What is marketing automation?

Ritik Anand
Cymetrix Software
Published in
5 min readJan 19, 2023



It’s a term that should be familiar to anyone who’s ever been a recipient of a marketing email. But, where did this term come from, and what the hell does it mean?

Marketing Automation is not so much an email marketing tool as an approach to email marketing, used by companies big and small. It involves plans for sending emails at specific times and in specified quantities based on triggers or rules that may or may not include messages about sales or promotions.

To get the most out of your emails, you’ll also want to invest some time into building up a database of leads through various channels — and then use data to determine which segment of those leads will be most valuable to you.

What do you mean by marketing automation?

It is a software platform that helps you automate your marketing processes. The goal of marketing automation is to help users get maximum results from their vital resources.

This technological activity can help you automate all your monotonous and repetitive tasks. As a result, users can prioritize activities that require their immediate attention.

How does it differ from CRM?

CRM and marketing automation are two different tools that serve several purposes. CRM is customer relationship management, while marketing automation is about managing your marketing activities.

CRM focuses on how you manage customer data and how well you track the customer journey from acquisition to renewal. Marketing automation focuses on driving website visitors through a funnel of web pages and emails by triggering them based on behavior or preferences.

What are the uses of marketing automation?

Marketing automation is a suite of tools that helps you manage your marketing campaigns and activities so that you can spend more time focusing on core tasks, like creating content and building relationships with customers.

Automate repetitive tasks

You can automate anything from sending emails to generating reports to sending out birthday cards for your customers.

Send targeted emails based on a user’s behavior or preferences

Rather than sending the same email to everyone, use automation to send specific messages based on what they’ve done in the past or what their interests are now.

What are the benefits of marketing automation?

What are the benefits of Marketing automation?

Increases efficiency

One of the key benefits of marketing automation is that it can save time and resources. By automating tasks such as email campaigns, social media posts, and even lead scoring, businesses can free up time and resources that would have been spent on manual tasks. That allows them to focus on more essential aspects of their marketing strategy, such as creating engaging content and developing new products.

Helps with customer segmentation

Another benefit of marketing automation is that it can help businesses segment their audience and deliver more personalized messages. By tracking customer data and behavior, you can create highly targeted campaigns that are tailored to specific segments of their audience. That can lead to higher engagement rates, better conversion rates, and more revenue.

Making informed decisions

Marketing automation also provides businesses with advanced data analysis capabilities, which can help inform decisions about future marketing strategies. By tracking key metrics such as open rates, click-through rates, and conversion rates, businesses can gain a better understanding of what strategies are working and which ones are not. It can help them make more informed decisions about where to allocate resources and how to improve their marketing efforts.

Increases business ROI

Finally, marketing automation can help businesses increase their return on investment (ROI) by reaching more customers with less effort. By automating certain aspects of the marketing process, businesses can reduce costs and increase their reach, which can lead to more sales and revenue.

Difference between E-mail marketing and marketing automation

While it may seem like marketing automation is just another word for email marketing, there’s more to it than that. Marketing automation is a broader term that includes the use of various tools and technology to automate the process of marketing. Email marketing, on the other hand, is one specific type of marketing automation — the process by which you can send emails through an automated system.

How can I get more value out of my marketing automation?

Marketing automation can help you achieve these goals in several ways, including:

Generating leads

Marketing automation can help you attract more visitors to your website, generate qualified leads, and nurture them through the sales funnel.

Generating revenue

Marketing automation can provide valuable feedback about which marketing campaigns are working best for each stage of the buyer’s journey. Then it will automatically send out emails based on that information, enhancing your organization’s ability to convert customers into paying customers at every stage of the customer lifecycle.

Generating brand awareness and reputation management

A CRM platform will help you identify prospective clients who have expressed interest in your product or service by matching their data with your existing database so that you know exactly what type of customer is coming into contact with each marketing campaign — and why they’re doing so — before reaching out to them again via email or social media channels like Facebook Ads Manager or Instagram Direct Messages.

Marketing automation offers great opportunities for brands to streamline a lot of the work involved in targeted, personalized communications.

Thus, businesses can leverage marketing automation to make their marketing processes more efficient, personalized, and scalable.

There’s a lot of talk about how marketing automation is going to revolutionize the way companies do business. The truth is that it has been and it’s time for you to get on board with this exciting trend!


There is no doubt that marketing automation offers massive benefits for marketers looking to streamline their work. If you are interested in leveraging such solutions, you can take help from Cymetrix software.

We are industry experts, who offer several IT consulting services to our clients. We can help you get maximum output for the salesforce platform, data analytics, fintech, and procurement consulting.

Don’t wait anymore, get started with us now and we’ll help you get the maximum outcome for your business with our tech-based solutions. However, if you wish to learn more about similar tech topics, feel free to visit our blogs and explore more.