Tag: automation workflow

  • Top 6 Marketing Automation Software and Tools in 2024

    Marketing is a very important aspect of any business. If your marketing efforts are in the right direction it can increase your brand awareness and conversion rate. Marketers do a lot of things from strategizing content, capturing and nurturing leads, managing customer information, creating advertising campaigns, scheduling tasks, and a lot more.

    All these tasks require a lot of time and energy. Although if you want to save time and boost your productivity and sales you can use top marketing automation softwares to put these tedious tasks on autopilot.

    In 2021, about 51% of companies were using the marketing automation tool and were able to boost their sales productivity by 14.5%.

    80% of marketers saw an increase in their leads and 77% saw an increase in their conversion rates.

    All these stats show us that you should use this best marketing automation tool in your business. Although finding out a perfect marketing automation tool that matches your business needs is a tough job. Don’t worry we are here to help.

    In this article, we will tell you the 6 best marketing automation tools.

    What is Marketing Automation

    HubSpot Marketing Hub

    Rating 4.4/5
    Categories Email Marketing, SEO and Social Media Advertising
    HubSpot Marketing Hub Software- Automation Marketing Tool
    HubSpot Marketing Hub Software

    When you think of the best marketing automation tool HubSpot comes first to mind. The tool has an immense reputation in the market. Using this tool you can streamline your entire business workflow in a single place. No need to switch between different software!

    Using its easy-to-use visual editor you can make targeted workflows for your email campaigns or multi-stage journeys. Its advanced segmentation allows you to decide which audience will get enrolled in which workflows and when.

    The tool provides you with customizable email templates that you can use to write personalized emails with no coding skills. Automate your email campaigns, generate more leads and move your prospects further down the funnel. To send emails to the right people at the right time HubSpot gives you numerous triggers, conditions, and action parameters.

    HubSpot Marketing Hub goes beyond traditional email or SMS automation and provides you with all the tools and utilities through which you can score leads, rotate leads to sales, set up webhooks, and automate data transfer from one team to another.

    Your team will automatically receive notifications if a user performs an important action like putting up a business query in your forum. This will help your team to quickly message the users and convert them into customers.

    HubSpot also provides you with a set of SEO and blog tools. You can set up a drip campaign, manage your social media, build Al-powered live chat, and create forms and landing pages all in one place. The tool integrates with other HubSpot solutions which makes it a killer deal.

    You will also get access to HubSpot Academy where you can learn how to use the tool efficiently and easily. As you can see HubSpot is a stellar marketing automation tool.

    Plan Pricing ($/month)
    Starter $45
    Professional $800
    Enterprise $3200

    Oracle Eloqua

    Rating 3.9/5
    Categories Email marketing campaigns and sales lead generation
    Oracle Eloqua Marketing Automation Tool
    Oracle Eloqua Marketing Automation Tool

    Oracle Eloqua is an all-in-one marketing tool using which you can nurture your leads, get detailed analytics, automate workflows and manage cross-channel B2B marketing campaigns. Segment your users based on web visits, specific attributes, interests, and geography.

    You can easily create campaigns using its drag-and-drop editor. Get stats on what users are doing on your website in real time. Along with this, you can use SMS messaging to send event reminders, product updates, or to get feedback.

    Lead scores are updated in real-time across multiple campaigns based on customer profiles. For accurate lead scores, the tool analyzes the most recent activity of the user and adjusts the scores in real-time.

    Oracle Eloqua has built-in Al that suggests what action you should take for each contact. Find your best-performing products and content. Using Eloqua’s account engagement scoring, find the most engaged users.

    Automate your email campaigns, improve your subject lines using the Al suggestions and find the best time to send emails. Build responsive emails, landing pages, and forms without the need to learn HTML code. Save blocks of content that you often use so you can use them in future campaigns.

    Create dynamic content for your landing pages and emails that adapts and personalizes the messaging based on the user’s behavioral pattern and location. After launching the campaign analyze metrics such as email opens, clickthroughs, form submissions, and more.

    To help your brand in increasing sales, Eloqua will automatically identify and prioritize top-tier accounts that show high-buying opportunities. Get detailed statistics on your dashboard and analyze usage metrics like bulk API activity, native CRM activity, email sends, form submissions, page views, and much more. Monitor and compare all your campaigns.

    Plan Pricing ($/month)
    Basic $2,000
    Standard $4000

    Pardot

    Rating 3.9/5
    Categories Email automation and lead management
    Pardot by Salesforce – perfect marketing automation tool

    If you are in a B2B business then Pardot by Salesforce is a perfect marketing automation software to handle your business operation effectively. Using this automation tool, you can build relationships with your customers and boost your revenue. Pardot provides you with real-time sales alerts, prospect activity tracking, and sales campaign tracking.

    Using the drag-and-drop editor you can build landing pages and forms. Get highly profitable leads using Pardot’s automated lead-scoring functionality. Put your common marketing and sales tasks on autopilot.

    Market Automation Tool – Pardot by Salesforce

    Create dynamic campaigns that adapt to each customer’s activity and buying signals and move them further in the sales funnel. Using built-in sales alerts and assignment triggers your sales team can contact the prospects at the right time.

    Segment your audience based on their preferences and send the right email at the right time using Pardot’s intuitive email editor. The platform has an in-built SPAM analysis tool that will check your email copy against common spam filters.

    Personalize your email copy based on the prospect’s score, grade, title, industry, and job. You can also perform email A/B testing to understand which of your content is resonating more with your target audience.

    The visual reports help you analyze the ROI of your campaigns and empower you to maximize your marketing efforts. Using the engagement and lifecycle reports you can understand your sales performance and analyze where your prospects are getting stuck in the funnel.

    Plan Pricing ($/month)
    Growth $1,250
    Plus $2,500
    Advanced $4,000

    SendinBlue

    Rating 4.5/5
    Categories Email Campaigns, CRM
    SendinBlue Marketing Automation Tool
    SendinBlue – Best Marketing Automation Tool

    Using SendinBlue you can automate all of your tedious marketing efforts, capture leads, segment your audience and send the right message at the right time using email and SMS.

    You can set up a workflow and build a set of rules that triggers an action that you want to take for your prospects. This includes automatically sending emails and SMS, organizing contacts into different lists, and updating your database in real time. Automate lead scoring and perform A/B split testing.

    Set up a CRM in no time and upload all the information that you have about your contacts directly into the CRM contact profile. Create and assign tasks to your teammates and set up deadlines using the CRM.

    Create custom landing pages and forms without any coding skills. Choose from 40+ responsive email templates and easily edit your emails easily using the drag-and-drop editor. Personalize your email copy by adding your prospect’s name to the text.

    You can also use prospects database attributes to make your email more personalized. For example, if you know that a particular contact loves the color yellow you can show different product images with yellow color in the background.

    Segment your contacts list based on the prospect’s preferences, previous engagement or purchase history, and socio-economic or geographical characteristics. You can automatically update your contacts list based on actions your contacts take on your website and email.

    Get detailed email marketing stats and using the in-built Al find the best time to send emails to each recipient. Visually see how your recipients interact with your email using the email heat map functionality.

    Send bulk SMS marketing campaigns to your contacts directly from your database. You can also send transactional SMS order confirmations, shipping updates, password reset, and much more.

    Install a chatbox on your website and answer your user’s questions via Sendinblue Chat Inbox. You can even see on which page of the website the user is currently on directly from the chat box. You can directly use the Facebook ads tool inside SendinBlue.

    Plan Pricing ($/month)
    Lite $25
    Premium $65

    EngageBay

    Rating 4.6/5
    Categories Email Campaigns, Sales Automation, CRM
    Engagebay automation marketing software
    Engagebay automation marketing software

    Most of the tools on this list focus on automating marketing and sales efforts. But, EngageBay automates your support system as well. This allows you to provide top-notch after-sales service to your customers.

    You can set up live chat software on your website. Whenever users initiate a chat your sales team would be instantly notified. Find all the tickets raised by your customers on your dashboard. You can set up standard responses for the tickets. Create support groups based on department or skills and direct your support tickets to the right support groups.

    From the live chat itself you can find out customers’ locations, total pages visited and time spent on the website. Get powerful stats on support tickets and understand what common problems your customers are facing.

    Using EngageBay’s CRM you can send leads from marketing to the sales team, automate your workflow and data entry, schedule meetings, create follow-ups for each lead, and do much more.

    Every interaction with your customer like emails, calls, and meetings gets automatically recorded in the system and presented to you in a timeline format.

    Using the drag-and-drop visual builder you can create marketing and sales workflows. Automate lead scoring based on email opens, link clicks, website visits, etc.

    Create drip email campaigns and personalize emails with contacts’ names, companies, locations, interests, and more. Get notified when users open your email or click a specific link and engage with your customers at the right time to increase the conversion rate.

    Landing pages and forms can also be created easily. You can also send push notifications. Set up pop-ups on your website and show them to your customers when they are about to leave the website.

    Automatically segment your customer’s list based on what actions they take or do not take. Tag customers based on behavioral patterns and run smart personalized marketing campaigns.

    Plan Pricing ($/month)
    Basic $11.99
    Growth $33.99
    Pro $79.99

    ActiveCampaign

    Rating 4.6/5
    Categories Email Marketing, Automation, and CRM
    Active Campaign- Marketing Automation Tool
    ActiveCampaign- Marketing Automation Tool

    ActiveCampaign is a customer experience automation (CXA), which combines transactional email, email marketing, marketing automation, sales automation, and CRM categories.

    If you are specifically looking to automate your email marketing efforts then ActiveCampaign is for you. Most of the marketing automation softwares on this list will help you in automating your email campaigns but, Active Campaign takes email marketing to the next level.

    ActiveCampaign allows you to send a wide variety of emails to your customers: broadcast emails, triggered emails, targeted emails, transactional emails, scheduled emails, and email autoresponders.

    Using the drag-and-drop editor you can create beautiful email campaigns within a few minutes. Segment your audience based on their personal interests, job function, geographic location, website visits, email clicks, products purchased, quiz results, and time since the last purchase.

    You can automatically add tags to your list based on what pages or links they clicked on your website or email.

    Set up forms on your website and collect customers’ personal information, preferences, and more through standard and custom fields. Show forms at the right time based on the user’s behavioral pattern and interests. You can automate email sequences so that as soon as the form is filled the customers will get a series of emails that will nurture them to buy your products.

    Send personalized emails with customers’ personal information like name, city, preferences, purchase history, and a lot more. Active Campaign has 6 email deliverability best practices to ensure that your email lands in the subscriber’s inbox.

    To achieve the highest email deliverability the tool will automatically review and remove inactive email addresses. It has pre-built automation and re-engagement campaigns that help you in engaging with your customers constantly. The tool has an in-built spam checker as well.

    You can easily send double-opt-in emails to your customers to make sure only the interested ones get added to your email list. Notify your team to follow up with high-value leads.

    Plan Pricing ($/month)
    Lite $29
    Plus $49
    Professional $149

    Conclusion

    As you can see all of the tools will help you in automating your work but, you shouldn’t choose a software randomly. You need to understand your business needs, budget, and technical expertise to find out the right tool. Since most of the tools come with a free trial, you can use and test them first and once you are satisfied you can buy them.

    FAQs

    What is the difference between marketing automation and CRM?

    Marketing automation helps you to generate and score leads and automates your digital campaigns and email marketing efforts. On the other hand, CRM helps you to track leads and convert them into customers.

    What is the most common use of marketing automation?

    Marketing automation tools are majorly used for generating leads, automating email marketing, social media posting and ultimately increasing the conversion rate.

    What is marketing automation software?

    Marketing automation software streamlines the marketing processes used to support digital marketing campaigns.

    Are there any free marketing automation tools?

    Some market automation tools that offer a free trial or free plan include MailChimp, HubSpot, and Zoho.

  • How Sales Automation Can Help You Boost Revenue?

    We are all undoubtedly aware of all the repetitive tasks and processes inside our sales process. Getting a sale takes a significant amount of work. Salespeople spend a lot of time analyzing what the customer wants, reaching out to them and following up. When the number of prospects or customers increases, calls, meetings, and emails become a nightmare. This is where sales automation comes into play.

    Sales automation manages the repetitive and monotonous activities in the sales process to maintain a smooth and orderly flow of work. With sales automation in place, salespeople will have more time to sell and less time to streamline the work.

    In this guide, let’s dive deeper into what sales automation is and how it can help you increase sales.

    What is Sales Automation?
    How Sales Automation Can Help Your Business Increase Sales?
    Important features of Sales automation:
    Best Practices of Sales Automation

    What is Sales Automation?

    Sales automation is using computer software or AI to automate manual, repetitive and tedious sales processes. This allows salespeople to focus more on revenue-generating activities like forming new relationships and lead nurturing.

    According to a report, many industry leaders are unaware of or have not taken advantage of, the benefits of sales automation, which are spreading across a variety of use cases.

    To capitalize on the increasing potential, sales managers need to align their working practices and their technology platforms to guarantee that salespeople and automation solutions function in unison.

    Early adopters of sales automation routinely report more customer-facing time, improved customer satisfaction, efficiency enhancement of 10 to 15%, and potential revenue uplift of up to 10%.

    How Sales Automation Can Help Your Business Increase Sales?

    Speeds up the Sales Process

    Automation allows the full sales process to be completed quickly and without the possibility of human error. What appears to be a minor miscalculation in sales might result in a significant loss for a company.

    Sales automation delegates all of the endless administrative activities to an automated system that sales agents are requested to execute on a daily, weekly, or monthly basis.

    Increases Efficiency and Profits

    Automation enables salespeople to efficiently use their time and resources that are limited like sales and budget. This means an organic increase in revenue and productivity per employee.

    Here are some of the stats to prove this:

    1. 61% of businesses using automation reported exceeding their revenue targets in 2020.
    2. 44% of sales leaders who exceeded their revenue in 2021 use competitive intelligence and market data.
    3. Companies that implement high-level automation into their sales process generate around 16% more leads than companies that don’t.

    Collects Better and More Accurate Data

    Automating lead capture saves salespeople from having to manually enter leads into their CRM system. It frees them up to spend more time prospecting for new business. This helps you define who your target market is and develop more effective marketing strategies.

    More accurate information also means better data, which leads to better forecasts. Automating and capturing the right sales data for each prospect allows organizations to run reports and forecasts with confidence without micromanagement.

    Identifies High-Quality Prospects Quickly

    Automating the sales process using the right criteria will help your team identify highly qualified prospects from those who are just looking for information. Spending more time on qualified deals means more sales and more revenue.

    61% of businesses leveraging AI-based sales automation reported exceeding their revenue targets in 2020. Lead nurturing automation has increased conversion rates for various brands.

    Provides Customer Behaviour Insights

    You may automatically track and manage your prospects’ and customers’ behaviour as they interact with your business. When you’re ready to make a move, you’ll know more about their personal preferences. This provides you with an advantage when it comes to addressing their requirements and converting them into customers.

    Important Features of Sales Automation

    For sales agents, having more time means generating more sales. Businesses can leverage automation technologies to build a hybrid sales experience which includes both humans and software. Certain duties are done automatically by the software, while others are still overseen by the sales staff. Automation can handle a variety of jobs, including lead management, communication, activity tracking etc.

    Lead identification & qualification

    With the lead management feature, automation allows you to analyze a lead’s behaviour automatically, then arrange, rank, and classify those leads before allocating them to the best sales agent.

    It would take many hours for a human to examine all of that information to qualify a lead. A software program, on the other hand, can do it in minutes. As a result, salespeople have a better-refined list of leads to convert into paying clients.

    Communication

    Email, chatbots, and appointment scheduling software are all examples of communication automation. Salespeople have little time, but our customers want quick responses. Companies can use communication automation to set up an automated method for handling client conversations.

    Customers can still get emails, arrange appointments, and interact with chatbots on the company’s website to discover the right product or service even when everyone at the company is occupied with a task.

    Tracking tasks & activities

    Automation enables you to keep track of emails exchanged, meetings booked, and phone calls made so that everyone knows how far a sales agent has advanced with a prospect.

    Knowing how many stages have been completed and how many remains ensures that the process is uniform and repeatable. Furthermore, by automating activity tracking, sales agents are relieved of the need to manually log their actions.


    Marketing Gamification | How Can It Help You Increase Sales?
    Marketing gamification is the process of using game mechanics to engage the customers. It helps to increase sales, customer loyalty, and more.


    Best Practices of Sales Automation

    Don’t automate only for the sake of automating. Design an automation strategy specific to your business use case. Examine your processes and workflows to see where automation might boost efficiency. To keep everyone responsible, create an executable plan with trackers and milestones. The effect of automation becomes plain and actionable in this manner.

    Once you’ve identified the ineffective aspects of your sales process, you’ll be able to see which sections require automation. It is now time to identify your goals. Set explicit and quantifiable goals for what you hope to accomplish with automation.

    Create a systematic and repeatable method for reviewing, analysing, and selecting automation possibilities to grow sales automation. Create standards that qualify as a suitable candidate for automation, as well as a mechanism for analysing time and money expenditure vs. return on investment.

    Clearly explain automation goals and plans throughout the company, and identify individuals or departments who will be required to implement new techniques.

    FAQs

    How does automation increase revenue?

    Automation will help your sales team focus on closing sales as most of the repetitive tasks will be performed by an automation tool.

    How sales office automation software can help in sales analysis?

    Sales office automation can help you eliminate repetitive tasks so that your team can focus on closing sales.

    How do I automate my sales?

    Schedule appointments, automate your email follow-ups and automate your lead list building.