Customer Experience Matrix

APRIL 26, 2011

Canterris , NurtureHQ , and mKubed all provide email, Web visitor tracking, nurture campaigns, lead scoring, and CRM integration ((Salesforce.com for Canterris and NurtureHQ; its own CRM for mKubed) for under $500 per month. Canterris and mKubed also host Web forms and landing pages but NurtureHQ apparently does not.

Small Business Marketing 120

Small Business Marketing Work Management Features Marketing Management 120

Customer Experience Matrix

NOVEMBER 4, 2010

These include sending an email via Salesforce.com or ExactTarget, creating a Salesforce.com task, generating an output file, and sending emails to Foursquare friends. CRM integration: Right On can synchronize data with Salesforce.com and Microsoft CRM on a regular basis. This makes it roughly equivalent to other products.

Salesforce.com 120

Salesforce.com Lead Ranking Lead Scoring Marketing Automation Services 120

Customer Experience Matrix

DECEMBER 1, 2014

In its current incarnation, Radius also imports a list of won and lost deals from each client’s CRM system (direct connection to Salesforce.com , batch imports from others) and shows how well each attribute correlates with success. It supplements these with conventional data sources to capture businesses with a limited digital profile.

High Quality Lead 120

High Quality Lead Small Business Marketing Ideal Customer Profiles Lead Ranking 120

Customer Experience Matrix

JANUARY 31, 2010

Small digression: most business marketing systems are designed around data from a sales automation system such as Salesforce.com. Email campaigns can execute as batch projects or trigger dialogs. Trigger dialogs have most of the same capabilities except for the advanced segmentation. Other core features are similarly powerful.

Paid Search Agency 120

Paid Search Agency Work Management Marketing Management Resource Management 120

Customer Experience Matrix

NOVEMBER 5, 2009

Joe Moloney gave a more detailed answer about limits in Salesforce.com in particular, including lack of CAN-SPAM compliance and limits on mass emails. Is Salesforce.com a threat to vendors of marketing automation solutions? Yesterday also triggered another set of thoughts regarding the importance of marketing content.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Management Marketing Automation 120

Customer Experience Matrix

JUNE 9, 2009

Marketo today officially launched “Sales Insight”, an application that makes prospect activity history directly available to sales people from within Salesforce.com. The moments are set up as real time triggers within Marketo. An average Salesforce.com seat is around $100 per month these days. There are some subtle differences.

Marketo 120

Marketo Work Management Marketing Automation Services Eloqua 120

Customer Experience Matrix

JULY 17, 2009

Campaigns can be triggered manually or run automatically on a regular schedule. Existing integrations are available for Salesforce.com, Exact Target , Avectra netForum (association membership), and RealPage (property management). The core feature of 5Buckets is its ability to run campaigns that direct output to different media.

Multi-Channel 120

Multi-Channel Marketing Automation Services Demand Generation Agencies Advertising Channels 120

Customer Experience Matrix

OCTOBER 29, 2015

Other data collection specialists include Segment.com , Aginity , Umbel , Lytics , NGData , and Woopra , although some of these do supplement database building with predictive model scores, segmentation, and/or event-based triggers. Openprise falls roughly into this second category. Current clients use Openprise in more modest ways, however.

Work Management 120

Work Management Marketing Management Marketing Automation Services Lead Ranking 120

Customer Experience Matrix

JULY 30, 2009

The current version also hosts landing pages and Web sites, manages a lead database with profiles and Web activity history, generates lead scores, sends alerts to sales people, and synchronizes data with Salesforce.com. Leads can be captured on landing pages, imported from lists or added through Salesforce.com synchronization.

Small Business Marketing 120

Small Business Marketing Bundling Work Management Paid Search Agency 120

Customer Experience Matrix

AUGUST 12, 2010

The key term here is “instant-on”, which Genius defines to mean “instantly integrated website tracking, email marketing and social media campaign tracking” along with fully automated integration with Salesforce.com, including custom objects. Since Genius has highlighted the issue, let's dive into its Web tracking.

Work Management 120

Work Management Marketing Automation Services Marketing Management Loopfuse 120

Customer Experience Matrix

FEBRUARY 24, 2009

Major themes were greater access to detailed information, more precise targeting, and tighter integration with Salesforce.com. In Marketo, each campaign is a relatively small, self-contained sequence of steps that is triggered by a particular prospect need. The changes that Fernandez described seemed good but subtle.

Marketo 120

Marketo Marketing Automation Services Marketing Management Vtrenz 120

Customer Experience Matrix

OCTOBER 19, 2010

Users can import lists, compose and send emails, build landing pages, execute multi-step event-triggered campaigns, monitor Web behaviors, score leads, exchange data with SugarCRM or (soon) Salesforce.com , and run reports. **sigh**) The system also provides a solid set of standard capabilities.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Automation Marketing Management 120

Customer Experience Matrix

JULY 22, 2011

Unlike smartphone app stores or Salesforce.com AppExchange, the marketing automation vendor app markets won’t establish their products as “platforms” for a broad range of tasks (although the vendors can dream). Events can also trigger multi-step campaigns that send an email or call an external URL.

Hubspot 120

Hubspot Marketing Automation Services API Salesforce.com 120

Customer Experience Matrix

MARCH 18, 2009

I originally spoke with Treehouse Interactive in late January, but didn’t write about them because weren’t quite ready to talk about their Salesforce.com integration. This applies both to SalesView and Salesforce.com. Since that’s critical to many demand generation users, I didn’t want to give a false impression by leaving it out.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Demand Enterprise Management 120

Customer Experience Matrix

OCTOBER 22, 2009

But the system does offer a comprehensive solution for smaller firms and, at least on the CRM side, can integrate with more powerful solutions including Salesforce.com , Microsoft Dynamics CRM and Siebel CRM On Demand. for each score, and can set up routing rules triggered by entry into each range.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Marketing Automation Services 120

Customer Experience Matrix

SEPTEMBER 1, 2009

Email campaigns are targeted at segments; Web visitors are classified into segments; behavior alerts are triggered by segments; lead scores are assigned to segments; leads are sent to the sales system based on segments; reports are run against segments. The key to Net-Results’ approach is to build everything around segments.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Small Business Marketing Marketing Automation Services 120

Customer Experience Matrix

FEBRUARY 14, 2011

Of course, another way to look at this is that the CRM vendors already do marketing automation – certainly Oracle/Siebel does, and plenty of folks would argue that Salesforce.com has adequate marketing automation capabilities for most purposes, although most experts (and I) would disagree.

Marketing Automation Services 120

Marketing Automation Services Marketing Automation CRM Work Management 120

Customer Experience Matrix

APRIL 5, 2009

Campaigns can also add a lead to a list (which might in turn trigger another campaign), update the lead score, convert a prospect to a lead and send it to the CRM system, send an email alert to a salesperson or sales manager, and publish a landing page or Web form. However, event-based triggers are limited to submission of a Web form.

Demand Generation 120

Demand Generation Digital Asset Management Demand Marketing Management 120

Customer Experience Matrix

AUGUST 21, 2009

The official launch will be in November at the Salesforce.com Dreamforce conference.) Of course, I’m generalizing about sets of vendors so there will be individual exceptions. I can't judge the new Aprimo system because I haven't had a detailed demonstration and the system won't start serving live customer until next month.

Marketing Automation Services 120

Marketing Automation Services Digital Asset Management Marketing Management Paid Search Agency 120

Customer Experience Matrix

MARCH 29, 2016

By “journey as the framework for message selection” I mean that marketing messages or campaigns are triggered when customers reach a particular journey step. Integration with Oracle Eloqua and Salesforce.com lets a new tactic automatically create a corresponding campaign in either system. So that’s pretty close.

Work Management 120

Work Management Marketing Management Multi-Touch Attribution Optimization 120

Customer Experience Matrix

DECEMBER 26, 2014

Salespeople can also send through Gmail , Salesforce.com , or Microsoft Dynamics CRM. workflows support multiple steps, event-based triggers, wait stages, and a wide variety of actions including lead scoring, lead distribution, list management, alerts, and calls to external Web hooks.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Automation Marketing Management 120

Customer Experience Matrix

JULY 1, 2016

Model inputs include content consumption as sourced from Bombora, behaviors captured by a YesPath Javascript tag on the marketers’ own Web site and emails, and campaign responses imported from CRM ( Salesforce.com only so far) and marketing automation (the first integration will be announced shortly).

Account Based Marketing 120

Account Based Marketing ABM Work Management Marketing Management 120

Customer Experience Matrix

NOVEMBER 1, 2013

date from the mid-2000s and were originally built to feed leads to Salesforce.com. But the workflow engine provided a wide range of prebuilt actions, triggers, and conditions. The current marketing automation leaders – Oracle Eloqua , Marketo , Salesforce Pardot , Silverpop , Act-On, etc.

Marketing Automation Services 120

Marketing Automation Services Enterprise Management Marketing Management Marketing Automation 120

Customer Experience Matrix

JANUARY 31, 2014

It also provides the rest of the standard marketing automation functions, including landing pages and microsites, Web behavior tracking, lead scoring, and integration with Salesforce.com. Events also act as triggers for actions within workflows, which begin with contact lists and can be filtered based on attributes and behaviors.

Marketing Automation Services 120

Marketing Automation Services Digital Asset Management Marketing Management Marketing Automation 120

Customer Experience Matrix

NOVEMBER 29, 2010

Treehouse has since enabled imported data to trigger campaign actions, and promises behavior-based triggers in the near future. GoToWebinar When I last wrote about Treehouse, it had just added Salesforce.com integration. See my original post for more details. form integration. download and document management.

Features 120

Features Marketing Automation Services Marketing Management Salesforce.com 120

Customer Experience Matrix

JUNE 10, 2008

Functionally, it covers all the demand generation bases: outbound email, landing pages, Web site monitoring, lead scoring, multi-step nurturing programs, prospect database, analytics, Salesforce.com integration. Leads can also enter a campaign through triggers. It even adds A/B testing for landing pages, which you don’t see everywhere.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Marketo Marketing Automation Services 120

Customer Experience Matrix

JANUARY 24, 2015

The features within these functions are unusually sophisticated for a micro-business system: email includes dynamic content and a/b tests; Web pages also support a/b testing; Web forms allow progressive profiling; email and Web responses can automatically trigger a follow-up action. Full disclosure: I’ve consulted for them.)

Marketing Automation Services 120

Marketing Automation Services Small Business Marketing Paid Search Agency Marketing Report 120

Customer Experience Matrix

MARCH 30, 2009

The latest version actually offers integration with Salesforce.com as well, making the system more suitable for larger organizations. Leads can enter a sequence when they fill out a Web form, are manually added by the user, or trigger the conditions specified in a “global rule”.

Demand Generation 120

Demand Generation Small Business Marketing Cost Demand 120

Customer Experience Matrix

MAY 6, 2010

Submission can also trigger a confirmation email, send the visitor to a confirmation Web page, and send an alert email to company staff. Leads enter nurture programs through triggers, which can be based on assignment of a new lead type or Web events such as email clicks, page views and downloads. So far so good.

Small Business Marketing 120

Small Business Marketing Marketing Management Planning Paid Search Agency 120

Customer Experience Matrix

OCTOBER 10, 2011

It then modifies them and changes the thresholds that trigger actions such as sending a lead to sales. It can also combine the scoring rules with custom database queries to further refine how they trigger system activities. Speaking of CRM, Beanstalk has existing connectors for Salesforce.com , NetSuite and Leads360.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Management Marketing Automation 120

Customer Experience Matrix

MARCH 16, 2011

This works directly from a Salesforce.com database, using the Salesforce.com email engine but applying eTrigue email authoring, campaign structures, Web tracking, and lead scores. That's a richer feature set than most marketing automation systems targeted towards the small and mid-size business.

Marketing Automation Services 120

Marketing Automation Services Marketing Automation Automation Features 120

Customer Experience Matrix

JUNE 9, 2011

Decision rules can take into account capacity constraints such as call center workload; customer propensities; current and previous interactions; channel distinctions; offer eligibility; and event-based triggers. Interactions can kick off complex back-end workflows for follow-up treatments.

Work Management 120

Work Management Marketing Management Cost Software 120

Customer Experience Matrix

OCTOBER 18, 2012

The vendor has integrated with Orbis Global for marketing resource management and has an AppExchange integration with Salesforce.com. The schedules can have a fixed date, recur at fixed intervals (from minutes to weeks), or be triggered by events. This could be triggered by a tag embedded in Web page or call center screen.

Marketing Automation Services 120

Marketing Automation Services Digital Asset Management Interactive Marketing Enterprise Management 120

Customer Experience Matrix

JULY 14, 2009

A page view can also trigger actions including test execution, personalization, data updates, parameter setting, sales alerts, and calls to external scripts. It will also support emails triggered by Web page visits. Still, the company does plan move beyond Web marketing by adding outbound email campaigns in a few weeks.

Work Management 120

Work Management Marketing Management Marketing Automation Services Analytics 120

Customer Experience Matrix

JUNE 18, 2008

Sales force contacts are, of course, captured through two-way integration Salesforce.com and other sales automation systems. Working in yet another dimension, the system extends to channels beyond Web and email. It can manage call center scripts internally, using special versions of its Web forms.

Market2Lead 120

Market2Lead Enterprise Management Demand Generation Agencies Demand Generation 120