Top Examples of Marketing Automation for Small Business

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Ladies and gentlemen, gather 'round because it's time for a crash course in the exciting world of marketing automation! And what better way to learn about this cutting-edge technology than diving into real-life examples of marketing automation in action?

So, what is marketing automation exactly?

Put simply, it involves utilizing technology to automate repetitive and time-consuming marketing tasks. From lead generation to customer engagement, marketing automation simplifies these processes and helps businesses stay ahead of the competition.

Whether you're a marketing automation veteran or a novice, this article is for you.

Get ready to be inspired by the endless possibilities of marketing automation and leave with a newfound appreciation for this game-changing technology.

Let's dive in!

Marketing Automation Explained

Marketing automation uses technology and software to streamline and simplify marketing processes, tasks, and workflows.

With marketing automation software, businesses can improve efficiency and accuracy while focusing on high-level strategy and goal-setting. Automating repetitive tasks such as email marketing, lead generation, and customer segmentation frees up valuable time and resources for more strategic initiatives.

Marketing automation software typically consists of several key components:

  1. Email Marketing - Automated email campaigns are powerful for reaching customers with targeted and relevant content. Marketing automation software enables businesses to create, send, and track email campaigns.
  2. Social Media Management - Marketing automation platforms can manage social media accounts and schedule posts, making it easy for businesses to keep their social media presence active and engaging.
  3. Lead Generation - With automation software, companies can generate new leads by automating lead generation activities such as lead magnets, landing pages, and lead nurturing.
  4. Customer Segmentation - Segmenting customer databases based on demographics, behavior, and other data points allow organizations to target the correct customer at the right time. Businesses can also create personalized marketing campaigns that reach their target audience and grab their attention.
  5. Analytics and Reporting - Marketing automation software provides businesses with detailed analytics and reporting on their campaigns. This data assists companies in understanding their customer's behavior, measuring their campaigns' success, and making data-driven decisions.

With marketing automation, companies can simplify and automate crucial marketing tasks, including lead generation, social media management, email marketing, customer segmentation, analytics, and reporting.

Businesses may increase the effectiveness of their marketing efforts, reach their target audience with pertinent content, and make data-driven choices that provide better outcomes by using marketing automation tools.


Marketing automation software is a must-have for companies trying to stay competitive in today's digital environment because of its many features and capabilities.

Benefits of Marketing Automation

Benefits of Marketing Automation

Refined Marketing Process

The customer journey can easily be mapped out when utilizing marketing automation software. Concurrently, a marketing strategy allows organizations to develop processes focused on the experience of their potential prospects. It becomes easier to nurture leads and process targets by creating operations around the customer journey.

Over 40% of customers move to another business if the first company they contact doesn't respond fast enough. This information should make marketers rethink the benefits of marketing automation follow-up emails to boost customer satisfaction.

Increased Efficiency

Marketing automation software lets small business owners automate repetitive tasks, freeing time for more strategic marketing initiatives or other important company operations. For example, email marketing campaigns can be automated, reducing the time and effort required to create and send individual emails.

Below are two additional advantages of marketing automation:

  • Streamlined Workflow - Marketing automation software integrates with other tools and platforms, streamlining the marketing workflow and allowing small businesses to manage all of their marketing activities from a single platform.
  • Improved Productivity - By automating time-consuming tasks and streamlining the marketing workflow, marketing automation helps teams to be more productive, allowing them to achieve more in less time.

Marketing automation software offers a way to increase efficiency and improve marketing operations. By streamlining the workflow and automating repetitive tasks, businesses can save time and focus on more important company operations while still achieving their marketing goals.

Improved Targeting

Marketing automation technology helps target marketing efforts more effectively by using customer data to segment audiences and deliver personalized messages. The software also increases relevance because sales agents can use client information to tailor content, leading to better engagement and conversions.

The following table outlines the key benefits of improved targeting with marketing automation:



Segmented Audiences

Marketing automation segment customer databases based on demographics, behavior, and other data points. This enables teams to create targeted marketing campaigns that reach their target audience with relevant content.

Personalized Messages

By using customer data, marketing automation software enables the personalization of messages and leads to increased relevance, improved engagement, and higher conversion rates.

Increased Relevance

With marketing automation, sales agents can use customer information to customize the content, leading to higher open rates and more closed deals. Increasing relevance results in higher ROI and better return on marketing spend.

A key advantage of marketing automation for small firms is improved targeting. Businesses may reach their target audience with appropriate content by utilizing customer data and automating marketing initiatives, which increases engagement, enhances ROI, and boosts return on marketing expenditure.

Better ROI

Marketing automation can increase return on investment by allowing an organization to reach its target audience more effectively and efficiently. When implementing automated marketing, higher conversion rates, more sales, and a better return on marketing spend can be seen.

Here are several ways marketing automation helps drive better ROI:

  1. More Effective Reach - By leveraging customer data and segmentation, marketing automation enables small businesses to reach their target audience with more relevance and precision, resulting in higher engagement rates, increased conversions, and more sales.
  2. Increased Efficiency - Automating repetitive tasks such as email campaigns and social media management saves time and effort, allowing teams to concentrate their energy on other initiatives.
  3. Better Insights and Data-Driven Decisions - Marketing automation software provides detailed analytics and reporting, enabling them to measure the success of their campaigns and make data-driven decisions.

By combining these benefits, marketing automation can help small businesses achieve better returns on their marketing budget while maximizing the impact of their outreach efforts.

Generate and Nurture More Leads

According to McKinsey & Company, over 30% of sales tasks can be automated. Data from marketing and sales automation statistics show that up to 10% uplift potential is achieved when sales automation is adopted early. Activities, such as administrative duties, scheduling appointments, follow-up messages, and sales pipeline management, are handled by marketing automation software.

These tasks are tedious and time-consuming yet are crucial to nurturing leads.

Business owners understand the importance of generating leads to grow their organization. By automating sales and marketing procedures, teams can focus on developing strategies that generate and nurture quantifiable, promising leads. In other words, more prospects equal more potential sales.

Sales and Marketing Departments on the Same Page

Sales and marketing teams should work collaboratively, and rightfully so.

Most organizations need help integrating these two divisions correctly. However, since technology continues to influence and change the process involved in the buying cycle, this is required

CRM and marketing automation software make communications between these two departments more efficient and straightforward than ever. Marketing and sales automation aids in quality lead promotions and automates traditional, manual processes, such as following up on target leads and assigning prospect statuses.

Reduced Costs

Marketing automation software saves time and provides the essential resources to do more. If businesses utilize the correct marketing automation application, such as Ringy, it's similar to a single employee achieving what 20 staff members can perform manually.

Users must develop a procedure for nurturing and generating leads aligned with the marketing campaign, which are impulsive and activated based on particular benchmarks. Once automated campaigns are implemented, sales teams can send out multiple personalized emails daily using this autopilot feature.

Companies can establish automated follow-up email campaigns that allow them to attract new customers and generate repeat business, resulting in a boost in revenue while saving time.

Marketing Automation for Small Business

Marketing Automation for Small Business

Businesses can reap the benefits of marketing automation by choosing the right software for their needs.

Here are some things to consider when selecting marketing automation software:

  • Affordability: Choose a marketing automation software that fits your budget and offers the required features.
  • Ease of Use: Select a user-friendly and intuitive application that is easy to set up and manage.
  • Integration with Existing Tools: Consider marketing automation software that integrates with other programs you use, such as your CRM or email marketing platform.

Marketing automation isn't restricted to organizations with never-ending lists of clients or huge budgets. The practice can significantly impact businesses of all sizes, especially companies needing more resources and time.

Below is the fundamental processes marketing automation can assist enterprises with:

  1. Automated Email Campaigns - Businesses can create and send automated email campaigns. For example, a company could use automation to send a welcome email to new subscribers, a promotional email to customers who last made a purchase a while ago, and a follow-up email to prospects who abandoned their shopping carts.
  2. Social Media Management - Marketing automation software helps organizations manage their social media accounts more efficiently. For example, using automation to schedule and publish posts, respond to messages and comments, and track performance.
  3. Automated Reporting - Countless hours are saved when reports are automated because users can load visualized data and basic analytics through the CRM. Connecting analytics platforms like Power BI, Tableau, and Google Analytics to the CRM system helps retrieve and store this data.
  4. Tracks the Buyer's Journey - Customers form the foundation of any business. Marketing automation lets users monitor the client journey and determine the time it takes for the person to make a transaction. With KPIs (key performance indicators), sales representatives can make more informed decisions when dealing with prospects.
  5. Builds Better Relationships - New customers don't purchase from an enterprise the initial time they interact with it, which is where marketing automation can assist. Providing your target marketing with regular information about your mission or product may increase conversion rates by encouraging prospects to take action.
  6. Facilitates Follow-Up on Sales Opportunities - Follow-up emails sent to customers who browse your site, abandon their carts, or contact customer service can help close sales. Marketing automation features, like follow-up reminders, can keep your sales team focused on the most promising leads.

Marketing automation can be a game changer for small companies looking to boost productivity, increase efficiency, and improve client retention. The process assists in nurturing, sorting, and scoring leads in the sales pipeline while boosting conversions by targeting prospects with the highest buying potential.

Best Marketing Automation Software for Small Businesses

Best Marketing Automation Software for Small Businesses

Small businesses today face the challenge of staying ahead in a highly competitive market. One of the ways to do this is by implementing marketing automation software to streamline marketing processes, improve customer engagement, and boost overall efficiency.

With so many options available, choosing the right marketing automation software can be overwhelming, especially for small businesses. To make the selection process more accessible, we have compiled a list of the best marketing automation software solutions for small businesses.




This software is a user-friendly marketing automation platform designed for small and large businesses. It offers a range of features, including email marketing, lead generation, and customer segmentation. Ringy is affordable, easy to use, and integrates with other tools, proving its versatility.

Ringy offers the following features:

  • Email Marketing - Ringy provides various email marketing tools, including email templates, automated campaigns, and real-time analytics. These tools allow you to target your audience more effectively, increase engagement, and improve conversion rates.
  • Lead Generation - The platform's tools can capture leads from multiple sources, including websites, social media, and email. Ringy's lead scoring and nurturing capabilities prioritize leads and convert them more effectively.
  • Customer Segmentation - Segment their customers based on specific criteria, such as purchase history, location, and interests. Personalize marketing efforts, increasing engagement and conversion rates with segmented customer data.

Ringy's affordability, ease of use, and seamless integration with other tools make it an attractive option for small businesses looking to streamline their marketing efforts and improve efficiency.




This example of marketing automation technology helps users with email campaigns and includes a unique visual dashboard. Not only that, but AgileCRM lets you create personalized campaigns, autoresponders, and web pop-ups to utilize on social media, mobile, and web channels.

With tracking capabilities, AgileCRM can assist in lead scoring, monitoring email opens, web browsing activity, link clicks, custom tags, and more.

Designed for small to mid-sized businesses, the software is a centralized hub for all customer relationship management requirements. It has multiple integrations, making it easy to amalgamate with an organization's existing tech stack.

The table below highlights the pros and cons of AgileCRM:

Pros of AgileCRM

Cons of AgileCRM

Seamless integrations with apps like Facebook and Skype

Lacking in the customer service department

Quick and easy contact importing

Some automation features are arduous to comprehend

Employee efficiency can be improved with the gamification option

Minimal tutorials on advanced features

Helpful basic automation features

Dashboard customization required improvement

AgileCRM is free for up to 10 users, and it has a great starter package that adds some excellent marketing features and is very affordable. If you are looking for an intuitive, powerful application that can manage marketing automation activities, AgileCRM may be the solution for you.




Companies looking to get into customer relationship management may consider this example of marketing automation software. The application combines a user-friendly interface and reasonable prices for small to medium-sized organizations.

Freshsales CRM offers a load of third-party integrations and features that can help you hit the ground running.

The table below highlights the advantages of disadvantages of Freshsale CRM:

Advantages of Freshsales

Disadvantages of Freshsales

Extended functionality with various integrations

Free plan doesn't have reporting features

Extensive personalization options

It may be time-consuming determining which plan suits your organization

CRM processes are simplified or small businesses


Proactive AI assistant


Freshsales is a solid choice for a simple, lightweight CRM system. Sales teams will appreciate the tedium avoided and time saved with Freshsales's slight learning curve and innovative dashboard.

HubSpot Marketing

HubSpot Marketing


With plans starting from $40 per month, this example of marketing automation is an excellent tool for small businesses. The software has a standalone marketing automation service that is very popular and highly reviewed.

Using HubSpot's visualization board, users can create custom DRIP campaigns based on specific criteria. Tasks beyond email marketing can be automated with the software, freeing employees' time to concentrate on more critical activities.

Lead scoring, lead-to-sales rotation, utilizing workflows to set up webhooks and triggering international notifications when contacts take necessary actions are autonomously maintained with HubSpot CRM.

The software can be arduous for a novice in CRM, but the platform offers exclusive education to aid in understanding the backend.

Here are some advantages and disadvantages to consider before investing in HubSpot CRM:

Pros of HubSpot CRM

Cons of HubSpot CRM

Intuitive user interface with a ton of educational material online

Premium plans can be pricing

Competitive free plan

No telephone support with free plan

Over 250 third-party app integrations


While the free plan's customer support is limited, the HubSpot dashboard contains a chatbot feature that is quick and intuitive. Users looking for additional information should search the Hubspot knowledge base and Community forum to gain insights into developing their CRM skills.


What Is Marketing Automation?

Marketing automation is a technology-driven approach to automate repetitive marketing tasks while helping businesses grow their audience, engage with customers, and analyze results.

What Are the Benefits of Marketing Automation for Small Businesses?

The benefits of marketing automation for small businesses include increased productivity, improved customer engagement, better insights and analytics, and increased sales.

What Are Some Examples of Marketing Automation for Small Businesses?

Examples of marketing automation for small businesses include email marketing, social media automation, lead generation automation, customer retention automation, and cross-selling automation.

Examples of Marketing Automation - Conclusion

Examples of Marketing Automation - Conclusion

Marketing automation software is a valuable tool for companies looking to improve their marketing results and increase their bottom line. With its ability to automate repetitive marketing tasks, small businesses can focus on high-value activities, such as generating leads and closing sales.

If you are a small business looking for the best solution for your needs, consider the examples of marketing automation discussed in this article, such as Ringy, while doing thorough research to find the right solution.

Request a demo to start discovering the benefits of marketing automation with Ringy today and take your business to the next level.