information to sales representatives through the company’s CRM or salesforce automation (SFA) systems. When used effectively, marketing automation systems will deliver a continuous flow of qualified leads to the sales force, as well as the data needed to close sales with those leads.
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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.
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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For companies that can’t decide on how to kill all the birds with one stone, it’s good to know that most of marketing automation functionality can be supported within a CRM system too! For example, everything that falls into lead management (lead segmentation, personalized email marketing, lead nurturing, analytics) can be activated within CRM software through either in-built tools or customization, depending on how complex requirements are. I tell more on the benefits of this approach for SMEs here: https://www.scnsoft.com/blog/benefits-of-crm-software-for-smes
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.

Has a focus on moving leads from the top of the marketing funnel through to becoming sales-ready leads at the bottom of the funnel. Prospects are scored, based on their activities, and receive targeted content and messaging, thus nurturing them from first interest through to sale. Commonly used in business-to-business (B2B), business-to-government (B2G), or longer sales cycle business-to-consumer (B2C) sales cycles, Marketing Automation involves multiple areas of marketing and is really the marriage of email marketing technology coupled with a structured sales process.

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.
The HubSpot dashboard enables teams to immediately sort the contracts won (or not) and maintain a clear view of their performance toward their goals. HubSpot’s CRM automatically tracks customer touchpoints across different channels and keeps a timeline of all calls, emails, and meetings involving specific customers. The platform also helps create personalized paths to purchase and compile data showcasing how every marketing campaign contributed to sales.
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.
OutboundEngine helps businesses grow by making online marketing simple and easy for everyone. We create beautiful, high-impact marketing campaigns, deliver them automatically and track engagement to show who’s ready to have a conversation. Our platform strengthens relationships with customers, partners and prospects to uncover more opportunities with less work.
Salesfusion is dedicated to helping companies build a large revenue funnel for marketing and sales by creating customized digital conversations that are seamlessly transitioned between departments. Marketing and sales teams participate in and measure these digital conversations to deliver more lead-to-revenue results by communicating with the right leads at the right time with the right message.
Marketing Automation platforms allow marketers to automate and simplify client communication by managing complex omni-channel marketing strategies from a single tool. Marketing Automation assist greatly in areas like Lead Generation, Segmentation, Lead nurturing and lead scoring, Relationship marketing, Cross-sell and upsell, Retention, Marketing ROI measurement.
A greater percentage of online browsers are completing their purchases, with conversion rates for mobile and desktop shopping rising. Consumers shopping online with a mobile device from Nov. 1-22 completed a purchase 2.0% of the time, up 7.6% year over year. Desktop shoppers converted 4.3% of the time, up 2.6% year over year. Consumers shopping with tablet computers converted at a 4.3% rate, up 5.4% year over year.

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.
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