Alexa Best Marketing Automation Software For Small Business
Powerful Marketing Features To Drive Impeccable Results
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Increase Marketing ROI with Personalized Campaigns

Use powerful campaign management capabilities to manage leads and convert them to opportunities. Look into the CRM customer database to learn which products/services your customers have already purchased, based on which targets your cross-sell campaigns are working more effectively. Get a real-time view of the marketing performance with packaged and customizable reports. Track each campaign result through fields such as Total Sent / Attempted, Opened / Viewed, Link clicked, Un-subscribed, Bounce / Invalid. Provide access to reports based on established user roles. Present campaign results with highly visual, context-rich Bar, Pie, and Line charts for quick analytics.

convergehub integration


Manage Your Entire Marketing Mix From ConvergeHub.

Get a real-time snapshot of key metrics from ConvergeHub dashboard. Know about the latest developments in marketing and sales activities from four different panels - Deals By Expected Close Date, Leads By Source, Lead Acquisition and Deal Acquisition.

convergehub integration

Email Templates

Six Categories of Predefined Email Templates

Improve the effectiveness of your email marketing with content specific email templates. Choose from a list of predefined email templates under six different categories - My Templates, Business, Seasonal Holiday, Newsletter, Showcase, and Press Release. Also, customize or create new dynamic email templates with ConvergeHub Rich-Text HTML Editor.

convergehub integration


Increase the Impact of Your Marketing Strategy

Target different priority markets through each campaigns. Create separate lists from targets, accounts, leads, and contacts and link them to the campaigns. Add segments and criteria in the list to make your campaigns more specific. Get the names of the recipients of a previous marketing campaign from the existing lists. Use search and advanced search functions to zero-in on particular campaign recipients. Export the list in Excel and PDF format from your ConvergeHub account. Even more, adjust the number of subscribers displayed on the list.

convergehub integration


Create, Target and Run Campaigns

Use four broadcast mediums Email, Direct Mail, SMS, and Social, from one easy-to-use interface. Find access to Mobile CRM on the go. Manage both campaigns and subscribers across all the channels with comprehensive cross-channel campaign tracking. Use the ROI reporting feature to identify the most profitable channels, modify the efforts, and dramatically improve marketing ROI.

Screenshot Tour - Marketing
  • Campaigns

    convergehub integration
  • Targets

    convergehub integration
  • Lists

    convergehub integration
  • Templates

    convergehub integration

Marketing Automation: Everything You Need to Know

Businesses may use marketing automation to target leads with auto-generated messages via email, social media, and SMS. Messages are delivered automatically through various processes and a set of instructions.

To improve income and maximize productivity, marketing and sales teams utilize marketing automation to manage website traffic and sales operations. Employees are free to solve higher-order problems when automation is employed successfully to perform repetitive activities. It also reduces human error.

What is Marketing Automation Software?

Marketing automation assists in lead creation, nurturing, assessment, and campaign ROI measurement. As an organization's size and complexity expand, so does its ability to save time and money. A good marketing automation solution is built to grow with your company.

Marketing automation software allows you to automate and track your marketing campaigns for new and current prospects. It can eventually save you time and money while accelerating your company's revenue development.

Marketing automation is most effective when it assists in moving prospects through the inbound marketing funnel. Your approach should be based on one thing: your consumers. When using marketing automation software, you should research your target demographic and construct a complete buyer persona to directly personalize your campaigns to your consumers.

Why Use Marketing Automation Software?

Marketing automation benefits firms of all sizes. It cultivates leads, assists in customer acquisition, cross-sells and promotions, and many other elements of digital promotion and branding. In addition, marketing automation improves marketing effectiveness by allowing marketing teams to accomplish more with less.

1. High Conversion Rates

Reliable user data make it easy to locate and target the right individuals when promotional tools are maintained with marketing automation.

2. Effective Campaigns

Data from the CRM system on opportunities and revenue offers total visibility into what's working and what's not. This implies that marketers can no longer plan purely on intuition. Instead, they can make informed judgments based on facts.

3. Seamless Process

Everything runs more smoothly with marketing automation. It organizes transactions, coordinates activity, develops workable timetables, and aligns internal teams to meet goals.

4. Increase Employee Productivity

Your staff will no longer waste time on manual, repetitive chores if you choose the correct marketing automation technology. Instead, they will be able to concentrate on more strategic matters. As a result, marketing automation simplifies, increases productivity, and improves engagement.

5. Grow Customer Loyalty

Marketing does not end after a lead becomes a customer. Customer retention is as important as customer acquisition. Loyalty programs benefit from marketing automation.

Who Uses Marketing Automation Software?

Marketing automation software is increasingly pervasive in every business, although the primary industries that use it are mostly software and technology enterprises. The "marketing automation software market size is predicted to reach US$ 7981.6 million by 2027, from US$ 2849 million in 2020, at a CAGR of 15.9 percent during 2021-2027," according to the research. Furthermore, as virtual interactions become more regular in a pandemic-aware world, healthcare and B2B SaaS firms are experiencing a significant increase in automation usage.

Although it appears that many businesses are turning to marketing automation software for its email automation features, the importance of social media marketing and data collection is driving automation's adoption in new directions. These include the health and pharmaceutical sectors, as well as manufacturing and real estate.

Features of Marketing Automation Software
Customer Relationship Management (CRM)

CRM software automates sales processes and handles cross-functional data that may subsequently be utilized for further segmentation and personalization. CRM software is a comprehensive collection of marketing automation cloud solutions encompassing sales, service, commerce, and marketing.

Sales Force Automation

Sales force automation technologies improve the efficiency of sales operations, data, and analytics. These technologies automate routine sales tasks, including establishing and monitoring sales prospects, managing contact and account lists, and documenting sales meeting outcomes. In addition, it helps you to link your sales plan with marketing projections by centralizing records of potential consumers.

Lead Management

Lead management software automates the production and scoring of leads. Lead management software may assist in identifying and scoring prospective customers, as well as qualifying and managing potential lists for sales. As prospects go through the customer journey, several lead management activities can assess their interest and involvement.

Social Media and Email

Email marketing and social media software management simplify tedious and manual marketing operations such as mail and post scheduling, monitoring, and analytics, allowing marketers to focus on more critical issues.

Analytics-Based Automation

Analytics-based automation enables marketers to see and act on incoming consumer data. For example, companies may collect data on how a user interacts with digital marketing material and offers and use this data to power marketing automation, triggering a suggested action to the customer and customizing the customer experience even more.

How Does Marketing Automation Software Work?

Customer data is collected through a range of interactions, such as emails, website visits, user activity, and online posts. This information contributes to a complete picture of each consumer. Then, marketing automation takes over from there, streamlining segmentation and targeting processes to identify the right audiences quickly and at scale.

Personalized message for each consumer depends on their profile. With a few simple clicks, you can produce relevant and personalized communications for email, mobile, social, web, and beyond. Personalized experiences for your clients, whether you have 100 or 100 million, may be delivered efficiently and successfully.

Difference Between a CRM and Marketing Automation

CRM (customer relationship management) and automated marketing software appear to have a lot in common. However, there are a few crucial distinctions to consider.

Marketing automation focuses on raw leads, aiming to reach individuals at the beginning of the sales and marketing funnel. For example, your lead may have just visited a website, clicked a link, or filled out a form. It aids in collecting data for targeted marketing at this early stage and automates numerous marketing chores.

CRM is mostly concerned with sales. It controls consumer interactions at the bottom of the sales funnel to enhance conversions. It also deals with current clients and monitors their involvement. When used together, CRM and marketing automation software are strong tools for generating and nurturing leads, facilitating sales, and maintaining brand loyalty.

How to Use Marketing Automation Software for Small Businesses?

To begin, consider your objectives and how you want to attain them. Next, decide what you want marketing automation to assist you with. Starting your marketing automation may be accomplished in four steps.


It will be better for you and other partners to analyze and pick an automation platform if you can set out exactly what you're looking for and are attempting to accomplish. So, first, make a list of your needs and desires, and then choose the option that best meets the most important criteria.


Once you've decided on a platform, determine who on your team will need to utilize it and teach them properly. Of course, someone must be the technology's owner and the point of contact for questions.

The ideal marketing automation system unites all of your marketing and sales teams' people, tools, and procedures. It should be a solution that includes:

  • CRM software
  • Scoring lead
  • Insights sales
  • Departmental Workflows

Monitoring and marketing analytics assist you in demonstrating the effectiveness of your marketing initiatives. They ensure that the relevant data, account interaction, and the overall effect of sales and marketing activities are measured.


Once data and KPIs begin to flow in, you will be able to optimize for greater outcomes. For example, when you can distribute money across many activities, you can determine which marketing activities are beneficial for the top of the funnel vs. the bottom of the funnel.


Through automation, the finest marketing automation captures leads and converts them. Paying attention to your engaged leads and their activities allows you to create tailored marketing that fulfils their demands and, eventually, converts them.


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