CRM & Marketing Automation

We work with a range of CRM and marketing automation solutions. We are technology agnostic and help select the right solutions for your business. Because of their popularity, we maintain a partnership with Salesforce, SharpSpring and HubSpot.

We use marketing automation and CRM solutions as a central platform of our delivery model for marketing and sales retainers and we work with your systems or help select the right revenue technology stack that also includes data management, analytics, paid media management, SEO, and business intelligence.

Marketing Automation Implementation and Management:

  • HubSpot (Partner)
  • SharpSpring (Partner)
  • Marketo
  • Eloqua
  • Pardot
  • Act-On.

Selected Features of Marketing Automation:

  • Landing Pages
  • eMails / eMail Templates
  • Website Visitor Tracking
  • Automation Rules
  • Lists and Database Management
  • Account-based Marketing
  • Lead Scoring, Lead Management
  • Campaign Tracking and Analytics
  • SEO
  • Social Media Management.

CRM Implementation and Management:

  • (Partner)
  • Microsoft Dynamics (Partner)
  • SugarCRM
  • Pipedrive
  • Pipeline Deals
  • Zoho

Selected CRM Features:

  • Contact Management
  • Opportunity Management
  • Account Management
  • Sales Campaign Management
  • Customer Service.

Example Setup Services for Marketing Automation

  • Company profile / user setup
  • Email templates, landing page design and setup and forms
  • CRM – Marketing Automation integration
  • Assets library – marketing asset & integration setup
  • Data Fields / custom fields
  • Data cleansing and loading. lists setup
  • Lead scoring / lead grading
  • Reporting
  • Automation rules
  • Training.