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Automation Tools

Automation Tools

What is Salesforce automation?
Salesforce automation just got easier! Process workflow development
that would normally take weeks to code can now be accomplished in
minutes with the new point & click tools. This blog will describe and
compare the different options for automating business processes in

Salesforce Automation Tool: Pardot
Salesforce-owned product, Pardot integrates with the CRM system very
closely as compared to other marketing automation solutions. Pardot is a
fully featured marketing automation tool which accelerates pipelines and
drives sales through email marketing, social marketing, sales intelligence,
lead generation and much more.

Key Features
 With one interface both systems data are tracked.
 Allows sending emails and add prospects to nurture tracks from
 Integrates all campaigns, assignments, and tasks.
 Connect all search campaigns on a single platform.
 ROI reporting.
 Scalable and multi-channel social marketing.
 Real-time sales alerts and CRM integration.

Salesforce Automation Tool: HubSpot
HubSpot is widely recognized inbound marketing platform which offers
many marketing automation features and capabilities. Hubspot is a
comprehensive platform which offers a complete suite of integrated
marketing tools like SEO, email marketing, blogging etc. This improves
marketing effectiveness and efficiency.
Key Features

 Hubspot integrated with Salesforce enables easy personalization of
emails hence data is directly synced from Salesforce.
 Hubspot helps in easy monitoring of leads, performance and landing
pages, and performance in one.
 The marketing automation tool also offers content management
system for streamlining content creation.
 Hubspot offers to a record of every sales interaction occurred and vice
 The marketing tool converts, tracks, and categorizes leads.

Salesforce Automation Tool: Marketo
Marketo which is multi-functional platform was launched in the year
2007 and offers real-time personalization across marketing channels,
budgeting tools and marketing calendars. This marketing
automation platform gives the power to quickly launch highly targeted
campaigns across various marketing channels.
Key Features

Helps in lead generation.
Measures and optimizes ROI.
Offers email marketing and campaign management.
Marketo integrated with Salesforce automatically syncs all custom
objects and fields.
 Changes in CRM framework automatically gets reflected in Marketo.
 Marketo offers website visitor tracking and web and mobile

Salesforce Automation Tool: SalesGenius
SalesGenius offers marketing automation and email marketing solution which
are designed to meet the needs of both Sales and Marketing. It is a marketing
automation software which ensures that marketing and sales can work with
Key Features

 SalesGenius helps with automated lead nurturing. The prospect is personally
nurtured by right message to the right person at the right time with no delays.
 Using SalesGenius the marketing and sales personnel can pass lead
communication and qualification responsibility back and forth in a streamlined
way. This enables right level of contact for each prospect.
 With intuitive SalesGenius Automation Workflow Designer, you can easily
build out multi-step drip campaigns. Users are able to build simple drip
campaigns in very less time.
 SalesGenius constantly watches the prospects responses hence “online body
language” exhibits there. With SalesGenius you need not wait when the
prospect becomes qualified, therefore, SalesGenius converts prospect to
Sales in real-time.

Salesforce Automation Tool: ExactTarget
ExactTarget offers marketing automation and analytics software for social,
online, email and mobile marketing. ExactTarget is a system which holds an
ability to target communications over multiple channels. The solutions also
provide consulting and implementation services. It is the solution which is really
looking into the future of marketing automation and wants to connect with their
customers on various channels.
Key Features

 The solution helps in automating real-time customer journeys, therefore,
delivering distinguished results and inspiring best marketers.
 ExactTarget tool’s social offerings help in gaining insights about social
conversations and hence reaching your audience with desired content. This
helps to create branded social experiences.
 The tool offers a trusted infrastructure for its highly available, secure cloudbased platform. It gives the flexibility and authenticity to go further.
 ExactTarget also allows marketers to deliver customized content on every
channel and every device. It also helps in building a single view of customers.

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Automation Tools
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