When handling a new campaign, one of the first things you should do is establish a clear marketing workflow to help you manage tasks more effectively. But, as your team grows and you gain more and more campaigns, it can become harder to keep track of their different progress and performance. This is where marketing workflow software comes in.
In today’s article, we’ll discuss everything you need to know about marketing workflow software and share our top recommendations for 2024.
Let’s get started!
What is Marketing Workflow Software?
Marketing workflow software is a tool that simplifies and automates tasks in marketing campaigns. With the right system, your team can achieve more consistent performance and better results, making it an essential tool in your marketing strategy.
Examples of Marketing Workflows
If you’re unsure of how your team can use marketing workflow software, here are some marketing automation examples you can benefit from:
- Email marketing workflow
- Social media workflow
- Content creation workflow
What Should You Look For in Marketing Workflow Software?
When choosing the best marketing workflow software for your team, we recommend looking for one with automation, collaboration, and management features.
Let’s discuss this in further detail.
#1. Marketing Automation
Automating workflow will help boost your team’s efficiency and performance. But instead of using separate marketing automation software, you can choose marketing workflow software with this feature already integrated.
Suppose you are trying to schedule an Instagram post about an upcoming product launch. With marketing automation, there is no need to assign the task to the next team in charge manually. This can help save valuable time, ensure consistency, and allow your team to focus on other tasks.
#2. Integration Options
From content creation and email marketing to social media scheduling, your team is likely already using a variety of tools in their daily tasks. Since you’ll be adding one more platform to that pile, consider choosing marketing workflow software that has integration options to connect with your existing tools and systems.
By doing so, you can streamline your team’s workflow and foster collaboration. Other software even comes with built-in features that can replace some of your existing tools, such as for publishing content.
#3. Team Collaboration
An effective marketing workflow software should make it easy for your team to collaborate on different tasks. Some great features to look for are:
- File sharing
- Task commenting
- Collaborative workspaces
- Real-time feedback exchange
These features will help your team stay aligned on tasks and deadlines, which can reduce the risk of errors and boost overall productivity.
#4. Task Management
Comprehensive task management features are a must for any marketing workflow software. Consider looking for a system with features like deadline setting, customizable tasks, and progress tracking that allow you to oversee projects more efficiently.
By being able to organize and delegate tasks more effectively across your team, you can optimize your marketing strategy, meet more deadlines, and achieve better results.
#5. Campaign Management
Campaign management would be a breeze with the right marketing workflow software. You’ll be able to plan and analyze the progress of campaigns to improve your strategy and reach your target audience.
Other software also has features like audience segmentation and detailed performance insights, which can help you determine which campaigns are performing well and which ones need more focus.
Top 11 Marketing Workflow Software to Use in 2024
In line with the features we discussed, we’ve created a list of the top marketing workflow software platforms to try in 2024. Each of these has its own pros and cons, and ultimately, the decision will depend on your goals, budget, and how helpful the software can be for your team.
With that said, let’s take a look at the top 10 tools that can improve your marketing workflow process in 2024.
#1. Publer
Trusted by more than 310,000+ social media managers, marketing agencies, and global brands, Publer is the best marketing workflow software for content and social media automation.
Our tool is packed with features to streamline your social media workflow. For instance, you can leverage our AI Assist and Canva integration to improve content creation efficiency and utilize our various scheduling options to optimize content distribution.
With a dedicated workspace for each project, staying organized is also easier than ever. You can add and manage multiple social media accounts in one workspace and invite clients to oversee projects with the management capabilities that you set.
Each social media post goes through two-layered approvals to ensure that all the content is properly optimized and aligned with the client’s goals.
Our platform also comes with a robust set of features to boost your social media strategy. You can use our competitor analysis tool to bridge the gap between you and the competition, while our analytics feature can help you monitor content performance and refine your strategy over time.
Publer has a free plan and two paid subscription plans.
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#2. Trello
Trello is a marketing workflow software that comes with powerful features. While it lacks the more flashy capabilities of the other software on this list, it’s highly popular among marketers for its intuitive design, simple interface, and great collaboration features.
However, its straightforward design can make it inadequate for larger teams, and its free plan comes with limited capabilities and no automation.
Aside from the free plan, Trello offers three paid subscriptions. But if you subscribe to their paid plans, you can access some premium features.
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#3. AirTable
Airtable is a powerful marketing workflow software platform that can simplify the way you manage tasks. Its versatility makes it ideal for marketing teams of all sizes, while its simple, spreadsheet-like appearance makes it easy to use and understand.
This tool can help you organize projects more effectively and allow teams to collaborate on different tasks easily. However, it can be difficult to onboard clients to the platform, and it can have a slight learning curve for new users.
Airtable offers a free plan and three paid packages. They also have an Airtable AI feature that you can add to any plan for $6/month per seat.
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#4. Asana
Asana is an impressive project management tool that’s perfect for large teams looking for workflow software to streamline their marketing program workflow. This platform is packed with features that can help you plan and execute campaigns more efficiently and collaborate with different teams on multiple projects.
Aside from that, Asana has a simple interface that makes it easier to track tasks and campaign progress. The only downside is that it only allows you to assign one person to each task.
Asana has a great free plan that comes with a wide range of features and supports up to 10 users. Meanwhile, bigger organizations and enterprises can choose from their two paid subscriptions.
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Aside from supporting a larger number of users, their Advanced plan also comes with other features like advanced reporting, better security, and more task automation capabilities.
#5. Monday
Monday is a versatile project management tool with marketing workflow software capabilities. With its user-friendly design and excellent collaboration features, it’s a great choice for mid-sized and remote teams that need seamless correspondence.
It boasts a capable dashboard that allows different teams to plan and manage campaigns easily for a more streamlined workflow and better productivity. For a smaller team, however, all these extra features may be unnecessary.
Monday has one free version and four paid plans.
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#6. Wrike
Wrike is a project management tool that comes with excellent marketing workflow software features. This platform can help improve your marketing workflow management by providing a collaborative space where different teams can work on tasks and campaigns.
This will significantly boost productivity and allow you to meet deadlines more effectively. That said, despite its versatility and convenience, Wrike can lack proper customer support functions.
Aside from a free plan, Wrike also has four paid plans and offers a free 14-day trial for each one.
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#7. Marketo
Marketo is Adobe’s marketing workflow software that boasts fantastic features for multichannel marketing campaigns. It comes with email marketing and lead management capabilities to improve your team’s efficiency and productivity.
That said, because it’s part of Adobe, Marketo can be highly intimidating for new users, and smaller teams may not be able to utilize all its features in their workflow. Its reporting feature can also use some improvements.
Marketo’s pricing isn’t readily available and needs to be requested, but they offer four paid plans.
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Prime plans come with unlimited interactive webinars, while Ultimate plans come with Marketo Measure. You can access more features on lower-tiered plans at an additional price.
#8. Hootsuite
Most reviews for Hootsuite will showcase its capabilities as a social media scheduling tool, but it also offers several marketing workflow software features that can improve social media workflows and approvals. It also has excellent integration features and built-in AI tools.
One downside, however, is that it lacks features for team collaboration and project management. Given its hefty price, it may not be suitable for smaller businesses, so you might want to consider some alternatives.
Hootsuite doesn’t offer a free plan, but it has a free 30-day trial on all paid plans.
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#9. ClickUp
ClickUp is a fantastic management platform that comes with great marketing workflow and collaboration features. With this tool, you can easily plan, execute, and manage multiple marketing campaigns and connect different tasks for a more efficient workflow.
You can also track each task’s workflow analytics and schedule reminders to keep all team members aligned. Because of these features, it’s not surprising that ClickUp is one of the top SAAS tools for startups.
However, because it isn’t solely marketing workflow software, its other features can make it more intimidating for some users, and its free plan can be quite limited.
ClickUp has a free plan and three paid plans.
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#10. Teamwork
Teamwork is a complete project management and marketing workflow software that automates workflow processes for improved efficiency. You can manage different team members’ workloads and delegate tasks more effectively to meet client expectations. Clients can also have limited access to your workspace, so they can easily oversee campaign progress.
However, Teamwork is more project-focused and may lack some native marketing tools. It also doesn’t update in real-time, which can make it difficult to track task progress.
Teamwork has a decent but limited free plan and three paid plans.
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#11. HubSpot
HubSpot is more commonly used as a CRM, but with its Marketing Hub, it can also function as a marketing workflow software. If your team is already using HubSpot for marketing campaigns, you’ll love its easy integrations and seamless email marketing workflow features.
That said, marketing teams that use a different CRM system may find HubSpot lacking as workflow software, as it mainly focuses on marketing and email aspects.
HubSpot has a free plan and three paid subscriptions.
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5+ Key Benefits of Using Marketing Workflow Software
From boosting efficiency and productivity to improving collaborations, the right marketing workflow software can be a game changer for your marketing team.
Let’s go over some of the key benefits of good marketing workflow software.
#1. Improved Productivity
The use of different tools like AI and marketing workflow software can help marketing teams streamline their workflow. With automated task management, content approvals, and customizable tasks, your team can minimize the time spent on manual tasks and finish their tasks more effectively.
Collaborative project dashboards and a centralized workspace also make it easier to manage and oversee different campaigns so you can achieve better outcomes.
#2. Simplified Asset Sharing
A marketing workflow software can simplify the exchange and management of different assets, such as images, documents, and other materials. When sharing these through email, it can be difficult to keep track of what assets have been shared and with whom.
Instead of manually looking for each asset every time, you can upload them to the built-in asset library of your marketing workflow software, where team members can access them at any time. This can improve collaboration and reduce the time spent looking for files, which will boost efficiency.
#3. Better Collaboration & Communication
Remote teams will greatly benefit from the collaborative features of marketing workflow software. These allow for seamless communication and feedback exchange among team members, which can help them solve problems and execute campaigns more effectively.
All members can also keep track of task progress and deadlines in real-time, which promotes accountability and improves your team’s workflow.
#4. Increased ROI on Marketing Activities
By using marketing workflow software to streamline processes and optimize workflow, you can maximize the return on investment in your marketing activities. Since your team is able to work more efficiently, this can lead to better resource allocation and cost savings in the long run.
#5. Streamlined Task and Project Management
From task assignments and deadline tracking to progress monitoring, marketing workflow software platforms are equipped with various features to simplify campaign management.
You can assign tasks to specific team members, and as the project progresses, they will receive automated reminders and notifications to improve collaboration. You’ll also be able to monitor this progress on one dashboard, identify potential bottlenecks, and make the necessary adjustments to avoid them.
#6. Access to Advanced Analytics
Marketing workflow software often comes with features that give advanced analytics and insights into each campaign’s performance. By analyzing these metrics, you can determine what works and what doesn’t and then use this to optimize your strategy and improve campaign outcomes.
Key Takeaways
- Marketing workflow software is a handy tool that automates the different processes involved in marketing campaigns.
- Some key features to look for in marketing workflow software include marketing automation, team collaboration, campaign and task management, and seamless integration.
- Among our 11 marketing workflow software recommendations, Publer, Trello, and Airtable take the top three spots for their flexibility, ease of use, and impressive features.
- Marketing workflow software can improve productivity and collaboration and lead to higher ROI on marketing activities. These also have features that allow simplified asset sharing, streamlined campaign management, and access to advanced analytics.
Ervin Kalemi
