About This Constellation ShortList™

Engaging with consumers in the fast-moving digital-first world demands new experience strategies based more on the consumer and less on engagement channels. Today’s marketer is looking for modern automation engines to deliver on an age-old marketing promise: delivering the right message, at the right time, to the right customer. Marketing automation solutions must deliver precision at scale.

Business-to-Consumer (B2C) marketing teams expect capabilities to track and predict customer behavior, facilitate product marketing, improve personalization, and build and nurture customer relationships at scale and speed—all while navigating data privacy regulations. Data analytics tools must track and validate the impact of marketing efforts on customer conversion.

Artificial intelligence (AI) and machine learning capabilities are par for the course. Smart, “trainable” tools are being applied to market segmentation, channel management, and campaign performance. Solutions to power “self-service” AI-driven interactions that better put the customer in the journey driver’s seat are in demand for performance improvement. Look for new GenerativeAI capabilities that enable marketers to generate copy, headlines and personalized assets and headers in a conversational interface, add new A/B tests and options to in-flight testing and interrogate customer data to create new campaigns and optimize processes and workflows.

And all of this must come in a sleek, easy-to-deploy, and easier-to-manage system that can span large, global teams across multiple brands and multiple lines of business. Increasingly, large enterprises are looking for solutions that emphasize automation and collaboration over bundled systems of execution, bringing solutions like Wrike onto the list for the first time.

Threshold Criteria

Constellation considers the following criteria for these offerings:

  • Ease of use, user interface with role-based dashboards and views
  • Quickly and easily design and deploy cross-channel campaigns
  • Intuitive visual journey workflow creation and management
  • Robust segmentation capabilities, rules-based offer management
  • Integrated customer profiles including customer preference, identity resolution and consent management capabilities
  • Workflow and collaboration tools for cross-marketing and cross-CX approvals, review and rapid collaboration for real-time iteration and optimization
  • Expansive list of integrations including native integrations out of the box and the flexibility to create custom integrations
  • Multimedia asset creation, utilization and robust digital asset management
  • Facilitate and track advertising mediums, retargeting
  • Social listening and engagement capabilities or integrations
  • Expanded messaging capability to include valued channels like WhatsApp, TikTok, Snap, Instagram and SMS
  • Integration with display advertising engines to coordinate engagement across media and channels
  • Web, mobile and digital campaign personalization
  • Marketplace for integrations and connections across the larger CX stack
  • Integration and visibility to commerce systems and teams
  • Product vision and road map, emphasis on AI and attribution
  • Aggregated analytics and role-based reporting
  • Integration with commerce, data, and enterprise resource planning systems
  • AI-powered solutions including natural language processing, generativeAI and deep learning tools to recognize, process and optimize everything from images to speech

The Constellation ShortList™

Constellation evaluates 50 solutions categorized in this market. This Constellation ShortList is determined by client inquiries, partner conversations, customer references, vendor selection projects, market share and internal research. The enterprise category is defined as companies with a broad geographical reach, multiple lines of business, and/or more than 3,000 employees.

  • Acquia Marketing Cloud
  • Adobe Journey Optimizer
  • Creatio
  • HCL Unica
  • Microsoft Dynamics 365 Marketing
  • Pega Platform
  • Salesforce Marketing Cloud
  • SAP Marketing Cloud, Emarsys
  • SAS Customer Intelligence 360
  • Wrike
  • Zoho Marketing Plus

Frequency of Evaluation

Each Constellation ShortList will be updated at least once per year. There could be an update after six months, should the analyst deem it necessary.

Evaluation Services

Constellation clients may work with the analyst and research team to conduct a more thorough discussion, vendor selection and contract negotiation.


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