Commentary

Stacking Up B2B Automation: Most Firms Claim At Least Some Proficiency

B2B brands are at least reasonably proficient at automation, judging by the State of B2B Marketing Automation, a study from Act-On, conducted in partnership with Ascend2. 

Of the companies polled, 34% rate themselves as very successful at automation, and 62% as somewhat so. Only 4% say they are unsuccessful.  

And brands are increasing their marketing automation budgets — 19% significantly and 56% moderately — for a total of 75%. 

How far have they gotten with automation? They say they are:

  • Partially automated — 49% 
  • Mostly automated — 40%
  • Fully automated — 11% 

Yet they face many challenges:  

  • Creating an overall strategy — 51%
  • Collecting quality data — 49% 
  • Allocating budget and resources — 43%
  • Integrating technologies/data — 42%
  • Building effective customer/buying journeys — 41% 
  • Identifying better metrics to gauge success — 34%

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Email tops the uses of B2B marketing automation:

  • Email marketing — 57% 
  • Social media management — 47% 
  • Content management — 39% 
  • Paid ads — 34% 
  • SMS marketing — 33% 
  • Landing pages — 30%
  • Live chat — 29%
  • Campaign tracking — 29%
  • Workflows/visualization — 25% 
  • Account-based marketing — 29%
  • Sales funnel communications — 23% 
  • SEO efforts — 23% 
  • Dynamic web forms — 21% 
  • Push notifications — 19% 
  • Lead scoring — 17%

These are their primary goals for the year ahead: 

- Improve data quality — 44%

- Identify your ideal customers (or best prospects) — 41%

- Increase personalization — 38% 

- Decrease costs — 35%

- Create or optimize overall strategy — 33% 

- Integrate technologies/data — 29%

- Increase automation across the customer journey — 29% 

- Identify better metrics to gauge success — 22% 

B2B companies are also using AI for:

  • Targeting audiences — 43%
  • Analytics and reporting — 41% 
  • Personalization — 36% 
  • Email marketing — 35% 
  • Content creation — 35%
  • Customer service — 29%
  • Lead generation and qualification — 37% 

Meanwhile, 33% strongly agree that automation helps them build effective customer journeys, while 59% somewhat agree, and 49% strongly disagree. 

Act-On and Ascend2 surveyed 207 B2B marketing professionals across various industries. Of these, 44% are at the C-level/executive level, 43% are VP/director/manager level, and 13% are at the non-management level. 

 

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