Marketing Automation Tools Guide India - Social Media Company in India PDF

9/25/2020 Marketing Automation Tools Guide India - Social Media Company in India
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Picking the Rig

Marketing Auto
Tool - Ultimate
for Indian Mark
As a marketer, have you ever felt that you are doing a lot of little things that are extremely important for your
marketing activities to go smoothly but you end up spending too much time on it? Well, if the answer is yes -
then you have probably not looked at marketing automation at all.
So, what is marketing automation? Simply put, it is the process of automating your routine marketing tasks and
measuring them, thereby reducing manual work and saving plenty of time. According to reports, 49% of
marketers use at least one tool or app for marketing automation in 2019 and this industry is only set to grow
further.
There are several parts of the marketing ecosystem that you can automate and here are a few:
Email and
SMS marketing
Social media
automation
Lead
Management
https://www.socialbeat.in/marketing-automation-tools-guide-india/#Chapter1 1/19
Analytics and
data visualization
Work ow
automation
Large project
management
Content
management
CHAPTERS
Why marketing automation Bene ts of using

is critical to business marketing automation
success software
Picking the right Top B2C Marketing

marketing automation Automation Tools
tool
Top App Marketing Top B2B Marketing

Automation Tools Automation Tools
Why marketing automation is critical to business

success:
BETTER TARGETING
Generating high-quality leads is the ultimate goal for most businesses and this is only done if you are targeting
the right people. With marketing automation, you get a better understanding of your potential customers and
their behavior. You can also track the path of your potential customers on the website to understand their
interests and use that in your communication and targeting. For instance, if a user is researching the pricing of
your product, this might indicate that he is in the consideration stage of the buying process. You can use this
information to send them offers to help them make the decision quickly.
NURTURING LEADS TO TURN THEM INTO CUSTOMERS
In today’s competitive world, there are numerous businesses offering what you are offering. It is becoming
increasingly di cult to stand out from the crowd. There are multiple ads thrown at customers and the choice
of choosing your product or you as a service provider really comes down to a few things - great product, better
pricing or just understanding them really well! Well, while marketing automation may not be able to help you
with the rst two, it can certainly help you with the last one. With marketing automation tools, you can
understand and segment your customers and send them personalized messages that are of interest to them.
This automatically increases open rates and engagement. It also improves the chances of the lead becoming a
loyal customer sooner rather than later.
UNDERSTANDING THE EFFECTIVENESS OF YOUR MARKETING
What determines whether or not a campaign is a success is the data! We have all heard of this famous phrase -
'numbers don't lie’ right? That is exactly what you need to be looking at to understand the effectiveness of your
marketing strategy. It gives you a single platform and a dashboard that has all the data about your campaign.
This tells you what is really working and what is not so you can tweak and move your budgets accordingly.
Bene ts of using marketing automation software
BETTER EFFICIENCY
Time is money, right? Automating routine and manual tasks saves you a lot of time and thereby saving you
incredibly valuable money.
IMPROVED MARKETING ROI
From understanding the user behavior to personalizing messages, marketing automation really lets you build a
strong relationship with your customers. This not only increases the lifetime value of the customer but also
nurtures potential customers better and shortens the lead cycle. Additionally, it also gives valuable insights
about your audience and improves the performance of marketing strategies
HAPPY CUSTOMERS
Have you always noticed that when you log onto Net ix, you most likely see things that you are interested in?
From the banner to the shows they recommend is highly customizable to your interest and preferences based
on your behavior on the app. This is not just convenient but also makes most customers feel good and stay on
the platform for longer. Personalizing every aspect of your marketing activity helps you build a strong equation
with both your existing and potential customers
HAPPY TEAMS
When your team is not spending time on repetitive tasks, they are more likely to be thinking creatively. Working
on high-level strategy and creative projects not only improves the e ciency of the business but also increases
the overall happiness of your team members.
Picking the right marketing automation tool
USER EXPERIENCE
First things rst, while choosing a marketing automation tool for your company, it is important to see how easy
and simple it is to use. Check how intuitive it is before taking the call. Imagine, trying to set up a complex email
funnel and the tool has all the steps hidden. It makes the process di cult and you end up spending too much
time. The rst time set is always going to be hard, don't make it harder by choosing a tool that does not have an
easy interface.
PRICE
There are multiple tools that offer similar services and functionality. So always list down what you need and
check the price of multiple tools before you take a call. Most automation tools have three or four plans to
choose from.
CUSTOMER SUPPORT TEAM
When you are setting a new tool, you will always end up having multiple questions. So having a strong customer
support team that can help you navigate through is essential. Most companies offer some technical support,
but be sure to ask if the support is available 24/7 or if there is a dedicated account manager for your business.
FEATURES AND INTEGRATIONS
Most marketing platforms have different features (we have covered this as well in the section below) and it is
important to understand them before you choose one. Put down what you need before you make a decision. It
is also advisable to check if the tool integrates with all your existing technologies.
Our top picks, considering all the above factors, would be WebEngage (for B2C) and Hubspot (for B2B)
Top B2C Marketing Automation Tools
WebEngage is a tool that lets you develop contextual and customised campaigns to engage with your target
audience through SMS, email, WhatsApp, or even push noti cations on your app. With this tool, you can

segment your audience based on their behavior and/or demographics and nurture them with the interesting
content that will help them convert into a loyal customer. The tool’s most important feature is the
9/25/2020
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personalization one which lets you hyper personalize interactions.
KEY FEATURES:
ANALYTICS - WebEngage gives you insights on your users’ behaviour and the level of engagement
ENGAGEMENT - Lets you send customized and engaging content to users through multiple channels including
WhatsApp, Facebook Push noti cations, etc.
SEGMENTATION - Segment users according to their personas to get maximum ROI
JOURNEY DESIGNER - Map your users journey across channels and link the communication
PERSONALIZATION - Convert your potential customers into customers by sending them personalized messages
keeping their likes and dislikes in mind.
CHANNELS:
The channels include:
♦ Web Push noti cations
♦ Mobile push noti cations

Email marketing
♦ In-app messages
♦ Surveys
♦ SMS marketing
♦ Whatsapp marketing
♦ Facebook remarketing
♦ Web overlays
Pricing:
The company provides multiple pricing models which is based on the number of active monthly users you can
add. Once you choose a plan that suits you, you can set up a live chat with a WebEngage executive to get the
exact pricing.
MoEngage is a smart marketing automation platform that analyses user behavior and personalizes all your
messaging. It helps increase brand loyalty with existing customers and convert leads to customers. 
CHANNELS
App and Web Push noti cations
SMS
Messaging on the page
In-app messaging
Email campaigns
Pricing:
MoEngage offers different plans for its users and the pricing varies depending on the usage and number of
monthly tracked users.
KEY FEATURES:
OMNICHANNEL PERSONALIZATION:
Netcore can help you give each consumer a personalized experience across all marketing touchpoints. Right from building a
dynamic website, personalized for each user, to personalized push noti cations, ads, and recommendation widgets, Netcore allows
you to do it all.
SINGLE-VIEW OF YOUR CUSTOMER:

Netcore helps you to unify your customer data and derive detailed insights into their demographics, interests, behavior, and
interactions across channels
CUSTOMER JOURNEY ORCHESTRATION:

Using the platform, you can build customer journeys through their intuitive interface. You can then create automated work ows to
engage with your customers by sending them the right message at the right time and in the right context.
APP ANALYTICS:
If your brand has a consumer-facing app, then app analytics can help you uncover invaluable insights. Netcore comes with most of
the key features that are part of app analytics tools like Appsfyler and Clevertap like cohort, retention and uninstall analysis
CHANNELS:
The channels include:
♦ App Push Noti cations


♦ Web Push Noti cations
♦ In-App Messages
♦ WhatsApp Noti cations
♦ SMS
♦ Email
♦ Voice
Pricing:
For B2C startups with less than 100K Total Monthly Active Users; less than 4 years from founding and less than
$1M in funding, they have a free plan with a lot of features.
For other businesses, pricing is customized basis features you pick and starts at USD 999/month.
ActiveCampaign is more than just an email marketing tool, it is a marketing automation and CRM tool that can
help you create personalised customer experiences.
KEY FEATURES:
EMAIL MARKETING - Allows you to segment and split test along with adding dynamic content
MARKETING AUTOMATION - from event tracking to attribution to split action, the tool allows you to
automate many parts of the user journey.
SALES AND CRM - ActiveCampaign is a central platform to manage all your leads. Depending on the
engagement levels, the tool also gives a score so that your sales team will know which lead to
prioritize.
MESSAGING - From email marketing to SMS marketing, ActiveCampaign lets you send personalized
messages across platforms.
MACHINE LEARNING - With advanced analytics, the tool gives you win probability and better insights
from multiple data sources such as calls and emails to convert the user from potential customer to a
full- edged one.

Pricing
One of the best features of ActiveCampaign is that it provides a 14-day free trial. Once you decide that you are
going with the tool, you can choose from a plan starting at 9$.
AutoPilot is a marketing automation tool that helps you capture leads on your website and send them
personalized messaging. It has the added bene t of integrating with several apps such as Facebook,
Salesforce, Google ads, Typeform, etc to make automation easier. The tool allows multichannel automation
including multi-channel marketing capabilities including email marketing, in-app messaging, SMS, online, and
snail-mail communications. It has an easy to use interface where you can customize user journeys based on
their behavior. Moreover, you can also get reports on ROI and optimize the revenue funnel based on
performance.
KEY FEATURES:
MARKETING AUTOMATION - Create effective customer journeys to convert leads to customers.
EMAIL MARKETING - An easy to use, drag and drop platform, AutoPilot lets you send personalized
emails to your leads.
MULTI-CHANNEL MARKETING - Reach our customers through multiple channels such as SMS,
Facebook retargeting, in-app messaging, etc.
LEAD MANAGEMENT - From CRM integration to lead scoring, this platform is ideal to keep a track of all
our leads.
Pricing:
The tool offers three packages starting from 49$ and goes up to 249$. The prices vary depending on the
number of active users you have. However, you can try any of the plans for one month for free without adding
your credit card.
Though Mailchimp is traditionally known for its email marketing solution, it has now evolved into an “All-In-One
integrated marketing platform for small businesses”.
If you’re a small business, their power-packed features below would make them a great choice for your
marketing automation needs.

KEY FEATURES:
CRM:
The platform comes inbuilt with a great CRM, speci cally designed for small business needs
SEGMENTATION:
Mailchimops segmentation features make it easy to send personalized communication to speci c

segments asked on their past interactions with your brand
CROSS-PLATFORM CAMPAIGN MANAGEMENT:
Mailchimp helps you create and manage campaigns across various channels - email, Social Media and
digital ads
ANALYTICS AND REPORTING:
You can keep track of all your marketing campaigns from one dashboard, making it to monitor trends,
track performance, and measure ROI
Pricing:
Pricing is suited to small businesses, with plans starting for as low as INR 770 per month. They also have a free
plan with all the basic features included for businesses that are just getting started.
Notify Visitors is one of the simplest and most widely used marketing automation software to send
personalized push noti cations and messages to users. It is one of the best multi channel customer
engagement softwares for small and medium businesses.
KEY FEATURES:
CUSTOMER ENGAGEMENT SOFTWARE:
The platform offers a wide range of solutions like web push, app push, PWA, chatbots, web banner and
survey, lead form etc to engage your web and app users
CONVERSION RATE OPTIMISATION SOFTWARE:
Notify Visitors allows business to track and analyze user behaviour to enhance your conversion rates
by means of A/B Testing, Heatmaps, Personalisation, Form analysis etc.
ANALYTICS:
The platform enables you analyze and optimize as you go via analytics softwares to drive real results

Pricing:
Pricing starts at around INR 40,000 per month for Email/SMS & push noti cations for upto 100K visitors.
Businesses looking to leverage personalisation and in-depth A/B testing and popups etc should expect
packages at around INR 2,00,000 per month for upto one million users.
Top App Marketing Automation Tools:
CLEVERTAP
Clevertap is a mobile app marketing platform that allows marketers to check the performance of their app and retain
customers more effectively.
FEATURES
AUTOMATED SEGMENTATION - Segment your audience real-time based on their interests, likes and dislikes to create effective
marketing strategies
AUDIENCE ANALYTICS - With Clevertap, you can get real-time insights about your audience that are actionable. From tracking
uninstalls to customer behavior, it gives you all information you need in a custom dashboard to boost engagement.
CAMPAIGN OPTIMIZATION - Want to get a better ROI from your campaigns. With clevertap RFM model (recency, frequency, and
monetary analysis), you get real-time life cycle changes and build better campaign strategies
OMNICHANNEL ENGAGEMENT - Clevertap lets you create personalized messaging across 12 different channels, making retention and
acquisition easy.
PRICING
Clever tap gives you a base plan you can choose and you can then add add-ons based on your needs so the plan
you choose and the pricing is customized to what you need.
APPSFLYER
AppsFlyer is a leading app attribution tool in the market that lets you understand where your tra c is coming from. It
helps you understand your data and make better decisions to improve your ROI.
FEATURES
MARKETING ANALYTICS - You can measure the engagement and your ad spends under one dashboard to improve ROI. Get retention
reports, custom dashboards, raw data for all your activities. It also has a live reporting section that tells you what is going on at this
very minute.
ATTRIBUTION - With AppsFlyer, you will know exactly where to attribute every single install. They also provide people-based
attribution that gives you insights about your audience and creates new approaches to reaching your TG. AppsFlyer also tracks
uninstalls and attributes it effectively. The key feature of its attribution model is the TV and OTT attribution that gives your detailed
insights on in-app events on OTT and television that allows you to understand the effectiveness of your cross channel advertising.
FRAUD PROTECTION - Ad fraud is one of the biggest threats in the advertising industry and AppsFlyer gives you well-rounded
protection with state of the art attribution database.
DEEP LINKING - Whether it is an ad or an email, send your customers directly to the right page on the app and to the page that is in
line with your messaging.
PRICING
AppsFlyer has a free plan which has some basic features such as OneLink - deep linking, Referrals & user
invites, etc. This plan is free and does not require a credit card. The second plan is the pay as you go plan ideal
for small enterprises which helps with better attribution and live alerts. The third plan is the enterprise plan
ideal for large businesses which is a custom plan based on your usage.
BRANCH
Branch is leading app measurement and deep linking platforms in the market that helps improve your app’s
performance drastically. From referral programs to welcome messaging and best in class analytics, Branch improves
the customer lifetime value and stickiness while also increasing ROI on your media spends. The biggest highlight of this
tool is the deep linking feature. When the customer clicks on a certain link, with Branch’s deep linking tool, they are
directed to the content they expect rather than a generic page on the app. This boosts engagement and retention on
the app.
FEATURES
ATTRIBUTION - Know exactly where your customers convert through Branch’s unique ‘People-based attribution’ which lets you
understand your customers at every touchpoint.
UNIVERSAL ADS - Track ad performance on both web and app in one single platform and maximize your ROI.
UNIVERSAL EMAIL - Send promotional emails to your app users and lead them to the right in-app content to increase conversions.
DEEP LINKING - Sending the users to the right link in your app is extremely important to improve conversions and retain customers.
Branch does just that.
CROSS CHANNEL PERSONAS - Understand your users’ app and web behavior and personalize the user experience
COHORT ANALYSIS - Understand your users’ behavior across devices and platforms and segment them into cohorts. Using this data,
you can drive better ROI and engagement.
PRICING
Branch has three plans; for up to 10K MAUS, the marketing tool is free of cost, for up to 50K MAUS, the price is $
59 /mo. The features include deep linking, attribution, customer segmentation, etc. For a larger user base
requirement, you can customize the plan by contacting the Branch team.
Top B2B Marketing Automation Tools
HUBSPOT
A leader in the marketing automation space, Hubspot offers marketing sales and customer support all under one
tool.
FEATURES
READY LANDING PAGES AND EMAIL TEMPLATES

Hubspot offers a landing page and email templates to convert website visitors into leads. With a plethora of templates, you can build
your landing page without a developer using this tool.
ROBUST LEAD NURTURING SYSTEMS

Send personalized emails to each and every prospect and set up a custom drip campaign. Depending on their interaction, the next
steps will be sent automatically to your potential customers.
REAL-TIME SEO SUGGESTIONS

Make your brand more visible with Hubspot’s real-time SEO suggestions and create a foolproof content strategy that works for the
search engine.
CRM INTEGRATIONS
Integrate to Hubspot or salesforce CRM and track your leads and attribute them to the right channel to improve ROI.
EFFICIENT ORGANIZATIONAL STRUCTURE AND TEAM MANAGEMENT

You can also create hierarchy and structures for your team and assign them your marketing assets. This helps your team become
more productive.
PRICING
Starter - starts at 1000 contacts at $40 a month
Professional - starts at 1000 contacts at $800
Enterprise - starts at 10,000 contacts at $3200
MARKETO
Marketo Engage is a lead management software that is ideal for a B2B marketer. Marketo Engage allows you to
personalize, optimize, and measure your campaign effectiveness across platforms.
FEATURES
PERSONALIZATION
Send your potential and existing leads the right communication using predictive personalization that suggests communication-
based on audience insights.
REVENUE ATTRIBUTION
Understand which channel is performing and giving you the maximum ROI through Marketo’s powerful attribution that tracks every
touchpoint.
ENGAGE ACROSS CHANNELS

Reaching your audience using multiple channels? No problem - send engaging content across multiple channels from emails to
social media and display ads at ease.
SET UP JOURNEY FLOW

Using Marketo’s in-depth and intelligent behavioral data, set up journey ows, and customize your messaging to increase
engagement.
PRICING
Branch has three plans; for up to 10K MAUS, the marketing tool is free of cost, for up to 50K MAUS, the price is $
59 /mo. The features include deep linking, attribution, customer segmentation, etc. For a larger user base
requirement, you can customize the plan by contacting the Branch team.
ORACLE ELOQUA
Eloqua by Oracle is a B2B focussed marketing automation solution. It has features to help automate processes and
consumer engagement across the entire customer lifecycle.
FEATURES
SEGMENTATION OF PROSPECTS AND CONTACTS:

Effective data collection is the rst step to effective segmentation and personalization. Oracle Eloqua allows you to collect both
online and data, as well as connect to external data sources to collect data about as many customer interactions as possible. It also
integrates well with Oracle Data Cloud to enhance the collected customer data.
CROSS-PLATFORM AND CROSS-CHANNEL CAMPAIGNS:

With Eloqua, you can create and map customer journeys across all your paid, owned, and earned media channels. And all this can be
done with a simple drag and drop interface, with little to no support required from the tech team. Campaign messaging can be made
dynamic and personalized for each user segment, basis their interests and behavior to enhance their experience
LEAD SCORING FRAMEWORK:
Eloqua’s lead scoring model takes into account both explicit factors (customers and prospects pro le data - job title, experience,
etc.) and implicit factors (quality and recency of engagement across different marketing touchpoints). It also incorporates predictive
analytics into the scoring model.
BREAKING THE SALES-MARKETING SILO:

For any business to succeed, sales and marketing teams need to break silos and work together. Eloqua helps do just that by unifying
sales and marketing activity data. The lead scoring methodology ensures that leads can automatically be quali ed and passed on to
sales.
MARKETING MEASUREMENT:
Eloqua has an excellent reporting system with cross-channel and cross-platform data rolled into a single dashboard
PRICING
Eloqua has different customized pricing tiers based on your requirement. You can reach out to them for a quote
here.
ACT-ON
Act-on is a popular B2B marketing automation platform that lets you nurture your leads and convert them effectively.
The platform is intuitive and adapts to your campaign as it goes along.
FEATURES
EMAIL NURTURING
Segment your audience and send them personalized email communication to convert potential clients and retain existing ones.
Combine all the marketing data and let Act-ons “if-then” logic and personalization to win clients.
AUTOMATED MESSAGING
With lead cycles being long, it is important to constantly stay in touch with your potential customers and send the right messages at
the right time. Act-on not only lets you do that but also gives you an idea about the behavior so that you can customize your message
and increase your chance of lowering the lead time.
DATA MANAGEMENT
In order to effectively manage your campaigns, you would need to optimize it well. Act-on lets you do that by understanding your
audience and giving you the right data thereby increasing the quality of leads and the campaign overall. From showing you which
platform is working better in letting you analyze the effectiveness of new marketing initiatives, this platform has it all.
PRICING
Professional - Starting at $900 per month. Price varies based on the number of active contacts you have. This
has complete automation features along with support during business hours.
Enterprise - Starting at $2000 per month. Price varies based on the number of active contacts you have.
Enterprise is more advanced and integrates to multiple CRMs.
SALESFORCE PARDOT 
Pardot is one of the older and powerful marketing automation tools for B2B Pardot can understand your audience
Pardot is one of the older and powerful marketing automation tools for B2B. Pardot can understand your audience
and create a better pipeline for your sales team.
FEATURES
SMART AND STREAMLINED LEAD GENERATION AND MANAGEMENT

With Pardot’s smart lead generation tools, your business will have a steady in ow of leads by providing landing page builder, smart
forms, etc. Additionally, you can increase engagement and decrease lead time. Not only does Pardot let you send personalized email
campaigns but it also gives you which leads are the hottest for you to follow up on. This is based on the potential lead’s interaction
with the brand.
EMAIL MARKETING
Pardot’s email builder tool lets you choose from a variety of templates making your email communication visually appealing. The
email marketing feature of Pardot also allows for personalization based on the customer’s pro le and interests.
REPORTING DASHBOARDS
Track and measure the campaign effectiveness and the ROI with the Pardot reporting dashboard. The reporting dashboard also helps
you understand how your customers move down the funnel.
SALES ALIGNMENT
The tool allows the sales and the marketing team to work together seamlessly which improves the lead quality and loyalty drastically.
From tracking the prospect’s history to real-time alerts, equip your sales team with marketing data that can win clients easily.
Conclusion - Zeroing in on the right tool:
From user segmentation to generating heatmaps, automation tools enable businesses to dish out relevant
content to users at the right time across the right channel. We feel, just like wasabi is to sushi, so is marketing
automation to a digital marketeer! We know you understand!
With so many options out there, picking the right marketing automation tool can be challenging and confusing
at the same time. What we would recommend is putting down your requirements and thinking long term while
choosing the right tool for you. It is essential that the tool you pick can be used immediately but also as your
business scales.
Have you used any of these marketing automation tools for your brand or business? Please do share your
feedback on the in the comments below

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9/25/2020 Marketing Automation Tools Guide India - Social Media Company in India

SOLUTIONS  | SERVICES  | PRODUCTS  | WORK  | BLOG  | TEAM | CAREERS |

Picking the Rig

Why marketing automation Bene ts of using

Picking the right Top B2C Marketing

Top App Marketing Top B2B Marketing

Why marketing automation is critical to business

NURTURING LEADS TO TURN THEM INTO CUSTOMERS

UNDERSTANDING THE EFFECTIVENESS OF YOUR MARKETING

Bene ts of using marketing automation software

IMPROVED MARKETING ROI

Picking the right marketing automation tool

CUSTOMER SUPPORT TEAM

FEATURES AND INTEGRATIONS

Top B2C Marketing Automation Tools

SEGMENTATION - Segment users according to their personas to get maximum ROI

The channels include:

♦ Web Push noti cations

♦ Mobile push noti cations

App and Web Push noti cations

Messaging on the page

SINGLE-VIEW OF YOUR CUSTOMER:

CUSTOMER JOURNEY ORCHESTRATION:

The channels include:

♦ App Push Noti cations

♦ WhatsApp Noti cations

MARKETING AUTOMATION - Create effective customer journeys to convert leads to customers.

Mailchimops segmentation features make it easy to send personalized communication to speci c

CROSS-PLATFORM CAMPAIGN MANAGEMENT:

ANALYTICS AND REPORTING:

CUSTOMER ENGAGEMENT SOFTWARE:

CONVERSION RATE OPTIMISATION SOFTWARE:

Top App Marketing Automation Tools:

Top B2B Marketing Automation Tools

READY LANDING PAGES AND EMAIL TEMPLATES

ROBUST LEAD NURTURING SYSTEMS

REAL-TIME SEO SUGGESTIONS

EFFICIENT ORGANIZATIONAL STRUCTURE AND TEAM MANAGEMENT

ENGAGE ACROSS CHANNELS

SET UP JOURNEY FLOW

SEGMENTATION OF PROSPECTS AND CONTACTS:

CROSS-PLATFORM AND CROSS-CHANNEL CAMPAIGNS:

BREAKING THE SALES-MARKETING SILO:

SMART AND STREAMLINED LEAD GENERATION AND MANAGEMENT

Conclusion - Zeroing in on the right tool:

Sector Specific solutions Services Follow Us Get In Touch

Real Estate Technology & Websites     Social Beat Digital Marketing

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