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Optify Lets Agencies Provide Small Business with Marketing Automation, Distributed Marketing, and Sales Enablement

Customer Experience Matrix

Optify was founded in 2008 and launched its original product, a search engine optimization (SEO) tool, about a year later. Moving towards the middle of the funnel, Optify offers reasonably powerful email and landing page builders, based on templates or HTML. CRM integration is currently limited to sending data to Salesforce.com.

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True Influence Opens a Window into Future Demand Generation

Customer Experience Matrix

In a third stage, variety diminishes as widely successful approaches become templates for standard configurations. The system includes a resource library for both internal assets (templates, emails, Web forms, etc.) True Influence has existing integrations with Salesforce.com and SugarCRM.

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New Marketing Automation Options for Small Business in the VEST Report

Customer Experience Matrix

While GreenRope is new to the VEST report, the company itself was founded in 2008. It creates email templates with personalization and embedded links but no dynamic content. All plans include unlimited users and unlimited emails, which isn’t always the case with small business systems. Most clients have fewer than ten employees.

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Act-On Software Does List-Based Demand Generation

Customer Experience Matrix

In most ways, working with Act-On is like working with other products: users build emails, landing pages and Web forms; track activities through page tags and cookies; do scoring and segmentation with activity history and lead attributes; and pass qualified leads to Salesforce.com. They can also import lists and execute email campaigns.

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LeadLife Mixes Advanced and Simple Features

Customer Experience Matrix

But it lacks other features that are equally advanced: approval workflows, templates linked to deployed content, split tests, campaign actions to update data values, support for channels beyond email, and, most important, any way to direct leads from one campaign to another. and execute actions when leads meet status and score thresholds.