FROM MANUAL CAMPAIGNS TO ORCHESTRATION

Marketing Automation

We set up automated lead nurturing and campaign orchestration with CRM integration; standardized performance measurement makes marketing operations scalable.

KVKKGDPRScope recordRisk note
01 Current state Topology, traffic, and dependency visibility.
02 Target architecture Segmentation, capacity, and availability design.
03 Controlled cutover Change window, validation, and rollback plan.
04 Hypercare Monitoring, tuning, and operational handover.
POSITION

Where this service sits in the portfolio

Capability card infographic for Marketing Automation
SERVICE SCOPE

What this service addresses

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.

  1. Platform setup: we configure the choice of HubSpot, Marketo, Pardot or ActiveCampaign and establish a deliverability foundation with SPF, DKIM and DMARC.

  2. Workflow design: we design 5-8 core scenarios such as welcome series, lead nurturing, re-engagement and onboarding with conditional branching and scoring triggers.

  3. 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

Marketing Automation
HubSpot Marketing Hub, Marketo Engage, Pardot (Salesforce Marketing Cloud Account Engagement)
CRM Platforms
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

Reporting
HubSpot attribution reports, Marketo Revenue Explorer, or Salesforce B2B Marketing Analytics
Compliance Documentation
Consent audit trail, GDPR processing records, and unsubscribe process documentation
Workflow Documentation
Visual workflow maps, lead scoring rationale document, and A/B testing log
Training
Platform administrator training, campaign manager workshop, and CRM sync troubleshooting guide

Frequently Asked Questions

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.

STARTING POINT

Where should the conversation begin?

This short form routes your request to the right support team. We clarify context first, then define the safe sharing method.

  1. We capture context
  2. We choose a safe channel
  3. We clarify the first direction

Privacy-aware first contact; safe sharing flow when needed; no sales pressure.

Main request topic