Marketing automation software

What to look for in a marketing automation tool

Ideally, your marketing automation tool should offer the following:

• Seamless CRM integration: CRM integration allows you to automate processes based on your customers’ journey.

• List segmentation: Different prospects have different needs. An audience list segmentation feature enables you to send the right message to the right prospects and increase engagement rates.

• Actionable insights: A marketing analytics tool shows you a breakdown of your marketing campaigns, so you can gauge their effect and improve.

• User-friendly interface: Your email marketing solution should be easy and intuitive to everyone.

• Scheduling feature: With a scheduling feature, you can send out a Campaign whenever you choose without lifting a finger.

Use one hub for sales and marketing

The best email marketing software leverages customer data from your sales platform and is full of advanced features that help build customer relationships.

We've built Pipedrive’s email marketing automation into our workflow automation feature, meaning it's accessible in our CRM and the Campaigns add-on.

With Campaigns by Pipedrive, you can automate your sales and marketing strategy in an all-in-one, user-friendly tool.

Quickly create workflows from one of our many sales and marketing templates, or build one quickly with the WYSIWYG editor. Schedule your drip campaigns to reach the right people at the right time and improve your email open rates.

Remove friction with a user-friendly solution

Whether you’re creating drip emails or email newsletters, you don’t want to invest hours into each email to your subscribers.

With Campaigns by Pipedrive, you can make the most of your email marketing platform and easily create and send pro, personalized messages to unlimited contacts.

The drag-and-drop email editor boasts a user interface that even beginners can use, so sales teams can create beautiful email designs without any HTML knowledge, saving valuable onboarding time. Effortlessly pull in data from your CRM, including names of contacts, so that it appears in your emails.

The more you can tailor your email marketing campaigns with our advanced email templates, the higher your click-through rates will be and the greater your chance of converting leads to deals.

Set an auto-delay for better targeting

You know what they say: Timing is everything. There are few things more frustrating than missing out on an opportunity because you were too slow or too quick to take action.

With Campaigns, you can space out your marketing emails. This gives your prospects some time to digest your offer, while also keeping them engaged. Use Campaigns’ delay steps feature to time your email campaigns and reach out when your leads are warm and ready to take action!

Target and track your campaigns

Overseeing all marketing channels at once can be a challenging task. Email providers often lack functionality that shows how the number of emails sent to contacts correlates with the number of subscribers gained.

With Campaigns by Pipedrive, you can track email performance to increase deliverability rates and discover what messages resonate with your audience so that you can compose more responsive emails.

Use the data to segment your email list and target the right people with the right messages.

Empower your lead generation and lead scoring strategies with these analytics and constantly update and improve your marketing automation and AB testing strategies.