Finding new software is tricky. With so many options out there, it can feel virtually impossible to know which one is right for you.
This free guide gives you a complete checklist of the crucial features of any marketing, sales and business software so you can have confidence in your buying decision and:
Conserve your time, money and resources. No more integrating extra tools or add-ons, starting over with new software, or recovering lost data from switching systems.
Be clear about exactly what to look for when shopping for a platform. Learn which software is or isn’t the right fit for your business so you cover all your bases. You can even skip demos and trials of tools you already know aren’t for you!
Cut to the chase — just get the features you need, and none of the ones you don’t.
Get insight into how the software industry prices its services so there are no surprises on your credit card statement.
Know what to look for in a software customer support team to be sure you’ll get the answers you need if and when something goes wrong.
- Be forward-thinking with your software choice so you have a platform that works even as your business grows.
Finding new software is tricky. With so many options out there, it can feel virtually impossible to know which one is right for you.
This free guide gives you a complete checklist of the crucial features of any marketing, sales and business software so you can have confidence in your buying decision and:
Conserve your time, money and resources. No more integrating extra tools or add-ons, starting over with new software, or recovering lost data from switching systems.
Be clear about exactly what to look for when shopping for a platform. Learn which software is or isn’t the right fit for your business so you cover all your bases. You can even skip demos and trials of tools you already know aren’t for you!
Cut to the chase — just get the features you need, and none of the ones you don’t.
Get insight into how the software industry prices its services so there are no surprises on your credit card statement.
Know what to look for in a software customer support team to be sure you’ll get the answers you need if and when something goes wrong.
- Be forward-thinking with your software choice so you have a platform that works even as your business grows.
Ready to find the best marketing automation platform for your small business?
“This guide will save weeks of your time and your team members’ time researching and watching demos for different software. In the guide, they are so transparent about why choosing the right software the first time is so important, and they set you up to do exactly that.”
- Josh Ovett, Mobile Pocket Office
Frequently Asked Questions
What’s the best B2B marketing automation platform for me?
When you’re shopping for a B2B marketing platform, you’ll want to take your entire business into account — not just the marketing side of things. We recommend making sure your automation platform includes the following features, at the very least:
- A website or landing page builder to share your business with the world online
- A system for capturing leads and sending marketing emails
- A contact management system (CRM) to keep track of clients and prospects
- A payment processing tool to collect orders and charge credit cards
Of course, you’ll probably need more sophisticated tools as your business continues to grow. Take a look at our buyer’s guide for a complete checklist of all the CRM, marketing automation and sales features to keep in mind throughout your software search. It'll help you find the perfect platform for your business (even if you don't choose Ontraport).
What is marketing automation and why is it so important?
Marketing automation is technology that manages repetitive marketing tasks and complex campaigns so you don’t have to. This software allows you to automate your communication with leads and customers throughout the customer lifecycle, from their first touchpoint to post-purchase.
When paired with a CRM that collects data about your leads and customers, your marketing automation software can use that data to deliver engaging, effective experiences across multiple channels. Whether you use email marketing, SMS messages or a combination of the two, marketing automation will give you the power to turn more leads into customers — without managing the whole process manually.
When paired with a CRM that collects data about your leads and customers, your marketing automation software can use that data to deliver engaging, effective experiences across multiple channels. Whether you use email marketing, SMS messages or a combination of the two, marketing automation will give you the power to turn more leads into customers — without managing the whole process manually.
What is a digital marketing funnel?
Digital marketing funnels are like road maps that your prospects follow until they eventually convert into loyal customers. You can create all kinds of funnels depending on your business and strategy; however, most center around the five customer lifecycle stages: Attract, Convert, Fulfill, Delight and Refer.
With marketing automation, your leads and customers will move from one stage to the next based on their interactions with your business. For example, your marketing platform can bump a contact to their next lifecycle stage automatically after they reach milestones like signing up for your newsletter or making a first purchase. The best part is, it all runs on autopilot after you set it up, which gives you the power to scale faster.
With marketing automation, your leads and customers will move from one stage to the next based on their interactions with your business. For example, your marketing platform can bump a contact to their next lifecycle stage automatically after they reach milestones like signing up for your newsletter or making a first purchase. The best part is, it all runs on autopilot after you set it up, which gives you the power to scale faster.
Is Ontraport a good choice for B2B marketing automation?
Yes — Ontraport is a great fit for attracting new prospects, nurturing leads, generating sales and more for your B2B business. We offer reliable tracking and attribution, highly personalized communication channels, and ready-to-launch marketing funnels that you can kick off in minutes. Plus, since Ontraport lets you gather and store more data than most marketing automation solutions, you’ll be able to reach more potential customers and get better results from your marketing efforts.
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