Best Marketing Automations

The 5 Best Marketing Automations to Power Your Funnel

06 December 2023

Marketers are known for juggling numerous responsibilities at once. However, the workload doesn’t have to be overwhelming. By equipping your team with the right tools, you can automate all those tedious and repetitive tasks.

According to Salesforce, in over 90 % of companies, the demand for automation is rising. So, if you haven't made marketing automation tools your best friend yet, it's about time.

We’ll be exploring the five best B2B marketing automations for powering funnels, making your digital marketing efforts not just manageable, but effective.

First up: What is marketing automation?

Marketing automation involves automating repetitive marketing tasks to enhance efficiency, consistency, and data-driven decision-making.

As much as 91% of marketers find automation helpful in achieving their goals. To be part of that 91%, keep reading. 😉

The 5 best marketing automations for B2B

1. Automated lead scoring and lead routing

Before getting into the best marketing automations for lead scoring and lead routing, we need to cover the basics.

First of all, lead scoring and lead routing are two closely related processes that can be automated to generate more leads and close more deals.

Lead scoring means systematically evaluating and ranking leads based on different criteria. The leads' behavior and characteristics usually determine the score. Companies use lead scoring to prioritize leads and focus sales efforts on prospects more likely to become customers.

Lead routing is the process of determining the destination of the lead, whether it's going straight to a sales call or if it needs more lead nurturing from SDR, for example. 

The best marketing automations for lead scoring

Automated lead scoring means leads are given scores automatically based on set criteria – and it’s high up on the list of popular automation features.

A common strategy to convert leads is by offering them valuable content, such as a white paper, in exchange for their email address. Typically, the form to obtain the white paper will also ask for the lead's company name. 

The lead scoring process begins once the form has been submitted and the lead has received the white paper.

This is where the magic happens! An automation tool can now be used to check the company name against a database, which provides additional information about the lead, such as the number of employees, revenue, and industry type.

The information sourced from the database is often more accurate than if you would have gotten it directly from the lead.

Based on this information, the lead is automatically assigned a score, determining how high the sales team should prioritize it. The requirements for each scoring category can be predetermined to match your company's ideal customer.

To make the process even smoother for the customer, you can choose to only ask for their company email address and automatically retrieve the company name from that. 

Added bonus: Say goodbye to long forms!

What's great about this automation feature is that it removes the need for those long forms. You can remove several form fields since you only need to ask for the lead's company name or company email address.

And it's well known that shorter forms = better lead generation. 

Close more deals with automated lead routing

In this approach, the automation will use the same information as in the lead-scoring process, but instead of scoring the lead, it will decide on the route it should take.

To simplify, we have broken it down into three categories.

  1. The ideal customer: If the criteria for the lead scoring determines that this lead is your ideal customer, the lead route might be to send the lead directly to a landing page to book a meeting with a salesperson.

  2. Might be a good fit: If the lead is an unsure fit, it's routed to the sales development team (SDR) for a manual check. Then, leads who SDR considers a good fit, are sent to the landing page with the option to book a sales meeting. Leads considered a less good fit are nurtured for potential future conversion.

  3. Not a good fit:  Leads who are qualified as a less good fit get sent directly to the SDR team to nurture into eventually becoming customers. Hopefully, in the future, these leads will evolve into customers.

Best marketing automation platforms for lead scoring and lead routing

Some CRM systems offer automated lead scoring and lead routing. You can use tools like Chili Piper, or Calendly.

Calendly example for marketing automations platform for lead scoring

Want to explore more B2B marketing automations? Check out this post on the 'Best Marketing Automation Tools.'

2. Tailored lead nurturing campaigns

We simply can't list the best marketing automations without including lead nurturing campaigns.

A lead nurturing campaign is automatically triggered by user actions (or inactions) and tailored to a specific target audience. It's an ongoing, long-term effort focused on relationship-building.

It differs from email campaigns, which are more short-term, focusing on immediate action and targeting a broad audience regardless of prior interaction.

In lead nurturing campaigns, content is sent to leads based on their actions, such as the pages they visit. These prospects are not fully ready to purchase but have shown interest and have the potential to become future customers.

Lead nurturing emails can be a great addition to your traditional marketing campaign, and an efficient way to nurture relationships with potential customers who may not be ready to buy just yet.

How automated lead nurturing campaigns work:

  • A lead downloads a white paper on your website.

  • Once in your system, and if the requirements are met, the lead enters a stream of lead-nurturing emails. 

  • These emails aim to guide the lead down the sales funnel, delivering valuable content with the hope of eventually resulting in a sale.

However, lead nurturing is not limited to emails, but can also come in the form of SMS, push notifications, and chatbots, to name a few.

The best marketing automation tools for lead nurturing campaigns

ActiveCampaign and Mailchimp are popular tools for creating lead-nurturing campaigns.

If you want to go further, you can use Leadfeeders integrations with these tools to track when leads from the campaign visit your website. You can see what links they click on and what pages they check out. 

Integrations in Leadfeeder

Overview of our Marketing integrations

For example: If a lead from the campaign views the pricing page, you can inform your sales team for timely follow-up. This is one way to measure the impact of your nurturing campaigns.

Unsure if the CRM you currently use integrates smoothly with your other software? Explore 'The Complete Guide to Marketing Automation Integrations.'

3. Chatbots triggered by user interactions

Chatbots have proven to be incredibly useful not only in customer support but also in B2B marketing automations. For example, they can be automated to nurture leads with personalized messages, guiding them further down the sales funnel by offering relevant content and information.

Examples of how chatbots can be automated:

  • When a visitor reads an article on your blog, the chatbot can offer advice on other content to explore, such as an e-book on a related subject.

  • If a prospect is visiting the pricing page, the chatbot can be automated to inquire if they want more pricing information, initiating a chat with someone from the sales team.

  • Chatbots can recognize frequent website visitors, adjusting their message to provide fresh content instead of repeating the same information.

  • Also, the chatbot can ask qualification questions to understand the needs and preferences of the leads, including the solution they seek, their budget, and the urgency of their needs. Based on this, it can recommend products or services that align with their requirements.

Chatbot example

Some CRMs, like Salesforce and HubSpot, also offer chatbot functionality.

4. Segmenting disengaged customers to prevent churning

Customer segmentation means categorizing your company's audience into groups based on demographics, behaviors, and characteristics. It's beneficial for sales prospecting, and you can automate it to make communication with various customer groups more efficient.

In other words; it’s a great tool for getting your customer data in order.

Best marketing automation tools for segmentation 

Automating the customer segmentation process based on disengagement is quickly done using a marketing automation tool like ActiveCampaign.

ActiveCampaign as a marketing automation tool

If you want to go further, you can create a segment group with disengaged customers and start them on automated re-engagement campaigns when they reach a specific level of disengagement. By addressing their disengagement through targeted marketing efforts, we can prevent them from leaving.

We'll review this more under 'Tailored Lead Nurturing Campaigns' below. 

How to automate customer segmentation to prevent churning 

Ensuring existing customers stay engaged is crucial since a decline in engagement often signals potential churn. With marketing automation tools, you can segment disengaged customers and launch re-engagement campaigns to prevent them from leaving.

Step 1: Categorize customers showing signs of disengagement. These signs may include decreased usage or reduced interactions with your product or service.

Step 2: Implement targeted and personalized re-engagement campaigns to win back the interest of currently disengaging customers.

5. Analyze real-time website user interaction 

An invaluable aspect of B2B marketing automation is the automated analysis of website interactions. Wouldn’t it be great if you could analyze which pages your potential customers are viewing on your website in real-time?

Fortunately, there are marketing automation tools out there, helping you do just that!

You can even set up automated notifications to alert you when a prospect views a specific page on your website. 

Sell more by automatically analyzing website interactions

When analyzing website interactions in real-time, sales teams can see exactly what pages their leads have visited and when. This information can be very valuable when preparing for a sales call. 

Sales teams can also ask to be alerted when their leads are busy viewing specific pages – for example, the pricing page – and be quick to get in touch with them and 'get them while they're hot.'

What pages a lead is viewing will say a lot about how ready they are to purchase. Tracking user interaction can help sales teams reach prospects at the perfect time in the customer journey.

Tools for automated notifications of user interaction

You can use Leadfeeder to identify website visits that otherwise would be anonymous – and see what pages companies view on your website. Leadfeeder detects what marketing campaign the leads come from, whether it’s for example social media or email marketing. With direct CRM integrations, you can create automatic notifications so a salesperson can be notified when a lead views specific pages.

Leadfeeder website visitor identification solution

Another popular tool for analyzing website behavior is Hotjar.

Unlock the power of marketing automation tools

With a striking 76 % of businesses using marketing automation tools, it's time to implement a solid automation strategy. When you adopt these top five B2B marketing automations, it will empower your business to optimize your digital marketing efforts. From personalized lead nurturing campaigns to efficient lead prioritization and engaging chatbot interactions, these strategies will help boost your customer relationships, enhance conversion rates, and keep you ahead. After all, we want to work smarter, not harder so we can concentrate on doing what we do best!

Daire Summerville
By Daire Summerville

Head of Growth at Leadfeeder. Daire is a digital growth expert with expertise in Google Analytics, Google Ads, GTM & SEO.

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