26 minutes to read

It’s no wonder why many businesses struggle with picking marketing automation tools. There are so many options available. It’s easy to be unsure of what tools will actually benefit you.

Many businesses are compelled by the idea of automating their marketing. Especially for small businesses.  Yet they become overwhelmed with the amount of marketing automation tools available. Furthermore, the price point can be a major turn-off for a lot of up and coming businesses.

Yeah, I get it… show me the list.

Businesses want to be in the marketing automation movement but are not sure where or how to fit in. Everyone wants to do what’s best for their customers. They also want to be conscious of the size of their company.
 
No matter how small or large a company is, no one wants to come off as being insincere or impersonal. How exactly can that tie in with automation software? Customization is key – especially if you’re starting out.
 
It can be overwhelming to learn about all the marketing automation software. With that said, there are a ton of tools and features for businesses of every size.
 
As a small business, “you may be better off with working with an A-La-Carte approach. Working with a few tools that cover the exact features needed or that are most important for you.”  Ben Gran, Kabbage.  
 
As a small company, you may enjoy using both manual and automated marketing. You don’t have to drown yourself with automation; you can dip your toes in to see what works.
 
So now you’re thinking… ‘What marketing automation tools will work for me?’ ‘What digital marketing software will work with my budget?’ ‘Can I find something that is easy, but that will provide me with the right tools to help with my business’s success?’. As a small business, you can benefit from automating your marketing.

The Funnel

Let me put marketing automation in perspective. You can break down your marketing automation into different levels in a funnel. Each level of the funnel provides a level of automation.

The biggest group is the mouth of the funnel. This provides you with a basic degree in marketing automation. It’s the easiest and most affordable way to “feed” your growth.

As a result, you trickle down according to the advancement of the automation process. Many small businesses think they need coverage at each level of the funnel. In reality, starting at the most basic level might be enough. You have to build your way up… Or in this case, down. G2 Crowd mentions that smaller companies desire tools that are easy to learn… but also handle a wide variety of features (the most common ones at least).

The Mouth of the Funnel (Attract)

Attract contacts.  Some may think email automation is not a form of marketing automation. But think about it… Email automation is a definite component of marketing automation. Along with social media and blogging, you can turn strangers into visitors.  These visitors will turn into leads. Blogging is used to write helpful content that is relatable to your industry. Work on SEO – it’s a great way to get your website in front of people. Use social media to post about your blog content. You can also use it to promote sign-ups for your newsletter.  Use emails to blast out your newest blog entries. You see how this is turning into a cycle?

Mid-Level (Nurture & Convert)

This is the stage where you start dipping your toes in analytics.  You’re also working on combing through your list of followers. Probably via social media and email lists.

One way to nurture these leads is to offer them resources (like ebooks and guides). Perhaps you want to start utilizing forms to get more information. One way of doing that would be to use your landing pages to display forms.

You may also start expanding your channels of communication to more than just email. You can do this by connecting on social media, blogs, and other web pages.

Spout (Retain & Close the Deal)  

Now you’re taking what you learned from your mid-level approaches. And implementing them to turn more people into customers. You understand a greater degree of marketing automation.
 
At this point, you’re implementing different ways to keep customers happy. You understand analytics more. Plus, you are a little more advanced at gathering lists of contacts. Now you’re tracking what your contacts respond to.  You may even be sending them surveys on what they’re interested in. Yes, you made it to the end of the funnel and a pat on the back is well deserved. You’ve funneled out your best customers!

The Marketing Automation Tools

Email Marketing

Referral Software

Social Media

Sales Automation

Lead Management

The All-In-Ones

Okay, by now you’re wondering what marketing automation tools make up the Holy Grail and can increase your reach. We’re going to focus on marketing automation tools for newbies and small businesses. But that doesn’t mean these tools aren’t helpful for big businesses or eCommerce sites too.
Listed below (not in any particular order) are over 40 budget-friendly, easy to use, and totally worth it tools. They will help any small business improve their leads and free up some time. So, without further ado…

Email Marketing Automation Tools

This is an easy way to engage in email marketing. Email marketing automation tools allow you to send your emails to customers at specified times. There are a ton of cloud-based email services out there, here are a few to consider.

1. ConvertKit

convert kit marketing automation

“ConvertKit automation allows you to send the perfect sales sequence to each subscriber. It’s simple to use, cleanly designed, and very powerful”

ConvertKit uses triggers so that when an event happens it will produce a certain action to occur. The software explains how each step of the automation process should flow. It’s a great email automation marketing tool. It includes unlimited: forms, courses, landing pages, automation rules, and emails.

Price: Starts at $29 a month

2. MailChimp

MailChimp Marketing Automation Tool

“Being yourself makes all the difference”
 
MailChimp has over 12 million users, making them a top contender for email marketing. MailChimp is primarily thought of as an email marketing automation tool. But that’s not all they offer. Some features that push it towards the marketing automation spectrum as well.
 
MailChimp is compatible with hundreds of apps, making integration easy. This tool offers resources for creating, managing, delivering and sharing everything you need. Some other features include analytics, mobile, templates, segmentation, A/B testing, campaigns. Plus, so much more.

Price: Starts at $0 a month

3. Constant Contact

Marketing Automation Tool Constant Contact

“Powerful email marketing, made simple. Create professional emails that bring customers to your door”
 
Constant Contact provides a powerful and easy to use email marketing automation tool. Constant Contact is simplistic yet customizable. Some great features include customizable templates, contact management, list-building tools. Not to mention tracking and reporting, social media sharing, apps, and integrations.

Price: Starts at $20 a month

4. Drip

Drip Marketing Automation Tool

“Lightweight marketing automation that doesn’t suck”
 
Drip is the lightweight alternative to the bulkier versions of marketing automation. They used a simpler version to craft an easy and cost-effective email marketing automation tool. This tool is great for doing all the marketing jobs, not just email.
 
This easy to use automation software will help any small business increase conversions. Some key features include campaigns, widget, tracking performance. Plus, easy integration, reports, split testing, data exports, and customizable templates.

Price: Starts at $49 a month

5. Mail Up

MailUp Marketing Automation Tool

“Are you ready for a new way of thinking marketing?”
 
Mail Up allows you to use email and SMS to reach your customers. They give you the tools to create completely automated workflows.
 
Mail Up isn’t only geared towards email and SMS message automation. They also help you build customer engagement, generate leads and increase conversions. Some best features are database management, landing pages, API & integrations, filters, customizable.

Price: Starts at $46 a month

6. Omnisend  

Home“Evolve to Omnichannel Marketing Automation. All from One Platform.”

Omnisend offers omnichannel features built just for eCommerce marketers.

Offering sophisticated automation workflows that are surprisingly easy to implement, you can add email, SMS, Facebook Messenger, push notifications, WhatsApp, Viber, and more to the same automation workflow. Handling your communication across several channels, Omnisend lets you bring your marketing operations to one simple dashboard.

Omnisend offers a free plan for basic email marketing that allows you to send up to 15,000 emails per month, and their Standard plan including automation starts at just $16 per month. For those who are outgrowing simple email blasts, Omnisend is definitely worth a look.

Price: Starts at $16 a month

Referral Software

Referral marketing software is a marketing platform that automates word of mouth, by incentivizing and streamlining customer sharing.

1. Referral Rock

Referral Rock Software

Referral marketing software for any business”

Referral Rock provides online referral marketing automation software. It helps any business get more customers using the power of their own network.  
Online and offline businesses can design incentive-based programs. Enroll existing customers and partners into a program. Capture new leads and sales, then issue rewards.   
 
This software automates every step of the process. That way the business can scale. Not to mention measure the success of referral marketing programs.

Price: Starts at $150 a month

Social Media Management Tools

Automate when and what social media platforms your messages are shared on, to help you build brand awareness. You set up your calendar with the things you’d like to share and these software options will take care of the rest.

1. Buffer

buffer marketing automation

“A better way to share on social media”

Buffer is a super easy social media manager for all marketers. Between their browser extension and their drag and drop scheduler… You have an easy way to share content.

Plus, you can post to all your social networks by clicking what ones you want your message to go to. Some of Buffer’s features include Social Analytics, Calendar, Timing Tool, and Mobile Capability.

Price: They offer a free plan – the first paying plan starts at just $10 a month

2. Spokal

spokal marketing automation

“Spokal makes content marketing easier. It drives more traffic to your site, converts more people to your list, and drives more sales”
 
Whether you want to grow your business or if you’re a content marketing pro. Spokal gives you the tools you need.
 
Spokal does the busy work for you. So that you have more time creating great content. A few helpful utilities from a huge list are… ROI calculation, rank tracking, keyword recommendations, automatic SEO benefits, image editing, and scheduling.

Price: Starts at $49 a month

3. Hootsuite

hootsuite automation

“Manage all your social media marketing in one place”

Hootsuite allows you to automate your social media messages. You can track and measure analytics. As well as share messages across all your social media profiles.

On top of that, you can run campaigns and contests to better engage with fans. Some of their top features include browser extensions, mobile capability, insights, and analytics. Hootsuite also falls into the social listening category, as it lets you track what people are saying about you online.

Price: They offer a free plan – paid plans start at $34.99 per month

4. Meet Edgar

Meet Edgar Marketing Tool

“Edgar doubles your traffic”
 
Edgar is the smart scheduler. He will give all your best content it’s time to shine. Plus it’s said that he never runs out of things to say. So your social media will never go silent.
 
You tell him where you want things posted and he will handle it. He’s pretty much your right-hand man in growing your audience. His top features include category-based scheduling, category creation, bulk import.

Price: Starts at $79 a month

5. SocialPilot

socialpilot marketing tool

“Social Media Scheduling & Marketing Tool for Agencies & Social Media Professionals”

SocialPilot can help you in a huge way… with up to 500 posts per 200 social profiles you can create one booming account.

So if you run multiple profiles you won’t have to worry about capping out at a limit.  You can share and schedule all your posts easily with their bulk scheduler. Take a look at their content suggestions or work in a team collaboration.

A few favorite features include post scheduling, custom Facebook branding, bulk scheduling, and browser extensions.

Price: They do offer a free plan. The first paying option starts at just $4.99 a month

 

Social Listening Software

Social listening software automatically tracks and notifies you when someone is talking about your brand online, whether it’s on social media, in a review, on a blog, or in another medium. That way, you can repurpose positive feedback and other user-generated content, and thank your fans. And on the flip side, if someone posts negative feedback about you, you’ll be able to respond quickly and make things right before it spreads and damages your reputation. Thus, social listening software is both a valuable tool for finding brand ambassadors and a vital reputation management tool.

1. Brand24

12 Brand Ambassador Software Program Solutions To Compare 3“Online reputation management made easy.”

Brand24 alerts you to social media and other online mentions of your brand name, relevant keywords, relevant phrases, and hashtags as they happen. The sentiment analysis lets you quickly identify whether each mention is positive or negative. Brand24 also scores the reputation of the user behind each post, so you know which posts are likely to have the biggest impact on your reputation and can act accordingly. Plus, you can reach out to posters directly through Brand24—especially valuable if you’ve identified a potential brand ambassador.

Price: Starting at $49/month

2. Awario

12 Brand Ambassador Software Program Solutions To Compare 9

“Get usable, real-time social insights.”

Awario will alert you to mentions of your brand (and other relevant keywords you choose) right as they happen, tag them as positive or negative, and score them based on the user’s reach. Also, if the user is on social media, Awario will show the total number of times they have mentioned your brand. Boolean logic lets you track very specific mentions of a keyword, and negative keywords let you exclude irrelevant mentions. Plus, you can reply to and reshare mentions right from Awario (great for contacting potential ambassadors or reposting your fans’ content to your brand’s own account). And powerful analytics help you track your reputation based on mentions.

Price: Starting at $29/month

3. Sprout Social

“Build and grow stronger relationships on social.”

Sprout Social knows that social media is the consumers’ world, and brands are just living in it. Its platform offers real-time brand monitoring to track direct messages and brand mentions, through its Smart Inbox. It also lets you streamline everyday tasks using customizable workflows, saving your team valuable time while optimizing your performance.

Price: Starting at $99/month

Review Management Software

Generating positive reviews, and monitoring your reviews overall, is vital to your business’ reputation management. Customers’ stellar reviews show that your business is trusted, while negative reviews must be addressed before it’s too late. Let’s look at some of the top affordable reputation management tools for review management.

1. Grade.us (Reputology)

Grade.us (formerly known as Reputology) tracks all the reviews written about your business and collects them into one place, so your business can easily see what customers love and what it should improve. Sentiment analysis converts review comments into data you can easily act on, and analytics give you the needed insights into KPIs. Grade.us also automates the sending of feedback emails, and routes the right customers to review you: only customers who give positive feedback are routed to your review site, while negative sentiments are sent right to your team. Plus, Grade.us knows how crucial a quick response to reviews can be, so it sends automated notifications whenever it finds a new review, to help your team respond quickly. It also tracks your team’s time of response to reviews.

Price: Starting at $162/month

2. GatherUp

GatherUp (formerly known as GetFiveStars) lets you encourage customer feedback in over 12 ways, including email and SMS surveys. The surveys will direct only the most satisfied customers to leave reviews, helping you stack the review deck in your favor. Use GatherUp to request reviews on over 100 third-party sites as well as for your own website, and pull the best third-party reviews to display on your site. GatherUp’s automated solution “handles the requests, reminders, personalized content and more to engage your customers” in leaving reviews, lets you respond to reviews right from the platform, tracks your reputation through data, and even lets you market top reviews on social.

Price: Starting at $75/month

3. ReviewTrackers

ReviewTrackers automates the asking for reviews, allowing you “to generate new reviews through email campaigns, SMS, on-site kiosks, and customizable landing pages,” aimed at your most satisfied customers. Machine learning collects data on the positive and negative keywords customers leave in reviews most often, for actionable insights. The platform also collects review data from 85+ review sites, further helping your brand to make data-driven decisions.

Price: Starting at $49/month

 

Sales Automation Tools

Need help with automating sales tasks? Or the sales process in general?  Then sales automation may be the answer for you. 

1. SalesAutopilot

Sales Autopilot Automation Tool

“Put your sales on autopilot once and for all”
 
SalesAutopilot covers a little bit of everything. It includes an extensive list of features with little to no cost.
 
This tool has made it simple to install all aspects of email marketing and CRM automation. Here are a few features… Email marketing, integrated email, SMS and direct mail campaigns. There is also lead nurturing, sales process management, and customer targeting. Not to mention, call center integration, built-in CRM, A/B testing. Plus, there is much more.

Price: Starts at $0 a month, goes up to $19 a month if you send more than 400 emails.

Lead Generation and Lead Management Software

Lead management software is perfect for those of you who want to capture leads and nurture prospects, as well as create messaging aligned with customers and potential customers.

1. Leadsquared

LeadSquared automation tool

“Land more leads, drive more enrollments. Customer acquisition platform for your business”
 
Leadsquared sends leads down the sales funnel. And faster by helping with lead capture automation. As well as marketing automation, sales acceleration, and marketing/sales analytics.
 
Leadsquared wanted to provide businesses with an all-in-one tool. That would help simplify the process of increasing leads. They wanted to make sure businesses could capture leads. As well as and activity data across all channels.
 
A couple of their features include lead engagement, and marketing analytics.

Price: Starts at $15 a month

2. Autopilot

AutoPilot marketing automation

“Automate customer journeys as simple as drawing on a whiteboard. Engage at the right time with personalized email, in-app messages, SMS, and postcards”
 
Autopilot consolidates all the applications that marketing teams use. And puts them into a single service. That way all the teams connect.
 
This software uses a simple formula, acquire > nurture > grow. With Autopilot you can also connect your apps to make automating tasks easier. Some neat features include segmenting, forms, postcards, conversion tracking, and revenue funnel.

Price: Starts at $20 a month

3. Genoo

GenoO Marketing Tool

“An all-in-one marketing solution. Igniting small and midsize business growth! Save time. Generate sales. Grow your business”
 
Genoo can help you develop marketing strategies, content development, and technical website support. Their focus is to get you ahead of your competitors.
 
This all-in-one marketing system show you whats going on in all aspects of the sales process. As well as lead generation, email marketing, lead nurturing and finally lead scoring.
 
Genoo is all you need in marketing right at your fingertips. The list of features is large. But here are a few… Website and content management system, blogging platform, and SEO analysis. There are also a lot of email marketing tools built in.

Price: Starts at $199 a month

4. Keap

“Sales and marketing automation software that works as hard as you do”
 
Keap (formerly Infusionsoft) has around 120,000 users. This makes it one of the most well-known marketing automation systems.
 
Keap offers an all-in-one system. This touches on CRM for small businesses. It also includes marketing automation. Plus sales automation, online sales, analytics, payments, mobile solutions, and integrations.
 
Keap has aimed all these tools at helping small businesses.

Price: Starts at $79 a month

5. JumpLead

Jumplead marketing automation tool “Turn visitors into customers. Jumplead converts visitors to leads and nurtures them into customers”

Jumplead is for people who are looking to work smarter but do not want to fork up a ton of money. It was also made with the user in mind. Providing practical tools to cut complexity, resulting in more effective marketing. Some features include live chat, email marketing, and analytics.
 
Price: Starts at $49 a month – they also offer a $0 play before you pay option.

6. Albacross

“The world’s first free B2B Lead Generation Network. Albacross helps companies master their B2B digital marketing”
 
Albacross is the world’s first free B2B Lead Generation Network. It offers a SaaS service that enables users to uncover leads on their websites.
The platform is perfect for getting information of those interested in you. Such as the pages they have visited, their key decision makers and how they can be reached out.
 
Albacross also comes with an account-based marketing solution. Where it is possible to buy and display ads targeted only to the selected companies. Through targeted marketing, advertisements can reach prospects wherever they are on the web. Using leading technology, Albacross displays ads across screens worldwide.
Albacross develops and produces updates based on the requirements of their clients. Last but not least, this service is free.
Price: 100% free for their lead generation service.

Live Chat/Conversation Software

Live chat plugins, sometimes called chatbots, help you engage prospective customers through personal conversations on your website, to generate, nurture, and convert leads. Sometimes, they send questions right to your professionals, for easy answering. But sometimes, live chat software is fully automated—it will answer common questions using your knowledge base and other preprogrammed responses.

1. Drift

“The world’s first conversational marketing software”

Drift’s chat platform is all about creating 1-on-1 conversations with potential customers. Drift chatbots engage your website visitors with personal conversations at just the right time, making you more likely to generate and convert leads. The bot will even help you qualify leads with quick survey questions, and route leads to the appropriate managers within your CRM. The software even captures and maps answers to questions from Drift into comprehensive marketing automation platforms, like HubSpot, Salesforce, and Marketo. That way, you have the valuable information you’ve collected about each lead organized into one place.

Price: Free plan available; paid plans start at $50/month

NPS/Customer Satisfaction Software

NPS software (or net promoter score software) sends out surveys to your customers, to gauge how likely they are to recommend you to their family, friends, or peers. It highlights the people most likely to promote you, as well as the customers most at risk for churn. It also collects these valuable analytics all in one place, so you can monitor the overall health of your business based on customer satisfaction.

1. YesInsights

YesInsights automates the sending of website and email NPS surveys, and allows you to customize your surveys with your branding and an open-ended follow-up question. It easily integrates with multiple types of email marketing software, and supports Zapier for even smoother integration. Simple data charts and real-time responses make it easy to monitor your score as it changes. And the equitable pricing charges you for responses received, not surveys sent.

Price: Starting at $20/month

2. SurveySparrow

SurveySparrow’s NPS software platform lets you easily find detractors, passive customers, and promoters, so you can take the actions needed to retain customers. It lets you automate workflows: it will send customized follow-up emails based on the score a customer gives, integrate with the apps you already use, and let you schedule the sending of surveys based on a given date, or by time after purchase. It also “nudges” non-responders and partial responders towards completing the survey.  Plus, it lets you track NPS trends by week, month, and year, and segment your insights by customer type.

Price: Starting at $19/month

3. Retently

Retently’s NPS platform is simple but customizable: choose your survey’s appearance, wording, and follow-up question, and then send surveys on the best channels to reach your customers. You can also run multiple different surveys for multiple segments of your customer base, and receive detailed insights for each segment You can also automate sending processes by time or event (think a certain number of days after a purchase), and integrate with Zapier, HubSpot, Slack, MailChimp, and other apps.

Price: Starts at $39/month.

4. Wootric

Wootric lets you create customizable NPS, customer satisfaction, and Customer Effort Score surveys, for email, web, mobile, and texting.  Every time you receive a response, Wootric instantly updates your brand’s overall score. It also monitors each customer’s experience and satisfaction throughout their buying journey, so you can personalize the actions you take with each customer to improve their experience and prevent churn.

Pricing: Free plan available; paid plans start at $89/month

Data Visualization and Analysis Software

If you don’t draw from data on your company’s performance, your marketing moves are just blind guesses. Data visualization and analysis software (sometimes called business intelligence software) provides the insights your team needs to plan your goals and next steps in an educated way.

1. Periscope Data

Periscope Data helps everyone on your team make informed decisions using the right data. Their platform enables quick connection, analysis, and visualization of all your data channels into a single source of truth. It pulls every piece of essential data from your different APIs, documents, and departments, giving your team the holistic insights they need to plan their next move.

 

The All-In-Ones

These tools don’t focus on one aspect of marketing automation. They help with many things across the board. Like sales, email, campaign and lead generation automation.

1. User.com

“User.com is a full-stack marketing automation software for turning your visitors into happy customers”

User.com allows you to gather information about your prospects, communicate with them via live chat, chatbots, gather contact information by using popups, send automated emails and SMS and much more.

The tool makes it easy to create automated paths where you can pinpoint the moments your leads receive messages. It will save you time and make sure your communication is consistent.

Price: Right now available in Freemium Starter Pack – 100% free, includes modules like Chat, CRM, Knowledge Base, and Calendar.”

2. Leadsius

leadsius marketing automation

“Marketing Automation for SMB’s. Everyone deserves the means to create love-able marketing”

Leadsius is the host of a slew of great features. They include but are not limited to email marketing, marketing automation, web forms, landing pages, lead analysis and reporting, website tracking and WordPress plugins. Leadsius gives small and medium-sized businesses what they need to generate revenue and relationships.

Price: Starts at $0 a month

3. Nurture

Nurture automation tool

“Nurture is a ‘dead easy’ marketing automation application for businesses to connect with, engage, acquire and retain customers via highly personalized conversations across channels”

This is another all-in-one tool that can help a business with a variety of tasks. Nurture uses a simple interface and is packed with all the core features required for creating the best marketing resources. Making it perfect for any small business.

Some of the features include on-site visitors tracking and engagement, email marketing, surveys, customer segmentation, A/B testing, reports and metrics and contact management.

Price: Starts at $95 a month

4. Customer.io

customerio marketing tool

“Behavioral messaging automation that puts customers first. Harness web & mobile app data to trigger, personalize, and scale messages that convert”

Customer.io has what you need: automation, segmentation, user profiles, analytics, personalization and many other features. This tool is flexible and lightweight all-in-one.

This tool is built to send emails based on what people do or don’t do. Ultimately, this software was set up for you to reach people at exactly the right time. Some of their awesome features include A/B testing, tracking conversions, and custom designs.

Price: Starts at $100 a month

5. Azuqua

marketing automation tool azuqua

“Connect applications, data, and processes across teams. Always have the information you need at your fingertips”

Azuqua offers a ton of connections to applications. Thus allowing for seamless integration. They pull in data from everywhere and put it into the system you use.

Azuqua synchronizes data across all your departments and routes it to to the right person. Depending on the customer’s behavior, requests, and interests. Because of this, your team will be better suited for engaging with what the customer really wants. A few features offered are automation of workflows, CRM integration, social integration and of course personalization.

Price: Starts at $225 a month

6. GetResponse

getresponse automation

“All-in-one Online Marketing Platform to Grow Your Business”

This is another all-in-one software. It can be tailored to whatever industry your business is in. A cool fact about GetResponse is that they are the first email service to provide a webinar marketing solution.

Their platform has quite a few bells and whistles. GetResponse created a user-friendly experience and provides users with an easy drag and drop interface. This helps to create designer-quality emails and landing pages in just minutes.

A couple of their features are their Image Editor, Email Templates, A/B Testing, Forms, Marketing Automation, Web Event Tracking, Email Marketing, and Autoresponders.

Price: Starts at $15 a month

7. Aritic PinPoint

“An integrated marketing automation suite for sales, marketing and support”

Aritic PinPoint is an integrated marketing automation tool, best suitable for mid-sized enterprises and large corporates. It includes all the features to capture anonymous visitors, convert them into leads, nurture them throughout the lifecycle, and trigger higher conversions. Aritic PinPoint supports the integration of multiple email delivery servers, along with detailed lead profiling and dynamic segmentation. Features like dynamic content, multichannel marketing, and account-based marketing set Aritic PinPoint apart.

Price: starts at $69 a month

Tying It All Together

For the most seamless marketing automation, you’ll want a software program that links all of your marketing automation processes together. Usually, this software will be a CRM—customer relationship management software.

CRM Software

A CRM will connect with your other marketing automation software selections through integrations. It will pull data from these programs, from multiple channels (such as your website, social media accounts, support tickets, and customer reviews).  All the data from each software is then stored in the CRM. This way, you can better keep track of the data you’ve collected on your current and prospective customers, at every stage of their journeys.  Your business can analyze and use this data to improve your products or services, act on customer feedback, and scale your business.

           

HubSpot, Salesforce, and Keap are some of the most well-known CRMs; each supports hundreds of marketing automation integrations.

Zapier, to Streamline Workflows

Another valuable marketing automation tool that connects your workflow is Zapier.

Zapier is not a CRM. Rather, it allows you to create processes called “zaps” that seamlessly and automatically move data across apps. Set up triggers and processes to automate repetitive tasks. When Zapier detects the triggers, it will initiate the workflow for you, pass along the information, and save you time and energy.

Even if you don’t choose a software that integrates every one of your marketing automation software choices together, you’ll want to pay attention to integrations, so your workflow is as streamlined as possible.

Referral Rock seamlessly connects with HubSpot, Salesforce, Keap (Infusionsoft), Zapier, and more. Check out the full list of software that Referral Rock integrates with on our integrations page.

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Posted by Megan Mosley

Megan Mosley is a writer for Referral Rock. You can find her poking around online or tweeting about marketing, small businesses, SEO, or even sharing funny memes. She is addicted to coffee and uses it as a fuel to keep her going through the day.