That doesn’t sound much like a CRM system, does it?  If the core of marketing automation is email blasting, the foundation of CRM is sales force automation (SFA). While both systems operate on leads, contacts and companies, they work in very different contexts.  The marketing automation user is almost entirely focused on leads.  In contrast, the SFA user sees leads as important only in the short term, as the successful sales rep will be working on deals (opportunities) and talking with contacts (leads that have been fully qualified and promoted or converted).  The SFA user is a very different animal than the typical marketing person, and too often there is actual animosity between the two teams.

Marketing automation makes it easier to send personalized, 1:1 targeted messages. In other words, marketing automation makes communication stronger. When you automate your marketing, you can focus more heavily on the quality of your campaigns and messaging. Marketing automation gives your team the ability to add more personal touches to your campaign – by collecting data on a prospect’s interests and goals, you can custom-tailor future offers so that they are more relevate. 																		

Artificial intelligence (AI) applications such as chatbots can help automate the delivery of that information or direct potential customers to webpages, online documents or forms that help create sales or gauge a potential customer's current or future interest in purchasing a company's goods or services. Marketing automation tools can also administer customer satisfaction and product usage surveys and then collect, measure and segment the response data.
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.
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.
There is extensive evidence supporting the value that marketing can bring to marketers. According to a report by VB Insight, 80% of marketing automation users saw their number of leads increase, and 77% saw the number of conversions increase. Further, Companies using marketing automation see 53% higher conversion rates from initial response-to-MQL and a revenue growth rate that is 3.1% higher than non-users.
Marketing automation software is typically priced one of two ways: by the number of contacts in your database or by the number of emails you send each month. For example, the the Growth Pardot plan costs $1,250 per month for email marketing, prospect tracking, lead nurturing and scoring, reporting, forms and landing pages, and standard Salesforce customer relationship management (CRM). This plan can be upgraded to two higher tiers, each of which offers additional features, plug-ins, and add-ons. However, all three Pardot plans give you capacity for 10,000 contacts.

There are plenty of businesses that rely on close personal relationships, where that have a hand-picked set of leads that their sales team works to turn into deals. They need to track what's said, note personal details about the contact, and make sure they know when they need to follow up. That's where the dozens of great traditional CRM apps come in, as we looked at in chapter 2. They're tools that can help your business track all of the info about your customers, your conversations with them, and convert them from leads into deals.
The next part of the process is triggered once the sales team takes over, continues engaging with the leads, and vets for their level of interest as well as capability to purchase. When leads have been assessed as viable prospects, they now become SQLs. In this specific journey from MQL to SQL as well as the overall process that cover the stages from lead to customer, the features and capabilities of marketing automation and CRM come into play.

However, the usefulness of integrating both the software together is that you gain organization and centralization in your data, have easy customer behavior visibility and improve workflow prioritization. According to SessionCam, 89% of users have integrated their marketing automation with the CRM because it offers ease in process and data management.
Zaius is a CRM & Marketing Automation platform built for ecommerce brands. By combining a single customer view, real-time, multi-channel marketing automation, and cross-channel attribution, Zaius empowers marketing teams to drive more repeat purchases and maximize customer lifetime revenue - without any IT support. It’s the first CRM built specifically for B2C marketers.
Chris Daley, founder of 1250Ships.com, wanted to spend minimal time and money on marketing, but to look like he spent a lot. Retargeting made this possible. Chris set up a Google remarketing ad in Mailchimp that brought in over $8,200 in revenue, snagged 19 first-time buyers, and led to a 3,879% ROI in its first 3 months. With this ad, he reached potential customers across the web and built his brand’s reputation. Learn how to replicate his success.
Marketing automation offers a number of specific benefits for small and medium businesses (SMBs). First, it helps you monitor the effectiveness and ROI of your digital marketing campaigns, so you can find out what’s working and what’s not. Next, it automates many activities – like lead follow-up, email campaigns, list segmentation, lead scoring, etc. – saving you tons of time and effort. Marketing automation also has great tools to support drip marketing campaigns. It enables you to build quality emails and landing pages, and then track your campaigns from start to finish to see how leads are moving through your funnel.
If your business depends on marketing notepads, spreadsheets and informal emails for customer communication, there are high chances that the customer experience you are providing is not up to the mark. At the very least, it is necessary to have a centralized contact database for all leads and customers, and track every interaction with each of these contacts.
Salesforce.com subsumes marketing automation under its CRM umbrella.  Salesforce’s Marketing Cloud has been constructed largely from acquired companies and now includes sentiment monitoring, advertising, customer “journey management”, email blasting, campaign management and several other features that are typically used only by the marketing department.  Since only some of these are typical “marketing automation” features, we need to sort things out a bit.
Oracle Eloqua, part of the Oracle Marketing Cloud, provides best-in-class lead management, campaign management, and sales tools that help marketers deliver the most connected and personalized experiences from first impression to customer advocacy. Eloqua's marketer-friendly platform enables organizations of any size to execute advanced marketing strategies, at scale, using the industry's richest dataset and adaptive technologies. Some of the top reasons customers choose Oracle Eloqua include: * Most Comprehensive Platform Built for B2B Marketers * Industry’s Richest Dataset * Marketer-friendly UI * Powerful Lead Management & Acceleration * Adaptive Campaign Management & Nurturing * Sophisticated Targeting & Segmentation * Broad 3rd Party Data Enrichment * Market-leading Extensibility & Integrations * Enterprise Scale Performance & Security
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.
HubSpot is all about inbound marketing, and it offers a free CRM that helps businesses organize and track customers — as HubSpot says, its CRM “automates the tasks salespeople hate.” The platform tracks interactions automatically, and it compiles data about deals on a single dashboard so the entire journey is visible. Beyond its CRM, the brand offers blogging, landing pages, email, lead management, analytics, web, social media, SEO, ads, and integration with Salesforce.
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. 🙂
Marketo is a marketing automation platform that includes account-based marketing, email, mobile, social, digital ads, web, and marketing analytics, allowing business owners to drive engagement through multiple channels from one platform. Its goal is to help small businesses build long-lasting relationships with customers and create end-to-end engagement. Its cloud-based infrastructure can handle hundreds of millions of activities each day, meaning it can scale with its customers.
“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.

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.
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.

Through integration, you can have a unified approach to data management as all the contact, communication and other informational data is saved under one single platform. The data is organized, easy to view and edit, and faster to analyze. Also, a centralized data system means that new data is easy to input and organize, and tracking and reporting of data becomes efficient.

The main differences are on type of users, core function, goal and role in the buyer’s journey. CRM and marketing automation are different processes with different purposes and utilize distinct tools. The confusion usually arises because both CRM and marketing automation typically deal with the same information (contacts, lists, profiles, etc.) and similarly work with leads. How each of the system manage and utilize those leads and information are entirely separate matters. To get a clearer picture, let’s go over what CRM and marketing automation do.
Then, in a nod to more traditional CRMs, Interakt gives you two separate sets of people: users and leads. Users are the people tracked using your app automatically, and there's the tools you need to filter them down by almost any data point, see who's slipping away from using your site, and who's the most promising new users. Then, leads are the people that need more hands-on attention: direct contacts you add or import, or people who get in touch via your contact form. It's a nice way to let you focus, say, on both your normal site users and larger clients at the same time.
Marketing automation platforms are used by marketers while CRM programs are utilized by sales people. Both offer automation, analytics and reporting features to streamline daily tasks and provide users with important metrics and insights on the progress, efficiency and effectiveness of marketing campaigns as well as sales activities and efforts. As said earlier, they may handle the same customer information but employ it for different activities and operations.
There are plenty of businesses that rely on close personal relationships, where that have a hand-picked set of leads that their sales team works to turn into deals. They need to track what's said, note personal details about the contact, and make sure they know when they need to follow up. That's where the dozens of great traditional CRM apps come in, as we looked at in chapter 2. They're tools that can help your business track all of the info about your customers, your conversations with them, and convert them from leads into deals.
Even when your site is chock-full of good stuff, sometimes your customers get distracted—by a cat video or a celebrity gossip blog, perhaps—and they leave your site before buying what they really wanted. Topo Designs, a Colorado-based outdoor lifestyle goods company, knew that creating the right abandoned cart campaign could easily solve this problem, so they tested variables within Mailchimp's abandoned cart automation to figure out what brings customers back. The result? An abandoned cart email that consistently receives a 20% click rate. In this article, Topo Designs explains why it's important to remind interested shoppers what you've got.
The emfluence Marketing Platform was built for marketers, by marketers. We believe that usability is as important as functionality. That’s why we’ve focused the emfluence Marketing Platform’s features around what’s really important: helping digital marketers like you accomplish your goals every day. Whether you’re launching your own digital campaigns, managing a brand across a network of franchises, or creating campaigns for your book of business, you can leverage the emfluence Marketing Platform for: • Email Automation • Email Marketing • Drag & Drop Email Builders • Social Media Management • Surveys • Landing Pages • Form Builders • Automated Reporting • Website Tracking • Light Boxes and Modals • Variable Content Blocks Why do we spend so much time focusing on how you use our platform? Because we’re marketers, too, and we know that digital marketing isn’t just about sending emails and posting pictures to your favorite social media channel. It’s complex recipe of strategy, timing, response, and engagement. We believe with the right tool, you’ll be unstoppable.
These are just some of the amazing features you'll find when using marketing automation software. As a result, it's important for you to determine your most needed features before making a purchase decision. None of the tools we tested are bad. In fact, each of them will provide you with more power than your standard email marketing platform will. However, some are better than others, some are more expensive, and some do a better job letting you customize your workflows to suit your specific needs.
Just like sales and marketing teams overlap to drive business results, CRM and marketing automation systems also overlap and share similarities. At their core, both solutions have the ability to house prospect and customer demographic information, but most marketing automation solutions will charge additional fees based on the size of your database, which typically makes it more cost effective to use CRM. The big challenge facing an organization using these technologies is maintaining data quality and integrity in both CRM and Marketing Automation software.

These are just some of the amazing features you'll find when using marketing automation software. As a result, it's important for you to determine your most needed features before making a purchase decision. None of the tools we tested are bad. In fact, each of them will provide you with more power than your standard email marketing platform will. However, some are better than others, some are more expensive, and some do a better job letting you customize your workflows to suit your specific needs.


Marketing automation software is typically priced one of two ways: by the number of contacts in your database or by the number of emails you send each month. For example, the the Growth Pardot plan costs $1,250 per month for email marketing, prospect tracking, lead nurturing and scoring, reporting, forms and landing pages, and standard Salesforce customer relationship management (CRM). This plan can be upgraded to two higher tiers, each of which offers additional features, plug-ins, and add-ons. However, all three Pardot plans give you capacity for 10,000 contacts.
Iterable is the growth marketing platform that enables brands to create, execute and optimize campaigns to power world-class customer engagement across email, push, SMS, in-app and more with unparalleled data flexibility. An integrated, cross-channel solution—built for marketers, trusted by engineers, designed with intelligence. Lifecycle Marketing Made Simple Engage your customers at each touchpoint of their buying journey—from sign-up to check-out and beyond. Drive user activation, nurture, and reactivation with relevant cross-channel messaging. Warmer Welcomes Activate consumer attention and interest with stand-out content that makes an impactful first impression. Get new customers acquainted with your products and services with personalized welcome, trial and onboarding campaigns. Next-Gen Nurture Captivate customers to build rapport for the long term and strengthen their relationship with your brand. Stay top-of-mind with targeted sales, promotions, announcements and product updates across all the channels that matter most to your audience. Robust Re-Engagement Keep customers coming back for more by reactivating their interest to drive retention and loyalty. Deploy cart abandonment campaigns to complete more checkouts, then trigger post-purchase or renewal sequences when the time is right.
Incentives can help you zight these external forces. Let’s go back to that example where you were shopping online but left your credit card in the kitchen. If you had a one-night-only 30% off coupon, would you have been more inclined to get up and walk to the other side of the house? If your shopping cart purchase was $20? Probably not. But if you were planning to spend $100 or more, the answer is likely to be a clear ‘you bet.’
In its most basic form, marketing automation is a set of tools designed to streamline and simplify some of the most time-consuming responsibilities of the modern marketing and sales roles. From automating the lead qualification process to creating a hub for digital campaign creation, automation is all about simplifying a business world that is growing far too complex, much too quickly.
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