We set up automated lead nurturing and campaign orchestration with CRM integration; standardized performance measurement makes marketing operations scalable.
EVIDENCEKVKKGDPRScope recordRisk note
01Current stateTopology, traffic, and dependency visibility.
02Target architectureSegmentation, capacity, and availability design.
03Controlled cutoverChange window, validation, and rollback plan.
04HypercareMonitoring, tuning, and operational handover.
The critical topics this service addresses and the outcome we deliver in each.
The operation becomes scalable
evidence readiness
We automate lead-nurturing and onboarding workflows and shift team time from manual tasks to strategic work; the output is evidenced by a working workflow set.
Campaign performance is measured
measured target
We track open rate, click rate, conversion and revenue-attribution metrics against a baseline and target, and improve them with A/B testing.
Workflow scope is set by contract
contract-scoped
The initial workflow set, email template library and training are defined as contracted scope and acceptance criteria.
Consent management is left to the owner
published after approval
We configure explicit consent management, opt-in/opt-out and data-processing records; use of existing lists and KVKK consent verification are bound to owner approval.
Delivery model
Delivery approach
How we phase the service across delivery, governance, and connected service pillars.
01
Platform setup: we configure the choice of HubSpot, Marketo, Pardot or ActiveCampaign and establish a deliverability foundation with SPF, DKIM and DMARC.
02
Workflow design: we design 5-8 core scenarios such as welcome series, lead nurturing, re-engagement and onboarding with conditional branching and scoring triggers.
03
Measurement and handover: we standardise open/click/conversion metrics with a dashboard and enable the team's independent operation through training and a workshop.
Operating contexts
Example operating contexts
Illustrative surfaces where this service is commonly activated.
Manual campaign load
Marketing teams that cannot scale and experience inconsistent communication because every campaign is built by hand.
Unmeasured email performance
Organisations unable to improve because they cannot track open and click metrics in a standard way.
Marketing-sales disconnect
Teams losing lead handover because CRM and marketing automation are not integrated.
DEPTH
Technical and compliance depth
This service's depth on sector-specific technical and compliance topics.
Lead scoring model
We route only sales-ready leads with a scoring model that combines fit (demographic), activity (behavioural) and intent signals.
Email deliverability
We make bounce and complaint rates observable through SPF, DKIM and DMARC configuration, IP warm-up and list hygiene.
Workflow library
We hand over 5-8 core workflows with multi-step, conditional branching and scoring triggers, alongside a responsive email template library.
What It Solves
Marketing teams that manage lead nurturing, email campaigns, and CRM updates through manual processes lose velocity as prospect volumes grow and cannot deliver the personalized engagement that modern B2B buyers expect. Disconnected marketing technology stacks create data silos where campaign performance cannot be correlated with CRM pipeline outcomes. Our Marketing Automation service integrates your marketing and CRM platforms into a unified engagement engine that delivers personalized, timely communications at scale while maintaining full attribution visibility.
CRM integration and data model alignment between marketing automation platform and sales CRM
Lead scoring model design combining firmographic fit, behavioral engagement, and intent signals
Automated nurture workflow design for top-of-funnel, mid-funnel, and re-engagement programs
Triggered email and multi-channel campaign automation based on behavioral and lifecycle events
Key Benefits
Benefit
Shorten operational cycle time against agreed measurement targets and acceptance criteria
Benefit
Track growth and reputation outcomes with governed attribution and agreed measurement targets
Salesforce Sales Cloud, HubSpot CRM, Microsoft Dynamics 365 Sales
Email Infrastructure
SendGrid, Amazon SES, or platform-native email delivery with DKIM/SPF/DMARC compliance
Integration Layer
Zapier, MuleSoft, or custom API integrations for ERP, webinar, and event platform connectivity
Scope
The engagement covers platform selection or optimization, CRM integration, lead lifecycle design, and automated program implementation. We begin with a marketing technology audit that maps your current stack, identifies integration gaps and data quality issues, and prioritizes automation opportunities based on pipeline impact and implementation complexity.
MarTech audit covering current platform capabilities, data quality, integration gaps, and process bottlenecks
Lead lifecycle and scoring model design aligned to sales qualification criteria
CRM data model review and field mapping for bidirectional sync between marketing platform and CRM
Nurture program design with content asset mapping, branch logic, and A/B testing framework
Key Benefits
Benefit
Unified lead lifecycle model ensures marketing and sales share a single definition of prospect quality and readiness
Benefit
Data quality remediation removes duplicate and incomplete records that degrade scoring accuracy and campaign targeting
Benefit
Bidirectional CRM sync enables real-time lead routing and opportunity stage-triggered marketing programs
Data Quality
Deduplification, normalization, and enrichment using Clearbit, ZoomInfo, or Cognism
Segmentation
Dynamic list segmentation based on firmographic, behavioral, and CRM stage data
Testing Framework
A/B and multivariate testing for subject lines, content, send time, and workflow branch logic
Compliance
GDPR, CAN-SPAM, CASL consent management and preference center implementation
Deliverables
The Marketing Automation engagement delivers a fully configured, documented automation platform with integrated CRM connectivity, active nurture programs, and a reporting framework that connects campaign performance to pipeline revenue. All configurations, workflows, and operational playbooks are documented for team self-sufficiency.
Configured marketing automation platform with CRM integration, lead scoring, and lifecycle workflows
Active nurture programs covering top-of-funnel, mid-funnel, and re-engagement use cases
Revenue attribution dashboard connecting marketing campaigns to CRM opportunities and closed-won deals
Marketing operations playbook covering workflow management, list hygiene, and reporting cadence
Key Benefits
Benefit
Active nurture programs engage prospects automatically between sales touchpoints, reducing deal cycle length
Benefit
Revenue attribution dashboard enables budget justification based on pipeline and revenue influenced
Benefit
Operations playbook enables your team to build, optimize, and maintain automation programs independently
How do you ensure our email deliverability is not harmed by automation?
We implement proper email authentication (SPF, DKIM, DMARC), warm up new sending domains and IP addresses progressively, configure suppression lists for bounces and unsubscribes, and monitor sender reputation scores in Google Postmaster Tools and Microsoft SNDS. Deliverability best practices are embedded into every automated workflow we configure.
What is the difference between HubSpot and Marketo for our use case?
HubSpot is better suited for organizations with CRM and marketing automation in a single platform, shorter sales cycles, and teams without dedicated marketing operations specialists. Marketo Engage is preferred for enterprise environments with complex multi-product CRM integrations, sophisticated lead lifecycle management, and large sending volumes requiring granular deliverability control. We assess your requirements and recommend the platform that best fits your scale, team, and CRM ecosystem.
How long does it take to implement a full marketing automation and CRM integration?
A baseline integration covering lead sync, basic lead scoring, and one nurture program typically takes six to eight weeks. Full lifecycle automation covering all buyer stages, advanced scoring, multi-channel orchestration, and revenue attribution reporting requires a scoped timeline agreed during discovery depending on CRM complexity and data quality.
Can you migrate our existing campaigns and contacts from our current platform?
Yes. We perform data audits and cleansing before migration to ensure contact records, engagement history, and suppression lists are transferred accurately. Campaign templates are recreated in the destination platform and validated before activating any sends. We maintain parallel operation of old and new platforms during a defined cutover period to prevent contact disruption.
How do we know if our lead scoring model is accurately predicting sales readiness?
We establish a baseline by auditing historical CRM data to identify the behavioral and firmographic signals most correlated with closed-won deals in your specific market. After go-live, we review scoring model performance monthly against SAL acceptance rate and MQL-to-opportunity conversion, adjusting score weights as new data accumulates.
Can marketing automation integrate with our webinar and event platforms?
Yes. We integrate with Zoom Webinars, GoTo Webinar, ON24, and event platforms such as Eventbrite or Cvent to automatically enroll registrants into relevant nurture sequences, update CRM engagement scores based on attendance, and trigger follow-up communications based on specific session participation and content consumption signals.
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