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Automation

Which marketing automation tools are best for B2B companies? Here's an overview.

10 min read

Marketing Automation Tools für B2B

Want to automate your marketing campaigns and looking for the ideal tool? We show you what benefits marketing automation tools offer, which software is best suited for B2B companies, and what to watch out for during implementation.

1 | What are marketing automation tools?

Marketing automation tools are software solutions that automate marketing processes, making planning, steering and analysis of extensive marketing and sales campaigns easier. Defined automation workflows deliver content to target audiences along the entire customer journey — right time, right place, right format. Goal: build awareness among potential customers, boost purchase intent and secure customer loyalty long term.

2 | What advantages do marketing automation software offer B2B companies?

Most marketing automation platforms are each designed so that marketing, sales and customer service activities can be meaningfully linked. This can bring departments closer together and create synergies where "silo thinking" previously dominated. The improved connectivity and more efficient exchange between departments in turn leads to relevant customer experiences at various touchpoints and thus to a customer journey that, in the spirit of inbound marketing, builds long-term loyalty and turns customers into brand ambassadors.

1. Efficient lead processes & personalised communication
Marketing automation enables end-to-end lead management – from first contact to conversion. At the same time, it allows individual messaging along the funnel and improves analysis and optimisation options through real-time data and A/B tests.

2. Structured workflows and relieved teams
Automated processes reduce repetitive tasks, bring transparency to campaigns and create space for creative, strategic work. This strengthens collaboration between teams and fosters more efficient day-to-day processes.

3. Consistent customer journey and satisfied customers
Through cross-channel, personalised content, customers experience a well-thought-out, coherent journey. This increases relevance, improves touchpoints and leads to higher satisfaction and long-term customer loyalty.

4. Higher conversion and better use of resources
Clear brand messaging, consistent communication and automated cross-/upselling potential increase the conversion rate. At the same time, the effort per touchpoint drops – which has a direct positive impact on ROI and revenue.

Infografik mit dem Titel „Vorteile von Marketing Automation“ in weißer Schrift auf blauem Kreis links. Rechts davon vier gepunktet umrahmte Textfelder mit Häkchen-Icons: „Effizientes Leadmanagement“, „Strukturierte Workflows“, „Höhere Conversion-Raten“, „Personalisierte Kundenerlebnisse“. Vertikale Anordnung.

Want to learn more about the benefits of marketing automation?

In our insight "Benefits of Marketing Automation", we explain what marketing automation means – and how you need to proceed so that you can later work in a resource-efficient and effective way.

All about Marketing Automation

Logos von fünf Marketing-Automation-Tools nebeneinander dargestellt: Salesforce Pardot, HubSpot Marketing Hub, Marketo Engage, Evalanche, ActiveCampaign.Logos von fünf Marketing-Automation-Tools in zweizeiliger mobiler Darstellung: Salesforce Pardot, HubSpot Marketing Hub, Marketo Engage, Evalanche, ActiveCampaign.

3 | Which marketing automation tool best suits my company?

Is Salesforce Pardot/MCAE, HubSpot Marketing Hub™, Evalanche, Adobe Marketo Engage or ActiveCampaign the right choice for your B2B company? We've compared the tools for you and summed up the benefits for B2B companies.

Why did we compare these tools? Relevance for B2B segment of mid-sized companies was decisive for us. Marketing automation solutions built for B2C funnels often offer features B2B marketing departments don't need at all.
Marcus Voelkel, Berater & UX-Experte

Salesforce Pardot/MCAE

Salesforce Pardot/MCAE (renamed in 2022 to Marketing Cloud Account Engagement, or MCAE for short) is a highly professional all-in-one platform for marketing automation and B2B account engagement. A first major advantage: Pardot/MCAE integrates seamlessly with Salesforce: "If you're already using Salesforce as your CRM, Pardot/MCAE is a logical choice and will likely meet your marketing automation needs well" (Forbes, 2023).

Salesforce Pardot MCAE stands out with following advantages: 

1. Ease of use: the tool is very intuitive and thus also suitable for companies with little prior experience of marketing automation. However, the broad feature set means a moderate to steep learning curve for the staff involved.

2. Powerful lead management: Pardot/MCAE was built to support companies through every step of an online marketing campaign – from design to results analysis. The tool offers comprehensive functions for optimising lead management across the entire funnel, including lead generation, lead scoring, segmentation and lead nurturing.

3. Marketing-sales interface: Thanks to seamless integration with Salesforce CRM, Pardot/MCAE enables more efficient collaboration between marketing and sales teams.  

4. Improved personalisation through AI technology: Combined with the artificial intelligence tools powered by Salesforce's Einstein AI feature, Pardot/MCAE users have access to advanced machine learning algorithms that let them generate hyper-personalised content based on individual customer behaviour.

Salesforce-Oberfläche zeigt Lead-Details und Engagement-Historie mit geöffneten und gesendeten E-Mails.
Salesforce Pardot helps editors focus on what matters.
Marcus Voelkel, Berater & UX-Experte
HubSpot-Oberfläche zur Verwaltung von Werbekampagnen mit Menüstruktur, Leistungskennzahlen und Kampagnenliste.

HubSpot Marketing Hub™

The browser-based cloud solution from HubSpot includes various tools such as the Marketing Hub™ and the Sales Hub™, which let you create, manage and track campaigns and customer interactions. The tool also offers a wide range of functions, including lead generation and lead scoring, segmentation, social media marketing and more.

Hubspot Marketing Hub™ convinces with following advantages: 

1. Ease of use: HubSpot Marketing Hub™ is an easy-to-use marketing automation solution, even for inexperienced users. The focus is on quick implementation – you can be up and running within minutes.

2. Features: HubSpot Marketing Hub™ delivers diverse marketing automation solutions, offering features such as contact management, pipeline management, live chat, meeting scheduling and prospect tracking. In addition, over 1,000 applications can be integrated.

3. Value for money: Hubspot's basic features are free to use. For an extended feature set, though, you should expect additional costs.

4. Assistance and support: when problems arise, Hubspot offers fast help via customer service or the Hubspot Community. Hubspot also provides extensive free training through Hubspot Academy.

Evalanche-Oberfläche mit E-Mail-Marketing-Modul; Benutzer zieht das Element „eMailing“ in einen Kampagnenfluss.

Evalanche

Evalanche is a German marketing automation software, ideally tailored to the needs of marketing departments at mid-sized and larger B2B companies and agencies.

Evalanche stands out with the following benefits:

1. Professionalism made in Germany: Evalanche has won multiple awards and, among other things, is certified to ISO 27001 by TÜV.

2. GDPR compliance: a major advantage of Evalanche is its outstanding security architecture and its guarantee of high data protection standards. The system servers and data processing are based in Germany.

3. International scalability: Evalanche was developed for companies operating worldwide: all common languages and character encodings can be used in Evalanche. Thanks to multi-tenancy capability, you can create as many accounts as you like for different departments or branches under a single company account.

4. German support: when problems arise, Evalanche shines with fast, competent help. For companies whose communication is primarily in German, German-language support can be especially valuable.

Adobe Marketo Engage

Marketo Engage from Adobe helps you automate lead management, email marketing, existing-customer marketing and mobile marketing. Social media activities can also be integrated into Marketo via third-party providers.

Due to the large functional scope, the software can become noticeably slower when executing certain processes and comes with a long onboarding process.  

Adobe Marketo Engage offers these advantages: 

1. Features: the tool brings numerous features for automating email marketing, lead generation and lead nurturing.

2. Integration into the existing IT landscape: Marketo Engage integrates easily with Salesforce CRM and numerous apps.

3. Scalability: Marketo Engage was built for growth-oriented mid-sized to large companies with globally distributed teams.

Adobe Marketo Engage Benutzeroberfläche mit Listenstruktur links und Funktionsmodulen wie Revenue Explorer und Email Insights rechts.
Benutzeroberfläche zur Erstellung einer Landingpage in ActiveCampaign mit Drag-and-Drop-Editor und Inhaltselementen wie Text, Bild und Buttons.

ActiveCampaign

ActiveCampaign is a US-based provider, particularly well-suited for smaller and mid-sized companies. ActiveCampaign combines email marketing and marketing automation with CRM elements.

The tool offers the following benefits: 

1. Affordable entry price: ActiveCampaign offers many core features at a relatively low price. However, for more contacts, more complex automations and further features, such as the CRM function, you must expect higher costs.

2. Integration capability: ActiveCampaign can be connected to over 850 applications, including Salesforce, WordPress, Shopify, PayPal, Stripe, Gmail, Calendly, Slack and Facebook.

3. Tracking: with ActiveCampaign you get access to detailed interest-tracking features and precise marketing options through segmentation.

4 | Conclusion: which software is the best choice for B2B companies?

Small B2B companies with no budget or only a small budget and access to only limited technical resources may get on best with HubSpot Marketing Hub™. That's because HubSpot CRM and Marketing Hub™ offer free basic versions and excellent usability for core functions.

For medium and larger B2B companies with a higher need for customisation and more IT resources in-house, we recommend Salesforce Pardot/MCAE or Evalanche. Pardot/MCAE offers particularly powerful features and a comprehensive platform for managing campaigns and customer interactions across the entire customer journey. Evalanche stands out especially on data protection aspects.

According to Forbes, Pardot/MCAE will also be the right tool for you if you're looking for a “complex marketing automation tool that helps you plan sophisticated customer journey workflows” (Forbes, 2023). And: if you already use Salesforce CRM, Pardot/MCAE is, according to Forbes, the right choice.

Vergleichstabelle mit Bewertungskriterien für fünf Marketing-Automation-Tools anhand von neun Kategorien.
In practice, Salesforce Pardot has proven particularly successful for medium-sized and larger B2B companies. With Pardot we meet all the needs of our B2B customers.
Marcus Voelkel, Berater & UX-Experte
Mobile Infografik mit vier nummerierten Schritten zur Umsetzung von Marketing-Automation-Prozessen.

5 | What are the success factors for a smooth implementation?

Bring strategy, content and technology together!

Create synergies by connecting different task areas, teams and perspectives – and help everyone involved pull together towards an outstanding customer experience.

Human centricity: keep people in mind!

Choosing the right marketing automation solution is an important step – but lasting effective marketing automation needs, besides the technological foundation, capable people who drive forward the automation project, bring together different departments and sensibly evaluate the vast amounts of data with company goals in mind.

The success of marketing automation tools depends above all on the people involved. Connected teams, empathy for the customer's perspective and relevant content are at least as decisive as the choice of tool.
David Beyer, Content Creation & Consulting
Foto von einem Mann, der entspannt an einem Schreibtisch sitzt

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