2017 MARKETING AUTOMATION COMPARISON REPORT. courtesy of R2i research

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1 2017 MARKETING AUTOMATION COMPARISON REPORT courtesy of R2i research

2 REVIEW TOP MARKETING AUTOMATION SYSTEMS The landscape of marketing automation providers is becoming more competitive and consolidated as enterprise marketing cloud solutions acquire and merge singular MAPs into their integrated product offerings. This marketing automation comparison is not all-inclusive nor is it intended to indicate which system is the best. Instead, the purpose of this matrix is to allow decision-makers to compare the features of each product so they can be evaluated against budget and specific customer experience management and marketing cloud priorities. The key to the right will allow you to quickly and easily identify the features most important to your organization. This rating system was used to rate the level of integration of a feature set as well as to describe its maturity and completion. Ratings of are used for feature sets that have a wide range of variability. In cases in which there is not enough variability for a rating, we simply indicate whether or not the feature is available. KEY 100: Excellent 75: Very Good 50: Good 25: Needs Improvement 0: Not Available YES If you have questions regarding your MAP research and selection process, R2i will be happy to talk with you. Please contact us at marketing@r2integrated.com NO

3 MARKETING FOUNDED Dynamics 365 launched 1999 in WEBSITE marketing-cloud/campaign-management en-us/dynamics products/sitecore-experience-platform/ cross-channel-delivery PLATFORM VERSION Adobe Campaign v7 Hubspot Marketing Pro IBM Watson Campaign Automation Standard Marketo Pro Microsoft Dynamics Oracle Eloqua Standard Pardot Standard Sitecore EXM 3.4 ORGANIZATIONAL CHANGES Adds cognitive computing to Cloud platform, May Acquired by Vista Equity Partners, May Partnered with Adobe Marketing Cloud, March 2017 Gartner Multichannel Campaign Management MQ, 2017 Challenger Quadrant for CRM Lead Management, Challenger Quadrant for CRM Lead Managagement, Quandrant for Multichannel Campaign Managment, Quadrant for CRM Lead Management, Quadrant for CRM Lead Management, Visionary Quadrant for Multichannel Camapaign Management, Niche Player Quadrant for CRM Lead Management, Quadrant for CRM Lead Management, Quadrant for Multichannel Camapaign Management, Challenger Quadrant for CRM Lead Management, Quadrant for Multichannel Camapaign Management, Visionary Quadrant for Multichannel Camapaign Management, MOST RECENT ANALYST COVERAGE Pricing based on Standard, Premium, or Ultimate package. Call for pricing. Basic - $200/month* Pro - $800/month* Enterprise - $2400/ month* *required onboarding Essentials - starting at $1,550/mo Standard - starting at $2,580/mo Enterprise - starting at $5,670/mo Marketo now offers solutions bundles aimed at aligning with marketers needs. Must call for pricing based on bundle. Plans starting at $70/ user/month Basic - starting at $2,000/month (Less Then 10k Contacts) Standard - starting at $4,00/month (Less Then 10k Contacts) Standard $1,000/mo Pro $2,000/mo Ultimate $3,000/mo All for up to 10,000 contacts (billed annually) Pricing based on contact list size and volume. Call Sitecore sales team for pricing. STANDARD FEATURE PRICING Enterprise - Call Sales 3

4 MARKETING CAMPAIGN DESIGN NOTABLE FEATURES Intetegration with AEM, plugins and components that allow integration with other systems Content Creation tools Social Tools 12 pre-created templates to assist campaign architecture and design Intuitive Interface and Campaign Management, Account-Based Marketing, Predictive Content, Active Online Community Integration with Adobe Campaign enables users to compile multichannel data insights to personalize customer experiences. Centralized canvas for marketers to orchestrate campaigns across paid, owned, and earned channels; 500+ partner network, 700+ integrations SFDC-style interface Tightly Integrated with SFDC Limitless API Calls Use customer data to personalize content across audience segments; Test campaign components; track full customer journey. VISUAL CONTENT CREATION/ EDITING CONTENT LIBRARY & REUSE FIELD RULES & ERROR HANDLING PROGRESSIVE PROFILING CONTENT TARGETING RULES A/B TESTING MULTI-PLATFORM TESTING Upgrade MOBILE SUPPORT (SIMPLE, AUTOMATED) 4

5 MARKETING CAMPAIGN MANAGEMENT LIST MANAGEMENT CAPABILITIES SEGMENTATION & TARGETING CAPABILITIES WORKFLOW RULES, DECISION TREE BRANCHING EVENT/ACTION PROCESSING INLINE LEAD TRIGGERS & LEAD ROUTING ABILITY TO GROUP MULTIPLE CAMPAIGNS PPC/ADWORDS INTEGRATION.COM INTEGRATION RECOMMENDED CRM INTEGRATION Microsoft Dynamics Salesforce.com Salesforce.com Dynamics 365 Salesforce.com Salesforce.com Microsoft Dynamics LEAD SYNC MANAGEMENT w/ CRM (AUTOMATION SMOOTHNESS & FLEXIBILITY) OUTLOOK INTEGRATION 5

6 MARKETING MARKETING CHANNEL SUPPORT through ExM SEGMENTATION & TARGETING CAPABILITIES RSS FEED INSTANT MESSAGING SMS custom integration FAX CALL CENTER INTEGRATION using SFDC integration DIRECT MAIL SUPPORT FEATURES ONLINE EVENT MANAGEMENT PHYSICAL EVENT MANAGEMENT EVENT MANAGEMENT MOBILE/TABLET APP SDK Available MARKETING CALENDAR 6

7 MARKETING TEMPLATE SUPPORT DELIVERABILITY PERSONALIZATION REAL TIME PERSONALIZATION w/ DYNAMIC CONTENT DELIVERY SCHEDULING TRIGGER-BASED CAMPAIGN FOLLOW-UP RULES & AUTOMATION USER-MANAGED SUBSCRIPTIONS DEDICATED IP ADDRESS SUPPORT 7

8 MARKETING WEBSITE TARGETING/PERSONALIZATION CONTENT TARGETING PERSONALIZATION FLEXIBLE WEB PAGE HOSTING OPTIONS REVERSE LOOKUP (LEAD DOMAINS) THIRD PARTY DATABASE LOOKUP (E.G. HOOVERS) 8

9 MARKETING LEAD MANAGEMENT/SCORING BASIC SCORING FEATURES LEAD SCORING MODEL Multiple 3-Dimensional 3-Dimensional 2-Dimensional Multiple Multiple 1-Dimensional Multiple AGGREGATE SUMMATION (TIME WINDOWS) BUSINESS RULES MULTIPLE SCORES PER LEAD COMPANY-WIDE SCORING SCORE CAPPING RULES TRIGGERS & EVENT PROCESSING REAL TIME SALES PROSPECTING FEATURES via LeadDeck LEAD ROUTING, DISTRIBUTION CRM INTEGRATION 9

10 MARKETING SOCIAL MARKETING SOCIAL MARKETING FEATURES Option Included Option Option Option Option Included Option SOCIAL SHARING ADD SOCIAL DATA TO LEADS Upgrade SOCIAL CONTENT INCLUSION/UPDATING Upgrade SOCIAL APPLICATIONS INCLUDED Option/Free Option/Paid Upgrade SOCIAL ANALYTICS 10

11 MARKETING REPORTING CUSTOM REPORT CREATION CLOSED-LOOP REPORTING ADVANCED REPORTING (DATA MINING, OLAP, PREDICTIVE ANALYSIS, ETC.) Upgrade SCHEDULED REPORT DISTRIBUTION, SUBSCRIPTION 11

12 MARKETING USER EXPERIENCE LEARNING CURVE EASE OF USE USER PERMISSION MODEL USER COMMUNITY SUPPORT CENTER 12

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