Sales and Marketing Automation Software

Intelligent sales and marketing automation software from The-SoftwareFactory automates your customer communication, engagement and conversion funnel. Its combination of CRM, lead automation, email marketing and marketing automation allows you to connect with customers in a relevant way at the right time.

Efficiently manage your sales pipeline, convert more leads to customers, and close more deals with sales software by Pipedrive. Pipedrive lets you create an automated sales pipeline that maximizes repeat business and referrals; it also integrates with most CRMs.

 HubSpot Review — The Best Sales, Customer Service, and Marketing Automation Software

If you’re looking for an easy way to automate your sales, customer service, and marketing processes, HubSpot Growth Suite is an excellent and affordable solution. 

And the best part? HubSpot goes beyond automating your business processes. It also helps integrate and optimize different departments in one centralized location, thus streamlining your entire business’s workflow. 

This means teams don’t have to jump from software to software to get the information they need, and you can automate the data transfer process from one team to the next. 

However, their marketing automation capabilities are powerful on their own, with features like:

  • Blog post and SEO planning
  • Ad tracking and management
  • Social media management
  • AI-powered live chat
  • Email marketing
  • Forms and landing pages
  • Revenue attribution reporting
  • Visual workflow builder
  • Account-based marketing
  • A/B split testing
  • Predictive lead scoring

HubSpot offers basic features, like emails, landing pages, forms, and live chat capabilities for unlimited users absolutely free. So, you can try it out without spending a penny. 

Alternatively, you can sign up for a free demo to see all of their advanced features in action. 

The Growth Suite (sales, marketing, CRM, and customer service) starts at $50 per month for two users and up to 1,000 contacts, making it extremely affordable for most businesses. You can add another 1,000 contacts for $11.25 per month, and additional users cost $6 per month.

But they also have advanced plans for larger and more complex campaigns, including:

  • Professional — $1,780 per month for advanced features
  • Enterprise — $4,000 per month for all features

Professional starts with 2,000 contacts, and you can add contacts in increments of 5,000 for $250 per month. Enterprise starts with 10,000 contacts, and it’s only $100 per additional 10,000 contacts. Basically, HubSpot makes it cheaper to grow faster.

Plus, if you’re a current member or alumni of HubSpot’s approved incubator, accelerator, or Venture Capital partners with a round of Series A funding under your belt, you can get up to 90% off your first year

 EngageBay Review — The Best for Improving Your Customer Support

How does marketing automation help your support team? EngageBay knows you can’t have sales, marketing, and support existing only in siloes, especially if you sell a product or service where post-sale engagement is every bit as crucial as getting to a sale in the first place.

Specifically, EngageBay’s automation capabilities help your customer service in a couple of ways. First, the same automation tools that allow you to set up triggers, email sequences, and drip campaigns are also available to support reps.

In this platform, you can set up automations based on several service triggers:

  • Ticket creation
  • Ticket status change
  • Ticket priority change
  • Assigned rep change
  • Tags added or removed

EngageBay has an easy-to-use automation builder that allows you to set actions or conditions based on those triggers, making it easy to streamline the flow of support requests and lessen the pressure on your reps to handle backlog. Priorities and assignees are set clearly and updated automatically, taking a lot of manual work off your plate.

But the second, and perhaps bigger, benefit is how well this integrates with marketing and sales automation to create a better customer experience from start to finish.

EngageBay’s automation tools can start from the moment a prospect expresses interest by joining your list. From there, through your sales funnel and beyond the purchase, this CRM can take care of routine touchpoints, nurturing, warming up, and more.

With all that information and interaction gathered, your support reps are well-prepared to handle anything your customers can throw at them with ease and grace.

That’s big, especially if your service team is handling more than troubleshooting issues. Maybe your service team also provides continuing customer training (something that’s common in B2B SaaS) or often puts on their sales hats to handle adding services or upgrades. With all of EngageBay’s automation tools capturing each customer’s entire journey, your support team is never without context or key information, so they can keep impressing the people who buy from you.

Maybe best of all, EngageBay can be tried out for completely free. They have a free-forever package that lacks the automation tools, but allows you to get used to the platform and dashboard.

Automation tools start at $29.99 per user/month in the Growth plan. That can handle up to 50,000 contacts and 25,000 branded emails per month. Need more contacts? Upgrade to Pro for $47.99 per user/month to have no limits on the number of contacts, plus get double the emails that Growth offers and more advanced features.

Bring together your three core departments and provide them all the same useful automation tools by signing up with EngageBay today.

ManyChat

Marketing automation isn’t just about email. Imagine automating some of the more repetitive conversations on other platforms. ManyChat functions as a chat bot that can do just that on Facebook Messenger and through SMS.

A bot can be built in minutes with their templates and easy-to-use interface with drag-and-drop capability. In addition, the information you learn about your users can be synced to your CRM and other tools.

manychat facebook messenger and sms automation software

ActiveCampaign

ActiveCampaign is used by over 90,000 small businesses and is one of the overall best marketing automation platforms. They were also the first to pioneer the visual automation sequence builder.

ActiveCampaign's visual automation editor

At Venture Harbour, we decided to move all of our ventures to ActiveCampaign in 2016. As a team of six running nine ventures, you can imagine how important a role automation plays – and so our bar was quite high when reviewing marketing automation tools.

But ActiveCampaign has delivered – and then some.

As a result of being so intuitive, our team is able to build complex automation sequences with virtually no support or training required. Predictive sendingpredictive content and automation split tests enable us to let our automation sequences optimise themselves using machine learning.

ActiveCampaign split automations

Impressively, ActiveCampaign’s pricing makes them one of the most affordable marketing automation tools on the market. And unlike tools like HubSpot, which start cheap and become eye-watering expensive, ActiveCampaign remains affordable as you grow.

The final point worth noting about ActiveCampaign is that they’re constantly releasing new features to stay in the lead. In the last year, ActiveCampaign’s released predictive contentattributionsite messages and more. Another recent feature that we’ve found to be a great time-saver is being able to import and share automation ‘recipes’ in a couple of clicks to build on sequences built by the ActiveCampaign community.

ActiveCampaign automation recipes

Frankly, I can’t really think of anything negative to say about ActiveCampaign without being too pernickety. The worst part of ActiveCampaign is probably their reporting, though it’s still better than most automation providers.

As a little extra, we’ve negotiated on your behalf for Venture Harbour readers to get up to $5,000 in free services, including free implementation and migration, your second month free of charge, free CRM with sales automation, and more. 

Important: To lock in this offer, you need to book your demo on this page. As this page doesn’t contain too much information about the ActiveCampaign platform itself, you can see more of that here.

Conclusion


Keep track of your contacts with Salesforce CRM integration, tap into the strength of marketing automation with automation workflows, send emails directly from your CRM records, access the power of social media to easily schedule posts and monitor responses

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