Sales and Marketing Automation platforms
Best Sales and Marketing Automation platforms include:
Sales and Marketing Automation platforms TrustMap
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What are Sales and Marketing Automation Platforms?
Sales and marketing automation platforms are designed for small and midsize businesses looking for an all-in-one sales and marketing automation solution. They combine critical CRM, sales automation, email marketing, and marketing automation features. These platforms may also be referred to as ‘CRM marketing automation platforms’ or ‘marketing and sales automation platforms’.
These products are designed so that both sales and marketing teams can work within them. Ultimately, these platforms aim to help small businesses capture and convert more leads, track and manage sales pipeline, and automate marketing campaigns across digital channels.
One big benefit of having CRM, sales automation, and marketing automation capabilities combined within one platform is that there is less data leakage between platforms than there is when businesses have separate systems. This helps prevent duplication or loss of contact records across systems.
Having an all-in-one sales and marketing automation platform is also typically more affordable for small businesses than having three (or more) different systems. On the other hand, these platforms may not have all of the advanced functionality that larger, enterprise marketing automation and sales cloud systems do. Thus, they may not work well for larger businesses.
Sales and Marketing Automation Platform Features
Below are the most critical features for CRM marketing automation platforms to have:
CRM contact database
Triggered email campaigns
Lead scoring and qualification
Automated lead capture and follow-up
Automated CRM activity logging
Sales pipeline management
Reporting and analytics
Integrations with third-party systems
Some platforms also offer advanced functionality such as:
Payments and invoicing
Website and landing page builder
Sales and Marketing Automation Platform Comparison
Before deciding to invest in a sales and marketing automation platform, consider the following key factors:
Budget: If you are a small business or start-up, budget is likely a top concern. Many of these platforms have different plan levels that provide more or less additional features. Certain products may be more expensive than others, but include extra features like web forms, landing pages, or SEO tools. Decide whether you’re looking for a more basic plan or one with more additional features before starting to compare platforms.
Ease of use: Make sure you and your team test out different platforms before deciding to purchase one. How user-friendly the software is can have a large impact on overall adoption down the line. The bottom line is: make sure your sales and marketing team members will feel comfortable using the system before you buy it.
Growth: Does your business have plans to scale up quickly? If so, check to see that the platform you're considering buying can support your business as it grows. Certain products may have limits on the total number of contacts they can support within the CRM portion of the platform. Others may place limitations on the total number of emails that can be sent per month or per year.
Most sales and marketing automation vendors will offer a few different plan levels. Starter plans will likely only include basic CRM, email marketing, marketing automation, and sales automation functionality. More expensive plans will offer more additional features.
Pricing for basic plans typically starts at around $50-$80 per month and varies depending on the number of contacts and users. Mid-tier plans can cost between a few hundred and a few thousand dollars per month, depending on the range of features included, the number of contacts, and the number of users included.
The highest-tier plans typically cost upwards of at least $1,000 per month.
SharpSpring is presented as a comprehensive revenue growth platform with robust sales and marketing automation features, functionality and performance. SharpSpring boasts one of the most flexible platforms on the market, with behavior-based email marketing, native or 3rd party CRM…
MailChimp is an SMB-oriented email platform. A free account is offered with a 500 subscriber limit and with a limit of 3000 sends. There are various pricing models above 500 subscribers.
Act-On is an adaptive marketing platform designed to drive personal and purposeful multi-channel marketing. Its foci are inbound and outbound marketing, for enabling a tighter alignment with sales and turning data into actionable insights.
Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
Sendinblue is a cloud-based marketing communication software which performs tasks related to managing marketing automation, email campaigns, transactional emails, and SMS messages. It is designed to be an all-in-one-tool for all digital marketing needs.
Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is presented by the vendor as lean, fast and integratable with anything. Sugar Sell replaces former…
Freshworks CRM (formerly Freshsales) is an all-in-one sales CRM software with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple tools to…
Twilio SendGrid Marketing Campaigns provides users with segmentation, campaign editing, and deliverability. According to the vendor, Twilio SendGrid Marketing Campaigns is trusted by over 80,000 customers globally, including Airbnb, Spotify and Uber. Twilio SendGrid Marketing Campaigns…
LeadSquared is a marketing automation and CRM platform. It includes landing pages, email marketing, lead management, analytics, connectors, and WordPress Plugins.
GetResponse is an online marketing platform optimized for use by small businesses. It provides tools which support email marketing, autofunnel, landing pages, marketing automation, webinars, autoresponders, and enterprise marketing needs.
Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting…
Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.
ONTRAPORT offers customer relations management services that help with content management (creating and hosting webpages), lead tracking, traditional marketing approaches (e-mail, SMS, social media, direct mail), managing online payments, and workflow automation.
Act! CRM (formerly Swiftpage) aims to empower small businesses to build and manage client relationships and leads, so the user always has a pipeline of new, repeat, and referral business under control. Users can manage their businesses with Act! CRM every day, since it’s more than…
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…
Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt.…
Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.
vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following…
Frequently Asked Questions
One major benefit of using a sales and marketing automation platform is that it provides all the functionality a small business needs to start capturing leads and making money, within one system. This will help prevent data loss and contact duplication, which typically happens when information is shared across marketing and sales systems.
For small businesses, another big benefit is not needing to have three separate systems for their sales and marketing teams to use. This helps keep costs down.
Cost can vary depending on the number of contacts, the number of users, and the range of features included. But generally, buyers should expect to pay anywhere between $50-80/mo. for starter plans.
More expensive plans typically cost at least a few hundred dollars per month, if not a few thousand dollars per month. Plans designed for larger businesses cost upwards of a few thousand dollars per month.