Tips to Choose the Best Marketing Automation Platform for Your Business - TransFunnel Consulting

Now that inspiration from the likes of Transfunnel and HubSpot Marketing Automation platforms gave you the must-have vitality of this tool, it’s time for the real question - Which one is the right one for your business?

Marketing Automation platforms do not just help you with multiple marketing tasks of growing your database and sending emails, but also assist in nurturing and converting leads. So, choosing one for your business must be a wise decision, as it will ultimately define the future growth of your brand.

Every business is different in its core terms and deserves marketing automation solutions that bring significant changes to the future of your business venture. So, allow us to guide you through some tips to consider while you finalise the best marketing automation tool for your business.

1. Easy to use and customisable user interface

Your business demand might be fairly simple or highly complex. Choosing an interface that is not only intuitive and easy to use for you and your team, but can also be customised as per your business requirement is a challenge that needs some realisation pointers while testing it-

• Try sending a test email to understand how easy and accessible it is for you to navigate the entire process, besides checking for how time-consuming it would be.

• Sometimes, the information or titles on the interface can be slightly confusing for you, your team or a fresher. This is why you must check for contextual information that can be found when you hover your cursor over the titles.

1. Features and scalability

Fixating on the marketing automation platform just because your friend has used one and finds it perfect in terms of features would be a grave mistake you might be making. Your business and your friend’s business needs might differ in services, products, strategies or structure and thus deserve a well-thought technology. So, act as below before finalising the marketing automation platform:

• Make a list of features you need now and might need in future as per your database strength and business strategy.

• Check for API in the system, which is vital if you wish to have custom-made assets.

• Ensure that the platform can be upgraded and expanded in terms of features to handle the growth of your database.

 

2. Integration with CRM system

Every company whether big or small has some marketing and sales strategy that needs to be in unison to convert leads to customers. Therefore, it becomes pertinent to choose a marketing automation platform that aligns and works in harmony with the CRM system of your business. This prerequisite will nurture your marketing strategies and ensure that with a streamlined effort, your business can close maximum prospective deals.

 

3. Resources for learning

Having online guides and resources can be a great tool to understand the platform better and benefit the most out of it. It can be in the form of how-to videos, e-books or webinars. While you take this tip into account, furnish these points-

• How easily accessible are these resources and whether they are paid or free resources?

• Are these resources the latest to the technology and explains every feature elaborately?

• What is the extent of information provided in these resources and how much you or your team is likely to gain from the videos, e-books or webinars?

 

4. Customer support

Opting for an unfamiliar system can overwhelm you and your team with questions pouring in, which you might not be able to furnish. This drives the importance of customer support for technical or general questions with every marketing automation platform. 

There are many options for customer support available such as chatbots, email with a response time of 24 hours to 48 hours and the most favourite 24X7 call option. While some cannot deny the vitality of immediate customer support, others are comfortable with the email or chatbot option.

Decide which one of the lots you belong to and then opt for the one you feel most inclined towards.

 

5. Pricing of the software

Every platform has a different pricing structure. While platforms like the HubSpot marketing automation offers an extensive range of customisable features, it can be expensive for some business owners. So, it is advisable to scan through your business database and requirements with these questions, before you make a decision-

• What is the size of your database and how quickly do you think it can advance according to the strategies?

• Are you reaping good ROI and features for the amount you would be paying for the platform?

While this entire fleet of information might seem overwhelming, some marketing automation platforms offer a fully customisable solution to fit your business needs. Platforms like HubSpot marketing automation, Transfunnel, Active Campaign to name a few, enables you to personalise your user interface and campaigns to drive your business strategies.

TransFunnel is a marketing solution with custom-fit strategies to offer the best possible outcome. We bridge the gap between your marketing automation strategy and the ROI you expect from it. Our agile approach is focused on optimising lead conversion, creating demand and devising a unique strategy for your business.