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Automating Marketing: 11 Tools and Systems Worth Using

Scott Gerber
Scott Gerber

Automation can help your business focus on what matters

There are always easier ways to gather or process information; people are regularly fine-tuning approaches or building better tools. This is particularly important for marketers who need a good view of how customers and clients are interacting with sites, emails and content, as well as to track leads and see conversions.

So what kind of automation systems are worth checking out? To help guide you in the right direction, 11 entrepreneurs from YEC weighed in on the best marketing tools and automation systems that can provide the greatest return. Here's what they favor — and why:

1. Ahrefs

Ahrefs has been our reference to check how our content is performing. We use it to set a benchmark and track our progress. We can track keyword rankings, any content alerts, and any links that you are trying to disavow. The most helpful feature is keywords tracking and site explorer. We have seen a massive increase in our search engine optimization rankings and organic search. - Liam Martin,

2. Buffer

I have been using Buffer to automate my social media posts for the last few years. I love how easy it is to post and schedule your content throughout the month. It recently introduced Instagram as an integration, and this has been a huge help in increasing engagement and sales for our clients. - Mauricio Cardenal, Roofing Marketing Pros

3. has helped us automate our email marketing by allowing us to customize the lists and segments that our users join so that we can easily send them the content they want to see. also allows us to track the activity in our app to filter users into the appropriate funnels based on what they clicked on in app. - Mark Krassner, Expectful

4. Hootsuite

When it comes to social media marketing, it can get tough to coordinate posts across so many channels due to the high volume of posts. However, Hootsuite allows you to construct and manage the timing of posts, all on one dashboard. Additionally, there are a few other features, including one allowing you to monitor your feed and followers. - Zohar Steinberg, token payments

5. InfusionSoft

InfusionSoft is a great tool for automating email marketing. The platform makes it easy to segment email lists so you are sending the right email to the right person. It helps you build a better funnel so you can create highly targeted and smart drip campaigns. - Jared Atchison, WPForms

6. Intercom

Adding live chat via Intercom to some of our products has been successful in closing the deal for customers on the fence. We have been able to automate some frequently asked questions to cut down on repetitive replies and have our customer service associates focus on the more specific questions. - Chris Christoff, MonsterInsights

7. Marketo

Marketo is probably one of the best out there. It offers automation on a variety of levels, personalization capabilities (which is key to any automation service), tools for budgeting and calendar functions. It can also help generate leads and analyze return on investment. - Andrew Schrage, Money Crashers Personal Finance

8. Pardot, integrated with Salesforce CRM

We created the ultimate sales and marketing automation tool by integrating Pardot with Salesforce CRM. Pardot automates the lead qualification process, making it easy to streamline a digital campaign creation. Through sales and marketing alignment, we are able to personalize relationships with clients and prospects through relevant strategies that include lead nurturing, drip campaigns and digital analytics. - Wesley Mathews, High Level Marketing LLC

9. PersistIQ

PersistIQ has allowed us to reach our prospects through cold email, send relevant information and schedule sales appointments for our team. This tool has allowed us to personalize each step and still automate to do this at scale. - Zachary Burkes, Predictable Profits

10. Sumo Integration With Klaviyo

We use Sumo to capture emails, and their integration with Klaviyo makes sending personalized messages very easy. Depending on what page and what location the email was captured, it goes to a different Klaviyo email flow and sends a different message. If the person replies, we're able to address it with context, which helps increase the conversion. - Fan Bi, Menswear Reviewed

11. Tailwind App

The Tailwind app has been the most effective social media automation tool for my business. Tailwind allows me to schedule pins on Pinterest weeks ahead of time so I don't have to spend hours to pin manually every day. - Kristin Kimberly Marquet, Creative Development Agency, LLC

Image Credit: MichaelJayBerlin/Shutterstock
Scott Gerber
Scott Gerber Member
Scott Gerber is the founder of Young Entrepreneur Council (YEC), an invite-only organization comprised of the world’s most promising young entrepreneurs. In partnership with Citi, YEC recently launched BusinessCollective, a free virtual mentorship program that helps millions of entrepreneurs start and grow businesses. Gerber is also a serial entrepreneur, regular TV commentator and author of the book Never Get a “Real” Job.