Marketing Automation Use Cases

Improved Sales & Marketing Alignment
Refines & Automates Marketing Processes
Targeting Across Multiple Channels
Visibility into Upsell & Cross Sell Opportunities
Increased Web Traffic
Social Media Management
Performance Reporting & Analytics
Shortening the Sales Cycle
Personalized Customer Experience

Energize Marketing with the Right Automation

Marketing automation systems provide a wealth of analytical power that allow businesses to engage with customers and prospects in more meaningful ways. But, to build long-term customer retention and uncover new revenue streams, the features and software compatibility must match your specific business. Technology Advisors helps you narrow your selection down from the thousands of potential options by reviewing your current marketing efforts and strategizing your marketing vision for the future. We help take the stress out of selection and energize your marketing with the right automation.

Tips for Evaluating Marketing Solutions

Weigh your Features

Not every marketing automation will provide the same features or the same levels of functionality. Rank features from most important to least important as they pertain to the specific goals you’re trying to achieve.

Keep Integration Top of Mind

Even if you don’t plan to integrate right now, purchasing a marketing solution that isn't compatible with your other systems is a false start for your marketing efforts. Integration adds considerable value to your marketing data by providing deeper visibility into engagement and effectiveness.

Look for an Intuitive Interface

You want your marketing team to be able to get up-and-running as soon as possible with the new solution. If the platform is highly complex or difficult to use, it won’t be an effective resource. What is the onboarding process? What training and knowledge base materials are offered?

Evaluate Workflow Management

The ability to create intricate workflows is one of the major benefits of marketing automation. When demoing a product, evaluate the workflow management for usability, drag-and-drop or visual design features, and user-friendly templates.

What Customers Say About Us

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.
Dennis F., National Bureau of Property Administration
They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.
Brian M., Keller-Heartt
Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle D., Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna S., Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda S., Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul L., Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim R., Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara C., AEM

You Know Your Business. We Know Your Software.

Purchasing software can be overwhelming. There are so many solutions on the market that it's hard to know which one will best serve your needs. Our job is to relieve you of the stress by recommending solutions based on your business goals, budget, and what will work with your existing applications. We've done the research so you don't have to. Check out the marketing solutions below. Then, let our team help you qualify and select the right one for your needs.

Marketing Automation Tools


HubSpot is a powerful business software known mostly for its robust inbound marketing software; but it's so much more. HubSpot offers an entire suite of tools for SEO, content management, sales, customer services, analytics, and even CRM. Integrations with a variety of third party softwares make it highly dynamic and adaptable.

Sugar Market

Unite sales and marketing around a single, optimized funnel. Sugar Market bridges the divide between sales and marketing by offering a unique SaaS marketing automation solution that empowers both teams, unites them around common data, and maximizes lead conversion.

Marketing Creatio

Marketing Creatio delivers powerful marketing functions for lead management, lead scoring, campaign management, omnichannel communications, email marketing, event management, mobile and social flexibility, productivity tools, Web-to-lead forms, and more.

Get Started with Marketing Automation

Need help with marketing automation selection? Contact us to schedule a FREE consultation.