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.
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Day 0
Thank you
A thank-you message and a little more about your business.
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Day 2
Proof
A case study with a customer testimonial about working with you.
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Week 1
Your offering
An email outlining your products and services and how you've helped other businesses.
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Week 2
More value
Your top five blog posts related to the whitepaper's topic.
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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.
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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.
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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.
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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.
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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.
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Tasks and to-dos
Reminders for who to call and when.
Why it matters Follow-up happens on time, every time.
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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.
Ready to grow?
A 30-minute discovery call tells you if we're a fit - and what it would cost.
Get Started →or call 517-455-7837
The Executive Guide to Digital Domination
The exact strategy and tactics we deploy to grow our clients - free to download.
Get the Guide →Frequently asked questions
What is marketing automation?
What is the difference between marketing automation and a CRM?
Is marketing automation worth it for B2B companies with long sales cycles?
Can a CRM pull together customer information from our other systems?
Explore further
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AI chat and agents that answer questions and qualify leads around the clock.
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Create the valuable content your automated sequences deliver.
Learn more →Digital Marketing Strategy
Fit automation into a complete strategy that generates and nurtures leads.
Learn more →