How To Kick SaaS
  • Introduction
  • Forward
  • Who & How
  • The business of SaaS
    • The Business of SaaS
    • Basic Lessons of Saas
    • The Process
    • Parts of a SaaS
  • Validating You SaaS
    • Validating Your SaaS
    • What happens when you don't validate
    • The SaaS Validation Process
      • Why are you doing this?
      • Should you do this?
      • Competition Analysis
      • Buyer Analysis
      • Sales & Distribution
      • Time & Money
      • The Secret Sauce
      • Buyer Categorization By Sales Method
      • The Advisory Approach
    • Validation Success
  • SaaS Build Process
    • SaaS Build Lessons
    • Planning & Costing
      • The Costing Process
      • The Estimate
      • The Scope of Work
      • Information Architecture Development
      • Working Numbers
      • The Project Plan
    • Build Team Roles
      • What To Expect From Your SaaS Development Team
      • Build Teams
      • The Project Manager
      • Information Architect
      • UX Designer
      • Developers
      • Quality Assurance
    • Standard Tools
      • Project Management Tools in SaaS Development
      • Development Environment & Dependencies
      • Remote Development Environments
      • Code Repositories in SaaS Development
      • Monitoring Your SaaS
    • Steps to Developing a SaaS
      • What to expect in SaaS development
      • Systems Setup
      • Creative
      • Project Planning
      • SaaS User Experience (UX)
      • Concept Design
        • SaaS UX Design Case Study
      • Content Development
      • FrontEnd Development
      • BackEnd Development
      • Quality Assurance (QA)
      • Alpha Testing
      • Beta Testing
      • Launching Your SaaS
      • Continuous Integration
    • Things to know and expect
      • You MUST learn at least the basics of Project Management
      • Things you do and do not know
      • How to tell if your development team is working
      • Good, Cheap, Fast. Choose Two.
      • Positivity is Key in Management
      • Storytime: The Story of a Ton of Lost Users and Money!
      • Development is iterative
      • Development Time Increases As Complexity Increases
      • Storytime: Don't Send Me Shit
      • Story Time: The Best of the Best
      • Sunk Costs
    • Your SaaS MVP Pre-Development Build Checklist
  • Appraisement: Pricing Your SaaS
    • Appraisement: SaaS Pricing
    • SaaS Pricing Metrics
    • SaaS Pricing Metrics Glossary
    • Science of Pricing
    • What You Need To Know About Your Customers
    • How To Price Your SaaS
    • Customer Types Case Study
    • Storytime With Brennan
    • Pricing Page: The Most Valuable Page On Your Website
      • Pricing Page Examples
  • Acquisition: Gaining SaaS Users
    • Acquisition: Getting SaaS Users
    • SaaS Traction Lessons
    • Acquiring your first users
    • Getting ready for growth
    • Organic Search Marketing
      • Content Marketing Is An Investment
      • Step 1: Keyword Research
      • Step 2: Content Planning
      • Step 3: Writing, Formatting, & Beyond
    • Marketing Automation in SaaS
      • Marketing Automation Basics
      • Storytime: Learning about marketing automation the hard way
      • Lead Scoring, Tagging, & Triggers
      • Marketing Automation Systems
    • Lifetime Deals
    • Outbound Campaigns
    • Affiliates & Partnerships for SaaS Businesses
    • Narrowing Your Message With Adaptive Design
    • Social Media Marketing
      • Social Media Retargeting
      • Testing your social media ads
      • Social Media Ad Tricks
    • Pay Per Click (PPC)
    • SaaS Software Checklist
    • Email Marketing
    • The Marketing Website
  • Activiation
    • Activation
    • Getting Personal
    • Stalking Your Users
    • Onboarding
    • Training Webinars
    • Onboarding Emails
    • New User Tour
    • Setup Checklist
  • Attrition: Supporting Your Community and Growing Your Business
    • Supporting Your SaaS Customers
    • SaaS Community Building
    • Chatbots
    • Events
    • Swag
    • Education
    • The Knowledge Base
  • NOTES
    • NOTES
    • The best growth hacks no one wants you to know
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  • Marketing Automation Systems
  • A common systems that I would NOT recommend for new SaaS are:
  1. Acquisition: Gaining SaaS Users
  2. Marketing Automation in SaaS

Marketing Automation Systems

PreviousLead Scoring, Tagging, & TriggersNextLifetime Deals

Last updated 6 years ago

Marketing Automation Systems

At the time of writing, recommended systems used to set up these automated emails, manage lists, manage the automations and triggers, etc. are:

These days, there are hundreds of great systems out there for this kind of thing, so pick your poison. I like Drip.com a lot right now, but my team is constantly working with new systems. It’s probably that I don’t like spend money if I don’t have to. What’s working well for us now is a mixture of Drip.com as the email automation system, paired with Pipedrive and a set of zaps from Zapier. We integrate all these systems into Slack so the team can see what’s going on all the time.

A common systems that I would NOT recommend for new SaaS are:

  • - Can be very, very effective. But if you are just getting started, it is often too expensive.

  • - This system is too simple for the kinds of marketing automation that you need in SaaS systems. Don’t get me wrong, I like Mailchimp and I used to be literally one floor above them in my old office, but outside of using Mandrill, a MailChimp service, for transactional emails, Mailchimp is a bit too simple for what you’ll need for a SaaS system.

Drip.com
Convertkit.com
Activecampaign.com
Marketo.com
Infusionsoft.com
Mailchimp.com