Marketing Automation Software Resources

Articles, Glossary Terms, Discussions, Topics, and Reports to expand your knowledge on Marketing Automation Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, topics to contrast viewpoints, and reports from industry data.

Contents

Marketing Automation Software Articles

What Is Marketing Attribution? How to Measure It

Each stage of the sales funnel—from awareness to consideration to purchase—requires a unique strategy.

by Lauren Pope

Permission Marketing: How to Earn Customer Trust With Ease

Nobody likes being a member of a captive audience.

by Lauren Pope

A Beginner's Guide To Integrated Marketing Communications

When I think of integration, I picture a well-oiled machine.

by Grace Pinegar

Marketing Automation Software Glossary Terms

Inbound Marketing

How does inbound marketing attract customers? See the owned and earned content types, four stages, benefits, and how inbound compares with outbound.

by Shreesh Singh

Lead Generation

Lead generation is a company's process for attracting potential customers or clients. Learn lead generation strategies, best practices, and benefits.

by Kelly Fiorini

Integrated Marketing

Integrated marketing is the strategic alignment of marketing channels and messages to improve the customer experience. Learn best practices for campaigns.

by Kelly Fiorini

Video Conferencing

Video conferencing is a way to hold live online meetings with audio and video, helping teams, customers, and partners connect from any location. Learn more

by Holly Landis

Marketing Analytics

Marketing analytics helps track campaign performance, measure ROI, and turn data into insights that drive smarter growth and engagement. Learn more.

by Sagar Joshi

Customer Engagement

Customer engagement measures how brands interact with clients throughout the customer's lifecycle. Learn about customer engagement models and the benefits.

by Sagar Joshi

Marketing Automation

Marketing automation is when software is used to automatically complete various marketing tasks by following triggered prompts. Learn about its benefits.

by Holly Landis

B2B

Business-to-business, or B2B, describes a transaction between two business entities. Learn more about the types of B2B companies and their benefits.

by Whitney Rudeseal Peet

Intent Data

Intent data is sales intelligence that collects user behavior based on interests. Learn the benefits of collecting this data for sales and marketing teams.

by Mara Calvello

Digital Marketing

Digital marketing refers to marketing tactics and efforts taking place online. Learn the types, stages, and benefits businesses can expect from a strategy.

by Mara Calvello

Marketing Automation Software Discussions

Question on: Constant Contact Advanced Automation

What agency benefits does SharpSpring provide?

SharpSpring is built around the needs of marketing agencies, and we offer a range of benefits designed to help agencies retain and win over more clients: - Agency pricing model: Your customers are yours, not ours, so you get to decide what to charge them. - Dedicated support: Your agency will be assigned a dedicated customer success manager to help you at any time – and it’s completely free. Support is always available by phone, email or chat, and you’ll have over 75 training videos available to you. - Special features: SharpSpring has a ton of built-in features tailored specifically for agencies, including a rebrandable interface, single-sign on, no-hassle management for adding and removing clients, and the ability to share email templates across all clients. - Demos with clients: If you’re still new to SharpSpring but want to dive right into selling it, your dedicated account manager is available to jump in on demos to help answer your clients’ questions and provide any other support – so you can sell confidently. - And much more...

The pricing for Sharpspring is already great. However, as an agency you can practically have your Sharpspring account paid for in full by your customers. It is a great situation.

Answered: Derrick Phelps on March 11, 2021

Your answer

Question on: Constant Contact Advanced Automation

How long does it take to onboard?

The onboarding process takes 60 days. During this period, you’ll work closely with your dedicated Onboarding Specialist who will walk you through setting up the platform, train you on how to use it, and help you begin pre-selling it to your prospects. The onboarding phase consists of a number of training sessions, including the following: - Kick-off & configuration - Product training & implementation - CRM migration - 3rd party integrations - Sales tools & resources - Joint sales demos

If you are extremely diligent and work in the program immediately, the onboarding process takes no more than a few zoom calls with your rep. It is easy and informative. I completed my onboarding in three video conferences.

Answered: Derrick Phelps on March 11, 2021

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Question on: Constant Contact Advanced Automation

List segmentation

We are currently considering SharpSpring for our business and clients. Has anyone uploaded existing list to this product? Could you comment on the segmentation capabilities for non-cookied leads? I understand that the unsubscribe functionality is currently all or nothing, meaning a recipient cannot set preferences to reduce frequency. Have you experimented with setting some level of subscription preferences where they lead can opt out of some but not all emails?

Pre-existing lists can easily be segmented in SharpSpring based on values saved for any given custom field and a bit of automation (Ex. A field, "Favorite Color?", can be used in SharpSpring to short leads into lists "Blue", "Red", and "Other"). This same kind of logic could be applied in the context of list subscription, where a field "Subscription Options" could have a checkbox for each type of content you send out. This field in conjunction with a simple opt-in form could manage leads uniquely based on the type/amount of content they are interested in!

Answered: James Jenkins on June 3, 2019

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