Marketing · Automation & CRM

Marketing Automation & CRM

Strategic, automated communication with your prospects and customers - and a single source of truth to keep it all organized.

Your prospect probably isn't ready to buy the first day they interact with your marketing. They may be early in their journey, just researching the problem. Marketing automation lets you nurture that relationship and build rapport without spending a minute of your team's time - and a solid CRM keeps every one of those relationships organized in one place.

One download, a month of nurturing

Imagine a prospect downloads a whitepaper from your website. Here's what happens next, without anyone on your team lifting a finger.

  1. Day 0 Thank you

    A thank-you message and a little more about your business.

  2. Day 2 Proof

    A case study with a customer testimonial about working with you.

  3. Week 1 Your offering

    An email outlining your products and services and how you've helped other businesses.

  4. Week 2 More value

    Your top five blog posts related to the whitepaper's topic.

  5. Anytime Sales takes over

    The moment they book a sales meeting, they're automatically un-enrolled. They can always opt out.

A CRM that keeps every relationship in one place

Your customer information is scattered across your inbox, accounting system, ERP, and quoting software. A solid CRM strategy brings it together for your whole team.

  • Customer communication

    Segment your audience and send an announcement to every prospect, or give every current customer the first look at a new product.

    Why it matters The right message reaches the right person at the right time.

  • Deal workflow

    Move prospects through a pipeline with every deal's value, stage, and probability of closing in view.

    Why it matters Your sales team and management see exactly where every deal stands.

  • Built-in calling

    Phone dialing and conversation recording right inside tools like HubSpot.

    Why it matters Every call is logged on the contact record automatically.

  • Chat and messaging

    Integrated chat and messaging alongside the rest of the customer history.

    Why it matters Conversations don't get lost in someone's inbox.

  • Tasks and to-dos

    Reminders for who to call and when.

    Why it matters Follow-up happens on time, every time.

  • Reporting and attribution

    Dashboards that show which campaigns, emails, and pages produce leads and closed deals.

    Why it matters You put your budget behind what actually brings in revenue.

Automating your communications

Not every lead is a strong prospect right out of the gate. With marketing automation, you can keep nurturing the relationship and building rapport without taking any of your team’s time to do it.

These automated communications keep delivering value while your prospect researches you - and your competition. You gain an advantage by staying active in their inbox with useful information and proof of your success.

CRM and customer management

If you communicate with your prospects at the right time with the right message, you’ll close more deals. Let’s start building rapport with your prospects.

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Good to know

Frequently asked questions

What is marketing automation?
Marketing automation sends planned, timely messages to prospects and customers based on what they do, without your team sending each one by hand. For example, someone who downloads a whitepaper can automatically receive a thank-you, a case study, an overview of your services, and related blog posts over the next couple of weeks. The moment they book a sales meeting, they are taken out of the sequence.
What is the difference between marketing automation and a CRM?
A CRM is the single place where your customer relationships live: contacts, deals, calls, messages, tasks, and reporting. Marketing automation is the communication that runs on that data, sending the right message to the right person at the right time. They work best together, which is why we plan them as one strategy.
Is marketing automation worth it for B2B companies with long sales cycles?
Yes, that is where it helps most. B2B buyers, including manufacturers and industrial companies, often spend weeks or months researching before they talk to sales. Automated nurturing keeps you in their inbox with useful information and proof of your results while they compare you to the competition, without using your team’s time.
Can a CRM pull together customer information from our other systems?
That is the goal of a solid CRM strategy. Customer information is usually scattered across inboxes, accounting software, an ERP, and quoting tools, and a CRM such as HubSpot gives your whole team one view of every relationship. Sales and management can then see where every deal stands and which campaigns actually produce revenue.