10 Tips on How to Choose the Best Omnichannel Marketing Platform
Written by
Zaid Hashmi
Zaid Hashmi

Subscribe for updates

10 Tips on How to Choose the Best Omnichannel Marketing Platform

Published : July 18, 2023 | Updated : January 2, 2024

Omnichannel marketing is the latest buzzword that’s making waves in the marketing industry. You’ve probably come across this term quite a bit, and it’s natural to feel a little curious about what it actually entails amidst all the industry jargon.

In essence, omnichannel marketing automation focuses on orchestrating a unified and smooth customer engagement across diverse platforms.

It’s about breaking down the barriers between different marketing channels and leveraging automation to deliver a consistent message and experience to your audience.

The conventional model, characterized by isolated marketing avenues – be it email, social media, mobile apps, SMS, RCS, or even tangible touchpoints – is evolving.

Today’s customer engagement platform, powered by omnichannel marketing automation, synergizes these diverse channels.

The goal is to ensure that your customers receive a cohesive and personalized experience, regardless of how they interact with your brand.

omni-channel marketing examples - Netcore Cloud

Using the capabilities of robust customer engagement software, you can streamline multiple marketing functionalities. These include customer segmentation, personalized messaging, and targeted campaigns.

This not only saves you time and resources but also allows you to deliver the right message to the right person at the right time.

So, think of omnichannel marketing automation as a game-changer in the way you connect with your audience. It’s about providing a seamless and unified experience across channels, leveraging automation to deliver personalized and timely messages.

Say goodbye to fragmented marketing efforts and hello to a holistic and captivating customer engagement solution.

Why is Omnichannel marketing automation important for your business?

Research from HubSpot indicates that it takes about 6 to 7 touchpoints (and sometimes even up to 8) for a customer to feel confident enough to make a purchase. But what if these touchpoints lead them in different directions or distract them from the main goal? It could end up costing you the deal.

That’s where consistency becomes crucial in nurturing your prospects and converting them into paying customers. And that’s exactly what omnichannel marketing is all about.

importance of omni channel marketing - Netcore Cloud

Omnichannel marketing is like a turbocharged multichannel sales approach. It orchestrates numerous marketing initiatives across diverse channels, ensuring they’re harmoniously integrated to deliver a cohesive customer engagement solution.

This means that your customers can enjoy an immersive, personalized, and consistent experience, regardless of their preferences, the platforms they prefer, or where they are in their customer journey.

1. Enhanced Customer Experience

When you implement an omnichannel approach, you ensure that your customers receive a consistent and seamless brand experience across different channels. This fosters trust and loyalty, making them feel connected to your brand at every interaction.

Thanks to a customer engagement platform like Netcore, your customers can effortlessly move from one channel to another without any disruption. They receive personalized and relevant messages tailored to their preferences, creating a truly personalized experience.

2. Increased Engagement

By leveraging multiple channels such as email, SMS, and social media, you can effectively reach your customers where they prefer to engage.

This allows you to connect with them on their preferred platforms, increasing the chances of capturing their attention and deepening customer engagement.

With omnichannel automation, you can deliver timely and targeted communication to your customers. This means that your messages reach them at the right moment, increasing engagement rates and making your campaigns more effective.

omni channel marketing automation - Netcore Cloud

3. Personalization at Scale

An omnichannel marketing automation platform empowers your business to collect and unify customer data from various touchpoints. This gives you a holistic understanding of each customer, allowing you to create highly personalized campaigns that resonate with their unique preferences and behaviors.

With personalized campaigns, you can deliver tailored messages that make your customers feel understood and valued.

This level of personalization enhances the overall customer experience and strengthens their connection with your brand.

4. Improved Marketing Efficiency

By centralizing campaign management and automation within a single customer engagement platform, you streamline your workflows and reduce manual effort. This saves you time and resources that can be better utilized for other important tasks.

Automation features like email scheduling, audience segmentation, and campaign tracking simplify your marketing processes. This frees up your team to focus on strategy and creative aspects, leading to improved marketing efficiency and productivity.

5. Data-Driven Insights

An effective omnichannel platform provides you with comprehensive analytics and reporting capabilities. This means you can gain valuable insights into customer behavior, campaign performance, and channel effectiveness.

data driven marketing insights - Netcore Cloud

With data-driven insights, you can make informed decisions and optimize your marketing strategies. You’ll have a clear understanding of what works and what doesn’t, allowing you to refine your campaigns and drive better results.

6. Seamless Integration

When selecting an omnichannel marketing automation platform, it’s important to choose one that seamlessly integrates with your existing marketing technology stack. This ensures a smooth and unified customer experience across all channels.

Integration with CRM systems, e-commerce platforms, and customer data platforms enables seamless data flow and enhances your campaign execution, guaranteeing a consistent and unified customer engagement solution across every channel.

7. Scalability

Opt for a customer engagement platform that can scale with your business as it grows. This ensures that the platform can handle increasing data volumes, accommodate expanding customer bases, and adapt to evolving campaign complexities. You won’t have to worry about outgrowing your marketing automation solution.

8. Automation Capabilities

A robust omnichannel marketing automation platform offers a range of automation capabilities. This includes features like email marketing automation, SMS marketing automation, and social media automation.

These features enable you to automate various tasks and processes, such as drip campaigns, triggered messaging, A/B testing, and personalization options.

9. Channel Diversity

Evaluate the customer engagement platform’s capabilities to engage customers through various channels such as email, SMS, mobile push notifications, social media, and web notifications. By leveraging diverse channels, you can expand your reach and create more opportunities for customer engagement.

10. Customer Support and Training

Factor in the customer support and training that comes alongside the customer engagement solution. Look for comprehensive documentation, onboarding assistance, and responsive customer support to ensure smooth implementation and ongoing success.

Having reliable support and training resources available can make a significant difference in your experience with the platform.

Multichannel vs cross-channel vs omnichannel marketing – What’s the difference?

You might have come across terms like multichannel, cross-channel, and omnichannel marketing, and they can sound pretty similar and confusing.

But here’s the thing: they actually have distinct differences and serve different purposes. In fact, one of them stands out as more impactful than the others.

difference between multi channel and omni channel marketing - Netcore Cloud

1. Multichannel Marketing

This approach involves using multiple channels to reach and engage with customers. Each channel operates independently, and the focus is on having a presence across various platforms such as email, social media, websites, and physical stores.

However, the channels may not necessarily be integrated, resulting in fragmented customer experiences. Customers may receive different messages or offers depending on the channel they interact with.

2. Cross-Channel Marketing

Cross-channel marketing takes things a step further by integrating channels to provide a more cohesive customer experience. The emphasis is on creating a seamless transition as customers move between channels.

For example, a customer may start their interaction with a brand on social media, then continue browsing the website, and eventually make a purchase in-store. The goal is to maintain consistency and continuity across channels, ensuring a unified brand experience.

3. Omnichannel Marketing

Omnichannel marketing represents the most advanced and customer-centric approach. It aims to provide a truly integrated and personalized experience across all channels.

The focus is on creating a seamless and cohesive journey for customers, regardless of the channel or device they use. The key difference is that in an omnichannel strategy, all channels are connected and work together harmoniously, sharing data and insights to deliver a consistent and personalized experience at every touchpoint.

What is an omnichannel marketing platform?

It’s a powerful software solution designed to help businesses orchestrate and automate their marketing campaigns across various channels while ensuring a consistent and delightful customer experience.

Think of an omnichannel marketing platform as your marketing command center. Such customer engagement software acts as the nucleus of your marketing efforts, amalgamating channels like emails, SMS, social platforms, and mobile apps under one umbrella.

This means you can create, manage, and automate campaigns across these channels, all from a single place.

what is an omni channel marketing - Netcore Cloud

Features of an omnichannel marketing platform

At the heart of an omnichannel marketing automation platform lies automation. It’s like having a marketing assistant that takes care of repetitive tasks for you.

With automation, you can set up workflows, triggers, and actions based on customer behaviors, preferences, or specific events. This saves you time and effort, allowing you to focus on creating impactful campaigns.

One of the superpowers of omnichannel marketing automation platforms is their ability to integrate and consolidate customer data.

They can gather and unify data from different sources like CRM systems, e-commerce platforms, and other customer engagement solutions.

By having a holistic view of your customers, you can gain valuable insights into their behavior, preferences, purchase history, and engagement patterns.

You can tailor messages, create dynamic content, and even recommend personalized offers based on individual customer preferences. This level of personalization helps you forge stronger connections with your customers and boost engagement.

And that’s not all.

Omnichannel marketing automation platforms offer advanced tracking and reporting capabilities. You can track key metrics like open rates, click-through rates, conversions, and revenue attribution in real-time.

This valuable information allows you to measure campaign performance, identify areas for improvement, and make data-driven decisions to optimize your marketing efforts.

An omnichannel marketing automation platform ensures that your brand experience remains consistent across all customer touchpoints. Whether a customer interacts through email, social media, or a mobile app, the platform maintains a seamless and aligned brand identity.

Not to forget, these platforms often provide features like A/B testing, allowing you to experiment with different campaign elements to find the winning formula.

They also integrate with other systems, enabling you to implement powerful strategies like cart abandonment campaigns, automated product recommendations, and personalized offers tailored to each customer’s browsing and purchasing behavior.

How to choose the best omnichannel marketing automation platform?

When it comes to choosing the best omnichannel marketing automation platform for your business, there are several factors to consider. Here are some key considerations to help you make an informed decision:

1. Ease of Use

When selecting an omnichannel marketing automation platform, it’s essential to prioritize ease of use. Look for a platform that offers a user-friendly interface and intuitive navigation.

A platform with a clear and straightforward design enables marketers to quickly understand its features and functionalities. This ease of use allows marketers to create and manage campaigns easily without requiring extensive technical knowledge or extensive training.

2. Customization Options

Every brand has unique needs and requirements, so it’s crucial to choose customer engagement software that provides customization options. Look for a platform that allows you to customize templates and campaign workflows to align with your brand’s specific aesthetic and messaging.

Customization features enable you to create campaigns that reflect your brand identity and deliver a consistent experience across all channels.

3. Customer Segmentation and Targeting

Effective customer segmentation and targeting are essential for personalized marketing campaigns. Choose a customer engagement software that offers robust segmentation capabilities, allowing you to divide your customer base into specific segments based on attributes, behaviors, and preferences.

Dynamic segmentation is particularly valuable, enabling you to update customer segments in real-time and deliver highly relevant messages to each segment.

customer segmentation process - Netcore Cloud

4. A/B Testing and Optimization

To maximize campaign performance, it’s crucial to experiment with different campaign elements and optimize based on results. Look for a customer engagement solution that includes A/B testing capabilities, enabling you to test different variations of subject lines, content, visuals, and CTAs.

With insights from these tests, you’re better positioned to drive customer engagement and secure higher conversion rates.

optimize ab testing - Netcore Cloud

5. Mobile Optimization

Mobile devices play a significant role in customer engagement. It’s important to choose a platform that supports mobile-optimized campaigns. Look for features such as responsive email templates and mobile push notifications to ensure that your messages are displayed correctly and provide a seamless experience across various mobile devices. Mobile optimization enhances the user experience and increases the effectiveness of your campaigns.

6. Deliverability and Compliance

Deliverability is crucial for successful campaigns. When in the market for a customer engagement platform, emphasize those that focus on deliverability. Look for platforms that have established relationships with internet service providers (ISPs) and email service providers (ESPs) to ensure high inbox placement rates.

Additionally, check if the platform complies with industry regulations, such as GDPR or CAN-SPAM, to ensure that your campaigns adhere to legal requirements and maintain customer trust.

7. Real-time Tracking and Reporting

Tracking and reporting capabilities are vital for measuring the success of your campaigns and making data-driven decisions.

Opt for customer engagement software that grants instant monitoring and insights. These features should offer comprehensive campaign analytics, including metrics like click-through rates, open rates, conversion tracking, and return on investment (ROI) measurement.

Real-time tracking allows you to monitor campaign performance and make necessary adjustments to optimize results.

8. Personalization and Dynamic Content

Personalization is a key driver of successful marketing campaigns. Look for platforms that offer personalization features and dynamic content insertion. These features allow you to tailor messages based on customer data and preferences.

Merge tags, dynamic subject lines, and product recommendations are examples of personalization options that can significantly enhance the effectiveness of your campaigns. The ability to deliver relevant and personalized content creates a more engaging and meaningful customer experience.

9. Integration with Other Platforms

For businesses operating in different industries, integration with various other platforms is crucial. When selecting a platform, consider whether it seamlessly integrates with the popular platforms you use.

The integration allows for advanced features like cart abandonment campaigns, product recommendations, and purchase tracking. These features enable you to drive conversions, recover lost sales, and provide a cohesive customer experience throughout the entire customer journey.

10. Pricing and Scalability

Evaluate the pricing structure of the customer engagement solution to ensure it aligns with your budget and offers scalability options. Consider whether the pricing is based on the number of contacts, the volume of messages sent, or other factors relevant to your business.

Additionally, assess whether the platform can scale with your business as your marketing needs evolve. It should support increasing data volumes, growing customer bases, and expanding campaign complexities without compromising performance.


According to an HBR study, a whopping 73% of shoppers use multiple channels while shopping. This highlights the immense potential of omnichannel marketing automation to tap into these market pools.

But here’s the key: to truly unlock the benefits of an omnichannel experience, you need to combine it with automation.

Automation is the magical solution that eliminates the pain of manually segmenting and targeting your audience. It streamlines the process and allows you to reap the rewards directly.

And the best part?

As you automate your marketing efforts, you’ll also be enhancing the customer journey, making it more memorable and impactful.

Netcore offers an intuitive omnichannel platform that can revolutionize your marketing efforts. With its user-friendly interface and seamless navigation, you can effortlessly create, automate, and manage your campaigns across various channels.

Netcore’s platform empowers you to deliver personalized messages, track campaign performance in real-time, and make data-driven decisions.

Book a demo with us today and explore how their powerful omnichannel marketing automation platform can take your campaigns to new heights. Don’t miss out on this opportunity to unlock the full potential of your marketing strategies.

Unlock unmatched customer experiences,
get started now
Let us show you what's possible with Netcore.