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Marketing Automation Mgmt.

Marketing Automation Management Services



Marketing automation provides the platform to a more efficient and more effective lead management process. Many marketers understand the value but need help determining the right solution.  With the many vendors available, it can be difficult to choose the one that fits your needs best. We can help you choose the right platform with the features you need. We have relationships with many of the vendors, and thus can truly evaluate in an unbiased manner which solution fits.



If you buy marketing automation, or currently use it, how do you you know you’re taking advantage of all its features?  Many firms we speak with are slightly overwhelmed by the entire process, such as lead routing, scoring, qualifying and nurturing. If you’re using it as a glorified email program, then you need assistance, and that’s where we come in, to guide you.

We act as a conduit between the selected marketing automation vendor and your sales/marketing teams. We become a virtual member of your team to ensure your firm is maximizing your marketing automation investment.   Our marketing automation management services include:

  • Database Management. Reviewing your current structure and data sources, creating a database architecture for integrating into the marketing automation platform
  • Lead Capture Mechanisms. Set up of website tracking, web forms, landing pages, email templates, and other media sources
  • Lead Scoring. Developing of a lead scoring model, and how it should be integrated into the marketing automation platform
  • Lead Management. Routing of leads to sales; assigning lead activity to specific sales people for follow-up
  • Lead Nurturing. Lead nurturing process development; creating and optimizing lead flows so content is delivered timely and accurately
  • Content Mapping. Assistance or complete implementation of message mapping and content development for each stage of the buying cycle
  • Measurement. Review of the most important analytics and making ongoing recommendations based on results