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Marketing Automation and CRM Services

Hire our professional digital transformation team to help set up and configure marketing automation software, design email marketing campaigns and build a CRM database for new and existing customers.

Develop a digital marketing strategy to promote your business and gain new customers.

Set up and configure marketing automation software such as Active Campaign to automate and schedule the delivery of email campaigns to your customers on autopilot.

Clean up your CRM database and set up your contacts with labels and tags to improve lead quality.

Create multiple sales funnels and segment your leads to create more personalised marketing experiences. 

Integrate tracking scripts to get insights into your customer's digital behaviour.

Increase conversion rates by creating audience profiles to send targeted marketing campaigns to prospects.

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Marketing Automation Software

We recommend and use Active Campaign for our clients to create and automate the delivery of personalised email marketing campaigns.

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Our team will set up, configure, test, and launch your automations. Then, if you desire, we can design all your email campaigns according to your campaign requirement and insert them into your automation workflow. 

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Customer Relationship Management (CRM)

We recommend and use Pipedrive CRM for our clients to build a sales pipeline and manage sales leads with ease.

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Our team will set up your sales pipeline, configure the lead labels and sales process stages, test and launch your sales pipeline according to your business's sales process.

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*If you already have an existing CRM we can cleanse your data and optimise your sales pipeline workflow.

 

Marketing Automation and CRM Service Process

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Step 1.

Marketing Strategy Workshop

In order for our team to understand your marketing requirements, we must meet with you to discuss your business and learn what your goals and objectives are. This workshop will set the foundation for developing your marketing automation campaigns and the design of your CRM sales pipeline in order to capture and detail the proposed use case for your business. 

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Step 2.

Validate Requirements and Sign Contract

Once our team has gathered and validated your requirements, we begin drafting the scope of work (SOW) and Marketing Strategy documents that will provide our digital transformation team the understanding and clarity they need to develop your marketing and CRM solution. Once confirmed, we will send a contract for sign off and begin our work.

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Step 3.

Marketing Automation Setup and Configuration

 *It is optional to have both marketing automation and CRM or they can be stand-alone services.

 

Let's get to work!

Our digital transformation team will begin the process of setting up your Active Campaign marketing automation campaigns and configuration of the settings including the integration of tracking scripts into your existing websites and social media channels. Create lead lists and then import all existing contacts into the relevant lists. Lastly, test the workflow is set up correctly and activate the automations. Optionally, you can hire us to also design your emails and insert them into your automations.

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The Active Campaign marketing automation setup and configuration stages include:​​

  1. Gathering all necessary client website links and URL's related to the project.

  2. Opening a new client Active Campaign account. (if one is not already created)

  3. Configuration of the settings in the administration dashboard of Active Campaign.

  4. Integration of tracking scripts into your existing websites and social media channels.

  5. Design and creation of the marketing automation triggers and schedules.

  6. Design and creation of the emails to be inserted into the automations. (Optional)

  7. Test the workflow and emails are set up correctly and triggers are working.

  8. Activate the campaigns and go LIVE.

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CRM Setup and Configuration

Our digital transformation team will begin the process of setting up your Pipedrive CRM or logging into your existing account and start configuration of the settings including the creation of your sales pipeline and sales process stages according to your requirements. This includes cleansing or importing your existing contacts into your sales pipeline according to the stages your customers are in.

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The Pipedrive CRM setup and configuration stages include:​​

  1. Gathering all the existing contacts and cleansing the data to be imported.

  2. Opening a new client Pipedrive account. (if one is not already created)

  3. Configuration of the settings in the administration dashboard of Pipedrive.

  4. Identifying and labelling contacts based on required segments and populating CSV spreadsheet.

  5. Uploading and importing existing contacts list into Peipdrive contacts list.

  6. Creation of sales pipelines and deal stages.

  7. Arrange the contacts into the correct sale pipeline stages.

  8. Test email notifications and setup inbound automation processes. (Optional API automation)

  9. Cross-check all options and settings and go LIVE.

Interested in Working with Us?

Schedule a FREE Workshop.

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