Saturday January 2, 2021 By Dave
The 5 Best Marketing Automation Companies of 2021

You can get a advertising and marketing automation device and attempt to determine it out your self.

Or you can get a advertising and marketing automation firm to do every part.

Look, advertising and marketing automation will get loopy difficult.

Lead routing, lead monitoring, marketing campaign measurement, all of the emails and touchdown pages, lead nurturing, dozens of segmentation lists, it goes on and on.

To not point out a deep integration along with your CRM which has to work flawlessly.

Your total advertising and marketing program is determined by getting advertising and marketing automation proper.

The very best gross sales groups already work with prime Salesforce companions to get every part arrange from the start.

It’s about time that advertising and marketing groups adopted their instance.

Don’t simply search for a advertising and marketing automation device, discover a advertising and marketing automation firm (company) that may show you how to with every part.

The 5 Finest Advertising Automation Corporations

A few of us in that advertising and marketing automation firms are: 

  1. Neil Patel Digital – Finest for Content material Advertising Automation
  2. LeadMD – Finest for Tech Stack Integration
  3. CS2 Marketing – Finest for On-call Advertising Operations
  4. Bluewolf – Finest for Salesforce Automation
  5. Perkuto – Finest for Marketo Automation

Let’s dive into every.

#1 Neil Patel Digital – Finest for Content material Advertising Automation

If there’s one digital promoting channel that cuts throughout all others, together with automation, it needs to be content material advertising and marketing. 

I’m not right here to remind you that content material is king. You already know! 

Even with advertising and marketing automation, content material advertising and marketing drives every part. You want the best content material in the best emails to maintain leads transferring down the funnel.

Tons of billion greenback startups have constructed their gross sales and advertising and marketing course of round content material. And it really works fantastically.

And it’s an space my staff at Neil Patel Digital shines the brightest. 


We’ve rolled out content material applications for your complete gross sales cycle throughout many Fortune 500 manufacturers.

I really consider we’re probably the greatest firms at content material, interval.

For those who’d like content material advertising and marketing and advertising and marketing automation working collectively seamlessly, we must always chat. 

#2 LeadMD – Finest for Tech Stack Integration

Marketing automation frees you (and related individuals in your staff) from mundane duties. 

For instance, say somebody indicators as much as obtain a whitepaper in your touchdown web page. 

They fill out the shape fields, your CRM collects this knowledge, creates tags based mostly on the data supplied, and segments them into related electronic mail lists. 

That electronic mail sequence might embrace 180 days or branching electronic mail logic based mostly on their actions and gross sales stage.

For this to work nicely, you’ll want tight integrations between your:

  • Advertising automation device
  • CRM device
  • Touchdown web page device
  • Software program trials and accounts
  • Ecommerce accounts
  • Subscription settings
  • Buyer assist instruments
  • Deduplication instruments

And dozens of small instruments that affect your customers.

If that seems like lots, that’s as a result of it’s.

These methods get extraordinarily difficult in a short time.

You’ll want a staff that is aware of how you can get every part working collectively. One damaged hyperlink within the chain might dump 1000’s of leads accidentally, costing you lots of of 1000’s of {dollars}. I’ve seen it occur numerous occasions.

LeadMD focuses on establishing some of these integrations:

LeadMD is the go-to advertising and marketing automation firm for integrating your tech stack. 

For those who really feel actually good about the remainder of your advertising and marketing technique and simply need assistance with getting all of the infrastructure working accurately, attain out to them.

#3 CS2 Advertising – Finest for On-call Advertising Operations

When you get your advertising and marketing automation absolutely applied, that’s not the tip.

New advertising and marketing operations initiatives come up on a regular basis.

A sizzling new marketing campaign must get added to your automation. Gross sales desires to tweak the lead scoring or MQL definition. IT adjustments one in every of your instruments and that you must re-implement that a part of the stack.

Numerous initiatives (giant and small) will come up.

One choice is to rent a full-time advertising and marketing operations individual. That’ll simply price $100K absolutely loaded with advantages, taxes, and advertising and marketing fee compensation.

Or you will discover a advertising and marketing automation firm that makes a speciality of scaling up and down as you want them.

That’s precisely what Cs2 Marketing does.

First, you’ll be able to join a contract to get ongoing consulting. That is tremendous helpful to ensure you’re not by chance lighting your entire advertising and marketing stack on hearth.

Then, when you will have a venture some up, they’ve an entire staff that may execute it for you.

That is good for mid-size firms that have to maintain each greenback centered on buyer acquisition for so long as potential.

#4 Bluewolf – Finest for Salesforce Automation

I’m going to say one thing controversial.

Oftentimes, how your advertising and marketing automation device integrates with Salesforce is extra necessary than the advertising and marketing device itself.

In spite of everything, your small business lives and dies in your CRM, which is often Salesforce.

One approach to get every part working proper is to work backwards. Get your CRM dialed, then power your advertising and marketing automation device to work the identical means.

So earlier than leaping right into a deep advertising and marketing automation device implementation, contemplate getting a prime CRM company to assist with Salesforce.

For this, take a look at Bluewolf.

Bluewolf is an IBM firm, and that alone speaks volumes about this company’s fame. They largely serve enterprise manufacturers and are ready to deal with something you could throw at them.

Bluewolf can also be international. They’ve about 24 offices unfold throughout totally different continents. 

#5 Perkuto – Finest for Marketo Automation

Marketo is a one highly effective device. For those who’re already utilizing it and wish to go actually deep along with your implementation, take a look at Perkuto

You can say that Perkuto is THE top-most Marketo professional, having achieved the “Marketo Have interaction” standing and works with a staff of over 50 marketing automation strategists and hardcore engineers.

If it may be performed in Marketro, Perkuto could make it occur.

I’d positively attain out to them when you have a Marketo implementation that’s gone haywire and also you want critical experience to repair all of it. In these circumstances, you desire a prime professional to get you again on monitor. They’re price each penny.

5 Traits That Make a Nice Advertising Automation Firm

When taking a look at advertising and marketing automation firms, what must you prioritize?

What are the crimson flags?

What indicators let you know that somebody is among the finest?

I begin by in search of these traits.

1. ROI Earlier than Tech

Some engineers and infrastructure people love tech for tech’s sake.

Not all, however some do.

In advertising and marketing, that’s tremendous harmful.

You want a advertising and marketing automation implementation that generates actual ROI. You spend $X. It must generate greater than $X. That’s the entire level of selling.

In any other case, it’s only a waste of time.

When taking a look at advertising and marketing automation firms, they need to have an excessive deal with driving ROI. It ought to be the lens that they filter each suggestion by way of.

Even higher, they need to discuss income development and ROI naturally. You shouldn’t really feel like it’s important to push them right here.

2. Expertise With Corporations Larger Than You

When working with any advertising and marketing automation firm, ensure you’re not the largest buyer.

The very last thing you need is for a vendor to patch your implementation collectively as a result of it’s the primary time they’re dealt with your advanced use-case.

You don’t need the advertising and marketing automation firm to study in your dime. Your implementation will endure. Tech debt will pile up and also you’ll find yourself paying to repair it later.

Ask the corporate for case research and a listing of shoppers in an identical business as you. A lot of them ought to be bigger. If not, deal with it as a crimson flag. 

3. Deep Expertise With Your Advertising Tech Stack

In any advertising and marketing automation device, there are dozens of various methods to arrange any workflow or function.

You don’t need it to only work, You need it arrange so it has that good stability between scalability and suppleness.

That’s not straightforward to do.

To know what choice is finest, it takes a number of trial and error with each device. And expertise throughout dozens of shoppers and implementations.

So even when a advertising and marketing automation firm has a ton of expertise, make sure that they’ve expertise along with your advertising and marketing tech stack.

In any other case, maintain trying.

4. Costly

A advertising and marketing automation (and CRM) implementation is one space you don’t want to chop corners.

We’re speaking about foundational infrastructure that routes each lead of your small business.

Any leaks means you’ll lose critical cash.

And sense these methods get extraordinarily difficult, it’s straightforward for stuff to fall by way of the cracks.

So whenever you’re procuring round with totally different firms, have a look at low costs as a crimson flag. The skilled people will know their worth and cost accordingly.

Spend the cash to get your advertising and marketing automation arrange accurately. It’ll immediately pay for itself.

5. A Need to Coach

As you begin speaking with firms, one of the best ones may have an innate want to teach you and your staff.

Even when they deal with 100% of the preliminary implementation, they know that your staff must handle and function all of it.

Speaking finest practices, guiding your staff, and empathetic teaching will guarantee that your implementation stays clear for years to return.

On any given name, you need to really feel such as you’re studying. That’s a very good signal they’ll proceed to teach your staff all through your complete implementation.

What to Anticipate from a Nice Advertising Automation Firm

When you begin to attain out to advertising and marketing automation firms, count on to undergo these steps.

1. Filling out the contact kind

Since advertising and marketing automation initiatives are main rollouts, count on an in-depth gross sales course of earlier than getting began.

The advertising and marketing automation additionally must do a deep dive in your wants earlier than having the ability to provide you with even a basic worth vary.

Search for the contact type of their web site and use that to get began.

2. The invention name

After submitting out the contact kind, you need to obtain a reply fairly shortly.

Any nice staff will likely be loopy attentive to any new prospects. Anticipate a reply inside 24 hours.

For those who don’t get a reply, that is likely to be an indication that you just’re a poor match for that firm. For instance, the businesses focusing on enterprise shoppers will most likely ignore smaller startups that want a fundamental implementation for a advertising and marketing staff of 2-3 individuals. It’s simply too small for them. In these circumstances, they sometimes don’t reply in any respect.

So in case you don’t get a response and also you’re a smaller firm, search for people that function shoppers on their web site which are nearer to your dimension.

When you get a reply, you’ll often get requested to leap on a discovery name. There gained’t be a lot pitching on this name. As a substitute, the advertising and marketing automation firm will wish to study as a lot about you as potential. They’ll ask you issues like:

  • Funds
  • Timelines
  • Your advertising and marketing tech stack
  • Firm dimension
  • Key stakeholders
  • Laborious necessities for the venture

I like to recommend that you just sit down and provide you with clear solutions to those gadgets earlier than the invention name. That can maintain the method transferring shortly.

The clearer you may be with the associate, the extra possible they’ll be capable of ship what you need.

3. The Proposal

Relying on the complexity of your implementation, you might need a number of calls to scope out the total venture.

As soon as every part has been clarified, count on to get a proposal that breaks down the total price, timelines, and deliverables of the venture.

For those who wince on the worth, it’s most likely in the best vary. Implementation charges for CRMs and advertising and marketing automation instruments are fairly excessive.

One different factor, actually double and triple test all the necessities along with your staff. Search for holes and gadgets that you just missed within the spec. Altering necessities later will get actually tough. Finest to get any adjustments added to the proposal now.

Additionally ask the corporate how they deal with mid-project scope adjustments within the occasion that it occurs. Normally, they’ll have an hourly fee that they cost for any extra work.

4. Signal and get began

When you’re prepared, signal the proposals and get the venture going.

After every part is signed, the advertising and marketing automation firm often takes the lead. So long as you’re responsive in your aspect, issues often keep transferring with out you having to push on them.

The preliminary course of often begins with:

  • Introductions to the entire implementation staff
  • A kick-off name
  • Scheduling for normal check-ins
  • Calls with inner consultants to undergo all particulars

Are the High Advertising Automation Corporations Price it?

I consider so.

Any critical advertising and marketing staff will want a totally operational advertising and marketing automation device.

And advertising and marketing automation instruments have gotten so difficult that it’s unwise to muddle by way of them your self.

You need an skilled staff to roll out your device the best means. It prices much more upfront but it surely’ll prevent a ton of cash in the long term.

I used to be talking to a VP of Advertising the opposite day. He labored at a top-tier advertising and marketing staff, managing lots of of 1000’s of leads. He turned to me and stated “, the opposite day, we found 100,000 leads that acquired misplaced in our advertising and marketing automation device. They had been simply sitting there. For like a yr.”

That’s nuts! Consider all of the misplaced income.

And it occurs on a regular basis.

Go searching, attain out to a couple consultants on this house, and get it performed proper.

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