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<\/span><\/p>\nWant to optimize your marketing operations strategy<\/a>?<\/p>\n Marketing operations software uses technology to effectively manage workflows and drive results in the marketing department<\/a>. Discover the perfect software and features for your business with this guide.<\/p>\n Marketing Operations<\/p>\n<\/div>\n Marketing Operations<\/p>\n Marketing operations<\/a>\u00a0are the practical implementation of marketing activities as executed through people, procedures, and technology.<\/p>\n<\/div>\n<\/div>\n Marketing Operations Management<\/p>\n Marketing operations management organizes people, procedures, and technology to optimize marketing activities’ efficiency, scale, consistency, and results by aligning practical implementation with strategic business objectives.<\/p>\n<\/div>\n<\/div>\n Marketing operations<\/a>\u00a0software is the technology<\/a> used to oversee marketing efforts and measure the performance of your marketing strategy.<\/p>\n But what makes each software unique? The features.<\/p>\n Take a look at these necessary features to find the optimal software for your marketing team:\n<\/p><\/div>\n Implement software that allows your team to collaborate on projects and manage workflows. Team collaboration and marketing management<\/a>\u00a0features improve communication and productivity across the department.\n<\/div>\n A project management<\/a>\u00a0component ensures your team achieves every marketing deadline and goal. Manage your team’s marketing projects with software to boost efficiency and productivity.\n<\/div>\n Use marketing operations software that shares reports \u2013 metrics<\/a>, reports, and workflow dashboards \u2013 with stakeholders. Keep stakeholders informed with real-time insights on data and marketing actions to prove your team’s value.\n<\/div>\n Process<\/a>\u00a0and workflow automation streamlines assigning marketing tasks. Incorporate software with process and workflow automation to enhance performance and reduce errors.\n<\/div>\n Adopt marketing operations software that connects with other third-party applications. Integrations connect all your tools in one place to access data and improve efficiency.<\/p>\n Marketing\u00a0Operations Software Integrations To Connect:<\/p>\n
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Document management software stores, manages, and tracks the company\u2019s electronic assets<\/a>. Use a marketing operations software with document management to access consistent information across every department.\n<\/div>\n Customer relationship management (CRM<\/a>) software enables businesses to maintain information about customers and leads. Find software with CRM features to manage customer relationships<\/a>\u00a0and identify customer needs.<\/p>\n Top 10 Marketing Operations Software<\/p>\n Marketers focus on the strategy and creativity of marketing operations. Allow the software to handle the execution and measurement of your marketing initiatives.<\/p>\n Check out\u00a0our top picks for software to manage your marketing operations:\n<\/p><\/div>\n Category: Project Management and Reporting<\/strong><\/p>\n For marketers with complex marketing operations needs, CoSchedule Marketing Suite<\/a>\u00a0helps busy teams complete more work, deliver projects on time, and prove their value to stakeholders.<\/p>\n
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\n<\/ul>\n<\/div>\n Marketing Suite is a flexible platform a customer success team creates for its customers, depending on the functionality you need. With Marketing Suite, you can organize all of your marketing in one place. Schedule your demo here<\/a>.<\/p>\n CoSchedule offers a forever-free lite plan called Marketing Calendar<\/a>\u00a0that you can create now. Premium functionality such as team task management, customizable task workflow templates, and unlimited social media scheduling is available for Marketing Calendar starting at just $29 per user per month<\/a>.\n<\/div>\n Category: Workflow Management & Team Collaboration<\/strong><\/p>\n Trello<\/a>\u00a0is a visual operations tool that uses Kanban techniques to organize your workflow for any project.<\/p>\n
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\n<\/ul>\n<\/div>\n Trello offers a free 14-day trial of Trello Premium, including workspace views, access to create unlimited boards, and security features. Trello Premium is $10 per user per month<\/a>\u00a0after your trial.<\/p>\n Trello Premium<\/a>\u00a0is best for teams to track multiple projects and visualize work. Free, standard, premium, and enterprise plans are available based on the size of your team and the features you wish to include. Check out these plans on the Trello Pricing Page<\/a>.\n<\/div>\n Category: Communication & Collaboration<\/strong><\/p>\n 85%<\/a>\u00a0of teams say Slack\u00a0has improved communication. Slack<\/a>\u00a0connects teams, unifies systems, and drives businesses forward.<\/p>\n
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\n<\/ul>\n<\/div>\n Slack provides four pricing options: Free, Pro, Business+, and Enterprise Grid. Business+ is recommended for mid-sized companies and costs $12.50 per active user per month<\/a>.<\/p>\n The Business+ plan offers unlimited channels, user management, and data exports for all messages. Contact the Slack Help Center<\/a>\u00a0to troubleshoot your questions.\n<\/div>\n Category: Process & Workflow Automation<\/strong><\/p>\n Zapier<\/a>\u00a0automates your workflows across over 5,000 integrations to customize your work and create flexible processes.<\/p>\n
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\n<\/ul>\n<\/div>\n Zapier offers 5 plans for consumers based on their needs and company size: Free, Starter, Professional, Team, and Company. Zapier provides a 14-day free trial of the Professional plan; after that, the Professional plan is $49 per month when billed annually<\/a>.<\/p>\n The Zapier Professional plan grants one user access to unlimited premium apps, custom logic with paths, and unlimited customizable zaps. View the Plans and Pricing Page<\/a>\u00a0for more information on the right plan for you.\n<\/div>\n Category: Customer Support<\/strong><\/p>\n Zendesk<\/a>\u00a0provides the complete customer service experience to meet consumers’ needs and set your team up for success.<\/p>\n
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\n<\/ul>\n<\/div>\n Zendesk for service offers three plans for everyone and two plans for enterprises. The most popular plan is the Suite Professional, which is $99 per agent per month<\/a>.<\/p>\n Zendesk\u2019s Suite Professional plan provides a live agent activity dashboard, private conversation threads, and customizable dashboards. Look at the pricing plans for everyone<\/a>\u00a0and enterprises<\/a>\u00a0to discover a plan for your customer support team.\n<\/div>\n Category: Customer Relationship Management (CRM)<\/strong><\/p>\n Salesforce<\/a>\u00a0makes cloud-based software to help companies discover more leads, close more deals, and provide customer service. Salesforce\u2019s Customer 360<\/a>\u00a0product unites service, sales, IT, marketing, and commerce teams with a shared view of client information.<\/p>\n
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\n<\/ul>\n<\/div>\n Salesforce personalizes its prices based on the specific features that you are purchasing. \u00a0For example, Service Cloud pricing is separate from Marketing Cloud pricing.<\/p>\n For Salesforce’s customer relationship management\u00a0aspect, let\u2019s look at the Service Cloud pricing. Service Cloud pricing offers four plans: Essentials, Professional, Enterprise, and Unlimited. Enterprise is the most popular customizable CRM, which is priced at $150 per user per month<\/a>.<\/p>\n Check out the pricing plans for each feature on the Salesforce Product Pricing<\/a>\u00a0page.\n<\/div>\n Category: Human Resources Management<\/strong><\/p>\n BambooHR<\/a>\u00a0provides human resource software for small and medium-sized businesses. This human resources management software collects, maintains, and analyzes employee data.<\/p>\n
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Category: Accounting <\/strong><\/p>\n Xero<\/a>\u00a0provides cloud accounting software for accountants, bookkeepers, and businesses to store financial information.<\/p>\n
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\n<\/ul>\n<\/div>\n Xero has three plans, each covering the accounting essentials: Early, Growing, and Established. Growing is the most popular plan for small businesses, priced at $37 per month<\/a>.<\/p>\n The Xero Growing plan allows businesses to reconcile bulk transactions, send unlimited invoices, and enter unlimited bills. Check out the three pricing plans on the Xero Pricing Page<\/a>.\n<\/div>\n Category: Shared Knowledge Base<\/strong><\/p>\n Guru<\/a>\u00a0is a knowledge management software to create, access, and update a knowledge hub for your organization.<\/p>\n
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\n<\/ul>\n<\/div>\n Guru\u2019s pricing plans include the Starter, Builder, and Enterprise packages. Try out the Builder package for free with a 30-day trial and continue your package for $10 per user per month<\/a>.<\/p>\n The Builder package allows businesses to embed Guru cards, customize the portal with their brand, and gain analytic insights. Learn more about Guru\u2019s pricing plans here<\/a>\u00a0or get a quote for an Enterprise plan<\/a>.\n<\/div>\n Category: Document Management<\/strong><\/p>\n Google Drive<\/a>\u00a0is an asset storage service that creates and collaborates files from any device.<\/p>\n
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\n<\/ul>\n<\/div>\n Google Workspace offers four business pricing plans \u2013 Business Starter, Business Standard, Business Plus, and Enterprise \u2013 and a free personal plan. Google Workspace includes every \u00a0Google software, which includes Google Drive.<\/p>\n The most popular plan is the Business Standard plan which costs $12 per user per month<\/a>. The Business Standard price includes 2 TB of storage per user, 150 participants for video conferencing, and security controls. Take a look at Google Workspace and the pricing plans for your business on Google\u2019s Pricing Page<\/a>.\n<\/div>\n<\/div>\nWhat Are Marketing Operations?<\/h2>\n
What Is Marketing Operations Management?<\/h2>\n
What Makes Great Marketing Operations Software?<\/h2>\n
Team Collaboration & Management<\/h3>\n
Project Management<\/h3>\n
Reporting<\/h3>\n
Process & Workflow Automation<\/h3>\n
Integrations<\/h3>\n
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Human Resources Management<\/h3>\n
\nUse software that allows your human resources team to oversee employee activities. Utilize a human resource management software to improve the employee\u2019s experience.
\n<\/p>\nDocument Management<\/h3>\n
Customer Relationship Management<\/h3>\n
1. CoSchedule\u00a0Marketing Suite<\/h2>\n
![\"CoSchedule](\"https:\/\/media.coschedule.com\/uploads\/2023\/03\/Marketing-Operations-Software-Coschedule-marketing-suite-projects.png?w=3840&q=75\"\/)
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2. Trello<\/h2>\n
![\"Trello](\"https:\/\/media.coschedule.com\/uploads\/2023\/03\/Marketing-Operations-Software-Trello-Kanban-visual-tool.png?w=3840&q=75\"\/)
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3. Slack<\/h2>\n
![\"Slack](\"https:\/\/media.coschedule.com\/uploads\/2023\/03\/Marketing-Operations-Software-slack-communicate-and-collaboration.png?w=3840&q=75\"\/)
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4. Zapier<\/h2>\n
![\"Zapier](\"https:\/\/media.coschedule.com\/uploads\/2023\/03\/Marketing-Operations-Software-Zapier-workflow-and-automation.png?w=3840&q=75\"\/)
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5. ZenDesk<\/h2>\n
![\"Zendesk](\"https:\/\/media.coschedule.com\/uploads\/1969\/12\/7de1a710-2ccd-4963-8cad-5d79cf9ab055_pasted20image200.png?w=3840&q=75\"\/)
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6. Salesforce<\/h2>\n
![\"Salesforce](\"https:\/\/media.coschedule.com\/uploads\/2023\/03\/Marketing-Operations-Software-Salesforce-cloud-based-discovery.png?w=3840&q=75\"\/)
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7. BambooHR<\/h2>\n
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\nBambooHR provides two plans \u2013 Essential and Advantage \u2013 and optional add-on capabilities for purchase. The Advantage package includes the Essential plans with onboarding & offboarding features, an applicant tracking system, and employee wellbeing surveys.
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\nGet a free price quote to explore the plans and add-ons for your business on the Pricing Page<\/a>.\n<\/div>\n8. Xero<\/h2>\n
![\"Xero](\"https:\/\/media.coschedule.com\/uploads\/2023\/03\/Marketing-Operations-Software-Xero-cloud-accounting-software.png?w=3840&q=75\"\/)
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9. Guru<\/h2>\n
![\"\"](\"https:\/\/media.coschedule.com\/uploads\/2023\/03\/Marketing-Operations-Software-shared-knowledge-base-guru-cards.png?w=3840&q=75\"\/)
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10. Google Drive<\/h2>\n
![\"Google](\"https:\/\/media.coschedule.com\/uploads\/2023\/03\/Marketing-Software-Management-google-drive-document-storage.png?w=3840&q=75\"\/)
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