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BlogsJuly 19, 2024June 6, 2025

Digital Asset Management (DAM): Benefits, Features, Use Cases

All aspects of business operations are transforming into digital, and data is no exception. How can you use DAM software to improve performance efficiency?

Given the flux of digital technologies, managing and organizing digital assets, such as documents, images, videos, and media files, has become a top priority. Digital asset management is the need of the hour. It helps businesses of all sizes seamlessly manage various types of online data.

With this system, you can streamline workflows and maintain brand consistency. It’s like a centralized place to access various media assets of a company. One of the core features of a DAM solution is to optimize the production of rich media, especially within the sales and marketing sectors. What’s more— it can help you establish brand consistency through automatic asset updates and reinforcement of brand guidelines.

Digital Asset Management: Key Benefits

Effective digital asset management is a must-have due to the various benefits it offers:

Reduced production costs

Asset centralization within a DAM system enables organizations to find and reuse assets, reducing production costs and duplicate workstreams. The resulting efficiency helps to bring assets and solutions to the market faster.

Improves organizational transparency

When you implement a DAM system, you experience a clear and comprehensive view of digital assets. In this way, it helps you positively impact management, content planning, and execution. If you are looking for better collaboration among various stakeholders, then DAM software can help you accomplish this goal. It eliminates redundant projects, thus introducing impactful workstreams.

More lead conversion and customer retention

The chances of customer retention are high when you deliver a personalized experience. And with DAM, it gets easy to accomplish this. You can launch relevant marketing materials at the right time to enhance customer engagement. This can accelerate the buying cycle and nurture strong customer relationships with your brand. When there is more customer satisfaction, they are likely to convert into paying accounts and possibly come back for your products/services.

Improved brand consistency

While creating digital materials, be it webinar content, videos, or images, it is important to maintain consistency and align with the brand’s voice. When you use DAM software, it creates consistency across all messaging, visual representation, and other means of brand adherence. Moreover, it allows functional areas and business units to reuse creative files and other assets for conveying the same voice to the market. DAM solutions protect brand identity, irrespective of the teams that share the digital data. By maintaining consistency, it simplifies brand management and the delivery of a positive customer experience.

Better compliance

You cannot deny that it is essential to comply with licenses, legal documentation, archives, and other assets that are important for meeting industry-driven regulatory compliance requirements. This applies to industries of all domains and sizes. With improved compliance, you can easily organize and rapidly retrieve digital materials, which saves you time and resources. DAM also makes sure that your sales and marketing teams utilize only digital assets they have usage rights on.

Increased Content Value

Incorporating a digital management solution allows you to streamline your content strategy, delivering high value throughout the asset lifecycle. With this system, you can swiftly find, organize, or repurpose the existing content. Your sales and marketing teams can easily share digital files, which increases brand reach.

Boosts productivity

Since DAM seamlessly aligns the marketing teams, strategy, and digital assets. It allows you to invest more time towards asset creation, thereby increasing productivity. With better performance efficiency, customer engagement is also likely to improve.

Steps involved in the application of DAM Software

When using digital asset management software, these steps will enable successful implementation:

1. Creating the asset

The first step of the DAM process involves creating and preparing different multimedia files using standardized templates and formats. Standardization helps to easily capture, recognize, and sort out documents for simplifying search and data retrieval.

2. Encoding and indexing

The next step is to work on the metadata— descriptive information added to the assets for context. It is an essential ingredient of the DAM process, helping with indexing—the process of systematically cataloging and organizing digital assets that makes asset search easier.

3. Implementing workflows

In the third step of using the DAM system, you integrate digital assets into relevant workflows, projects, or processes. You can link them to specific tasks, projects, or campaigns. By this stage, you have already assigned metadata and completed the indexing. Now, you can apply task and process automation to streamline DAM.

4. Version control

B2B businesses are dynamic, where the data is in a state of flux. Given such circumstances, companies may experience a regular inflow and outflow of resources and restructuring. Version control helps to update the data that is continuously changing. With this feature, you can ensure that the digital assets you utilize are up-to-date. It allows you to keep tabs on the changes, revisions, and data updates. This applies to the multiple versions or iterations of a digital asset.

5. Governance through permissions

In this step of the DAM process, focus on establishing policies, procedures, and guidelines. With each of these deliverables, you can govern the creation, use, management, and lifecycle of digital assets. This will allow you to authorize personnel and conserve resources from unauthorized use, corruption, or loss.

The Key Functions of DAM Software

When you integrate a digital asset management solution, it helps you organize, store, and retrieve different digital files seamlessly. From creating and redistributing assets to archiving, reusing, and retiring, these solutions go through a lifecycle of digital assets. Let’s take a closer look at these:

Create Digital Assets:

Some DAM tools may come with built-in image and video editing features that fast-track the asset creation process.

Edit & Review:

A digital asset management solution makes it easy to collaborate with built-in tools for commenting, annotation, and version control. This function allows multiple users to share feedback and suggestions on the same asset.

Integrations:

DAM offers users the flexibility to integrate with other tools like content management systems and project management platforms.

Distribution:

Integration of DAM allows you to effectively manage the distribution of finalized assets along with other tools like content management systems or social media platforms.

Tracking and archiving:

After a project is completed, DAM solutions ensure that your assets are organized as per the categories, such as date, metadata tags, or file type.

Safe storage:

These solutions can safeguard digital assets from unauthorized access or modification. You can achieve this by setting user permissions and roles and implementing encryption for an extra layer of protection.

Data search and retrieval:

When the files are archived, you can access tools for organizing, indexing, and searching digital assets. Some of these include AI-powered search functionality.

DAM: Use Cases

Businesses across various domains utilize digital assets for the benefits they offer. Let’s take a look at some of the use cases of this software in the tech domain:

Your management department can use digital asset management for delivering systematic records and streamlining operations such as talent acquisitions and payroll receipts.
Your sales and marketing teams can utilize this software for better brand management.
When the access control depends on the business unit, functional department, or designation, DAM allows you to control access to digital data.

Integrating DAM into your business

You can seamlessly integrate DAM systems into your project management software, image editing software, productivity tools, distribution platforms, and other tools. Since all data assets are now digital, you can almost instantly access the files. Moreover, the production of new marketing materials can be accelerated due to its easy integration. Sales and marketing teams can quickly access approved content and utilize it for social media channels or marketing campaigns.

Summing up

With the world going digital, data and assets such as media files, images, and documents are also being stored online. Digital assets eliminate the hassle of disorganized or incorrect information. If you want to deliver brand consistency while maintaining high productivity, digital assets are your go-to solution. An effective digital asset management software comprises features that enable management of access control to digital data. Having up-to-date assets is simplified with DAM, which allows sales and marketing teams to instantly access and share information directly from the platform. Incorporate DAM throughout the buyer’s journey and experience seamless data management.

BlogsJuly 18, 2024June 4, 2025

Sales Pipeline Analysis

Shortening the sales cycle is among the top priorities for sales teams. How can analyzing your sales pipeline help you reach the conversion stage faster?

Performing a sales pipeline analysis is beneficial if you want to increase sales. It works even if you are satisfied with your current sales performance. But what exactly is a sales pipeline analysis, and what is its importance?

Analyzing the sales pipeline involves examining leads to understand their status and progress. In this blog, we explain the importance of conducting a sales pipeline analysis and list six top sales pipeline metrics to monitor.

What is sales pipeline analysis?

Sales pipeline analysis helps you examine your sales pipeline to understand what is happening with your leads and why.

What does sales pipeline analysis tell you?

Analyzing the sales pipeline provides crucial insights into your potential customers. What prompts the leads who convert to do so? What causes those who do not stay? Out of the two options, which one occurs more frequently?

How you choose to carry out your analysis is totally in your hands, but it is often beneficial to examine different key performance indicators (KPIs) to understand the impact of your efforts.

Why conduct a sales pipeline analysis?

Conducting a sales analysis is important because it lets you understand how to enhance your sales strategy. It demonstrates your strengths, enabling you to replicate those accomplishments in the future. Similarly, it also reveals the areas of weakness in your sales, such as where leads are being lost.

Utilizing data from sales pipeline metrics to adjust the entire sales process can lead to consistent growth in sales numbers, resulting in a progressively higher ROI.

Six sales pipeline metrics to track and analyze

We have previously highlighted the importance of monitoring various pipeline KPIs to effectively conduct a sales analysis, but which specific KPIs should be tracked?

Here are six key performance indicators to examine in the sales pipeline.

Rate of conversion at each stage

Your conversion rate indicates the percentage of leads that turn into conversions. Naturally, the term “convert” has various interpretations. At the beginning of the sales process, it could just involve subscribing to your newsletter. However, ultimately, it translates to the lead buying something.

It means you need to analyze your conversion rate individually for every step in the process. Monitoring the conversion rate lets you pinpoint where you are losing the majority of leads. Having a high conversion rate at the end of the funnel but a low one at the start implies that your top-of-funnel sales process requires improvement.

Duration of sales cycle

The length of your sales cycle reflects the average duration of a sales cycle or the time it takes for the average customer to move from the start to the finish of the pipeline.

The more time spent in the pipeline, the higher the likelihood of dropping out before making a sale. Furthermore, the more time it takes for potential customers to move along the sales process, the slower your income will come in.

Speed of sales pipeline

The velocity of sales pipeline progress is linked to the length of the sales cycle. Instead of tracking lead retention in the pipeline, it focuses on the speed of revenue generation within it.

To figure it out, simply multiply the total deals in the pipeline by the average deal size, then divide by the average duration of the sales cycle.

This metric is advantageous for the same purpose as the length of the sales cycle – it shows the speed and effectiveness of your sales pipeline in generating revenue for you.

Customer acquisition cost (CAC)

CAC is an average cost measurement to earn a new customer. To determine your CAC metric, add up all your marketing and sales expenses over a specific time frame and divide by the total number of new customers acquired in that period.

It provides an idea of your expenses related to your sales pipeline. If your Customer Acquisition Cost is excessively high, you are spending way too much, or your sales strategies are yielding very unsatisfactory outcomes. In any case, you should focus on adjusting the ratio to benefit you.

Churn rate

Another vital factor to pay attention to is the customer retention rate. The churn rate is essentially a metric that indicates the portion of your potential and existing customers you no longer have within a specified time frame. To find it, divide the customers lost by the initial number of customers for that period, then multiply by 100.

It’s probably needless to mention that the higher your churn rate, the more negative impact it has on your situation. A high churn rate indicates that something in the later stages of your process is causing people initially interested to leave, so your task is to determine the cause.

Net promoter score (NPS)

NPS is a measure of customer satisfaction. It just evaluates the level of satisfaction your customers have towards your company. Survey your customers to determine your NPS by asking how probable they are to endorse your business, rating on a scale from 1 to 10.

A high NPS signifies satisfaction among customers for your company, while a low NPS suggests significant potential for enhancement. If your Net Promoter Score is not meeting your expectations, ensure to also inquire with your customers about how they believe you can enhance it. Next, apply those enhancements to boost your NPS score.

Wrapping it up

Understanding and efficiently controlling your sales pipeline will result in notable enhancements in your results – this is something we can all agree upon now. The sales team gains from the sales pipeline and aids in overall team achievements as long as the entire organization is in sync with revenue objectives. Businesses that achieve sales targets understand the importance of effectively managing the sales pipeline to track a prospect’s progress through each stage of the sales process, enabling them to nurture leads and increase conversions.

BlogsJuly 18, 2024June 6, 2025

How to Use Data Analytics to Improve Customer Experience

A good CX can bring you closer to your brand advocates. How can data analytics help you deliver a seamless experience?

Customer experience is what connects your brand to your customers. It is a bridge between brands and their brand advocates that can be defined as the way a consumer perceives your brand. Every interaction your customer has with your brand has the potential to either weaken or strengthen the bond and having an optimized website or a good SDR is just the starting point for providing a positive customer experience.

Good CX involves building relationships by understanding what people want, need, and value. The complete experience includes pre-purchase associations with the brand (via marketing or awareness), the process of researching and making the purchase (either in-store or online), and post-purchase interactions (regarding service, repairs, extras, and more). The goal is to build meaningful connections between the brand and the customer.

Now that we know how customer experience affects our brand, let us understand how data analytics can help us optimize it.

What is data analytics for customer experience?

Analyzing data from customer interactions can give you a lot of valuable insights. You can get a clear idea of customer satisfaction, loyalty, and other metrics that reflect how your customers interact with your product.

You can also utilize data analytics to improve customer experience and overall improve customer satisfaction — thus increasing customer retention in the long term.

Importance of using data analytics for customer experience

Customer experience analytics is obligatory for companies that want to prioritize their customers. It lets companies understand their customers’ journeys, helping them to personalize experiences to meet individual tastes. By interpreting customer behavior, businesses can target their offerings better.

Also, customer experience analytics helps specify pain points in the customer journey. It motivates businesses to proactively resolve issues, resulting in higher customer satisfaction and less customer churn. Predictive analytics also plays a role in strategic planning by foretelling future customer behavior.

Customer experience analytics is a vital factor in driving customer loyalty, growing conversion rates, and enabling business growth.

Steps for analyzing customer data with customer experience analytics

Here’s the 5-step technique you can follow to get the best results of your customer experience analytics:

Decide your goal
Compile customer data
Visualize collected data
Select an analytics process
Employ the insights

Let’s take a closer look at each of these measures below!

Decide your goal

Before you even begin to collect data or look at customer experience analytics, you must first extrapolate what you’re trying to identify. You must set SMART goals to ensure that you understand the data points that reflect customer needs and business goals.

Collect customer data

When analyzing customer experience data, you will typically consider two main types of feedback: direct and indirect.

Direct customer feedback

Direct customer feedback consists of metrics like:

Net Promoter Score (NPS)
Customer Satisfaction Score (CSAT)
Customer Effort Score (CES)
Voice of the Customer (VoC)

These are the CX analytics that most product marketers think about as they offer a direct understandings of customer behavior. Direct customer feedback could also comprise responses you receive on social media or comments from feedback surveys.

Indirect customer feedback – Rather than monitoring behavior, indirect customer feedback is influenced by customer behavior. This includes metrics like:

Average Handle Time (AHT)
Customer Lifetime Value (LTV)
Average spend
Customer churn rate
Customer renewal rate

Whenever you calculate the LTV, you get an indirect look at how delighted customers are with your product (since they wouldn’t continue paying for a flawed solution, much less upgrade their subscription).
Other ways to accumulate indirect customer feedback include social listening, customer review monitoring, and analyzing voice chat transcripts.

These data points may not be as direct as NPS or CSAT scores, but they’ll help you drill down on the business outcomes that result from the customer experience.

Visualize collected data with different dashboards.

Once you have gathered data on customer satisfaction scores, lifetime value, and churn rates, then it is time to visualize everything using different dashboards.

Choose an analytics method and analyze customer data.

There are various data analytics solutions and procedures that you can use to filter through your customer analytics insights. Each process has pros and cons, so you must be acquainted with the options available to you.
A few different analytics processes to consider include:

Descriptive analytics

Descriptive analytics uses real-time and historical data to spot trends and the relationships between certain metrics.

Diagnostic analytics

Diagnostic analytics uses data to understand why certain events occurred, whether a rise in churn rates, a reduction in lifetime value, or other shifts in the makeup of your SaaS business.

Predictive analytics

Predictive analytics uses models and algorithms to forecast future performance or the probability of certain outcomes.

Prescriptive analytics

Prescriptive analytics uses data to figure out what the best course of action is and make decisions based on multiple factors.

Which one you go with will ultimately depend on the data you collect, which insights you expect to gather, and the business outcomes you are trying to achieve. For instance, predictive analytics is often adequate for businesses attempting to decrease risk or lower costs.

Use the insights to improve customer experience.

Finally, it is time to use your conclusions to improve the customer experience. Remember, collecting and analyzing data is only beneficial if you utilize those insights to make everlasting, favorable changes to your product.

Collecting customer journey analytics but never making changes to the onboarding process or customer engagement strategy would be a total waste of time. As such, you should proactively fix negative patterns you recognize and double down on the features that get new customers in the door.

Conclusion

CX is quintessential to sustaining customers, and various industries are placing importance on data analytics to better comprehend customer behavior, preferences, and needs. You can use this information to create better products and services. Data analytics can help you improve the customer experience by reducing friction, personalizing the journey, and adapting your marketing based on the needs of your users. So, if you thought data analytics was required only for those marketing campaigns, it is time to rethink your strategies!

BlogsJuly 12, 2024June 5, 2025

15 Best Customer Analytics Platforms in 2025

Understanding clients and their buyer’s journey is a total game-changer for your business. How can you select the best tools to provide reliable insights?

The sales and marketing teams of every B2B brand invest so much time and effort in building the target customer base. It can be exhausting to find the right combination of platforms to gather client data. A range of customer analytics platforms to evaluate the information will direct insights from users and interpret their responses. As you browse through these, you probably realize it can be challenging to find reliable information.

We’ve curated a list of the ten best customer analytics software options to help you understand your buyers more deeply. You’ll learn how these tools work, how to combine them, and how they can help you make informed business decisions and achieve your goals. Learning how these platforms function and how to implement them for good decision-making can bring you closer to your goals.

Let’s dive in!

What are customer analytics tools?

Simply put, customer analytics are metrics that enable you to gather valuable data about your target audience, evaluate them, and visualize them as graphs, charts, etc. With these platforms, you can collect and analyze customer data, thereby gaining insights into their behavior, preferences, and motivations. They help you look into customer segmentation, sentiment analysis, and personalized marketing. You can accomplish this using various features, including issue analytics, lifecycle optimization, real-time Support Vector Classification (SVC), and AI-powered health scoring. Your customer service teams can utilize customer analytics tools to employ advanced data techniques for informed decision-making to drive business growth.

Top 10 Customer Analytics Tools

For businesses, customer data is a precious resource. Keeping up with the trending tools will save hours spent on downloading information and looking closely at every customer interaction. It’s quite cumbersome!

We’ve curated a list of the best platforms to help you through the journey of customer analysis. When you are familiar with each of these and their key features, you can select the right tool for your brand.

1. Google Analytics

(Source: Google Analytics)

One of the most popular analytics platforms, offering you extensive website assessment capabilities. The best part is— it’s free! Since it requires no cost, it is popular among businesses worldwide. With Google Analytics, you can track customer behavior from their actions, such as clicks or site visits. The reports created in this platform will enable you to understand your customers and their needs with marketing results.

Let us take a look at other striking features of this customer analytics tool-

Traffic analysis– enables you to get a complete overview of the audience journeys. You can also optimize channels like social media or websites having high traffic.

Segmentation- this feature categorizes customers and website visitors into segments, making it easier for you to understand the engagement.

2. Zendesk

(Source: Zendesk)

Sorting through data can be overwhelming; Zendesk simplifies things for you. The charts and spreadsheets can be analyzed in a matter of minutes. You no longer need to fret about handling massive volumes of data to filter what you need. Zendesk allows you to blend data from multiple sources, such as email, chat, or social media, into a single dashboard that can be analyzed and compared seamlessly. It is the best tool for optimizing customer service. With Zendesk, you no longer struggle with reporting due to its capability to fine-tune and deliver customer insights accurately.

There are Zendex integrations- applications that can be connected to the Zendex platform for elaborating its functionality, automation, and enhancing efficiency. The integrations can be one or two ways. In a 1-way Zendesk integration, data can be synced from an external product to the tool or vice-versa, but not both ways. If you want to swap data both ways, you will require a 2-way integration.

3. Sprout Social

(Source: Sprout Social)

This customer analytics tool is ideal when you want to evaluate engagement on social media channels. It can manage large volumes of responses. The additional features such as automating urgent concerns and alerts for high activity, make it a good go-to platform for managing social media responses. Like other metrics, this also offers performance tracking, with the added feature of distinguishing between paid and organic reach. This platform simplifies the process of going through data swiftly, giving an idea to choose the best time to upload posts.

Thus, with Sprout Social, you can amplify your marketing efforts seamlessly.

4. Kissmetrics

(Source: Kissmetrics)

To increase brand visibility, your sales and marketing teams are probably going to great lengths. Launching events may be one of them. This cloud-based customer engagement solution is a must-have if you want to analyze event performance. Some features of a Kissmetrics platform include in-depth and accurate sales funnel reports outlining the buyer’s journey throughout the sales cycle.

Knowledge of these helps to discover the gap areas to enhance engagement and consumer experience. A key characteristic of Kissmetrics is to segment users as per variables like demographics or actions. This information can be collated from a specific segment to create a comprehensive analysis report. So, you have all the valuable data to help you understand your audience, and build a better relationship and brand credibility.

5. UXCam

(Source: UXCam)

It’s a product analytics software that gives optimized insights on mobile devices. Some features of UXCam that stand out include retention analytics, issue analytics, and dashboards. Let’s walk through each of these:

Retention analytics– UXCam can sort through customer databases to help you understand the key actions that lead to retention.

Crash analytics– You receive alerts as and when crashes happen without wasting time.

Dashboards– present a report that gives an overview of performance engagement and scope for improvement.

6. Mixpanel

(Source: Mixpanel)

What makes Mixpanel different is its in-app product engagement analytics for web-based and mobile applications

Key features:

Engagement analysis– overview of customer engagement with a comprehensive report

Impact analysis– Whether it’s a new release or updates with a large dataset, measuring the impacts helps you understand customer response.

Reporting– What’s best about the Mixpanel tool is it lets you mix different metrics on the dashboard and visualize the data as reports.

7. Treasure Data

(Source: Treasure Data)

If you are struggling with a complex data-related issue, then Treasure Data must be your go-to analytics. It is integrated with the customer data platform, making it reliable for predicting critical insights based on customer feedback. A striking feature is its real-time Support Vector Classification (SVC) dashboard. This provides a quick insight into customer profiles, segmentation, behavioral patterns, and other metrics.

8. Tableau

(Source: Tableau)

Its specialty lies in visualizing data and integrating AI. With Tableau, you can access real-time visual analytics, promoting actionable insights. The best part is— There is no coding required. The built-in AI and ML take customer analytics tools a notch higher. You can generate AI-driven reports to support informed decision-making for business growth. What’s more— you can create dashboards using its library of pre-built dashboards. Once created, these can be shared through cloud networks, promoting the exchange of industry-specific dashboards.

9. Hotjar

(Source: Hotjar)

There are two striking features of Hotjar analytics: heatmaps and session recordings. With heatmaps, you can extract qualitative data on user behaviors. It lets you observe the elements of your brand that the users like the most. The scroll maps feature integrated with this feature allows you to assess the scroll patterns of customers. Once you know this valuable information, you can effectively design marketing campaigns.

With the session recordings, you can dive into user actions and not just that. You can also connect them with impactful actions that provide qualitative data.

Apart from these, the Hotjar analytics also comes with a funnel feature that collects data on every interaction with your brand. This includes all interactions throughout the sales cycle. When you get these insights, you can depict how many users converted into paying accounts and how many didn’t follow through. Such valuable data can help build on the gaps and grow customer engagement.

10. Gainsight

(Source: Gainsight)

The features of this customer analytics platform remain robust due to three pillars: Customer Success (CS), Product Experience (PX), and Digital Hub (DH). CS provides customer feedback analysis, and when clubbed with NLP (natural language processing), you can get an idea of actionable insights. The striking trait of Gainsight is the AI-powered playbooks curated to customer challenges. The AI integration can detect possibilities and recommend the right action plan. It also has a health scoring component that predicts customer expansion and renewals. The added advantage allows brands to focus on accounts with a higher score and improve their experience.

11. Salesforce

(Source: Salesforce)

This customer relationship management software will be an asset for your sales teams. The CRM analytics of Salesforce are compatible with different devices. You can utilize its AI integration that comes with augmented analytics, thus promoting automated workflows. The built-in actions menu is the highlighting feature, enabling decision-making without leaving the portal. You can conveniently schedule meetings, update campaigns, and so on.

12. CleverTap

(Source: Clevertap)

Understanding customer data is possible with a wide range of metrics. But what about getting an idea about their buying pattern? That’s where CleverTap comes into the picture. It sends billions of notifications in one day, offering you trend and pattern recognition features. It also has a lifecycle optimization feature that smoothens your interactions with customers throughout the buyer’s journey.

13. CRM Creatio

(Source: CRM Creatio)

If you are looking for an innovative customer relationship platform, this is the perfect choice. With CRM Creatio, you can streamline and enhance various responsibilities effortlessly.

And the best part is— it is applicable to companies of all sizes and domains. Its key features are data visualization and workflow optimization, made simple with a process modeling tool. A CRM Creatio offers multi-channel marketing, improving performance engagement.

14. Amplitude

(Source: Amplitude)

Coming to Amplitude—specializing in analytics for buyers’ journeys and the customers who convert into leads. This platform enables brands to evaluate user actions, thus supporting data-driven decisions.

Any action that customers take related to your offering is termed an event. And for most businesses, events are the main objective of using Amplitude. It helps you get a complete overview of user engagement clicks, likes, follows, etc. This analytics offers five default events to which you can add events and analyze customer response. The standout of this customer analytics tool is event segmentation, a feature that promotes analysis of events and gives an idea of what the audience prefers. You can run simple to complex analyses and view reports in an easy-to-interpret manner. The thing to note here is that dashboards are restricted to Amplitude users.

15. InMoment

(Source: InMoment)

It’s an AI-driven platform to enhance customer experience that is best fitted for analyzing feedback.

Here’s a brief overview of this customer experience analytics tool:

Conversational intelligence– gathers data from different information sources and creates a report to give an overview of customer experiences.

Engagement engine– incorporates AI to engage in personalized communication with customers, promoting a more valuable response.

Rounding off

Customer analytics tools provide valuable insights about your target audience. It’s like the pinnacle of customer retention and a flourishing sales funnel. The expertise of these tools helps brands dive into user engagement and provide valuable feedback. When you incorporate the right analytics, it becomes easier to segment customers based on criteria such as demographic, location, device, etc. Overall, the standout feature of customer assessment is path analysis, which allows you to visualize the actions taken by the customers while engaging with your offerings.

When you acquire data on customer insights, it also helps to optimize the buyer’s journey. If you can track the user behavior through each phase of the sales cycle, it enables you to address any gaps in the sales funnel. Similarly, monitoring the retention rates is a valuable insight for your business for estimating brand growth and reach. If you can promptly respond to changing customer behavior patterns, it would give you a cutting edge in the competitive market. The list of these customer analytics platforms will help you accomplish this goal swiftly.

BlogsJuly 12, 2024February 14, 2025

Top 10 Marketing Automation Tools

B2B companies are swiftly adopting marketing automation for its array of benefits. But how do you decide which tool is ideal for your brand?

Automation is no longer a buzzword. It is ruling the marketing domain, simplifying everything from social media ads to email campaigns, scheduling, and publishing content. Marketing automation software finds its application in every business component, streamlining processes and operations.

These platforms automate repetitive tasks in a marketing plan, from lead generation to email marketing. Some of the tasks that marketers can automate using this software include email responses, delivery of personalized messages, social media posting, SEO keyword research, CRM updates, lead qualification/scoring, and contact management.

There are countless automation tools to level up your marketing strategy. The compatibility of the software with your business will depend on several factors, such as business goals, features you are seeking, and available resources. To help you make the right decision, we have compiled a list of marketing automation tools to enhance your campaigns.

Key Benefits

Let’s take a look at the advantages of integrating marketing automation tools to scale up your marketing operation.

Increase prospect funnel

Lead generation is an essential step in marketing automation, involving several steps. Automating leaves more time to focus on the overall marketing strategy and nurture leads. More prospects means more customers. With this software, you can get detailed insights into consumer behavior patterns through tracking methods like following a user’s path through site visits.

Personalizing the buyer’s journey

77% of buyers prefer tailored content targeted at every stage of their research. With marketing automation tools, you can streamline the process of creating target-specific content and schedule them for a timely launch. It also helps you to extract data from the content you generate, giving a clear picture of customer engagement. How are your social media channels performing? Is your website getting frequent visits? Marketing automation software helps get answers to such questions relevant to your content marketing strategy.

Big data for better decisions

Although big data is gaining importance, not all businesses know how to use it to their advantage. With marketing automation, you can seamlessly embrace big data, acquiring valuable information at scale. These tools are the best solution for measuring campaign performance and predicting consumer behavior. You get a comprehensive overview of prospects with much ease.

Sales & Marketing Alignment

It’s not surprising that integrating sales and marketing teams can seem like being on the edge for some businesses. But it’s an important component of successful marketing. With more and more innovations introduced, the buying cycle also transforms. This emphasizes the need for sales and marketing teams to grow closer, fostering efficient collaboration. In case these departments are not aligned, it can affect process quality and outcomes of deliverables. Marketing automation can improve the lead quality for your brand.

Criteria for selecting the best marketing automation tool

Here’s a list of criteria to help you find the best marketing automation software.

Automation capabilities

Most tools automate at least two channels: emails, ads, and social media. You can check the automation capability, ranking, and workflow.

Integration

Find out whether it helps with content management, customer relationship management, pipeline management, etc. Make sure you check if it aligns with the tasks you’d like to automate. The marketing automation software that integrates with these tools ensures smooth workflow.

Price to value

The price of these platforms ranges from free to high costs. When you research this feature, you will be able to perform a value comparison of the various options out there.

Reporting & Analytics

An efficient marketing tool must have this feature of reports and analysis. The top platforms offer reports with which you can apply metrics and visualize data for future strategy.

Marketing Automation Tools: Top 10 picks

Let’s walk through the best tools for scaling up your marketing operation.

ActiveCampaign

With this platform, you can integrate working automation into real human processes. It is based on the concept of adding features, such as notification emails, empowering marketing and sales teams, and not replacing them. ActiveCampaign collates email marketing, automation, sales automation, and CRM tools in a single channel. This comprehensive platform is ideal for managing customer relationships and driving brand growth.

Sender

It’s an affordable tool specific for helping with email and SMS marketing automation. This software is your perfect go-to for expanding your business without exceeding your budget. Sender provides a series of features, such as intelligent automation, segmented lists, and a pop-up builder. With this, you can grow your subscriber lists, increase customer engagement, and accelerate the ROI cycle.

Omnisend

The functionality of this channel distinguishes it from the other platforms. When you choose Omnisend, you can easily add multiple channels, such as emails, push notifications, and social media, to the same automation software. You can launch an immersive experience for your customers, by delivering messages automatically through their preferred channels.

Marketo

This platform works for any channel and engagement. It is compatible with several operational tasks, from digital advertising to social media management. The flexibility Marketo offers makes it a perfect choice for large-scale marketing operations.

HubSpot

A popular marketing automation tool, its focus on inbound marketing makes it stand out among other platforms. It offers the additional benefits of CRM, Sales, and Service Hubs, allowing teams to work in synergy across different departments. With Hubspot, you can showcase your brand expertise on different channels. It enables you to launch campaigns designed to succeed by streamlining the marketing activities. You can access several benefits, from leveraging the power of workflows, chatbots, and email triggers to increasing audience reach. Hubspot offers data-driven insights that promote the optimization of your overall marketing plan.

Pardot

It is a perfect choice if you are looking to manage account-based marketing. A collaboration of Pardot with Salesforce allows to foster sales and marketing alignment. This is a robust tool to help brands get more high-value leads, accelerate the sales pipeline, and get an insight into the overall marketing performance. It simplifies market segmentation and categorizes customers into groups. You can find a variety of templates for emails, landing pages, and forms on this platform.

Customer.io

This marketing automation software works well with various channels. When you select this, you can customize messages along with automation. It helps brands adhere to customer-centricity while automating operations. You can automate multiple channels, from email to SMS, push notifications, and apps. One of the features that stand out is its A/B testing capabilities, allowing you to test up to 8 variations of a newsletter. The detailed analysis gives you an idea about what’s working and what isn’t. A highlighting feature of this platform is its prompt customer support. With Customer.io, you can take email marketing to the next level, knowing that the right content is delivered at the right time.

Orrto

The features that make Orrto worth choosing are its extensive user activity tracking and reporting. It is among the premium automation solutions, automating SMS and email campaigns while being user-friendly. The bright interface also adds to its appeal, and its workflow builder comes with a revision history. If you make an error, you can easily restore the previous version. Additionally, Orrto also offers an effective reporting/analytics feature. You can track the behavior of nearly every user by keeping tabs on email open rates, reactions, and subscriptions.

Brevo

Bravo’s marketing automation workflow dashboard

The best part about this marketing automation tool is it is free! With this, you can automate more than four channels. And it offers more than a marketing workflow— Brevo is also a CRM and meeting scheduling platform. This all-in-one tool benefits users by offering a toolkit to enhance customer relationship management. Bravo’s AI integration makes it easy for you to craft impactful email subject lines and manage email marketing.

Mailchimp

The marketing tool has expanded from an email marketing tool to a well-established automation solution. You can go for this to deliver robust and user-friendly email automation. It is integrated with several features to promote the prospects funnel and customer retention. This is the ideal fit for your business if you have established customer reach and have a lead-nurturing strategy in place. Its customizable templates are a highlighting feature. Mailchimp is integrated with audience segmentation and A/B testing, helping brands launch target-specific campaigns aligning with customer pain points.

Wrapping it up

Businesses have to deal with various processes, each requiring precision and being time-bound. However, companies often struggle with managing these routine tasks. Marketing automation is your go-to solution for streamlining workflow operations. The selection of the best tools is crucial for effectively launching marketing strategies and enhancing customer experience. You can leverage the features of these platforms to propel a well-designed marketing plan. Identifying the distinct requirements of your brand will help you select the relevant marketing automation software. With the right tools, you can transform data-driven insights into impeccable execution on a large scale.

BlogsJuly 3, 2024March 7, 2025

Top 8 Marketing Automation Trends in 2025

Marketing automation reshapes customer engagement by streamlining your efforts. How can the 2025 trends help you stay ahead of the curve and empower your brand?

Marketing automation uses software and advanced technology that enable brands to automate daily repetitive tasks. These include email campaigns, social media management, and more, leaving time to focus on strategy and planning. As a result, certain aspects of businesses are resembling systems running on autopilot, more simplified and effective.

The recent years have witnessed the marketing automation market expand and grow to over USD 9.5 billion by 2027. It has completely transformed how businesses increase customer engagement. In 2025, the marketing automation landscape has evolved, streamlining workflows and offering innovative approaches.

We have compiled a list of the eight best trends for you to choose from.

Top Marketing Automation Trends for 2025

The whirlwind of digitization has witnessed different innovations to revolutionize B2B companies. And marketing automation is no exception. Let’s look at the trending techs in this arena.

AI-Driven Personalization

AI integration for delivering personalized communication is a topmost trend in 2025. When you integrate artificial intelligence, you adopt its ability to process vast amounts of data for tailoring marketing strategies. This transition is also applicable to email marketing. AI-driven personalization curates content based on real-time interactions. If customers receive messages resonating with their pain points and interests, it increases the likelihood of enhanced performance engagement.

Predictive Analytics

When you analyze historical data and trends using predictive analytics, you can anticipate future customer needs, facilitating you to tailor the marketing plans. This can increase the conversion rates and offer better customer satisfaction. Coupled with AI, predictive analysis gives a forecast of future consumer behavior. You can curate solutions based on the past data of customers, thus delivering a targeted campaign.

Omnichannel Integration

This year has seen marketing automation span across multiple touchpoints through omnichannel campaigns. You can have a seamless and consistent experience for customers across different channels. Omnichannel campaigns allow you to implement strategies that improve brand visibility. Marketing on multiple platforms remains a crucial marketing automation trend of 2025. With automation tools, you can experience seamless marketing integration into different platforms, such as emails, social media channels, and the web. Omnichannel integration improves customer engagement and streamlines their journey, leading to high retention and conversion rates.

Social media marketing

Social media platforms have become a frequent channel for boosting customer interactions and understanding the buyer’s journey. Responding to customer inquiries and comments can be exhausting. And if managed manually, it may lead to delays or errors. Marketing automation software takes care of that for you. It automates repetitive tasks such as maintaining the social media account, interacting with customers, etc. Integrating social media channels with marketing automation tools helps you publish content, increase performance engagement, and track it across different platforms. Automation software lets you plan, schedule, and measure the performance of social media accounts. In this way, the technology increases productivity and ROI generation.

Chatbots & Conversational marketing

Personalized conversation with customers helps to build trust in your brand. Conversational marketing is the trend in direct marketing, demonstrating that you understand the customer’s pain points. Chatbots foster tailored conversation with the audience and the best part is— you do not have to be around. Whether it’s answering common questions, kickstarting a conversation, or resolving simple issues- chatbots are a go-to approach. Unlike human agents, AI-fuelled chatbots can manage multiple customer requests simultaneously. They also come with a language processing feature that delivers natural and conversational communication with customers.

Sales and Workflow Automation

Sales teams work relentlessly to acquire clients and fulfill targets. A range of tasks must be managed, from daily content to emailing qualified leads. This is where marketing automation works wonders. With sales and workflow automation, you can perform these tasks seamlessly, saving time from start to finish. It simplifies the mapping of customer journeys, analyzing consumer behavior and streamlining processes, which results in an improved sales cycle.

Data Privacy & Security

Data theft is real and when it comes to businesses, all information stored or exchanged is critical. Any leak can have severe impacts on the functioning and finances. That is why, data security and privacy are gaining increasing importance in 2025. And with this, marketing automation systems have prioritized stepping up data privacy. The future of marketing automation will need to address these concerns by implementing robust security measures and ensuring compliance with data protection regulations. This marketing automation trend is more about building trust with the audience and developing brand credibility.

Lead scoring and lead management.

Acquiring leads and sifting through all that data can be exhausting. While generating leads is a crucial component of a marketing plan, it is not of much help if prospects do not convert into paying accounts. Lead tracking is critical in identifying the audience interested in your products or services. The good news is—marketing automation software enables you to seamlessly track all leads and categorize them as per the domain.

When you integrate automation into CRM software, it provides valuable insights into leads generated via emails, clicks, and so on. Additionally, you can also get an overview of customer profiles. As AI and machine learning are advancing, lead scoring is evolving into a more sophisticated form. In 2025, businesses have implemented lead-scoring models based on a broad range of consumer behavior and interactions, thus improving customer engagement.

Final Thoughts

B2B brands have become more dynamic with new technologies being introduced day in and day out. When it comes to launching marketing initiatives, several components need to be looked after. Marketing automation streamlines your efforts and helps you deliver campaigns that promote better customer experience at every stage of the buyer’s journey.

Staying informed about the marketing automation trends listed here will enable you to make the most of tech-influenced tactics. In 2025, a major focus is to amp up campaign performance, improve workflow management, and increase overall productivity and performance engagement. A lot of planning and execution goes into launching a campaign in the marketing automation market. Leveraging these trends will help you deliver successful campaigns and give you a cutting-edge in the competition.