Marketing Automation Services

Strategy. Execution. Results.

Marketing automation refers to software and tactics that allow B2B companies to sell like Amazon. It frees Marketing and Sales from repetitive tasks. It tracks detailed information about prospects and then delivers them the right message at the right time. It also prioritizes leads for Sales, highlighting those prospects with deep pockets that are most likely to buy. And finally, marketing automation provides the necessary infrastructure to measure the ROI on your marketing spend.

Marketing automation, however, is only as good as the strategy behind it. Without a strategy, you are just automating tactics and chaos.

Automation Strategy & Plan

  • Marketing Automation Assessment
  • Customer Lifecycle & Funnel Design
  • Nurture Strategy & Architecture
  • Marketing-to-Sales Lead Flow Design

Marketing Automation Setup & Configuration

  • System configuration
  • CRM integration
  • Template development

Marketing ROI Measurement & Analytics

Design and Coding of…

  • Funnel Tracking
  • Marketing ROI
  • Net Promoter Score
  • Sales Productivity
  • Marketing Operations

Lead Scoring & Assignment

  • Lead Scoring Workshop
  • Lead Scoring Development
  • Real-time Lead Enrichment and Firmagraphcs
  • SFDC Territory Rules & Lead Assignment

Automated Selling & Email Development

  • Nurture Design – Email Flows, Landing Pages & Business Logic
  • Copywriting
  • Design
  • HTML coding
  • Marketing Automation (Marketo) & coding
  • Campaign Execution

Custom Integrations

  • Provides 360º Customer Visibility across systems
  • Customer Data Architecture & System Mapping
  • Integration of Customer Databases & Centralization of Data

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Operational Programs

  • Lead Cleansing & De-duplication
  • Lead Enrichment
  • Funnel Stage Coding & MQL Rules
  • Sales Assignment Rules
  • Lead Relationship Coding
  • Lead Auto-Disposition Rules


  • Improve Form Conversion Rates
  • Increase Site Conversions
  • Reduce Unsubscribe Rates
  • A/B Testing (Emails/Landing Pages)

Ready to Drive Sales?