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Businesses nowadays are relying more on marketing automation solutions to upgrade their marketing approach and to expand their outreach. Do you know 51% of global businesses are utilizing this new concept? No doubt, they are experiencing greater heights?

Now the question is why?

Introducing marketing automation software in a business process leads to better business ROI, raises customer satisfaction, improves work efficiency, and boosts productivity. The reasons are enough to compel the marketers to make the right decision. Along with RPA solutions, businesses are also investing in this software and solutions so as to attain a large percentage of profit.

Before we get down with our topic, let us understand what is marketing automation software?

How would you define marketing automation software?

Marketing automation software is somewhat similar to the AI chatbot software & solutions. It is used to deliver targeted messages, nurture leads, and automate repetitive tasks with the help of the integrated CRM (customer relationship management) and customer data platform software. Some probable jobs done by this software are – sending emails, running ad campaigns, making social media posts, etc. In short, the software is well-designed to deliver a more personalized experience to the customers.

Is that what your business goals are? In that case, choosing the right marketing automation software and upgrading your business with automated solutions will be the best fit. Here we have covered a few tips and tricks, following which you can certainly compare different automation tools and find the most appropriate ones.

5 Tips to choose the best marketing automation software and solution for the business

  • User-friendly interface: Even if you look for RPA solutions for your business, you make sure the software has a user-friendly interface so that users find it easier to perform their jobs. The same goes for your marketing automation software and solutions.

    Since the software is purposely designed to streamline the customer support services, it should be simple, overwhelming, and friendly enough to serve the purpose. The easy-to-use interface should allow the users to navigate all through the platform, accessing the analytics, creating emails and messages, and performing other tasks that leverage their business.

    Guys, you should remember one thing, an automation tool isn't a simple thing to incorporate. To enhance the UX, having a user-friendly interface is mandatory.  
     

  • Integrated features: Once you have determined the interface, it is time to figure out the integrated features. A different marketing automation tool provides a different set of features. Hence making your choice based on the software capabilities is essential.

    List down the integrations that you actually need for your business process. Some essential integrations are penned down below.

    • Email marketing support
    • Rich with CRM feature
    • Social media automation
    • Customer journey articulation
    • A/B testing and analytics
    • Accessible to dashboard

      Is your automation software rich with the key features mentioned above? Studies say that the software accompanied with such integrations increases the sales productivity by 14.5%. If you are interested to gain such profits, you must end up choosing the highly-featured software.

  • Customer support: Probably you have heard marketers are including a live chatbot for website so that it becomes easier for the visitors or customers to connect with the brand whenever necessary. The importance of chatbots is not yet to be known to others. However, you just can't forget the integration of marketing automation software as well. It is equally substantial for enhancing customer support.

    Check out the type of customer support service available through the software. Usually, a well-designed software provides phone, email, live chat support solutions to the customers whenever they contact the brand. It offers 24/7 customer service so as to deliver optimum customer support solutions to the business.

    If such services are unavailable, make sure you look for other marketing automation solutions.

  • Pricing and scalability: What about the pricing and scalability features? When you think about automation software, you personally believe that irrespective of the investment, you can enjoy a good profit in return. Isn't it? Hence, to find out a perfect software tool, checking out the pricing structure based on its capability is far more essential.

    Now, you can certainly choose a package based on your business requirements. Suppose, you need a platform just to send email messages to a small group of your B2B customers. In that case, a comprehensive package is a waste of money. Moreover, some packages grow with your business's scalability. You can invest good capital in it to enjoy high ROI in the near future.

  • Onboarding features: Once you have decided on your marketing automation tool, it is obvious that you are preparing to install one for your business operations. But before you sign up for a deal, you should have a clear outlook about the setup and onboarding process.

    Is there any onboarding charge? Some platforms demand a few dollars to set up and run the software for customer support. Instead of getting stuck in between, you should have complete knowledge of this.

    Another thing that you should consider is remote accessibility. Can the software work remotely? For example, when you include AI chatbot software & solutions, you can actually access them remotely whenever needed. That’s the specialty of this software. Similarly, the marketing automation tool should also possess remote access allowing the users to get through the analytics and other features remotely via several devices.

    Even if it is tedious, have proper research on the marketing automation platform and choose the right one as per your company's needs.

Key takeaway

While you introduce a live chatbot for a website, make sure you even utilize marketing automation software to gain immediate benefits as discussed in the previous section. This helps brands to improve their customer service and nurture the existing relationship with the customers across several channels.

Personalizing customer experience is indeed a challenging part of the business. However, you can overcome this conflict by leveraging marketing automation solutions.

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