Marketing Automation Software
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Marketing Automation Software TrustMap
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What is Marketing Automation?
Marketing automation is the process of automating and scaling repetitive marketing tasks. Businesses rely on marketing automation software, or email marketing software, to help them do this. Marketing automation platforms also enable companies to analyze the success of their marketing efforts.
Most marketing automation systems are built around leads (people) and campaigns (message sequences). Leads in the marketing database can be nurtured with relevant, personalized content.
Marketing automation campaigns are more complex than batch and blast email campaigns. Campaigns can involve digital channels beyond email, such as social media, SMS, landing pages, etc. They can also be designed with complex logic. This is the automation piece. Users can segment leads, personalize messages, and trigger events (like sending an email or updating a record) based on lead behavior. Once a campaign is over, reporting tools can measure its performance. This tells marketers what worked well and what did not.
Some marketing automation platforms are better suited for large businesses, and others for small businesses. Some focus on B2C marketing, some on B2B marketing, others on both. Most offer inbound and outbound marketing tools, though some have stronger features around one strategy (i.e. HubSpot is an inbound marketing tool). You should assess your use case and the marketing challenges you have before evaluating products.
For a more in-depth look at trends in the space, check out our Buyer's Guide to Marketing Automation Software. It includes review insights and tips from marketing automation experts.
Marketing Automation Features
Marketing automation started out with just email. Today, other digital channels like websites, mobile apps, SMS, and social media are all integral to successful marketing efforts. Most marketing automation tools will include functionality for all of these channels.
The core set of marketing automation capabilities include:
Landing page creation and customization
Reporting & Analytics
Features vary from vendor to vendor, as well as by paid tier. No matter the level, marketing automation features can be grouped as follows:
Email Marketing & Online Marketing
Reporting & Analytics
Email Marketing & Online Marketing
Email Management: Automation for opt-in, unsubscribe, and bounce processing. This sometimes includes a dedicated IP address and link validation.
Landing Pages: Direct clicks to a unique, relevant page. The ability to customize pages helps control the customer experience and is well-known to increase conversion rates.
Triggered Email: Send real-time, personalized emails based on customer actions.
Forms: Registration forms to capture lead data and add it to the database. May allow for social sign-in. This sometimes includes “smart” forms that recognize known visitors and ask progressive questions to update their records in the database.
Dynamic Content: Landing pages and emails can be automatically customized. This compartmentalization can be based on industry, location, job title, or other segmentation factors.
Mobile: Mobile-optimized features are common in most marketing automation platforms today.
Lead Management Features
Lead Database: Archive actions between your company and individual prospects. Email clicks, website visits, scoring changes can all be automatically logged.
Behavior Tracking: Indicates a prospect’s interests and place in the buying process. May include the websites they visit, social networks they participate in, keywords they search with, emails they open, etc.
Lead Nurturing: Emails can be triggered based on a predetermined campaign, and in a sequence that aligns with the customer's journey to a potential customer more information as you go along. More important for B2B marketing.
Automated Sales Tasks: Automatically send follow-up messages based on specific behavior, create lists of qualified leads for sales, and alert salespeople of new action.
Segmentation: Demographic and behavior-based filters refine the outreach process.
Workflow Automation: Planning, calendar creation, and task assignment can all be automated.
Scheduling Flexibility: Control when your messages will be sent by day and time, and whether they should be spread out throughout the day. Gate and prioritize messages, or schedule messages to send based on the time zone of the recipient
Lead Scoring: Identify the best lead for a campaign or tactic. You can weigh important and undesirable behaviors automatically.
Data Quality: Merge duplicate leads, identify missing information, and standardize information.
Reporting & Analytics Features
Basic Reporting: A summary of email and landing page campaign success. This is typically featured on a built-in dashboard.
Program ROI Analytics: Give visibility into your marketing efforts’ ROI. It’s a bigger picture approach, comparing the success of campaigns and channels.
SEO & Keyword Tracking: Track keyword strength and compare competitor performance.
Multi-touch Revenue Attribution: Credit every campaign touchpoint before the sale. This gives better visibility to the performance of each campaign tactic.
Testing: Some platforms allow A/B testing or multivariate testing for automated campaigns. Material to test may include subject lines, send times, or even personalized content and custom landing pages.
Web Analytics: Determine which pages of your website are most popular with prospects. Look at the bounce rate, common paths, and more.
Predictive Analytics: Use data trends to optimize future marketing operations. This is a developing area for marketing automation analytics.
Social Marketing Features
Social Campaigns: Cross-sell content with automated posts across channels. Qualify prospects using comments, replies, and tweets.
Social Listening: Monitor brand mentions across the social sphere. Gain insight into prospect segmentation and campaign messaging.
Social Sharing: Incorporate smart share buttons into campaign messages. Gain data about who shares content which content and what drives social conversations.
Social Engagement: Increase engagement with polls or referral programs. Some tools allow integration of engagement apps to your Facebook, email, and website.
Social Analytics: Add tracking to social media campaigns, and improve your conversion rates for future campaigns.
Some more advanced features (i.e. for enterprise-level platforms) include:
Social media marketing and management
Dynamic website / Progressive profiling
Marketing Resource Management (MRM)
Cross-channel campaign management
List Size & Target Market
Different marketing automation software fits different use cases. In particular, think about the size of your contact database and industry.
The technology you need will vary depending on the size of your company, your marketing team, and your database (list size).
Marketing automation platforms for small businesses go beyond pure-play email marketing. Typically they try to provide an all-in-one system that is easy to use and within budget. They will also feature CRM tools, social tools, etc., but they won’t have all of the bells and whistles enterprise platforms do. Complex logic, reporting, and integrations are three areas that marketing automation tools for SMBs tend to have simplified.
Enterprise-level offerings tend to be “marketing clouds” that go beyond traditional marketing automation features. Unlike SMB tools, they typically have breadth and depth. Enterprise platforms offer more granular control over things like campaign logic and advanced reporting. Many integrations offer additional capabilities. They also have other advanced tools like A/B testing, social listening, and ad management. IBM, Oracle, Salesforce, and Adobe have all acquired marketing automation products that they offer as part of an enterprise suite.
The right approach also varies based on what you’re marketing and to whom you are marketing. For example, do you sell to other businesses (B2B) or to consumers (B2C)? Marketing practices in the B2B industry differ from the B2C industry. The number of channels, frequency of communication, and the degree of personalization will probably be different.
B2B marketing automation is all about ‘nurture’ programs. This builds interest in the product through helpful and educational content. Drip campaigns and content marketing come in are often used in B2B marketing.
B2C marketing involves a much larger prospect pool. Brand loyalty and product ‘stickiness’ are more important than the relationship you have with your customers. Many B2C businesses sell their products and services online, meaning ecommerce features are highly important. This includes bulk email campaigns, open rates, targeted offers, shopping carts, payment gateways, and more.
Marketing Automation Integrations
Most marketing automation buyers already have a customer relationship management (CRM) system. Integration between your CRM and marketing automation software is important because it connects these two flows of data.
To work properly, the integration has to go both ways. A change in a marketing campaign should be reflected on the CRM records of contacts involved in that campaign, and vice versa! Data consistency is crucial for nurturing leads and lead scoring. This determines whether a person continues receiving marketing messages, or gets passed to sales or support for follow up.
Here are three things to consider when you’re evaluating integration to your CRM::
Automatic mapping vs. manual field mapping
Real-time syncing vs. periodic syncing
Accessibility of lead and contact information
CRM integration is probably the most important for both B2B and B2C marketers.
But there are many other integrations that are also useful. Since MA software often works as a marketing hub for marketing operations, vendors are offering a growing number of integrations. For example, for many B2B companies, webinars are a key tactic for qualifying leads. Integration between marketing and webinar platforms means more lead capture and more accurate lead scores.
Marketing Automation Software Comparison
To more easily compare Marketing Automation platforms, consider evaluating different options based on these 3 key factors:
1. Multi-channel vs. email marketing campaigns: For businesses that primarily do email marketing, more advanced marketing automation tools that cover additional digital channels may be overkill. Email marketing software is better suited for companies that primarily market to prospects and customers via email. On the other hand, if your marketing campaigns typically involve more than one type of channel (e.g. email, direct mail, phone, social media, mobile apps, etc), a full marketing automation platform will be a better fit.
2. Company-size: Before purchasing a new marketing automation platform, think about your list size and scale of outreach you want to do. For example, enterprises not only need a robust set of features but require support for larger contact lists. Small businesses, on the other hand, need a marketing automation tool that’s easy to use and allows them to automate repetitive tasks. Especially for small businesses operating on a tight marketing budget or that have a tiny marketing team, some larger marketing automation platforms may be too complex and expensive.
3. Built-in CRM: If your organization does not already have a CRM solution, you may want to look for a marketing automation platform that can also serve as a CRM. Some vendors, like HubSpot and SharpSpring, provide a free CRM with their marketing automation software. If you need a marketing automation solution that can do double duty, make sure to ask the vendor if they have a built-in CRM.
Pricing for marketing automation tools is typically subscription-based and is determined by the range of features include and list size. The more features included in the package and the larger the size of your contact database, the higher the monthly price.
Users can expect to pay around $200/mo. for a basic monthly package. Enterprise-level software (with all the bells and whistles) will run up to $3,000-$7,000 per month.
CallidusCloud LeadRocket (formerly CallidusCloud Marketing Automation) provides users with the ability to consolidate online and offline leads in one single platform. Leads can be scored and prioritized based on a prospect's identity, web activity, and buying intent.
The basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing, to measuring marketing ROI.…
Autopilot is a marketing automation solution that is designed to help marketers connect their existing systems, and convert leads into customers. This solution integrates with popular third party tools such as Salesforce, Segment, Twillo, Slack, GoodData and Zapier. The vendor’s…
SALESmanago is a no-code CDXP (Customer Data Platform & Customer Experience Platform) boasting users among 2000+ midmarket and large Enterprises in 50 countries including Starbucks, Vodafone, Lacoste, New Balance, and Victoria’s Secret. SALESmanago harnesses first- and zero-party…
Iterable is a growth marketing and user engagement platform. It is designed for B2C markets and supports all types of marketing campaigns (blast, lifecycle, transactional) across all messaging channels (email, web, mobile push notifications, SMS).
ClickDimensions is an email marketing and marketing automation platform for Microsoft Dynamics CRM. Features include email marketing, web tracking, lead scoring, social discovery, campaign tracking, and form capture.
Drip is an ECRM–an Ecommerce CRM offering email marketing automation software specifically for B2C online retailers. The vendor’s value proposition is that with Drip's simple, user-friendly visual campaign builder, users can design email campaigns based on specific subscriber behavior—…
Insightly Marketing is marketing automation made simple. It is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving users and their teams access to actionable insights faster. The vendor states it has an easy-to-use…
Sugar Market (formerly Salesfusion) is a marketing automation solution built to work for the user. With a curated toolset that includes intuitive campaign builders, automations and reporting, the vendor says they focus on what matters most to marketers -- streamlining campaign creation,…
Pega's Customer Engagement Suite includes: •Pega Marketing to engage customers with real-time one-to-one marketing on any channel•Pega Sales Automation to intelligently guide sales professionals and streamline the sales process using AI•Pega Customer Service to deliver end-to-end…
Customer.io allows small to mid-size companies that sell online to send triggered or segmented, in-context marketing or transactional (e.g. payment receipts) emails. With an emphasis on presenting timely and relevant content to individual customers, Customer.io supports A/B Testing,…
Lyris HQ is a SaaS digital marketing platform including email messaging, landing page creation and web analytics. Best-known as an email marketing vendor, and the Lyris web analytics product was acquired from ClickTracks in 1996 and subsequently re-branded and tightly integrated…
Springbot aims to bring all the marketing capabilities large retailers have to small businesses at a fraction of the cost. Through Springbot, online stores will be able to leverage automated marketing on channels such as email, SMS, social and online ads. Business owners and marketers…
The emfluence Marketing Platform is a marketing automation platform featuring drag-and-drop email editors and automated campaign builders, simple social media scheduling, manageable landing pages, workflow management, analytics, website tracking, surveys, and modals. The platform…
Wishpond's marketing automation platform is designed to make it easy to generate, manage and nurture leads. Business users can automatically score and segment leads into lists based on activity and personal details. They can also send personalized emails after interest is shown in…
Mautic Community Edition is an open source cross-channel campaign management software solution designed to enable users to build email, nurture campaigns, personalize messages, execute A/B tests, and measure results. The open source edition is community supported. Support is available…
LoopFuse was a marketing automation platform targeted primarily at SMBs. Functionalities include email marketing, lead nurturing, lead scoring and social listening capability. It was acquired by Salesfusion, which in turn was acquired by SugarCRM. The Salesfusion marketing automation…
Sales Engine International is a new company resulting from the merger of Manticore and Sales Engine in 2012. The product has email marketing and landing page functionality with strong template libraries. The product provides connectors to both Microsoft Dynamics CRM and Salesforce.…
Frequently Asked Questions
Not all marketing automation software is created equal, some products are better suited for enterprises while others are better for small businesses. Some of the top-rated products for small businesses include:
- BenchmarkONE (formerly Hactchbuck)
- Adobe Campaign
Features like advanced reporting and cross-channel campaign management may be too expensive for SMBs and small marketing teams. For more information, read reviews of marketing automation software from fellow small business professionals.
Marketing automation and email marketing software both include features that help marketers create, run, and track email campaigns. These capabilities include things like email templates, WYSIWYG editor, dynamic email personalization, email A/B testing, triggered email sequences, campaign tracking and reporting, and integrations with CRM software.
The biggest difference is that marketing automation software also includes features that allow marketing teams to orchestrate and measure marketing campaign performance across other channels as well. These channels include social media platforms, SMS, mobile applications, and paid and organic search.
The price of marketing automation software typically depends on the number and complexity of features included and the size of your contact list. For SMBs and small marketing teams, pricing can start as low as $50/month and go up to multiple thousands of dollars per month.
Most vendors that provide enterprise-level plans do not disclose pricing information on their website but will provide a quote on request.