Showing posts with label marketing automation tools. Show all posts
Showing posts with label marketing automation tools. Show all posts
Saturday, 25 May 2019
Tier5 Partnership Program - The Ultimate Software Program
𝗪𝗵𝗮𝘁 𝗶𝗳 𝘆𝗼𝘂 𝗴𝗼𝘁 𝟭𝟬𝟬% 𝗰𝗼𝗺𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀 𝗮𝘀 𝗮𝗻 𝗮𝗳𝗳𝗶𝗹𝗶𝗮𝘁𝗲?
Wouldn't that be like an Affiliate Marketers Dream?
Here's what you get as a Tier5 Jr. Partner
✅ Access to all current and future Tier5 Software, there are 12 in the market right now, and 30+ full time software engineers on staff.
✅ Agency Accounts. Get 25 accounts on all Tier5 Software, sell at the price you want and keep 100% of the revenue you generate
✅ Advanced training – Tier5 will provide advanced training in using the software, automation, chatbots, affiliate marketing, and many other things.
✅ Networking opportunity. Network with the guys you see in the videos, and many more Tier5 Partners.
Does that sound like “The Ultimate Affiliate Business Program”?
How much is it? $97/month
What can the software do?
Generate Leads
Increase Conversion
Collect Payment
Ringless Voicemail
2 way calling
IVR's (press 1 campaigns)
SMS Marketing
SMS Chatbots
Email Autoresponder
Drip Campaign
Watch the videos from people I'm sure you know of in the Clickfunnels space (they are also partners)
If you want to learn more, you can visit the link below an offer that you will literally lose money if you pass it up.
>>>>>>> Tier5 Partnership Program
Spots are limited. You don't have to act now, but if you wait the spots will run out and you will miss a Passive Income opportunity.
Tier5 builds amazing software that people love to buy.
Watch the videos and you will see what people are saying about the Company and the Software
>>>>>>> Tier5 Partnership Program
This post contains affiliate links which we receive a commision if you make a purchase using the link. You are not charged anymore using the link to make your purchase.
Labels:
affilate marketing,
affiliate,
automation,
autoresponder,
B2B,
B2C,
chatbot,
Clickfunnels,
Email,
lead generation,
marketing automation,
marketing automation tools,
sales,
SMS,
SMS Marketing,
Software,
text,
Voice
Monday, 31 July 2017
The Complete Guide to Email Automation for Beginners

If you’re a marketer, you’ve probably heard of email marketing automation.
Email marketing automation is an essential part of building a profitable email list for any online business.
In this article I’ll try to cover some important points:
- How does email automation work?
- What type of events trigger automation?
- The main terms you need to know before getting started
- Email marketing automation tools
If you are unsure of everything email automation can do for you, then read on…
How does email automation work?
With email automation, when an event happens, an email is triggered (automatically sent). The email is sent from your email marketing tool or from your marketing automation tool.The relevance of the email, and its timing is important. With a bit of smart automation, you can send the right email at the right time and to the right person, with information that is relevant to them, based on the actions they take on your website.
Another important thing is cleaning your email list. By doing so, you know that the email addresses are real and still active. Read more about how to clean your email list here.
What type of events trigger an automation
Below are some simple examples to understand what I am talking about:- Email after someone signs up to your email list
- Email when a website visitor is a previous subscriber – When someone is an email subscriber and visits your website, some email marketing tools can track which pages they have visited on your website and then trigger an email based on this.
- Survey response – You sent an email to your subscribers and asked them if they were interested in a product. Based on their answer, a different email (or series of emails) is automatically sent.
- Cart abandonment email – If you collect the email address of the person during the sales process – or if you already have the email address as the customer is an existing subscriber – you can follow up via email to encourage them to come back.
What are the main terms you need to know before you start with email automation?
Before you get started with email automation, you need to get familiar with some of the most used terms of email marketing:- Opt-in/Subscribe – when someone opts in to receive emails from you
- Double opt-in – when someone opts in to receive emails from you and they need to confirm their opt-in
- Spam – when someone doesn’t opt-in and you send them emails, or when someone does optin and you overdo it
- Unsubscribe – when someone unsubscribes from your email list
- Trigger – describes an event that causes something to happen (an email is sent)
- Sequence – the sequence of emails that are sent after an event happens
- Email campaign/Autoresponder – a series of emails that are sent for a specific event
- Bounce rate – the rate at which emails are not delivered. A soft bounce is temporary, but a hard bounce is permanent and means that your message can never be delivered to that email address.
- CTR – stands for Click-Through-Rate and is the number of times people click on links within an email
Email marketing automation tools
The main difference between an email automation tool and a basic email marketing tool, is the functionality and the price. An email marketing tool is used for sending regular emails such as newsletters. With a marketing automation tool you can build automation around those emails.Some features of a marketing automation tool are:
- email sequence builder
- landing page builder
- analytics
- program management – manage marketing campaigns across multiple channels
- online behavior tracking – email subscribers visiting your website
- and more.
If you’re looking for a marketing automation tool, you have a large variety to choose from.
Here are some popular examples:
- ConvertKit – designed specifically for bloggers
- GetResponse – growing functionality, but not as powerful as some of the other tools below
- InfusionSoft – complex to use but very powerful
- Ontraport – doesn’t integrate with as many products as InfusionSoft does
- HubSpot – very useful and comprehensive tool, but the price will be higher compared to the other two
What are the steps for building an email automation sequence
For any sequence that you want to build, the required steps will be similar.1. Find out who you want to attract
Start by analyzing the customers who have bought from you in the past and try to figure out what are the characteristics and interests of your customers.
2. Do some research about the issues of your existing customers/audience
The next step is to do some research and find out the issues your customers/audience encounter while using your services/product. Doing that will help you come up with an incentive for people to subscribe to your services/product.
3. Use the info collected and create your incentive
Use the information from the above steps to create a buzz around that topic. You could also create a guide as a solution or use the info in your opt-in message. This will get people to sign up and then all you have to do is to offer them a free trial of your product.
4. Direct people to make the action you want them to make
You need to create some sort of a “map”, to think in advance. First you have a welcome email, then some follow-up emails with links to the guide created in the step above. After that, what should they do?
They could become a customer, so you must move them to a customer list
If they don’t become customers, you can move them to a newsletter list
A tool you can use for that is Lucidcharts.
5. Create your emails
When you’re creating the emails, think about the relationship you want to build with the subscriber. Make them feel welcome, as part of the community, tell them about yourself and deliver your promises (free trial, a guide, etc.).
With every email you send, make sure that you are building a relationship as well as providing quality content.
6. Create the sequence in the email automation tool
You will need to create a sequence, add emails to that sequence and then specify when the emails will be sent.
An example:
Welcome email – send immediately
Email no.2 – 2 days later
Email no.3 – 4 days later
Free trial/discount offer – 5 days later
Offer reminder – 6 days later
Add them to a customer list if they bought, or to a newsletter list if they didn’t
*days are counted after the welcome email is sent
Note: Your series of emails will be different depending on the type of service you provide and who you are targeting.
7. Deploy your opt-ins and segment your audience
Now you can setup the opt-ins on your site. Depending on the marketing tool you use, you might have the functionality and opt-ins required, but it’s always better to use a specialized tool.
OptinMonster has some smart functionalities and it also provides multiple ways to collect opt-ins.
Some examples of OptinMonster functionalities:
opt-ins based on your blog categories; this means that you can segment people based on where they opted in.
different opt-ins based on the page they visit
different opt-in based on their location
different opt-in based on their actions (abandon the cart or product purchase)
A/B testing for different opt-ins
8. Drive traffic to the opt-ins
Now that everything is in place, it’s time to drive some traffic to the opt-ins. This could be organic traffic, referrals from other sites, paid traffic from Google, Bing, Facebook Ads, etc.
9. Analyze and optimize your results
Measure what works and optimize it. To improve your opt-in rate you can change the words, the opt-in style or the incentive.
The same thing is available for your email sequence: if you notice that people are not opening your emails, you can test different subject lines. Keep in mind that the way you communicate with your new email subscribers needs to be completely different to the way you communicate with existing customers. You will need to split these two out.
Wrap
Successfully segmenting your email list guarantees that messages are landing in the right inbox at the right time.
You can educate. You can connect. You can sell.
Remember, the number one rule of email marketing automation is to keep your users’ experience as your top priority, so think outside of the (in)box!
Labels:
automation,
autoresponder,
Business,
Click-through-rate,
CTR,
Digital business,
Email,
Email List,
Email Marketing Automation,
Email Subscribers,
marketing automation tools,
Opt-in,
Website
Saturday, 29 July 2017
44 Thought Leaders Reveal Their Top Marketing Automation Tools and Software for B2B and B2C Marketing Pros
Marketing automation tools are all the rage, offering busy marketing executives valuable, time-saving resources that streamline marketing efforts. Any B2C or B2B marketer knows how time-consuming even the most basic marketing tasks can be, from staying in touch with prospects to nurturing leads, managing email campaigns, and coordinating social media marketing efforts.
CLICK HERE TO DOWNLOAD THE STATE OF MARKETING PRODUCTIVITY REPORT 2016
Fortunately, there are tons of tools that can make these time-consuming and tedious tasks much simpler. From streamlining email marketing with autoresponders and drip campaigns to tools that totally automate your social media efforts, editorial calendars, and apps like IFTTT which connect multiple platforms to automate pretty much anything, there are hundreds of tools that can make the lives of marketers simple and less stressful.
To find out which tools today’s top marketers rely on to simplify their daily tasks, we reached out to a panel of leading marketing experts and asked them to answer this question:
“What’s your number-one, go-to tool for automating your marketing efforts?”
We’ve collected and compiled their recommendations into this comprehensive guide to the best marketing automation tools for busy marketers.
Meet Our Panel of Top Marketing Experts:
Emma Kirby
Nevyana Karakasheva
Joel Stein
Kevin Moses
Anton Doos
Matan Ravid
Sherrin Bull
Sean Si
Christina Nicholson
Marc Prosser
Jonathan Spektor
Trent Erwin
Dan Fuoco
Xand Griffin
Adam Johnson
Laura Nunemaker
Meagan Nordmann
Louise Hendon
Erika Goldwater
Ian Aronovich
Justin Handley
Blair Nastasi
Addys Guerra
Susan J. Campbell
Yuimi Vashum
Adelaida Diaz-Roa
Jeff Kew
Walter Wise
Christopher Gaudreau
Scott Kennard
Tali Raphaely
Saurabh Nangia
Owen Powis
Steve Susina
Michelle Brammer
Ronnie Deaver
Don Uhlir
Lisa Baker-King
David T. Scott
Arthur Colker
Michael Peggs
Sandy Arons, MBA
Justin Fishaw
Valentin Valov
Emma Kirby
@letssoapbox
Emma Kirby is a Marketing Manager at Soapbox App, which is a new social platform for bloggers. Emma has been working in Marketing since she graduated in 2014 and has a huge amount of knowledge for the beauty, fashion, and tech industries.
“My number-one, go-to marketing automation tool is…”
My number one, go-to tool has to be Buffer.
It is great for social media marketing and allows me to plan and deliver social media posts and campaigns weeks in advance. I can link Soapbox’s multiple social channels in one place and ensure that each message is circulating consistently through. This leaves me room to spend time on creating organic, as-it-happens content too, which is very important, especially for a beauty- and fashion-related app.
Buffer has built-in analytical tools so I can really see who is liking my posts and what the thousands of people who follow Soapbox really want. I can also track certain keywords and set alerts for when people are searching for certain topics, e.g ‘Soapbox App’ or anything related to the industry. This in turn helps me plan topics and campaigns as well as making sure I am keeping up to date with relevant news changes and consumer shifts. I can also keep up with conversations easily so I do not miss anything and can give consumers that all-important, one-to-one engagement, which can be a struggle if you have 10k+ followers.
This tool also allows me to see the times when my followers are most active, so I can target and get my messages seen for optimal engagement. There is no point in posting great content if it is not optimized for your particular time zone, and Buffer allows me to do this. This is extremely important for me due to Soapbox being a London-based organisation, while our consumer base is in the U.S. Buffer’s tool allows me to schedule posts for U.S time zones without me having to work out the time difference.
Overall, Buffer is perfect for optimizing social media marketing and, more importantly, the basic version of Buffer is FREE and still has everything you need to run successful campaigns. This is great for start up businesses or for those who don’t want to spend thousands of dollars on ‘premium’ tools.

@letssoapbox
Emma Kirby is a Marketing Manager at Soapbox App, which is a new social platform for bloggers. Emma has been working in Marketing since she graduated in 2014 and has a huge amount of knowledge for the beauty, fashion, and tech industries.
“My number-one, go-to marketing automation tool is…”
My number one, go-to tool has to be Buffer.
It is great for social media marketing and allows me to plan and deliver social media posts and campaigns weeks in advance. I can link Soapbox’s multiple social channels in one place and ensure that each message is circulating consistently through. This leaves me room to spend time on creating organic, as-it-happens content too, which is very important, especially for a beauty- and fashion-related app.
Buffer has built-in analytical tools so I can really see who is liking my posts and what the thousands of people who follow Soapbox really want. I can also track certain keywords and set alerts for when people are searching for certain topics, e.g ‘Soapbox App’ or anything related to the industry. This in turn helps me plan topics and campaigns as well as making sure I am keeping up to date with relevant news changes and consumer shifts. I can also keep up with conversations easily so I do not miss anything and can give consumers that all-important, one-to-one engagement, which can be a struggle if you have 10k+ followers.
This tool also allows me to see the times when my followers are most active, so I can target and get my messages seen for optimal engagement. There is no point in posting great content if it is not optimized for your particular time zone, and Buffer allows me to do this. This is extremely important for me due to Soapbox being a London-based organisation, while our consumer base is in the U.S. Buffer’s tool allows me to schedule posts for U.S time zones without me having to work out the time difference.
Overall, Buffer is perfect for optimizing social media marketing and, more importantly, the basic version of Buffer is FREE and still has everything you need to run successful campaigns. This is great for start up businesses or for those who don’t want to spend thousands of dollars on ‘premium’ tools.
Nevyana Karakasheva
@OptiLocal
Nevyana Karakasheva is an SEO Specialist at OptiLocal, offering a one-stop quality service to clients who want to dominate their local presence.
“In terms of my favorite tools for automating B2B marketing activities…”
As much as I love tools, I’ll be honest and admit that I am reluctant to blindly trust a tool, no matter how highly praised and widely used it might be in the industry. I love when a tool can make my life easier by saving me time and automating a technical process that I’d otherwise have to do manually, but I don’t rely on tools that do the thinking for me.
As basic as it might seem, the Moz toolbar is my first choice. Whatever I do online: expanding content promotion horizons, looking for new blog contribution opportunities, quickly assessing a site’s value, strength, or worth, assessing blog guidelines and editorial practices, verifying for a risk of Google penalty, and so on, I always use the nofollow filter.
Whatever the keyword I enter in Google, I always get a preview peek of each website’s basic worth while still in the SERPs. This is extremely helpful when looking for authority resources and guest post prospects.
When your routine includes some of the actions above, it is normal to get used to reading those metrics and having them within your eyesight all the time. So even if the Moz toolbar is as basic to marketing as the mouse is to a laptop, I find it much quicker and more efficient to trust this tool for process automation in my daily routines.

@OptiLocal
Nevyana Karakasheva is an SEO Specialist at OptiLocal, offering a one-stop quality service to clients who want to dominate their local presence.
“In terms of my favorite tools for automating B2B marketing activities…”
As much as I love tools, I’ll be honest and admit that I am reluctant to blindly trust a tool, no matter how highly praised and widely used it might be in the industry. I love when a tool can make my life easier by saving me time and automating a technical process that I’d otherwise have to do manually, but I don’t rely on tools that do the thinking for me.
As basic as it might seem, the Moz toolbar is my first choice. Whatever I do online: expanding content promotion horizons, looking for new blog contribution opportunities, quickly assessing a site’s value, strength, or worth, assessing blog guidelines and editorial practices, verifying for a risk of Google penalty, and so on, I always use the nofollow filter.
Whatever the keyword I enter in Google, I always get a preview peek of each website’s basic worth while still in the SERPs. This is extremely helpful when looking for authority resources and guest post prospects.
When your routine includes some of the actions above, it is normal to get used to reading those metrics and having them within your eyesight all the time. So even if the Moz toolbar is as basic to marketing as the mouse is to a laptop, I find it much quicker and more efficient to trust this tool for process automation in my daily routines.
Joel Stein
@ComputerLovers
Joel Stein is the Search & Media Manager at the award-winning digital agency Code Computerlove. He is also Editor and Co-Founder at Manchester La La La, a Manchester United blog.
“My go-to tool for automating my marketing efforts is…”
My go-to tool for automating my marketing efforts is Zapier. It’s brilliant because it lets me hook up different apps and make them talk to each other, creating seamless workflows across multiple tools. This is particularly great because, working across different internal teams and clients, people don’t always want me to use the same app to log my work, for example. Zapier allows me to record my activity in the right place for the right people without changing my normal routine. I feel like I’ve only begun to scratch the surface of what’s possible with Zapier, but with so many integrations available, I’m sure I’ll be using it more and more.

@ComputerLovers
Joel Stein is the Search & Media Manager at the award-winning digital agency Code Computerlove. He is also Editor and Co-Founder at Manchester La La La, a Manchester United blog.
“My go-to tool for automating my marketing efforts is…”
My go-to tool for automating my marketing efforts is Zapier. It’s brilliant because it lets me hook up different apps and make them talk to each other, creating seamless workflows across multiple tools. This is particularly great because, working across different internal teams and clients, people don’t always want me to use the same app to log my work, for example. Zapier allows me to record my activity in the right place for the right people without changing my normal routine. I feel like I’ve only begun to scratch the surface of what’s possible with Zapier, but with so many integrations available, I’m sure I’ll be using it more and more.
Kevin Moses
Kevin Moses runs That Truck Needs a Mudflap, a small windshield repair company in Houston, TX.
“My top B2B marketing automation tool is…”
The tool I love is Circlescope. If I sound like an advocate, that’s because I am. Circlescope is probably the single best marketing tool for managing Google+ users and their interests.

Kevin Moses runs That Truck Needs a Mudflap, a small windshield repair company in Houston, TX.
“My top B2B marketing automation tool is…”
The tool I love is Circlescope. If I sound like an advocate, that’s because I am. Circlescope is probably the single best marketing tool for managing Google+ users and their interests.
Anton Doos
@battery_bro
Anton D. is one of the co-founders of 18650 Battery Bro. Battery Bro, based in Hong Kong, is a wholesale distributor of lithium-ion batteries to emerging industries like electric vehicles.
“My secret for automating marketing efforts is…”
Using a site like Freelancer.com.
There is no real way to remove the ‘people’ from most marketing processes. The next best thing is having accessible freelancers. I have personally hired over 100 freelancers online for absolutely everything. Lead research, copywriting, graphics design, cold-calling, you name it, and you can find a freelancer who can get the job done well. If you can automate human resources with sites like Freelancer or Reddit.com/r/forhire, you are free to focus elsewhere, which is the whole point of marketing automation.

@battery_bro
Anton D. is one of the co-founders of 18650 Battery Bro. Battery Bro, based in Hong Kong, is a wholesale distributor of lithium-ion batteries to emerging industries like electric vehicles.
“My secret for automating marketing efforts is…”
Using a site like Freelancer.com.
There is no real way to remove the ‘people’ from most marketing processes. The next best thing is having accessible freelancers. I have personally hired over 100 freelancers online for absolutely everything. Lead research, copywriting, graphics design, cold-calling, you name it, and you can find a freelancer who can get the job done well. If you can automate human resources with sites like Freelancer or Reddit.com/r/forhire, you are free to focus elsewhere, which is the whole point of marketing automation.
Matan Ravid
@SimblaOfficial
Matan Ravid is the product manager of Simbla, the most modern, responsive website builder. Simbla has created an amazing, working, and profitable product in the last year and a half, but the company is about to reveal the second layer of its system, which is dealing with business applications and databases. Simbla believes it has the power to change the established web industry, again.
“When it comes to marketing automation, I turn to…”
Personally, I love the content recommendation systems, which can help me reach a lot of people who are already interested in what I am writing about. After I write something that I think it is interesting for a big crowd, I can use these systems to spread my content in news sites and niche blogs. All I need to do is add a URL, choose my keywords, and set up a budget. They will do the rest.
There are two main competitors in this area: Taboola and Outbrain, both of which are doing a great job. However, I prefer Outbrain, since you can register to their software immediately online.
Although these systems may sound expensive, it is really not that bad. Their pricing is very similar to other CPC service providers.

@SimblaOfficial
Matan Ravid is the product manager of Simbla, the most modern, responsive website builder. Simbla has created an amazing, working, and profitable product in the last year and a half, but the company is about to reveal the second layer of its system, which is dealing with business applications and databases. Simbla believes it has the power to change the established web industry, again.
“When it comes to marketing automation, I turn to…”
Personally, I love the content recommendation systems, which can help me reach a lot of people who are already interested in what I am writing about. After I write something that I think it is interesting for a big crowd, I can use these systems to spread my content in news sites and niche blogs. All I need to do is add a URL, choose my keywords, and set up a budget. They will do the rest.
There are two main competitors in this area: Taboola and Outbrain, both of which are doing a great job. However, I prefer Outbrain, since you can register to their software immediately online.
Although these systems may sound expensive, it is really not that bad. Their pricing is very similar to other CPC service providers.
Sherrin Bull
@devheroes
Sherrin Bull is a Senior Web Strategist at Development Heroes. Bull is a top-performing digital marketing expert with experience in SEO, SEM, social media, e-commerce, email marketing, and content management for enterprise-level clients.
“My top secret to automating marketing activities is…”
My recipe for B2B marketing automation is a combination of Infusionsoft for automating lead capture and follow-up and Buffer for social media publishing and reporting. Infusionsoft is simple enough to get started right away and can handle more complex, segmented campaigns when you are ready. The visual Campaign Builder makes setting up email automation easier than most systems. Infusionsoft also has a marketplace, so you can integrate it with the other software you are already using. Buffer handles the social side of marketing automation with suggested content, scheduled posts, and robust reporting.

@devheroes
Sherrin Bull is a Senior Web Strategist at Development Heroes. Bull is a top-performing digital marketing expert with experience in SEO, SEM, social media, e-commerce, email marketing, and content management for enterprise-level clients.
“My top secret to automating marketing activities is…”
My recipe for B2B marketing automation is a combination of Infusionsoft for automating lead capture and follow-up and Buffer for social media publishing and reporting. Infusionsoft is simple enough to get started right away and can handle more complex, segmented campaigns when you are ready. The visual Campaign Builder makes setting up email automation easier than most systems. Infusionsoft also has a marketplace, so you can integrate it with the other software you are already using. Buffer handles the social side of marketing automation with suggested content, scheduled posts, and robust reporting.
Sean Si
@SEO_Hacker
Sean Si is the CEO and Founder of SEO Hacker and Qeryz, and a start-up, data analysis, and urgency junkie who spends his time inspiring young entrepreneurs through talks and seminars. Check out his personal blog, where he writes about starting up two companies and life in general.
“My favorite marketing automation tool is…”
I can’t lie. The one tool I really love (aside from Qeryz) is Socialoomph, for the simple reason that it’s able to recur tweets in a super easy way.
Twitter is my #1 referrer of traffic last year, and its because of the recurring tweets of my most viral articles that Socialoomph managed for me.
You just can’t beat that level of automated marketing.

@SEO_Hacker
Sean Si is the CEO and Founder of SEO Hacker and Qeryz, and a start-up, data analysis, and urgency junkie who spends his time inspiring young entrepreneurs through talks and seminars. Check out his personal blog, where he writes about starting up two companies and life in general.
“My favorite marketing automation tool is…”
I can’t lie. The one tool I really love (aside from Qeryz) is Socialoomph, for the simple reason that it’s able to recur tweets in a super easy way.
Twitter is my #1 referrer of traffic last year, and its because of the recurring tweets of my most viral articles that Socialoomph managed for me.
You just can’t beat that level of automated marketing.
Christina Nicholson
@_mascaramaven_
Christina Nicholson is a former TV reporter and anchor turned media relations and social media specialist. In addition, Nicholson is a freelance writer, blogger, and Younique presenter. You can visit her blog at MascaraMavenAndMore.com and her professional site at ChristinaNicholson.weebly.com.
“For marketing automation, my go-to tool is…”
As a social media manager, I love to use Hootsuite for posting to social media. Obviously, posting is just a small part of running a successful social media campaign, but scheduling posts takes a big weight off my shoulders because I can cover myself when I’m on vacation or ensure a post isn’t forgotten at a specific time slot when it is most likely to be seen. This is step one of many that makes the job more efficient. It’s almost like a backup plan that is always in place. It’s my security blanket.

@_mascaramaven_
Christina Nicholson is a former TV reporter and anchor turned media relations and social media specialist. In addition, Nicholson is a freelance writer, blogger, and Younique presenter. You can visit her blog at MascaraMavenAndMore.com and her professional site at ChristinaNicholson.weebly.com.
“For marketing automation, my go-to tool is…”
As a social media manager, I love to use Hootsuite for posting to social media. Obviously, posting is just a small part of running a successful social media campaign, but scheduling posts takes a big weight off my shoulders because I can cover myself when I’m on vacation or ensure a post isn’t forgotten at a specific time slot when it is most likely to be seen. This is step one of many that makes the job more efficient. It’s almost like a backup plan that is always in place. It’s my security blanket.
Marc Prosser
@FitSmallBiz
Marc Prosser has been involved in many businesses as an executive, advisor, and investor. Prior to starting Fit Small Business, Marc Prosser was the first employee and Chief Marketing Officer of FXCM. During his ten years at FXCM, the company grew from a small business to over 700 employees.
“My preferred tool for marketing automation is…”
Email campaigns remain our go-to tool for marketing automation. Drip campaigns especially are a great, timely way to stay in touch with people. They allow you to apply relevant content to a potential customer’s buying process; for instance, the first email would provide a general overview of buying considerations for the product, the second might be an invitation to demo your product, and the third could show off how your product compares to the competition. Every step of the way, you’re addressing where the reader is in the buying process.
Email campaigns are also highly customizable. It’s easy to fill in a person’s name. In a more advanced campaign, you can match an email to someone’s specific interests. It’s the perfect level of customization, enabling the user to do things on a large scale while still meeting people’s individual needs.

@FitSmallBiz
Marc Prosser has been involved in many businesses as an executive, advisor, and investor. Prior to starting Fit Small Business, Marc Prosser was the first employee and Chief Marketing Officer of FXCM. During his ten years at FXCM, the company grew from a small business to over 700 employees.
“My preferred tool for marketing automation is…”
Email campaigns remain our go-to tool for marketing automation. Drip campaigns especially are a great, timely way to stay in touch with people. They allow you to apply relevant content to a potential customer’s buying process; for instance, the first email would provide a general overview of buying considerations for the product, the second might be an invitation to demo your product, and the third could show off how your product compares to the competition. Every step of the way, you’re addressing where the reader is in the buying process.
Email campaigns are also highly customizable. It’s easy to fill in a person’s name. In a more advanced campaign, you can match an email to someone’s specific interests. It’s the perfect level of customization, enabling the user to do things on a large scale while still meeting people’s individual needs.
Jonathan Spektor
Jonathan is a co-owner of Long Live The Internet. Long Live The Internet helps people start their online businesses and grow them organically with limited resources, sharing successes and failures along the way to help others reach their success quicker. Jonathan also owns and operates a software development company, has half a dozen online businesses, and author of How To Start An Online Store.
“My go-to tool for automating marketing activities is…”
One of the best tools we have our clients and students use is IFTTT.com (If This Then That). In simple terms, it allows you to easily automate your social networking. We work with e-commerce sites, and they are swamped with work. We generally tell them to pick their favorite social network and concentrate on that one. From there, they can setup automated processes through IFTTT to post the same message to other social networks. For example, if they just want to post on Instagram, they can automatically post to Twitter, Tumblr, and Facebook, as well as save the images to their Dropbox.
There is only so much time in the day, and this allows them to be present on all social networks, while actively managing only one.

Jonathan is a co-owner of Long Live The Internet. Long Live The Internet helps people start their online businesses and grow them organically with limited resources, sharing successes and failures along the way to help others reach their success quicker. Jonathan also owns and operates a software development company, has half a dozen online businesses, and author of How To Start An Online Store.
“My go-to tool for automating marketing activities is…”
One of the best tools we have our clients and students use is IFTTT.com (If This Then That). In simple terms, it allows you to easily automate your social networking. We work with e-commerce sites, and they are swamped with work. We generally tell them to pick their favorite social network and concentrate on that one. From there, they can setup automated processes through IFTTT to post the same message to other social networks. For example, if they just want to post on Instagram, they can automatically post to Twitter, Tumblr, and Facebook, as well as save the images to their Dropbox.
There is only so much time in the day, and this allows them to be present on all social networks, while actively managing only one.
Trent Erwin
@TrentErwin
Trent Erwin is a 23-year old entrepreneur, co-owner of Genesis Net Development, and graduate of Auburn University’s journalism program.
“My #1, go-to tool for marketing automation is…”
HubSpot. Why? Because it integrates everything I need to pull off a killer online marketing strategy. I can control social media, blogging, email, SEO, and sales all in one place. Not only can I control so much in the hub, but everything is synced, so I can see where leads and sales are coming from with each marketing effort. I can track from the very first impression to the final sale and throughout the individual customer’s journey. I can determine which strategies are generating the most leads and deals and which don’t deserve my time. And the best part: There’s so much that can be automated and working for me when I’m not working, such as automated social media, emails, and email workflows. Once a person signs up for something or drops their contact info, I have workflows setup to keep in contact with them and make sure they’re always engaged. This automation keeps me in the loop without consuming all my energy, all while the lead is being nurtured and satisfied.

@TrentErwin
Trent Erwin is a 23-year old entrepreneur, co-owner of Genesis Net Development, and graduate of Auburn University’s journalism program.
“My #1, go-to tool for marketing automation is…”
HubSpot. Why? Because it integrates everything I need to pull off a killer online marketing strategy. I can control social media, blogging, email, SEO, and sales all in one place. Not only can I control so much in the hub, but everything is synced, so I can see where leads and sales are coming from with each marketing effort. I can track from the very first impression to the final sale and throughout the individual customer’s journey. I can determine which strategies are generating the most leads and deals and which don’t deserve my time. And the best part: There’s so much that can be automated and working for me when I’m not working, such as automated social media, emails, and email workflows. Once a person signs up for something or drops their contact info, I have workflows setup to keep in contact with them and make sure they’re always engaged. This automation keeps me in the loop without consuming all my energy, all while the lead is being nurtured and satisfied.
Dan Fuoco
@DanFuoco
Dan Fuoco is the Interactive Marketing Manager for the Detroit Metro Convention & Visitors Bureau (@VisitDetroit) and is responsible for building and engaging with the community via social media. Dan redesigned the Visit Detroit leisure newsletter, visitdetroit/NOW, in 2012 and has consistently seen open rates of about 20 percent (double the industry average). Under his direction, Twitter has reached a milestone 25,000+ followers and Facebook has reached 10,000+ likes. Dan is active in two groups that he co-founded: Social Media in The D and Tour Michigan. These groups of professionals practice social media both in metro Detroit and statewide.
“When it comes to automating marketing activities, I turn to…”
I just found Zapier this year and I LOVE it! Zapier’s trigger-action methodology automates daily social tasks, saving my time for strategic overview efforts. For example, I’ve set up Zapier so that every time we publish a new blog post, that headline and link are promoted on our social media channels (Facebook, Twitter and Google+). With one click, I am promoting on three different channels. I also use Zapier to monitor social mentions by setting up a hashtag (trigger) to pull tweets into a Google spreadsheet (action). When it comes to reoccurring tasks like coordinating our monthly leisure newsletter, Zapier comes in handy by populating my Trello, my daily to-do list manager, with a timely checklist that guides me through the process of organizing each newsletter.

@DanFuoco
Dan Fuoco is the Interactive Marketing Manager for the Detroit Metro Convention & Visitors Bureau (@VisitDetroit) and is responsible for building and engaging with the community via social media. Dan redesigned the Visit Detroit leisure newsletter, visitdetroit/NOW, in 2012 and has consistently seen open rates of about 20 percent (double the industry average). Under his direction, Twitter has reached a milestone 25,000+ followers and Facebook has reached 10,000+ likes. Dan is active in two groups that he co-founded: Social Media in The D and Tour Michigan. These groups of professionals practice social media both in metro Detroit and statewide.
“When it comes to automating marketing activities, I turn to…”
I just found Zapier this year and I LOVE it! Zapier’s trigger-action methodology automates daily social tasks, saving my time for strategic overview efforts. For example, I’ve set up Zapier so that every time we publish a new blog post, that headline and link are promoted on our social media channels (Facebook, Twitter and Google+). With one click, I am promoting on three different channels. I also use Zapier to monitor social mentions by setting up a hashtag (trigger) to pull tweets into a Google spreadsheet (action). When it comes to reoccurring tasks like coordinating our monthly leisure newsletter, Zapier comes in handy by populating my Trello, my daily to-do list manager, with a timely checklist that guides me through the process of organizing each newsletter.
Xand Griffin
@XandGriffin
Xand Griffin is the Brand Evangelist from PeopleMetrics. This means that she is responsible for pulling back the curtain on the mystery of measuring experiences and getting people excited about creating action from their customers’, buyers’, and employees’ opinions. When she’s not doing that, she’s probably walking her two dogs.
“My favorite marketing automation tools are…”
Hands down, my favorite marketing automation tool is HubSpot. It’s kind of ridiculous how easy and accessible they make things for inbound marketers.
Not only do they have an amazing software system that is easy to use, but they have massive libraries on how to use and apply their software in the correct ways. There is a methodology they teach with the adoption of the software that is unlike other marketing automation software. Everything you could want is included, from social tools, to a content management system, to prospect monitoring, and more.
One of the things I applaud constantly is their flexibility in developing their product to become better everyday. They have all types of feedback methods, from in-app product help to beta testing group to customer feedback surveys. And they listen. No other software has let the users decide what it needs to become.
I’m also super impressed by IFTTT everyday. If you aren’t familiar, IFTTT is a connection tool for the internet. Working in one technology and need it to be connected to another? IFTTT is your answer. I mainly use IFTTT to automate the repetitive tasks that robots could surely do for me. It could be anything from searching through Craigslist resume postings for new marketing talent to monitoring our competitors’ new YouTube videos.
Another way I use IFTTT is to automate sharing specific Twitter messages I post to a certain channel on our internal Slack. That way, I can keep my team informed about the newest marketing trends.The possibilities are virtually limitless, so make sure to browse their Recipes section for ideas of the automation you might need.

@XandGriffin
Xand Griffin is the Brand Evangelist from PeopleMetrics. This means that she is responsible for pulling back the curtain on the mystery of measuring experiences and getting people excited about creating action from their customers’, buyers’, and employees’ opinions. When she’s not doing that, she’s probably walking her two dogs.
“My favorite marketing automation tools are…”
Hands down, my favorite marketing automation tool is HubSpot. It’s kind of ridiculous how easy and accessible they make things for inbound marketers.
Not only do they have an amazing software system that is easy to use, but they have massive libraries on how to use and apply their software in the correct ways. There is a methodology they teach with the adoption of the software that is unlike other marketing automation software. Everything you could want is included, from social tools, to a content management system, to prospect monitoring, and more.
One of the things I applaud constantly is their flexibility in developing their product to become better everyday. They have all types of feedback methods, from in-app product help to beta testing group to customer feedback surveys. And they listen. No other software has let the users decide what it needs to become.
I’m also super impressed by IFTTT everyday. If you aren’t familiar, IFTTT is a connection tool for the internet. Working in one technology and need it to be connected to another? IFTTT is your answer. I mainly use IFTTT to automate the repetitive tasks that robots could surely do for me. It could be anything from searching through Craigslist resume postings for new marketing talent to monitoring our competitors’ new YouTube videos.
Another way I use IFTTT is to automate sharing specific Twitter messages I post to a certain channel on our internal Slack. That way, I can keep my team informed about the newest marketing trends.The possibilities are virtually limitless, so make sure to browse their Recipes section for ideas of the automation you might need.
Adam Johnson
@QuoteWizard
Adam Johnson is the SEO Specialist at QuoteWizard.com, where he brings expert knowledge in lead generation and search marketing for the insurance industry.
“When I need to automate my marketing activities, my go-to tool is…”
My go-to automation tool is Socedo. Socedo is a social lead generation tool that discovers prospects by leveraging Twitter bio keywords. My target audience is insurance agents, so I select bio keywords like ‘insurance agent,’ ‘State Farm,’ and ‘life insurance’ to discover and prospect agents. When I approve a prospect, it starts a series of automation to begin a conversation and qualify the prospect as a lead. When an approved prospect sends his next tweet, Socedo automatically favorites that tweet on my behalf. An hour later, I will automatically follow the approved prospect. If the approved prospect follows me back, Socedo initiates an automated direct message. My automated message looks like this:
Hey I’m Adam. Wanted to connect with you to see if our lead programs could help grow your agency. Is your focus on P&C or Life?
With a few back and fourth messages, I’m able to qualify and collect contact info and get it sales rep-ready.
I love Socedo because it automates social selling, which I previously spent hours on everyday. When I get in the office, I approve 100+ prospects, and the next morning I’ll have 5-10 direct message responses and two to three leads per day coming from it.
The main purpose is lead generation, but a side effect is that it grows your Twitter following. QuoteWizard’s Twitter following went from 100 to 1,400 followers. The increased following has made our content marketing efforts more effective in nurturing the prospects that failed to convert into a lead.

@QuoteWizard
Adam Johnson is the SEO Specialist at QuoteWizard.com, where he brings expert knowledge in lead generation and search marketing for the insurance industry.
“When I need to automate my marketing activities, my go-to tool is…”
My go-to automation tool is Socedo. Socedo is a social lead generation tool that discovers prospects by leveraging Twitter bio keywords. My target audience is insurance agents, so I select bio keywords like ‘insurance agent,’ ‘State Farm,’ and ‘life insurance’ to discover and prospect agents. When I approve a prospect, it starts a series of automation to begin a conversation and qualify the prospect as a lead. When an approved prospect sends his next tweet, Socedo automatically favorites that tweet on my behalf. An hour later, I will automatically follow the approved prospect. If the approved prospect follows me back, Socedo initiates an automated direct message. My automated message looks like this:
Hey I’m Adam. Wanted to connect with you to see if our lead programs could help grow your agency. Is your focus on P&C or Life?
With a few back and fourth messages, I’m able to qualify and collect contact info and get it sales rep-ready.
I love Socedo because it automates social selling, which I previously spent hours on everyday. When I get in the office, I approve 100+ prospects, and the next morning I’ll have 5-10 direct message responses and two to three leads per day coming from it.
The main purpose is lead generation, but a side effect is that it grows your Twitter following. QuoteWizard’s Twitter following went from 100 to 1,400 followers. The increased following has made our content marketing efforts more effective in nurturing the prospects that failed to convert into a lead.
Laura Nunemaker
@socialforsmallb
Laura Nunemaker has 13+ years experience in email marketing, social media, and content development. A former retail bakery owner, Nunemaker is presently an online marketing specialist with Social Media for Small Business, Inc. She loves cycling and scuba diving and is a Vegan and a cat magnet.
“My #1 tool for marketing automation is…”
My number one marketing automation tool is Buffer. I started with the free version when I only used it for one business, and now I’m on a mid-sized plan managing accounts for five different entities. Its ease of use is probably its best feature. It’s robust enough to use for my business, but easy enough for a client to use. Once you determine your posting schedule, you can set it and forget it if you like. It just makes it easy to spread out your social media efforts without having to put thought into the scheduling on each post.

@socialforsmallb
Laura Nunemaker has 13+ years experience in email marketing, social media, and content development. A former retail bakery owner, Nunemaker is presently an online marketing specialist with Social Media for Small Business, Inc. She loves cycling and scuba diving and is a Vegan and a cat magnet.
“My #1 tool for marketing automation is…”
My number one marketing automation tool is Buffer. I started with the free version when I only used it for one business, and now I’m on a mid-sized plan managing accounts for five different entities. Its ease of use is probably its best feature. It’s robust enough to use for my business, but easy enough for a client to use. Once you determine your posting schedule, you can set it and forget it if you like. It just makes it easy to spread out your social media efforts without having to put thought into the scheduling on each post.
Meagan Nordmann
@MegNordmann
Meagan Nordmann is a social media marketing specialist with over 18K Followers on her personally branded Twitter page.
“My preferred marketing automation tool is…”
I love using SproutSocial to schedule my tweets. There’s a small cost to using it, but it’s worth it to be able to schedule a tweet to post multiple times. I use TweetDeck (which is free) for other reasons, but no longer for automation because its scheduler limits a tweet to post only once, which can slow me down. With SproutSocial, I can craft one tweet and have it scheduled to go out several times throughout the next six months if I wanted. (I do keep them spaced out though, so I don’t bore Followers with the same tweet.)

@MegNordmann
Meagan Nordmann is a social media marketing specialist with over 18K Followers on her personally branded Twitter page.
“My preferred marketing automation tool is…”
I love using SproutSocial to schedule my tweets. There’s a small cost to using it, but it’s worth it to be able to schedule a tweet to post multiple times. I use TweetDeck (which is free) for other reasons, but no longer for automation because its scheduler limits a tweet to post only once, which can slow me down. With SproutSocial, I can craft one tweet and have it scheduled to go out several times throughout the next six months if I wanted. (I do keep them spaced out though, so I don’t bore Followers with the same tweet.)
Louise Hendon
@AncestralChef
Louise Hendon is the co-founder of Paleo Living Magazine.
“My go-to tool for marketing automation is…”
Infusionsoft. It’s an affordable tool that does everything from sending out automatic emails to your customers to managing your products and shopping cart, and it also provides you with affiliate software.

@AncestralChef
Louise Hendon is the co-founder of Paleo Living Magazine.
“My go-to tool for marketing automation is…”
Infusionsoft. It’s an affordable tool that does everything from sending out automatic emails to your customers to managing your products and shopping cart, and it also provides you with affiliate software.
Erika Goldwater
@erikawg
Erika is the VP of Marketing for ANNUITAS, a leading demand generation and marketing change management firm for B2B enterprise companies. Erika has over 15 years of B2B marketing, public relations and demand generation expertise. She manages all aspects of marketing, including demand generation, content marketing, social media, and public relations.
“My go-to marketing automation tool is…”
My go-to tool is Hootsuite because of its ease of planning and coverage from a social media standpoint. I don’t believe in using automated tools for all social media, because the beauty of social media is that it should be real-time engagement. However, in terms of driving programs, promoting specific content, and ensuring consistent communications, Hootsuite is an invaluable tool that enables me to manage and report on social media engagement.

@erikawg
Erika is the VP of Marketing for ANNUITAS, a leading demand generation and marketing change management firm for B2B enterprise companies. Erika has over 15 years of B2B marketing, public relations and demand generation expertise. She manages all aspects of marketing, including demand generation, content marketing, social media, and public relations.
“My go-to marketing automation tool is…”
My go-to tool is Hootsuite because of its ease of planning and coverage from a social media standpoint. I don’t believe in using automated tools for all social media, because the beauty of social media is that it should be real-time engagement. However, in terms of driving programs, promoting specific content, and ensuring consistent communications, Hootsuite is an invaluable tool that enables me to manage and report on social media engagement.
Ian Aronovich
@GovtAuctions
Ian Aronovich is the president and co-founder of GovernmentAuctions.org, a site that compiles and provides information about government auctions of seized and surplus merchandise from all over the country.
“When it comes to marketing automation, I turn to…”
The best tool that we use at our business to automate marketing efforts is Hootsuite. It’s a great social media platform that we use on our desktop computers, iPads, and Android phones, because it allows us to monitor all of our conversations and email threads, neatly displaying them on a dashboard. It’s fundamentally an easy-to-use message system that allows us to observe our networks and accounts. It saves our business a lot of time and effort, making it very efficient to use. Since implementing Hootsuite at our company, our social media locations’ subscriptions increased by over 15 percent. Small businesses like ours really value Hootsuite because it continues to be really beneficial to marketing efforts and overall business growth.

@GovtAuctions
Ian Aronovich is the president and co-founder of GovernmentAuctions.org, a site that compiles and provides information about government auctions of seized and surplus merchandise from all over the country.
“When it comes to marketing automation, I turn to…”
The best tool that we use at our business to automate marketing efforts is Hootsuite. It’s a great social media platform that we use on our desktop computers, iPads, and Android phones, because it allows us to monitor all of our conversations and email threads, neatly displaying them on a dashboard. It’s fundamentally an easy-to-use message system that allows us to observe our networks and accounts. It saves our business a lot of time and effort, making it very efficient to use. Since implementing Hootsuite at our company, our social media locations’ subscriptions increased by over 15 percent. Small businesses like ours really value Hootsuite because it continues to be really beneficial to marketing efforts and overall business growth.
Justin Handley
@justinbhandley
Justin Handley is an online marketing consultant and automation expert, as well as the founder of ManagedWP.Rocks, a full-service WordPress management company and WebMissionControl.com, a high-speed, stable, and secure WordPress hosting service. He lives in Puerto Rico and likes to surf and hang out with his family in the free time that marketing automation creates in his life.
“My top tool for marketing automation is…”
I’ve been working in online marketing for 15 years and have watched the rise of marketing automation. As a marketing consultant for literally hundreds of clients, I’ve had the opportunity to view and use most of the automation tools on the market today. To clarify, I work in the small- to mid-sized business range, so I’m not talking SAP here. Out of what is available to the average business owner, Infusionsoft has consistently been leagues above the competition. Every couple of years, I’ll watch a competitor get good at their game, and maybe excel in a single feature set in a way that makes them an attractive possibility, but no one has come close to offering the all-in-one automation suite that is Infusionsoft. The core of the platform is the Campaign Builder, which makes incredibly complex marketing logic as simple as drag-and-drop, including many campaigns that you can simply choose from, install for free, and edit the copy on. Need an affiliate recruiting system? How about a powerful follow-up strategy to garner referrals? These things can be set up in a matter of minutes, which, for a small company simply looking to get maximum leverage out of marketing automation, is a huge plus.

@justinbhandley
Justin Handley is an online marketing consultant and automation expert, as well as the founder of ManagedWP.Rocks, a full-service WordPress management company and WebMissionControl.com, a high-speed, stable, and secure WordPress hosting service. He lives in Puerto Rico and likes to surf and hang out with his family in the free time that marketing automation creates in his life.
“My top tool for marketing automation is…”
I’ve been working in online marketing for 15 years and have watched the rise of marketing automation. As a marketing consultant for literally hundreds of clients, I’ve had the opportunity to view and use most of the automation tools on the market today. To clarify, I work in the small- to mid-sized business range, so I’m not talking SAP here. Out of what is available to the average business owner, Infusionsoft has consistently been leagues above the competition. Every couple of years, I’ll watch a competitor get good at their game, and maybe excel in a single feature set in a way that makes them an attractive possibility, but no one has come close to offering the all-in-one automation suite that is Infusionsoft. The core of the platform is the Campaign Builder, which makes incredibly complex marketing logic as simple as drag-and-drop, including many campaigns that you can simply choose from, install for free, and edit the copy on. Need an affiliate recruiting system? How about a powerful follow-up strategy to garner referrals? These things can be set up in a matter of minutes, which, for a small company simply looking to get maximum leverage out of marketing automation, is a huge plus.
Blair Nastasi
@MediaMogulsPR
Blair Nastasi is the CEO & Founder of Media Moguls PR and Co-Founder of Kickass Business Cruises. She’s been featured on ABC News (three times), Bplans.com, Wrike blog, Docurated, and CEO Blog Nation. She’s also the #1 Marketing & Business Columnist on Examiner.com. Nastasi is on the board of directors for three Non-Profits and is the marketing committee chair for SCORE Salt Lake City. Nastasi has helped successfully launch more than two dozen startups.
“My favorite tool for automating marketing activities is…”
Hands down, Hootsuite is my favorite marketing automation platform. I can see streams from all my social media profiles in one place, as well as schedule my posts for several weeks (or more) in advance. It saves me 5 to 6 hours per month by automating. I also like that it’s insanely affordable and it allows me to schedule social media posts based on peak engagement times, so I don’t have to put in guesswork on the best times of day to schedule things.

@MediaMogulsPR
Blair Nastasi is the CEO & Founder of Media Moguls PR and Co-Founder of Kickass Business Cruises. She’s been featured on ABC News (three times), Bplans.com, Wrike blog, Docurated, and CEO Blog Nation. She’s also the #1 Marketing & Business Columnist on Examiner.com. Nastasi is on the board of directors for three Non-Profits and is the marketing committee chair for SCORE Salt Lake City. Nastasi has helped successfully launch more than two dozen startups.
“My favorite tool for automating marketing activities is…”
Hands down, Hootsuite is my favorite marketing automation platform. I can see streams from all my social media profiles in one place, as well as schedule my posts for several weeks (or more) in advance. It saves me 5 to 6 hours per month by automating. I also like that it’s insanely affordable and it allows me to schedule social media posts based on peak engagement times, so I don’t have to put in guesswork on the best times of day to schedule things.
Addys Guerra
@TforBB
Addys Guerra is a successful social media manager with years of experience. Guerra has managed accounts for Animation Shops, Angry Gut, and now currently Toys for Big Boys.
“My top tool for automating marketing activities is…”
My number one tool for automating my marketing efforts is primarily Hootsuite. I schedule posts for all days of the week and I answer comments and messages. It helps me keep track of how many products I’ve promoted that week, and I can cross-reference with my promotions calendar. I also use the ‘save drafts’ feature to save social media updates for the upcoming weeks. This saves me so much time and energy, especially when we have a holiday coming up and I need to promote a particular product on that day. For example, I can schedule a Father’s Day post weeks in advance, which ensures that I will NOT forget to address it. Finally, in keeping conversations, I can save different Twitter hashtag streams and tweet to users that are tweeting about targeted topics. I can also keep track of their replies in our conversation. I love Hootsuite!

@TforBB
Addys Guerra is a successful social media manager with years of experience. Guerra has managed accounts for Animation Shops, Angry Gut, and now currently Toys for Big Boys.
“My top tool for automating marketing activities is…”
My number one tool for automating my marketing efforts is primarily Hootsuite. I schedule posts for all days of the week and I answer comments and messages. It helps me keep track of how many products I’ve promoted that week, and I can cross-reference with my promotions calendar. I also use the ‘save drafts’ feature to save social media updates for the upcoming weeks. This saves me so much time and energy, especially when we have a holiday coming up and I need to promote a particular product on that day. For example, I can schedule a Father’s Day post weeks in advance, which ensures that I will NOT forget to address it. Finally, in keeping conversations, I can save different Twitter hashtag streams and tweet to users that are tweeting about targeted topics. I can also keep track of their replies in our conversation. I love Hootsuite!
Susan J. Campbell
@marketingsjc
Susan J Campbell is the President and Founder of SJC Marketing, a full-service marketing firm that helps businesses create their brand and then identifies the right mix of tools to communicate that message to the right audience.
“When it comes to marketing automation, I turn to…”
At SJC Marketing, we are big fans of blogs. Not only do they drive a ton of traffic to a website, they are also completely customizable. You can share your company’s environment, stories about your employees, executives or people you serve, and become transparent to your readers. You’ll never run out of things to write about, and it’s a platform where you can be seen as an expert in your industry.

@marketingsjc
Susan J Campbell is the President and Founder of SJC Marketing, a full-service marketing firm that helps businesses create their brand and then identifies the right mix of tools to communicate that message to the right audience.
“When it comes to marketing automation, I turn to…”
At SJC Marketing, we are big fans of blogs. Not only do they drive a ton of traffic to a website, they are also completely customizable. You can share your company’s environment, stories about your employees, executives or people you serve, and become transparent to your readers. You’ll never run out of things to write about, and it’s a platform where you can be seen as an expert in your industry.
Yuimi Vashum
@YuimiDemi
Yuimi Vashum is the Content Analyst and Outreach Manager at Wisecalvin.com, a digital marketing firm.
“My top tool for marketing automation is…”
My number-one tool is Buzzsumo. Why? Because it does all the work for me, from digging out the right content that is trending to the uncovering the blogs that are most trusted. Not just that, it shows me the backlinks and the number of shares, and I do not need to go digging out my competitors’ performance elsewhere.
If anyone is into digital marketing, especially working on content, marry Buzzsumo!

@YuimiDemi
Yuimi Vashum is the Content Analyst and Outreach Manager at Wisecalvin.com, a digital marketing firm.
“My top tool for marketing automation is…”
My number-one tool is Buzzsumo. Why? Because it does all the work for me, from digging out the right content that is trending to the uncovering the blogs that are most trusted. Not just that, it shows me the backlinks and the number of shares, and I do not need to go digging out my competitors’ performance elsewhere.
If anyone is into digital marketing, especially working on content, marry Buzzsumo!
Adelaida Diaz-Roa
@ruffit_usa
Adelaida Diaz-Roa is the Co Owner at Pawliday Inn and Ruffit & Villy Customs.
Instagram has grown to be one of our biggest and most important marketing outlets and my number-one tool to automate that has been Instagress.com. I love it because it gets us new followers every single day, and it goes out and likes and comments on relevant pictures for you 24/7. I used to do this in my free time before, but that was only one or two hours each day and I couldn’t reach very many people. It has been a huge help spreading the word and getting more people to know about our product. It also has many features to fit all types of businesses, such as certain times to like posts, certain locations to look at, and certain hashtags, along with other helpful options.

@ruffit_usa
Adelaida Diaz-Roa is the Co Owner at Pawliday Inn and Ruffit & Villy Customs.
Instagram has grown to be one of our biggest and most important marketing outlets and my number-one tool to automate that has been Instagress.com. I love it because it gets us new followers every single day, and it goes out and likes and comments on relevant pictures for you 24/7. I used to do this in my free time before, but that was only one or two hours each day and I couldn’t reach very many people. It has been a huge help spreading the word and getting more people to know about our product. It also has many features to fit all types of businesses, such as certain times to like posts, certain locations to look at, and certain hashtags, along with other helpful options.
Jeff Kew
@YouDiscoverUs
Jeff Kew works for Youvediscovered.us (YDU), a company started by a small team of digital marketing professionals who believe in doing things quickly, using the newest and most efficient tech, and keeping overhead low. YDU makes sure to use tools that are readily available, accessible and affordable, no matter your size.
“My #1 tool for automating marketing activities is…”
Mautic Marketing Automation: It’s open source, disruptive, and affordable, which makes it available to everyone.
Mautic.com offers a hosted SaaS, providing comparable feature sets to Hubspot, Marketo, Pardot, and similar SaaS products today. With those big-name, old-school services, you’re paying hundreds to thousands of dollars per month to make use of their tool sets. Mautic.com does the same and only charges $12 per month if you have over 2,500 leads. If you have less than 2,500 leads, then Mautic.com is free.
If you would rather it be free for over 2,500 contacts, you can self-host on your own VPS or shared hosting site, then you can download the Mautic installer and implement it that way. Head over to Mautic.org or Mautic.slack.com to learn more about self-hosted instances. BUT, given the cost and effort related to self-hosting, I’m encouraging clients to only use the hosted model.
At YDU, we’re in the process of moving some clients with 100K+ leads over to Mautic from Mailchimp. This is kind of ironic, since we’re listed on the Mailchimp Expert Directory and use Mailchimp quite extensively for our clients. No doubt, Mailchimp is a great tool and offers some very good automation tools. But for some clients whose needs require a more sophisticated marketing automation solution, Mautic is a cost savings and gives us far better campaign tools.

@YouDiscoverUs
Jeff Kew works for Youvediscovered.us (YDU), a company started by a small team of digital marketing professionals who believe in doing things quickly, using the newest and most efficient tech, and keeping overhead low. YDU makes sure to use tools that are readily available, accessible and affordable, no matter your size.
“My #1 tool for automating marketing activities is…”
Mautic Marketing Automation: It’s open source, disruptive, and affordable, which makes it available to everyone.
Mautic.com offers a hosted SaaS, providing comparable feature sets to Hubspot, Marketo, Pardot, and similar SaaS products today. With those big-name, old-school services, you’re paying hundreds to thousands of dollars per month to make use of their tool sets. Mautic.com does the same and only charges $12 per month if you have over 2,500 leads. If you have less than 2,500 leads, then Mautic.com is free.
If you would rather it be free for over 2,500 contacts, you can self-host on your own VPS or shared hosting site, then you can download the Mautic installer and implement it that way. Head over to Mautic.org or Mautic.slack.com to learn more about self-hosted instances. BUT, given the cost and effort related to self-hosting, I’m encouraging clients to only use the hosted model.
At YDU, we’re in the process of moving some clients with 100K+ leads over to Mautic from Mailchimp. This is kind of ironic, since we’re listed on the Mailchimp Expert Directory and use Mailchimp quite extensively for our clients. No doubt, Mailchimp is a great tool and offers some very good automation tools. But for some clients whose needs require a more sophisticated marketing automation solution, Mautic is a cost savings and gives us far better campaign tools.
Walter Wise
@BPIStrategy
Walter Wise is a Marketing Strategist, Lead Generation Specialist and Executive Coach at BPI Strategy Group, and the author of the highly acclaimed book, Getting Back to Basics, Effective Marketing Strategies to Grow Your Business in Today’s Brutal Economy.
“When it comes to marketing automation, I rely on…”
My number one tool is my autoresponder system. There are many different flavors, from simple to complex, and they each have their own set of features and functions.
On the low end, there is Constant Contact, Aweber, and GetResponse. In the middle, you will find ActiveCampaign, Hatchbuck, Sendlane, and SalesNexus, among others. At the high end and also the most complex, there is Ontraport and Infusionsoft. And there are many others in each category, but these are the ones I am familiar with.
I currently use GetResponse and Hatchbuck. I have them set to send out my weekly newsletter and various keep-in-touch email messages to those that sign up for one of my reports or webinars, or people I meet at networking events, conferences, etc. All on autopilot once everything is set up.

@BPIStrategy
Walter Wise is a Marketing Strategist, Lead Generation Specialist and Executive Coach at BPI Strategy Group, and the author of the highly acclaimed book, Getting Back to Basics, Effective Marketing Strategies to Grow Your Business in Today’s Brutal Economy.
“When it comes to marketing automation, I rely on…”
My number one tool is my autoresponder system. There are many different flavors, from simple to complex, and they each have their own set of features and functions.
On the low end, there is Constant Contact, Aweber, and GetResponse. In the middle, you will find ActiveCampaign, Hatchbuck, Sendlane, and SalesNexus, among others. At the high end and also the most complex, there is Ontraport and Infusionsoft. And there are many others in each category, but these are the ones I am familiar with.
I currently use GetResponse and Hatchbuck. I have them set to send out my weekly newsletter and various keep-in-touch email messages to those that sign up for one of my reports or webinars, or people I meet at networking events, conferences, etc. All on autopilot once everything is set up.
Christopher Gaudreau
@contentshow
Christopher Gaudreau is a marketing professional and host of the Content Show.
“My favorite tool for automating marketing activities is…”
Lately I’m really loving LeadPages. It simplifies my workflow so much. They have so many great templates to choose from and I can sort them by highest converting. They have the exact sales funnel from Jeff Walker’s Product Launch Formula, a system that thousands of marketing professionals have been using for over a decade now. It works, and now most of the work is done for me already. I just connect it with GetResponse, an email marketing client, and set up some autoresponders. I can have a whole new marketing campaign and high-converting sales funnel in just a few hours.

@contentshow
Christopher Gaudreau is a marketing professional and host of the Content Show.
“My favorite tool for automating marketing activities is…”
Lately I’m really loving LeadPages. It simplifies my workflow so much. They have so many great templates to choose from and I can sort them by highest converting. They have the exact sales funnel from Jeff Walker’s Product Launch Formula, a system that thousands of marketing professionals have been using for over a decade now. It works, and now most of the work is done for me already. I just connect it with GetResponse, an email marketing client, and set up some autoresponders. I can have a whole new marketing campaign and high-converting sales funnel in just a few hours.
Scott Kennard
@FreshStart_SRK
Scott Kennard is a PR Specialist at 911 Restoration, a company that repairs houses nationwide after disasters. In addition to PR, Kennard is often involved with other marketing decisions, ranging from SEO tactics to Social Media contests.
“The #1 tool I use for marketing automation is…”
The number-one tool we use here for automating our marketing efforts is the Google Analytics add-on with all of our Google Docs. Being able to quickly and easily formulate reports and manipulate raw data is priceless in the ever-quickening, ever-advancing world of marketing.

@FreshStart_SRK
Scott Kennard is a PR Specialist at 911 Restoration, a company that repairs houses nationwide after disasters. In addition to PR, Kennard is often involved with other marketing decisions, ranging from SEO tactics to Social Media contests.
“The #1 tool I use for marketing automation is…”
The number-one tool we use here for automating our marketing efforts is the Google Analytics add-on with all of our Google Docs. Being able to quickly and easily formulate reports and manipulate raw data is priceless in the ever-quickening, ever-advancing world of marketing.
Tali Raphaely
@ArmourTitle
Tali Raphaely is the President of Armour Title Company, a nationwide real estate title company. Raphaely is also an Attorney, the Founder & Executive Director of a great charity, and the author of a book on negotiation.
“My top solution for automating marketing activities is…”
My favorite marketing automation tool is Salesforce because it is so robust, allows for collaboration among my sales staff, enables me to run informative and easy-to-understand reports, and provides excellent time saving templates and other tools that allow for optimal efficiency.

@ArmourTitle
Tali Raphaely is the President of Armour Title Company, a nationwide real estate title company. Raphaely is also an Attorney, the Founder & Executive Director of a great charity, and the author of a book on negotiation.
“My top solution for automating marketing activities is…”
My favorite marketing automation tool is Salesforce because it is so robust, allows for collaboration among my sales staff, enables me to run informative and easy-to-understand reports, and provides excellent time saving templates and other tools that allow for optimal efficiency.
Saurabh Nangia
@nagia5
Saurabh Nangia is the founder of TargetingMantra. He helped develop personalization systems at Amazon.com and its subsidiaries like IMDB, Lovefilm, Audible, Shopbop, and Zappos.
“The marketing automation tool that tops my list of go-to tools is…”
The automation tool that is topping my list is Brand24. It makes monitoring my brand and product on the internet so easy! I can check my site mentions on social media, the sentiments, and the reach as well. It also shows the most influential person on the site with their reach statistics. The best thing about it is that it makes it easy for me to discuss with my marketing team as they give real-time infographic, PDFs and data exports. Definitely a must-engage tool for marketers.

@nagia5
Saurabh Nangia is the founder of TargetingMantra. He helped develop personalization systems at Amazon.com and its subsidiaries like IMDB, Lovefilm, Audible, Shopbop, and Zappos.
“The marketing automation tool that tops my list of go-to tools is…”
The automation tool that is topping my list is Brand24. It makes monitoring my brand and product on the internet so easy! I can check my site mentions on social media, the sentiments, and the reach as well. It also shows the most influential person on the site with their reach statistics. The best thing about it is that it makes it easy for me to discuss with my marketing team as they give real-time infographic, PDFs and data exports. Definitely a must-engage tool for marketers.
Owen Powis
@mailflowteam
@wordtracker
Owen Powis is the Founder and CEO of Mailflow and CEO of Wordtracker. With a strong focus on digital marketing throughout his career, Owen has worked across both agency and client side, creating and leading campaigns for companies ranging from international brands and household names to SMEs.
“When it comes to marketing automation, I prefer…”
We are an email marketing platform, so we obviously have a big focus towards email automation. For us, the magic happens when we link several different tools together. This opens up automation opportunities where onsite actions can trigger different email messages. Automation must be used carefully, though, as it simply isn’t advantageous when used to blindly send out message after message (be it email, social or any other channel). The real advantage for both the marketer and his audience is when it is instead used to segment and target audience members in far greater detail than otherwise possible. In this way, your audience can receive more and more nuanced messaging that they are, in return, more likely to engage with.

@mailflowteam
@wordtracker
Owen Powis is the Founder and CEO of Mailflow and CEO of Wordtracker. With a strong focus on digital marketing throughout his career, Owen has worked across both agency and client side, creating and leading campaigns for companies ranging from international brands and household names to SMEs.
“When it comes to marketing automation, I prefer…”
We are an email marketing platform, so we obviously have a big focus towards email automation. For us, the magic happens when we link several different tools together. This opens up automation opportunities where onsite actions can trigger different email messages. Automation must be used carefully, though, as it simply isn’t advantageous when used to blindly send out message after message (be it email, social or any other channel). The real advantage for both the marketer and his audience is when it is instead used to segment and target audience members in far greater detail than otherwise possible. In this way, your audience can receive more and more nuanced messaging that they are, in return, more likely to engage with.
Steve Susina
@LyonsConsulting
An electrical engineer by education and marketer by choice, Steve Susina uses data and analytics to help firms generate demand, establish thought leadership, and strengthen the company brand. He currently serves as Marketing Director for Lyons Consulting Group (LYONSCG), a full-service eCommerce digital agency. He is a Marketo Certified Expert with more than five years of experience using marketing automation.
“My first choice among marketing automation tools is…”
Marketo is my number-one, go-to marketing automation tool. I started using it six years ago because it was a cost effective replacement to the agency I was using for outsourced landing page development. I quickly realized that it provides me, the marketer, with a comprehensive set of marketing tools. When combined with Salesforce.com, I can manage our contacts as they migrate through various marketing campaigns to qualified leads. The lead-scoring tools give me the ability to target prospects that match our needs, while prioritizing our efforts towards those that demonstrate a readiness to buy. Marketo gives me great insight into attribution and marketing performance, easy-to-use tools to build responsive emails and landing pages, and new, built-in features such as social media marketing, a new marketing calendar, and even SEO tools.
However, the best part of Marketo isn’t the platform; it’s the company’s commitment to building a community of like-minded marketers they call Marketing Nation. These are people who share a common approach to the profession, who, together, form a strong personal and professional network. This network provides an added resource where I can go to get insights, ideas, and assistance. Through Marketing Nation, I get the sense that Marketo takes an interest in my personal success.

@LyonsConsulting
An electrical engineer by education and marketer by choice, Steve Susina uses data and analytics to help firms generate demand, establish thought leadership, and strengthen the company brand. He currently serves as Marketing Director for Lyons Consulting Group (LYONSCG), a full-service eCommerce digital agency. He is a Marketo Certified Expert with more than five years of experience using marketing automation.
“My first choice among marketing automation tools is…”
Marketo is my number-one, go-to marketing automation tool. I started using it six years ago because it was a cost effective replacement to the agency I was using for outsourced landing page development. I quickly realized that it provides me, the marketer, with a comprehensive set of marketing tools. When combined with Salesforce.com, I can manage our contacts as they migrate through various marketing campaigns to qualified leads. The lead-scoring tools give me the ability to target prospects that match our needs, while prioritizing our efforts towards those that demonstrate a readiness to buy. Marketo gives me great insight into attribution and marketing performance, easy-to-use tools to build responsive emails and landing pages, and new, built-in features such as social media marketing, a new marketing calendar, and even SEO tools.
However, the best part of Marketo isn’t the platform; it’s the company’s commitment to building a community of like-minded marketers they call Marketing Nation. These are people who share a common approach to the profession, who, together, form a strong personal and professional network. This network provides an added resource where I can go to get insights, ideas, and assistance. Through Marketing Nation, I get the sense that Marketo takes an interest in my personal success.
Michelle Brammer
@eZangaInc
Michelle Brammer is the marketing and PR manager for the online digital marketing firm, eZanga.com.
“My favorite marketing automation tool is…”
Hootsuite’s Hootlet Chrome extension is my go-to! It makes it easy to pre-schedule tweets that I think are valuable for my followers right from my browser, without the added steps of opening up the platform.

@eZangaInc
Michelle Brammer is the marketing and PR manager for the online digital marketing firm, eZanga.com.
“My favorite marketing automation tool is…”
Hootsuite’s Hootlet Chrome extension is my go-to! It makes it easy to pre-schedule tweets that I think are valuable for my followers right from my browser, without the added steps of opening up the platform.
Ronnie Deaver
@ICTAsset
Ronnie is a Marketing Manager for ICT, a small electronics recycling firm in Boston, MA, and a Marketing Consultant in his free time. His views mostly represent that of local small businesses and tools applicable towards making their lives’ easier.
“The best tool for marketing automation is…”
As a small business specialist, I find the one thing that every business owner or marketing team lacks is time. That said, social media marketing is an extremely time-consuming and difficult task to handle, but is an important piece of a full marketing campaign. With multiple platforms to operate and tons of content to sift through, most teams don’t effectively use social media to engage and market to their customers. That said, the number-one tool in my playbook to handle this and save time is Buffer. Buffer automatically shares content at scheduled times on every platform. Additionally, adding content to be shared and posted is only a click away and really couldn’t be easier. Within minutes, a marketer can have a week’s worth of content scheduled for five or more platforms. Buffer is an irreplaceable tool.

@ICTAsset
Ronnie is a Marketing Manager for ICT, a small electronics recycling firm in Boston, MA, and a Marketing Consultant in his free time. His views mostly represent that of local small businesses and tools applicable towards making their lives’ easier.
“The best tool for marketing automation is…”
As a small business specialist, I find the one thing that every business owner or marketing team lacks is time. That said, social media marketing is an extremely time-consuming and difficult task to handle, but is an important piece of a full marketing campaign. With multiple platforms to operate and tons of content to sift through, most teams don’t effectively use social media to engage and market to their customers. That said, the number-one tool in my playbook to handle this and save time is Buffer. Buffer automatically shares content at scheduled times on every platform. Additionally, adding content to be shared and posted is only a click away and really couldn’t be easier. Within minutes, a marketer can have a week’s worth of content scheduled for five or more platforms. Buffer is an irreplaceable tool.
Don Uhlir
@OneArmDon
Don Uhlir is Founder and President of Extremely-Sharp.com, a family-owned company that sells survival, outdoors, and hunting supplies. Don has been an entrepreneur for over 20 years, starting a number of retail stores, hitting his stride when he partnered with his brother.
“My #1 tool for marketing automation is…”
Our number-one tool for automating marketing is Sideqik. They have an incredible platform that allows us to automate all of our marketing with our brand ambassadors, the blogs we know, and even other companies. We’re a family-owned business and produce some great content about survival and getting outdoors, but we had difficulties sharing that content and reaching new people. Sideqik lets us provide that content to our partners, highlight them, and authentically reach new audiences.

@OneArmDon
Don Uhlir is Founder and President of Extremely-Sharp.com, a family-owned company that sells survival, outdoors, and hunting supplies. Don has been an entrepreneur for over 20 years, starting a number of retail stores, hitting his stride when he partnered with his brother.
“My #1 tool for marketing automation is…”
Our number-one tool for automating marketing is Sideqik. They have an incredible platform that allows us to automate all of our marketing with our brand ambassadors, the blogs we know, and even other companies. We’re a family-owned business and produce some great content about survival and getting outdoors, but we had difficulties sharing that content and reaching new people. Sideqik lets us provide that content to our partners, highlight them, and authentically reach new audiences.
Lisa Baker-King
@zebecs
Lisa Baker-King is a nationally recognized and televised family author and relationship expert who is creating a movement to connect families and celebrate children. She is passionate about helping children to find their voice while giving parents and adults the tools they need to recognize what is RIGHT about them.
“My go-to tool for automating my marketing activities is…”
After test driving several marketing automation tools and feeling like a serial tire kicker, I have finally decided on Hootsuite as my go-to tool. The new car smell is gone and I am still happy with my purchase for three primary reasons:
1. Hootsuite allows me to not only be very strategic in my social media marketing, but also provides visible insight into the performance of my strategy with custom reports.
2. Some of the tools I test drove had limiting size constraints on videos and even images. Hootsuite allows me to post large videos and images.
3. Lastly and most importantly is the ability to manage ALL my social media platforms in one place. Not only is this simply convenient, but it is strategic. I can manage all my marketing campaigns at one time, across multiple platforms, in a way that targets the different audiences on social media and their unique social behaviors.

@zebecs
Lisa Baker-King is a nationally recognized and televised family author and relationship expert who is creating a movement to connect families and celebrate children. She is passionate about helping children to find their voice while giving parents and adults the tools they need to recognize what is RIGHT about them.
“My go-to tool for automating my marketing activities is…”
After test driving several marketing automation tools and feeling like a serial tire kicker, I have finally decided on Hootsuite as my go-to tool. The new car smell is gone and I am still happy with my purchase for three primary reasons:
1. Hootsuite allows me to not only be very strategic in my social media marketing, but also provides visible insight into the performance of my strategy with custom reports.
2. Some of the tools I test drove had limiting size constraints on videos and even images. Hootsuite allows me to post large videos and images.
3. Lastly and most importantly is the ability to manage ALL my social media platforms in one place. Not only is this simply convenient, but it is strategic. I can manage all my marketing campaigns at one time, across multiple platforms, in a way that targets the different audiences on social media and their unique social behaviors.
David T. Scott
@ScottOnMktg
David is a marketing guru with 20 years of experience in the field. On top of being CMO at Gigya, David is also an author. His book, The New Rules of Lead Generation, is a tell all guide for marketers young and old for all things Lead Gen.
“My go-to tool for marketing automation is…”
My go-to tool is Marketo, which is a marketing automation tool. Marketo is valuable because it gives you all the tools you need to convert interested parties into marketing leads and then nurture the marketing lead all of the way through to purchase. It gives you tools to score your potential customer based on how engaged they are. It gives you the chance to put them into an email stream based on important criteria, such as their job title or industry. Marketo also allows you to track conversion rates across multiple lead generation tactics.

@ScottOnMktg
David is a marketing guru with 20 years of experience in the field. On top of being CMO at Gigya, David is also an author. His book, The New Rules of Lead Generation, is a tell all guide for marketers young and old for all things Lead Gen.
“My go-to tool for marketing automation is…”
My go-to tool is Marketo, which is a marketing automation tool. Marketo is valuable because it gives you all the tools you need to convert interested parties into marketing leads and then nurture the marketing lead all of the way through to purchase. It gives you tools to score your potential customer based on how engaged they are. It gives you the chance to put them into an email stream based on important criteria, such as their job title or industry. Marketo also allows you to track conversion rates across multiple lead generation tactics.
Arthur Colker
@Hotelied
Arthur is the Director of Growth at Hotelied, the first hotel booking website where travelers can unlock exclusive discounts based on their social media influence, travel loyalty status, and industry. Prior, he ran digital acquisition and engagement at Softcard, AT&T, Verizon, and T-Mobile’s NFC mobile wallet, which was ultimately acquired by Google.
“The number one tool I rely on for marketing automation is…”
My number-one, favorite tool for automating marketing is Mixpanel’s notification tool. Mixpanel’s notification tool allows us to easily segment our customer base and sent them targeted, personal emails. These email notifications can be set up to send automatically when a customer reaches a certain set of criteria. They can be A/B tested, and Mixpanel enables you to measure the notification’s actual impact on the desired metric in a statistically significant manner.

@Hotelied
Arthur is the Director of Growth at Hotelied, the first hotel booking website where travelers can unlock exclusive discounts based on their social media influence, travel loyalty status, and industry. Prior, he ran digital acquisition and engagement at Softcard, AT&T, Verizon, and T-Mobile’s NFC mobile wallet, which was ultimately acquired by Google.
“The number one tool I rely on for marketing automation is…”
My number-one, favorite tool for automating marketing is Mixpanel’s notification tool. Mixpanel’s notification tool allows us to easily segment our customer base and sent them targeted, personal emails. These email notifications can be set up to send automatically when a customer reaches a certain set of criteria. They can be A/B tested, and Mixpanel enables you to measure the notification’s actual impact on the desired metric in a statistically significant manner.
Michael Peggs
@MichaelPeggs
Michael Peggs is the founder of Marccx Media, a content marketing agency based in New York City. Michael helps small business owners and large companies plan, produce, and promote content that drives traffic, generates more qualified leads, and increases business for your brand.
“My preferred tools for automating marketing activities are…”
Two of my go-to tools for automating my marketing efforts include:
1. We all know that content is king, but it’s also confusing! When you have to create so much, how do you keep it all organized? A content calendar is your best bet, and I use CoSchedule. Not only can I schedule content and invite members of my team to contribute, but CoSchedule integrates directly with WordPress and my social media profiles. I can schedule, publish, and post all in one web app.
2. When it comes to creating engaging content, a picture really is worth a thousand words. I use Canva to create blog and social media covers from scratch. You can also use their many templates to customize beautiful graphics for your brand.

@MichaelPeggs
Michael Peggs is the founder of Marccx Media, a content marketing agency based in New York City. Michael helps small business owners and large companies plan, produce, and promote content that drives traffic, generates more qualified leads, and increases business for your brand.
“My preferred tools for automating marketing activities are…”
Two of my go-to tools for automating my marketing efforts include:
1. We all know that content is king, but it’s also confusing! When you have to create so much, how do you keep it all organized? A content calendar is your best bet, and I use CoSchedule. Not only can I schedule content and invite members of my team to contribute, but CoSchedule integrates directly with WordPress and my social media profiles. I can schedule, publish, and post all in one web app.
2. When it comes to creating engaging content, a picture really is worth a thousand words. I use Canva to create blog and social media covers from scratch. You can also use their many templates to customize beautiful graphics for your brand.
Sandy Arons, MBA
@SandyArons
Sandy Arons is president and Founder of Arons & Associates Divorce Planning. She educates couples about financial issues of their divorce so they understand the numbers, are less fearful, have confidence in their decisions during negotiations, and avoid unnecessary conflict for their children and family. Arons does not sell investments or manage money. She is an educator.
“My top tool for automating marketing activities is…”
I love love using Emma for my email marketing because I am empowered to be independent with my marketing campaigns. and I can create my own marketing campaigns when I want to. That may be Sunday morning at 7:00 a.m. or Wednesday night at 11:00 p.m. No more working with a marketing company and waiting two days to hear back from them with the finished product. For example, if I want to send a mailing on Thursday, I can create it Wednesday night and schedule it to be sent at 9:00 a.m. Thursday, while I am flying to Chicago. The fact that I live in Nashville and Emma is also based here is another plus. Their rates are reasonable and have customer service available from 7:00 a.m. to 7:00 p.m. Emma is an entrepreneur’s best friend.

@SandyArons
Sandy Arons is president and Founder of Arons & Associates Divorce Planning. She educates couples about financial issues of their divorce so they understand the numbers, are less fearful, have confidence in their decisions during negotiations, and avoid unnecessary conflict for their children and family. Arons does not sell investments or manage money. She is an educator.
“My top tool for automating marketing activities is…”
I love love using Emma for my email marketing because I am empowered to be independent with my marketing campaigns. and I can create my own marketing campaigns when I want to. That may be Sunday morning at 7:00 a.m. or Wednesday night at 11:00 p.m. No more working with a marketing company and waiting two days to hear back from them with the finished product. For example, if I want to send a mailing on Thursday, I can create it Wednesday night and schedule it to be sent at 9:00 a.m. Thursday, while I am flying to Chicago. The fact that I live in Nashville and Emma is also based here is another plus. Their rates are reasonable and have customer service available from 7:00 a.m. to 7:00 p.m. Emma is an entrepreneur’s best friend.
Justin Fishaw
@HighLevelMarket
Justin Fishaw is the Marketing Director at High Level Marketing, a fast-growing website design & SEO company based out of Metro Detroit. Aside from geeking out over inbound marketing tactics, Justin owns and operates SMPLFD, a clothing brand & design house in Detroit.
“When it comes to marketing automation, I turn to…”
In my experience, Hubspot is my absolute number one go-to when it comes to marketing automation software. While it’s not perfect, I’ve used their platform for more than four years in multiple companies. Hubspot’s platform has provided me with the tools necessary to create highly impactful inbound marketing and lead-generation programs. Aside from its software, what really sets Hubspot apart in my eyes is the company’s customer support and vast library of content resources. It has allowed me to learn the ins and outs of inbound marketing, all while being able to see it come to life using the Hubspot platform. An added bonus: They throw a killer conference every year in Boston.

@HighLevelMarket
Justin Fishaw is the Marketing Director at High Level Marketing, a fast-growing website design & SEO company based out of Metro Detroit. Aside from geeking out over inbound marketing tactics, Justin owns and operates SMPLFD, a clothing brand & design house in Detroit.
“When it comes to marketing automation, I turn to…”
In my experience, Hubspot is my absolute number one go-to when it comes to marketing automation software. While it’s not perfect, I’ve used their platform for more than four years in multiple companies. Hubspot’s platform has provided me with the tools necessary to create highly impactful inbound marketing and lead-generation programs. Aside from its software, what really sets Hubspot apart in my eyes is the company’s customer support and vast library of content resources. It has allowed me to learn the ins and outs of inbound marketing, all while being able to see it come to life using the Hubspot platform. An added bonus: They throw a killer conference every year in Boston.
Valentin Valov
@vlnt
Valentin Valov is a Digital PR Strategist for Hop Online. Valentin helps people and brands better understand the new age of communicative & interactive driven marketing.
“My favorite tool for automating my marketing efforts is…”
My favorite tool to automate our outreach efforts is Buzzstream. Not only can you schedule your outgoing communication, but you have every prospect categorized. Every single detail beginning with your initial research is in one place, and that’s gold. When pitching to journalists and bloggers, it is essential to learn about them and get to know their habits and writing style. Buzzstream lets you keep track of hundreds of prospects at a time. After all, you can’t always remember everything. In addition, automating your responses and reminders is awesome, since it lets you focus on other important tasks.
@vlnt
Valentin Valov is a Digital PR Strategist for Hop Online. Valentin helps people and brands better understand the new age of communicative & interactive driven marketing.
“My favorite tool for automating my marketing efforts is…”
My favorite tool to automate our outreach efforts is Buzzstream. Not only can you schedule your outgoing communication, but you have every prospect categorized. Every single detail beginning with your initial research is in one place, and that’s gold. When pitching to journalists and bloggers, it is essential to learn about them and get to know their habits and writing style. Buzzstream lets you keep track of hundreds of prospects at a time. After all, you can’t always remember everything. In addition, automating your responses and reminders is awesome, since it lets you focus on other important tasks.
Sunday, 28 May 2017
The Only 14 Startup Tools You Need to Build a Unicorn
Imagine if you had to send marketing emails manually, or keep your records in a tattered binder on your desk.
Every company, even startups, needs to make a minimum investment in SaaS tools for work like email marketing, project management, and tracking sales.
But the catch is that some of these startup tools can cost huge amounts of money, and when you’re a young startup you don’t want to be forking out in excess of $2,000/user/month for just one piece of software.
The point of this post is to explain the minimum viable SaaS stack your startup should invest in, based on what we’ve found out at Process Street in our many (many, many, many) tool-testing escapades. I’ll even do the math for you, and collate the estimated annual cost at the end.
Ready to start building up your toolbox with the best SaaS out there?
Here we go:
Database management: Airtable
Without Airtable, we’d still be storing data in various random spreadsheets, constantly having permission issues, and be unable to get a proper picture of all our data. With it, we now store all of our marketing and product data in one place that connects to over 750 different apps via Zapier.Airtable takes you a step further than spreadsheets because it’s a relational database.
Setting up a database sounds harder than it actually is, probably because databases used to have to be made in complex apps or by using something like SQL.
Thanks to Airtable, everyone can have access to the power of a database that can hold everything from SEO data to customers and marketing contacts, all linked together so you can keep the data in a single, automatable, accessible place and stop scrambling to find what you need on your hard drive or inside Google Drive.
Pricing: free, or $12/user/month
Marketing automation & support: Intercom
Intercom is an all-in-one platform for communicating with your customers, both for marketing and support. Last year we were using MailChimp for marketing automation, and Intercom for support, but we recently switched over to purely running our email marketing through Intercom.Intercom consists of three products: Respond, Engage, and Educate:
Respond is an awesome support solution, with assignments, notes, automation, team inboxes, and performance metrics. It’s priced from $53/month for 250 customer contacts, but the price doesn’t rocket up as your business grows, it climbs gradually. For example, it’ll cost you $101/month for 4,000 customer contacts (and unlimited team members at every level).
Engage is Intercom’s marketing automation side. It lets you send messages manually at any time, based on user activity (perfect for SaaS and subscription businesses), or drip out a sequence of messages to anyone added to your blog subscriber list. In short, it does everything you’d expect from a marketing automation/email marketing service, but also has the layer of user insights because it’s linked to your product or service, too.
Total pricing for Intercom’s Respond and Engage products: $150/company/month for 1,000 contacts
Integrations: Zapier
Zapier is a platform that builds integrations between apps that wouldn’t usually integrate. For example, Intercom doesn’t have a natural integration with Sumo, but we need to send all blog subscribers (some of which come in through Sumo pop-ups) to Intercom. To solve that, we use Zapier to connect the two together.
And that’s just one of the hundreds of use cases. We even use Zapier with our own product, Process Street, to run checklists and add assignments to tasks when an action happens in another app.
Some of my own Zapier use cases at Process Street include:
Add new tagged Airtable URLs with titles to multiple Buffer accounts at once
Create a Google Sheet of incoming emails for analysis
Listen for the words ‘run meeting’ in our content creation Slack channel to fire off a Process Street meeting checklist
Run a Process Street pre-publish checklist when a blog article card is moved into a Trello list
Automatically tweet all RSS feed content
Add Trello cards in the ‘inbox’ list to Todoist with the same due date
So, as you can see, it’s a tool that helps you cut down on masses of data entry. Want to learn more about Zapier? We’ve written a huge ebook on the topic! Get it here.
Pricing: free, or $18.33/month for 20 zaps and 3,000 tasks
Process management: Process Street
The scalability of your startup depends on how well new hires can pick up the pace, learn your processes, and start being efficient. Without documented processes, it’s practically impossible to scale because you’ll be spending time explaining tasks to new hires over and over again. Wouldn’t it be easier if you could just hand them a process and check their progress quickly?That’s where Process Street comes in. With Process Street, you can transfer your company’s knowledge to checklist templates that explain exactly how your team is expected to get the work done. This is great for things like sales qualification, blog pre-publish, employee onboarding, or client onboarding. That’s because all of these tasks have a structure and margin for error.
Here’s an example of an employee onboarding checklist built inside Process Street:
As you can see, each step has a checkbox and can contain form fields, images, videos, text, and more — all to help you explain the tasks that need doing, or to capture structured data.
A library of up-to-date, properly documented processes means you can scale your team with little effort and quickly check the work of your organization at a glance from the Process Street dashboard, which shows you how far each task is progressing:
Process Street also has a Zapier integration, which means you can either link checkboxes to actions in other apps (like sending all form field data to a spreadsheet when a task is checked) or run and assign checklists automatically (e.g. when a new card is labeled in Trello or when you get an email with certain text in the subject line).
Pricing: free, or $12.50/user/month
CRM: Close.io
A CRM is where sales and marketing teams can add leads, communicate with them, and track conversations in one place. It’s an alternative to separate email inboxes, and Close.io is our CRM of choice here at Process Street.Even the cheapest package comes with unlimited leads, contacts, and opportunities, meaning there’s no cap on the number of companies you can reach out to. But what really sets Close.io apart is its amazing search functionality. Using the app’s own variables (or even custom variables you add yourself), you can quickly filter your leads to get a targeted list. For example, you could get every lead in New York City who you haven’t emailed in the past week but have spoken to on the phone at least once.
I find it useful for marketing, too. We use Airtable to collate contacts we’ve mentioned in our blog posts, then use Zapier to automatically add them to Close.io with a tag; when you search the tag, you get a list of everyone to email telling them they’ve been mentioned, and you can bulk email them a template using the tag as a snippet for the URL of the promoted post.
We also use it in conjunction with Process Street for sales qualification.
Close.io might seem expensive at first, but it also covers the cost of calls and won’t need to be purchased for every member of the organization, like a lot of these tools do.
Pricing: $59/user/month
Chat: Slack
Slack is a chat app for teams — check our review here. With it, you can cut email out of the equation entirely and focus on using the most efficient kind of interface instead of the long-outdated email.Inside Slack, you can direct message your co-workers and create channels for each team inside your company. For example, we have a content creation channel where we share resources, have a quick morning catch-up chat, post our WIP articles, and generally communicate a lot more than we would do with just email.
Slack also has a ton of integrations meaning you could take it from being just a chat app like Facebook Messenger to being a fully-fledged dashboard for your notifications.
For example, you can link Slack to Trello and get a constant flow of notifications fed into the relevant channel. If you often work with someone in particular on a board, you can add a Trello integration to that channel and automatically update each other alongside the chat.
Pricing: free, or from $6.67/user/month
Cloud storage: Google Drive
Cloud storage is one of the most basic requirements for modern businesses. Without it, you’re stuck in the ancient days where files had to be emailed from your hard drive, or accessed through the company intranet. I was always under the impression that most businesses used cloud storage, but when a recent study revealed that only 8% of companies share documents using cloud services, I was shocked.Here are the usages and benefits of cloud storage:
Store files outside of company servers, minimizing risk of losing resources
Access files anywhere that has an internet connection
Use another server’s bandwidth, don’t clog up your own company’s
Save money on internal storage space
Control permissions and access to all your company’s resources
And, while there are a ton of different cloud storage services out there, we chose Google Drive because it gives you the best value for money and natively integrates with the rest of the tools we use in the Google suite, like Gmail, Sheets, and Docs.
Pricing: $10/user/month including unlimited storage and all G Suite features
Google Suite vs. Office 365
This little section could be an entire article, but for the purposes of this article it’s worth quickly mentioning that Google Suite and Office 365 are parallel products as far as the tools go (Docs = Word, Sheets = Excel, etc) but the best way to create email accounts and control access for your company domain is to use Google Suite. You can get a plan that we use at Process Street that costs $5/user/month.However, in some cases it might make more sense to get both. With Office 365, you also get Microsoft Flow (which can replace Zapier in some situations), Microsoft Teams (Slack alternative), and Microsoft Planner (Trello alternative).
I’ll talk more about this later on when we get to pricing, but due to their dominance it’s obvious some companies are looking for a Microsoft-heavy solution.
Project and task management: Trello
Trello is a kanban board app that you can imagine like an infinite amount of sticky notes, lists, and boards.
We divide our team’s functions up into boards, and use lists to denote progress through the flow, from ‘idea’ to ‘work in progress’ to ‘done’. With Trello, all of our team’s work is centralized and it’s easy to quickly see the status for particular tasks or add tasks from other apps using their integrations.
Trello is such an open-ended app you can use it to organize pretty much anything: make an editorial calendar, a list of blog post ideas, a list of growth hacking experiments, or just your personal to-do items. Because of that, it organizes a lot of our day-to-day work at Process Street and has just about every feature you could need.
Here’s an example of a Trello board we use at Process Street for managing our editorial calendar and our blog article creation process at the same time:
Pricing: free, or $12.50/user/month
Payment processing: Stripe
For subscription businesses (SaaS included), ecommerce, or anywhere that collects payments from customers over the internet, Stripe is an essential tool. Basically, it’s a payment processing API you can build into your software or website to let users put in their credit card details, be charged, and then notify you.
With Stripe, you can accept debit and credit card payments from customers in any country in over 135 currencies. Without Stripe or a similar API, it’d be a pain in the ass.
Pricing: 2.9% of charge + 30 cents per transaction
Source control: GitHub
Most startups are in the software industry, so it makes sense to assume you need source code control and a repository.
While GitHub is most well known as a network for open source software, it can also be used privately as an internal tool to control edits and rollbacks on collaborative coding projects. At Process Street, we use GitHub to push updates live to the server after they’ve been through the review process. That way, we basically make sure nothing’s going live that will break everything.
Pricing: $9/user/month for the teams plan
Design prototyping: InVision
If your startup is involved with any kind of digital design, whether that’s UI design or web design, you’ll find it hard to get anywhere without a product like InVision.InVision was built to combat the problems designers have when trying to show clients and team mates how their design will work, and what it’ll feel like to use. By uploading screenshots of your design, you can build working prototypes inside InVision complete with clickable elements.
And, when you get feedback from your team, they can comment directly on the part of the interface they’re referring to, eliminating a frustrating clarification process.
InVision is priced per active prototype, which means that if you only work on one project at a time, you can use it for free. If you need more, the pricing starts at $15/month.
Pricing: free, or from $15/month
Accounting: FreshBooks
FreshBooks is a full accounting suite for startups and SMBs. It includes invoicing, expense tracking, time tracking, tasks/projects, and reporting (for profits, expenses, etc.)It’s an alternative to managing your accounts using spreadsheets, or even an alternative to hiring an accountant because much of what FreshBooks does negates the need for a dedicated accountant, especially in a small startup.
Scan receipts, request payments, and have everything automatically logged in one place so you don’t run into any compliance issues.
Pricing: from $15/month
Social media management: Buffer
For an organization without a dedicated social media team (or at least a member of the marketing team that spends a certain number of hours per week managing social media), maintaining multiple social channels can be a huge drain on your company’s time, but with Buffer you can run social media on autopilot.At Process Street, we combine Buffer with Zapier to automatically add new RSS feed items and new Airtable records. We also have a zap that adds any newly Buffer’d article to all of our Buffer social channels at once. These methods are much more effective than manually adding content, especially for use cases such as adding new posts to every employee’s Twitter feed, too.
Pricing: $10/month
SaaS metrics: ProfitWell
ProfitWell is a 100% free tool from the creators of Price Intelligently. It works with Stripe, Braintree, and Zuora, all of which are tools for processing payments. So, whenever a customer pays you for your SaaS product, you get free metrics that guide the future of your product and give you an indication of its health. Pricing: free forever
The total annual cost for your startup: free plans where possible
The cost of a SaaS stack is different for every startup, so there’s not an entirely accurate way to estimate costs, especially when some tools are priced per company, some are priced per user, and some will only be used by one member of the organization.Regardless, I’ve tried my best to make an estimate based on assumptions like: the CRM will only be used by one person, Airtable will be used by everyone, etc. In this estimate, I’ve assumed that a startup consists of 10 people, but there’s also a per user cost breakdown for tools the whole company will use.
Phew. Here goes:
Notes:
Intercom costs the same no matter if one person uses it or the whole company uses it. What you pay for is $X/contact, and this example assumes 1,000 contacts
I’ve listed the necessary users for Close.io as 1 because it’s likely to be a shared account with multiple email addresses connected
Stripe has been omitted from the list of costs because it’s impossible to calculate
The total annual cost for your startup: premium plans without Office 365
Because of the nature of freemium, any growing company will get too big for the free plan in time. For a company of 10, it’s likely some of the tools will need to be paid.Using the same estimated user counts and going by annual pricing, here’s what you’d pay to use these tools on the premium plan:
Notes:
I’ve kept Trello on the free plan because it’s not absolutely necessary to upgrade when there’s so many great unlimited features already.
Alternatives: Microsoft Office 365
While we were brainstorming for this article, we realized that some of the tools listed here are bundled together in Microsoft’s Office 365 suite. Namely: Microsoft Flow replaces Zapier
OneDrive replaces Google Drive
Microsoft Planner replaces Trello
Microsoft Teams replaces Slack
It’s cheaper to get the full Office package than pay separate charges for every product ($12.50/user/month) — but only marginally, because you’ll still need Google Suite otherwise you’ll be using gmail.com email addresses at your workplace. Here’s a version of the table with Office 365 substituting out similar products, saving $120 annually.
While it makes financial sense to opt for Office 365, you’ll still need to pay $5/user/month for G Suite if you want to use a company email and bulk-control the Google accounts of your employees.
So, in conclusion, it’s possible to pay just $2,600 annually for a high quality SaaS stack for your startup. Some tools, like CRMs and marketing automation, don’t come cheap. In contrast, a lot of tools are available for free.
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