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Marketing automation is any marketing software that can automate repetitive marketing tasks, like email marketing, ad campaigns, and social media posting. This marketing technology helps businesses and marketers reach their customers more efficiently while streamlining routine tasks.
Marketing automation tools help businesses provide a more personalized experience for their customers. Automation tools use customer data to understand their needs and preferences, and reach them at key points in their customer lifecycle with relevant and personalized content.
Marketing automation uses software to automate monotonous marketing tasks, such as social media posting and email marketing campaigns. This frees up time and energy for marketers to focus their marketing efforts on higher-level tasks like creative development and marketing strategy. By preprogramming repetitive tasks, marketing automation platforms reduce marketers' repetition and could even increase job satisfaction.
Marketing automation streamlines workflows and makes data-driven decisions. Any good marketing strategy is ruled by data, and marketing automation tools integrate data with workflows, such as lead scoring and follow-up based on engagement or tailored content informed by behaviour.
Marketing automation software helps businesses overcome common challenges, such as generating leads and keeping customers engaged. It can be difficult to successfully nurture leads and engage with clients without tools to understand where they are in their customer journey. Marketing automation tools uses customer data and automatically triggered responses to key actions, helping you reach people at crucial times and maintain engagement.
Here are few ways you can use marketing automation software:
Picking the best marketing automation software for your needs is a big undertaking, bearing in mind the wide range of marketing software and tools. Consider the following factors when looking for the right marketing automation platform.
a) Consider the size of your marketing team and the scope of your marketing efforts.
Some marketing automation software is more suitable for large marketing teams with multiple software users, while other tools are aimed at beginners or small businesses with scaled-down marketing needs. Consider whether any marketing automation tool has enough range for your goals, without any additional features that aren't relevant to you. You might also consider whether your chosen marketing automation platform is scalable, to grow with your team and needs.
b) Evaluate the features and pricing of different marketing automation platforms.
Major marketing automation platforms have many applications and functions, which can be overwhelming if you need only a few automation features. It's important to pick an automation tool that suits the unique scope of your marketing campaigns, to avoid paying for features you may never use. Keep in mind that the best marketing automation software is one that fits your budget, and know that there is an automation tool at almost any price - even free!
a) Look for a platform with a user-friendly interface and intuitive navigation.
Marketing automation's key advantage is efficiency, a quality undercut by steep learning curves and overwhelming features. Consider test driving a few different marketing automation tools to see which one has an interface that suits your needs and feels easy to use.
b) Consider the level of technical expertise required to use the platform.
Many platforms are beginner friendly, while other marketing automation tools require familiarity with advanced technical skills like data analysis or CRM. The best marketing automation platforms are those that match the technical skills of your marketing team. Don't make the mistake of wasting time or getting frustrated with a marketing automation tool that is above your skill level.
a) Look for a platform with robust analytics and reporting capabilities.
Given how crucial data is to successful marketing, the best marketing automation software includes data analytics and reporting. The data collected by marketing automation tools can track performance of an email marketing campaign, provide customer insights, forecast trends, and much more. This makes data analytics a key component of your decision.
b) Consider the types of data and insights you need to track and measure.
The data you want your marketing automation tool to collect will depend on your goals and marketing strategies. Are you more concerned with lead management? In that case, your chosen tool should track customer behaviour and monitor sales funnel metrics. If you want to compare email campaigns or social media post performance, look for a marketing automation tool that can handle performance metrics and A/B testing.
a) Consider the tools and platforms you already use and need to integrate with.
Your existing marketing tools serve important functions for your team, and choosing a marketing automation platform that integrates with your current suite will help you streamline your efforts and provide a more cohesive approach.
b) Look for a platform with many integrations and compatibility options.
You never know how your marketing needs may change and grow, and which tools you may use in the future. It is therefore imperative to choose a marketing automation tool that has a variety of integrations, to cover your future needs.
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HubSpot's marketing automation software is part of a larger suit of popular marketing tools that include sales and support. On the automation side, HubSpot has a visual board where you can create automated workflows, covering everything from automated emails to lead scoring.
Price: HubSpot is available for free, and paid plans start at $15 monthly.
It integrates with various tools like social media management and email marketing.
Some HubSpot users found there was a learning curve for more complex features.
ActiveCampaign is marketing automation software with a huge library of prebuilt automated workflows and generative AI that builds workflows based on prompts. ActiveCampaign can be used to automate tasks like email sequences, lead scoring, and CRM actions, and includes SMS marketing as well as email.
Price: ActiveCampaign is available for a free trial and starts at $15 per month
Workflows for ActiveCampaign are available in multiple languages, and the platform offers third-party integration.
It may have a learning curve for beginners, with its many robust features.
Omnisend is marketing automation software that lets you automate workflows with e-commerce in mind. Their marketing automation covers different marketing channels, including social media platforms, push notifications, email, and more. Their prebuilt templates let you quickly create landing pages, pop-ups, and emails.
Price: Available for free, with paid plans starting at $16 monthly.
Omnisend has a user-friendly, well-organized interface.
Offers limited CRM features and integrates with only the most popular platforms.
Mailchimp is a content marketing automation software that's primarily focused on email marketing campaigns. In addition to managing mailing lists and creating email content using customizable templates, Mailchimp can help you automate customer experiences like welcome emails and shopping cart reminders.
Pricing: Mailchimp is available for free, and paid plans start at $11 monthly.
It offers rebuilt email templates and third-party integration.
While Mailchimp's automation tools are useful, they can be complicated to start.
Customer.io is a marketing automation software that helps you automate repetitive tasks across a wide range of marketing channels, including email, SMS marketing, Slack, and push notifications. You can use their workflow builder to automatically manage customer journey using drag and drop features and workflow templates. They have extra features like A/B testing that lets you monitor effectiveness of newsletters.
Price: Plans start at $100 monthly.
Automation tools work for a wide range of channels, and automation is highly customizable.
Customer.io has a steep price tag for individuals and small businesses.
Braze is a customer engagement platform that uses data-driven insights to deliver personalized content across different channels, including email, SMS, in-app messaging, and push notifications. Its automated messages are triggered by customer lifecycle stages and behaviours and provide analytics on user engagement and campaign performance.
Price: No pricing information is currently available, but potential users can contact Braze for a quote.
Braze offers real-time data processing with an intuitive interface.
It may not be beginner-friendly, and some users report issues with third-party integrations.
Hootsuite is a popular social media marketing tool with some marketing automation features. You can use Hootsuite to schedule and automate social media posts, helping you maintain consistent engagement. In addition to social media marketing automation, Hootsuite offers content creation tools as well social listening applications to monitor changes in brand sentiment.
Price: Plans start at $99 monthly.
Hootsuite integrates with Grammarly for post editing, and they offer a 30-day free trial.
Users report some formatting isn't flawless for every social media platform.
CoSchedule is marketing software that focuses on scheduling content and managing social media in addition to marketing automation. You can use CoSchedule to automate posts, email campaigns, and performance tracking. Their analytics and reporting tools provide insights on content performance and social media campaigns.
Price: CoSchedule is available for free, with plans starting at $19 monthly.
Their content calendar is well-organized and supports team collaboration.
It offers limited CRM features and third-party integrations.
Marketing automation is a vital way to streamline your daily role by automating routine tasks. These automation tools cover everything from improving customer relations to lead management and data collection. Picking the best marketing automation tools for you involves weighing concerns like budget, expertise, features, and ease of use. By automating routine tasks like emails and social media posts, advanced marketers can focus their efforts on loftier goals like marketing strategy and brand management, leading to greater job satisfaction and more efficiency in your marketing efforts.
— Originally written by Tiffany Quinn —
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