Category: Marketing Automation

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Hello marketers! We run a marketing agency and we are looking for a tool that can build customizable proposal (with our brand), where you can select a quantity and the charged amounts are calculated by themselves. Also we use Monday.com for project management, so we would like a tool that can integrate easily with it. Any ideas ? submitted by /u/sersa131 [link] [comments]

 

 

A Customer Engagement Platform is much more than a Customer Data Platform, which you already know, and maybe even utilize. Its functions far exceed gathering and unifying data, and its empowering effect on the marketing teams is tremendous. In this article, we will explain the difference. 

To face the challenges of the current recession, marketers must rely heavily on technology that enables them to act lean and with tremendous precision and effectiveness. However, the martech landscape never stops producing new acronyms for next-gen products and systems. This only adds to the confusion. What is CEP? Is it just a new buzzword for CDP?

Modern marketers can easily find themselves constantly seeking the ideal martech stack setup and new tools—instead of focusing on customers. Some may assume that there is nothing new to the appearance of catchy new acronyms. This way of thinking is misleading. Martech is developing rapidly, and novel iterations of various systems exponentially empower those who keep a finger on the technology’s pulse. This is especially true in the eCommerce recession era.

In order to keep up, marketing teams are forced to learn new, more efficient and independent ways of conducting operations—lean ways. And Customer Engagement Platforms are tailored just for this.

 

 

Customer Engagement Platform’s predecessor. What is CDP?

 

According to CDP Institute, a Customer Data Platform is a “packaged software that creates a persistent, unified customer database that is accessible to other systems.”

“Packaged software” means that CDP is a ready-to-use, off-the-shelf software usually provided by the vendor. 

“Persistent, unified customer database” means that CDP collects data from many different sources, i.e., all the company’s touchpoints, where it is possible to acquire first-party consumer data such as sales, loyalty, customer service, social media, etc. Such datasets are called first-party data. There is also zero-party data, i.e., information provided voluntarily by customers.

 

 

Data from different sources are stored in CDP, then merged and unified into a single customer profile. 

 

 

Finally, “accessible to other systems” means that customer data is shared with any other system that needs it, such as those used by sales, marketing, and commerce. 

In other words, CDP, at its core, gathers data from multiple sources, cleans it, and constructs a unified customer profile, called also profile 360 or a golden record—a single source of truth, accessible to all of a company’s departments. 

And that’s really all it takes to call a system a Customer Data Platform. But, currently, it is rare that a CDP company offers only this.

 

What is not a Customer Engagement Platform, even if it may look like one?

 

Martech’s rapid development connects the dots between complementary systems and platforms. One example of this through CDP is Marketing Automation. Today, most CDP vendors also offer , to some extent, some functionalities, or even a full package, of Marketing Automation.

And there is significant functionality cross-over between CDP and Marketing Automation. According to Salesforce, “Marketing automation is a technology that manages marketing processes and multifunctional campaigns, across multiple channels, automatically.”

With marketing automation, businesses can target customers with omnichannel communication. Messages are sent automatically according to sets of instructions called workflows. Workflows may be defined by templates, custom-built from scratch, or modified mid-campaign to achieve better results. Marketing and sales departments use marketing automation to automate online marketing campaigns and sales activities in order to increase revenue and maximize efficiency. Marketing automation helps with lead generation, nurturing, and scoring, as well as with measuring overall ROI on campaigns.

 

 

Likewise, CDP can be merged with AI-driven, advanced analytic tools. Such a system is called CIP—Customer Intelligence Platform. We explained this type of software in detail in this article. 

So, can this type of “evolved CDP” with some add-ons be called a Customer Engagement Platform?

You guessed it. No. It takes much more than this.

 

What Is a Real Customer Engagement Platform?

 

Many CDPs started as different types of software. Some stem from legacy CRM systems designed mainly for data management, but have evolved into platforms that are cloud-based, analytics-driven, and interoperable with other apps.

Others have CDPs at their cores. As we mentioned earlier, CDPs collect data from multiple sources in real-time, unify the data into customer profiles, and then send it to marketing, sales, customer support, and analytics tools.

Some modern CRMs and CDPs fulfill some CEP functions but activate data by sending it to downstream tools. A real Customer Engagement Platform activates data within the system itself.

 

 

This is exactly how we’ve been developing the SALESmanago system for years. Our Customer Engagement Platform stems from CDP, and was later enriched with Marketing Automation. Since then, we have built our system as comprehensive software, able to activate data within itself.

All the system’s layers play a vital role in making marketing teams trusted revenue partners to their CEOs. 

The CDP layer gathers and orchestrates data from multiple sources.The Hyper-personalized execution layer actions data in an optimized, lean, and effective way.The marketing development layer enables the perfection of marketing processes with the support of both AI-based and human guidance.

Together, these layers enable marketing teams to

Get intimate knowledge about their customers and create a meaningful bond;Deliver the best offer in the optimal time via the best channel; andConstantly develop and refine the process, thereby strengthening customer engagement and increasing CLV as well as Average Order Value.

 We formulated these effects as three principles:

Customer IntimacyPrecision ExecutionGrowth Intelligence.

 

CDP Layer

 

At the core of the SALESmanago system lies CDP, directly tied to the Customer Intimacy rule: 

Implementing self-learning solutions that leverage zero- and first-party data to know your customers better than your friends. It results in increased loyalty and authentic customer relationships.

 

 

This layer is a self-sustaining ecosystem that gathers, manages, and makes data actionable in real-time across all execution channels. It feeds with

zero-party data shared intentionally by the customers; first-party data, namely transactional and behavioral data which customers allow you to gather automatically; andthird party data, which is any data you might bring from external sources. 

Customer data is gathered within a 360 Customer View equipped with the next generation of AI Predictions around Products, Churn, Lifetime, and delivery channels. SALESmanago stands out among CDPs, with a strong focus on zero-party data and next-generation tools for analyzing customer behavior on the website.

 

 

Hyper-personalized Omnichannel Execution Layer

 

The second layer enables marketing teams to execute hyper-personalized omnichannel communication.It embodies the second rule, Precision Execution:

Combining hyper-personalization of the omnichannel experience with clearly predefined processes. It results in higher CR, AOV, and CLV as well as lower customer churn.

 

 

Precision Execution enables marketing teams to run campaigns and other processes on the basis of ready-made workflow templates, addressing the most important challenges and improving key e-commerce KPIs. For custom processes, SALESmanago provides a workflow engine with unlimited potential for building omnichannel processes without the need for IT department support.

As a real Customer Engagement Platform, SALESmanago’s CDP has been natively integrated with in-house built marketing tools. This makes activating customer data extremely easy. For example, you may have consistent product recommendations ready to deliver to your customer via any channel:  email, Web Push, Social Media, or even Live Chat. SALESmanago lets you do this with just a few clicks.

Eventually, all these channels lead a customer to your website. At this moment, their expectations are very high because, until now, you’ve been extremely accurate with your hyper-personalized offer. To live up to these expectations, you can turn the ordinary website’s front into a hyper-personalized, high-conversion touch point. You can equip the site with personalized banners and AI-driven product recommendations to achieve the best possible product relevance adapted to the Customer Profile stored in our CDP. Further steps to increase conversion would be to deploy Social Proof and Live Chat.  

Last but definitely not least, our Personal Shopping Inbox is the only widget on the market enabling you to run 1-to-1 communication, send special offers, or let customers create wish lists. Personal Shopping Inbox is also an invaluable source of zero-party data.

 

 

 Marketing Development Layer

 

The third and final layer embodies the rule we call Growth Intelligence:

Merging human and AI-based guidance to maximize the impact of your time, eCommerce budget, and strategy without dependency on IT. It enables full control of your revenue outcomes.

 

 

Growth intelligence is not only about smart advice for marketers. It’s the philosophy our platform has been built around, making marketers independent, time efficient, and fully empowered.

Our human and AI-based guidance will help you maximize the impact of your time, budget, and strategy without dependency on IT. You will get real-time advice on where to allocate your time and resources. Our AI will find groups of customers you should take care of and suggest what actions should be taken. 

And you will not be alone in finding solutions. Within the platform itself, you will find a wide range of ready-to-use workflow templates addressing key marketing metrics.

The analytical part contains comprehensive information on how our platform is affecting revenue directly and indirectly, which channels perform well, and what the perfect omnichannel mix is for maximizing revenue.

 

 

Customer Engagement Platform – the definition

 

Omnia’s comprehensive definition states that real CEP is “A platform that enables an enterprise to capture and unify customer data from multiple sources and view the customer journeys holistically. A CEP interprets, as well as intelligently and proactively orchestrates, personalized and relevant content, offers, or responses regardless of channel or device. A CEP also allows an enterprise to continuously analyze, learn, and amend how it engages to continually enhance the customer’s experience.”

According to this definition, 3 layers of the SALESmanago system make it a Customer Engagement Platform.

 

Wrapping Up

 

The difference between Customer Data Platform and Customer Engagement Platform is, in reality, as apparent as the difference between data and engagement.

With pure CDP you must elicit this engagement yourself, using a costly multitude of external tools deployed and orchestrated by the IT department, which itself is a very costly department. But first, you have to choose how to compose your martech stack, what type of functionalities to include, and which vendor you should choose for each functionality. Then you have to put in a lot of effort to make it work, and the company has to put in a lot of money to support you.

CEP activates data within the system of natively built tools, in the most advanced cases (like SALESmanago) without any dependency on IT. You don’t have to compose a martech stack by yourself and then maintain it to stay operational. The vendor takes care of this. 

The final product of CDPis a Single Customer View or 360 Customer Profile, this is where its role ends The final CEPs product is customer engagement and all the benefits that come with it. 

This guarantees that any marketing team can be powerful, pragmatic, and lean—and a trusted revenue partner to your CEO.

 

 

Even if you’re not a professional storyteller, you can use storytelling frameworks to share more engaging narratives in your content marketing copy. You’ll not only be able to tell your company’s story more effectively to stakeholders, but you’ll be able to write more effective, readable material that converts users into loyal customers.
Whether you’re writing for your website, blog, social media profiles, presentations, or online offers, the framework discussed below will help you gain confidence in storytelling and start telling better stories in business and in life. Let’s get started.

Why use a storytelling framework?
As content strategists, we should spend a lot of time thinking about the importance of storytelling in marketing, but we don’t — mainly because it’s so intimidating. The pressure-filled process of creating a framework and telling a story can keep a lot of people from even making an attempt. When the subject comes up, we understandably get nervous.
The thing is: storytelling is part of what makes us human. We don’t have to be Ernest Hemingway to be good at it. We can use a storytelling framework to guide us in the writing process.
Storytelling frameworks make our copy and content feel familiar to readers, while providing us with an easy “formula” to follow. The good news is that your content will never feel formulaic, because you can (and should) diversify how you write individual pages or posts. However, the bare bones stay the same.
Storytelling Template: The Hero’s Journey
The Hero’s Journey is a storytelling template from author Joseph Campbell, and it’s everywhere. It’s one of the most relatable storylines because it basically mirrors the journeys of our own lives. Understanding The Hero’s Journey can give you insight into how to frame your own stories, whether it’s the true story about your company or a fictional story that stirs your imagination.
The following diagram breaks down this Hero’s Journey template, step by step.

Typically broken down into three acts, the Hero’s Journey goes as follows:
Act 1:

Ordinary World: A character (either you or your customer) is living a regular life.
Call to Adventure: The character becomes aware of a problem or a task that must be completed.
Refusal (of call): The character initially shows refusal — think of a customer who refuses to switch from their current provider despite their pain points.
Meeting with the Mentor: The character meets a person who’ll guide them in the process of completing the task — think of a sales person guiding a lead toward conversion.

Act 2:

Crossing the Threshold (into new life/experiences): The character officially starts their journey of solving the task, like a customer who’s just made a new purchase.
Tests, Allies, Enemies: The character faces different trials in the process of completing the task.
Approach to Innermost Cave: The character approaches the final battle — think of a professional who must now get their entire team to adopt a solution.
Ordeal: The character goes through a battle or showdown — like in-team disagreements or discussions with stakeholders.
Reward: The character emerges triumphant.

Act 3:

The Road Back: Typically, the challenge isn’t over, and the character must deal with “blowback” from their previous battle.
Resurrection: The character emerges with a new power, internal lesson, or external change.
Return with Elixir: The character returns home or moves forward into a new adventure.

This is the Hero’s Journey, which—modified in various ways—we see repeated in stories throughout history. We have an ordinary person (what is), and we have adventure that lies ahead (what could be). The transference from one to the other is the journey.
Another great story template comes from comedy writing. It starts similarly: A character is in a zone of comfort. But they want something, so they enter into an unfamiliar situation. They adapt, and eventually get what they’re looking for, but end up paying a heavy price for it. In the end, they return to their old situation, having changed.
The Hero’s Journey: Fiction Example
The greatest story ever told…
Yes, we’re talking about Star Wars. Let’s step through a crude synopsis to see how well it matches Campbell’s pattern:

Ordinary World: In the first Star Wars film, we begin with the rather ordinary Luke Skywalker. He lives on a farm on a desert planet.
Call to Adventure: One day, he meets some robots who need help. They need to find a local hermit named Obi-Wan Kenobi. Luke takes the robots to Obi-Wan, who basically says, “Luke, you need to go out and help save the universe.”
Refusal of Call, Meeting with Mentor, & Crossing the Threshold: Luke initially says, “No, I have all this stuff going on,” but Kenobi, who becomes Luke’s mentor, convinces Luke that he should go. Kenobi trains him how to use a lightsaber, and Luke goes on an epic space adventure.
Test, Allies, Enemies: On the journey, Luke meets the villain, Darth Vader. He battles evil stormtroopers. He makes friends: Han Solo, Chewbacca, Princess Leia.
Approach to the Innermost Cave: Luke then has to help defeat the super-weapon, the Death Star.
Ordeal: Nearly everything goes wrong, but in the end, Luke succeeds in blowing up the Death Star.
Reward: The last scene of the movie is of Luke getting a metal put over his neck by the princess, who kisses him on the cheek.
The Road Back, Resurrection, & Elixir: Now he is in his new home, a changed man, emboldened by the great power of the Force, which he can use on future adventures.

The Hero’s Journey: Business Example
In business, the Hero’s Journey can most apply to case studies. (Most of them are a little less entertaining stories than Star Wars, unfortunately.)
A case study is the story of where a customer was, where they wanted to be, and how they overcame that gap.
If you listen to podcasts, you’ll hear this story told in almost every ad. You’ll also see it in “About us” pages. For example, check out Harry’s:
“Our founders, Jeff and Andy, created Harry’s because they were tired of overpaying for overdesigned razors. Instead, they wanted simple, high-quality products that felt good to use, all at a fair price. When they asked around, they learned lots of guys were upset about the situation too, so they decided to do something about it.”

The problem with most brands’ stories is that they don’t walk us through enough of the steps of the Hero’s Journey to capture our attention.
That’s why these frameworks are so useful. They’re a really easy way to ensure that we’re more creative when we’re coming up with stories or trying to convey information. This framework helps you focus your creativity.
Need more? Check out The Storytelling Edge: How to Transform Your Business, Stop Screaming into the Void, and Make People Love You for more detail on using the Hero’s Journey in your business writing. 
How to Bolster Your Storytelling Framework with the Benjamin Franklin Method
As you continue using storytelling templates, you can use Benjamin Franklin’s writing method to strengthen your skills and create better business stories.
What is Benjamin Franklin’s method, you ask?
Benjamin Franklin devised a system for mastering writing. He collected issues of a publication that contained some of the best writing of his day, and reverse engineered the prose. He took notes at a sentence level, sat on them for a while, and tried to recreate the sentences from his own head, without looking at the originals.
Upon comparison, Benjamin found that his vocabulary was lacking, and his prose was light on variety. Despite that, he did it over and over. Unlike the more passive method most writers use to improve their work (reading a lot), this exercise forced Franklin to pay attention to the tiny details that made the difference between decent writing and great writing.
Here’s how you can use this method to bolster your storytelling template.
Step 1: Reverse engineer your competitors’ copy.
Take a piece of copy that you particularly admire from your competitor’s website. It can be a webpage, a case study, a white paper, or an article. Read it while noting what’s particularly effective about it, then set it aside and rewrite it in the best way you know how. Be sure to use your notes to guide your rewrite, and try to identify the storytelling template your competitor is using.
Note: Don’t publish this material, as it can be flagged as plagiarism! But you’re welcome to keep it in a private doc.
Step 2: Compare your reworked version to the original.
Set the two versions side by side. How does yours compare? What is it missing? What did your competitor do well? How did you do well? Note your findings in a separate document. Do this again and again with your competitors and even your own copy. Once you have enough insight and experience, you can begin applying your findings to your new copy and even use it to rewrite your old copy.
A Storytelling Framework is Essential for Great Copy
By using storytelling frameworks, you’ll learn to write stronger business stories in no time. The Hero’s Journey is a best-in-class example for writing case studies, advertisements, articles, and even tutorials. Remember: People don’t remember brands. They remember stories. Use this to your advantage.
Note: This post contains excerpts from The Storytelling Edge: How to Transform Your Business, Stop Screaming Into the Void, and Make People Love You by Joe Lazauskas and Shane Snow.
Editor’s note: This post was originally published in January 2018 and has been updated for comprehensiveness.

Ecommerce stores use flash sales to boost revenue, generate brand awareness, take advantage of consumers’ “fear of missing out,” and compel shoppers to make impulse purchases.
Sound manipulative? Shoppers enjoy the benefit of getting a product they want at an irresitible price. Countless ecommerce retailers use this promotional pricing strategy to generate sales with plenty of success.
In this post, you’ll learn everything you need to know about creating profitable flash sales and see examples from real ecommerce brands.

To illustrate the effect of a flash sale, let’s take a look at one example. Let’s say an artist who you only slightly like is playing in your city this weekend. Even though you only like that one song, you feel compelled to get dressed up and head over to the venue because your 10th favorite band is in town.
Or perhaps Trivia Night has rolled around once again, and even though you would rather stay home, you go out anyway because all your friends will be there and you don’t want to feel left out. What do these scenarios have in common? FOMO. The fear of missing out.
Flash sales capitalize on this psychological phenomenon to capture qualified leads and drive impulse buying decisions.
The best-known flash sale event of the year is Black Friday (and the following Cyber Monday). In 2021, Black Friday/Cyber Monday sales topped $14.04 Billion and $10.7 Billion respectively. For most businesses, this Mother-of-All-Flash-Sales is the highest grossing sales period of the entire year.
Flash sales aren’t just limited to Black Friday and Cyber Monday, though. An effectively implemented flash sale will massively boost sales, help clear out inventory, and bring additional customers to your site who may purchase non-sale items as well. To help you launch a successful flash sale, we’ve created a list of easy steps (and examples, too) to inspire your strategy.
How to Do a Flash Sale
1. Determine the goal of your sale.
A flash sale can accomplish many things besides just boosting sales and revenue. Do you want to clear out inventory to make room for next season’s products? Or perhaps you want to increase overall traffic to your site and generate hype over a new item? Understanding the goal of your flash sale is important when crafting your strategy, especially regarding the type of promotion or discount you want to offer.
2. Choose the right product for your ideal market.
When choosing the product(s) for your flash sale, you want to make sure your selection is aligned with your target audience and your goals. Although it might be tempting to run a flash sale on any old item you want to get rid of, it is important to make sure your offer provides value to the customer and encourages your target audience to join in on the sale.
3. Promote the sale ahead of time.
Launching a flash sale is like dropping a new song. You want to generate hype amongst your customer base ahead of time and get them rushing to your site as soon as the sale goes live. Consider using social media and email marketing to give your shoppers a heads up that a sweet deal is coming their way soon.
4. Optimize your wording.
Your discount needs to stand out in your customers’ feeds and inboxes, and choosing the right language for your offer can make or break your flash sale. For items under $100, a percent-off discount is more appealing to customers than money off. However, for items priced over $100, a set dollar-off amount tends to catch the eye.
$5 off a $50 shirt doesn’t sound quite as appealing as 10% off. Meanwhile, $50 off a $500 cookware set sounds a bit sweeter than 10% off. Both offers are the same, but how you say it matters. When planning your flash sale, consider the price and variety of your items when choosing the copy for your subject lines and captions.
5. Keep the time frame short.
The “limited-time” aspect of a flash sale is what really lights the fire in customers to hit that buy button. Missing out on a great deal can cause frustration and pain; we’ve all been there. The drive to avoid that pain is often enough to fill up carts. This is called anticipatory regret, and setting an urgent expiration date on your flash sale will trigger those feelings and boost sales. A 24h time frame is typically enough to drive purchases.
6. Check your inventory.
An effective flash sale requires effective preparation. You want to make sure you have the stock numbers to fulfill your expected amount of orders. Selling out of a product too early in your flash sale can leave customers with a negative experience with your brand. It’s important to make sure you have the merchandise on hand to send enough customers home happy while maintaining an air of exclusivity.
7. Prepare for shipping and delivery.
Online shoppers expect their items to ship as soon as possible — on the next day or even same day if possible. When designing your flash sale, make sure you are prepared ahead of time to fulfill and ship all your expected orders in a timely manner.
Customers are also far more likely to complete a purchase if free shipping is included, and may even increase their order to meet a minimum for a free shipping offer. If you can afford it, consider throwing in free shipping as part of your flash sale deal. Even if you need to dial back the discount or implement a cart minimum to trigger it, free shipping can influence your customers’ purchase decision.
Examples of Great Flash Sales
1. Abercrombie & Fitch
This is a textbook flash sale example that checks all the boxes. Abercrombie & Fitch is offering a double whammy of a discount: 50% off of items that are already on sale. That deal is sure to get customers excited, and the limited time frame pushes shoppers to check out now and avoid any future regret of missing out on such a deal.
2. Starbucks
Your flash sale doesn’t just have to be a direct monetary discount. Starbucks is offering a creative deal where customers get twice the stars by purchasing through their loyalty program for one day only. As opposed to a targeted flash sale on a specific product, this one is aimed at driving traffic and sales across the board. If you have a loyalty or rewards program for your customers, consider offering an alternative type of flash sale using points and rewards as the incentive.
3. Fender
As we mentioned earlier, the wording of your flash sale matters. Fender takes advantage of the fact that a dollar amount discount is most appealing for items over $100 by offering $50 off of guitars, as opposed to a percentage. Just like any good flash sale, it’s a limited-time-only deal.
4. Oculus
Meta’s Oculus flash sale creates a sense of urgency by letting the customer know the discount is about to expire. This goes one step above simply stating the time frame of the deal, and in a personalized manner tells the customer that the time is now to take advantage of this discount. I don’t know about you, but I don’t want to regret letting this deal slide by!
5. DoorDash
DoorDash’s DashMart is offering a classic flash sale: a percentage discount with an expiration date. What makes this flash sale stand out is the clean and concise design. The expiration date of the deal is front and center, paired with the offer and a simple, attractive image. This flash sale is also focused on a specific DashMart offering, not just all orders. If you have a new product or service, you might want to consider running a flash sale on that one offering to raise awareness and drive traffic.
6. Nordstrom Rack
Not only can flash sales boost sales, but they can help clear out inventory as well. Nordstrom Rack is strategically using a flash sale to make more space at the warehouse, and you can too. Nordstrom is offering a percentage off of already-on-sale clearance items, which is doubly exciting for customers. It’s wise of them to quantify this double discount as up to 75% off to drive the deal home. The bold red color of their banners, coupled with the limited time nature of the deal, maximizes the FOMO customers might feel if they fail to make a purchase.
Flash Sales Provide Value & Boost Revenue
Along with increased revenue, flash sales can help your ecommerce business get rid of excess inventory and stabilize your existing inventory. Most importantly, flash sales often drive a large audience to your site and incentivize viewers to purchase non-sale products, too. Use flash sales periodically, and both your revenue and customer base will grow to unprecedented numbers.
Editor’s note: This post was originally published in April 2018 and has been updated for comprehensiveness.    

A majority of businesses use marketing automation tools nowadays — in fact, studies cite around 56% of businesses currently use the technology, and that number continues to grow.
While marketing automation software can help companies increase efficiency by streamlining their workflows, there are so many options to choose from, full of different solutions with various features and use cases.
In this article, we’ll cover:

What are marketing automation tools?
How to Choose the Best Marketing Automation Software
Marketing Automation Software Options to Consider

What are marketing automation tools?
Marketing automation tools use software to automate repetitive marketing tasks. Some platforms only offer email actions, drip sequences, and CRM updates. Others may help with lead scoring, sales lead rotation, SMS, and more.
Automating your marketing tasks can benefit your business by increasing overall efficiency and allowing you more time to work on high-level projects. For example, you can use marketing automation tools to collect valuable data that can be used to create more personalized marketing campaigns and increase conversion rates.

How to Choose the Best Marketing Automation Software
A more niche marketing automation product may be better for SMB and B2C environments, but B2B and enterprise companies may need a platform with wider capability. Here are some key areas to consider as you evaluate marketing automation software products to choose the one that’s right for you:
1. Determine Your Budget and Business Needs
If automation’s benefit can be summed up with one statement, it’s this: It will make you more efficient so you can focus on the tasks you enjoy and that have the highest return. With that in mind, you’ll want to evaluate price as you consider capability.
For SMBs and B2C organizations focusing primarily on email, a scaled-down system might be sufficient. However, with more advanced needs, enterprise (and thus higher ticket) software is more cost-efficient in the long run.
Be sure to choose a provider that’s reasonably priced but can also grow with you as your needs change. After all, reducing bloated operations is critical to scaling effectively.
2. Evaluate the Software’s Ease of Use
Automation isn’t a simple thing to implement, so make sure the interface of the software will work with you, not against you. See if you can find screenshots of the UX so you can determine if it looks simple and easy to navigate.
Automation can be technical, so look for providers that have robust knowledge bases, tutorials, and other customer support options.
3. Explore Analytics and Reporting Options
You’ll want to be able to measure the success of any drip campaigns you have running, so make sure your automation software will keep track of the metrics that matter most to you.
In B2B and enterprise environments with many stakeholders, you may also need advanced reporting abilities such as personalized dashboards or automatic reporting via email.
4. Research Integrations
How well does the marketing automation software play with your existing stack? Integrations allow you to manage data and get more from your tools.
5. Consider Potential Limitations
Some automation software platforms may limit the number of actions in a month or the database size you’re allowed.
Going into any evaluation, know how many contacts you have, how many emails you send on average, and what you want the software to accomplish. This will prevent you from underestimating the cost of your automation software.
6. Request a Demo
Before making a final decision, consider reaching out to each provider’s sales team to request a demo or sign up for free trial offers. Trying out a marketing automation tool before you buy it can help you determine which features best serve your needs.

Here, we’ve cultivated a list of marketing automation tools examples to help you sort through your options and feel confident choosing the best solution for you and your team.
1. HubSpot Marketing Automation

HubSpot’s marketing automation functionality is one of the most powerful tools on this list in terms of features. It’s also one of the most popular in terms of customer sentiment, according to the G2 Grid for Marketing Automation.
Of course, HubSpot has a full growth suite that includes sales software, marketing software, and support software, which all integrate automatically with HubSpot’s CRM. The combined effect of having all of your data and growth activity in one place can unleash tons of creative automation possibilities that would be difficult or impossible if you use separate tools.
As a standalone, HubSpot’s marketing automation functionality includes an easy-to-use visual board where you can craft simple or highly sophisticated conditional workflows.
It can take time to master the tool (you’ll scale up more quickly with the help of HubSpot Academy), but once you get a grasp on it, the creative possibilities are endless. You can set up simple email list autoresponders, or build a smart and complex network of rules designed to target specific users with the exact right email, live chat, website experience, and more.
Basically, HubSpot’s automation tools go far beyond email, so you can scale your growth and spend less time on repetitive tasks.
Price: HubSpot’s email and form marketing automation tools are free. Increased access and features are available in paid versions of Marketing Hub, which start at $45 per month.
2. ManyChat
Image Source
Marketing automation isn’t just about email. Imagine automating some of the most repetitive conversations you have with customers on other platforms. ManyChat functions as a chatbot that can do just that on Facebook Messenger, Instagram Direct Messages, WhatsApp, and SMS.
A bot can be built in minutes with ManyChat’s templates and easy-to-use interface. In addition, the information you learn about your users can be synced to your CRM and other tools.
Price: ManyChat offers a free monthly plan that allows engagement with up to 1,000 contacts via Instagram Direct Messages, Facebook Messenger, and WhatsApp. Additional access and features are available through ManyChat’s paid plans, which start at $15 per month.
3. Moosend
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Moosend is an email marketing automation platform that caters to various industries, including ecommerce and SaaS.
The automation feature uses advanced website tracking and triggers that allow you to send the right email campaign to those in your contacts who are interested in a specific product or service. For example, you can set up a cart abandonment series to target potential customers who left their shopping carts without making a purchase.
Collecting and managing customer data can also come in handy as you can use them to craft product recommendation campaigns based on product views. This data also allows you to create detailed reports of the campaign’s progress and the users’ activity so you can optimize the effectiveness of your promotional messages
Price: Moosend offers a 30-day free trial so you can try before you buy. After that, Pro plans start at $9 per month.
4. Omnisend
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Omnisend is an omnichannel marketing automation platform built for ecommerce. Offering powerful automation workflows, you can get started quickly with pre-built templates that keep online merchants in mind.
With Omnisend, you can add several channels within the same automation workflow: email, SMS, Facebook Messenger, push notifications, and more. Omnisend also uses a user-friendly visual builder and templates which make creating workflows, forms, landing pages, pop ups, and emails quick and easy.
Price:Omnisend offers a free plan with basic email marketing automation that is best suited for small businesses just starting out. Medium to larger-sized businesses will most likely benefit from Omnisend’s paid plans, which start at $16 per month.
5. EngageBay
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EngageBay is another marketing automation platform designed specifically for small to medium-sized businesses.
This software comes with a wide range of features including email marketing, social media management, and website chat.
Other commendable features include drag-and-drop builders for landing pages and emails, A/B testing, SMS marketing, push notifications, abandoned cart retrieval and reminders, autoresponders, canned responses, and more.
Price: EngageBay offers a free plan for small businesses, as well as three advanced paid plans that scale with your business needs, starting at $10.39 per user per month.
6. Ontraport
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Unlike other marketing automation tools, Ontraport is a business automation software specifically designed for entrepreneurs, solopreneurs, and small businesses.
While it has a CRM and marketing automation functionality, it also has several other features to run and grow a small business, including but not limited to email marketing, landing pages, reporting, and ecommerce.
One of the most valuable things Ontraport offers is its focus on reporting and insights. While some tools can be a bit of a black box, Ontraport gives you a clear look at the performance of your campaigns.
Price: Though Ontraport does not have a free plan, it does offer a free 14-day trial with each of its four paid plans. Pricing for Ontraport’s basic plan starts at $29 per month, which includes unlimited email sending and drag-and-drop marketing automation.
7. SendinBlue
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SendinBlue is a digital marketing platform that features well-liked automation software suited for both beginner and advanced marketers.
With SendinBlue, you can design mobile-friendly email campaigns either from scratch or through customizable templates. You can also run SMS campaigns from SendInBlue. Advanced features include reporting and lead scoring.
Price: SendinBlue offers a pretty impressive free plan, which includes basic marketing automation functionality, unlimited contacts, and up to 300 emails per day. Paid plans start at $25 per month.
8. ActiveCampaign
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ActiveCampaign is an integrated email marketing, marketing automation, and small business CRM.
The strongest point of ActiveCampaign is its powerful and flexible marketing automation functionality. It’s one of the most comprehensive solutions on the market. Its deliverability is rated as one of the best in the market, as well.
This probably isn’t a good tool for beginners or those with low technical capabilities. It takes a bit more time and effort to learn — but when you do learn the platform, it’s pretty powerful.
Price: Though ActiveCampaign does not have a free plan or trial, it does offer a variety of paid plans that can be suited for B2B, B2C, or ecommerce businesses starting at $29 per month.
9. Salesforce Marketing Cloud Account Engagement
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Formerly known as Pardot, Salesforce Marketing Cloud Account Engagement is a cloud automation solution that mostly serves enterprise clients that have the technical resources and time to learn the platform.
It has a ton of features that automate communication to existing contacts, from CRM integration to email marketing, lead nurturing, and an ROI reporting functionality to make sure your campaigns are working.
You can track all interactions on your website and build predictive lead scoring based on the parameters you set. All of this helps improve marketing efficiency and remove wasted time and effort from your sales team.
It’s important to note that while it is incredibly powerful, this software may not be as accessible or affordable for smaller businesses or entrepreneurs as there is not a free plan or trial.
Price: Plans for Marketing Cloud Account Engagement start at $1,250 per month.
10. Keap
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Keap (formerly known as Infusionsoft) has been around since 2001 and has helped thousands of marketers deliver on leads, revenue, and customer acquisition targets.
Keap really flourishes in the small business and solopreneur crowd, and in my experience, I’ve noticed it has a pretty sophisticated user base.
You can set up relatively complex decision trees depending on which lead magnet someone signs up for, how many (and which) emails they open and click, or other contact property data.
As Keap’s features continue to evolve, long-time customers may prefer Keap’s Max Classic plan since it is most similar to Infusionsoft’s original platform.
Price: Keap offers a free 14-day trial and three different paid plans based on customer needs, starting as low as $129 per month.
11. Ortto
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Originally known as Autopilot, Ortto is one of the most visually appealing marketing automation solutions on the market.
Ortto’s automation software allows you to create emails with its easy-to-use, visual campaign builder. Other features include audience segmentation, comprehensive data analytics, and activity tracking.
Of course, this platform is typically used for more sophisticated messaging and targeting, but you can also create a simple autoresponder based on a time sequence.
Price: Ortto offers a free plan for those who are new to marketing automation. It also offers free 14-day trials for all of its paid plans, which start at $29 per month.
12. Marketo
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Marketo was founded in 2006 as a marketing automation software company. It was later acquired by Adobe and incorporated into its enterprise marketing cloud.
The Adobe integration means that, if you use Adobe Analytics for data measurement and Adobe Target for experimentation and personalization, you’ll have a powerful enterprise marketing automation and optimization suite.
The tool is typically geared toward enterprise customers — it’s a bit out of range for most small business owners.
Price: Adobe does not offer a free trial or plan for Marketo. Since Marketo’s plan prices are determined by your database size, you will need to reach out to the sales department for a quote.
13. GetResponse
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GetResponse is a marketing automation software that has many different layers and features. Its affordable Email Marketing plan includes basic autoresponders, templates, and a list size of 1,000 contacts.
GetReponse’s more premium plans include powerful features like drip campaigns, contact scoring, event-based automation, ecommerce tracking, and more.
In general, this software is easy-to-use. You’ll typically find good results from the tool, although it works best with the simpler features, like email newsletters. It can become trickier to work with the platform if you plan on implementing complicated conditional logic and marketing automation.
Price: GetResponse offers a free plan that’s great for sending out newsletters. However, GetResponse’s marketing automation features are only included in its paid plans, which start at $13.30 per month.
14. Drip
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Drip is one of the few marketing automation tools in this list that is primarily focused on ecommerce marketing automation. It provides one of the more “open” platforms, claiming that it plays well with “pretty much any marketing strategy you want to put in motion.”
Additionally, email is one of its strengths. Some email marketing and automation features include unlimited email sends, pre-built workflows, and multi-channel marketing.
It also excels in personalization and analytics. Overall, Drip is a powerful tool for ecommerce marketing automation.
Price: Though Drip does not have a free plan, it does offer a free 14-day trial. Paid plans are based on your number of email contacts and start at $39 per month.
15. Mautic
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Mautic is the only open-source marketing automation platform on this list. It’s also a relatively new player, only founded in 2014. Mautic has grown quickly, though, and is seemingly picking up steam with high tech companies.
Currently, over 200,000 organizations use Mautic and it is available in over 35 languages.
Price: Free.
Getting Started with Marketing Automation
There are tons of options for marketing automation software. It’s all about choosing the right one for your business purposes, budget, and technical expertise.
Want something incredibly powerful and limitless? It may end up costing more and taking time and effort to learn. The cheaper options, by comparison, might have too limited a scale. Ultimately, it’s a trade-off.

Editor’s note: This post was originally published in April 2019 and has been updated for comprehensiveness.