Marketing and sales automation tools

Automation of marketing is the use of specialized programs for planning, controlling and implementing the tasks of the marketing and sales department. With the help of such programs automated dispatch is carried out, the client base is structured, call-tracking (call tracking and recording) is sometimes connected, sometimes the system allows you to plan content marketing and much more. Systems can be conditionally divided into specialized and with extended functionality. And today, more and more software products are on the way to expand the functionality and create their own CRM-systems.

In a broader sense, modern automation systems are already so integrated with CRM that it is quite difficult to draw a line between them. For example, in the CRM-system “Megaplan” the database of contacts can be divided into groups: customers, partners, competitors, contractors and so on, so that the sales department, the marketing department, and the partner department can work with it simultaneously. In this case, the visibility of different client groups can be configured separately for each department.

What you need?

It is worth starting, perhaps, with the definition of your goals when implementing an automation system. Answer the question: what do we want to achieve in the company by launching a new technology? To unload managers? Or, perhaps, reduce the cost of attracting new customers? Reduce the impact of the so-called. “The human factor,” and improve the quality of control over managers (so that contacts do not disappear, information on arrangements, listen to calls, and, in general, so that they do not remain unanswered)? Optimize time costs, manage projects correctly?

Select the system

If you have decided on the tasks that you need to solve and set clear, achievable and, importantly, measurable goals, it’s time to start choosing an automation system. Fortunately, many of them provide free versions, which allows you to correlate the goals with their functionality. It is best to test programs with evaluation versions, or with temporary access. Working with completely free systems involves significant risks, for example, lack of technical support, interruptions in work or, worst of all, loss of the base.

Get support

The next big question: who will be responsible for the implementation of a marketing and sales automation system and CRM-system in your company? Who will help you in this difficult matter?

Perhaps one of the most common obstacles to the introduction of automation in the company remains the fear of a new, not fully understood technology that requires, in all, significant improvements and adaptations “on the spot”. A frequent objection in this respect: “Such a system will not work for us. We have a specific business”.

In general, in the automation of marketing and sales, it is important not to be afraid to experiment – try, implement, evaluate. With the right approach, automation should not add problems to the company’s activities, but significantly reduce their number, increasing the efficiency of managers and eliminating the infamous “human factor”, which is particularly evident in routine, repetitive operations. And remember: technology, including automation, penetrates into all spheres of our life, and business processes are no exception.

SugarCRM CE vs Pro Edition

1. About SugarCRM CE vs Pro Edition

SugarCRM has a free, open-sourced version called Sugar CE. So how does SugarCRM Community Edition (CE) stack-up vs Professional? To give some background, Sugar has been the fastest growing CRM provider in the last six years. SugarCRM uses Community Edition to allow potential users to get their feet wet with Sugar’s interface, hoping that once people use it they will then migrate to a paid edition — “Professional” or “Enterprise” for ever-larger businesses.

Sugar Community Edition is not hosted in Sugar’s cloud, it is a non-SaaS (Software as a Service) or “on-premise” edition (you can still run Professional on-premise). CE is a free download that lives on your web server. For a full comparison between Sugar CE vs. Professional, download our comparison guide for both software platforms.

2. So what’s the difference between SugarCRM Community Edition vs Professional?

To use the Professional version of Sugar, you need to buy a minimum of 10 user licenses. Sugar CE is a good starting tool for very small businesses looking for a great product and a free intro CRM, but does not give you nearly as many features as Professional Edition. CE really isn’t a version you can really grow your business with forever. CE has limited functionality compared to the paid and (optionally) hosted versions, Sugar Professional and Sugar Enterprise.

3. Top eight features in professional not in Sugar CE:

  • Sales forecasting/prediction modeling
  • Contract creation
  • Quoting and estimation
  • Creating marketing reports (segmented email lists)
  • Integration of automation platforms (Net-Results, Pardot, HubSpot, etc.)
  • Customized dashboards
  • Access to SugarCRM support and knowledge base
  • Plugins for Microsoft Office (Outlook, Excel, etc.)

4. Top five reasons people move from CE vs Pro:

  • Need the ability to build reports
  • Can’t build workflows in CE
  • Want to restrict user permissions by creating roles
  • Want Sugar to be hosted in the cloud with automatic software updates
  • Free support (that’s a big one)
  • Want activity stream with social integration like chatter

Community Edition is a great way to dive into the world of Sugar. Be weary that if you do use CE, you will face a migration cost to move to professional unless you start fresh. Be sure not to develop a gigantic database in CE or the migration will be more challenging. If there is loads of customization in CE it can become even more of a problem once you move to professional.

DocuSign continues to build digital trade management platform out

As customer list grows investment pays off for unicorn, associates collect and standards drop in place.

This attempt has led the firm to standardization efforts and many partnerships, acquisitions, as it tries to become an one-stop store for firms wanting to accelerate their businesses with 100 percent digital workflows, procedures and arrangements. The settlement has been a vast trove of new customers.

The Oracle statements contained deep integrations across the gamut of Oracle Cloud offerings, including Business Contracts, Sales Cloud, Records Cloud, CPQ Cloud, Documaker, PeopleSoft and WebCenter Content. An additional impediment is removed by the DocuSign integration for Oracle customers attempting to make their companies entirely digital.

DocuSign reported that increase in its programmer software continues to soar, mentioning 300 percent increase of API trade quantity from new customers year on year. Additionally, as befits a mission-essential utility, DocuSign continues to put money into the essential areas of hybrid vehicle cloud deployment, security and high availability.

So, it must not be too huge a surprise that all this investment has resulted in a level of acknowledgement, including the business’s touchdown on the Forbes Cloud 100 list of the finest private cloud businesses, and the DocuSign API’s being given Best Enterprise API at API World last week.

The DocuSign Global Trust Network comprises more than 250,000 businesses and 100 million users in 188 nations. For comparison, when I talked in October of 2011 to DocuSign, they’d only 10 million users.

The DocuSign narrative has been one of extraordinary increase. The firm was not late to comprehend how removing the pen and ink signature from the trade procedure was only step one in transferring companies completely out of the analog world and into one of completely digital trades.

It is quite clear from the rate of developments at DocuSign as the business continues to unfold its grand strategy, that there is plenty more to come on this front.

aorus x3 plus v3 review

It’s difficult to trust the Aorus X3 Plus v3 is a gaming notebook on first examination. Contrasted with the huge desktop substitutions that still command the class, the littlest framework to wear Gigabyte’s gaming image resembles a ultrabook, weighing a little more than four pounds and measuring just shy of one inch thick. In fact, at 13 by 10.4 by 0.9 inches, the Aorus is somewhat littler than numerous 14-inch portable workstations (its screen measures 13.9 inches askew).


The X3 Plus’ all-dark outside is made for the most part from metal composite that feels cool to the touch. The most outwardly recognizing highlight is the projecting back of the undercarriage and its two growling fan debilitates. Additionally attractive is the faintly enlightened Aorus logo focused on the cover.

The X3 Plus feels out of this world strong with no discernible undercarriage flex. Indeed, even the top has impressive unbending nature and manages the show board fabulous security. The pivot is sufficiently stiff to forestall show wobble yet at the same time permits the top to open one-gave, a little detail we’re generally ready to appreciate. Another plan detail we enjoyed is the insignificant show bezel; it incredibly adds to the Aorus’ ultramodern look and feel.

The illuminated console—two shine levels, plus off—is marginally off kilter in light of the fact that Aorus, as on its X7 Pro$2,599.99 at Adorama, has exhibited five devoted full scale keys down the left side. Pressing the shading changing G catch at the highest point of the stack gives you a chance to switch among five different profiles, viably giving you 25 put away hotkey mixes. A provided programming utility gives you a chance to program and allot full scale keys.

The console’s vibe sadly leaves a ton to be coveted. While there’s adequate travel, the keys deliver a plasticky shake when pressed, which sounds modest and brings down the Aorus’ superb subject. Gamers may whine that the cursor bolts are consecutively (half-scrutinized and down bolts sandwiched between full-sized left and appropriate) rather than a rearranged T; they might be mollified by the W, A, S, and D keys having bolded lettering.

The mirror-like dark touch cushion is bounty vast in respect to the show and as smooth as glass, however it’s really plastic. This cushion has an interactive surface in lieu of physical catches, however we discovered it entirely difficult to press down anyplace yet the base left and right corners where customary catches would live. On the positive side, it has an extremely strong feel with calm snaps and great material criticism.

Effective Marketing Automation


Employing marketing automation technologies improves the effectiveness of your sales process. How? It allows marketers to assemble specific pathways that buyers can take through the buying process, and automatically determine which sets of emails should be delivered to a lead based upon their activity and response to your marketing. Effective utilization of marketing software requires good content that “talks” directly to your lead. Active segmentation delivers greater value to your leads than one-size-fits-all newsletters that get sent to everyone on your list.


Generic “stay in touch” newsletters don’t provide the necessary engagement that personalized, relevant, high-value messages receive. Marketing automation allows you to automatically send appropriate and personalized messages from the lead’s assigned sales person. This allows your organization to stay top-of-mind, creates warm leads and rapport, so when the sales person touches base with a phone call – it’s not a cold call, but there’s already a relationship.

How does it work? Marketing automation technology keeps track of your leads and their activity and response to your marketing messages and offers. Based upon how your leads respond, the technology can trigger specific messages that are tailored directly into the interests based upon a lead’s actions. Quite simply, you are able to provide greater value and relevant content to a greater volume of leads than you could ever do with a manual approach. And that keeps your sales funnel full.

Creating more sales-ready leads, increasing your sales and marketing effectiveness, produces more revenue. That’s power, and that’s what marketing automation provides. Studies have revealed that companies employing marketing automation well, can improve sales effectiveness by 30%, and more sales reps are able to meet or exceed their quotas.


Personalizing your approach to marketing, and speaking directly to your target buyer based upon their specific interests, allows you to exceed the averages of email metrics. For example, your email open rates with targeted lead nurturing approach will be between 40-60% — and that translates directly to engagement, interest, and top-of-mind status with your leads. Marketing automation helps grow sales effectiveness.