Ghost

Marketing automation and martech: what buyers say on the call, and what to say back.

The objections, discovery questions and competitor answers that come up when you sell marketing automation. Read them free. Or load them into Ghost and have the right one on your screen the moment the buyer says it.

6objections10discovery questions10competitors6red flags
Buyer"It's too expensive for what we'd use."
Which parts would you use on day one, and which are nice to have later?

What Ghost shows on your screen during a marketing automation call. The buyer never sees it.

When they push back.

The objections marketing automation buyers raise most, what to say in the next ten seconds, and what not to promise.

"It's too expensive for what we'd use."

Which parts would you use on day one, and which are nice to have later?

Do not discount before you know the anchor. Do not sell features they will not use.

"Moving all our campaigns would take forever."

How many of your current campaigns are still active and still working?

Do not say migration is quick or painless.

"Our engineers can build this with the warehouse and an email API."

That can work well. Who would own the journeys and testing day to day: marketing or engineering?

Do not belittle their engineering team.

"We're not ready to change right now."

Understood. What would need to happen for this to make sense, and when?

Do not invent urgency.

"Legal is worried about privacy and consent."

What does legal need to see, and which regions and rules apply to your customers?

Do not give legal advice. Do not claim certifications or compliance you have not confirmed.

"We already use HubSpot and it does most of this."

That makes sense. Where does it work great for you, and where does your team work around it?

Do not claim to replace everything the incumbent does.

Every one of these is a deal that slips a quarter if you fumble it. Ghost puts the answer on your screen while the buyer is still talking.

When they name a competitor.

Give them credit, then ask whether that vendor's strength matters to this buyer.

HubSpot

HubSpot is known for being easy to start with and having CRM built in. Is one shared system for marketing and sales your top goal?

Salesforce Marketing Cloud

Salesforce Marketing Cloud is a common pick for large brands already on Salesforce. How tightly does marketing need to tie into your Salesforce data?

Adobe Marketo Engage

Marketo is a long-standing choice for B2B marketing ops. How deep does your lead scoring and nurture logic go?

Oracle Eloqua

Eloqua is used by many large B2B companies with complex programs. Is enterprise governance across many teams a big need for you?

Braze

Braze is known for real-time messaging tied to product behavior. How much of your marketing is triggered by what users do in your app?

Klaviyo

Klaviyo is a favorite for ecommerce brands. How much of your marketing runs off store and order data?

Iterable

Iterable is known for flexible cross-channel journeys. Does your team want marketers building journeys without help from engineering?

Mailchimp

Mailchimp is the email tool many teams start with. Are you outgrowing it, or does it still cover what you need?

ActiveCampaign

ActiveCampaign is known for strong automation at a friendly price point for growing teams. How complex are your workflows?

Customer.io

Customer.io is popular with product-led and SaaS teams. Do you want messaging driven by product events and your own data?

Questions that qualify the deal.

Ask these on the first call. Then dig into the pain when they say it out loud.

Qualify

  1. Walk me through a campaign you ran recently. Which tools did it touch from the first list pull to the last report?
  2. If one thing about running campaigns got easier tomorrow, what would make the biggest difference?
  3. If nothing changes this year, what does that mean for the number you are on the hook for?
  4. Is there a date driving this, like a renewal, a launch, or a big season?
  5. Besides marketing, who needs to agree: sales, data, IT, legal?
  6. Is this replacing an existing line, like your current platform's renewal, or new spend?

Dig into the pain

  • "Our data is scattered and we can't get a single view of the customer." Where does the most useful customer data live today, and how does it get into your campaigns?
  • "Every campaign needs a developer." For your last campaign, how many tickets did the team file with engineering or IT before it could go out?
  • "We can't prove what marketing actually drives." When leadership asks what marketing produced last quarter, what do you show them, and do they believe it?
  • "Our emails are landing in spam." When did you first notice inbox rates dropping, and did anything change in how or what you send around then?

Know who is in the room.

Marketing automation software sends the right message to the right person at the right time without someone pressing send each time. It covers email and cross-channel campaigns, forms and landing pages, lead scoring and routing, customer journeys, and reporting. The wider martech stack adds customer data platforms, personalization, analytics and attribution tools around it.

Who buys and who signs

Economic buyer
The CMO or VP of Marketing. In B2B, RevOps or the CRO may share the decision because the tool feeds sales.
Champion
The director of marketing operations, demand generation lead, or lifecycle marketing lead who runs campaigns every day.
Users
Campaign managers, email marketers, content and web teams, sales development reps who get the leads, and analysts.
Blockers
IT and security (data access, SSO), legal and privacy (consent, GDPR, CCPA), data and engineering teams who own the warehouse, procurement, and sales leadership if lead flow could change.

Signs the deal isn't real

  • The CMO is new and has not set direction; ops is shopping without a mandate
  • No one owns data integration and engineering is not engaged
  • They want to switch tools to fix a strategy or content problem
  • Sales leadership has not been asked about lead handoff changes
  • The renewal just signed and there is no plan to run tools side by side
  • Every requirement is "must have" and no one will rank them
14 words marketing automation buyers use
MAP
Marketing automation platform
MQL / SQL
Marketing qualified lead and sales qualified lead
Lead scoring
Points that rank how ready a lead is for sales
Nurture
A series of messages that moves a contact toward a decision
Journey / flow
An automated path triggered by behavior
Segment
A group of contacts defined by rules
CDP
Customer data platform that unifies profiles across sources
Deliverability
How reliably email reaches the inbox
Attribution
Giving credit for revenue to touches and channels
Lifecycle marketing
Messaging tied to where a customer is in their life with the brand
Opt-in / consent
Permission to contact someone
Personalization
Tailoring content to the individual
Reverse ETL
Syncing data from the warehouse back into tools
Sender reputation
How mailbox providers rate your sending domain

Selling marketing automation: questions

What objections come up when selling marketing automation and martech?

The most common are: "It's too expensive for what we'd use", "Moving all our campaigns would take forever", "Our engineers can build this with the warehouse and an email API", "We're not ready to change right now", "Legal is worried about privacy and consent" and "We already use HubSpot and it does most of this". Each one above has a line to say back and what to avoid.

What discovery questions should I ask a marketing automation buyer?

Start with: Walk me through a campaign you ran recently. Which tools did it touch from the first list pull to the last report? If one thing about running campaigns got easier tomorrow, what would make the biggest difference? If nothing changes this year, what does that mean for the number you are on the hook for? Is there a date driving this, like a renewal, a launch, or a big season?

Who are the main competitors in marketing automation and martech?

Buyers most often compare HubSpot, Salesforce Marketing Cloud, Adobe Marketo Engage, Oracle Eloqua, Braze, Klaviyo, Iterable, Mailchimp, ActiveCampaign and Customer.io.

Who buys marketing automation and martech?

Economic buyer: the CMO or VP of Marketing. In B2B, RevOps or the CRO may share the decision because the tool feeds sales.

How does Ghost help on marketing automation calls?

Pick the marketing automation market pack in Ghost's setup and every card on this page loads into Ghost. When a buyer raises one of these objections or names one of these competitors on a live call, Ghost shows you what to say on your screen, hidden from screen shares and recordings.

Other markets

Have these on screen for your next marketing automation call.

Free to start. Pick marketing automation in setup and Ghost loads every card on this page.