Marketing automation refers to software platforms that help businesses automate their marketing and sales engagement processes to generate more leads, convert more leads to sales, and optimize ROI. Marketing automation allows marketers to automate repetitive tasks such as sending emails, maintaining social media, tracking website interactions, and managing various other tasks. Marketing automation centralizes all of the features and functions that make up the marketer’s role in an organization. A marketing automation platform should have the ability to integrate with other sales & marketing tools (CMS, CRM, social media, meeting software, etc.) to provide a centralized platform for data management and analysis.


For true Greenfield installations, however, it is actually best to have the CRM system perform the marketing automation functions.  While buying best of breed for each system has advantages, if a feature really is valuable the CRM vendor will eventually implement it.  So in the medium to long term, the costs of integration and database synchronization for separate best of breed systems is typically more trouble than it’s worth.
dotdigital (formerly dotmailer) is a global leader in customer engagement technology and Engagement Cloud is its platform: the preferred choice for growing businesses and ambitious brands. The platform’s impressive features empower over 80,000 marketers across 150 countries to acquire, convert, and retain customers at scale. Users can connect with CRM and ecommerce systems, surface powerful data, and automate intelligent cross-channel messages that resonate with audiences. Established in 1999, dotdigital is a global company with over 350 employees, serving brands of all verticals and sizes. Our easy to use and powerful email solution enables SMBs, large enterprise and agencies to manage and grow their email strategy and more by making it easy to build your own marketing cloud, using our extensive app directory. A Magento Premier Technology, Shopify Plus and BigCommerce partner, dotdigital integrates seamlessly with many world-class ecommerce platforms and CRMs including Salesforce and MS Dynamics. Our recent acquisition of COMAPI cements our commitment to empowering marketers by providing customers with best-in-class omnichannel messaging capabilities such as SMS, live chat and social media integration. Start a free trial: https://www.dotdigital.com/trial/
Long gone are the days of importing a list of “leads” from a trade show and assigning the contacts as “leads” for sales. Marketing’s job is to not only attract attention (brand awareness) but their role has evolved to further qualifying leads that engage with the brand before passing along to the sales team. A simple model marketing can follow to qualify leads is identifying B.A.N.T. criteria.

Bad Marketing Automation. What’s bad marketing automation? Bad marketing automation loses sight of your customers and prospects. Often, bad marketing automation involves sending non-targeted spammy messaging. Bad marketing automation fails to use all the customer data it’s collected to help create meaningful relationships and therefore, loses out on lots of potential conversions. All the most advanced marketing technology can’t help a cold,


He is the owner of jeffbullas.com. Forbes calls him a top influencer of Chief Marketing Officers and the world's top social marketing talent. Entrepreneur lists him among 50 online marketing influencers to watch. Inc.com has him on the list of 20 digital marketing experts to follow on Twitter. Oanalytica named him #1 Global Content Marketing Influencer. BizHUMM ranks him as the world's #1 business blogger. Learn More

With Sugar’s marketing CRM software, marketers have the ability to qualify leads before passing them off to sales teams. Sugar will track and expose multichannel, multicampaign touches across each lead to give your teams clear visibility into what marketing efforts, interests and activities have caught their attention. These can be used to segment, score and track lead qualification metrics to help uncover who is truly ready to be handed off to sales versus who requires more nurturing.
Marketing’s core objective is to feed the pipeline for sales. At the end of the day, the sales team is marketing’s number one client. Marketing’s role in the lead nurturing process has grown over the last decade to align with the lengthening sales prospecting process. Most B2B purchases—especially technology purchases—span multiple departments, which means there are multiple stakeholders involved in any buying decision. According to CEB, 5.4 people now have to formally sign off on each purchase, this is 40% larger than it was 2 years ago. 																		

Similar to standard email marketing software vendors, marketing automation software vendors have created workflow templates that help guide you through the automation process. This way, you don't have to build new sequences from scratch. These templates usually start with a basic interaction, such as a "Welcome" or a "Thank you for making a purchase" message. Once a contact receives the initial email, he or she is guided through a sequence based on his or her actions. For example, if John receives a welcome message and he clicks a link to an offer, then that action automatically pulls him onto a distinct email marketing journey. Conversely, if Sally deletes her welcome message, then she may automatically be pulled off the workflow to conserve your email output.
That means we should treat them like a real person, not a fragmented self across different tools like email, social media, etc. If we can leverage all the marketing tools, channels and behavioral data possible to paint a complete picture of a person, we can nurture them based on their unique challenges and interests, not based solely on the emails they open or click through.
“Set it and forget it” solution. Marketing automation is a remarkable tool that helps marketers achieve results. But those results don’t happen without a the right processes, strategy and effort set in place. Marketing automation is meant to enhance and support marketing and sales, NOT become a one-size-fits-all substitute. So don’t sit back and expect marketing automation to magically achieve goals without you.
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.
Automation is a surefire way for small businesses to save time and money, and marketing is the perfect arena for doing so: Marketing automation maintains brand messaging while reaching thousands more people than a single person ever could. The key is simply determining which platform fits your company best so you can save even more time while building your bottom line.
Marketing automation platforms that integrate seamlessly with customer relationship management platforms can be a very powerful weapon. Tight CRM integrations will allow you to transfer lead information seamlessly between marketing and sales. Better alignment between marketing and sales will improve the effectiveness of campaigns. Your CRM system should talk to your marketing automation platform and your marketing automation platform should talk to your CRM system.
Adestra is a leading global provider of First-Person Marketing email and lifecycle marketing solutions for global and growing brands alike. The company's industry leading email marketing and automation platform provides marketers with a powerful infrastructure that helps them communicate more effectively with their customers and subscribers by providing hyper-relevant context. This proprietary technology also allows for automated email messaging and incorporates enterprise-class native functionality, which reduces implementations. Along with a superior platform to execute marketing automation, Adestra was founded on the principle that marketing success takes more than technology, which is why customer service is at the heart of our business. Adestra is more than software as a service. Adestra is Software AND a Service®.

Oracle Bronto is the premier cloud-based marketing platform for commerce. With an advanced marketing automation engine and solutions for browser and shopping cart abandonment, recommendations, post-purchase campaigns and powerful ecommerce integrations, the Bronto Marketing Platform helps marketers maximize engagement and drive revenue by automating targeted, personalized email and cross-channel marketing campaigns at scale. Bronto offers a full suite of enterprise features and an extensive array of partner integrations to help commerce marketers accomplish more, while saving time and resources. Over 1400 brands worldwide rely on Bronto, including a client roster of high-growth brands, including Rebecca Minkoff, Lucky Brand, Theory, Timex, Ashley Homestore and Christopher & Banks. For more information, visit bronto.com.
Adestra is a leading global provider of First-Person Marketing email and lifecycle marketing solutions for global and growing brands alike. The company's industry leading email marketing and automation platform provides marketers with a powerful infrastructure that helps them communicate more effectively with their customers and subscribers by providing hyper-relevant context. This proprietary technology also allows for automated email messaging and incorporates enterprise-class native functionality, which reduces implementations. Along with a superior platform to execute marketing automation, Adestra was founded on the principle that marketing success takes more than technology, which is why customer service is at the heart of our business. Adestra is more than software as a service. Adestra is Software AND a Service®.
ThriveHive is marketing platform that empowers small business owners to grow their businesses through better marketing. The platform includes all of the essential online marketing tools and guidance necessary to get small business owners online and to succeed with marketing. ThriveHive is guided marketing for small business. Features Include: Better Website (optional) - Professionally built or DIY Customized Marketing Plan - Plans that work for small businesses Marketing Platform- All of your marketing in one place Contact Manager - Manage leads & customers Email - Send & track emails & newsletters Blog & Social Media - Create blog & social media posts Insight Emails - Marketing & lead notifications Marketing Coach - One-on-one expert marketing help Managed Advertising - Google AdWords & More

There's also the marketing broadcast tools you'd expect to email all of your contacts, but there's also ways to send voice messages, faxes, or even print out paper letters with your contacts' personalized info to send out by mail. And if you're not already selling products directly from your site, you can use Infusionsoft's eCommerce tools to build your own store and track the purchases and pages viewed right in your CRM. It's everything you'd need to identify your customers' needs, customize marketing to them, actually sell your real products, and make sure you're staying on top of everything you need to do at the same time.
Furthermore, CRM is used by the sales team for retaining existing customers. The software has tools to gather information and feedback from various customer channels, and analyze said information to provide the sales team with customers’ behavior, interaction history with your company, and purchasing trends, among others. Armed with customer knowledge, sales teams can craft targeted offers and loyalty campaigns to enhance customer retention.
First, let’s be clear about the distinction between sales and marketing roles: you wouldn’t believe how many companies scramble the definitions.  As a card-carrying marketing guy (yes, I made it to Sr. VP at publicly-traded companies), I maintain that the outbound part of marketing (the real users of marketing automation) needs to focus on getting the right message out to the right prospects.  People who respond with the right level of interest are handed off to sales for qualification, and people who don’t are kept in the system for cultivation and “re-marketing.” Outbound marketing is also involved in the care and feeding of existing customers, to cultivate loyalty and repeat business.
Customer Retention: Post conversion of leads, this software enables you to maintain 360-degree customer profiles with detailed demographic, firmographic and behavioral data for each customer. You can micro-segment your customer database to drive cross-sell and upsell campaigns which can help you boost customer retention, brand advocacy and ultimately, average revenue per customer.
With Sugar’s marketing CRM software, marketers have the ability to qualify leads before passing them off to sales teams. Sugar will track and expose multichannel, multicampaign touches across each lead to give your teams clear visibility into what marketing efforts, interests and activities have caught their attention. These can be used to segment, score and track lead qualification metrics to help uncover who is truly ready to be handed off to sales versus who requires more nurturing.
We’re fond of saying that Net-Results is the 1st choice of people buying marketing automation for the 2nd time. This wasn’t devised in a marketing meeting, it's something we discovered talking to customers who love us. Marketers who've spent time using our competitors' software - those who've experienced what it's like to work with those vendors and their products - are consistently the ones who love us the most. Let's talk. You may love us too :)
eTrigue is a cloud-based marketing automation provider featuring easy-to-use campaign building and rapid time-to-value. eTrigue’s DemandCenter helps hundreds of organizations track and nurture prospects through inbound and outbound programs. DemandCenter tracks across email, web, mobile, and social. eTrigue DemandCenter’s integrated marketing suite is particularly attractive to medium and small organizations, as well as to divisions or groups within larger enterprises.. eTrigue makes it simple for small marketing teams to can manage all online marketing efforts from a single dashboard. Full integration with major CRM, Webcast systems and ad-reporting systems. Instant real-time lead alerts are included for sales.
We currently have three Editors' Choice picks for marketing automation solutions here at PCMag. One of them, Campaigner, impressed us with its intuitive UI and its wealth of online resources. Another Editors' Choice, the aforementioned Pardot, excelled due to its built-in search and social marketing functionality. Lastly, the aforementioned HubSpot had an impressive set of prebuilt workflows that also got our top nod. While all of these are fantastic solutions, they are all quite different, and it's definitely worth taking the time to research the best solution for your needs. This, of course, also applies even to the other products that did not get an Editors' Choice designation.
By offering marketing automation and related services, you’ll become an integrated and indispensable partner to your clients. This helps you move from unpredictable project work to retainer-based relationships, helping you grow your agency and boost your monthly recurring revenue. Marketing automation also provides you with comprehensive reporting and analytics, so you can prove the value of your services to your existing clients as well as prospective ones. Some marketing automation platforms are built specifically for marketing agencies, so there are some important things to look out for, including flexible agency pricing, a rebrandable interface and domain, and much more.

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.


Often, a brand will use multiple marketing automation tools, referred to as the marketing technology -- or martech -- stack. These marketing automation platforms assist in lead generation via email marketing, chatbots hosted on social media or websites, and other channels such as short message service (SMS) text. Marketing automation tools extend the reach of marketing campaigns, creating inbound marketing, a term some vendors use to refer to the strategy of finding prospects for top- to mid-funnel via personalization of pitches derived through analytics tools which segment customers into different groups for different approaches.
We envision a future where online retailers truly understand their customers, resulting in the growth of their businesses’ profitably. Exponea Experience Cloud is our way of bringing this vision to life. Exponea’s very essence is an intelligent union of customer data management and analytics, while cracking the true Single Customer View. Through this, we have enabled marketers to understand their customers and immediately turn such insights into actionable campaigns, all within a single integrated solution. Built on top of cutting edge technology, Exponea empowers marketers to deliver truly personalized, in the moment experiences to their customers at scale through deeply embedded AI-powered capabilities, removing obstacles and leveraging intent to purchase both on your online store or outside of it. True to our vision, we work closely with our clients and mentor them all along the short path to success. We enable the fast transfer of know-how which often results in a change of mindset and is a catalyst for a rapid, profitable growth of emerging e-commerce leaders around the world.

Similar to standard email marketing software vendors, marketing automation software vendors have created workflow templates that help guide you through the automation process. This way, you don't have to build new sequences from scratch. These templates usually start with a basic interaction, such as a "Welcome" or a "Thank you for making a purchase" message. Once a contact receives the initial email, he or she is guided through a sequence based on his or her actions. For example, if John receives a welcome message and he clicks a link to an offer, then that action automatically pulls him onto a distinct email marketing journey. Conversely, if Sally deletes her welcome message, then she may automatically be pulled off the workflow to conserve your email output.
Instead, the company is focused on nurturing brand-to-audience relationships. The idea resonates with HubSpot’s thought leadership that we presented earlier. Content is a marketing pillar. It’s trustworthy, value-driven, and compelling. Coupled with marketing automation software, content can amplify the success of your relationship-building efforts. 																		

Marketing automation plugs into a company's CRM system, which, typically, has its own native marketing automation cloud service (such as Salesforce Pardot and Oracle Eloqua). Eloqua will work with other CRM platforms that compete with Oracle's, and Marketo, an independent marketing automation platform, will work with Salesforce, Oracle, Microsoft and other CRM systems. HubSpot also is a popular marketing automation platform that has its own CRM backbone.
×