Because the group supervisor at G2, I’m all the time impressed by the insights shared by our vibrant group of superusers—the G2 Icons.

To dig deeper into how entrepreneurs streamline their workflows, I reached out to those trade consultants to be taught concerning the advertising and marketing automation instruments they swear by. Their suggestions are filled with actionable insights, real-life use instances, and a wealth of experience that can assist you discover the right instrument for your small business.

Whereas a few of these instruments are standard on G2, some are hidden gems that our superuser, G2 Icons, have shared with me. 

1. HubSpot

Three professionals, three views, one conclusion: HubSpot is the go-to advertising and marketing automation instrument. Right here’s what Vitaliy Verbitskiy (head of selling), Charlotte Maughan (senior consumer success operations supervisor), and Henry Alexander Nejako (gross sales consultant) should say.

Why HubSpot stands out

HubSpot excels in offering an entire buyer relationship administration (CRM) answer for advertising and marketing groups. Its seamless integrations with instruments like Slack and Salesforce make it perfect for organizations seeking to unify their workflows.

• Automation options:
  • “HubSpot’s monitoring, attribution, and reporting capabilities make it invaluable,” says Vitaliy.
  • “I can automate e mail mailing lists for brand new onboarded customers, schedule sends, and monitor metrics,” Charlotte shares.
  • “Workflows, lists, and imports are really easy to arrange,” Henry provides.
• Integrations: Its capability to combine with virtually any instrument is a main win. It really works seamlessly with Jira, Confluence, Slack, Salesforce, Nexmo, and Shopify.
• Particular use case: Trusted for managing advertising and marketing groups, contact administration, and gross sales outreach. Vitaliy highlighted its effectiveness in managing advanced groups and processes.
• Consumer friendliness: Universally praised for its intuitive interface and easy setup course of.
• Reporting: Simple-to-capture analytics that gives deep insights for resolution making.
• Workflow impression: “HubSpot is one of the best I’ve used for central analytics, attribution, and managing advertising and marketing motions,” says Vitaliy.

G2 Ranking: 4.5/5 (10,000+ evaluations)

2. Social Bee

Brian Sikorski, a enterprise proprietor who’s relied on G2 since 2023, shares why SocialBee is their go-to instrument for simplifying and scaling their advertising and marketing efforts.

Why Social Bee stands out

Social Bee is ideal for small companies and social media managers who want environment friendly scheduling and content material planning.

• Automation options: “I like how I can create brand-specific queues, set expiration dates, and use the Social Media Copilot for technique technology,” Brian notes.
• Integrations: Constantly increasing integration choices to streamline workflows.
• Particular use case: Very best for advertising and marketing planning, scheduling, and viewers engagement.
• Consumer friendliness: Easy to navigate, with an excellent help group.
• Reporting: Sturdy reporting capabilities with out charging further for superior options.
• Workflow impression: “Social Bee is my secret weapon. It saves me time on scheduling, writing, and viewers administration,” Brian says.

G2 Ranking: 4.7/5 (400+ evaluations)

3. Bika.ai

Luca Piccinotti, a CEO, CTO, and an energetic G2 reviewer, shares how Bika.ai helps them keep constant and efficient with their advertising and marketing efforts.

Why Bika.ai stands out

Bika.ai is the go-to selection for superior customers who need full management over automation by means of APIs and AI-powered workflows.

• Automation options: “There are actually no limits! From knowledge entry to CRM administration and API-based workflows, Bika.ai can do all of it,” says Luca.
• Integrations: There are not any massive limits, additionally as a result of typically, in a “technically deep” use case, native integrations will not be all the time used, and the massive job is finished by means of APIs, webhooks, and so on.
• Particular use case: Centralizes CRM, e mail, and knowledge administration, lowering the necessity for a number of instruments.
• Consumer friendliness: Requires some technical expertise however affords immense energy for superior customers.
• Reporting: Customizable studies tailor-made to particular workflows.
• Workflow impression: “The innovation lies in integrating automation and AI, simplifying the design and implementation course of,” Luca shares.

G2 Ranking: Solely 2 evaluations on G2 (however rising)

4. Pabbly Join

Ankit Jaitly, an Search engine optimisation Marketing consultant who has trusted G2 since 2022, explains why SocialBee is the final word answer for simplifying advertising and marketing automation.

Why Pabbly Join stands out

Pabbly Join is a cheap various for workflow automation, particularly for companies managing advanced integrations that need to join apps and companies. 

• Automation options: “Free inside duties and help for over 2,000+ apps make it a no brainer,” says Ankit.
• Integrations: Constantly provides new apps and instruments, making it extremely versatile.
• Particular use case: Automates notifications, follow-ups, knowledge transfers, and even enterprise tax submitting.
• Consumer friendliness: Intensive tutorials, energetic communities, and boards guarantee a clean studying curve.
• Reporting: Optimizes processes whereas saving prices in comparison with rivals.
• Workflow impression: “Pabbly has matured a lot in recent times that I can’t even look again at Zapier anymore,” Ankit shares.

G2 Ranking: 4.2/5 (primarily based of 12 evaluations)

5. Simplified

What makes Simplified a well-liked selection? Sheeba Thomas, an skilled digital advertising and marketing supervisor, and G2 consumer, offers their tackle the platform.

Why Simplified stands out

Simplified shines as a complete content material creation instrument, streamlining duties for entrepreneurs targeted on Search engine optimisation and social media administration.

• Automation options: “It’s unbelievable for producing and publishing content material like blogs, social media posts, and emails,” Sheeba notes.
• Integrations: Works easily with social media platforms and content material administration instruments.
• Particular use case: Generates Search engine optimisation-optimized content material, lowering errors and saving time.
• Consumer friendliness: Gives a transparent and intuitive UI with complete guides and FAQs.
• Reporting: Offers actionable insights and key efficiency indicators (KPIs) for simple evaluation.
• Workflow impression: “Simplified has streamlined my B2B advertising and marketing by consolidating a number of duties into one platform,” says Sheeba.

G2 Ranking: 4.2/5 (4950+ evaluations)

6. Intercom

MaryAnn Kerubo, the top of onboarding, has been utilizing G2 since 2024. Let’s check out what they should say about Intercom and the way it suits into their workflow.

Why Intercom stands out

Intercom stands out for its sturdy buyer engagement options, making it invaluable for groups managing onboarding and retention.

• Automation options: “Intercom’s product excursions, reside chat, and e mail drips make it a standout instrument for engagement and retention,” MaryAnn says.
• Integrations: Performs nicely with Slack, HubSpot, Calendly, and FullStory.
• Particular use case: Allows efficient consumer onboarding, engagement monitoring, and help ticket decision.
• Consumer friendliness: Intuitive and simple to be taught, with useful help.
• Reporting: Offers insights that enhance consumer retention and satisfaction.
• Workflow impression: “Intercom has enhanced my capability to onboard customers and collaborate with my distant group effectively,” MaryAnn shares.

G2 Ranking: 4.5/5 (3,339+ evaluations)

Wrapping it up

After listening to from our G2 Icons, it’s clear that advertising and marketing automation instruments are game-changers for streamlining workflows, enhancing engagement, and boosting productiveness. Whether or not you are searching for a CRM powerhouse like HubSpot, a social media scheduling instrument like Social Bee, or an AI-powered automation instrument like Bika.ai, there’s an answer for each advertising and marketing want.

For these targeted on buyer engagement, Intercom stands out as a wonderful selection. If affordability and workflow automation are your priorities, Pabbly Join is a must-consider. And for content material creators, Simplified gives a seamless option to handle content material throughout platforms.

Every instrument on this checklist was chosen by trade professionals who use them every day, and their insights spotlight the ability of the precise advertising and marketing stack. 

Now it’s your flip — if you happen to’ve used any of those instruments or have one other favourite, take into account sharing your expertise by leaving a overview on G2. Your suggestions helps our group develop and make higher choices.