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SAS Customer Intelligence 360 is a multichannel marketing hub for the modern marketing organization. Offering a suite comprised of modular components (SAS 360 Engage, SAS 360 Discover, SAS 360 Plan, and SAS 360 Match) SAS Customer Intelligence 360 combines...Read more about SAS Customer Intelligence 360
Jira Software is a business process management tool used by agile teams to plan, track and release software. Jira Software supports Scrum, Kanban, a hybrid model or another unique workflow. Jira enables users to create project roadmaps to map out all proj...Read more about Jira
Built for media planners and media buyers, Bionic is the only fully-integrated, omnichannel media planning software + media buying software that delivers: * perfect media plans, * beautiful flowcharts, * online RFPs and IOs, * flawless trafficking, * d...Read more about Bionic Media Planning Software
Mediatool is a cloud-based marketing management platform built to give brands and agencies an overview and real-time control of their campaign activity. Using Mediatool, you can manage your ad campaigns from start to finish, including data collection, cre...Read more about Mediatool
Planful for Marketing is a marketing planning solution that helps businesses manage and track marketing goals, campaigns, budgets and overall returns on investment (ROI) from a centralized platform. It enables marketing professionals to create and assign c...Read more about Planful for Marketing
Smstools is an SMS marketing solution that helps businesses of all sizes send targeted and personalized messages, share various notifications with customers, set up auto-responders and more. Key features include text-to-speech voice messages, a virtual mob...Read more about Smstools
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Confluence is a project management solution that enables organizations to create, collaborate, organize and review project documents. The system offers both cloud-based and on-premise deployment. Confluence’s editor feature allows employees to create ...Read more about Confluence
GanttPRO is a cloud-based project management solution for small to midsize companies, as well as individual users. The software offers Gantt charts, scheduling, progress tracking and more. GanttPRO enables managers to schedule projects using a visual ...Read more about GanttPRO
Miro is a visual workspace for innovation that enables distributed teams of any size to dream, design, and build the future together. Miro enables distributed teams to come together to synthesize information, clarify complex ideas, and make decisions fast...Read more about Miro
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. Across every industry, leading enterprises trust Airtable to power workflows in product management, marketing operations, p...Read more about Airtable
ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Features include communication and collaboration tools, task assignments and statuses, alerts and a task toolbar. Users can assign ...Read more about ClickUp
Paymo is a work and project management software for small teams of up to 20 people. This solution supports remote work and offers project planning, resource scheduling, team collaboration, file proofing, time tracking, and project invoicing within a single...Read more about Paymo
Workzone is a project management solution that offers document management, project collaboration, customizable reporting, resource and task management and time tracking. The software is cloud-based and offers automated emailed reports with up to date proje...Read more about Workzone
GoodDay is a cloud-based project management solution that caters to businesses of all sizes across various industries. Features include idea management, resource management, milestone tracking, Kanban boards, Gantt charts and more. GoodDay’s business ...Read more about GoodDay
Stackby is a task management solution designed to help businesses create or automate workflows, collaborate with team members and organize operations using spreadsheets, built-in integrations, templates and more. Supervisors can build custom forms with dro...Read more about Stackby
monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize, manage, and execute their work more effectively. The platform offers solutions for a wide range of use-cases such as marketing, sales, oper...Read more about monday.com
Flipdish is an all-in-one POS and restaurant management system powering thousands of restaurants and takeaways around the world. Make life easier by streamlining operations with an intuitive kitchen display system, inventory management, powerful reporting...Read more about Flipdish
Narrato is a platform for content marketing teams for content creation, planning, collaboration & project management platform. Narrato helps content creators and teams boost productivity, enhance process visibility and create high quality, optimized conte...Read more about Narrato Workspace
Filestage is a cloud-based solution that enables organizations to share, review and approve files and content via a unified portal. The platform lets organizations invite multiple reviewers, track file versions, and establish custom workflows to route file...Read more about Filestage
Bordio is a new project management solution designed to optimize team productivity and streamline project workflows. Here you can create projects, schedule tasks, and collaborate with team members and external partners. The unique feature of Bordio is a w...Read more about Bordio
We designed Gain to fix all your marketing and social media approval pains. Stop wasting time following up on clients, tracking down the latest version of an asset, and being the messenger between creatives and your clients. Gain moves your work from perso...Read more about Gain
Dreamdata is a cloud-based platform for marketing and revenue attribution. The solution allows businesses to track and analyze how certain activities are impacting revenue, how individual channels are performing and what is driving ROI. With Dreamdata, bus...Read more about Dreamdata
StoryChief is a marketing platform that helps businesses create, plan, approve and publish campaign content across various channels. It includes a data management module, which lets marketers create content lists with relevant information based on defined ...Read more about StoryChief
Ummense is an intelligent tool designed to facilitate the management of teams, projects, and processes, resulting in enhanced agility and efficiency. Within the platform, all the necessary information for the team is centralized in a single location. This...Read more about Ummense
Lebesgue is an AI CMO solution built specifically for Shopify stores that are looking to boost their digital marketing efforts, and stay updated on every aspect of their Shopify store. Using Lebesgue businesses are able to spot critical advertising mistak...Read more about Lebesgue
Software Advice uses reviews from real software users to highlight the top-rated Marketing Planning products in North America.
Learn how products are chosen“Usability” includes user ratings for Functionality and Ease of Use.
“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.
Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.
This detailed guide will help you find and buy the right marketing planning software for you and your business.
Last Updated on March 16, 2023While marketing planning software has often been too expensive for many businesses, these days, new software offerings at every price point are giving enterprise-level capabilities to small and midsize businesses.
Marketing planning software makes it easier to understand your business' audience, create targeted marketing campaigns, and monitor their effectiveness.
There are many factors and features to consider when choosing the best software for your marketing team. This guide will help you understand the options available to your business.
Here’s what we’ll cover:
Marketing planning software gives companies the tools to plan, track, and even predict marketing campaign success. All of these features are available to your entire team in cloud applications that are accessible from anywhere. Collaborative tools allow analysts, creative designers, project managers, and other team members to work together with access to shared data. Companies can also set budgets, define goals, and measure progress with greater accuracy and ease.
While features vary from product to product, marketing planning software typically offers some or all of the following functionality:
Collaboration | Work on a project with other stakeholders using shared information in real time. Coordinate schedules and project milestones using calendars, conversation tools, and more. |
Marketing calendar | Schedule upcoming campaigns and marketing communication using advanced calendar tools. Analyze past campaigns for audience data and cost effectiveness. |
Goal setting and tracking | Define your business objectives and marketing goals, and then track progress over time. |
Budgeting and forecasting | Estimate the cost of future marketing campaigns. Set, track, and modify budgets based on real-time marketing analytics. |
Media planning | Assign teams and budgets by advertising channel and promotional vendor. |
Presentation tools | Share creative assets across teams. Create workflows to gather internal feedback and authorize publication. |
Predictive analysis | Apply statistical analysis and machine learning principles to predict campaign effectiveness and return on investment (ROI). |
Before purchasing marketing planning software, you should define your company's primary marketing strategy. The type of marketing you do will determine the solution that best supports your business objectives.
Outbound marketing
Outbound marketers should consider tools that track ad click-through rates (CTRs) and newsletter engagement. These features help outbound marketers get the most from tools such as search engine advertising, website ads, and email marketing targeting lists of leads.
Inbound marketing
Inbound marketers should consider solutions that support website analytics and other search engine optimization (SEO) factors. These features help inbound marketers evaluate their blogs, websites, and social media. Lead nurturing, such as drip marketing, is one way inbound marketers draw customers toward a purchase decision.
Social media marketing
Marketers who rely on social media channels to connect with customers should look for applications that can monitor conversations, track the source of inbound leads, and ultimately measure the success of social media campaigns. Many social media marketing platforms provide limited marketing automation tools, while advanced social intelligence is usually reserved for best-of-breed solutions.
Here are a few things to remember when selecting the right software for your marketing team.
Focus on the essentials: Beware of choosing software that offers many features but ultimately lacks the essential functions you need to support your established processes. Look for software that covers your essentials needs and can grow with your business.
Confirm all necessary integrations: Whenever you adopt new software, it's important to ensure it integrates with your existing systems and data. For example, some marketing software offers native integration with customer resource management (CRM) software and related platforms. Without native integration, developers may need to spend time making your software platforms compatible with each other.
Consider the learning curve: Learning to use new software takes effort. Look for intuitive software options that have plenty of tutorials and self-service documentation. Online tech support is sometimes only available in higher-tier packages.
Data visualization helps marketers understand complicated metrics. As smaller companies gain access to big data, the information can feel overwhelming. Data visualization helps teams make sense of abstract analytics and spot opportunities. Ultimately, data visualization tools help companies spend money and time more efficiently.
Artificial intelligence (AI) is making sense of complex data. AI can often find important details in data much faster than humans can. AI is still considered an advanced software feature, and companies may pay a premium to get it. This reality is changing, however, and software that doesn't invest in AI is widely expected to fall behind in the coming years.