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The Eight Best Social CRM Tools


Social customer relationship management (CRM) was being written about as a distinct product category as far back as 2008, but market interest really began to take off the following year. How does social CRM differ from traditional CRM? Pricing: contact vendor for pricing.

CRM 79

Implementing Your Lead Nurturing Campaigns; Free Templates That Help You Plan


How do they make vendor decisions? You need to plan these drip campaigns meticulously, understanding how to shift prospects from list to list, what content to be sent, and when CRM (like Salesforce) lead transfer occurs. Below is an example of our nurture flow templates.

Trending Sources

LeadLiaison Helps Marketing Automation Users Break the Content Bottleneck

Customer Experience Matrix

There are several third-party networks that offer this sort of service, but I’m not aware of any other marketing automation vendor that has developed their own. Salespeople can also send through Gmail , , or Microsoft Dynamics CRM.

Help 64

Mautic Offers Free, Open Source Marketing Automation

Customer Experience Matrix

Open source has been successful in related applications including analytics (R, Jaspersoft, Pentaho), CRM (SugarCRM, vTiger) and Web content management (WordPress, Joomla, Drupal). It is also putting together its own set of templates and workflows to help users get started.

The 14 Best Marketing Automation Tools


Pricing: contact vendor. This tool enables you to create and send e-mail newsletter and service e-mails (such as transaction e-mails and event or date triggered e-mails). There’s a reporting function, and facilities to create email templates.”

Tools 48

SalesFusion Combines Online and Offline Marketing with CRM

Customer Experience Matrix

Summary: SalesFusion combines all channels within marketing, and merges marketing automation with CRM as well. This breadth isn’t accompanied by tremendous depth: SalesFusion’s campaign management and built-in CRM tools are a bit limited. 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 , Microsoft Dynamics CRM and Siebel CRM On Demand.

Zaius Offers Mid-Market Customer Data Platform Plus Analytics and Campaigns

Customer Experience Matrix

I probably wasn’t helped by Zaius’ Web site, which calls it a “B2C CRM” and then lists single customer view, real-time marketing automation, and cross-channel attribution as its main features. In fact, CRM and marketing automation are feeder systems to CDPs, so you could argue it’s logically impossible for the same system to be both. The vendor plans to add direct mail and browser push channels in the future.

SMS 40

Getting to Yes: 5 Marketing Automation Myths Debunked

Marketing Action

Maybe this is (partly) why Forrester Research (and some vendors) prefer the term “lead-to-revenue” platform. Create an attractive email using a built-in, drag-and-drop-easy template. Two marketers walk into a bar.

Openprise Gives Marketers Easy(ish) Tool to Manage Their Data

Customer Experience Matrix

When I first described Customer Data Platforms two and half years ago, all the vendors offered an application such as predictive analytics or campaign management in addition to the "pure" CDP function of building the customer database.

MakesBridge Offers Powerful Features to Small Business Marketers

Customer Experience Matrix

There are plenty of other vendors serving micro-businesses. I’ve previously reviewed Genoo , which supplements the standard marketing automation features with Web hosting and built-in CRM but no shopping cart. Canterris , NurtureHQ , and mKubed all provide email, Web visitor tracking, nurture campaigns, lead scoring, and CRM integration (( for Canterris and NurtureHQ; its own CRM for mKubed) for under $500 per month.

3 Steps to Choosing the Right Marketing Automation Solution for Your Agency

Marketing Action

Before you even get started in the process of evaluating vendors: Take a long look at your own organization and your existing marketing processes; what do you want to do more? Ready-made templates you can use right out of the box. Will the vendor listen and respond to your needs?

How to Do Market Research: A Step-by-Step Guide to Understanding Your Buyer's Journey


To get started with creating your personas, check out these free templates , as well as this helpful tool. If you're using a CRM system , you can run a report of deals that closed within the past six months and filter it for the characteristics you're looking for.

Balihoo Offers "Local Marketing Automation" for Channel Partners

Customer Experience Matrix

General purpose marketing automation vendors also compete for this business with what are usually called “distributed marketing” options. These are then pulled into promotion templates as needed, meaning that much localization is fully automatic. The system also stores a customer list – owned by and only accessible to the channel partner – which can function as a simple CRM system. several vendors offer media buying.

How To Create Lovable B2B Marketing with HubSpot 3

The Forward Observer

25-50% of sales go to the vendor that responds first. Email : The email system is closely integrated with the contacts database, workflows social media, dynamic content and a company’s CRM system.

SessionM Expands from Loyalty to Full Customer Engagement Management

Customer Experience Matrix

Compared with these vendors, SessionM’s loyalty features are probably its most unusual feature. It can also ingest data from other sources such as a Customer Data Platform or CRM system. Message delivery can be scheduled or triggered by variables such as time, frequency, and customer behaviors. Messages are built from templates that can include dynamic elements selected by rules or models.

Jeff Pedowitz on The State of Marketing Automation


Vendors are getting much better at making the applications easier to use and are producing templates that streamline adoption. Pay-for-performance pricing could be a very useful trigger to drive faster marketing adoption. It would appear that marketing automation vendors share a certain enmity when it comes to their competitors. Vendors need to work much harder at collaborating to educate the market.

Comparing Demand Generation Systems

Customer Experience Matrix

But, as I think I wrote in a comment since then, I now believe the best approach is to define several applications and score the vendors in terms of their suitability for each. Key functions include landing pages, data capture surveys, and trigger-based personalized email. Key functions including lead scoring, surveys, data enhancement, lead assignment, and CRM integration.

True Influence Opens a Window into Future Demand Generation

Customer Experience Matrix

This leads to more variety as vendors experiment with different approaches to a now-defined problem. In a third stage, variety diminishes as widely successful approaches become templates for standard configurations. This means new products reflect the lessons each vendor has drawn from the industry’s history to date. Most other vendors charge extra for a dedicated IP address if they make it available at all. -

The Technology You Need to Fix Dismal Lead-to-Customer Conversion Rates


The best way to find this fit is to run a trial of a potential new vendor. Be Happy With Your Email Templates. Many marketers sign up for a new email service provider only to discover, halfway through producing their first email, that they can’t live with the template.

Demand Generation Usability Scores - Part 1

Customer Experience Matrix

(note: this is a slightly revised version of the original post, reflecting vendor feedback.) In both cases, I see the basic flow as an outbound email, landing page, multi-step nurturing campaign, lead scoring, and transfer to a CRM system for sales followup. The only exceptions were a couple of cases where it seemed most fair to give a vendor half-credit. Let's look at the items I've chosen and how I've scored the vendors listed in the Raab Guide to Demand Generation Systems.

Genoo Offers Web Marketing for Small Business

Customer Experience Matrix

For other small business systems, see my list of demand generation vendors from last November.) Pages can be built with Genoo’s free standard design templates or clients can pay Genoo $500 for a custom template. Submission can also trigger a confirmation email, send the visitor to a confirmation Web page, and send an alert email to company staff. Nurture programs contain one or more emails, each sent a specified number of days after the initial trigger event.

Eloqua Adds Free Implementation Offering

Customer Experience Matrix

Eloqua Senior Vice President Paul Teshima, who is in charge of post-sales support, said the new program includes system configuration, CRM data integration, setting up an email template, landing page, three-touch lead nurturing program and a lead scoring discussion. The difference in scope between QuickStart and SmartStart provides a useful reminder of the importance of digging into the details of vendor claims about deployment.

Entiera Offers Consumer Marketing Automation Software as a Service

Customer Experience Matrix

My template for demand generation systems includes outbound email, landing pages, lead scoring, nurturing campaigns, and CRM integration, while my template for (consumer) marketing automation has planning, project management, content management, execution, and analysis. This makes them sound more like a “hosted” vendor than “Software-as-a-Service” (SaaS), per the distinction in my July 25 post. This is unusual among consumer marketing automation vendors.

SiteCore Adds Analytics and Marketing To Web Content Management

Customer Experience Matrix

Channel-specific marketing automation is less appealing but should help to keep marketing automation vendors on their toes. I commented last month that more Web content management system (CMS) vendors are adding marketing automation features. Capturing detailed information with such systems involves much more than adding one code snippet to a shared page template. It will also support emails triggered by Web page visits.

Treehouse Interactive MarketingView Combines Demand Generation with Campaign ROI Tracking

Customer Experience Matrix

It provides a pretty typical email builder, with a graphical editor that lets users modify HTML templates and insert personalization variables. I was just discussing this recently with another vendor who also gives everybody their own IP address, and it seems the cost is quite minimal. So far as I’m concerned, it should be provided by every vendor as part of their base price. The only other demand generation vendor I’ve seen with serious partner management is Marketbright.