Category: Blog

Why Integrated Marketing is the Future

   |   By  |  0 Comments

The environment faced by marketers competing in the digital marketing industry is complex, competitive and filled with moving parts.

Integrated marketing, which combines traditional marketing elements with digital marketing tactics, is the approach experts say is best suited to address today’s challenges.

In this blog, we’ll discuss why integrated marketing is the best solution to the hurdles faced by modern marketers. 

What is integrated marketing? 

Integrated marketing is a comprehensive approach that addresses each step of the customer journey through a unified strategy across channels.

It has been proven to drive better results than traditional marketing because it allows you to create a single message across all channels that resonates with your audience, rather than sending out messages that are only optimized for one channel or another.

When companies use integrated marketing, they can see higher conversion rates across their entire funnel by creating personalized and relevant experiences for every customer interaction. They can also reduce costs by limiting the number of touches needed to deliver a message and increasing efficiency through automation processes such as digital advertising and email campaigns.

Integrated marketing is a holistic approach to communications that combines all aspects of an organization’s brand touchpoints into one cohesive strategy. It combines traditional tactics such as out-of-home advertising, public relations, and social media, along with more modern approaches like search engine optimization (SEO) and content marketing. 

This is not to say that traditional marketing and physical advertising don’t have their value – bold, unique packaging and thoughtfully crafted labels and signage can have a profound impact and reinforce brand awareness. But they’re not the whole story; today’s marketers have to integrate these meaningful elements with digital ones as people’s physical and digital lives become more integrated. 

The concept of integrated marketing originated in the early 1900s when industrial companies started using direct mail campaigns alongside their traditional sales efforts. As technology developed over time, so did integrated marketing practices; today, we see it used by every industry imaginable, from retail clothing stores to professional sports teams to financial services firms – it’s become ubiquitous because it works.

So why does integrated marketing work so well? Because it helps companies reach their target audiences through multiple channels at once, resulting in higher ROI than any other approach available today.

Why using integrated marketing matters

But why? What’s the point of integrating your marketing efforts if you’re a small business and don’t have the budget for it? And how do you even begin to start integrating your efforts if you’re already working with multiple vendors?

We’ll break down why integrated marketing matters, what data integration means for marketers, and provide some tips on making sure your data is all in one place.

Source: Oberlo

Why integrated marketing is the future

Integrated marketing is part of a larger trend toward managing a brand’s reputation rather than just selling products or services. It’s a shift in focus from one-off campaigns to an ongoing relationship with customers that builds long-term value.

This strategy is viewed as the future of marketing because it enables you to combine your efforts across channels and touchpoints in order to achieve a greater ROI than any other method. It’s also more effective because it allows you to reach your audience at the right time and place for them, which helps you create more personal and organic interactions between your brand and your customers — and that means better customer experiences that lead to higher loyalty rates over time.

There are a lot of buzzwords that float around in marketing, but integrated marketing is more than that – it’s a way of doing business. By combining all the different aspects of marketing – from sales and advertising to social media and digital – you can create an experience for your customer that will make them feel valued and appreciated.

Integrated marketing is important because it helps you get closer to your customers. In many ways, this makes you more like your customer: when you understand their needs better than anyone else does, you can serve them better and give them what they want. 

If you’re going to optimize your marketing strategy through integration, you must use all available channels to reach your target audience. You’ll use social media, email marketing, search engine optimization (SEO), content marketing, and more – all at once.

This is important because it’s not an either/or situation: either you use a channel, or you don’t. Instead, the most effective way to reach your customers is by using multiple channels at once, and it will lead to better results. 

Source: Hubspot

Integrated marketing means having a holistic view of what your customers want and how they engage with different types of content. You can’t just focus on one channel. Instead, you have to consider how each piece of content interacts with others so that it provides a cohesive experience throughout the customer journey. 

What data integration means for marketing

Data integration is the process by which different data types are combined into one cohesive whole. It’s similar to the concept of data aggregation – but while aggregation is usually focused on a single type of data (for example, web analytics), integration can combine any type of data that are relevant to your business: sales and customer service records, product information and inventory levels, emails and social media posts, etc. 

According to Gartner, “Data integration tools enable organizations to access, integrate, transform, process and move data spanning various endpoints and across any infrastructure to support their data integration use cases. The market for data integration tools includes vendors that offer a stand-alone software product (or products) to enable the construction and implementation of data access and data delivery infrastructure for a variety of data integration use cases.” 

Many tools are available to businesses to incorporate data integration, so you’ll need to do your research to find one that best suits your needs. Many of the existing data integration tools come from well-established names like Microsoft, IBM, and Amazon Web Services. The tool you choose will depend on your goals, which means you will be looking at options like:

  • Data pipelines: tools that gather all the data you want in one place 
  • Data management platforms: tools that gather data and store and organize it for analysis 
  • Data visualization tools: entaging tools that allow you to see trends and quantify what’s happening with your business
  • Data transformation tools: tools that help you filter and edit data for further analysis 

Data integration means that all aspects of your business are working together to improve your customer’s experience with your brand. Importantly, it also means that everyone on your team has access to the same information at any given time, so they can work together seamlessly and efficiently towards their goals of delivering value to customers through every aspect of their interaction with your company or brand.

However, data integration is more than just merging different sources of information together into one place; it’s also about making sure those sources are accurate and up-to-date so you can make more informed decisions about how you want your marketing team to behave on social media channels like Facebook or Twitter.

Why is data integration so important for marketers?

Data integration is a vital part of an integrated marketing strategy because it allows you to combine your data into a centralized hub. From this hub, you can analyze your data, draw conclusions and make decisions. 

If you’re looking for ways to improve your marketing strategy or increase sales opportunities within your company, then there’s no better place to start than by integrating all those disparate sources of information into one place.

For example, let’s say you have a customer database with information about your customers’ interests, previous purchases, and demographics. You could use this data in conjunction with data from social media platforms like Facebook and Twitter to create different sets of customer profiles. You could then create targeted ads and content for each customer type so that your marketing messaging aligns with each customer’s specific interests. 

The importance of data integration in an integrated marketing strategy cannot be overstated: without it, companies would be unable to take full advantage of their existing data — and therefore unable to deliver the most relevant content and offers across all channels.

Data integration is the way to go – so where do you start?

The process of data integration begins when you combine data from multiple sources into a single source. It can be used for analyzing, reporting, and sharing information between different systems and applications. Data integration is also known as ETL (extract, transform, load) or ELT (extract, load, transform).

You need to integrate your data to ensure you achieve your marketing goals. If you don’t integrate your data and run the same campaigns to all of your customers, don’t be surprised when you find yourself battling low engagement. Instead of funneling all of your customers to the same place, tailor each experience according to individual purchase behaviors and product preferences.  

You need to integrate data to analyze and report on your campaign performance. You might want to look at how many clicks each campaign received and what kind of engagement they generated, or maybe you just want an overview of how many people have viewed each piece of content within the last month. This would tell you whether people are engaging with your content at all.

Data integration: Is it complicated?

The answer depends on how far you want to go. If you’re just looking to make sure your website is up-to-date and relevant, then it’s pretty simple. But if you want to use data for more than that, things can get pretty tricky.

There are so many different types of data, from customer information to customer behavior, that all need to be integrated in order for a marketer to see the big picture. You can’t just integrate one type of data or another type of customer information; you have to integrate them all.

And that’s where things get complicated – but also really exciting. The possibilities are endless when it comes down to what kind of information can be used by marketers today.

The outlook for integrated marketing

There’s no question that integrated marketing is the way of the future. The world we live in is increasingly becoming an integration of our online and real lives, so marketers need to be sensitive to this reality and understand how to integrate their own strategies to engage effectively with their audience.

Data integration helps marketers map data, find patterns, and predict customer behavior. Marketers need to integrate all types of information for a deep understanding of their customers to drive more sales.

While it may seem complicated, there are more and more tools available for businesses to take advantage of this powerful technology.

Integrated marketing FAQs

Why is integrated marketing so important to marketers? 

By adopting an integrated strategy, marketers can streamline their efforts and create consistent messaging across multiple channels. They can then use data integration to spend more time and energy on creating personalized messaging for their customers, rather than trying to manage disjointed pathways to reach a wide range of customers with differing needs and expectations.  

What is the main goal of integrated marketing? 

The main goal of integrated marketing is to create a unified experience for customers across all channels. This approach enhances brand awareness and builds trust and recognition among your customers. When your customers experience a consistent message across platforms, you can expect greater brand loyalty and more repeat business. 

What is the impact of integrated marketing? 

By combining traditional and digital marketing strategies with data integration, marketers can reach a bigger audience with personalized and more impactful multichannel experiences. 

12 Best CRO Tools To Boost Conversions in 2022

   |   By  |  0 Comments

If you’re in the market for a CRO tool, I imagine you’re looking to turn more of your existing traffic into sales, improve your return on ad spend (ROAS), increase customer acquisition, reduce your testing time, or upgrade your current provider. Perhaps it’s all of them. If you tick any of those boxes, you’ve come to the right place. 

Broadly speaking, CRO tools fit into four main categories. 

  • All-in-one personalization tools 
  • User behavior analytic tools 
  • A/B and multivariate testing tools
  • Single-feature tools 

All of the 12 CRO tools below will help you improve your conversion rates. But if you’re specifically looking for a tool to convert more of your visitors into email and SMS leads, then check out our post on the 12 best lead generation tools. 

What To Look For In A CRO Tool

A typical CRO tool will come with features that let you do at least one of the following: 

  • Gather data-driven analytics 
  • Run A/B tests
  • Target audience segments 
  • Gather customer feedback
  • Display social proof messaging

Which features you need will depend on your goals and bandwidth. For example, if you only want to gather more first-hand feedback from customers, Qualaroo is a great option. 

If you want to do more than that – such as understand your visitors’ browsing behavior, run tests and launch on-site campaigns – an all-in-one personalization tool like Yieldify might be a better fit.

“The client service at Yieldify is the best I’ve experienced. Our client service agent is always dedicated to advancing our capabilities and improving conversion to achieve real results for our bottom line.”

Disclaimer: Yieldify is our product. We’ve done our best to present the information fairly because we want to help you make an educated decision but we’re especially proud of what we offer. We’ve seen it transform conversion rates, lead generation and revenue for so many brands – large and small – all over the world. You may have seen we use the Yieldify platform and services on our own website too. Learn more here and schedule a call with an advisor

12 Best CRO Tools

  1. Yieldify
  2. AB Tasty
  3. Dynamic Yield
  4. Hotjar
  5. Crazy Egg
  6. FullStory
  7. VWO
  8. Google Optimize
  9. Intellimize
  10. Qualaroo
  11. Chatbot
  12. Nudgify

All-in-one personalization tools

1. Yieldify

Yieldify is a fully managed personalization platform that helps ecommerce businesses increase conversion rates, average order values and lead capture with personalized customer experiences. If you don’t have the bandwidth or expertise to manage a CRO tool yourself, Yieldify is probably the platform that will suit you best. 

Top features

Market-leading managed service

Yieldify’s service team will handle your CRO strategy for you. You’ll get expert support from a dedicated account manager as well as a team of graphic designers, technical engineers and quality assurance specialists. Together they’ll help you identify opportunities, set up and monitor campaigns, and optimize performance.

Rated 9.7/10 for quality of support by customers on G2, you won’t find Yieldify’s market-leading service with any other CRO provider.

Audience segmentation 

Yieldify’s audience segmentation functionality lets you reach different customer groups by setting custom combinations of targeting and triggering rules. That way you can optimize your conversion rates by delivering personalized campaigns to the right customers, at the right time, with the most suitable messaging. 

Their targeting and triggering rules are comprehensive – including segmenting by session number, basket value, time on page, page type, pages visited, time on site and in response to exit intent behavior and inactivity.

Personalized campaigns

With Yieldify’s technology you can personalize your customers’ journeys from website entry through to purchase. By tailoring experiences to your customers’ specific needs using overlay, embedded and dynamic campaigns, you’ll drive more engagement, build brand affinity and convert interest into more sales. 

Some of the personalized campaigns you can run with Yieldify include: 

  • Social proof messaging
  • USP banners
  • Progress bars
  • Website navigation 
  • Browse abandonment 

User behavior insights 

With Yieldify you can uncover actionable insights on your audience behavior. Their Sunburst charts give you a practical, granular and ‘multidirectional’ view of your customer journeys, explaining how your users navigate your site, where they exit and why. That way, you can see what’s holding back your conversion rate and take the right steps to improve it. Want to track micro conversions as well as macro conversions? Track, measure and report absolutely any custom goal on your site with Yieldify’s Purchase Indicators.

A/B & A/B/n testing

Yieldify’s A/B and A/B/n testing engine helps you quickly pinpoint which website messaging, design or placement is proven to drive the most conversions. Depending on your traffic volumes, Yieldify lets you test up to 5 variants at the same time and get insights in as little as 14 days. 


Yieldify integrates with all major ESPs, CRMs and ecommerce platforms – including Klaviyo, Hubspot & Shopify – to ensure you’re getting maximum value from your increased conversions. Yieldify’s technical account managers will also help you set up your integrations. Check out Yieldify’s partners and integrations here.

Pros of Yieldify

  • Count on expert service: Yieldify’s service team is second-to-none in the CRO and personalization industry. Read their G2 reviews to see what their clients say
  • Launch your first tests in 14 days: With Yieldify’s easy-to-integrate tag and no-code builds, you can get your first tests live in under 14 days, and launch new ones in as little as 48 hours after that – no developers required.
  • Incremental reporting: Yieldify only attributes value to the extra or ‘incremental’ impact you see from your CRO experiences, not the total revenue – giving you maximum transparency about how your campaigns are performing

Cons of Yieldify

Product recommendations: Yieldify don’t yet offer a product recommendations engine

“Yieldify’s platform and analytics take our ecommerce sales to the next level by making it easy to optimize the customer journey – increasing lead generation, conversion rates, and overall new customer revenue.”

“I’ve worked with Yieldify for three years and believe they have the best-in-class personalization and conversion rate optimization platform. With Yieldify, we increase average order values, promo engagements, conversions rates and improve our customer experience.”

Book a demo with Yieldify

If you’d like a preview of how you can increase conversions on your website with Yieldify’s fully-managed, all-in-one personalization platform, feel free to schedule a discovery call here. One of our advisors will be delighted to share more about increasing your conversion rates.

2. AB Tasty

AB Tasty is a customer experience optimization platform that helps brands develop their CRO strategy across all of their digital channels. As well as improving CVR, AB Tasty campaigns are designed to manage other ecommerce goals, such as AOV, CTR and revenue impact. 

Top features

A/B and multivariate testing: Use audience segmentation rules, KPIs, traffic allocation and other testing features to optimize conversion rates. 

ROI Dashboard: AB Tasty allows you to track the impact of your tests and attribute gains in revenue to your experiments.

Personalization: Resonate with your audience by crafting granular, personalized experiences that drive brand loyalty and revenue.

Pros of AB Tasty

  • User-friendly: A good option for non-technical ecommerce teams without coding expertise
  • Regular updates: AB Tasty keep their platform fresh by responding to user feedback
  • Customer success: Localized, personalized support and guidance for every client  

Cons of AB Tasty

  • Reporting: AB Tasty’s reporting suite is not the most intuitive or quickest to update
  • Data: Clients have experienced issues when exporting data from the platform


Speak to AB Tasty’s sales team for information on pricing.

3. Dynamic Yield

Dynamic Yield is an all-in-one, self-service personalization platform and CRO tool that helps brands to create end-to-end customer experiences across the web, email, mobile apps and advertising. 

Top features

Product recommendations: Dynamic Yield uses an advanced deep learning recommendation system – AdaptML™ – to predict the next best series of products to each shopper.

A/B test anywhere: Run experiments across all of your digital channels to optimize content, recommendations, overlays and more. 

Omnichannel personalization: Personalize every interaction to deliver an optimal customer experience at scale across web, mobile, email, and ads.

Pros of Dynamic Yield 

  • Customer support: Though Dynamic Yield is a self-serve CRO tool, their support team introduces clients to the platform during onboarding and provides ongoing support and resources to help clients use the platform effectively
  • Built for scale: Dynamic Yield is a great CRO solution for enterprise-size businesses

Cons of Dynamic Yield

  • Setting up tests: It’s difficult to set up A/B tests if you do not have coding experience 


Speak to Dynamic Yield’s sales team for information on pricing. 

User behavior analytics CRO tools 

4. Hotjar

Hotjar is a product experience insight tool that gathers data on user behavior and helps companies understand how and why users interact with their product.

Top features

Heatmaps: Visualize user behavior with easily digestible heatmaps.

User recordings: Watch playbacks of users interacting with your website or product to understand where you need to make improvements.

Surveys: Capture in-the-moment feedback at any point in your customers’ journeys.

Pros of Hotjar

  • Perfect for product managers: A great tool for observing and responding to patterns of user behavior.
  • Granular perspective: Acquire deep and unique customer insights that you can’t get from raw numbers alone

Cons of Hotjar

  • No mobile: Hotjar isn’t compatible with mobile applications and is used primarily for websites and web apps


Hotjar’s packages range from $0-$79 per month. You’ll need to speak to Hotjar’s sales team to get a quote for their Scale package. 

5. Crazy Egg

Crazy Egg is a user optimization tool offering a variety of features to help ecommerce businesses understand how people interact with their websites.

Top features 

A/B testing: Run experiments to analyze the effectiveness of different headlines, copy and product descriptions on your website, web app and mobile experiences. 

Snapshots: Crazy Egg’s heat maps are known as Snapshots, which you can analyze in five different reports to see where users are clicking, who is clicking, how much they’re clicking, what elements they’re clicking and how far they’re scrolling.

User recordings: Watch recordings of your visitors using your website to understand their behavior.

Pros of Crazy Egg

  • Support: Customers have reported that Crazy Egg’s support team are insightful and go the extra mile to answer concerns and queries
  • User-friendly: Small learning curve, intuitive and visually appealing platform 

Cons of Crazy Egg

  • No free trial: Crazy Egg don’t have a free version available so you can’t test out their product before buying


Crazy Egg packages cost between $29 and $249 per month. Speak to Crazy Egg’s sales team for information about their Enterprise package. 

6. FullStory

FullStory is a digital experience intelligence tool built for product teams to acquire in-depth insights on user behavior.

Top features

Real-time updates: Data is automatically indexed and presented in heat maps, click maps and scroll maps to provide a visual representation of how users interact with websites. 

Framework for UI and UX teams: FullStory helps brands identify bugs, optimize low-performing pages and understand what’s working well.

Full-session recordings: Acquire deeper insights into how customers navigate your site.  

Pros of FullyStory

  • Try before you buy: FullStory offer a 14-day free trial 

Cons of FullStory

  • Learning curve: It can be challenging for non-technical users to extract insights


Speak to FullStory’s sales team for more information on pricing. 

A/B and multivariate testing tools 

7. VWO Testing

VWO Testing is a web testing platform that optimizes customer experiences and increases conversion rates through a wide variety of AI-powered tests. 

Top features 

AI-powered, Bayesian-based copy generator: VWO intuitively suggests changes to CTAs, product descriptions and headlines and tests them against one another to find the highest converting variant. 

Advanced testing: “Code-only” mode for developers wanting to run more complex tests on site. 

Point-and-click visual editor: Edit any element – such as text, images, shapes or backgrounds – on your webpage.

Pros of VWO Testing

  • Adaptable platform & pricing: The tool is available as a self-service or serviced package depending on your business needs and budget
  • Versatile: VWO Testing’s platform has been intelligently designed for both non-technical users and developers

Cons of VWO Testing

  • Buggy editor: VWO customers have experienced issues with the visual editor’s functionality


Speak to VWO’s sales team for more information on pricing. 

8. Google Optimize 

Google Optimize is an entry-level website testing tool that runs A/B tests, multivariate tests and redirect tests. 

Top features

Audience segmentation: Run tests for specific groups of users. 

Integrations: Integrate easily with Google Analytics and Google AdWords

Pros of Google Optimize

  • Accessibility: Completely free to use, making it a great option for smaller, low-budget teams who are new to CRO testing tools

Cons of Google Optimize

  • Not scalable: Google Optimize is a good A/B testing tool for beginners but is limited compared to other CRO tools on the market


Google Optimize is free to use. 

9. Intellimize

Intellimize is an AI-powered CRO tool designed for marketers who want to test their creative ideas and uncover the most effective messaging, content and experiences. 

Top features 

Machine learning: Intellimize runs combinations of experiences and learns what converts, drawing on data including location, device type, time of day, day of the week, and traffic source. 

Multi-purpose: The Intellimize platform is suitable for B2B SaaS, B2C and ecommerce.

Pros of Intellimize

  • Seamless testing: You don’t need technical expertise to launch A/B tests
  • Support: Intellimize has a highly rated support team in place to launch more complex tests 

Cons of Intellimize

  • Data analysis: Intellimize does not offer any predictive analytics 


Speak to Intellimize’s sales team for more information about pricing. 

Single-feature CRO tools 

10. Qualaroo

Qualaroo is a user feedback and survey tool that helps companies gather valuable insights and dig deeper into customer motivations. 

Top features 

Nudges: Qualaroo uses surveys (Nudges) to collect in-depth user insights across various touchpoints. 

AI Sentiment analysis: Automatically mine through data to acquire insights into customer feedback.

Survey templates: Ask your customers questions with curated templates based on years of feedback experience.

Pros of Qualaroo 

  • User-friendly: Qualaroo’s platform is incredibly simple to use 
  • Quick-to-launch: With a collection of inbuilt professional templates, customers can get set up and launch their first surveys within minutes

Cons of Qualaroo

  • Integrations: Qualaroo don’t offer any integrations with their Essentials package


Qualaroo’s Essentials package is $80 per month rising to $160 for their Premium package. You’ll need to speak to Qualaroo’s sales team for more information about their Enterprise package.

11. ChatBot 

ChatBot is a CRO tool that helps companies to build and launch conversational chatbots without coding. 

Top features 

Capacity: speak to an unlimited number of customers in real-time, providing 24/7 support and instant answers to common questions.

Integrations: Thanks to its one-click integration, ChatBot is available on various platforms including Facebook Messenger, Slack, LiveChat and WordPress. 

AI-powered algorithms: ChatBot is constantly gathering data to improve customer responses.

Pros of ChatBot 

  • Efficiency: Eliminates the need to hire multiple support agents

Cons of ChatBot

  • Price: ChatBot is slightly more expensive than similar tools on the market


ChatBot packages cost between $52 and $424 per month. Speak to ChatBot’s sales team for more information about their Enterprise package.

12. Nudgify

Designed to turn browsers into buyers, Nudgify is a social proof tool capable of turning any data into social proof messaging in real time. 

Top features 

Templates: Use Nudgify’s pre-configured library of templates for ecommerce, SaaS, Travel and more.

Analytics dashboard: Track how your social proof messaging impacts conversion rates.

Language: Nudgify supports 32 different languages.

Pros of Nudgify  

  • Scope: Nudgify can send social proof notifications based on stock scarcity, product popularity, visitor count, customer reviews, delivery incentives and more
  • Integrations: Nudgify integrates with all leading eCommerce platforms and site builders

Cons of Nudgify

  • Limited: The technology is niche and gives you just a single strategy to improve your conversion rate


Nudgify’s Lite version costs just $0.99 per month, rising to $89 per month for their Agency package.

Picking the right conversion rate optimization software

I hope this blog helps you find a CRO tool that brings you closer to your customers, uncovers your website’s strengths and weaknesses and, most importantly, increases conversions and ROI. 

Whether you’re just launching your ecommerce site, scaling quickly or are looking to optimize a well established brand, there’s a tool in this blog to help you achieve your objectives and correct any mistakes you may have been making. Choosing the right one will depend on your in-house expertise, business goals and budget. But if you’ve already decided you need a fully-managed, all-in-one personalization platform to lift conversion rates, Yieldify ticks all the boxes. 

If you’d like a preview of how you can optimize your website’s CRO strategy with Yieldify, feel free to schedule a discovery call here. One of our advisors will be delighted to share more about increasing your conversion rates.

CRO Tools FAQs

What Is A CRO Tool?

The “CRO” in CRO tool is short for “conversion rate optimization”. Marketers, CRO specialists and product managers use CRO tools to deploy tactics that improve conversion rates on their websites. If you’re an ecommerce marketer, a good CRO tool will help you gather audience insights, test hypotheses and increase conversions at each stage of the customer journey.

What are CRO techniques? 

CRO techniques are used by digital marketers and product managers to increase website conversion rates. There is no one-size-fits all CRO technique, but every technique will help you optimize your website to streamline the customer experience and drive more conversions. Here are some of the most commonly used techniques: 

Here are some of the most commonly used techniques: 
– User behavior analytics 
– A/B and multivariate testing 
– Social proof messaging
– Product recommendations 
– Live chat bots
– Customer surveys

How can I improve my website CRO?

You can improve your website’s conversion rates by analyzing user data and testing hypotheses. However, implementing a CRO strategy in-house requires lots of bandwidth and coding expertise that many businesses don’t have. For that reason, using a website personalization tool like Yieldify is typically the most practical and cost-effective way of increasing website conversion rates.

If you’d like a preview of how you can increase conversions on your website with Yieldify’s fully-managed, all-in-one personalization platform, feel free to schedule a discovery call here. One of our advisors will be delighted to share more about increasing your conversion rates.

The 12 Best B2C Lead Generation Tools [2022 Update]

   |   By  |  0 Comments

If you’re reading this blog, I’ll venture to say you’d like to upgrade your current approach to lead gen.

Perhaps you don’t have the time or expertise to manage a lead generation tool yourself. Maybe you’re tired of running generic, intrusive pop-up forms – and your visitors are tired of seeing them too. 

Perhaps you’re in a different boat altogether: you’re with a basic email service provider (ESP), and you want to make your first move to a specialist lead generation tool. Or maybe your next promotion depends on you getting more subscribers into your database.

Whatever your reason for seeking out a B2C lead generation tool, I’m here to help you choose the right one.

Which B2C lead gen tool should you choose? 

Broadly speaking, all B2C lead generation tools aim to help you increase the size of your customer database – though each one has its own set of features. For example, Trustmary increases customer sign-ups by embedding testimonials and customer reviews into opt-in forms. 

The best tool for your business will depend on your goals, ideal customer profile and budget. 

To help whittle down your options, we’ve chosen 14 of the best lead generation tools on the market and placed them into three categories: 

  • Email and SMS marketing lead generation tools 
  • Email marketing lead generation tools 
  • SMS marketing lead generation tools

If you’re looking for a tool with the power to capture leads and optimize the entire customer journey, then check out our post on personalization tools. Otherwise, let’s get stuck in. 

What To Look For In A B2C Lead Gen Tool

A good lead generation tool will typically provide these features: 

  • Dedicated account management
  • Audience segmentation
  • Triggering rules 
  • Targeting rules
  • A/B testing
  • Layered lead forms
  • Personalized journeys 
  • Integrates with your tech stack 
  • GDPR & CCPA compliant 
  • Enhances subscriber profiles

When a lead generation tool ticks these boxes, you’re almost guaranteed to capture more leads, improve user experiences, increase engagement, build a stronger remarketing database, make data-driven decisions and maximize your return on ad spend. 

We know what makes a great tool on paper, but what should you be looking for in a lead gen tool? Well, it all depends on your budget, goals and in-house capacity. 

If you don’t have the expertise or time and need a sophisticated solution with advanced audience segmentation and targeting capabilities, Yieldify’s fully managed service is a great option to consider. 

“Yieldify helped us achieve our target subscriber numbers with strategic suggestions – an increase of more than 60,000 new subscribers in 6 months.”

But if you have the capacity to run a self-service tool and simply want to drive more SMS signups and engagement, EZ Texting may be the ideal solution for you.

We’ll take a closer look at Yieldify and EZ Texting in this blog, and run through 10 more of the best lead generation tools on the market today. 

Disclaimer: Yieldify is our product. We’ve done our best to present the information fairly because we want to help you make an educated decision but we’re also especially proud of what we offer. We’ve seen it transform conversion rates, lead generation and revenue for so many brands – large and small – all over the world. You may have seen we use the Yieldify platform and services on our own website too. Learn more here and schedule a call with an advisor

12 Best B2C Lead Gen Tools

  1. Yieldify
  2. Klaviyo
  3. Sleeknote
  4. Sender
  5. Trustmary
  6. OptinMonster
  7. Unbounce
  8. Mailmunch
  9. MaxTraffic
  10. Thrive Leads
  11. Attentive
  12. SlickText

Email and SMS Lead Generation Tools

1. Yieldify

Yieldify is a fully managed personalization platform that helps ecommerce businesses generate more revenue by engaging their customers with personalized experiences. One highly rated feature in the Yieldify suite is its excellent lead generation tool.

When it comes to capturing new email and SMS leads, Yieldify offers a distinct advantage: layered lead capture. With Yieldify’s layered lead capture your lead forms adapt to the different stages in your customer journeys. That means they’re more engaging, less intrusive and can increase lead capture rates by as much as 116%.

Yieldify is also recognized as an industry-leading conversion rate optimization (CRO) tool. If you want to increase your website’s conversion rates, check out our post covering 12 of the best CRO Tools

What is Yieldify layered lead capture? 

Yieldify was the first provider to offer a multi-stage lead generation approach. Although Yieldify has inspired many other companies to offer their own version, it’s still the frontrunner among fully managed lead generation platforms.

With layered lead capture, your opt-in forms appear at four key stages in the customer journey depending on how deep visitors are in the funnel. 

Yieldify’s layered lead gen formats

Typically, opt-in forms are large on website entry and become more subtle as the customer moves through the site. 

Here’s how the four stages look:

1. Lead form on website entry
2. Floating or slide-out style
3. Embedded, native-looking messaging
on product page, exclusive to Yieldify

(Alabama Outdoors)
4. Embedded messaging at checkout,
exclusive to Yieldify

(The Sill)

Yieldify layered lead form examples

There’s no one-size-fits-all opt-in form. In the early days of lead generation, the allure of a “20% Off Your First Order” voucher was enough to entice new subscribers. 

But consumers today see a lot of opt-in forms (74% of companies use lead gen forms) – and even though there’s still a place for a discount code in a lead capture form, the appeal is not what it used to be. 

What’s an ecommerce marketer to do? You need to get a bit more creative to turn your users into email and SMS subscribers.

Here’s how Yieldify can help: 

Opt-in form with a sign-up CTA
Opt-in form with a discount offer
Opt-in form for “Back in Stock”

Opt-in form with “Save your Bag”

Opt-in form with gamification
(Blue Illusion)
Opt-in form offering a free download
Opt-in form with a surveys
or questionnaire
Opt-in form offering a free sample

How Yieldify measures lead generation success

You’ve set up your layered opt-in forms. You’re capturing new leads. But how can you be sure your new lead gen strategy is working? 

Yieldify’s lead gen reporting metrics

Most Yieldify clients focus on two core metrics: the total number of leads captured and lead conversion rate. But you can track up to six different metrics to analyze performance:

  • Total leads captured 
  • Lead conversion rate: the percentage of customers who purchased/converted after signing up 
  • Total lead revenue: the total revenue generated from all leads
  • Lead generation rate: the percentage of customers who signed up after seeing any experience
  • Incremental lead revenue: all revenue generated from customers who signed up from the second lead form onwards vs revenue generated from on-entry sign up forms
  • Lead value: the average of how much each lead is worth in revenue 

Your account manager will send you detailed performance reports with the metrics you want to focus on at a cadence that suits you – whether daily, weekly or monthly. 

Key features of Yieldify lead generation

Fully managed service 

If you don’t have the time or expertise to manage a self-service lead generation platform yourself, Yieldify’s fully managed service means you can set your lead generation goals and let the Yieldify team handle practically everything for you: that includes strategy, ideation, design, quality assurance, execution, testing, analysis and optimization.

With the Yieldify team, you get to work with:

  • Your account manager 

Also called a Client Services Manager, they’re your lead gen strategist, personalization expert and main point of contact. They’ll help you ideate, execute, test and analyze your lead generation campaigns.

  • Graphic designers

Yieldify’s designers are available around the clock to design custom opt-in forms. If you need lead gen designs to match your brand identity or if you need suggestions on what will work with your website, they’ve got you covered.

  • Technical Account Managers (TAM)

Our technical account managers (TAMs) will help you integrate the Yieldify platform with your website, your ESP and the rest of your tech stack, as well as helping you set up advanced lead gen campaigns.

  • Technical Solutions Engineers (TSE)

If you want to build a custom lead form that requires complex coding, one of Yieldify’s technical solutions engineers will complete the development work for you.

  • Quality Assurance specialists

Whether you use your own platform, Shopify Plus, Magento or BigCommerce, lead gen forms can sit differently. The Yieldify Quality Assurance team will test your opt-in forms for you across device types to make sure they don’t compromise your user experience.

The Yieldify team are passionate about quality of service and so are our customers: with a 9.7 G2 rating for quality of support, you won’t find our market-leading service anywhere else. 

Custom forms

On-brand designs

Say goodbye to generic lead forms and increase customer engagement with Yieldify’s custom forms. With our graphic design team, you can customize your lead forms to include on-brand creative and copy. 

Custom form fields, including questionnaires & surveys

To understand your audiences better, build more detailed subscriber profiles and make your remarketing campaigns more personalized, you can tailor Yieldify lead gen forms with custom fields to ask for any demographic data, such as: 

  • name
  • email address
  • phone number
  • birthday
  • gender
  • preferred products
  • clothing sizes 
  • hobbies
  • or anything else you’d like to store

For example, if you’re a beauty brand like Kiehl’s, you could ask new subscribers to share their 

  • skin type, 
  • skin sensitivity and 
  • main skin concern 
Questionnaire in a lead form

Dynamic & personalized forms

Personalize your lead gen forms by dynamically pulling images from your product pages and embedding them into your signup forms. 

Lead gen form dynamically personalized with an image from the product page

Auto-apply coupon codes

When a visitor submits their email address for a discount code, they typically need to get the code from their inbox. With Yieldify, you can reduce checkout friction and increase conversions by auto-applying the code from the form to a customer’s basket as soon as they submit their email or SMS details.

Lead gen form auto-applying coupon code to cart

Audience segmentation

If you’ve ever wanted to show your lead forms to specific types of visitor but not others, many tools lack the audience segmentation settings, targeting rules and triggering rules to let you.

With Yieldify, you can set a variety of pre-built and custom targeting rules to show different audience segments different lead forms. 

And don’t worry about Safari’s 7-day limit on third-party cookie storage. With Yieldify’s GDPR compliant server-side cookies, you can track your website visitors for 365 days from their first session.

Segment new visitors vs returning visitors 

With Yieldify you can segment your lead gen messaging for new visitors and returning visitors. You can even segment returning visitors by their session number too.

For example, Kerastase

  • asked new users to “Sign up to receive 10% off”
  • reminded returning users’ previous visits that “Your exclusive discount awaits – sign up to receive 10% off your first purchase”
Lead capture for new visitorsLead capture for returning visitors

Segment visitors by referral source e.g. Google Shopping, Instagram or Facebook 

With Yieldify you can run different sign-up forms by segmenting your visitors arriving on your site from specific websites e.g. from:

  • one of your Facebook ads
  • a Google shopping results page
  • one of your Instagram ads

For example, Petal & Pup personalized lead capture messaging to respond to visitors from Facebook.

Segmenting visitors by referral source e.g. Facebook

You can read more about Petal & Pup’s lead gen and personalization strategy in their success story. 

A/B testing and A/B/n testing

A/B testing is a must-have for any lead capture tool. If you don’t test which of your lead forms perform best, you won’t optimize your forms and you’ll miss out on opt-ins. 

Many ecommerce marketers don’t have the time or expertise to run a testing strategy in-house. If you want to improve your B2C lead generation strategy without managing the tests yourself, Yieldify’s fully managed service means you can hand over the entire A/B testing process to your account manager to run for you. 

A/B/n testing your lead capture forms

With Yieldify A/B/n testing, you can test up to five different lead gen form variants against each other at the same time. That way you could A/B/n test any of the following: 

  • Copy 
  • Design 
  • Placement 
  • Audience segmentation
  • Incentive 


A good lead generation tool should make your other tools work harder too. You can integrate Yieldify with almost any provider in your tech stack. Let’s look at the most important for lead gen:

Email Service Providers (ESPs)

You can integrate Yieldify with all major email service providers (ESPs), including 

  • Klaviyo (see more on this below)
  • Salesforce Marketing Cloud
  • Bluecore
  • Drip
  • Mailchimp
  • Ometria
  • and many more – see the full list of Yieldify’s ESP integrations here

Advanced Klaviyo integration

If you’re already a Klaviyo user, Yieldify offers an advanced integration with the Klaviyo platform. Using the advanced integration, you can track any subscriber behavior on your site and send it to your Klaviyo profiles. That includes a subscriber:

  • adding items to their cart 
  • viewing their cart 
  • starting checkout
  • abandoning checkout
  • exiting a page  
  • or any custom behavior important to your remarketing segmentation
Integrate Klaviyo with Yieldify’s advanced Klaviyo integration

Yieldify’s advanced Klaviyo integration helped Busbud’s Chief Marketing Officer, Richard Cohene, increase revenues from email marketing by 46%. 

And don’t worry about your level of technical expertise – Yieldify’s team of technical account managers will handle the integration for you. 

What clients say about working with Yieldify

World-leading running brand increased leads by 3x the industry average

“Yieldify’s flexibility and breadth means we can rapidly turn ideas into action and deliver revenue growth across consumer journey touchpoints. Our account manager is a valued partner and extension of our team.”

Internationally renowned equestrian brand generated 10x more email leads per month

“Yieldify allows us to launch data acquisition campaigns quickly and easily with great results. The strategies we’ve put in place for new visitors have enhanced their customer experience to drive confidence and conversions.”

Trailblazing footwear brand increased email leads by 11%

“Yieldify’s platform and analytics take our ecommerce sales to the next level by making it easy to optimize the customer journey – increasing lead generation, conversion rates, and overall new customer revenue.”

Aggregator for intercity bus tickets generated a 46% revenue increase from email marketing

“Yieldify’s native integration with Klaviyo enables us to unify our customer experience strategy. By combining Yieldify’s personalization capabilities and Klaviyo’s email marketing, we have not only grown our CRM but also improved lead quality.”

D2C Food Subscription Service Boosted Email Leads by 700% 

“We needed an easy-to-integrate personalization platform to help our site perform and grow. Yieldify enables us to better identify and address current customers and new segments that has unlocked unlimited revenue potential.”

Leading CBD company increased email database by 39%

“Yieldify is extremely data-driven and their recommended approaches clearly perform – increasing opt-in rates, revenue per lead, conversion rates and AOV. If I had to do it again, I would have onboarded them years sooner.”

Want to find out more about Yieldify?

If you’d like a preview of how you can increase conversions on your website with Yieldify’s fully-managed, all-in-one personalization platform, feel free to schedule a discovery call here. One of our advisors will be delighted to share more.

2. Klaviyo 

Klaviyo is a self-service growth marketing platform that helps customers deliver more personalized experiences across owned marketing channels including email, SMS, web and in-app notifications. Brands typically use Klaviyo for their advanced email marketing capabilities rather than lead generation, but they do offer useful tools for email and SMS capture including targeting and triggering rules. 

With Klaviyo, customers get access to a library of templated, easily customizable signup forms, A/B testing and a user-friendly analytics dashboard. While Klaviyo is a self-service tool, there is a help center and plenty of video tutorials and written guides to educate customers on the platform. 

3. Sleeknote

Made by marketers, for marketers, Sleeknote positions itself as more than your average pop-up builder. Sleeknote is a self-service platform that drives more leads for businesses with highly targeted pop-ups designed with user experiences in mind. 

Unlike outdated and intrusive lead generation forms that aim to acquire sign-ups on website entry, Sleeknote drives users to subscriber lists with subtle and engaging techniques – such as gamification, sidebars, exit intent overlays, product giveaways and gated content. With over 1200 integrations, A/B testing and lots of pre designed templates, Sleeknote is a useful lead generation tool for scaling businesses. 

4. Sender 

Sender is an affordable and user-friendly email and SMS marketing tool for ecommerce businesses and bloggers. As with most lead generation tools, Sender customers have access to an extensive library of pop-ups and forms to drive sign ups, and the option to create your own from scratch with no coding required. 

Customers on the free, standard and professional packages are completely self-service. As well as their website help center, customers can get to grips with the platform by watching training videos on their YouTube channel. For larger businesses requiring full account management, Sender’s Enterprise package gives customers access to a dedicated customer success manager. 

5. Trustmary

Trustmary leverages the power of social proof and customer testimonials to improve lead generation. By consolidating all reviews and testimonials into a single platform, Trustmary customers can seamlessly embed both written and video reviews from customers into their email and SMS opt-in forms.

The Trustmary library of lead generation forms have already been tested and optimized on other websites. Customers can set triggering rules based on page URLs, acquisition source and UTM tags, and A/B test different reviews for maximum impact. 

6. OptinMonster

OptinMonster is a leading self-service lead generation and CRO tool which helps companies grow their email and SMS lists and increase conversions. There are more than 400 opt-in form templates available in the OptinMonster platform, and a drag-and-drop builder for customers to create sign up forms from scratch – no code required.

Every OptinMonster customer gets enrolled into OptinMonster University, which provides access to online courses, webinars, downloadable cheat sheets and more to help businesses owners, marketers and entrepreneurs grow email databases and increase conversions. 

Email Lead Generation Tools

7. Unbounce

Unbounce uses AI to create engaging landing pages that help businesses turn visitors into new email leads and long-lasting customers. With landing page solutions for PPC campaigns, social media, email marketing and more, Unbounce is a versatile tool. 

The Unbounce library is full of fully customizable and testable landing pages templates so customers don’t have to build from scratch. Unbounce is a self-service solution but existing customers can receive customer support through live chat by logging in to the platform.

8. Mailmunch

Mailmunch is a lead growth and email marketing service for bloggers, solopreneurs, startups, and enterprises. With hundreds of free opt-in and landing page templates to choose from, an intuitive drag-and-drop builder, and quick-to-launch campaigns, Mailmunch positions itself as a tool suited to all industries and verticals. 

Mailmunch customers can create a variety of forms and pop-ups to drive email sign ups, including exit pop-ups, embed forms, fullscreen covers, sidebar widgets as well as scroll box and top-bar experiences.

9. MaxTraffic

MaxTraffic is an onsite marketing solution that uses overlays, promo bars and web push notifications to grow email lists, increase average order values, drive website engagement and more. 

MaxTraffic can be integrated with any email service provider and its features include a drag and drop editor, GEO and URL targeting, A/B testing, scheduling and analytics. A limited version of MaxTraffic is available for free, and prices for the business package start at $49 per month. 

10. Thrive Leads 

For anyone looking to turn their WordPress website into a fully fledged business, Thrive Leads is a strong tool to consider. Available at an affordable price point for new companies, Thrive Leads customers can access a range of opt-in forms by adding a Javascript snippet to their site.

In addition to opt-in forms, Thrive Leads has a library of 290+ landing page templates to help customers drive more leads. With an extensive knowledge base, training and webinars covering their drag and drop editor, A/B testing and analytics, Thrive Leads has plenty of content to support self-service customers.

SMS Lead Generation Tools

11. Attentive 

Attentive is a leading SMS marketing solution that empowers brands to build strong customer relationships with personalized text messaging. To drive more SMS subscribers for brands, Attentive can build opt-in forms for mobile, desktop, at checkout, on social media, email and even in-person. 

Attentive is a fully managed platform mainly serving US-based clients, providing support in strategy, design and engineering. For businesses looking to increase the size of their SMS database and remarket to subscribers with engaging, data-driven messaging, Attentive is a robust tool. 

12. SlickText

Another trusted leader in SMS marketing, SlickText helps create valuable connections with customers through targeted, action-driven text messages. By adding just one piece of code to their site, SlickText customers can grow their SMS database with website pop-ups, landing pages, social media opt-in links and more.

SlickText pop-up templates can be easily customized to align with your brand and acquire specific customer information, while targeting rules drive more leads by presenting forms to customers at exactly the right time. 


I hope this blog narrows your search for a lead generation tool that helps you hit your new subscriber goals and increase revenue from email and SMS remarketing. 

If you’d like a preview of how you can increase lead capture on your website with Yieldify’s full-service personalization platform, schedule a discovery call now. One of our advisors will be delighted to share more.

B2C Lead Generation Tool FAQs

How do you generate leads in B2C?

Most B2C companies use their ESP provider’s opt-in forms and pop-ups as a starting point for lead generation. But these forms aren’t sophisticated enough to meet new subscriber targets, so many brands turn to a B2C lead gen tool to drive more customers into their sales funnel. 

Every B2C lead gen tool is different, but a good one will help you to: 

– Increase new subscribers 
– Enrich email remarketing flows
– Gather data on your audience

Picking the right tool for your business depends entirely on your budget, expertise and goals. 

What is a B2C lead generation tool?

B2C lead generation tools help ecommerce brands drive more email and SMS subscribers into their databases – primarily using on-site signup forms. From audience segmentation to A/B testing and customizable forms, every B2C lead generation tool offers its own range of features to increase customer engagement and signups. 

How do you generate leads in B2C? 

Most B2C lead generation tools use a wide range of opt-in forms to bring more subscribers into databases, including: 

– Newsletter sign-ups 
– Discount incentive overlays
– Floating buttons
– Gamification 
– Gated content 
– Questionnaires