Marketing Automation for Agencies with Tools(Must Have)

Being in high demand is a great problem to have, but it shouldn’t prevent you from coming up with and implementing fantastic strategies and tactics to attract your clients. This is when marketing automation comes into play. 

In this article, we tell you why your agency requires marketing automation and along with that, we also give you a list of the best marketing automation tools too. 

What is Marketing Automation and Why do you need it?

Marketing automation is a system or software that allows businesses to automate repetitive tasks like emails, social media posts, and other website actions.

Marketing automation is used by the best marketing teams to improve campaign accuracy, provide better leads to their sales teams, and increase ROI. Marketers who would use marketing automation will be best prepared to qualify leads and push them through to sales, which leads to more revenue and growth.

So, what distinguishes those businesses from the rest? It’s not that they’re smarter, more creative, or better. They simply have the right tools—tools that give them a better understanding of the entire sales funnel and allow them to determine when leads are ready to buy more effectively. 

Now that you are ready to jump into marketing automation for your agency, here are some tools that’ll help you do so:

Tools for Marketing Automation

Active Campaign

Clients in a variety of industries use ActiveCampaign’s email marketing, marketing automation, CRM, and sales automation solutions. Their marketing automation tool has a simple visual overlay that shows users how different pieces of automation are connected and what each campaign has to offer. 

Social media analysis and deep site tracking are both available on the platform. Enterprise customers will have access to an “expert level” team member who can provide advice or assistance with the platform. This is most likely not a good tool for beginners or those with limited technical skills. It takes a little more time and effort to learn, but once you do, it’s a very powerful platform.

GetResponse

GetResponse provides a set of simple and reliable solutions for small and large businesses, and this can be scaled and customized. The company’s marketing solutions include automation, CRM, webinar software, email design, and the tools users need to manage customer journey scenarios with real-time updates. For conditions, actions, and filters, GetResponse’s workflow designer employs simple block arrangements. Tagging and scoring are included in customer profiles, allowing users to create detailed segmentations.

Hubspot

HubSpot provides a number of marketing, sales, and customer service-related features. HubSpot’s free CRM connects all of the data users need to run successful marketing campaigns, and their marketing hub has simple customization options. 

Users can change their website or mobile site without knowing how to code, by dragging and dropping pages, posts, landing pages, and other elements. Customer interactions are automatically tracked and reported by the marketing hub. This information is useful for determining the effectiveness of a campaign or creating new automation.

Omnisend

Omnisend is a marketing firm that specializes in retail marketing. They provide marketers with the means to interact with customers on a more personal level. Smart triggers are available on the platform to send targeted messages to customers at any stage of their journey. 

You could, for example, send a welcome email to new subscribers to your newsletter. Reminder messages can be sent if someone leaves an item in their cart for an extended period of time. Omnisend also offers A/B testing to ensure that the best campaign is implemented in the long run.

VBOUT

VBOUT is a customer-centric, multichannel marketing automation solution for collecting leads. In its flagship platform, the company offers a variety of marketing automation features. Marketers save time by using VBOUT because it contains everything they need in one place. 

Its dashboard allows for drag-and-drop landing page creation, customer journey building, and social media management. Users can easily incorporate automation into any of their campaigns. The platform keeps track of key metrics and sends reports at user-defined intervals. It starts segmenting leads as soon as their email address is collected.

Marketo

Marketo claims to be able to automate marketing across all channels and engagements. Marketo’s list of tasks that work together has only grown since it was acquired by Adobe. Their comprehensive software can handle everything from digital advertising to social media to account-based marketing, making it an excellent choice for larger marketing operations.

The platform keeps track of customer behavior, such as how they used the site, what they looked at, how long they stayed on the site, and when they visited. Marketo is one of the most scalable and collaborative marketing automation platforms available.

Leadfeeder

Leadfeeder assists you in bringing data to the surface by displaying all of the companies that visit your website. You can use Custom Feeds to narrow down the list to the best-fit leads, and have new lead notifications sent to the appropriate team member via email and Slack.

This tool is best-suited for B2B and enterprise marketing teams looking for a more efficient way to find new leads and target their marketing to the best-fit prospects. Additionally, their IP address data can be used for web personalization.

OptinMonster

OptinMonster is a lead generation tool that lets you add a lead generation form to your blog. It’s a software-as-a-service (SaaS) that works with the WordPress plugin. You can use it not only on your blog, but also anywhere else where Javascript is allowed. You need OptinMonster if you want to grow your email list, increase website conversions, and reduce cart abandonment. The lead generation software from OptinMonster works with all major websites and eCommerce platforms right out of the box.

Autopilot

Autopilot is one of the most aesthetically pleasing marketing automation platforms available. This tool allows you to use services like email marketing, messaging, and other marketing automation things that are needed. As previously stated, their visual editor is simple, intuitive, and enjoyable to use. Of course, their platform is designed for more sophisticated messaging and targeting, but you can also use it to create a simple autoresponder based on a timer.

SharpSpring

SharpSpring is a marketing automation platform for businesses of all sizes that is both simple and powerful. It focuses on sales and marketing automation, which assists businesses in increasing conversion rates and providing a better customer experience.

SharpSpring provides an omnichannel approach to automation with useful features, such as behavior-based email marketing, workflow builder, visitor tracking, CRM integration, and actionable reports, to help you create a better marketing strategy. Essentially, it automates your entire marketing process, allowing you to achieve any marketing goal.

Factors to Consider When Choosing your Marketing Automation Software

Now that you have a list of marketing automation tools to pick from, here are the factors you must keep in mind when choosing one: 

Pricing

The primary purpose of automation software is to make your job easier. It should, however, be within your price range. After all, your main goal is to expand your business, which necessitates a marketing automation tool that is both affordable and scalable.

You can start with a basic plan and then upgrade as and when your business grows. This ensures that the software is accessible at all stages of your company’s operations without slowing down the process.

Integrations

You’re probably already using a CRM or another tool to keep track of all your leads and data. As a result, it’s critical to determine whether the automation software you’ve chosen integrates with your current system. Integration is critical because you don’t want to waste time transferring data and complicating the process. As a result, decide on a marketing automation software that integrates well with your current tools.

Customer Support

Marketing automation does, after all, necessitate a certain amount of time and effort. As a result, look for marketing automation software that has a strong customer support team. You must be able to access the marketing automation software’s tutorials, downloadable resources, and demos. Furthermore, good automation software comes with a customer support team that is ready to help.

Ease of Usage

Marketing automation should make your entire process easier, not make it more complicated. As a result, it’s critical to inquire about the ease of using automation software so that your team can use it without difficulty. You can also request screenshots of the UX so that you can see how the automation software’s process and flow will work.

Final Words

In the sections above, we’ve gone over the top marketing automation software and tools that can help you improve your workflow in a variety of ways. While there are many options available, you must first consider your company’s needs before selecting the best marketing automation software for your needs. 

The list of automation software we’ve provided checks all the criteria for a good marketing automation tool, so you can pick one that fits your budget, meets your needs, and provides additional support for your business.