The Ultimate Guide to Marketing Automation

Social media automation tools streamline tasks like scheduling, monitoring, and analyzing content, simplifying social media management. However, a comprehensive tool might not be necessary unless:

• Multiple individuals post on your brand’s social media accounts.
• Your brand maintains an active presence across various social networks.
• Social media serves diverse purposes, such as advertising and customer support.

13. Hootsuite

Hootsuite stands out as a comprehensive social media automation tool, enabling the management of all social media accounts from a single platform. Its features include content scheduling, curation from a preapproved library, and monitoring brand and industry conversations. With Hootsuite, establishing an impactful social media presence becomes more streamlined.

Pricing for Hootsuite ranges from $99 to $249 per month, with factors such as social profiles and users influencing the cost.

14. Buffer

Buffer has evolved beyond its origins as a social media content scheduling tool to cater to modern brand needs. It simplifies the scheduling, publishing, and analysis of content across multiple social media platforms. With features for managing multiple accounts, collaborating with team members, and analyzing performance metrics, Buffer empowers users to optimize their social media strategies.

Pricing for Buffer ranges from $6 to $120 per month, depending on factors such as social accounts, users, and post volumes.

15. CoSchedule

CoSchedule‘s automation tool is ideal for planning and strategizing social media content in advance. It enables users to map out content schedules comprehensively, facilitating a clear overview of the entire social production process. With analytics and suggestions, CoSchedule helps users understand audience preferences, allowing for the reuse of popular posts and the creation of similar content. These features streamline marketing workflows and ensure consistency across channels, all within a single interface.

CoSchedule’s pricing starts at $19 per month and varies based on factors such as the number of social profiles, users, and included features.

16. Sprout Social

Sprout Social offers a comprehensive suite of features tailored for various aspects of social media management, marketing, customer care, and data analysis. Its robust capabilities allow users to gather, analyze, and derive actionable insights from social media data, facilitating informed decision-making and strategy optimization. Additionally, Sprout Social’s publishing features are ideal for team collaboration, streamlining strategy development and execution.

Pricing for Sprout Social ranges from $249 to $499 per user per month, depending on the included features and the required number of social profiles.

17. Mention

Mention is a robust social media monitoring tool that allows brands to track mentions across various digital channels, providing insights into campaign performance and audience conversations beyond just social media platforms. With Mention, users can also monitor competitor activities and industry trends effortlessly.

Pricing for Mention ranges from $41 to $149 per month, depending on the level of social listening coverage required by the brand.

Customer Journey Automation Tools

Customer journey automation tools streamline and optimize the lead management process by automating key stages such as lead generation, scoring, and nurturing. These platforms are particularly beneficial for enterprise and B2B marketing and sales teams who have already mapped out the customer journey and work closely together to manage it. Additionally, organizations utilizing account-based sales or marketing models can leverage these tools to scale their operations effectively.

18. Leadfeeder

Leadfeeder is an invaluable tool for identifying which companies visit your website, even if they don’t fill out a form or reach out directly. With Leadfeeder, you can access contact information for employees at these companies, enabling you to follow up with potential leads who have yet to inquire about your product or service.

Leadfeeder offers a 14-day free trial before committing to a paid plan, which starts at $99 per month. Sign up for Leadfeeder today and start receiving valuable leads within minutes.

19. Act-On

Act-On‘s marketing automation software is tailored for enterprise brands seeking to automate personalized and targeted customer interactions across the sales funnel. With features like email creation, lead scoring, automated workflows, CRM integration, and reporting, Act-On facilitates seamless communication between your marketing and sales teams.

By tracking the breadcrumbs that leads leave across the web, Act-On helps identify and prioritize the most promising leads, making it an ideal choice for large enterprises and B2B companies employing an account-based marketing strategy. Act-On’s pricing begins at $900 per month.

20. LeadSquared

LeadSquared is a customer journey automation tool specializing in the lead nurturing phase. Its focus is accelerating leads through the funnel to convert more customers efficiently.

LeadSquared manages lead capture, engagement, sales pipeline, and customer data, allowing you to automate drip marketing with triggers, conditions, and actions.

This ensures no opportunity is missed in progressing leads towards a purchase. Pricing for LeadSquared varies from $400 to $2,500 per month, depending on contacts and features.

21. Keap

Keap, formerly known as Infusionsoft, is tailored for small businesses and entrepreneurs, offering a comprehensive CRM and marketing automation platform. It integrates tools for managing customer relationships, sales processes, and marketing campaigns seamlessly.

Keap assists in organizing contacts, automating tasks, nurturing leads, and refining sales processes. With prebuilt templates, users can easily optimize email campaigns, workflows, landing pages, and more. Keap’s pricing starts at $159 and can reach $229 per month, depending on the number of contacts managed.

Pricing Automation Tools

Pricing automation software can be a game-changer for businesses navigating competitive markets, especially in e-commerce. These tools streamline the process of adjusting prices, helping you stay competitive and agile in response to market changes.

Whether you’re refining your own pricing strategy or keeping up with your competitors’ moves, pricing automation software provides valuable insights and automation to give your business a competitive edge.

22. Prisync

Prisync offers e-commerce businesses a competitive edge with its pricing automation software. Designed specifically for e-commerce, Prisync monitors and analyzes competitors’ pricing strategies across various platforms. By providing insights into market trends and pricing fluctuations, Prisync empowers businesses to make informed decisions and stay competitive in price-sensitive markets.

With automated tracking and comparison features, Prisync ensures that businesses can quickly adapt to changes in competitor pricing, optimizing their own pricing strategy accordingly. Pricing for Prisync ranges from $99 to $399 per month, depending on features and product count.

23. Wiser

Wiser is an advanced retail analytics and pricing intelligence platform. It gathers valuable data on competitor pricing, product assortment, and overall market trends. The tool can help with everything from A/B testing your prices to estimating demand and finding the sweet spot to maximize your bottom line.

As demand and other market forces change, Wiser does the heavy lifting so your pricing strategy always works — for you and your customers. Contact Wiser for pricing information.

24. Informed Repricer

Informed stands out as a repricing automation tool tailored for e-commerce businesses and online sellers, offering support across 13 different marketplaces. What sets Informed apart is its flexible approach to repricing: users can either create their pricing strategy or rely on AI-powered suggestions. With pricing options ranging from $99 to $299 per month, depending on factors like marketplaces, repricing strategies, and support, Informed caters to diverse business needs in the competitive online selling landscape.

25. Skuuudle

Skuuudle stands out as a competitive intelligence platform tailored for e-commerce businesses, offering comprehensive insights on product pricing, assortment, and market trends.

With a focus on brands with extensive product catalogs, Skuuudle simplifies competitor pricing monitoring and product matching at scale, ensuring no sales are missed due to pricing discrepancies.

Unlike other pricing automation tools, Skuuudle pulls customer data from e-commerce marketplaces and direct sellers, enabling real-time monitoring of competitors’ pricing strategies and market dynamics.

By leveraging Skuuudle’s data-driven insights, companies can make informed decisions, optimize pricing strategies, and remain competitive in the ever-evolving e-commerce landscape. Contact Skuuudle for pricing details tailored to your business needs.

Advertising Automation Tools

Advertising automation tools simplify the process of creating and optimizing digital ads across multiple channels, making it easier for marketers to scale their campaigns effectively. These tools are particularly useful when:

1. Managing campaigns across multiple advertising platforms, such as Facebook, Twitter, Google Ads, and Instagram.
2. Refining creative materials and bidding strategies rather than testing them extensively from scratch.
3. Targeting hyper-specific segments, such as remarketed audiences, to maximize ad effectiveness and ROI. 

If your marketing efforts align with these scenarios, investing in advertising automation can significantly streamline your processes and improve campaign performance.

26. AdRoll

AdRoll is a widely recognized digital advertising automation tool that specializes in retargeting potential customers who have previously visited your website. By tracking user interactions on your site, AdRoll allows you to create personalized campaigns aimed at reconnecting with these visitors across various online platforms and social media channels. 

With its ability to tailor ads based on user behaviours, AdRoll helps optimize conversions and engagement, making it a valuable tool for marketers seeking to maximize their advertising ROI. Pricing for AdRoll starts at $36 per month, offering accessible options for businesses of all sizes.

27. Metadata.io

Metadata.io is a top choice for B2B marketers aiming to streamline demand generation through account-based advertising. Using AI and machine learning, it automates campaign creation, management, and optimization across channels.

By targeting specific audience segments and analyzing campaign performance, it boosts lead generation and campaign effectiveness. With pricing starting at $4,450 per month, Metadata.io offers scalable solutions tailored to various ad spend levels. Integrating with Leadfeeder enhances account-based retargeting efforts.

28. Zalster

Zalster streamlines Facebook and Instagram ad management through automation and algorithms. It simplifies campaign creation, optimization, and analysis, enhancing ad performance and audience targeting. With its intuitive dashboard, you can track metrics, make data-driven decisions, and refine your ad strategy. Contact Zalster for pricing details.

29. Revealbot

Revealbot streamlines ad campaigns across multiple social platforms like Facebook, Instagram, and Google Ads. With AI-driven optimization, it automates adjustments based on your chosen metrics, enhancing ad performance and ROI. Pricing begins at $99 per month, depending on monthly ad spend.

30. Trapica

Trapica harnesses AI to enhance digital ad campaigns on platforms like Facebook, Instagram, and Google Ads. Its machine learning algorithms analyze real-time campaign data to optimize targeting, creatives, and bidding strategies. By continuously learning from user interactions, Trapica maximizes performance and offers robust targeting features. Contact Trapica for pricing details.

31. Shoelace

Shoelace specializes in “customer journey retargeting,” crafting personalized ad sequences based on customer interactions with your brand. It automates sequence creation to re-engage customers at various funnel stages. With segmentation for hyper-targeted ads and fatigue prevention, Shoelace optimizes retargeting efforts. Contact Shoelace for pricing details.

Loyalty and Referral Marketing Automation Tools

Loyalty and referral marketing can indeed leverage the power of word-of-mouth to drive business growth. If you’ve already witnessed the impact of word-of-mouth marketing and have products with relatively straightforward purchasing decisions and high customer lifetime value, automated loyalty and referral programs can be a game-changer for your business. These tools can help you amplify buzz and optimize your referral and loyalty initiatives for maximum impact.

32. Referral Rock

Referral Rock streamlines the process of setting up various types of referral programs tailored to your business needs, whether it’s refer-a-friend, influencer marketing, or business partner programs. With customizable options, tracking capabilities, seamless integration with other tools, and comprehensive analytics, Referral Rock empowers you to effortlessly manage and optimize your referral initiatives. Pricing starts at $200 per month, scaling with factors like the number of members and programs.

33. TapMango

TapMango revolutionizes customer loyalty programs by modernizing traditional punch cards. Its platform offers a range of loyalty strategies, including points, rewards, and personalized offers, to enhance customer engagement and encourage repeat business. With TapMango, you can track customer behaviors and program performance using analytics, enabling data-driven decisions to optimize customer retention efforts. For pricing details, reach out to TapMango directly.

34. Ambassador

Ambassador simplifies the process of creating a robust network of brand ambassadors. By enabling you to hand-select customers for mobilization and automate incentive testing, Ambassador streamlines brand advocacy efforts. Its tools facilitate the design and management of referral campaigns, leveraging existing customer bases to acquire new clients. With numerous integrations and prebuilt templates, marketers can swiftly launch programs. For pricing details, reach out to Ambassador directly.

35. Clutch

Clutch takes a distinctive approach to loyalty marketing by focusing on understanding the individual drivers of loyalty for your customers. Its integrated platform simplifies sales attribution from any channel, while its flexible rewards cater to diverse customer motivations. For pricing details, reach out to Clutch directly.

36. Referral Factory

Referral Factory empowers businesses to create and manage referral programs effortlessly. Its customizable features enable you to design diverse referral campaigns, utilizing your current customer base to draw in new clients. With Referral Factory, you can establish various referral programs, monitor referrals, administer rewards, and assess the effectiveness of your referral strategies. Pricing for Referral Factory varies from $95 to $400 monthly, depending on the included features.

37. Brevo

Brevo, formerly Sendinblue, is an integrated marketing platform catering to businesses’ marketing and communication needs. It provides tools for email marketing, SMS campaigns, marketing automation, and more. With Brevo, users can craft personalized emails and SMS messages, establish marketing automation workflows, manage contact lists, and analyze campaign performance through reporting and analytics. While Brevo offers a free plan, pricing ranges from $25 to $65 per month, depending on the selected features.

Key Steps for Effective Marketing Automation

Before implementing automated marketing processes, it’s crucial to establish a well-defined workflow. This enables your team to prepare for new processes and ensures that automation yields optimal results for your brand. There are four key steps to complete:

1. Assessment and Planning

Begin by evaluating your current marketing strategies and identifying areas where automation can streamline processes and improve efficiency. Set clear goals and objectives for your automated marketing efforts, ensuring they align with your overall business objectives.

2. Selection of Automation Tools

Research and select the appropriate automation tools that best fit your needs and budget. Consider factors such as ease of use, integration capabilities, scalability, and customer support. Choose tools that offer features tailored to your specific requirements, whether it’s email marketing, social media management, lead generation, or customer relationship management (CRM).

3. Workflow Design

Develop a detailed workflow that outlines the sequence of tasks and actions to be automated. Map out each step of the customer journey, from initial contact to conversion and beyond, identifying touchpoints where automation can enhance engagement and drive results. Define criteria for segmentation, personalization, and triggers that will activate automated actions.

4. Testing and Optimization

Before fully implementing automated processes, conduct thorough testing to ensure functionality and identify any potential issues or areas for improvement. Monitor performance metrics and analytics closely to measure the effectiveness of your automated campaigns. Continuously optimize your workflows based on insights gathered from testing and analysis, refining strategies to maximize results over time.

Marketing Automation Examples

You got all the information related to marketing automation, tools, and processes to automate repetitive tasks in your business. Let’s explore different examples of companies that saw growth due to marketing automations.

Airbnb

Airbnb’s remarkable growth is attributed, in part, to its steadfast embrace of emerging technologies, notably marketing automation.

Through the strategic deployment of marketing automation software and methodologies, Airbnb optimizes its content and communications, fostering enhanced engagement and conversion rates.

Furthermore, Airbnb extends the benefits of automation to its hosts, empowering them to streamline property management and promotion processes. Hosts can leverage automated guest communications and pricing management tools to enhance efficiency and effectiveness.

This strategic integration of automation within Airbnb’s operations has cultivated a self-sustaining ecosystem conducive to scalability, reinforcing the brand’s position as a frontrunner in the industry.

BuzzFeed

BuzzFeed, known for its unique approach to publishing, employs automation to streamline social media scheduling, ensuring optimal efficiency across marketing channels.

Recently, BuzzFeed has embraced marketing automation to facilitate the creation, optimization, and targeted delivery of paid advertisements tailored to specific audience segments.

This shift towards automation has yielded remarkable results, with a staggering 79% increase in revenue recorded in the second quarter of 2021. Such achievements underscore the transformative power of automation in driving business success.

Netflix

Netflix is renowned for its innovative approach to the streaming market, and its success is often cited as a benchmark in the industry. At the core of its dominance lies a dedication to creativity, customization, and operational excellence.

To deliver a highly personalized user experience, Netflix leverages marketing automation to craft tailored landing pages that cater to individual audience preferences and behaviors. This strategic use of automation is integral to Netflix’s acclaimed recommendation system, which significantly influences approximately 80% of user viewing habits on the platform.

Tips on Using Marketing Automation Effectively

To maximize the benefits of marketing automation tools and strategies, consider these practical tips:

1. Understand Your Audience

Take the time to deeply understand your audience’s demographics, interests, and behaviours. Creating detailed buyer personas can help you target your audience effectively and deliver impactful content.

2. Establish Consistent Tone

Define your brand’s narrative voice and maintain consistency across all communications. Whether it’s a formal corporate tone or a friendly conversational style, sticking to your brand’s voice builds trust with your audience.

3. Infuse Human Touch

Despite being automated, your content should feel personalized and human. Craft your communications in a way that resonates with recipients and feels like it’s tailored specifically to them.

4. Diversify Content

Avoid monotony by mixing up your content formats and visuals regularly. Be innovative and unique to keep your audience engaged and interested in your brand.

5. Stay Relevant

Embrace relevant trends to capture the attention of potential customers. However, be selective and tactful in incorporating trends that align with your brand values and objectives.

6. Utilize A/B Testing

Automate A/B testing to gather real-time data on the effectiveness of your marketing content. This allows you to make quick adjustments and optimize your campaigns for better results.

7. Foster Team Collaboration

Encourage training and open communication within your team to embrace automation as a productivity tool. Highlight its benefits in streamlining tasks and freeing up time for more strategic activities.

8. Prioritize Customer Experience

Focus on enhancing the overall customer experience by gathering feedback at key touchpoints. Use customer experience mapping to identify areas for improvement and integrate new automations accordingly.

Remember, the success of automation hinges on its impact on the end consumer and your business’s bottom line. Continuously monitor analytics and be willing to adapt and innovate to achieve desired results.