To bring in a steady flow of new customers, you need a marketing and sales engine that’s always running. Marketing automation tools help you automate repetitive tasks, from email campaigns to social media marketing. These tools streamline workflows so campaigns run smoothly, generating engagement with minimal effort.
Today’s campaign automation tools go beyond your standard marketing campaigns. They also automate sales workflows for more efficient outreach and follow-ups. Let’s break down how campaign automation works and how it helps sales and marketing teams collaborate more effectively to drive measurable results.
What Is Campaign Automation, and Why Does It Matter?
Campaign automation tools help you run digital sales and marketing campaigns with limited manual effort. These software platforms help you build workflows that you can easily reuse with a few simple clicks.
Here are some of the benefits of marketing automation platforms for fast-growing businesses:
Streamline workflows: Campaign automation tools handle repetitive tasks like sending bulk outreach messages and updating PPC campaigns. This frees up time to focus on creating engaging content and building strong relationships with customers. You can also use these platforms to assign non-automated tasks to specific team members and keep workflows organized.
Nurture leads: Automation tools like Rox have built-in AI features to help you personalize campaigns and support lead nurturing. You can adjust messaging based on behavior, helping you segment audiences and deliver relevant content.
Boost revenue: Campaign automation supports financial growth by helping you reach large audiences and close deals faster. Automated tools also calculate ROI for each campaign to determine which strategies resonate most with your audience.
The right campaign tools help you build an efficient, goal-oriented sales and marketing automation strategy. This approach can also break down silos between sales, marketing, and RevOps teams by integrating everything into one streamlined workflow.
Key Campaign Automation Strategies and Best Practices
If you run marketing campaigns and sales outreach manually, switching to automated workflows can be an adjustment. Use these practical tips for sales and marketing automation implementation to drive results.
Hyper-Personalized Campaigns at Scale
Consumers will skim over generic messaging, especially in the crowded B2B space. When you personalize your brand’s campaigns, it grabs the audience’s attention, leading to better engagement rates.
Manual personalization is time-consuming, especially when you’re running email campaigns with thousands of recipients. Marketing automation software helps you personalize your campaigns with customer data you already have in your CRM. This way, leads get personalized messages that are relevant to their industry and pain points.
Smart Follow-Up Sequences
Today’s buyers are busy, and they won’t always respond to the first message you send them — even if your product is a great fit. Regular follow-ups are necessary to convert prospects into paying customers.
Marketing automation software lets you schedule and send follow-up messages automatically. You can even use analytics to identify when your audience is most likely to respond and send follow-up messages at these peak engagement times. You can also set triggers in your workflows to send automated follow-up messages after specific customer interactions.
Template-Based Campaigns for Teams
Your messaging to customers should be consistent across channels, from your website to social media and email marketing. With automation tools, you can create templates based on past successful campaigns. Your team can use templates as a starting point and customize them for specific formats and goals.
Integrate Campaign Automation With Your CRM
Your CRM contains a wealth of data that you can use to refine your sales and marketing campaigns. Try integrating your CRM with marketing automation tools to keep your campaigns flowing. Instead of having to manually transfer contact information, automation tools sync data automatically.
Measure, Optimize, Repeat
After you’ve launched a new campaign, use analytics features to track key performance metrics. This includes engagement, conversions, and ROI. With this valuable data, you can identify the best marketing and sales tactics for your brands and optimize your future campaigns for even more success.
Top Campaign Automation Tools and Platforms
There are plenty of platforms on the market today, so you’ll need to assess your options and find one that aligns with your brand goals. Here’s a comparison of the top marketing automation tools to help you make the right choice.
Rox
Rox is an AI-powered RevOps automation tool that works with your existing tech stack to automate sales campaigns. Its agentic AI model conducts research automatically to find leads, then generates hyper-personalized campaigns and sends follow-up messages in full self-driving mode.
With AI agents handling manual tasks, sales teams save hours every day, which they can use to focus on complex strategy work and customer relationship-building. By integrating data from across your systems, Rox also gives you complete visibility into your sales pipeline. On top of that, Rox’s analytics help you fine-tune campaigns for better response rates.
Rox’s Starter Plan is free, while the Core Plan costs $50 per month. Enterprise pricing options are available for larger organizations that need to scale sales outreach.
HubSpot Marketing Hub
HubSpot is a popular marketing automation software that helps you plan campaigns across a variety of channels. This includes segmenting email marketing campaigns, automating social media ads, and creating lead generation forms. HubSpot also offers detailed analytics, including a customer journey pathfinder.
HubSpot Marketing integrates seamlessly with other tools in the HubSpot suite, including their CRM and Sales Hub. It also integrates with other marketing automation platforms, such as Mailchimp and Marketo.
However, it can be pricey, especially if you’re using extensive add-ons. The Professional tier starts at $800 per month, while the Enterprise tier starts at $3600 per month — and that’s just for marketing. There is a free version available, as well as a Starter plan for $9 per month, per seat. However, these plans offer limited access to key marketing automation features.
Salesforce Pardot
Salesforce Pardot is the brand’s associated marketing automation app. This automation solution is also sometimes called Salesforce Marketing Cloud. It integrates with the CRM to help you build personalized marketing campaigns.
Key marketing automation features include email segmentation and campaign management, mobile marketing campaign automation, and AI-powered lead scoring. It integrates with the Salesforce CRM, making it easy to build sophisticated campaigns if you’re already using the platform. However, the Salesforce platform is complex and can be challenging to learn.
Pricing for Salesforce Marketing starts at $25 per user, per month. The Growth Edition costs $1500 per month, while the Advanced Edition costs $3250 per month.
ActiveCampaign
ActiveCampaign uses sophisticated AI to create marketing campaigns for you. It supports SMS, WhatsApp, and email automation, plus it integrates with a wide selection of social media and web marketing platforms. Users provide information about the type of campaign they want to launch, and it builds a workflow with automated triggers to implement it.
ActiveCampaign’s automation tools are powerful, and they also offer hands-on onboarding with SMS and email marketing automation how-to guides. While ActiveCampaign has a CRM, it’s limited and isn’t available with all plans. There are four pricing options, starting at $15 per month for Starter, $49 per month for Plus, $79 per month for Pro, and $145 per month for Enterprise. However, pricing increases depending on the features you need and the size of your campaigns, and can increase significantly.
ZohoCRM
ZohoCRM is a comprehensive sales platform that includes campaign management features for your marketing strategy. You can use ZohoCRM to create email and SMS campaigns and send them using automated workflows. Optimization features help you A/B test different strategies and personalize messages automatically.
Outside of campaign management and marketing automation, ZohoCRM has a number of other helpful business features, including contact management, help desk software, and e-commerce tools. Pricing for the base CRM ranges from $14 to $65 per user, per month depending on your plan and billing schedule. The campaign feature comes with an add-on fee that starts at $3 per month, but can increase with the number of contacts you want to manage and the specific features you need.
Automate Campaigns, Accelerate Wins With Rox
Both sales teams and marketers use campaign management tools to save time and connect with audiences more efficiently. With the right tools, you can execute campaigns in minutes, rather than spending days on repetitive manual work.
Rox is a comprehensive solution that handles sales campaigns for you. Instead of managing multiple AI tools, Rox sits on top of your existing systems, using your data to build personalized outreach strategies and nurture existing leads. As a revenue operations engine, Rox also analyzes your performance and identifies opportunities for growth and improvement.
See how Rox helps small businesses adopt AI faster and more effectively: book a personalized walkthrough today.
