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What Is Marketing Automation?

October 20, 2022
What Is Marketing Automation?

The marketing automation technology stack helps to streamline the routine marketing process. It saves time and allows businesses to use it for more creative functions that technologies cannot run. MA tools help marketers with their workflows, allowing them to concentrate on more rewarding aspects of their work: lead nurturing and customer retention.
The importance of marketing automation is visible in multiple statistics, depicting a drastic boost in sales. Imagine fishing out the exact point where your customers leave the store while they hunt for a product. This is where MA steps in!

Retainly is used by leading e-commerce, retail, iGaming, fintech, and HoReCa companies to smooth out their workflow. It has verified figures that prove its performance over short and long-term periods. Customers witness nearly 70% improvement in mail opening and up to 14.5% of increased sales productivity.

increased sales productivity


What marketing automation is NOT

The MA meaning is broad and can sometimes lead to misconceptions about the system. In the list below, you will find what marketing automation is not.

Not spammy emails

MA is not about spamming your customers through emails. Spamming is not just a bad marketing form but also one of the worst things that can reduce your customers’ loyalty. MA works well when using relevant, valuable, customized content for your contacts. It has nothing with spamming or annoying emails.

Not a singular function

Marketing automation includes many tools (SMM, in-built CRM, landing page builder, etc.) to help companies simplify their workflow, save time on more beneficial things, attract more visitors to their website, convert these visitors into customers, and increase ROI.

Not “set and forget” solution

You’re mistaken if you think marketing automation software is about to set and forget. MA can enhance and support marketing and sales but not eliminate or replace the human factor. Although MA helps businesses achieve accurate results, companies cannot achieve these results without the right business strategies. Don’t think MA will do all the hard work for you and achieve successful results without implementing a good, well-organized, and efficient marketing automation strategy.

Not about writing content

Most platforms publish content on their websites without knowing to whom they communicate. So, when they create and publish content and then plug it into their campaign, it comes as general auditory content. As a result, businesses get low CTR, poor open rates, and low conversions. MA helps companies avoid this problem, telling all the necessary information about their target audience to help them create relevant content.

Not for marketers only

While MA is a tool used in marketing, it’s also essential to support your sales organizations and nurture more leads. With MA, businesses get more qualified opportunities for their sales pipeline.

Not the same for every company

Although the principle of MA performance is the same across businesses, it does not mean it’s a one-size fits process. To achieve success, companies should set goals within a clear strategy and implement MA to fit with these goals.

Myth: not for small businesses

Small businesses may find marketing automation platforms too expensive and thus pretend to avoid using them to support and improve their marketing workflow. In fact, with the booming industry and MA companies’ introduction left and right, it’s logical that prices are dropping to meet customers’ needs while remaining competitive. Moreover, excellent and efficient marketing automation solutions such as Retainly offer free plans, so businesses can try and decide how efficient it is and what business goals it can help to achieve.

Best practices for marketing automation

While you may believe that you have perfected the art of marketing automation, there are still some key aspects to note.

Experience personalization

Give utmost respect to each individual to earn their interest and loyalty. Send a personal newsletter to your new subscribers to make them feel at home with your brand.

Lead generation

Marketing automation can be a great way to nurture leads, but it’s essential not to neglect your inbound lead generation strategy. This will keep your leads coming in and let you focus on the ones you’ve already nurtured.

Set realistic goals

Businesses can track their progress by setting specific, measurable targets and observing how marketing automation works for them. Some aims might include increasing sales by a certain percentage, improving customer retention, or better web traffic.

Check your stats

Observe the statistics to see what is working and what is not. Adjust the strategy accordingly to improve results. For example, if a specific CTA has a 2% better conversion rate, it would be wise to adapt it for future marketing.

Types of marketing automation

Marketing automation has broad applications that cover many day-to-day applications. Understanding each class will open your mind to a world full of available possibilities to scale your business.

Types of marketing automation

  • Mail correspondence MA 

Since new consumers seldom purchase from a company on the first visit, marketing automation tools like customized newsletters are necessary to drive sales. Companies may promote and boost conversion rates by providing regular, meaningful mailings that educate their audience about the current offerings. MA helps to reduce the time spent on sending bulk emails, such as sales offers, newsletters, or updates. 

  • Social media marketing automation

Use the MA technology to publish posts on various social media handles. Schedule and publish content, track engagement, and measure results.

  • CRM automation

The customer relationship manager keeps all the user data in one place. CRM automation can help businesses improve efficiency, productivity, and customer experiences.

  • In-app or mobile marketing automation

It involves software to automate marketing tasks and processes for mobile devices. The process can include sending automated messages, tracking customer engagement, and analyzing data.

  • Advertising automation

The use of technology to manage and automate the advertising process is called advertising automation. Use software to create and manage ads, and observe demographics. Optimize campaigns and run A/B testing to determine the best CPC values.

  • Marketing automation analytics

Marketing automation analytics involves tracking and measuring the performance of campaigns and systems to optimize their effectiveness and improve return on investment (ROI). It can provide insights into which campaigns and channels are most effective and which demographics are most responsive to marketing automation.

  • Lead management automation

Uses technology to manage the leads that are generated through marketing efforts. This can include using software to track and drive leads and marketing automation tools to nurture leads and keep them moving through the sales funnel.

  • Omni-channel automation

MA also integrates consumer engagement across many channels. This includes using customer relationship management (CRM) software to track user engagements.

Why is marketing automation important?

Marketing automation systematizes the actions of a marketing campaign (blog posts, emails, social media, etc.), allowing marketers to focus on more complicated tasks. MA helps businesses to grasp the attention of their target audience and stay connected with them. It delivers the right content at the right time to the right people, strengthening their trust in the brand.

Why use marketing automation?

Why use marketing automation?

Almost all marketers need MA to enhance their business performance. Let’s go through the four key steps that should be fulfilled before using MA platforms:
  • Choose the correct version of the tool
  • Recognize the right task
  • Train your team on its usage
  • Determine the efficiency of the tool
In the general market, automation applies AI to accomplish advertisement and marketing functions such as:
  • Content creation
  • Segmentation
  • Leading
  • Client’s data collection
  • Content management
Businesses can also become more effective by automating the following services:
  • Text messaging
  • Email communications (sending personalized messages to leads)
  • Social media posting
  • Advertisement on various platforms

How does marketing automation work?

With the help of marketing automation software, marketers can easily automate their repetitive tasks (email marketing, social media marketing, and even advertisement campaigns) for the efficiency of their workflow and to provide a more personalized experience to their customers. MA can radically alter the landscape for small enterprises. Any business can become more organized, boost sales, enhance the customer experience, and save a ton of time with the help of the proper marketing automation software. If that’s not a game-changer, then what is?

An efficient MA software streamlines the marketing procedures needed to support digital marketing initiatives. It includes:

  • Lead scoring (helps marketers to determine how likely their leads are to buy)
  • Website monitoring (enables marketers to monitor the behavior of identified and anonymous website guests/users)
  • Audience segmentation (groups customers, uses, and leads based on common characteristics: paying customers, blog users, people who have visited a pricing page, inactive users, etc.)
  • Behavioral analysis (tracking and analyzing users’ behavior to understand what they want from the product or service you offer)
  • Campaign management (planning, executing, tracking, and analyzing marketing initiatives)

Marketing automation helps create a 360-degree view of each customer. It does all the necessary work, improving the efficacy and productivity of sales and marketing teams and enriching the customer experience through effective engagement. MA technology uses six standard procedures to operate:

  1. It gathers information about potential customers by tracking their use of apps, websites, correspondence, and other digital marketing channels.
  2. Helpful and pertinent material is produced using the data gathered.
  3. Identifies and targets potential clients.
  4. MA creates campaigns based on prospect segments to provide individualized experiences across several digital marketing platforms, such as social media, mobile, and chat.
  5. Customer activities trigger cross-channel workflows and predetermined dates to either nurture customers into marketing qualified leads or to move them through the sales funnel.
  6. It examines and monitors outcomes. To increase your marketing ROI, identify what isn’t working and make the necessary adjustments.

Retainly includes various functionalities at your fingertips. This consists of web tracking, user tracking, CSV imports, workflow, single campaigns, web pushes, e-commerce integrations, and more.

marketing automation components

Most crucial marketing automation components

Within the rapidly changing digital landscape, the ways and strategies marketers can analyze customer behavior are evolving faster than ever. The digital revolution and finding the best ways to provide online services were in the spotlight several years ago.
Today, customers expect online services to be the main channel. Therefore, the digital marketer’s role has become even more vital. MA software arranges the marketing process used to support digital marketing campaigns. Some components of marketing automation are as follows:

Lists segmentation

By dividing the contact catalog into smaller, more targeted groups, companies can better focus on marketing efforts and improve their results. There are many ways to segment your lists. The best approach will vary depending on your business and goals. However, common methods include segmenting by location, demographics, interests, or past purchase history. Lists can be segmented further in the following prospects:

  • Buyer Persona
  • Products or service line
  • Demographic and geographic area

Customer relationship management

CRM integration allows marketing automation technology to provide a more holistic view of the customer journey, from first contact to purchase. This, in turn, enables marketers to create more targeted and personalized campaigns that will likely result in conversions. In addition, CRM integration can help to automate and streamline many manual tasks, such as data entry and contact list management.
Companies can set up lead scoring by assigning points to any foreseeable customer activity. Need a straightforward example? Imagine: the scoring system adds 5 points if customers click through on a campaign. Then it adds 30 more points if the buyer makes a purchase. So the total score of the customer is the cumulative measure of the engagement with the brand. Businesses receive valuable data about their client’s behavior. Yes, now you hold a tool to improve your business.

Website visitor ID

The visitor ID allows the marketing and sales team to collect data from users’ profiles and use it for advertisement purposes. It’s one of the core elements of an efficient MA campaign. With the help of a visitor ID, you will know what pages any user visited, what device was used to enter your website, and the source the user came from. Later, if the visitor becomes an essential customer for you, you will be able to trace every interaction along the journey, all the way back to that first touch point.

Behavior analytics

Businesses can see a detailed timeline of all actions taken within their website, social media channels, and automated email correspondence. This can be used further to improve marketing strategies and campaigns, increase retention rate, and upsale.

Marketing automation benefits

Marketing automation helps businesses keep track of their target audience and automate repetitive tasks to focus on more important things. Some essential benefits are as follows:

Customer engagement

Customer engagement can be improved by analyzing prospect segmentation based on buyers’ interests, engagements, and preferences. The marketing team can analyze such engagement and provide reports accordingly.

Reducing your staffing expenses

Businesses can reduce staffing costs while allowing marketers to focus on more significant, strategic project

Focus on overall strategy

Companies have more time to focus on the overall strategy and cultivating prospects with real promise by automating the time-consuming procedure between marketing and sales. More clients and prospects result from this.

Analytic reports

Analytic reports are generated at the end of each campaign that reflects its performance, allowing marketers to launch and test hypothesis-driven practices.

Trust and brand awareness

Not all customers make a purchase or order the service your company offers the first time they land on your website. They need to know who you are, what you offer, and why they can trust you. If you don’t meet these requirements, you’ll lose, leaving money on the table. Digital MA will take advantage of sales opportunities and nurture your prospective customers until they are ready to buy, increasing conversion rates and building long-term relationships with your brand.

Engaging content

With marketing automation, you can create gorgeous content reflecting your brand. Whether the main goal is interaction with your customers through email, text messages, retargeting advertisements, or social media, you can be consistent and ensure that you can easily be identified as a brand. Additionally, using unique templates or layouts can help your brand be easily identified by customers by its design, look, and feel.

Tracking ROI

Marketing automation is an effective way of keeping track of your ROI. It is essential to every business as it provides valuable information on whether and how marketing strategies work. It gives you a good idea about your return on investment to help you make the right and well-informed business decisions.

Relationships with customers

Marketers can send highly targeted and personalized messages to leads and customers. It helps engage users and build relationships with them.

Targeted campaigns

Targeted campaigns help businesses to grow the right audience with a buying intention. Unfortunately, this feature is frequently underestimated by marketers. It would be highly beneficial to send promotional campaigns to customers who have visited a specific page on your website. If they are interested in the product, they will most likely take advantage of the promo offer.

Market research

One of the most crucial aspects of successful marketing campaigns is data. The more info you can gather about the behaviors of your leads and customers, the higher the chances of an efficient marketing campaign. MA can help you qualify your leads, better understand your niche, and tailor your campaigns to their needs based on your gathered information.

Concrete measures of success

With the help of marketing automation, businesses get concrete measures of their success. As a result, they know what works well and what areas should be improved by providing data on KPIs.

Reduce ad spends

MA software has audience creation capabilities for ad campaigns. It improves targeted marketing initiatives and, thanks to its personalized experience, moves the prospects closer to conversion.

Optimal step every time

MA ensures the most effective step is taken at every marketing funnel stage. Using the data on past transactions, your team can see and analyze how your customers interact with your company before making a scale and, based on the received info, send them the right content at the right time. Using this information, you can build a more effective workflow and increase sales.

Better leads

Although it is pleasant to think that the more leads you have, the more successful your campaigns are, you’re more likely to succeed if you take a targeted approach to convert those leads into customers. Marketing automation can help you edge your strategy by picking the leads that have the most potential based on your chosen scoring system.

Rich customer profiles

By using MA alongside CRM, you can create an in-depth database of your customers. It has all the critical data you need to know to tailor the customer experiences. This data includes demographics, behavioral tracking info, and user behavior.

With Retainly, companies and individuals can get exclusive benefits in the following industries:

  • E-Commerce. Retainly provides the ability to create cross-channel journeys that ensure consistent interaction with customers. As a result, it increases ROI, enhances the ability to generate more leads, and improves sales team productivity and efficiency.
  • Retail. Personalized web experience will help create a special bond between retail businesses and their customers by motivating clients for feedback, reviews, and re-engagement. Thus, you got the field to the improvement of customer experience.Marketing Automation Flow
  • Fintech. Make customers’ spending easier and financial transactions faster while increasing your ROI. Retainly is ready to cluster clients, deal with sensitive data, and improve user paths. In a race to acquire more users for Fintech products, extra safety measures are never enough. So, when dealing with financial data, you will look for a high-end solution.
  • iGaming. Spend valuable time on required projects by automating call-to-action banners, headlines, and tasks. You can boost your in-house revenue with highly personalized advertising while meeting all regulatory requirements.
  • HoReCa. Use targeted content to give guests of hospitality exactly what they want, right when they need it.Automated Marketing Statistic

What key problems does marketing automation solve?

Does the business community require marketing automation? The response to this question is as simple as:

What key problems does marketing automation solve?

Saves time

Marketing automation can save time as sophisticated algorithms carry out all the processes. As a result, marketing professionals can focus on other crucial marketing tasks to expand your business opportunities and achieve significant results.

Eliminates human factor

Because of the human factor, mistakes are inevitable. Luckily, marketing automation software can solve this problem. Although learning marketing automation may seem complicated, once you get the hang of it, it can help make your life easier.

Collects user data

Businesses can easily collect their user data and use it for further rectifications in their marketing algorithm and sales.

Increases customer retention

The business’s overall revenue will gradually increase with automation as it increases customer retention.

How to choose the right marketing automation software?

With dozens of MA software apps to choose from, choosing the one that will perfectly suit your business needs may be challenging. The right decision on what MA software to buy should be based on understanding your marketing strategy and the skill set of your marketing team. In the list below, you will find six factors you need to consider when choosing an MA software app:

How to choose the right marketing automation software?

User experience and interface (UX/UI)

UI is about how the platform looks and how users can navigate there. Good MA software should have a simple and user-friendly interface and not have a steep learning curve. To decide whether the software meets these requirements, look for service providers offering a free trial. Try the software and pay attention to its straightforward logical navigation and tooltips that provide context when hovering the mouse over specific fields or explain what a particular feature or function does.

Compatibility, features, and integrations

Analyze all the features and integrations the MA software involves. Try different software, offering various options to compare and choose the one that will meet your business needs. Do not forget to check whether the software can integrate with your existing technologies.

Customer support

Good customer support is a crucial part of any MA software. When it’s new for you and you are going to represent it to your team, you would want dedicated support that will assist you and provide the desired technical support in case of necessity. Level of support also matters: dedicated, 24/7, or general. Depending on the provider, customer support differs and can be delivered via email, phone, live chat, etc. Ask the provider how long the response time is and the types of customer support offered. Inquire about additional resources the provider may share with you so you can resolve issues on your own when needed.

Access to additional resources

Check what resources are available: webinars, FAQs, etc., how they can help, and what they can teach you. Are they available on the website, or should you log in? How frequently does the provider update them?

Prices, payments, and fee details

Ask the provider how fast and easy the platform can scale in case your business change in size rapidly. Which features may affect pricing? Ask about the payment procedure, regular pricing, and other fees (if there are any) client is responsible for after the sign-up.

Setup and onboarding support

MA requires setup and onboarding from the provider, and the level of assistance will vary depending on your chosen provider. Therefore, ask the provider about the setup and onboarding support offered, whether you have to pay for it and how much it costs.

When is the best time to invest in marketing automation?

There are a few questions you have to ask yourself when trying to determine whether it is the right time for you to invest in MA:

  1. Does the content you create and publish reach your target audience? Is it mapped to your buyer’s journey?
  2. Are you generating a steady flow of organic leads?
  3. Have marketing and sales aligned on when leads are handed off?
  4. Can you understand your customer’s needs across every touchpoint?

The best time to invest in MA is right now, whether you are a solo marketer or a large team. Regarding budget, you can quickly get a free marketing tool until your business grows. If required, you can easily update your plan to get a desirable package of marketing automation tools and features. It will provide you with more opportunities to scale your marketing strategy and thus grow your income.

What influences marketing automation cost?

While there are lots of marketing automation tools for all-sized businesses, their pricing mainly depends on the actual number of contacts, support, integrations, additional advice and consulting, etc. If you are an SMB (small or medium business) company, the ability to pay only for what you use is crucial.

Such all-in-one engagement automation platforms as Retainly are designed to help small businesses, growing and large companies. It also has special offerings for Enterprise companies, providing the last ones with advanced features.

How to choose a marketing automation tool?

The perfect option here is to search for a tool that provides a free trial period. It gives you time to understand whether the solution is worthy and how it fits your company’s marketing needs.

For example, businesses and customers can try out Retainly for 14 days. After that, the start packages come at a reasonable cost of $100/month. It includes 50 segments, 40 workflows, and up to 10 users. The pro plan is available for large companies from $330/month. It offers unlimited segments, workplaces, and users.

Marketing automation vs. CRM – what’s the difference?

Although both CRM and marketing automation tools may appear similar, they serve different purposes.

Primarily, marketing automation deals with the following:

  • Focuses on marketing reps
  • Marketing via promotional electronic emails
  • Improves sales and marketing workflows
  • Automates marketing campaigns
  • Optimizes short purchase cycles
  • Generates and nurtures quality leads for the sales team to pursue later
  • Measures marketing contribution to ROI
Marketing automation vs. CRM

While on the other hand, CRM manages the following aspects:

  • Deals and leads tracking
  • Task management
  • Sales forecasting
  • Personalized communication with customers
  • Reporting and analytics
  • File storage and sharing (storing important files in a centralized repository, instead of relying on external file storage)
  • Increased sales opportunities

CRM and marketing automation serve different purposes:

  • Audience

CRM and MA are used for marketing purposes but differ in their target customers. CRM broadly deals with sales representatives, whereas MA helps to outreach the target audience.

  • Goal

MA’s primary goal is to retain customers and nurture leads. On the other hand, CRM manages sales processes, maintains a user database, and assigns tasks to sales representatives.

CRM helps to achieve the following objectives:

  • Productivity 
  • Manage customers relationship 
  • Enhance sales representative performance 

On the other hand, MA helps to gain the following goals:

  • Measure marketing contribution 
  • Generate qualified leads
  • Improve sales and marketing workflow
  • Improve/empower customer retention and engagement

Why use CRM and marketing automation together?

Are you prepared to move the marketing automation process forward? Use it in conjunction with a customer relationship management (CRM) program. In-depth behavioral tracking, including which pages your clients are viewing, their interest materials, and where they are in the purchase cycle, is made possible by integrating CRM with marketing automation. Instantly, you have excellent knowledge about your leads’ interests, allowing you to adjust everything from content marketing to sales pitches.

CRM marketing automation

Marketing automation for B2B

Through workflows and triggers, B2B marketing automation technology enables you to automate marketing duties and job responsibilities. While nurturing your leads, B2B marketing is supposed to keep your staff busy and efficient.
Data collecting is made more accessible by the B2B marketing automation strategy since it incorporates it into the core of all marketing procedures. Businesses collect individual user data for contact segmentation and website analysis with the right marketing automation solution companies.

Examples of B2B marketing automation

B2B MA can optimize your role responsibilities through workflows and triggers. Its goal is to help your team stay productive and efficient while nurturing your potential customers. B2B marketing automation is essential for B2B organizations because of the following reasons:

1. Elevating and automating workflows

Using B2B MA, businesses can:

  • Save time on monotonous, repetitive tasks
  • Organize streamlined communication within the organization and with customers
  • Minimize errors that may be made by humans and potential inaccuracy risks
  • Improve staff productivity

2. Understanding buyer needs

MA is a vital part of the businesses to attract the right customers, and to avoid marketing to prospects who are not interested in the products or services you offer. B2B MA helps companies to gather information about different customers to find out where they are in the buyer’s journey. B2B marketing automation can also compare data between various business units to improve engagement with existing customers and increase repeat business rates.

3. Boosting income

Customers in different industries have varying needs. Thus,  sending the same message to all customers is not a good business approach. B2B marketing automation helps businesses to conduct high-impact and cost-effective marketing campaigns. As a result, you can send the right message to the right audience, which, in turn, boosts your ROI.

Benefits of marketing automation for B2B

  • Improved visualization of marketing and sales processes
  • Better targeted campaigns across multiple channels
  • Easier scalability
  • Lead nurturing
  • List management and segmentation
  • Reduced conversion times
  • Increased customer lifetime value
  • Maximized ROI

In addition, marketing automation in B2B can help companies improve their customer relationships. Companies can better understand consumer needs and preferences by automating customer communications and tracking consumer engagement. This can lead to improved user satisfaction and loyalty.
Businesses can free up their employees to focus on more important stuff by automating repetitive tasks. For example, email marketing automation campaigns can eliminate the need for manual advertisements.
Marketing automation in B2B helps companies nurture their relationships with current and potential customers through targeted content delivered at key points throughout the buyer’s journey—from awareness to purchase decision—and beyond into customer retention efforts post-purchase. By providing relevant information at each stage of the buyer’s journey, businesses stay top-of-mind with their target audience, leading to improved customer relationships.

Marketing automation for B2C

B2C marketing automation involves using marketing automation tools that execute essential tasks such as:

Marketing automation for B2C

How does marketing automation for B2C work?

B2C directly targets consumers rather than other businesses, as it is in B2B marketing automation. This concept is used to gain some essential benefits, which are as follows:

More productivity by working less

B2C marketing automation can save time and energy for creative marketing, strategic campaigning, and decision-making. 

Experimentation for optimum results

Use A/B testing to check which texting marketing angle gets sales and which does not. The experimentation removes the guesswork and provides better results for companies.

Customer targeting

Quickly target a mass audience and send relevant messages to the most loyal users. Customers are analyzed by their previous browsing activities on the web or inside the company’s service or website.

Smart decision-making

Marketing automation empowers the business community to make intelligent decisions. With the right choices, the overall scalability curve of any company can improve significantly.

B2C marketing automation examples

Let’s see how businesses can incorporate B2C MA into various branches:


Quickly test different content, marketing tools, subject line, themes, etc. Businesses perform an A/B test to see their customer’s responses, giving them complete insight for future campaigns.

Omnichannel campaign

Maintain an omnichannel campaign for improving your business. It can include traditional channels such as television, radio, and print, as well as digital channels such as newsletters, social media, and websites.
A multichannel marketing campaign aims to provide a consistent message across all channels and reach the broadest possible audience. A well-executed campaign can increase brand awareness, higher sales, and improve customer loyalty.

Data collection

Collect data from known and unknown people who interact with your platform. Use it for future tweaks.

Behavioral campaign

The goal of a B2C marketing behavioral campaign is to influence the behavior of consumers to increase sales of a product or service. Many techniques can be used here, including targeted advertising, coupons, and special offers.

Features of B2C marketing automation

B2C marketing automation helps businesses automate and manage their customer-facing operations. Here are some of the key features of MA:

Personalized journey

B2C customers search for instant solutions to their problems based on their personal needs and desires. They rarely think strategically about buying. Therefore, their goal is to satisfy their needs here and now. Thus, businesses should interact with customers in a personalized manner to create a meaningful, consistent customer experience. With B2C marketing automation, marketers can monitor their clients’ journeys and determine what marketing materials provide the highest conversion rates.

Keeps your customers loyal

Businesses get new customers at any time, but the real battle is to hold the existing faithful ones so that they use your products or buy your services repeatedly. For this purpose, MA sends them the best offers at the right time. The buyers will feel valued and always be on board. For example, businesses can send them birthday messages with a small gift during sign-up. Companies also retain their customers by giving them discounts or gifts when they reach a maximum number of purchases from your business.

Welcomes new prospects

MA enables you to produce efficient campaigns for long-standing relationships with customers. When someone logs into your service, the MA platform sends an automated message to introduce your product. The first impression is the last impression that holds here. As customers feel they are welcomed, they will urge for more.


A good B2C MA tool integrates with different instruments used by the business community, such as video conferencing connectors, advertisement tools, social media ads, content marketing, etc.

Retainly has all the essential features of a B2C marketing automation tool. Detailed documentation is available on the Retainly website to help understand the interface in case of facing any difficulties.


Marketing automation helps businesses automate routine functions such as tracking clients’ data, managing social media accounts and ad campaigns, analyzing and reporting on campaign performance, achieving better and more consistent incomes, enhancing marketing and sales teams’ efficiency, enriching customer experience through efficient engagement, and more.

B2B and B2C conversions depend on professional, reliable, trusting relationships and the ability to prove the product’s or service’s value to the client. Inefficient manual marketing has long prevented this effect, which is why marketing automation has become incredibly important for B2B and B2C. With MA, businesses can concentrate on more practical tasks and do much more for their customers. Marketing automation for B2B and B2C is a powerful tool for maintaining conversations with customers. It’s also an accessible technology for small, middle, or large-size businesses. With the help of B2B and B2C marketing, customers can expect personalized content, while companies can stay ahead in the modern aspect. Another helpful tool is CRM, which prevents businesses from digging into multiple systems to get the data they need to know about their customers. Customer relationship management helps companies to reach higher ROI and achieve better relationships with their customers and leads.

Marketing automation is the hub of the 21st-century marketing department, allowing companies to get prospects more effectively, obtain better leads, enhance revenue, and eventually help them grow.

Retainly’s automated engagement platform is ideal for helping you turn the marketing strategies from promising theories into tangible success – learn more about how it works here.

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