Tag: business process automation

  • 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.

  • 4 Processes You Can Automate in Your Business in 2021

    Automation is cost-cutting by tightening the corners and not cutting them” – Haresh Sippy.

    For most businesses, automation seems like a want – tucked away in their long-term plan. For becoming a strategic enabler of market control, moving automation up the ladder by a few years and reprioritizing it as a need could be the difference between success and failure.

    There’s a strong reason why 40% of large companies automate at least one of their processes. When we speak of automation, we refer to a system capable of performing repetitive tasks with no errors. As companies worldwide strive hard to adjust to the pandemic-related changes, automation usage is growing at an accelerating rate.

    From customer service, project planning to usability testing, and marketing, you can automate your business processes. Apart from mitigating human errors, automation helps satisfy client needs, minimize operational costs, and optimize business workflow. As you seek out processes to automate, you will understand that everything cannot be automated, and you shouldn’t automate everything – things like personal touch are irreplaceable even by automation. With $9.6 billion being the likely spending on automation in 2020 alone, NOW is the right time to embrace process automation for a flourishing business.

    4 Processes You Can Automate in Your Business in 2021

    1. Compliance process
    2. User testing process
    3. Project planning process
    4. Customer service process

    Conclusion
    FAQ’s

    4 Processes You Can Automate in Your Business in 2021

    Companies with highly automated processes are six times more likely to witness 15% and above revenue growth. Make hay while the sun shines and focus on ensuring you automate these four processes in your business in 2021.

    1. Compliance process

    With data compliance laws like CCPA being stringent and stakes incredibly high, it becomes a daunting task for companies to eliminate everything which comes in their way of conformity.

    Though companies use a complete CCPA guide to maintain compliance and avoid lawsuits, their efforts are often jeopardized by inaccurate reporting and failure to comply with the updated regulation – resulting in financial losses and tarnishing of brand image.

    That’s where you need compliance automation.

    Through compliance automation, you eliminate as much human intervention as possible from a workflow. Such an enhancement delivers accurate results, increases performance efficiency, reduces cost, and eliminates severe data breaching penalties.

    Advantages of automating the compliance process:

    • Enhances risk management decisions as you get real-time data.
    • Consolidates all data in a single control center.
    • Automates the auditing and reporting process.
    • Efficient management of your company’s potential risk.
    • Verifies compliance requirements and manages all third-party risks.

    Statistics: 90% of companies plan to increase their compliance automation funding in the coming years.

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    2. User testing process

    Irrespective of the industry, you require the desired level of user experience for ensuring commercial success. It’s the user experience that ensures your design or product performs in the market as expected.

    Without user testing, your user experience (UX) design is incomplete. With technological advancement, UX testing has become more critical than ever, and it exists at every level of design and software development. But, there’s no point performing the same UX testing procedure repeatedly as it’s a mundane and time-consuming process.

    That’s where user testing automation comes into the picture.

    User testing proces
    User testing process

    User testing software, along with meaningful user testing questions, empowers you to automate research processes, especially when working with remote participants. It helps you connect with participants, automatically collect data, understand design areas where customers struggle and areas where they hit their goals. This helps in building a better product and enhances the overall customer experience.

    Advantages of automating the user testing process:

    • Manual testing requires more software testers and time; automation reduces both the resources. Unlike manual tests, you can leave automated tests unattended.
    • Though the initial investment is on a higher side, it drastically cuts down long-term business operating costs.
    • Reduces the number of errors that need fixing after product release.
    • Ensures a higher rate of investment in design.
    • Stimulates hundreds of virtual participants, thereby ensuring performance and stress testing.

    Statistics: 70% of enterprise CEO’s see UX as a competitive differentiator. User testing automation will only elevate these figures.

    3. Project planning process

    In the project planning phase, nothing can be more irritating than spending hours on time-consuming manual tasks.

    Let’s understand it using a project plan example. You have assigned tasks to your employees at the starting of the week. But, mid-week, you come up with an unavoidable work, which you should assign to the work overloaded staff. One way is to check each employee’s progress manually; the other is through project planning automation. Such automation software helps you monitor resource load and send out a signal every time an employee is overloaded with work.

    project planning process
    project planning process

    Automating a project planning process reduces manual intervention when managing resources, reporting, tracking, and quality control.

    Advantages of automating project planning process:

    • Reduces the repetitive routine tasks.
    • Helps in providing technical scalability.
    • Lets the project manager focus on priority tasks.
    • Fosters a culture of effective communication as it centralizes the work status report of each team member.
    • Identifies and creates an opportunity for efficiency gains.
    • Alerts project managers when a workflow is going off-budget or off the timeline
    • Enhances risk assessment and reduces the scope for errors.

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    4. Customer service process

    In the technological world, your customers hate waiting to speak to a customer service representative. When wait time is too long, customers usually disconnect the call and probably switch to other brands or leave a negative review wherever possible.

    Automating the customer service process helps mitigate the chances of losing a customer due to higher wait times.

    customer service automation
    customer service automation

    You can take customer service to the next level by using a chatbot that allows a customer to self-manage and submit tickets without speaking to a human representative. You can even use a live chat with artificial intelligence (AI) to answer customer’s questions.

    Both chatbots and live chats pass on the complex calls to human workers, thereby keeping the wait time as little as possible.

    Advantages of automating customer service process:

    • Reduces human errors
    • Minimizes the wait time for customers
    • Ensures a consistent workflow
    • Increases customer retention
    • Reduces cost as employees save 600 hours each week when using an automated system.

    Statistics: More than 60% of US customers prefer automated self-service for simple customer service tasks.

    Automation tool: Zendesk.

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    Conclusion

    Just like Rome wasn’t built in a day, you cannot automate your business processes in a single day. When running a business, it’s easy to get carried away by the daily tasks making automation seem like an uphill challenge.

    Never wait for the processes to cost more than the revenue they generate to automate. The sooner you embrace automation for some or all your process, the faster you will reap substantial benefits.

    Having an explicit knowledge of what you want to achieve through business process automation lets you remain on-goal. It’s a powerful technology that enables efficiency, increases productivity, reduces cost, and above all, results in efficiency gains – a must-have for maintaining competitive advantage.

    Automation empowers you to extract the maximum from your operational processes.

    Start automating your business’s processes today!

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    FAQ’s

    1. How do you implement business process automation?

    Ans- Business process automation can be implemented in these five steps:

    1. Identify Tasks to Be Automated.
    2. Outline Business Goals.
    3. Select the Right Tool.
    4. Change Management.
    5. Monitor and Measure.

    2. How do I automate a process?

    Ans- Let’s take a quick look at the 5 major steps which every business will consider before they move completely to automation.

    • Identify Repetitive Tasks.
    • Define Business Goals.
    • Select the Right Workflow Automation Solution.
    • Train the Users.
    • Measure Key Performance Indicators and Improve Your Workflow.

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    3. What are the key business processes?

    Ans- Business processes are the collection of tasks that an organization performs for operations and management, including order processing, customer acquisition, budgeting, expense management, customer support, and marketing campaigns.

    4. Why we need to automate the process?

    Ans- Automation leads to faster processing of voluminous tasks and reduced turnaround timelines. A reduction in enterprise costs and the time involved in executing operational activities leads to improved workflow efficiencies.

    5. Is Automation good for the economy?

    Ans- Automation leads to significant economies of scale – important in industries which require high capital investment. Automation enables firms to reduce number of workers, and this limits the power of trades unions and potentially disruptive strikes. Automation also enables a greater economy of scope.