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 :)
Email: A lead completes your form, follows up, redeems your offers, and still doesn’t convert. What do you do? You send an automated email, that’s what. You can customize your marketing automation software to end personalized messages based on user triggers. Think of this approach like a logic puzzle. If users take actions x, y, and z on your site, your marketing automation software will deploy message “q.” This process is something known as sequencing – which we’ll get to later.
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.

You can have the world’s savviest marketing plan in place and customers still don’t always click on something the first time they see it. Whether they encounter your ads on Facebook, Instagram, or another channel, they may not make a purchase until they've seen what you've got through multiple avenues. That's where Google remarketing ads come into play. Google remarketing ads help you reach people who have expressed interest in your products—wherever they go online—and bring them back to your store when they’re ready to buy. Using these best practices and Mailchimp's powerful reporting tools, you can run retargeting ads that pay off.
“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.
Selligent Marketing Cloud is a marketing automation platform that enables B2C brands to engage consumers across all critical channels. Built for the relationship marketer, Selligent Marketing Cloud is the only marketing cloud built on single code base, featuring artificial intelligence and a Customer Data Platform with a universal consumer profile at the core of every action. More than 700 brands across retail, travel, automotive, publishing, and financial services rely on Selligent Marketing Cloud’s proven platform. With 10 offices across the United States and Europe and more than 50 agency partners and resellers, Selligent Marketing Cloud serves over 30 countries with local, personalized service.
The brand’s goal is to scale with businesses as they expand so they can see true growth without the hiccup of finding other tools. And its marketing analytics tool spurs some of that growth by showing business owners the outcomes of their historical efforts and projecting how their future attempts will pan out. These insights, combined with ONTRAPORT’s Campaign Builder — which allows entrepreneurs to set goals and base their automation on achieving those goals — give small businesses the opportunity to customize.
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.
Ever wanted a way to talk to the people visiting your site or using your app, the way you could call up to a specific office using your building's intercom? There there's a new digital intercom for you, aptly named Intercom. It'll find out who's using your site or app (it's the only tool among this bunch that works with mobile, too), let you filter through them easily, send them emails or in-app messages, and see who's slipping away. You'll even have a team inbox where you can handle support, marketing or anything else.
ActiveDEMAND is a flexible marketing platform for digital marketing agencies and marketers. ActiveDEMAND packages range from the full-featured call tracking application for the small business marketer to the powerful Marketing Agency Portal designed for digital marketing agencies with multi-client management needs. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages and social media. Convert leads and prospects into customers using automated marketing to manage nurture campaigns, auto-replies and more. Retain customers and grow your repeat businesses with powerful newsletters, special promotions and more.

Marketing automation can eat up a significant portion of your clients’ budgets, leaving less room for your agency’s retainer. (Psst...SharpSpring’s agency pricing model is as little as 1/10th to 1/20th the cost of others.) You’ll want a platform built around the needs of agencies to help you create higher-value relationships, generate monthly recurring revenue, and prove your ROI. Look for a provider that lets you reinforce your brand by rebranding the platform interface, domain, login screen and notifications. The vendor should treat you like a partner, including sending you new business referrals.

Finding new customers is exciting, but it's even better when customers return to your shop again and again. With Mailchimp's marketing automation, it's easier than ever to keep shoppers coming back for more. It all begins with your first impression, and our welcome automations help you put your best foot forward. And after a purchase is made, you can solidify their love for you with an order notification that matches the look and feel of your brand. You can even reward customer loyalty and say happy birthday. Learn how to use automations to turn new customers into old friends.
The HubSpot dashboard enables teams to immediately sort the contracts won (or not) and maintain a clear view of their performance toward their goals. HubSpot’s CRM automatically tracks customer touchpoints across different channels and keeps a timeline of all calls, emails, and meetings involving specific customers. The platform also helps create personalized paths to purchase and compile data showcasing how every marketing campaign contributed to sales.

A marketing automation app will take a bit more time to set up than the traditional CRM. You'll likely need to copy a bit of code from the tool after you've created your account, and embed it into your site or app. Once you've done that, though, the apps here will do the rest of the work for you, identifying your visitors and clients and automating most of the CRM heavy lifting you'd have to do in other apps.


Omnisend - Email Marketing & Automation for Ecommerce provides the omnichannel approach for sales-driven marketers that have outgrown the generic email marketing platforms. Join more than 40,000 merchants that have trusted their e-commerce marketing automation to Omnisend. Our platform provides a complete solution for connecting your ecommerce business with potential and existing customers across multiple customer journey touchpoints. Try a more personalized omnichannel touch with your customers by email, SMS, Facebook messenger or automatically synchronizing audiences for Google, Facebook and Instagram platforms for better customers’ experience and higher conversions. Omnisend works with all e-commerce platforms including Shopify, Bigcommerce, Magento, WooCommerce and others. Drive sales at scale Email marketing automation is all about sending anticipated, contextualized and relevant messages at the right time. Capitalize on pre-built automation templates that you need to set up only once. Then sit and watch your sales growing on autopilot with Welcome emails, Cart Abandonemnt, Order updates, Customer Re-activation and Order Follow-up. Design state-of-the-art newsletters in minutes Skip the tedious and time-consuming newsletter setup process. Our drag-and-drop Content Editor is intuitive and gives you all the tools you need to enjoy great results at the speed of light. Improve your performance with beautiful email templates, the one-click Product Picker, the interactive CTR boosters and unique Discount Coupons. Choose how to grow your email list Choose how to turn your visitors into subscribers with a wide variety of signup forms. Omnisend’s forms are mobile-friendly and fully customizable. Grow your list with non-intrusive Signup boxes, welcome and exit intent Popups, the fun Wheel of Fortune, and customizable landing pages. Ready to convert your visitors into repeat customers? Try out Omnisend’s ecommerce marketing automation—every new user starts with a 14-day, obligation-free trial. After 14 days, you choose whether to keep using one of our paid plans - Standard or Pro - or continue with our Free plan, which includes 15,000 emails per month (up to 2,000 emails per day). Majority of our customers value Omnisend as a great alternative for their ecommerce businesses compared to Mailchimp, Klaviyo, Active Campaign and others. Omnisend gives you stellar support and helpful advice anytime you need it. We’re available 24/7 for all.
When the two functions combine, marketing and sales departments work as a single unit.  Marketing sells (creating visibility) on a large scale, while sales markets in a one-on-one fashion, using the information-sharing and persuasion tactics. With sales and marketing working so closely, there’s a clear value in getting the two divisions on the same page, and working in even more alignment. For small businesses, that’s particularly important as getting the best out of one single lead is crucial.
Forms and landing pages: Build custom landing pages without having to know HTML and link marketing assets stored in automation systems to use as downloadable content. Progressive profiling helps marketers shorten forms to ensure prospects aren’t turned off by long forms. They can be shown additional fields in future forms allowing marketers to build up a detailed prospect profile over time.
When you start your day at work, you likely open a half-dozen apps and websites and spend quite a bit of time just figuring out what needs done and finding the info to do it. Not anymore with Infusionsoft. It's watching your site, tracking info about your potential customers and what they've seen, and at the same time is keeping up with what you need to do. Then, in a nifty "My Day" view, it'll show you everything you need to be doing—including your tasks, communications with contacts, and calendar appointments—along with info about the customers related to your tasks right in the same overview.
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.
When there’s no top-of-the-funnel foundation put in place to support middle of the funnel marketing automation. Many marketers invest in marketing automation before they have fertile ground for advanced lead nurturing campaigns to blossom. Marketers won’t have the ingredients they need for effective marketing automation until they have both a steady flow of organic leads coming through the funnel. Too many marketers without inbound lead generation strategies spend their time figuring out how to take the tiny fraction of the market they already have in their database as leads and squeeze more out of them. While they’re doing that, their competition is figuring out how to get more out of the 99.99% of the market that’s still out there. Do you have all the existing leads needed to hit your revenue goals in your database already? Are you getting your fair share of the available market?
A sale isn’t the end of a brand-to-consumer relationship. It’s the beginning. And it’s probably the customer acquisition channel that you’re ignoring. Delight is what helps marketers navigate the art of upselling. Marketing automation, social media, and emotion-driven calls to action are crucial to this stage of marketing. This idea holds true for consumer and B2B marketers alike.

Once marketing has qualified a lead based on B.A.N.T., the sales team’s core objective is to close deals and increase revenue. Both sales and marketing processes follow a funnel-like approach to nurturing leads and opportunities, but each solution is customized to track and serve a different type of contact based on their stage of the buyer journey. Similarly, CRM is designed to help the sales organization forecast the deals they plan to close each month or quarter.


When you create automated emails, you can keep customers engaged without the hassle of sending messages one by one. But how do you automate outreach without losing authenticity? It's easier than you might think. Mailchimp makes it a breeze to wish customers happy birthday or to say thank you for a purchase. By creating customized, targeted emails that send when triggered by a specific date, event, or activity, you can send thoughtful messages that match the look and feel of your brand and resonate with your customers. Check out these best practices for sending automated emails that really click.
Perhaps best known as an email newsletter app, ActiveCampaign also includes a full-featured CRM with marketing automation. You can gather leads, with rich profiles on each one that include your conversations with them, their latest social network updates, and more. Then, you can convert them to leads, sort them on a kanban-style board as you take them through your sales process, and keep them updated about your company with beautiful email newsletters.
Perhaps best known as an email newsletter app, ActiveCampaign also includes a full-featured CRM with marketing automation. You can gather leads, with rich profiles on each one that include your conversations with them, their latest social network updates, and more. Then, you can convert them to leads, sort them on a kanban-style board as you take them through your sales process, and keep them updated about your company with beautiful email newsletters.
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 :)
Omnisend - Email Marketing & Automation for Ecommerce provides the omnichannel approach for sales-driven marketers that have outgrown the generic email marketing platforms. Join more than 40,000 merchants that have trusted their e-commerce marketing automation to Omnisend. Our platform provides a complete solution for connecting your ecommerce business with potential and existing customers across multiple customer journey touchpoints. Try a more personalized omnichannel touch with your customers by email, SMS, Facebook messenger or automatically synchronizing audiences for Google, Facebook and Instagram platforms for better customers’ experience and higher conversions. Omnisend works with all e-commerce platforms including Shopify, Bigcommerce, Magento, WooCommerce and others. Drive sales at scale Email marketing automation is all about sending anticipated, contextualized and relevant messages at the right time. Capitalize on pre-built automation templates that you need to set up only once. Then sit and watch your sales growing on autopilot with Welcome emails, Cart Abandonemnt, Order updates, Customer Re-activation and Order Follow-up. Design state-of-the-art newsletters in minutes Skip the tedious and time-consuming newsletter setup process. Our drag-and-drop Content Editor is intuitive and gives you all the tools you need to enjoy great results at the speed of light. Improve your performance with beautiful email templates, the one-click Product Picker, the interactive CTR boosters and unique Discount Coupons. Choose how to grow your email list Choose how to turn your visitors into subscribers with a wide variety of signup forms. Omnisend’s forms are mobile-friendly and fully customizable. Grow your list with non-intrusive Signup boxes, welcome and exit intent Popups, the fun Wheel of Fortune, and customizable landing pages. Ready to convert your visitors into repeat customers? Try out Omnisend’s ecommerce marketing automation—every new user starts with a 14-day, obligation-free trial. After 14 days, you choose whether to keep using one of our paid plans - Standard or Pro - or continue with our Free plan, which includes 15,000 emails per month (up to 2,000 emails per day). Majority of our customers value Omnisend as a great alternative for their ecommerce businesses compared to Mailchimp, Klaviyo, Active Campaign and others. Omnisend gives you stellar support and helpful advice anytime you need it. We’re available 24/7 for all.
If you’re producing effective inbound marketing content, you’re generating a steady flow of new, organic leads, and you’re ready to scale your successful efforts, chances are it’s time to focus your efforts on a marketing automation strategy that will nurture those quality leads into paying customers. Below are some good questions to ask yourself when deciding if marketing automation is the right move for your business.
Delivra is an email marketing software platform that has helped organizations execute effective marketing campaigns for more than 15 years. Known for its industry expertise and unrivaled customer service, Delivra helps businesses engage in meaningful conversations with customers that produce tangible results. Delivra empowers organizations to achieve business goals through a suite of professional services, including strategic campaign consulting, email design, content strategy and more. Delivra has implemented dynamic marketing solutions for more than 1000 companies representing varying industries. Delivra makes it easy to build and send impactful email marketing campaigns, offering an easy-to-use drag and drop editor to customize content. The software’s marketing automation capabilities also allow users to strategically plot out an entire email series, determining which mailings are sent based on a variety of subscriber actions, inactions or time. For companies with an e-commerce component, Delivra’s Commerce Package enables email marketing tactics specific to customer re-engagement, cart recovery, automation, and customer retention. Online merchants get all the powerful features of the Delivra platform in addition to custom integrations designed for e-commerce. Delivra works with a wide variety of CRM’s, e-commerce platforms, and web analytics tools so all marketing data is available in one place. The software either plugs right into the technology a company is already using, or Delivra builds out a custom integration to ensure that it does.
VBOUT is a powerful, affordable and simple to use, all-in-one marketing automation solution. The platform has an easy drag-and-drop landing pages and forms, visual customer journey builder, social media management and email marketing tools. In-depth native analytics and user tracking are provided, giving marketers full view of their contact's engagement and campaign performance. VBOUT provides agencies and partners with powerful tools to whitelabel the solution, build their own plans with their own marke-up, manage their accounts and shared assets from one account.
Marketing automation platforms allow companies to deliver promotions on, say, flash sales, to small segments of the customer universe based on targeted campaign objectives, or revenue goals for a particular territory or population. AI and analytics tools either can or soon will be able to create predictive models that can drive even more revenue with fewer customers contacted per campaign, depending on the tool and to which CRM platform it connects.
Great post and clarification. Personally I use http://www.myconversionbrain.com as it’s cheap and designed for small business owners like myself. It’s not so much of a crm but more of a marketing automation tool and lead tracking which helps my marketing efforts. The problem I find with most marketing automation systems is that its way too expensive for small business owners.

As every small business owner knows, wearing a lot of hats is how you keep your company in the black. The problem, of course, is that any business owner only has 24 hours in a day. Cramming business development, customer service, marketing, production, financials, and everything else on one to-do list is a recipe for disaster (and a complete lack of sleep).
Understand what’s working and how you can improve your marketing strategy over time with real-time metrics covering opens, clicks, and comparative stats per campaign. Individual campaign results automatically push to Act! contact records for a detailed interaction history. Perform A/B tests to pinpoint your most impactful subject lines and content to continually improve the effectiveness of your campaigns.
In fact, because of the variation in buyer journeys across the B2B landscape, these platforms must be tailored to meet the needs of unique prospects — not to mention the distinct use cases of marketing and sales teams. B2B marketing automation platforms may have similar foundational components, but their implementation varies across different industries and brands.

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.
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.
This brings me to the end of this guide. Hope it helped you in understanding what CRM is, the questions you must ask yourself before you choose a CRM, and the benefits of a combined CRM and marketing automation system. Please share this guide if you liked it. It inspires us to create more stuff like this. You can ask me any questions you want, and I’ll get back to you. 🙂
Let’s think with our shopper brains for a moment. You’re shopping online, add some items to your shopping cart, and go to check out. As you enter your billing address, you realize that you left your credit card in the kitchen. It’s midnight and you’re exhausted. You decide to put off your purchase until tomorrow. Then you totally forget. You’ve contributed to the phenomenon that online merchants call “shopping cart abandonment.”
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.
Sales is all about speed. How long does it take you to respond to a customer? Was your conversation efficient while still being educational? Most importantly, did you get there before the other guy? Choosing a CRM to match the lighting speed of your sales team can bog you down in lots of calls and meetings. So we did the research for you to find the top 20 most user-friendly CRM software products. Stop shopping and start selling!
Marketing automation is the process of using software to complete repetitive marketing tasks designed to nurture sales leads, personalize marketing messages and content and in the process, save marketers’ time and effort. By automating many of these tasks, users can more effectively send the right message, to the right user at the right time, according to Chris Davis, director of education at ActiveCampaign, which provides marketing automation software. “Marketing automation is all about understanding your audience so you can adapt the way you communicate to them based on their unique buying journey,” said Karra Hendrix, product marketing manager at Act-On, a provider of marketing automation software. 
“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.
Inbound Lead Generation: Modern SMB automation tools for marketing empower you to generate quality leads through inbound content marketing tactics. You can make your blogs or websites more interactive and create personalized landing pages with utmost ease. Customized web forms can help you implement progressive profiling that provides a non-intrusive way to capture lead or customer data in a seamless manner.
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