- Marketing Automation: Building Workflows
- The email builder would have been great with templates, so I didn't have to bug my design team for custom HTML. It would have also been nice to have a place to save templates - I saved them as an email, but would accidentally edit them before copying and editing.
- The automated lead flows were confusing at times - I never knew what would happen if I added an action on to the end of the workflow.
My advice in choosing software in general is to know what you want to get out of the software. Then start researching the software on your own to see what features and benefits each has that will help you accomplish what you need. Once you have a good idea of what sorts of features you're looking for, reach out to the vendors that have them to see demos. Get really in-depth with your demos and ask for practical use-cases for each feature. Free trials are pretty useless with this sort of technology because the initial set-up is so time-consuming that you would either not set it up properly, or you would not stop using the provider you chose after the set up because you don't want to do it again!