Choosing the Right Marketing Workflow Management Software

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“Consistency is one of the biggest factors to accomplishment and success.” – Byron Pulsifer

Let’s be honest, the world of marketing is volatile, unstable, ever-changing, and hardly consistent. To survive in this chaos while staying on top of their game, marketing agencies are holding on to workflows.

Marketing workflows are an oasis of consistency in the desert of volatility. They allow you to build a solid campaign without incurring wild unexpected costs. That’s why workflow management is the much-needed support marketing teams rely on.

Marketing workflow management software is designed specifically to simplify and automate the management process. However, with a bunch of them on the market, it can be tough to make the right choice.

In this article, we’ll compare several strong candidates for the title of the best marketing workflow management software.

What is Marketing Workflow Management Software? 

Marketing workflow management software is used to define, automate, and improve marketing-related processes within an organization. Its goal is to boost efficiency, reduce errors, and streamline productivity.

Marketers use this software to:

  • Handle lead generation and database management.
  • Create forms, requests, and tasks.
  • Improve team collaboration.
  • Enhance a teamwork environment.
  • Create a unified database.
  • Design a system for long-term marketing projects.

Overall, marketing workflow management software helps you automate time-consuming repetitive processes while cutting costs and creating a point of reference for your creative team members.

Why You Should Consider Marketing Workflow Management Software

While you’ve probably already decided you need this software, these points can help you stay on the right track.  Marketing workflow management software can:

  • Allow your marketing team members to focus on creative tasks instead of struggling with repetitive and manual aspects of the marketing workflow.
  • Minimize the chance of human error by automating your workflow management.
  • Streamline marketing processes with customizable automated workflows.
  • Automate functions across sales and marketing departments.
  • Track progress and give you valuable insights into your marketing team’s operations.
  • Improve transparency and accountability while assigning tasks and tracking progress.
  • Take advantage of collaborative campaign planning and centralize it across all teams.

Now that you don’t have any more doubts about needing this type of software to support your marketing and business processes, let’s take a closer look at the top options to consider. They are:

  • Welcome
  • Wrike
  • Monday
  • Asana
  • Trello
  • Workfront
  • ClickUp
  • Sprinklr

All of these tools can streamline marketing workflows and automate a variety of important tasks.

Things to Consider When Choosing the Best Marketing Workflow Management Software

These are the top factors to consider when choosing  the best workflow management software for your marketing team:

  • Pricing
  • Features
  • Support
  • Onboarding

While every software product on the market can assist in workflow management, it’s important to understand how each one will support your business goals. By the same token, understanding their differences will help you to choose the right software solution for your team.

Pricing 

Pricing is one of the most important aspects that companies worry about when choosing a new tool. No matter how amazing a software product is, a hefty price tag is a turnoff. Thankfully, it’s possible to find a solution that doesn’t break the bank. Two common types of pricing schemes are:

  • One-time acquisition — you buy the software, download it, and use it.
  • Subscription fee — you choose a subscription and pay for it monthly (or annually).

Both options have pros and cons. The majority of marketing workflow management software is SaaS (Software-as-a-service), so you have to be ready for subscription fees.

Features 

The number and diversity of features are the keys to choosing the best workflow management tool for your needs. Remember, the number of features often depends on the pricing plan you choose.

To gain a better understanding of which features you need the most, you should first identify your current workflow challenges. Evaluate your existing workflow system and figure out what it’s lacking.

Support and Onboarding 

The best workflow management software must have stellar onboarding and support. Otherwise, it’s easy to overlook useful features, get stuck wading through a murky learning curve, and lose time dealing with simple problems.

On to the candidates!

The Best Marketing Workflow Management Software Solutions

First, we’ll detail the different aspects of Welcome‘s made-for-marketers platform. But all of the marketing workflow management software solutions mentioned above are solid options. The best software for your team depends on the needs of your organization.

Welcome 

Pricing

At Welcome, we worked hard to create a pricing structure to suit all of our customers. If you are an entrepreneur who understands the utter importance of automated workflow management, you don’t need to break the bank.

Welcome offers a robust free package that includes a variety of features, including visual timelines, Kanban boards, campaign workspaces, and more.

Once you are ready to go further, you can purchase a “Welcome Team” subscription for $99 per month. It includes unlimited tasks and workflows, resource and capacity management tools, access to Welcome’s knowledge base, and much more.

For larger companies and marketing teams, Welcome readily designs customized plans.

Features

Welcome is a robust, all-encompassing marketing workflow automation and management software solution with the following features:

  • Visual Timeline and Gantt calendar
  • Kanban boards
  • Custom workflows 
  • Campaign workspaces
  • Resource and capacity management
  • Custom brand compliance workflows
  • Sharable workspaces
  • Digital asset management
  • Budgeting and process management
  • Invoicing
  • Operational efficiency analytics
  • Real-time reports and reporting templates
  • Proofing and file sharing
  • Integrations
  • And much more

As a big bonus, Welcome’s plans have an unlimited number of users and unlimited “guest” licenses.

Support and Onboarding 

Welcome understands perfectly how frustrating it can be to spend hours Googling unfamiliar terms or clicking myriads of buttons in the hope for the program to start working. That’s why we have a robust support and onboarding system, including:

  • Webinars
  • Documentation
  • Live online training sessions
  • In-person training sessions
  • Guides

Our knowledge base is readily available at your fingertips anywhere and at any time. When you’re ready to collaborate, we also provide 24/7/365 customer support.

Wrike

Pricing

Wrike offers a free plan, but it doesn’t provide too many options. In short, it’s a centralized task management tool, which can be a nice starting point.

A more complex offering will cost you $9.80 per month per user. For proper workflow management, you would need to consider their business plan. It costs $24.80 per user.

Features

  • Customizable project templates
  • Adaptation to agile or waterfall methodology
  • Interactive Gantt charts
  • Proofing
  • Branded workspace
  • Real-time reports
  • Project and task approvals
  • Time tracking and timesheets
  • Resource management

Support and Onboarding 

Wrike offers interactive training and videos (feature overviews, how-tos). It also has a user community. In addition, they provide multichannel support, including a live chat.

Monday.com

Pricing

Monday’s free and basic plans aren’t oriented for complex workflow management. For the standard version, you’ll pay $10/seat/month. A pro version (recommended for solid workflow management) will cost you $16/seat/month.

Features

  • Template library
  • Multiple views (Kanban, Gantt chart, Timeline, Calendar, Workload)
  • Automated due date notifications
  • Integration with Typeform
  • Time tracking

Support and Onboarding

Monday.com offers video tutorials and a robust knowledge base. You can access support through email or the helpdesk. However, support differs drastically depending on your plan. Premium support options are only available at the enterprise level. 

Asana

Pricing

This workflow management and project planning tool has a free version that lacks many features and works for tiny teams only. For larger teams, be ready to pay $10.99 (Premium) or $24.99 (Business) per user per month.

Features

  • Project organization (lists, Kanban boards)
  • Timeline
  • Tasks in multiple projects
  • Reporting (goals, milestones, status updates)
  • Team management
  • Useful integrations with Dropbox, Google Drive, Box, Slack, Asana, Salesforce, JIRA Cloud, and Zoom.

Support and Onboarding

Asana offers video tutorials and a robust knowledge base. You can get support through email or the helpdesk. Support differs drastically depending on your plan and premium options are only available at the enterprise level. 

Trello

Pricing

To take advantage of this workflow and project management software with Kanban-type boards, you will pay $10 per user per month. A free version is also available for smaller teams.

Features

  • Drag-and-drop editing
  • Detailed front and back cards
  • Automated email notifications
  • Team member/group task assignments
  • Card record archive
  • Deadlines alerts and notifications
  • Activity logs
  • Discussions

Support and Onboarding

Trello offers a variety of lengthy articles for onboarding, but the navigation through them suffers. For support, you can ask your questions in a community or fill out a web form.

Workfront

Pricing

Workflow management with Workfront will cost you… nah, we won’t tell you. The software provider designs individual plans based on the users’ needs. Because of this, you’ll need to contact them for details.

Features

  • Integrations (Google Drive, Box, Asana, Trello, Salesforce, and more)
  • Project templates
  • Approval automation
  • Timesheets
  • Analytics
  • Portfolio optimizer
  • AI-powered project, team, and resource scheduling
  • Reporting (dashboards, timesheet reports)

Support and Onboarding

You can take advantage of numerous training articles and videos for onboarding. Since the learning curve is rather steep, you may need to spend a while exploring the available options. Unfortunately, you only get advanced support at the Enterprise level.

ClickUp

Pricing

This workflow and project management solution has a fairly reasonable price tag — $9 per user per month. A free version with extremely limited functionality is also available.

Features

  • Scheduling
  • Time tracking
  • Tasks in multiple lists and views
  • Team templates (customizable)
  • Sprint management
  • Project management options
  • Reporting and analytics
  • Time and expense tracking

Support and Onboarding

The provider offers videos, webinars, and articles that teach you how to work with Kanban boards. You can also get multichannel support that works around the clock.

Sprinklr

Pricing

This customer experience platform offers robust workflow management elements. However, the vast number of features isn’t likely to make it cheap. If you need the rest of the functions provided by the platform, you may want to consider this option. 

Like Workfront, you need to contact Sprinklr to learn their pricing scheme.

Features

  • Configurable workflows
  • Marketing campaign analytics
  • Calendar management
  • Campaign scheduling

Sprinklr is a large platform with a vast number of features: social media management; data management and analytics; project management tools; collaboration tools; content marketing support; and much more. It’s usually used as a comprehensive social solution.  

Support and Onboarding

Since it is a complex platform, Sprinklr does its best to provide good onboarding and support. However, if you are only using a couple of features, the vast knowledge base can be hard to navigate.

Optimizing Your Efforts with Welcome‘s Marketing Workflow Management Software

Welcome is one of the most robust marketing workflow management software solutions on the market. It keeps focus on automation, collaboration, and satisfaction.

Coupled with a low learning curve and diligent support, Welcome can be your guiding hand in the complex world of marketing workflows.

Ready to give it a try?  Get started with a free Welcome account today!

Done reading and ready to try Welcome?

Welcome’s marketing orchestration software is free for up to 5 users, so grab 4 of your closest marketing buds and see what we’re all about.