Marketing Workflow Software: Features You Need to Look For

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Thanks to digital marketing, marketers and project managers have the pleasure of optimizing performance through workflow management.
With so much to handle on a single day, task management can be a hassle, especially when teams are involved. However, marketing workflow management software helps to streamline the process.
Therefore, teams can fast-track deliverables, simplify the work, collaborate, and enjoy what they’re doing. If you’re new to marketing workflow software, you’ve come to the right place.
In today’s post, you’ll discover everything you need to know about this workflow management software. You’ll also learn how to settle on the best option according to your needs and the unique features.
So, without much ado, let’s get down to business. Shall we?

What is a Marketing Workflow Software?

marketing workflow software is an application system made to optimize business processes for ultimate performance and functionality. The workflow includes routine processes that, in most cases, are tedious, time consuming, and sometimes, boring repetitive tasks.
Workflow software automates processes, reduces costs, and makes workflow management fun. How does it feel about managing teams across different platforms without any automation?
This is the hard way of marketing and managing teams.
Sadly, it can result in more devastating losses. But, with a click of the button, the good news is that you can automate your marketing and content workflow.
All you need is marketing workflow software, and you’re good to go!

What Features Should I Be Looking For?

In the next part, we’re going to look into the best marketing workflow software features.
Here’s the breakdown:

  • Pricing and Subsequent Renewals
  • Code-free and Easy to Use
  • Integration with other Apps
  • Integration with Project Management Tools
  • Visitor Tracking
  • Leads Qualification and Nurturing
  • Landing Page and Forms Builder
  • Email Marketing Tools
  • Customer Relations Management Integration and Real-Time Reporting

1. Pricing and Subsequent Renewals

When buying a marketing workflow software, there are two types of pricing to be aware of. One is the one-time software acquisition price.
The second payment should be according to the agreement with the provider. However, most arrangements support the subsequent monthly renewal payments.
What’s more important is whether you’re comfortable with the payment plans or not. Therefore, evaluate the pricing structure and choose what works for you.
Again, you want to be wary of hidden fees. Some providers are notorious for this, and you only get to realize it after a few months into the subscription.
A rule of thumb is to ask before subscribing to the program. Another alternative would be to check online reviews to see what previous users are saying.

2. Code Free and Easy to Use

Many marketers or project managers aren’t software geeks. Therefore, handling the back-end of software would be a tall order. But, if you’re a victim, there’s a simple way out of this.
The workflow software you opt for should be code-free templates and easy to use. In addition, you need to be able to use the software without looking for an experienced coder.
For one, this will save you tons of time and, most importantly, the money you’d spend on hiring a developer. Also, you want workflow software that your team members find easy to use.

3. Integration with other Apps

The best marketing workflow management software doesn’t operate in isolation. Instead, it’s built to integrate with other applications to make your work easy.
Think about it: business processes are dependent on each other.
Typical examples are content creation and publishing. In this case, you’d have to create the content on one platform, then publish it to your website’s CMS.
When the workflow management software can integrate with other applications such as CMS, it’s easy to centralize and do everything from the software with the click of a button.
This would save you the hassle of having to jump from one platform to another. As you can see, it’s simple, convenient, and stress-free work management and saves you some bucks as well.
Again, if it can integrate with cloud apps, the better. Today, cloud-based applications are the in thing.
One, they offer unlimited storage. Two, data backup and safety are guaranteed.
Some of these apps help with cash-flow management, calendars, sales reporting, financial reporting, amongst other functions. But probably you’re familiar with them.
But even if you aren’t, keep it in mind. Your preferred management software should be versatile for smooth workflow and give room for cloud-based apps integrations.

4. Integration with Project Management Tools

Besides cloud-based apps, the software should integrate with essential project management tools for marketing. Some typical examples of tool integrations are; social media, paid advertising, messaging tools, like Chabot and eCommerce.
You’ll find these tool integrations more useful if you manage large projects and teams that require top-notch SEO. This is because they simplify the processes and make work easy.

5. Visitor Tracking 

For marketers, it’s important to know the traffic that’s coming to your website or even social pages. When you can quantify the traffic, it becomes easy to anticipate what they’re looking for then satisfy that need.
Using this feature, you can tell the content they’re consuming, time tracking for how long they’re staying on the page, and how far they scroll. If there’s a CTA, you can also tell who is responding to it and who isn’t.
With this kind of information, you can optimize your content and other offers appropriately to suit what your visitors are looking for.

6. Leads Qualification and Nurturing

In a typical system, most leads are never ready to purchase on the fly. Instead, they need time for nurturing and warming until when they’re ready to buy.
This feature helps to qualify the leads you collect through inbound or outbound marketing. How does that work, you ask?
The feature grades all of your leads from the top of the funnel to the bottom of the funnel and qualifies those ready to buy.
This facilitates quick decision making and the ability to focus the right content on the right group. Lead nurturing requires time and resources, but yields results when done right!
Guess what? You don’t want to channel your energy and resources to the wrong target.
It can be costly, and you end up wondering why you don’t see returns.
That’s why with lead nurturing and drip campaigns, you offer your leads just what they need as you walk them down the customer value journey.
A nurture campaign starts with indoctrination, moves to interest-based segmentation, low dollar conversion, and high-ticket offer conversion. It’s insane to try to sell your high-ticket offers to cold leads before nurturing them.
The best part is, you can seamlessly automate your lead nurture campaigns in a marketing workflow management software. Then sit back and watch everything unfold.

7. Landing Page and Forms Builder

Before you can take your leads on a customer value journey, first you need to acquire them. The easiest way to accomplish this is through lead acquisition forms and landing pages.
A landing page contains the information you want your leads to read before deciding to join your campaign or buy one of your offers.
On the other hand, the form helps collect their information, qualify them, and add them to the right campaigns. Most importantly, it would help if you had a drag and drop landing page and customizable forms builder.
The reason for this is that if you aren’t tech savvy, you may need to hire a developer every time you want to create forms and landing pages. However, with a codeless system, you’ll only be dragging and dropping the landing page or form objects to where you need them.

8. Email Marketing Tools

Email marketing is broad and can benefit from using tools that expedite the process. For the record, email marketing tools transcend auto responders to include more features like segmentation.
Through list segmentation, you can laser focus content according to your set segments.
Remember, your prospects probably have different interests. So you want to group them according to their desires and then strive to satisfy those.
Segmentation combined with A/B testing is a powerful email marketing tool. It helps take the guesswork out of the equation and gives you the power to test something on a small group before sending it out to a large group.

9. Customer Relations Management Integration and Real-Time Reporting

The best marketing workflow management software should integrate with customer relationship management tools. Plus, the deal sweetens more if the integration allows real-time reporting.
Why is this important, you could be asking? See, real-time reporting grants you access to real customer behavior data.
Thus, it is easy to understand how campaigns are performing or how users respond to your blog or social media content.
The integration also enables cost calculations for every campaign you run. And since you have CRM, you can analyze data from closed campaigns and then draw a relation between your sales revenue and current customer base.
Without this feature, it’s impossible to tell what’s working from what’s not. Besides, you also get access to easy to create graphs for easy analysis.
Once you know where most of your revenue is coming from in the CRM, two things can happen.
First, you can find out the issue with other segments in the CRM and then optimize accordingly for profit maximization.
The second thing is that you’ll know where to channel your resources—time and money—for enhanced productivity.

Marketing Workflow Management Software: Final thoughts

In the digital marketing era, efficient workflow management is a necessity rather than a luxury. There’s a lot you need to handle as a marketer, and without proper workflow management software, the work can take a toll on you.
A workflow management software takes the hard work out of the equation and replaces it with efficiency and increased productivity.
So if you’re wondering where to find the right management software, fret not. That’s where Welcome comes in handy.
We’ve got an all-in-one marketing workflow management software and can help make your marketing a breeze with our one platform for marketing teams. Get started here for free!

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